Agency Securities Finance: Client Strategy Lead

JP Morgan Chase; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an experienced Relationship Manager for Agency Securities Finance (ASF) to manage client relationships, drive revenue, and optimize lending programs.

You will own business development, strategic planning, and performance attribution for key clients' lending needs. The role requires strong communication to senior audiences, deep industry knowledge, and collaboration with global teams to ensure delivery on strategic objectives.

Qualifications

• Proven success developing and managing client relationships.
• Experience in the Agency Securities Finance industry.
• Ability to think strategically and drive business results.
• Exceptional communication and presentation skills for a senior audience.
• Strong interpersonal skills to collaborate with internal partners across regions.
• Understanding of regulatory, tax, and market events affecting lending programs.

Responsibilities

• Develop and execute an annual strategy plan focusing on retention and revenue optimization.
• Responsible for organic growth in the form of additional mandates and client wallet expansion.
• Understand all contractual obligations for assigned clients and ensure program compliance.
• Partner with global ASF trading and investment desks on revenue opportunities and present them to clients.
• Ensure consistent messaging and strategies between ASF and Platform Sales.
• Serve as client advocate across trading, operations, client service, risk, credit, technology, and product.
• Escalate issues and coordinate timely and effective resolutions with clients.

Skills

Client relationships

Agency Securities Finance

Strategic thinking

Communication skills

Interpersonal collaboration

Regulatory awareness

Tools

MS Excel

PowerPoint

Qlik Sense

Tableau

Job description

JPMorgan Chase & Co. in New York seeks an experienced Relationship Manager for Agency Securities Finance (ASF) to manage client relationships, drive revenue, and optimize lending programs.

You will own business development, strategic planning, and performance attribution for key clients' lending needs. The role requires strong communication to senior audiences, deep industry knowledge, and collaboration with global teams to ensure delivery on strategic objectives.