Agency Securities Finance - Relationship Manager - Associate

Next Frontier Capital; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase, a global leader in financial services, seeks an experienced Relationship Manager based in New York to drive client experience and strategic decisions for discretionary lending programs within ASF. You will lead business development, relationship management, revenue optimization, and performance attribution for client lending programs.

The role requires strong strategic thinking, excellent communication with senior stakeholders, and collaboration across regions to ensure alignment

Qualifications

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

Responsibilities

• Develop and execute an annual strategy plan focused on retention and revenue optimization.
• Drive organic growth through additional mandates and wallet expansion.
• Understand contractual obligations and ensure compliance within parameters.
• Collaborate with global ASF trading and investment desks on revenue opportunities.
• Align messaging and strategies between ASF and Platform Sales.
• Advocate for the client across trading, operations, risk, credit, technology, and product.
• Escalate and resolve issues promptly with clear client communication.

Skills

Relationship management

Agency Securities Finance

Strategic thinking

Executive communication

Interpersonal collaboration

Regulatory & market awareness

Tools

MS Excel

PowerPoint

Qlik Sense

Tableau

Job description

Join a global team within Securities Services at JPMorgan Chase, where you will drive client experience and strategic decisions for key discretionary lending programs. As a Relationship Manager, you will represent both the client and JPMorgan, ensuring alignment and delivery on current and future securities lending agendas.

Job summary:

Agency Securities Finance (“ASF”) is a global business within Securities Services, a division in the Corporate and Investment Bank (“CIB”) of JPMorgan Chase. The ASF business is seeking an experienced Relationship Manager based in New York. You will be responsible for business development, relationship management, revenue optimization, and performance attribution for your clients’ lending programs. Your role is pivotal in ensuring the business delivers on the client’s strategic objectives.

Job responsibilities:

• Develop and execute an annual strategy plan (updated periodically) with focus on retention, strengthening existing relationships, and revenue optimization
• Responsible for organic growth in the form of additional mandates and general client wallet expansion
• Understand all contractual obligations for assigned clients and ensure program is operating within those parameters
• Partner with global ASF trading and investment desks on revenue optimization opportunities and present them to clients as applicable
• Ensure consistent messaging, planning, and penetration strategies between ASF and Platform Sales
• Serve as client advocate across trading, operations, client service, risk, credit, technology, and product
• When issues occur, take responsibility for escalation, messaging to client, and identifying a timely and effective resolution.

Required qualifications, capabilities, and skills:

• Proven success developing and managing client relationships
• Experience in the Agency Securities Finance industry
• Ability to think strategically and build persuasive arguments to drive business results
• Exceptional communication and presentation skills, particularly to a senior audience
• Strong interpersonal skills with the ability to collaborate with internal product partners across regions
• Strong understanding of regulatory, tax, and market events and identify implications to lending program

Preferred qualifications, capabilities, and skills:

• Ability to multi-task and prioritize across client coverage and internal partners
• Working knowledge of MS Excel, PowerPoint, Qlik Sense, and Tableau
• An excellent team player with a strong work ethic

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. We are responsible for the client experience and all commercial aspects and strategic decisions for our clients’ lending program.