Agency Securities Finance - Relationship Manager - Associate

Fairygodboss; New York (NY); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Comprehensive benefits package

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase is seeking an experienced Relationship Manager for the Agency Securities Finance team in New York. You will drive client experience, develop business opportunities, and ensure delivery on current and future lending agendas.

This role emphasizes strategic planning, cross‑functional collaboration, and senior‑level communication to optimize revenue and client satisfaction. You will manage relationships, understand contract obligations, and partner with trading and sales desks to

Qualifications

• Proven ability to develop and manage key client relationships.
• Experience in the Agency Securities Finance industry.
• Ability to think strategically and present persuasive business cases.
• Excellent communication and presentation skills, esp. to senior audiences.
• Strong interpersonal skills for collaboration across regions and teams.

Responsibilities

• Develop and execute an annual strategy for client retention and revenue growth.
• Grow client wallets through additional mandates and cross-sell opportunities.
• Ensure adherence to all contractual obligations and program parameters.
• Partner with ASF trading and investment desks to optimize revenue and present opportunities to clients.
• Align messaging and strategies between ASF and Platform Sales for consistency.
• Advocate for clients across trading, operations, risk, credit, tech, and product teams.
• Lead issue escalation and drive timely resolutions with clients.

Skills

Client relationship management

Agency Securities Finance knowledge

Strategic thinking

Executive communication

Cross‑regional collaboration

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

ABOUT US

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.

• 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

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

ABOUT THE TEAM

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.