Asset Management - Alternative Investments Client Account Manager - Vice President

Testing Site - JPMC; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Client Account Manager for Alternatives Investments to deliver exceptional client experiences to institutional clients, partnering with Institutional Sales and Investment Specialists to form dedicated service teams for assigned clients.

You will work with the Head of Institutional Client Account Management for Alternatives Investments on projects and engage with stakeholders at multiple levels of the organization.

Qualifications

• Asset management experience with an institutional client service background.
• Strong grasp of asset management structures, stakeholders, and servicing workflows.
• Builds deep client and internal relationships; understands servicing needs and can influence outcomes.
• Sound judgment and decision-making with a strong risk mindset.
• Meticulous attention to detail and follow-through; excellent English grammar; strong critical thinking.

Responsibilities

• Coordinate onboarding and ongoing servicing with clients and third parties; field, research, and resolve inquiries.
• Maintain understanding of each client’s global JPMorgan relationships and ecosystem across US, EMEA, APAC.
• Identify client experience improvements and operational efficiencies; drive end-to-end implementation.
• Participate in client meetings and events and collaborate with Sales to support growth.
• Plan and run internal business meetings; manage follow-ups and action items to closure.
• Create and maintain team policies, procedures, and templates; define data requirements and support MIS/KPI reporting.
• Coordinate KYC activities in partnership with Client Advisors.

Skills

Asset management

Institutional clients

Client service

KYC coordination

Stakeholder management

Financial reasoning

Multitasking

Detail oriented

Education

Bachelor's degree

Job description

Lead the institutional alternatives client experience —own key relationships, shape solutions, and partner with senior leaders to deliver impact.

As a Client Account Manager within the Alternative Investments team, you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies of J.P. Morgan Asset Management in partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client. You will work with the Head of Institutional Client Account Management for Alternatives Investments on various projects and have the opportunity to partner with internal stakeholders at varying levels of the organization.

Job Responsibilities

• Serve as the primary contact to coordinate onboarding and ongoing servicing with clients and third parties; field, research, and resolve inquiries
• Maintain a deep understanding of each client’s global JPMorgan relationships and ecosystem, building strong ties with local offices and Client Service teams in the US, EMEA, and APAC
• Identify client experience improvements and operational efficiencies; drive plans to implement changes end to end
• Participate in client meetings and events (including due diligence) and partner closely with Sales to support growth
• Plan and run internal business meetings; manage follow-ups and action items to closure
• Create and maintain team policies, procedures, and templates; define data requirements and support MIS/KPI reporting
• Coordinate KYC activities in partnership with Client Advisors

Required qualifications, capabilities, and skills

• Asset management experience with an institutional client service background
• Strong grasp of asset management structures, stakeholders, and servicing workflows
• Builds deep client and internal relationships; understands servicing needs and can influence outcomes
• Sound judgment and decision-making with a strong risk mindset
• Solid financial acumen; communicates confidently using applied financial reasoning
• Operates independently, managing multiple cross-business projects; proactive and adaptable to change
• Meticulous attention to detail and follow-through; excellent English/grammar; strong critical thinking

Preferred qualifications, capabilities, and skills

• Strong interpersonal and communication skills
• Self-starter who is adaptive, fast-learning, responsive, extremely well-organized, detail-oriented and committed to accuracy
• Bachelor’s degree – preferred to business-focused disciplines
• Background in client service or in a client facing role especially in areas related to Alternative investments