Fund Distribution Servicing Lead — AI-Driven Ops for PE/VC

JPMorganChase; Newark (DE); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Job summary

JPMorganChase in Newark, DE seeks a Fund Distribution Servicing Lead for Private Bank clients across North America. Lead a 7-person team, build coverage models, and oversee an automated end-to-end operating model with strong governance.

You will collaborate with Technology and Operations, drive standardization, and translate industry best practices into scalable procedures, ensuring efficient client servicing and risk controls.

Qualifications

• Demonstrate 6 years of relevant industry experience with subject matter expertise in in-kind distributions and/or adjacent servicing.
• Lead teams and deliver complex cross-functional operating model or process transformation initiatives.
• Integrate AI-driven solutions into daily workflows.

Responsibilities

• Build, coach, and lead a team supporting client relationship management and servicing activities (target 7-person team).
• Establish coverage models, capacity plans, operating procedures, and service standards.
• Partner with dedicated project resources to define scope, target-state operating model, governance, roles and handoffs, SLAs, and escalation paths.
• Lead cross-functional design and implementation of an automated workflow from fund kickoff through instruction management, processing, post-settlement monitoring, exception resolution, and closeout.
• Translate industry best practices into executable procedures, controls, and standardized documentation.
• Define tooling, data, and reporting needs, including workflow tracking, exception aging, and client/investor status transparency, and partner with Technology and Operations to deliver and embed solutions.
• Serve as senior escalation point for complex events and external counterparty inquiries, including Funds, LPs, Fund Bankers, and Investors.
• Establish operating metrics, including volume, timeliness, break rates, aging, and inquiry trends, and conduct regular performance reviews to guide actions.
• Identify opportunities to reduce manual touchpoints and increase straight-through processing, including leveraging AI-enabled workflows where appropriate.

Skills

Leadership

Project management

AI integration

Communication

Excel

PowerPoint

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

JPMorganChase in Newark, DE seeks a Fund Distribution Servicing Lead for Private Bank clients across North America. Lead a 7-person team, build coverage models, and oversee an automated end-to-end operating model with strong governance.

You will collaborate with Technology and Operations, drive standardization, and translate industry best practices into scalable procedures, ensuring efficient client servicing and risk controls.