Fund Distribution Servicing Lead — Automated PE/VC Ops

JPMorgan Chase & Co.; Newark (DE); On-site; USD 150,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in Newark, Delaware, seeks a Fund Distribution Servicing Lead in Private Bank to build an in-kind distribution service model for PE/VC clients across North America, shaping an automated operating framework.

You will lead a 7-person team, define scope and governance, and partner with Technology and Operations to deliver scalable, AI-enabled workflows with defined SLAs and continuous improvement.

Qualifications

• 6 years of relevant industry experience with subject matter expertise in in-kind distributions and/or adjacent alternatives servicing.
• Lead teams and deliver complex cross-functional operating model or process transformation initiatives.
• Partner effectively with Technology and Operations teams to implement automation and workflow modernization solutions.
• Apply strong analytical, organizational, and communication skills in a fast-paced environment.
• 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

In-kind distributions

Cross-functional leadership

Automation

AI integration

Excel/PowerPoint

Bachelor's degree

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Newark, Delaware, seeks a Fund Distribution Servicing Lead in Private Bank to build an in-kind distribution service model for PE/VC clients across North America, shaping an automated operating framework.

You will lead a 7-person team, define scope and governance, and partner with Technology and Operations to deliver scalable, AI-enabled workflows with defined SLAs and continuous improvement.