Securities Services - Buyside Trading Services Relationship Manager - Vice President

Next Frontier Capital; Worcester (MA); On-site; USD 120,000 - 190,000; Full time

Job summary

J.P. Morgan is seeking a Buyside Trading Services Relationship Manager to support client relationships and drive organic revenue growth for the Buyside franchise, focusing on APAC with emphasis on Japan.

The role requires executing a broad client strategy, retention, and revenue optimization while monitoring market developments. You will collaborate with global trading desks, product management, and Securities Services partners to deliver coordinated client coverage and timely resolutions of

Qualifications

• Bachelor's degree or higher required.
• At least 8 years in financial services handling strategic institutional clients.
• Strong analytical and communication skills; ability to work with data and teams.

Responsibilities

• Understand contractual obligations for assigned clients and ensure compliance within parameters.
• Collaborate with Sales, Client Service, and global teams on revenue optimization and coordinated client coverage.
• Articulate Buy-side Trading Services roadmaps and how they differentiate J.P. Morgan.

Skills

Data analysis

Team player

Strong communication

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Word

Job description

J.P. Morgan Trading Services provides a scalable end-to-end suite of securities financing and derivatives and repo margin services across transaction types and asset classes, through a custody- and clearing-agnostic platform to the buyside client base, and supported by a robust client coverage model which includes the Relationship Management team.

As a Buyside Trading Services Relationship Manager, you will be responsible for and supporting the client relationship and organic revenue growth for the Trading Services Buyside client franchise across APAC, with a primary focus on Japan. You will be expected to execute a broader client strategy with focus on retention, strengthening existing relationship and revenue optimization. In addition, maintaining an awareness of the client’s requirements in relation to market events and activities is essential.

Job responsibilities

• Understand all contractual obligations for assigned clients and ensure program is operating within those parameters
• Work closely with Securities Services partners (such as Sales and Client Service) and our global trading and product teams on revenue optimization opportunities and coordinated and integrated client coverage for shared clients
• Understanding and articulation of Buy-side Trading Services product and technology roadmap and how this differentiates J.P. Morgan
• Develop and execute an annual client strategy and calling plan; key focus on revenue optimization
• Understand and communicate market and regulatory developments (e.g. Uncleared Margin Rules), identifying potential revenue opportunities or impact and acting in a consultancy/advisory capacity to the client
• Be an escalation point of client delivery issues, and work with all relevant internal J.P. Morgan parties to ensure proper focus and timely resolution
• Work directly with global Agency Securities Finance trading, investment desks, Margin Services Product Management on revenue optimization opportunities and present them to clients as applicable. More specifically, understand and utilize trading desk and product commentary to identify and explore opportunities with clients based on their portfolio and parameters.
• Partner closely with global Trading Services functional teams and Securities Services partners, relating to all aspects of clients’ program requirements and coordination
• Occasional travel may be required

Required qualifications, capabilities, and skills

• Bachelor degree or higher
• A basic understanding or experience with securities markets is a necessity
• At least 8 years of experience/knowledge in the financial services industry, handling high profile and strategic institutional investor clients
• Ability to work well with data, with strong analytical skills
• Strong communication skills and to be a team player
• Mandarin & Japanese or Korean preferred
• Proficient in Microsoft Excel/PowerPoint/Word

Preferred qualifications, capabilities, and skills

• Experienced in Securities Financing or Margin Services industry, and in a client-facing role
• Confident presentation and negotiation skills
• Ability to multi-task
• Strong ownership, positive attitude and self-motivation, proven to be accountable

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

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.

New opportunity to join our Securities Services business where you will be able to make an immediate impact!