VP Cash Equities Client Services & Trade Lifecycle Leader

Archer; Newark (NJ); On-site; USD 150,000 - 230,000; Full time

Job summary

Archer partners with JPMorgan Chase to provide premier North American Cash Equities Client Services. The Vice President / Client Service Manager III will lead a high-performing team responsible for trade transmission from booking to post-settlement, ensuring accuracy, strong controls, and proactive issue resolution.

The role emphasizes collaboration with Sales Traders, Clients, Service Providers, Operations, Technology, and Control Management to modernize workflows through data and automation

Qualifications

• Significant experience in Cash Equities middle office / client services / trade support with strong working knowledge of the equity trade lifecycle.
• Proven ability to lead teams in a high-volume, deadline-driven environment.
• Track record of exceptional client service, including managing escalations and strengthening institutional relationships.
• Strong understanding of operational risk and controls within an equities processing environment.
• Strong analytical and problem-solving skills with the ability to perform root-cause analysis.
• Excellent communication and interpersonal skills to influence across Sales Trading, Operations, Technology, and external counterparties.
• Strong digital literacy and ability to drive process improvements through data, automation, and workflow modernization.

Responsibilities

• Lead and develop a client service team supporting institutional Cash Equities clients, ensuring a consistent, high-quality, “first call” client experience and timely resolution of trade-related inquiries and escalations.
• Own day-to-day oversight of the equity trade lifecycle (trade capture/booking, allocations, confirmations, matching, settlement, and post-settlement), ensuring breaks are identified early and resolved with strong root-cause discipline.
• Drive best-in-class allocation support (including accuracy, timeliness, and exception management), partnering with Sales Trading and clients to improve allocation quality and reduce downstream operational friction.
• Manage and enhance daily controls (control reports, exception queues, break management routines, fails metrics), ensuring issues are escalated appropriately and remediation is tracked to closure.
• Lead fails management strategy (break resolution, trade repair, preventative action plans) and champion straight-through processing improvements to reduce manual touchpoints and operational risk.
• Leverage data and analytics to identify trends (recurring breaks, client behaviors, process bottlenecks), quantify impact, and prioritize improvements that enhance client outcomes and operational efficiency.
• Partner with Technology and stakeholders to deliver process automation and workflow enhancements; define requirements, support testing, and ensure changes improve control posture and client experience.
• Foster strong internal partnerships across Sales Trading, Operations, Control Management, Compliance/Risk (as applicable), and external service providers to deliver timely outcomes and influence effective change.
• Act as a senior escalation point for complex client and operational issues, applying advanced conflict management and stakeholder influence to drive resolution while protecting client relationships and firm standards.

Skills

Cash Equities

Middle office

Team leadership

Client service

Trade lifecycle

Job description

Archer partners with JPMorgan Chase to provide premier North American Cash Equities Client Services. The Vice President / Client Service Manager III will lead a high-performing team responsible for trade transmission from booking to post-settlement, ensuring accuracy, strong controls, and proactive issue resolution.

The role emphasizes collaboration with Sales Traders, Clients, Service Providers, Operations, Technology, and Control Management to modernize workflows through data and automation