VP, Equities Client Services & Trade Lifecycle Lead

JPMorgan Chase & Co.; Newark (DE); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Newark, DE, United States seeks a Vice President / Client Service Manager III to lead a high-performing team in the cash equities client services space.

You will oversee the trade lifecycle from booking through settlement, resolve complex breaks, and partner with Sales Trading, Operations, and Technology to modernize workflows and reduce risk. You will drive a strong control environment, deliver exceptional client service to institutional asset managers and hedge funds,

Qualifications

• Significant experience in cash equities middle office, client services, or trade support, with strong knowledge of trade lifecycle (allocations, settlement).
• Proven ability to lead teams in high-volume, deadline-driven environments with emphasis on quality and client outcomes.
• Strong client service track record, including handling escalations and complex issues.
• Solid understanding of operational risk and controls within equities processing; experience with control routines and break/fails resolution.
• Excellent analytical and problem-solving skills for root-cause analysis and durable fixes.
• Effective communicator with ability to influence across Sales Trading, Operations, Technology, and external partners.
• Ability to drive process improvements via data, automation, and workflow modernization.

Responsibilities

• Lead and develop a client service team for institutional Cash Equities clients, ensuring top-tier, first-call client experience and timely issue resolution.
• Oversee day-to-day equity trade lifecycle (capture/booking, allocations, confirmations, matching, settlement, post-settlement controls).
• Drive best-in-class allocation support with Sales Trading and clients to improve quality and reduce downstream friction.
• Manage daily controls and exception queues, escalate issues, and track remediation to closure.
• Lead breaks management strategy and promote straight-through processing to reduce manual touches and risk.
• Leverage data/analytics to identify trends, quantify impact, and prioritize improvements for client outcomes and efficiency.
• Partner with Technology to deliver process automation; define requirements, support testing, ensure changes improve control posture and client experience.
• Foster strong internal partnerships across Sales Trading, Operations, Control Management, Compliance/Risk, and external service providers.
• Serve as senior escalation point for complex client and operational issues, maintaining client relationships and firm standards.

Skills

Middle office experience

Team leadership

Client service excellence

Trade lifecycle knowledge

Operational risk & controls

Analytical problem-solving

Effective communication

Data-driven process improvement

Stakeholder influence

Job description

JPMorgan Chase & Co. in Newark, DE, United States seeks a Vice President / Client Service Manager III to lead a high-performing team in the cash equities client services space.

You will oversee the trade lifecycle from booking through settlement, resolve complex breaks, and partner with Sales Trading, Operations, and Technology to modernize workflows and reduce risk. You will drive a strong control environment, deliver exceptional client service to institutional asset managers and hedge funds,