VP, Institutional Client Account Lead - Alternatives

Testing Site - JPMC; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Client Account Manager for Alternatives Investments to deliver exceptional client experiences to institutional clients, partnering with Institutional Sales and Investment Specialists to form dedicated service teams for assigned clients.

You will work with the Head of Institutional Client Account Management for Alternatives Investments on projects and engage with stakeholders at multiple levels of the organization.

Qualifications

• Asset management experience with an institutional client service background.
• Strong grasp of asset management structures, stakeholders, and servicing workflows.
• Builds deep client and internal relationships; understands servicing needs and can influence outcomes.
• Sound judgment and decision-making with a strong risk mindset.
• Meticulous attention to detail and follow-through; excellent English grammar; strong critical thinking.

Responsibilities

• Coordinate onboarding and ongoing servicing with clients and third parties; field, research, and resolve inquiries.
• Maintain understanding of each client’s global JPMorgan relationships and ecosystem across US, EMEA, APAC.
• Identify client experience improvements and operational efficiencies; drive end-to-end implementation.
• Participate in client meetings and events and collaborate with Sales to support growth.
• Plan and run internal business meetings; manage follow-ups and action items to closure.
• Create and maintain team policies, procedures, and templates; define data requirements and support MIS/KPI reporting.
• Coordinate KYC activities in partnership with Client Advisors.

Skills

Asset management

Institutional clients

Client service

KYC coordination

Stakeholder management

Financial reasoning

Multitasking

Detail oriented

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in New York seeks a Client Account Manager for Alternatives Investments to deliver exceptional client experiences to institutional clients, partnering with Institutional Sales and Investment Specialists to form dedicated service teams for assigned clients.

You will work with the Head of Institutional Client Account Management for Alternatives Investments on projects and engage with stakeholders at multiple levels of the organization.