As an IMOS Service Delivery Vice President in Client Account Services (CAS), you will be responsible for managing and delivering account reference data readiness for our Investment Middle Office Service clients. CAS IMOS Service Delivery team service our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, ranging from product expansion to new account launches and onboarding of new Third parties.
The team manages external client relationships as well as partnering with key internal stakeholders within the business, operations, and technology streams to execute client business requirements.
We continuously strive to enhance the client experience of BAU lifecycle management through straight through processing across our robust operating model and ecosystem to ensure accurate and efficient set up to market.
Job responsibilities
Primary point of contact responsible for the end-to-end client experience and satisfaction for account reference data requests
Coordination of Client Account lifecycle events with stakeholders, manage successful new account set up -Fund launches, Seg Mandates, New 3rd Parties and Closures
Relationship Management - Create long term value through the nurturing of client and key internal stakeholder relationships to deliver a consistently excellent client experience
Communication – Key liaison between functional teams (Client Services, Operations, Technology, Change Management
Process Improvement – Partner with internal stakeholders to drive continuous improvement and take an active role in shaping and implementing future target operating model
Lead client and internal calls to drive implementation deliverables and issue management
Manage & deliver reporting to client and internally – Toll gates, next actions and status through clear, concise, and audience specific updates
Required qualifications, capabilities and skills
Strong leader combined with demonstrated experience in structuring and managing projects with competing resources, priorities and changing workflows
Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organization
Experience in leading a regional team with links to global model
Ability to anticipate, analyze and create data to provide holistic insights and creative, visual story telling
Logical analysis of complex problems to drive resolutions against daily SLAs
Detail orientated and able to challenge and improve current operating practices
Strong Microsoft Office skills and excellent written and oral communication skills
Preferred qualifications, capabilities and skills
Experience or knowledge in Middle Office functions
Background of business improvement and optimisation of operating practices
Proven ability to successfully manage conflict, proven team leadership and meeting facilitation skills
Demonstrated ability to work in a team environment, and ability to adapt to a changing environment
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
JPMorganChase San Francisco, California, USA Office
San Francisco, CA, United States
Similar Jobs
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine


