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Agency Securities Finance - Relationship Manager - Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 25 days ago

No clicks

**Agency Securities Finance Relationship Manager Associate** in New York drives client-centric strategies and secures discretionary lending growth. Manage key clients, optimize revenue, and align with global trading desks. Proven industry experience, strategic mindset, and exceptional communication skills are crucial. Collaborate cross-functionally, utilizing tools like Excel, PowerPoint, Qlik Sense, and Tableau.

Compensation
Not specified

Currency: Not specified

City
New York City
Country
United States

Full Job Description

Location: New York, NY, United States

Join a global team within Securities Services at JPMorgan Chase, where you will drive client experience and strategic decisions for key discretionary lending programs. As a Relationship Manager, you will represent both the client and JPMorgan, ensuring alignment and delivery on current and future securities lending agendas.

Job summary:
Agency Securities Finance (ASF) is a global business within Securities Services, a division in the Corporate and Investment Bank (CIB) of JPMorgan Chase. The ASF business is seeking an experienced Relationship Manager based in New York. You will be responsible for business development, relationship management, revenue optimization, and performance attribution for your clients lending programs. Your role is pivotal in ensuring the business delivers on the clients strategic objectives.

Job responsibilities:
Develop and execute an annual strategy plan (updated periodically) with focus on retention, strengthening existing relationships, and revenue optimization
Responsible for organic growth in the form of additional mandates and general client wallet expansion
Understand all contractual obligations for assigned clients and ensure program is operating within those parameters
Partner with global ASF trading and investment desks on revenue optimization opportunities and present them to clients as applicable
Ensure consistent messaging, planning, and penetration strategies between ASF and Platform Sales
Serve as client advocate across trading, operations, client service, risk, credit, technology, and product
When issues occur, take responsibility for escalation, messaging to client, and identifying a timely and effective resolution.

Required qualifications, capabilities, and skills:
Proven success developing and managing client relationships
Experience in the Agency Securities Finance industry
Ability to think strategically and build persuasive arguments to drive business results
Exceptional communication and presentation skills, particularly to a senior audience
Strong interpersonal skills with the ability to collaborate with internal product partners across regions
Strong understanding of regulatory, tax, and market events and identify implications to lending program

Preferred qualifications, capabilities, and skills:
Ability to multi-task and prioritize across client coverage and internal partners
Working knowledge of MS Excel, PowerPoint, Qlik Sense, and Tableau
An excellent team player with a strong work ethic

We are responsible for the client experience and all commercial aspects and strategic decisions for our clients lending program.

Agency Securities Finance - Relationship Manager - Associate

Compensation

Not specified

City: New York City

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

25 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Agency Securities Finance Relationship Manager Associate** in New York drives client-centric strategies and secures discretionary lending growth. Manage key clients, optimize revenue, and align with global trading desks. Proven industry experience, strategic mindset, and exceptional communication skills are crucial. Collaborate cross-functionally, utilizing tools like Excel, PowerPoint, Qlik Sense, and Tableau.

Full Job Description

Location: New York, NY, United States

Join a global team within Securities Services at JPMorgan Chase, where you will drive client experience and strategic decisions for key discretionary lending programs. As a Relationship Manager, you will represent both the client and JPMorgan, ensuring alignment and delivery on current and future securities lending agendas.

Job summary:
Agency Securities Finance (ASF) is a global business within Securities Services, a division in the Corporate and Investment Bank (CIB) of JPMorgan Chase. The ASF business is seeking an experienced Relationship Manager based in New York. You will be responsible for business development, relationship management, revenue optimization, and performance attribution for your clients lending programs. Your role is pivotal in ensuring the business delivers on the clients strategic objectives.

Job responsibilities:
Develop and execute an annual strategy plan (updated periodically) with focus on retention, strengthening existing relationships, and revenue optimization
Responsible for organic growth in the form of additional mandates and general client wallet expansion
Understand all contractual obligations for assigned clients and ensure program is operating within those parameters
Partner with global ASF trading and investment desks on revenue optimization opportunities and present them to clients as applicable
Ensure consistent messaging, planning, and penetration strategies between ASF and Platform Sales
Serve as client advocate across trading, operations, client service, risk, credit, technology, and product
When issues occur, take responsibility for escalation, messaging to client, and identifying a timely and effective resolution.

Required qualifications, capabilities, and skills:
Proven success developing and managing client relationships
Experience in the Agency Securities Finance industry
Ability to think strategically and build persuasive arguments to drive business results
Exceptional communication and presentation skills, particularly to a senior audience
Strong interpersonal skills with the ability to collaborate with internal product partners across regions
Strong understanding of regulatory, tax, and market events and identify implications to lending program

Preferred qualifications, capabilities, and skills:
Ability to multi-task and prioritize across client coverage and internal partners
Working knowledge of MS Excel, PowerPoint, Qlik Sense, and Tableau
An excellent team player with a strong work ethic

We are responsible for the client experience and all commercial aspects and strategic decisions for our clients lending program.