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Relationship Manager - Agency Securities Finance – Vice President

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 7 days ago

No clicks

The **Vice President - Relationship Manager** role with JPMorganChase involves strengthening client relationships and driving organic growth for discretionary lending programs. Responsibilities encompass leading business development, optimizing revenue, and serving as a client advocate across various teams. Proven success in client relationship development, industry experience, strategic thinking, and strong communication skills are essential, with a preferred understanding of tools like MS Excel, PowerPoint, Qlik Sense, and Tableau. Drive strategic securities lending agendas through innovative solutions and exceptional service.

Compensation
Not specified USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

Location: NY, United States

Join a world-class team at JPMorganChase, where your expertise shapes the future of Agency Securities Finance. As a Relationship Manager, you will be the trusted advisor and advocate for key clients, ensuring their strategic securities lending agenda is realized through innovative solutions and exceptional service.


As the Agency Securities Finance Relationship Manager, you will be responsible for all commercial decisions and client experience for discretionary lending programs. You will lead business development, optimize revenue, and represent both JPMorganChase and the client to ensure alignment and delivery of strategic objectives. Your role is pivotal in strengthening relationships, expanding client mandates, and driving performance within the Securities Services division of the Corporate and Investment Bank.

Job responsibilities

  • Develop and execute an annual strategy plan focused on retention, relationship strengthening, and revenue optimization
  • Drive organic growth through additional mandates and client wallet expansion
  • Ensure all contractual obligations for assigned clients are met and programs operate within parameters
  • Partner with global ASF trading and investment desks to identify and present revenue optimization opportunities
  • Align messaging, planning, and penetration strategies between ASF and Platform Sales
  • Serve as client advocate across trading, operations, client service, risk, credit, technology, and product
  • Take responsibility for issue escalation, client messaging, and timely resolution
  • Required qualifications, capabilities, and skills

  • Proven success in developing and managing client relationships
  • Experience in the Agency Securities Finance industry
  • Strategic thinking and ability to build persuasive arguments to drive business results
  • Exceptional communication and presentation skills, especially to senior audiences
  • Strong interpersonal skills and ability to collaborate with internal product partners across regions
  • Strong understanding of regulatory, tax, and market events and their implications for lending programs
  • 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
  • Excellent team player with a strong work ethic
  • Spanish language skills preferred but not required
  • Drive client experience and commercial success for global securities lending programs in the CIB division.

    Relationship Manager - Agency Securities Finance – Vice President

    Compensation

    Not specified USD

    City: New York City

    Country: United States

    J.P. Morgan logo
    Bulge Bracket Investment Banks

    7 days ago

    No clicks

    at J.P. Morgan

    ExperiencedNo visa sponsorship

    The **Vice President - Relationship Manager** role with JPMorganChase involves strengthening client relationships and driving organic growth for discretionary lending programs. Responsibilities encompass leading business development, optimizing revenue, and serving as a client advocate across various teams. Proven success in client relationship development, industry experience, strategic thinking, and strong communication skills are essential, with a preferred understanding of tools like MS Excel, PowerPoint, Qlik Sense, and Tableau. Drive strategic securities lending agendas through innovative solutions and exceptional service.

    Full Job Description

    Location: NY, United States

    Join a world-class team at JPMorganChase, where your expertise shapes the future of Agency Securities Finance. As a Relationship Manager, you will be the trusted advisor and advocate for key clients, ensuring their strategic securities lending agenda is realized through innovative solutions and exceptional service.


    As the Agency Securities Finance Relationship Manager, you will be responsible for all commercial decisions and client experience for discretionary lending programs. You will lead business development, optimize revenue, and represent both JPMorganChase and the client to ensure alignment and delivery of strategic objectives. Your role is pivotal in strengthening relationships, expanding client mandates, and driving performance within the Securities Services division of the Corporate and Investment Bank.

    Job responsibilities

  • Develop and execute an annual strategy plan focused on retention, relationship strengthening, and revenue optimization
  • Drive organic growth through additional mandates and client wallet expansion
  • Ensure all contractual obligations for assigned clients are met and programs operate within parameters
  • Partner with global ASF trading and investment desks to identify and present revenue optimization opportunities
  • Align messaging, planning, and penetration strategies between ASF and Platform Sales
  • Serve as client advocate across trading, operations, client service, risk, credit, technology, and product
  • Take responsibility for issue escalation, client messaging, and timely resolution
  • Required qualifications, capabilities, and skills

  • Proven success in developing and managing client relationships
  • Experience in the Agency Securities Finance industry
  • Strategic thinking and ability to build persuasive arguments to drive business results
  • Exceptional communication and presentation skills, especially to senior audiences
  • Strong interpersonal skills and ability to collaborate with internal product partners across regions
  • Strong understanding of regulatory, tax, and market events and their implications for lending programs
  • 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
  • Excellent team player with a strong work ethic
  • Spanish language skills preferred but not required
  • Drive client experience and commercial success for global securities lending programs in the CIB division.