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client services vice president

Morgan Stanley

<div><p><b>FID Client Strats | Senior Associate / Vice President<br>
</b></p><p></p><p>The FID Client Strats team is seeking a highly motivated Senior Associate or Vice President to support the Securitized Products Group (SPG) sales organization
</p><p></p><p>This role sits at the intersection of sales, trading, data, and technology, partnering closely with SPG sales leadership and senior stakeholders in New York and globally. The SPG Client Strat will help drive day‑to‑day sales strategy and execution by translating market intelligence, client insight, and large, complex datasets into clear priorities and actions. A core focus of the role is improving sales effectiveness through advanced analytics, automation, and the thoughtful application of AI‑enabled tools.
</p><p></p><p><b>Role Profile
</b></p><ul><li><p>Partner with SPG sales leadership to shape client coverage strategy, prioritization, and preparation for key client interactions, using data‑driven insights and analytical frameworks.
</p></li><li><p>Design, build, and maintain analytical tools, dashboards, and workflows to support sales strategy, client engagement, and management decision making.
</p></li><li><p>Analyze and synthesize market activity, client behavior, and product trends across securitized products, distilling complex signals into actionable insights.
</p></li><li><p>Identify and drive opportunities to improve efficiency and quality of decision making through automation, advanced analytics, and AI‑supported tools.
</p></li><li><p>Support and enhance recurring sales workflows, including client analysis, activity tracking, and preparation of sales and management materials.
</p></li><li><p>Collaborate closely with technology, data, and business partners to test, adopt, and scale new capabilities that improve sales productivity and insight generation.
</p></li><li><p>Coordinate across sales, trading, and other internal teams to ensure alignment on SPG priorities and strategic initiatives.
</p></li></ul><p></p><p><b>Skills &amp; Experience
</b></p><ul><li><p>Strong understanding of securitized products and institutional client dynamics, with the ability to connect market structure and client behavior to analytics and tooling.
</p></li><li><p>Advanced technical, analytical, and coding skills, with experience building solutions (e.g., scripts, models, dashboards, or tools) that translate complex data into clear, actionable insights for senior stakeholders.
</p></li><li><p>Proven experience working with data platforms, analytics tools, and productivity solutions in a front‑office or client‑facing context.
</p></li><li><p>Demonstrated interest in, and practical application of, automation, AI, and advanced analytics to improve day‑to‑day workflows, decision making, and business processes.
</p></li><li><p>Strong written and verbal communication skills, with the ability to explain technical concepts clearly to sales, trading, and senior leadership audiences.
</p></li><li><p>Highly organized, proactive, and comfortable operating in a fast‑paced environment, managing multiple priorities while maintaining a builder&rsquo;s mindset.
</p></li></ul><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
</p><p></p><p>Expected base pay rates for the role will be between <b>$150,000 - $200,000 </b>per year for <b>Associate </b>and <b>$225,000 - $250,000 </b>for <b>Vice President </b>, at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
</p><p></p><p>Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
</p><p></p><p>Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
</p><p></p><p>For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .</p></div><p></p>

Client Strats - Fixed Income - Senior Associate / Vice President

Goldman Sachs

<div><div><div><div><div><div><div><p><b>Goldman Sachs Asset &amp; Wealth Management:</b></p>
<p>
A career with Goldman Sachs Asset &amp; Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world&rsquo;s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset &amp; Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.</p>
<p><b>
Our Impact</b></p>
<p>
Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.</p>
<p>
CSG markets GSAM's investment products and services to institutions, financial intermediaries and advisors. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.</p>
<p><b>
Description:</b></p>
<p>
This professional will be responsible for working collaboratively to create, implement, and manage an industry leading suite of business development programs for the GSAM Client Solutions Group (CSG) in the Bank, Independent Advisor, Broker-Dealer, RIA, Retirement, Institutional, and International Channels. This position reports to GSAM&rsquo;s CSG Global Head of Business Strategy and represents the opportunity to work closely with CSG external/internal sales professionals/managers and financial professionals in a consultative and collaborative fashion.</p>
<p>
Qualified candidates should have a proven track record of successfully developing and implementing professional development, practice management, and training programs for financial advisors and financial intermediary sales professionals. Candidates must possess strong interpersonal skills, experience delivering engaging educational content, workshops, and presentations, and the ability to concurrently manage multiple initiatives and projects that involve a variety of disciplines. The candidate should be a self-starter and have an entrepreneurial spirit.</p>
<p><b>
Responsibilities:</b></p>
<ul><li>
Work collaboratively with the Business Strategy Team to develop, refine, and manage the suite of practice management programs, team development programs, and sales development programs for financial advisors/professionals and institutional clients. These clients are located in the US, EMEA, &amp; Asia.</li><li>
Coordinate with internal/external CSG sales/service to source new business and coordinate with client-advisors to ensure timely completion of projects and deliverables.</li><li>
Assist in conducting training/coaching programs for select GSAM intermediary clients designed to help them be better practitioners and professionals e.g., grow their business, better serve clients, enhance their skills.</li><li>
U.S. based.</li></ul>
<p><b>
Qualifications:</b></p>
<p>
REQUIRED EXPERIENCE/SKILLS:</p>
<ul><li>
Strong interpersonal and business analysis skills</li><li>
Understanding of business practices materials used by financial advisors and institutions</li><li>
Wealth management industry experience (10-15+ years), particularly working with financial advisors and institutions affiliated with Independent firms, Bank/Trust organizations, RIA, and Broker-Dealer firms.</li><li>
Strong public speaking skills</li><li>
Bachelor's degree</li></ul>
<p>
PREFERRED EXPERIENCE/SKILLS:</p>
<ul><li>
Experience as a financial advisor, or internal/external Sales professional</li><li>
Experience as an Executive Coach</li><li>
Direct coaching experience with financial professionals</li><li>
Industry-recognized designation: CFA, CFP, CIMA, ICF Coach</li></ul>
<p><b>
Characteristics:</b></p>
<ul><li>
Effective communication skills with all levels of firm personnel</li><li>
Self-starter</li><li>
Organized, detail-oriented and meets deadlines</li><li>
Results-oriented</li><li>
Team player</li><li>
Willing to travel (~50%) throughout the United States</li></ul></div></div></div></div></div></div><p></p><div><div><div><div><div><b><br>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
New York
JOB FUNCTION
Sales Support
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 125,000 - 290,000</p>

Asset & Wealth Management, Client Solution Group (CSG), Business Strategist, Vice President

Barclays

<div><div><p>Date live: 04/23/2026</p>
 <p>Business Area: Equity Research</p>
 <p>Area of Expertise: Research</p>
 <p>Contract: Permanent</p>
 <p>Reference Code: JR-0000101983</p>
 <p>Salary / Rate <b>$125,000.00 - $175,000.00</b></p></div></div>
<br><div><p>Join Barclays as an Equity Research Business Services, AVP, where you&rsquo;ll have the chance to collaborate with senior analysts to produce comprehensive research reports and presentations while monitoring market trends, economic indicators, and company news to update and refine investment solutions. You will also engage with institutional clients to communicate the research findings and provide strategic recommendations.</p>
<p></p><p>To be successful as an Equity Research Business Services, AVP, you should have:</p>
<p></p><p>Ability to conduct detailed analysis and valuation of companies</p>
<p></p><ul><li><p>Proficiency in financial modelling and interpreting highly detailed financial statements</p>
</li><li><p>Industrials, Financials, or relevant experience</p>
</li><li><p>Solid written and verbal communication</p>
</li><li><p>The ability to effectively convey research investment recommendations to clients</p>
</li></ul><p></p><p>Some other highly valued skills may include:</p>
<p></p><ul><li><p>Familiarity with financial software and databases such as Bloomberg, and advanced Excel</p>
</li><li><p>Experience in building and maintaining relationships with institutional clients</p>
</li><li><p>Ability to lead projects and mentor junior analysts</p>
</li><li><p>FINRA licensing: SIE, S63, S86, S87</p>
</li><li><p>CFA designation or in process</p>
</li></ul><p></p><p>You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.</p>
<p></p><p>This role is located in New York, NY.</p>
<p></p><p>This role is regulated by FINRA.</p>
<p></p><p>Minimum Salary: $125,000</p>
<p>Maximum Salary: $175,000</p>
<p></p><p>The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.</p>
<p><b>Purpose of the role</b></p>
<p>To produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients.</p>
<p></p><p><b>Accountabilities</b></p>
<ul><li>Analysis of market, sector, corporate and/or economic data to help develop investment theses for your coverage universe to produce best in class Research.</li>
<li>Research may range from individual company or sector notes, through to long dated thematic reports.</li>
<li>Presentation of Research views to Barclays Clients; this can be through direct, face to face and virtual interactions, Research hosted events and written communications.</li>
<li>Engagement with Markets, Client Strategy and other stakeholders, to raise awareness of your Research both to Clients and internally. Prioritise interaction with the most relevant and valuable Clients for your Research.</li>
<li>Provision of insights and Research views to internal Clients to help them navigate financial markets and risks.</li>
<li>Collaboration with the Supervisory Analyst, Compliance and other stakeholders to ensure Research is produced and delivered to Clients and internal stakeholders in a compliant manner.</li>
</ul><p></p><p><b>Vice President Expectations</b></p>
<ul><li>To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..</li>
<li>If managing a team, they define jobs and responsibilities, planning for the department&rsquo;s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..</li>
<li>If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others..</li>
<li>OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..</li>
<li>Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.</li>
<li>Manage and mitigate risks through assessment, in support of the control and governance agenda.</li>
<li>Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.</li>
<li>Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.</li>
<li>Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.</li>
<li>Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.</li>
<li>Adopt and include the outcomes of extensive research in problem solving processes.</li>
<li>Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.</li>
</ul><p></p><p>All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</p></div>

Equity Research Business Services, AVP

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Champion cutting-edge service design to shape customer experiences and influence strategic initiatives in a leading financial institution. Lead cross-functional teams to deliver excellence in service design.</p><p>
</p><p>As a Vice President Service Design on our Open Banking team in Connected Commerce, you will play a pivotal role in shaping end-to-end customer experiences by leveraging your deep expertise in service design and systems thinking. Spearhead strategically important initiatives, collaborating with diverse teams to develop innovative solutions that align with business objectives and enhance customer satisfaction. As an expert in service design, apply your advanced knowledge of service design principles to create seamless, inclusive, and accessible experiences for our diverse clientele. Your strategic thinking, compelling storyboards, and guidance to cross-functional teams will be instrumental in delivering exceptional service experiences.</p><p>
</p><p><b>Job responsibilities</b></p><ul><li>
Develop and implement a comprehensive service strategy to focus on direct and indirect experiences and align business objectives and customer experience enhancement across multiple products and platforms.</li><li>
Lead cross-functional teams to create storyboards, service blueprints, and research to identify pain points, opportunities for improvement, and champion innovation in products and features of moderate complexity.</li><li>
Design service blueprints and document processes and touchpoints and incorporate inclusive design principles for seamless, personalized, and accessible experiences.</li><li>
Create experience maps and service prototypes to illustrate customer journeys, with an iterative mindset for continuous refinement.</li><li>
Collaborate with stakeholders and product partners to integrate customer-centric decision-making, inform prioritization, and develop experience-led metrics to align business goals.</li><li>
Partner with Open Banking teams to design and optimize service experiences that support secure, scalable, and innovative API-driven products for both enterprise clients and consumers.</li><li>
Translate complex regulatory and compliance requirements into intuitive service touchpoints, ensuring seamless integration across B2B and B2C channels, and develop frameworks for measuring and improving service quality, customer satisfaction, and adoption rates in Open Banking initiatives.</li><li>
Drive co-creation workshops with internal and external stakeholders including fintech partners and enterprise clients to identify needs and shape differentiated service offerings.</li><li>
Understand Open Banking principles, API ecosystems, and their impact on customer and partner experiences, and experience designing experiences for both B2B and B2C audiences, with proven ability to balance the needs of enterprise clients and end consumers.</li><li>
Lead the design and implementation of agentic service experiences, leveraging AI-driven agents to deliver proactive, personalized, and context-aware interactions for both B2B and B2C users.</li><li>
Collaborate with engineering and architecture teams to integrate Model Context Protocol (MCP) and orchestration layers into service design, ensuring seamless interoperability and dynamic service composition across platforms.</li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills</b></p><ul><li>
5+ years of experience or equivalent expertise in service design, experience design, or a related field, focusing on end-to-end customer experiences.</li><li>
Proven record in innovative service design projects, including journey mapping, service blueprinting, and storyboarding.</li><li>
Demonstrated expertise in creating direct and indirect experiences for diverse users.</li><li>
Ability to work in cross-functional teams, facilitate collaboration, and encourage consensus toward common goals and objectives.</li><li>
Experience with fast-paced, iterative design approaches involving frequent testing and refining of concepts.</li><li>
Deep understanding of Open Banking principles, API ecosystems, and their impact on customer and partner experiences.</li><li>
Experience designing services for both B2B and B2C audiences, with proven ability to balance the needs of enterprise clients and end consumers.</li><li>
Strong knowledge of financial services regulations and compliance, with ability to translate requirements into actionable service design solutions.</li><li>
Demonstrated ability to lead service design projects involving third-party integrations, partnerships, or platform ecosystems.</li><li>
Hands on experience designing or implementing agentic experiences, conversational AI, or autonomous service flows within complex digital ecosystems.</li><li>
Familiarity with orchestration layers, workflow automation, or Model Context Protocol (MCP) for enabling scalable, modular service architectures.</li></ul><p>
</p><p><b>Preferred qualifications, capabilities, and skills</b></p><ul><li>
Experience working with Open Banking platforms, fintech partnerships, or digital banking transformation initiatives.</li><li>
Familiarity with agile methodologies and design sprints in the context of financial services or technology-driven environments.</li><li>
Advanced proficiency in service design tools, methods (e.g. Figma, Service Blueprinting software) and research.</li><li>
Track record of delivering measurable improvements in customer satisfaction, engagement, or operational efficiency through service design.</li><li>
Strong communication and stakeholder management skills, with ability to influence at all levels of the organization.</li><li>
Demonstrated success in deploying agentic or AI-powered service experiences in financial services or related industries.</li><li>
Experience collaborating with platform teams to leverage orchestration frameworks, MCP, or similar protocols for end-to-end service delivery.</li></ul>
<b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>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.
</p><p></p><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div>

Service Design Vice President

<div><b>JOB DESCRIPTION</b><p><br>
As an Equities Coverage Sales Trader, you will join the Electronic Client Solutions team, which is the client-facing organization for all automated trading capabilities in Cash Equities. This team builds, manages and delivers the leading industry platform for algorithmic execution, automated liquidation solutions, data, analytics and low latency trading capabilities to institutional, hedge fund and systematic trading firms. The role combines client trader coverage, Americas equity market structure expertise and hands-on execution oversight &ndash; driving adoption, execution quality and franchise growth.
</p><p>Job Responsibilities</p><ul><li>
Work closely with various business partners across Prime Brokerage, Sales and Equities Trading to manage target lists for electronic execution and track progress vs revenue and growth goals</li><li>
Maintain regular active dialogue with key trading and decision-making personnel at client firms</li><li>
Act as primary point of contact for execution strategy discussions: urgency, benchmark selection/slippage, liquidity capture goals, routing preferences etc.
</li><li>Deliver timely, credible market color and practical guidance tied to the Americas equity liquidity environment (volatility regimes, auction dynamics, fragmentation etc)
</li><li>Partner with sales and product teams to maximize electronic volume from clients through efficient client coverage, clear differentiation, and disciplined follow-through (connectivity, trading workflow etc).
</li><li>Be an integral member of the electronic coverage team, working together to provide a positive client experience
</li></ul><p></p><p>Required qualifications, capabilities, and skills</p><ul><li>
Demonstrate strong ability to communicate effectively with client traders in fast-moving markets; strong ownership mindset and responsiveness
</li><li>Ability to collaborate across stakeholders (Sales, Trading, Product, Technology, Legal, Compliance) and drive deliverables to completion
</li><li>Strong understanding/experience in the electronic equities execution space (algorithms, routing concepts, DMA/low-latency workflows, liquidity landscape etc)
</li><li>4 year college degree
</li></ul><p></p><p>Preferred qualifications, capabilities, and skills</p><ul><li>
Prior experience in equities sales trading/execution coverage, with the ability to discuss market microstructure and execution trade-offs with sophisticated client traders
</li><li>Prior technical experience with data and analytics reporting and platforms
</li><li>Working knowledge of synthetic prime brokerage and swap trading solutions</li><li>
Series 7, 63, 55
</li></ul><p></p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Global Equities - Electronic Client Solutions – Coverage – Vice President

Confidential

<div>
 <p>
  <strong>
   About the Company
  </strong>
 </p>
 <p>
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  The Vice President, Human Resources is a working executive accountable for the design, governance, execution, and outcomes of all human capital frameworks in alignment with the organizational strategies and objectives. This role functions as a working executive position, with the Vice President actively engaged in execution and delivery rather than serving solely as a departmental overseer. Human Resources operates as an execution and enforcement function driven by applicable federal, state, and local law, healthcare regulatory requirements, and company policies and conditions of employment. It operates in service of the company&rsquo;s objectives and mission. Employees are a critical organizational asset and are managed to ensure performance, compliance, and alignment with enterprise standards.
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  <strong>
   About the Role
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  The Vice President, Human Resources is responsible for establishing and enforcing systems that ensure:
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   Legal and regulatory compliance
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   Recruitment, Retention, Attrition of workforce capability and performance
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   Organizational discipline and accountability
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   Scalable infrastructure to support a 24/7 clinical-operational environment
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  This role carries both executive leadership authority and direct operational accountability and requires active hands-on execution, and full ownership of outcomes.
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   Responsibilities
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  CORE PRINCIPLES OF THE ROLE:
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   The Vice President, Human Resources actively designs and governs all Human Resources systems and is accountable for their execution in alignment with applicable federal, state, and local law, healthcare regulatory requirements, and company policies and conditions of employment.
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   The organization defines standards; Human Resources ensures adherence.
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   All Human Resources authority is exercised under the direction and governance of the Chief Operating Officer.
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   Leadership is accountable for workforce performance; Human Resources enforces the systems that enable and govern that performance.
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   Compliance is non-negotiable and must be proactively managed.
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   Human Resources is not advisory-only; it is an enforcement and execution function.
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   Organizational need, performance, and regulatory compliance take precedence in all Human Resources decisions.
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  The following functions report directly to the Vice President, Human Resources:
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   Recruitment / Talent Acquisition
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   Employee Relations and Investigations
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  ESSENTIAL DUTIES AND RESPONSIBILITIES:
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  In collaboration with and at the direction of the Chief Operating Officer, the Vice President, Human Resources is responsible for:
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   Organizational Governance &amp; Workforce Control
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   Establish and enforce HR policies and standards
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   Ensure alignment with organizational objectives
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   Maintain centralized HR governance
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   Enforce uniform application of policies
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   Legal, Regulatory, and Compliance Oversight
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   Enforce compliance with all employment laws
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   Lead employment risk management
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   Lead investigations
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   Coordinate with external counsel at the direction and governance of the COO
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   Workforce Performance Systems
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   Implement performance management systems
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   Provides leadership over performance management, corrective action, and separation decisions
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   Enforce accountability
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   Talent Acquisition
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   Lead hiring frameworks
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   Ensure alignment with organizational needs
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   Maintains direct leadership and operational control over Recruitment
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   Directly involved in hiring decisions
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   Succession planning and execution
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   Compensation and Benefits
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   Recommend and develop compensation strategy
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   Ensure defensibility and consistency
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   Employee Relations
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   Maintains direct leadership and operational control over Employee Relations/Investigations
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   Leads employee complaints and grievance resolution
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   Directly involved in investigations and resolutions of employee matters
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   Enforce conduct standards
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   Policy Control
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   Develop and enforce policies
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   Maintain version control
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   Training and Development
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   Design and implement HR-related training
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   Support leadership capability
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   Workforce Metrics
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   Maintain and analyze HR data and trends
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   Drive improvements
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   Executive Accountability
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   Serve as senior leader accountable for execution and outcomes
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   Act as a trusted advisor to the leadership
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   Competency Management
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   Establish, assess, and enforce competencies in collaboration with departmental leadership; departmental leadership remains accountable for role-specific competency and performance
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   Maintain audit-ready documentation
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   Require revalidation and corrective action
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   Qualifications
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   Bachelor&rsquo;s degree required (Human Resources, Business, Labor Relations, or related)
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   Master&rsquo;s degree preferred (MBA, MHRM, MSIR, or Organizational Psychology)
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  Professional certifications preferred:
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   SHRM-SCP
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   SPHR
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   12&ndash;15+ years progressive HR leadership experience
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   5&ndash;7+ years at a senior/enterprise level
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   Proven leadership across:
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   Employee relations
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   Talent management
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   Compensation and benefits
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   Compliance and investigations
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   Organizational design and change management
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 </ul>
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 </p>
</div>


Vice President Human Resources

<div><b>JOB DESCRIPTION</b><p><br>
Join a core product team at JPMorganChase, where your expertise in Asset Servicing will shape the future of securities services across the US and LATAM. As a key leader, you will define and deliver an integrated custody asset servicing roadmap, collaborating with internal stakeholders, vendors, and industry groups to drive innovation and operational excellence.</p><p><br>
As the Asset Servicing Product Lead, you will own product definitions and drive the integrated roadmap for custody asset servicing, including corporate actions, proxy voting, and securities litigation. You will partner closely with stakeholders to streamline processes, enhance efficiency, and ensure a competitive offering for clients in the US and LATAM markets.</p><p><b>
Job responsibilities</b></p><ul><li>
Drive execution of an integrated product roadmap, platform, and target operating model for asset servicing in the US and LATAM markets, partnering with product, operations, and technology teams.</li><li>
Own US and LATAM market Asset Servicing product definitions supporting strategic technology transformation initiatives.</li><li>
Identify and implement opportunities to streamline operating models, define new standards, and digitize processes to reduce cost, enhance efficiency, and reduce risk.</li><li>
Engage with key clients to ensure competitive offerings and robust operating models.</li><li>
Manage proactive reviews with clients, vendors, and industry utilities to develop future asset servicing strategy.</li><li>
Lead risk, control, balance sheet, and business enablement initiatives for Asset Servicing products.</li><li>
Represent JPMorganChase at industry forums and partner with vendors on product roadmap and new opportunities, including service and pricing negotiations.</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul><li>
Strong project execution skills, strategic thinking, and ability to drive change across a large organization.</li><li>
Deep operational expertise in custody asset servicing event lifecycles, infrastructure, and risk elements; ability to define target-state operating models and re-engineer processes at scale.</li><li>
U.S. market knowledge, including transfer agency functions, DTCC Asset Servicing product suite, and post-trade infrastructure.</li><li>
Client-focused mindset, developing client operating models and synthesizing user experience reviews into change strategy.</li><li>
Proven ability to drive change and standardization in the industry through forums such as SIFMA, STA, AGC, or ISITC.</li><li>
Strong working knowledge of technology for asset servicing.</li><li>
Strong communication skills, able to present concepts, influence, and partner with stakeholders across the organization.</li></ul><p><b>
Preferred qualifications, capabilities, and skills</b></p><ul><li>
Demonstrated ability to thrive in a large, global, matrixed organization and cultivate strong cross-functional teams.</li></ul><p><br>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Securities Services - Asset Servicing Product Lead - Vice President

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