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

PruittHealth

<b>JOB PURPOSE:</b><br>
The Senior Vice President (SVP) of Clinical Services – Home and Community-Based Services (HCBS) is a strategic executive leader responsible for overseeing the clinical operations, quality assurance, and regulatory compliance of all HCBS programs. This role ensures the delivery of high-quality, person-centered care across diverse settings including home health, hospice, personal care and other community-based services. The SVP will lead multidisciplinary teams, drive clinical innovation, and collaborate with internal and external stakeholders to advance organizational goals and improve patient outcomes.
<br><br>
<b>KEY RESPONSIBILITIES:</b><br>
1. Understands supports and interprets PruittHealth vision and mission for direct reports and division clinical service personnel.
<br>2. Demonstrates knowledge of and assumes responsibility for communication of PruittHealth policies and procedures, state and federal regulations to direct reports and all clinical service personnel.
<br>3. Responsible for analyzing trends from all available data sources, individual centers and regions, for strategic review with senior vice presidents of operations and area vice presidents of operations for performance improvement.
<br>4. Provides quality-consulting services to operations at all stages of planning, implementation of new services or programs that impact quality of care and service, including budgetary considerations and timeframes.
<br>5. Provides required monthly reports (Power BI) that are direct, concise and value-added to division and corporate team.
<br>6. Follows appropriate lines of communication and endorse the concept of “no surprises” for
<br>the division and corporate team.
<br>7. Follow up on new initiatives, action plan and appropriately assesses programs, to ensure optimal benefit to the organization.
<br>8. Participating in the clinical services executive council, assigned special projects, task forces or other professional forums to develop, improve or implement programs, policies or standards
<br>Strategic Leadership
<br>9. Develop and execute clinical strategies aligned with organizational goals and regulatory requirements.
<br>10. Lead clinical integration across HCBS programs to ensure continuity of care and operational efficiency.
<br>Clinical Oversight
<br>11. Provide clinical direction and supervision to regional and program-level clinical leaders.
<br>12. Ensure evidence-based practices are implemented and maintained across all service lines.
<br>13. Monitor clinical performance metrics and drive continuous improvement initiatives. Exercises professional judgment in evaluating center/division quality issues and notifies senior vice president of operations, chief clinical officer and the chief operations officer, if issues are not resolved in a timeframe defined by State and Federal Regulations, Patient Care Management Systems and/or PruittHealth policies and procedures.
<br>14. Ensure that the senior nurse consultants know how to effectively use the tools and systems available to support them in meeting quality of service and care standards.
<br>15. Supports linkage of PruittHealth priorities with division needs and supports the division in meeting PruittHealth strategic plan, and performance standards.
<br>16. Design and deliver quality training to the division to support division business strategy objectives for systems, services and/or programs.
<br>Quality & Compliance
<br>17. Completes and documents competency on PruittHealth policies, procedures, standards including use of all data sources.
<br>18. Provide consulting expertise on efficient and effective clinical operations and/or productivity improvement while ensuring core standards are met.
<br>19. Participates with clinical and operations team as content expert in the design, implementation, and training for systems, services and/or programs.
<br>20. Completes implementation plan for new policies, procedures, systems and program rollout for approval, monitors implementation and submits a monthly report regarding division progress.
<br>21. Oversee quality assurance and reporting programs, including audits, incident reporting, and corrective action plans.
<br>22. Ensure compliance with federal, state, and local regulations, including CMS, Medicaid, and accreditation standards.
<br>23. Lead initiatives to improve patient safety, satisfaction, and clinical outcomes.
<br>Talent Development
<br>24. Provides an assessment of direct reports professional competency to meet PruittHealth standards. Assessment includes a development plan for any area identified as needing improvement.
<br>25. Serves as the key member of the division team in the recruitment and selection of senior nurse consultants. Facilitates interview schedule for potential new hires with division and region team members.
<br>26. Assumes responsibility for orientation of senior nurse consultants and clinical services personnel.
<br>27. Foster a culture of accountability, collaboration, and professional growth.
<br>28. Develop and implement training programs to enhance clinical competencies and leadership skills.
<br>Stakeholder Engagement
<br>29. Collaborate with payers, providers, community organizations, and regulatory bodies.
<br>30. Represent the organization in industry forums, advocacy efforts, and public health initiatives.
<br>31. Build strong relationships with clients, families, and caregivers to ensure responsive and compassionate care.
<br><br>
<b>KNOWLEDGE, SKILLS, ABILITIES:</b><br>
<ul>
<li>Provides required weekly and monthly reports that are direct, concise and value-added to division and corporate team.</li>
<li>Follows appropriate lines of communication and endorse the concept of “no surprises” for</li>
</ul>
the division and corporate team.
<br><ul>
<li>Follows up on new initiatives, action plan and appropriately assesses programs, to ensure optimal benefit to the organization.</li>
<li>Participates on the clinical services executive council, assigned special projects, task forces or other professional forums to develop, improve or implement programs, policies or standards</li>
<li>Deep understanding of HCBS models, including Medicaid waiver programs, home health, hospice.</li>
<li>Knowledge of clinical governance, quality assurance, and performance improvement frameworks.</li>
<li>Familiarity with regulatory standards (e.g., CMS, Joint Commission, state health departments).</li>
<li>Expertise in healthcare operations, clinical informatics, and population health management.</li>
<li>Awareness of trends in aging, disability services, and community-based care innovations.</li>
<li>Strategic leadership and executive decision-making.</li>
<li>Strong analytical and problem-solving abilities.</li>
<li>Excellent communication and interpersonal skills.</li>
<li>Financial acumen and experience with budgeting and resource allocation.</li>
<li>Change management and organizational development.</li>
<li>Proficiency in clinical documentation systems and data analytics tools.</li>
<li>Ability to lead and inspire multidisciplinary teams across geographically dispersed locations.</li>
<li>Ability to interpret complex regulations and translate them into operational policies.</li>
<li>Ability to foster a culture of accountability, compassion, and continuous improvement.</li>
<li>Ability to manage competing priorities in a dynamic healthcare environment.</li>
</ul>
<b>MINIMUM EDUCATION REQUIRED:</b><br>
Master’s degree or higher in Nursing, Social Work, Public Health, or related clinical field
<br><br>
<b>MINIMUM EXPERIENCE REQUIRED:</b><br>
10 years of progressive leadership experience in home and community-based clinical services.
<br><br>
<b>MINIMUM LICENSURE/CERTIFICATION REQUIRED BY LAW:</b><br>
Active license in licensed field, RN, OT, PT, Speech Pathologist
<br><b>ADDITIONAL QUALIFICATIONS:</b> (Preferred qualifications)
<br><ul>
<li>Experience with value-based care models and population health strategies.</li>
<li>Familiarity with electronic health records (EHR) and data analytics platforms.</li>
<li>Ability to lead change in complex, multi-site environments.</li>
<li>Commitment to diversity, equity, and inclusion in healthcare delivery.</li>
</ul>
Family Makes Us Stronger. Our family, your family, one family. Committed to loving, giving, and caring. United in making a difference.
<br>We are eager to connect with you! Apply Now to get started at PruittHealth!
<br>As an Equal Employment Opportunity employer, all qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, or veteran status.
<br><br>
<b>For Florida Job Postings Only:</b><br>
For more information regarding Florida’s Care Provider Background Screening Clearinghouse Education and Awareness, please visit https://info.flclearinghouse.com

Senior Vice President Clinical Services - Home and Community - Based Services

<div><p>At BNY, our culture allows us to run our company better and enables employees&rsquo; growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world&rsquo;s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.</p><p>
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance &ndash; and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.</p><p>
We&rsquo;re seeking a future team member for the role of Vice President, Cliet Service Manager to join our Global Collateral team. This role is located in New York or Lake Mary.</p><p>
In this role, you&rsquo;ll make an impact in the following ways:</p><ul><li>
Work with external clients to resolve the most complex day-to-day issues related to Global Collateral Management and direct them to appropriate resources at BNY.</li><li>
Engage with other team members across the division in providing support to clients on addressing and resolving complex operational and technical issues and ensuring requests are executed.</li><li>
Applies advanced problem- solving skills, judgement, and extensive experience to analyze information.</li><li>
Use communication skills to deliver high quality service to Global Collateral clients.</li><li>
Provides key individuals at assigned clients information related to BNY products and services.</li></ul><p><br>
To be successful in this role, we&rsquo;re seeking the following:</p><ul><li>
Bachelor&rsquo;s degree or the equivalent combination of education and experience is required.</li><li>
7-10 years of total work experience preferred in Global Collateral Management.</li><li>
Experience in an operational area and/or client services using the AccessEdge and Nexen systems.</li></ul><p>
At BNY, our culture speaks for itself, check out the latest BNY news at:</p><p>
BNY Newsroom</p><p>
BNY LinkedIn</p><p>
 Here&rsquo;s a few of our recent awards:</p><ul><li><div>
America&rsquo;s Most Innovative Companies, Fortune, 2025</div></li><li><div>
World&rsquo;s Most Admired Companies, Fortune 2025</div></li><li><div>
&ldquo;Most Just Companies&rdquo;, Just Capital and CNBC, 2025</div></li></ul><p><br>
Our Benefits and Rewards:</p><p>
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life&rsquo;s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.</p><p>
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.</p><p><br>
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $153,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.<br>
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.</p></div>

Vice President, Client Service Management (Global Collateral)

CBRE

<b>About The Role:</b><br>
As a CBRE VAS Senior Vice President, you will be responsible for and set growth and develop strategies for local or regional appraisal practice.
<br>This job is part of the Valuation function. They are responsible for inspecting and resolving values of land, property, and businesses.
<br><br>
<b>What You'll Do:</b><br>
Set the regional appraisal growth strategy by quantifying the market size, competitors, and position for cost segregation.
<br>Apply extensive and diversified knowledge of principles, sophisticated techniques, and theories to build outstanding solutions.
<br>Demonstrate deep knowledge of groundbreaking theories, techniques, and/or technologies within own function.
<br>Use expertise in various job areas to mentor and support others effectively.
<br>Lead by example and model behaviors that are consistent with CBRE RISE values. Negotiates with senior management, customers, regulators, or vendors to influence decisions of strategic importance. Anticipate potential objections, and persuade others, often at senior levels and of divergent interest, to adopt a different point of view.
<br>Drive the direction and prioritization for programs, projects, or services.
<br>Significantly impact the design of policies and procedures. Provide moderate impact on the business direction through the development of innovative services or products.
<br>Work with other CBRE business lines to identify cross-selling opportunities.
<br>Build a national team to scale the cost segregation practice in to one of the nation's top providers.
<br><br>
<b>What You'll Need:</b><br>
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
<br>Bachelor’s degree (BA/BS) with 12 years of related experience required. Master’s degree preferred.
<br>Multi-dimensional, conceptual, and innovative thinking to develop new solutions.
<br>Ability to identify and solves the most complex problems.
<br>In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
<br>Expert organizational skills with an unparalleled inquisitive approach.
<br>Guide math skills. Ability to calculate sophisticated figures such as percentages, fractions, and other financial related calculations.
<br><br>
Why CBRE
<br>When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
<br>Our Values in Hiring
<br>At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
<br>Disclaimers
<br>Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
<br><b>Equal Employment Opportunity:</b> CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
<br><br>
<b>Candidate Accommodations:</b> CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

VAS Senior 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

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>
As a Service Design Vice President in Digital, 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>
AI is rapidly changing the face of customer experience. With Agentic, we have the opportunity to help our customers realize their full financial potential in ways that we are just beginning to imagine. The Digital team is creating these new experiences with a platform approach to enable our Lines of Business. Collaborating with a fast-paced, multidisciplinary team, the Vice President of UX Research will play a pivotal role in imagining, testing, and realizing Agentic experiences for our customers.</p><p><b>
Job responsibilities</b></p><ul><li>
Develop and implement a servicing strategies focused on merging existing channels with emerging technologies in a way that aligns business objectives with 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>
Prototype and validate agentic experiences in close partnership with engineering and AI platforms</li><li>
Design for trust, control, and progressive autonomy in agentic systems</li><li>
Translate complex agentic platforms into scalable, repeatable experience patterns</li>
Champion experience‑led decision making in ambiguous, fast‑moving environments<br>
<li>
</li></ul><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></ul><p>
</p><p><b>Preferred qualifications, capabilities, and skills</b></p><ul><li>
Experience with agentic technology, large language models, and the latest services and customer experiences bringing those technologies to market</li><li>
Experience building or deploying technology incorporating machine learning, large language models or agents</li></ul><p><br>
</p><p></p><br>
<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>
Join JPMorgan Chase, a hub for strategic thinkers passionate about leading change initiatives. Our Securities Services business offers comprehensive services for investment managers and asset owners. The Complex Assets Product Development team is at the forefront of change, managing both strategic and tactical investments to meet crucial client and business needs, from small scale projects to full scale platform re-engineering and migration programs.</p><p><br>
As a Vice President in the Complex Assets Product Development team, you will collaborate with global Operations, Technology, external Clients, and other stakeholders to deliver impactful change initiatives. You will be responsible for project planning, requirements analysis, coordination with Tech/QA teams for design, development &amp; test execution, transition/go-live phases, and Client onboarding planning/execution.</p><p><b>
Job responsibilities</b></p><ul><li>
Build strong working relationships with Operations end-users and Technologists to support the build-out of features in strategic target platforms; partner effectively with different groups.</li><li>
Drive high-level design of solutions working closely with Operations and Technology.</li><li>
Document business requirements and communicate these to Technology development teams for implementation.</li><li>
Demonstrate strong program management skills; develop program plans and break them down into achievable deliverables.</li><li>
Manage project risks and issues, providing regular status updates to management.</li><li>
Resolve issues and conflicts effectively to ensure timely delivery.</li><li>
Coach team members and contribute to the wider group&rsquo;s objectives.</li><li>
Provide onboarding support for new clients to the business.</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul><li>
Working business knowledge of OTC Derivatives across one or more asset classes (Rates, Credit, Equities, FX, or Commodities), CFDs, Bank Loans, Repos &amp; Time deposits.</li><li>
Understanding of trade capture, lifecycle, and core positions management aspects including valuation, confirmation, settlement, collateral management, asset servicing, reconciliations, reporting/data services, etc.</li><li>
Experience with one or more of Fund Accounting/Middle Office service functions.</li><li>
Previous experience managing strategic change programs with hands-on analysis and testing experience.</li><li>
Energetic self-starter with ability to proactively navigate the firm and drive delivery of the strategic vision.</li><li>
Excellent communication capabilities; able to clearly and succinctly message with appropriate detail to cross-functional teams, senior management, and clients.</li><li>
Logical, structured approach to planning, problem solving, and decision-making.</li></ul><p><b>
Preferred qualifications, capabilities, and skills</b></p><ul><li>
Ability to create a vision and actionable roadmap with a focus on ongoing change initiatives.</li><li>
Ability to effectively maximize delivery of business goals and returns on investment.</li></ul>
<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>
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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 - Complex Assets - Product Development Vice President

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