ipb digital data transformation alternative investments advisor client experience product manager vice president

JPMorganChase

<div>JOB DESCRIPTION 
J.P. Morgan Asset and Wealth Management &ndash; IPB Digital &amp; Data Transformation &ndash;Alternative Investments Advisor &amp; Client Experience Product Manager, Vice President, London
About Asset and Wealth Management
JPMorgan Chase &amp; Co. is a leading global financial services firm with assets of more than $3.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset &amp; Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset &amp; Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank advises the world&rsquo;s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We&rsquo;re thrilled to be consistently named by both Euromoney and Global Finance Magazine as a leader in global private banking based on our deep experience, dedication to our clients, unparalleled access, and reliable track record.
Our team
As part of the International Private Bank (IPB) Digital &amp; Data Transformation (DDT) organization, the IPB Digital Advisor &amp; Client Solutions team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It&rsquo;s an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally.
Job description
As part of the IPB Digital Advisor &amp; Client Solutions Product team, the IPB Digital Alternative Investments Advisor &amp; Client Solutions Product Manager, is responsible for leading efforts to re-imagine the Alternative Investments digital experience, empowering our advisors with an easy to navigate, intuitive to use digital toolkit and ensuring an integrated end-to-end journey from Advisors to Clients. A key focus will also be to integrate the various components across the Alternatives Investments toolkit, including pre &amp; post marketing journey, content discovery &amp; education, subscriptions/trade management, portfolio reporting &amp; performance analysis and driving this experience across Advisor &amp; Client platforms. Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the digital product strategy and align priorities to ensure successful execution.
As a Product Manager, you will determine the digital life cycle of clients investing through our Active Advisory offering and that of our advisors who support these clients. You will define the product vision, goals and objectives, requirements, and prioritize delivery of digital tools in order to maximize the business value of the initiative.
You will partner closely with Regional Investment Heads, Solutions Product Development, Design, Digital, Operations and Technology stakeholders on driving product enhancements through the entire product management lifecycle and delivering innovative digital solutions to clients and advisors.
Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding analytical and research skills. In addition to being a seasoned, well trained professional, the successful candidate should be a strategic thinker with the ability to inspire confidence and have a style that fosters teamwork and collaboration.
Core Responsibilities<ul>
<li>Understand client and advisor needs. Invests in a deep understanding of the business opportunity, advisor &amp; client needs and competitive landscape to inform which initiatives and features to pursue. Participates in research to uncover advisor &amp; client needs, and to inform feature definition so that it is relevant and useful.</li>
<li>Defines strategy, operating model, and roadmap to achieve vision and business goals. Owns and drives the product roadmap to meet business goals and provide a leading customer and product experience. Partners with developers and UX designers to deliver intuitive and differentiated user experience. Prioritizes and defines each feature to meet client and business goals, while also meeting control requirements.
</li><li>Leads the product development lifecycle by defining requirements (in partnership with other teams), ensuring sprint inputs (e.g. design and requirements) and outputs (e.g. tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partner with Technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response.</li>
<li>Establish approach to pilot/rollout new capabilities, including objective/scope, communication, training/support, and feedback/metrics.
</li><li>Embody true &ldquo;customer-obsession&rdquo; in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and advisor feedback to shape our design and roadmap.</li>
<li>Develop and maintain deep relationships with delivery partners including senior leaders, Digital, Technology, Design, Operations, CAO, Servicing and control functions across the International Region</li></ul>
Qualifications<ul>
<li>5+ years of experience in financial services, preferably with experience in wealth management, alternative investments, asset management, digital banking, or a closely related business leading strategic or transformational change.</li>
<li>Extensive experience managing product delivery across multiple work streams with varying timelines, priorities and complexities, ultimately launching new / enhanced product to market</li>
<li>Ability to prioritize projects, say &lsquo;no&rsquo; when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals.</li>
<li>Proven ability to execute via successful internal partnerships with other organizations.
</li><li>Influence peers with diverse points of view and build consensus.</li>
<li>Excellent leadership skills &ndash; of product, programs, projects, and teams.
</li><li>Structured thinker, effective communicator with excellent written communication skills.
</li><li>Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.</li>
<li>Highly self-motivated and ability to remain calm under intense pressure.</li>
<li>Strong understanding of different technological development methodologies (e.g., Agile, Waterfall) and design techniques with ability to successfully lead regardless of approach.
</li></ul>ABOUT US 
 
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world&rsquo;s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 
<div>
<div>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. 
</div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

IPB Digital & Data Transformation –Alternative Investments Advisor & Client Experience - Product Manager - Vice President

Robert Walters

Calling all Treasury professionals with existing Private Credit knowledge! Please reach out if you have: - Cash Management, Funding, Hedging and Liquidity experience (ideally 3-5 years) - Have been hands on with Distressed Debt, Structured Credit, Leveraged Loans, Special Situations, Tactical Opportunities, Senior Debt, or other Credit/ Lending product from within a Private Equity or Private Credit Fund. - Have used FIS. TREASURY ANALYST Salary: £55,000 - 75,000Location: London If you are looking for a role that combines operational excellence with strategic impact, flexible working opportunities, and ongoing professional development, this could be the perfect next step in your career. <ul> <li>Join a growing team at a respected alternative asset manager in London, offering direct involvement in new product launches and fund structures as part of their expansion strategy.</li><li>Benefit from a competitive salary package between £55,000 - £75,000 alongside flexible working opportunities and access to advanced treasury systems such as FIS Integrity.</li><li>Work closely with senior leadership on high-impact projects including liquidity planning, debt facility operations, FX hedging strategies, and process improvement initiatives within a supportive and collaborative environment.</li></ul> What you'll do: As a Treasury Analyst based in London, you will be instrumental in shaping the future of the organisation's treasury function during an exciting period of growth. Your day-to-day responsibilities will centre around managing liquidity frameworks, monitoring cash flows across multiple funds, producing detailed KPI reports for stakeholders, operating complex debt facilities, overseeing FX hedging strategies for significant fund exposures, liaising with deal teams on investment-driven liquidity planning, standardising reporting processes, supervising payment approvals, upholding rigorous data governance standards, maintaining compliance through risk-focused controls, and supporting the rollout of FIS Integrity. Success in this role will require you to combine technical expertise with excellent interpersonal skills as you collaborate across departments to deliver best-in-class treasury solutions that underpin the company's strategic ambitions. <ul> <li>Lead daily cash forecasting activities while maintaining a robust liquidity and funding framework that supports both operational needs and investment objectives.</li><li>Monitor group-wide cash flows to ensure sufficient funding is available for all business operations and investments across multiple funds.</li><li>Produce accurate and insightful monthly treasury KPI reports for both internal management and external stakeholders, ensuring transparency and clarity.</li><li>Operate and monitor various debt financing arrangements including asset-based lending (ABL), subscription lines (Sub-Line), and net asset value (NAV) facilities; assess borrowing capacity and manage debt usage while ensuring covenant compliance.</li><li>Manage €30bn of fund-level foreign exchange exposures by executing effective hedging strategies that support overall investment performance.</li><li>Liaise with deal teams to align liquidity planning with ongoing investment activity, standardising liquidity reporting processes across all relevant stakeholders.</li><li>Oversee payment processing workflows and approvals to maintain operational efficiency and control over financial transactions.</li><li>Uphold data integrity through strong governance processes and controls designed to safeguard sensitive information within treasury operations.</li><li>Maintain a risk-focused approach by ensuring compliance with regulatory requirements and promoting operational resilience throughout all treasury activities.</li><li>Support the implementation of FIS Integrity by collaborating with technology teams to optimise system functionality for treasury processes.</li></ul> What you bring: <ul> <li>Proven experience in liquidity forecasting and cash modelling within private credit or private equity environments is essential for success in this role.</li><li>Demonstrated track record managing complex treasury structures such as pooling arrangements or multi-layered fund hierarchies within global capital markets or alternative investment management.</li><li>Strong understanding of financial markets with particular expertise in alternative investments including debt instruments and foreign exchange exposures.</li><li>Qualified or part-qualified treasury/accounting professional credentials (such as DipTM, ACCA or CIMA) are required to meet regulatory standards.</li><li>Advanced proficiency in Excel for financial modelling purposes along with PowerPoint for stakeholder presentations; experience using data visualisation tools like Power BI or Qlik is highly desirable.</li><li>Hands-on experience with FIS Integrity or Quantum systems is necessary to support ongoing transformation initiatives within the treasury function.</li><li>Exceptional analytical skills including expertise in cash flow modelling techniques and scenario analysis methodologies are vital for informed decision-making.</li><li>Effective communication abilities combined with a collaborative approach enable successful stakeholder management across internal teams and external partners.</li><li>Demonstrated ability to manage deadlines efficiently while prioritising tasks in a high-volume environment ensures consistent delivery against key objectives.</li><li>Change-oriented mindset with proven experience driving process improvement initiatives or participating in project delivery within finance operations.</li></ul> Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Treasury Analyst/ Associate

Hirexa Solutions UK

Job Title : Account Manager / Client Partner - Data & AI Solutions Location : London, UK Job Type : Permanent Job description About the Client:Our client is a global leader in data science solutions, helping organizations transform data into actionable insights. They work across industries and leverage advanced AI, machine learning, and analytics to drive business outcomes. Role Overview: We are seeking an Account Manager / Client Partner to nurture and grow an existing relationship with a leading Retail Consumer Goods client in London. This is a "farmer" role focused on deepening engagement, identifying opportunities, and ensuring client satisfaction. You will work closely with client stakeholders and internal delivery teams to drive Data and AI solutions adoption.Account manager (look for 8-10 years profiles not more than that) target for Data Analytic companies who is selling Data and AI services (not product ) to retail clientsQualifications & Experience:<ul><li>Proven experience in IT Services account management or client partner roles.</li><li>Experience selling Data, AI, analytics, or digital transformation solutions.</li><li>Solution selling experience preferred but not mandatory.</li><li>Strong communication, stakeholder management, and relationship-building skills.</li><li>Comfortable with onsite client engagement in London.</li><li>Ability to work independently and manage account growth.</li><li>Experience with Retail or Consumer Goods clients is a plus.</li></ul>Key Responsibilities:<ul><li>Act as the primary point of contact for the client, building strong, trusted relationships with key stakeholders.</li><li>Grow existing business by identifying opportunities to expand Data, AI, and analytics solutions within the client account.</li><li>Collaborate with internal delivery, solution, and technical teams to ensure client success and satisfaction.</li><li>Develop account plans, track progress, and report on business performance.</li><li>Conduct onsite visits 3-4 times per week to foster relationships and understand client needs.</li><li>Support proposal development, solution presentations, and commercial negotiations.</li><li>Provide market insights and feedback to internal teams to influence solution offerings and go-to-market strategies.</li></ul>

Account Manager / Client Partner - Data & AI Solutions

Lorien

Job Overview <ul> <li>Title: Global Markets Executive Assistant </li><li>Location: London, UK - office 4/5 days per week</li><li>Reports to: Global Markets Office Administration Head - Vice President</li></ul> ? Purpose of the Role To provide comprehensive administrative and secretarial support to Executive Managers and their direct reports, including diary and inbox management. Core Responsibilities <ul> <li>Diary & Inbox Management: Gatekeeping, scheduling, anticipating needs.</li><li>Meeting Coordination: Weekly management meetings, conference calls, room bookings.</li><li>Travel Arrangements: Business trips, visas, itineraries.</li><li>Event Organisation: Townhalls, seminars, gatherings.</li><li>Expense Processing: In line with Group and Global Markets policies.</li><li>General Admin: Filing, scanning, ordering supplies, managing distribution lists.</li><li>Team Support: Covering for other assistants, collaborating across teams</li><li>This is a float role</li></ul> Skills & Experience Required <ul> <li>Prior EA experience in financial services.</li><li>Strong Microsoft Office skills.</li><li>Excellent communication and interpersonal abilities.</li><li>High attention to detail and multitasking capability.</li><li>Understanding of compliance and regulatory requirements.</li></ul> Regulatory & Governance <ul> <li>Not a management or budget-holding role.</li><li>Conduct Rules apply.</li><li>MIFID Category 3 (not involved in investment advice or product info).</li><li>No delegated authority or regulatory responsibilities.</li></ul> Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.

EA global markets

Premier Jobs UK Limited

Are you keen to embark upon or take your career within Financial Services as an Insurance Advisor to the next level? Our client is keen to continue expanding their team with motivated, entrepreneurial individualsThe business currently has 80 self-employed Advisors and plans to double in size within next 12 - 24 months. They have a successful business model and a highly supportive team culture, enabling their Advisors to succeed and exceed! You will be joining under an Area Manager who typically has 10 in their team, therefore will have time to support you!This role is not easy and will be challenging, however for the right individuals it will be highly rewarding, providing you with fulfilment and excellent earnings.This role requires you to self-generate your leads and clients, so it is important you are proactive and willing to network, making use of your personal connections and communities. Your Area Manager will provide excellent coaching on how to market yourself effectively and win clients.Advisors in their team enjoy the supportive team culture and the fulfilment from helping families receive personal advice on products such as life insurance, income protection, critical illness cover (and mortgages, investments and pensions once you are qualified to do so).Training and ongoing professional development is a key pillar of the business, often with their team starting as Insurance Advisors offering life assurance, IP, CIC, before progressing onto mortgage advice and more recently investment and pensions, plus route into team leadership roles is available. They have an excellent partner who delivers the training on the qualifications needed to upskill.In addition, the business runs quarterly conferences aimed at creating key opportunities for company wide training, team bonding and celebrating successes!Insurance Advisor Requirements<ul><li>You must have desire to enter financial services industry and develop your career as an Insurance Advisor</li><li>Individuals with either prior targeted sales or financial services sales experience would be preferred, but not essential</li><li>You must have good personal network you can draw upon to self-generate business</li><li>You must be motivated, proactive and willing to take this opportunity seriously</li><li>You must be committed to being self-employed</li></ul>The CompanyEstablished 4 years ago, this advisory firm is growing at an excellent pace with no signs of slowing down. The business has a national footprint with Advisors licensed across insurance, mortgages and wealth advice. You will be joining at a key point in their journey as they continue to expand their headcountInsurance Advisor Benefits<ul><li>Self-employed role with uncapped earnings</li><li>Tiered commission structure to reward performance, plus opportunity to obtain additional sources of income</li><li>Fully home based role with occasional meetings with your local team and quarterly company conferences including annual sports day and end of year celebrations</li><li>Supportive team culture</li></ul>LocationsHome basedLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Insurance Advisor

Noir

Finance Transformation Manager - Banking - London / Hybrid (Finance Transformation Manager, Financial Transformation, Finance Implementation, Finance change, Finance processes, Finance functions, Team Management, Stakeholder Management, ERP, Microsoft Dynamics, SAP, Oracle, WorkDay, ACA, CIMA, ACCA, CIPFA,Banking, Finance Transformation Manager) Our client is a global innovator and world leader with one of the most recognisable names within technology. They are looking for a Finance Transformation Manager with significant experience leading and supporting large ERP Finance implementations, including management of project teams and stakeholders, implementation of finance change programmes and in-depth knowledge of finance processes and technology. You will be tasked with leading their market leading Finance Transformation Team within the Banking Sector. We are seeking a Finance Transformation Manager with extensive consulting experience in the finance function of leading banking companies and a proven ability to manage finance improvement projects. A strong knowledge of core finance processes and one of the major ERP technologies (Microsoft Dynamics, SAP, Oracle, WorkDay) is essential, as is a strong grasp of finance function operating models. The successful candidate will have excellent people management experience, the ability to build strong internal and client relationships and be comfortable delivering clear, concise, focused messages to senior finance team members and clients. Experience in implementing finance change programmes is a must and they must have a relevant finance qualification (ACA, CIMA, ACCA, CIPFA or equivalent). We are keen to hear from talented Finance Transformation Manager candidates from all backgrounds. This is a truly amazing opportunity to work for a prestigious brand that will do wonders for your career. They invest heavily in training and career development with unlimited career progression for top performers. Location: London / Hybrid Salary: £75k - £90k + Pension + Benefits To apply for this position please send your CV to Nathan Warner at Noir Consulting. (Finance Transformation Manager, Financial Transformation, Finance Implementation, Finance change, Finance processes, Finance functions, Team Management, Stakeholder Management, ERP, Microsoft Dynamics, SAP, Oracle, WorkDay, ACA, CIMA, ACCA, CIPFA,Banking, Finance Transformation Manager) NOIRUKTECHREC NOIRUKREC

Finance Transformation Manager - Banking - London / Hybrid

Bank of China

<div>Financial Crime and Compliance (FC&amp;C) department is responsible for ensuring that all financial crime and compliance risks within the Bank are identified, managed or mitigated. It establishes and maintains the Bank&rsquo;s regulatory communications, compliance risk management, regulatory reporting and compliance advisory. As an Assistant Vice President &ndash; Regulatory Change Project Manager, you will be responsible for supporting the Regulatory Compliance team to enhance and further embed the Bank&rsquo;s Conduct Risk Framework, including Consumer Duty, and to manage regulatory changes related to the Automatic Exchange of Information (AEoI). In addition, project management support will be required for any other significant Regulatory Compliance changes that may come into effect and require implementation by FC&amp;C. This is a 12 month full time fixed term contract position.
Key Responsibilities<ul><li>
Support and coordinate with key stakeholders in the department assigned to the project to ensure the project is delivered on time and to agreed requirements</li><li>
Collaborate with the Head of FC&amp;C department and key senior and business stakeholders across different departments to help define and agree how the project should be implemented</li><li>
Collaborate with Head Office, London Branch and IT Centre (Europe) to ensure IT projects are effectively and timely delivered</li><li>
Advise on industry best practice and change / project management standards to ensure the project is delivered effectively</li><li>
Provide tailored status reporting and advice to key project stakeholders to keep them up to date with progress, risks, issues and plans</li><li>
Help drive continuous improvement in the department&rsquo;s project delivery approach through sharing experience, examples of best practice, development of innovative and user-friendly tools, thought leadership and strategic thinking</li></ul>
Requirements<ul><li>
Degree educated in Finance, Business, Economics, or Accounting</li><li>
Demonstrated experience working on large-scale, complex change programmes in Financial Services ideally in a global or Investment Banking environment</li><li>
Hands-on experience of regulatory change projects in a global banking environment</li><li>
Proven track record of delivering complex changes across multiple departments, including front office and back office</li><li>
Experience working with First, Second and Third Line of Defence teams and processes</li><li>
Solid knowledge of working across global systems and processes</li><li>
Demonstrable experience with Project Management methodologies such as Waterfall and Agile</li><li>
Solid experience across all steps in the Project Management lifecycle</li><li>
Good understanding of Personal, Corporate and Wholesale Banking services and products</li><li>
Solid knowledge of data management and architecture, operations processes</li><li>
Excellent communication skills</li><li>
Able to work collaboratively and build relationships with people at all levels of the organisation</li><li>
Highly organised</li><li>
Adaptable and solution oriented</li><li>
Proficient in MS Office (Excel, Word, PowerPoint)</li></ul>
Having a presence in the UK for more than 90 years, Bank of China London Branch has been providing an excellent financial service to the market and maintain its competitive edge as an international bank operated in the UK. It has employees in over 33 countries, and it is one of the most internationalised overseas branch in the Bank of China Group. The Bank values the diversity of its employees and aims to create an inclusive environment where everyone can speak up and enjoy the equal opportunities to grow both personally and professionally.</div>

Assistant Vice President - Regulatory Change Project Manager

Explore 314+ Ipb digital data transformation alternative investments advisor client experience product manager vice president in London United Kingdom this November. Find roles across top companies and apply now to boost your career.