customer success manager

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product management manager

JPMorganChase

<div>JOB DESCRIPTION 
 
 
Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences. Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation. Are you a seasoned data strategist passionate about driving the strategy behind building the real-time data foundations that power AI/ML, customer experience personalization, and enterprise analytics at scale? Join JPMorgan Chase in our Data Products &ndash; Interaction Core team, where you will drive high-impact data sourcing and streaming initiatives that unlock value across channels, products, and customer journeys. This is an opportunity with room for growth to shape strategy for holistic real time data products including real time enriched streams, accelerate modernization of legacy data ecosystems, and delivering durable capabilities for the firm, including driving adoption to ensure the business value is fully realized.
As a Product Delivery Manager in Data and Analytics Data Products &ndash; Interaction Core team, you work to enhance and optimize the way products are delivered to customers. As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way. You will drive adoption, growth, and retention of priority streaming data product solutions across Chase, bridging Product, Technology, Data Sourcing, AI/ML, Analytics, Personalization, and Reporting partners to deliver business value and measurable business outcomes. In addition, this role collaborates across Consumer Community Banking Lines of Business to understand challenges, identify areas of opportunity, and drive development of strategy to successfully go-to-market with new or evolved streaming data solutions to deliver business value.
As the Data Strategy &amp; Program Manager for D&amp;A Data Products - Interaction Core team, you will drive adoption, growth, and retention of priority streaming data product solutions across Chase, bridging Product, Technology, Data Sourcing, AI/ML, Analytics, Personalization, and Reporting partners to deliver business value and measurable business outcomes. In addition, this role collaborates across Consumer Community Banking Lines of Business to understand challenges, identify areas of opportunity, and drive development of strategy to successfully go-to-market with new or evolved streaming data solutions to deliver business value. 
Job responsibilities<ul><li>
Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination.
</li><li>Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements.</li><li>
Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners.</li><li>
Develop and implement data strategies aligned with business goals and opportunities, including new data product launches, value propositions, and go-to-market plans.</li><li>
Identify priority streaming data product solutions. Collaborate across Product, Technology, Sourcing &amp; Data Streaming, governance, and consumer teams to harmonize priorities, align dependencies, and drive joint adoption and enablement integration in a matrixed environment. Map stakeholder-specific customer journeys across the Shared Events &amp; Assets solutions.
</li><li>Collaborate with CCB Stakeholders to develop solution value propositions for streaming data products. Own strategy for go-to-market (GTM) launches and adoption.</li><li>
Build materials to drive demand and adoption of priority streaming data product solutions, such as data product one-pagers, reference architectures, onboarding playbooks, integration checklists, and &ldquo;golden path&rdquo; implementation patterns</li><li>
Ensure consistent execution and communications across Product, Technology, Sourcing, and Readiness/Enablement, including stakeholder updates that clearly articulate progress, risks, trade-offs, and required decisions.</li><li>
Lead cross-functional GTM plans, including kick-off and debrief meetings to align necessary resources, establish project plans, and deliver after-action reporting. Build segment-specific materials to drive demand and adoption of priority solutions. Co-lead strategic planning and opportunity identification sessions with stakeholders and leadership</li><li>
Deliver measurable outcomes against business and data product goals, including active consumers, data asset reuse, time-to-onboard, time-to-first-value, reduction in bespoke integrations, and AI/ML and analytics use cases enabled.</li></ul>
Required qualifications, capabilities, and skills<ul><li>
5+ years of experience or equivalent expertise in product delivery or a relevant domain area</li><li>
Demonstrated ability to execute operational management and change readiness activities.</li><li>
Strong understanding of delivery and a proven track record of implementing continuous improvement processes</li><li>
Experience in product or platform-wide release management, in addition to deployment processes and strategies</li><li>
5+ years of experience in product strategy, marketing strategy, or related roles. Proven success developing and executing product strategies for complex, multi-channel products. Effective project management and organizational skills.</li><li>
Strong analytical skills, with expertise in market research, data analysis, and performance measurement. Excellent written and verbal communication skills, with experience presenting to executive leadership. Demonstrated ability to influence and collaborate across functions and levels within matrixed, global organizations.</li><li>
Proficiency with Microsoft Office platform, especially collaboration tools (e.g., Teams, Outlook) and presentation design and development (e.g., PowerPoint). Experience enabling AI/ML and real-time personalization use cases through data product strategy, including event design, data contracts, and operational monitoring patterns that drive trust and reuse (per user requirements).</li><li>
Effective project management and organizational skills, with the ability to manage multiple priorities, cross-team dependencies, and complex initiatives simultaneously while maintaining delivery momentum (per user requirements).</li><li>
Strong analytical skills, with expertise in consumer and use-case research, data analysis, and adoption performance measurement, and the ability to convert insights into prioritization and action.</li><li>
Excellent written and verbal communication skills, with experience presenting to executive leadership and translating complex technical topics into clear implications, decisions, and outcomes</li></ul>
Preferred qualifications, capabilities, and skills<ul><li>
Proficient knowledge of the product development life cycle, design, and data analytics</li><li>
Experience in financial services preferred, but not required.
</li></ul>ABOUT US 
 
 
Chase is a leading financial services firm, helping nearly half of America'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.
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.
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' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM
 
 
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'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>

Vice President, Data Product Strategy & Delivery Manager - Interaction Core

FlowX.ai

<div>FlowX.AI is an agentic AI platform for large-scale, mission-critical applications. We started in regulated industries - banking and insurance - and have successfully landed major deals in government and defense. We're now expanding into new verticals including logistics, manufacturing, healthcare, and construction.
Our platform enables large organizations to deploy, run, and monitor mission-critical AI agents at scale. We provide the governance layers and robustness that AI agents need to operate reliably across the most important business processes.
Mission
As a Customer Success Manager, your role is to oversee and drive the success of our US clients. The relationship starts the moment the agreement is signed - sometimes earlier - and you'll own it end-to-end from there. You enable, support, and provide oversight for the customer making sure they're able to deliver against the strategic priorities set by executives. Working alongside the client, you drive the adoption of the platform across their teams, manage the implementation project through to go-live, and help showcase the measurable value the solution brings - turning early wins into long-term, organization-wide success and expanded revenue.
What you would do on a daily basis:<ul><li>
Reviewing progress of the customer team against the implementation plan / roadmap, from signature through go-live and beyond.</li><li>
Identifying friction points and blockers, and helping the customer team work through them.</li><li>
Working with the product team on identified platform issues to drive resolution.</li><li>
Understanding the pain points of the client and showing the value of the platform being offered.</li><li>
Managing the account like a trusted advisor - understanding their workflows well enough to be seen as an extension of their team.</li><li>
Partnering closely with the sales team to identify renewal and upsell opportunities and grow ARR and DMR.</li><li>
Putting the client's needs first.</li></ul>
Who you are:<ul><li>
3+ years of experience as a Customer Success Manager, Account Manager, or another client-facing role.</li><li>
Experience managing implementation projects, with solid project management skills.</li><li>
Commercial understanding of customer success - comfortable owning renewal and upsell conversations, not just adoption.</li><li>
Strong analytical skills and mindset.</li><li>
Excellent English verbal and written communication/presentation skills.</li><li>
Flexible with working hours - this isn't a 9-to-5 role, and you may need to start earlier to overlap with international teams and US client schedules.</li></ul>
What's in it for you:<ul><li>
Joining a product company in such early stages means you are invited to leave a print on the evolution of both the business and the product.</li><li>
Work directly with the tech and business leadership of European and American companies to transform digital experiences.</li><li>
Direct involvement in further building the team &amp; the culture.</li><li>
Early-stage equity package to be considered.</li></ul>
Location: New York City 
Benefits 
<ul><li>
Health Care Plan (Medical, Dental &amp; Vision)</li><li>
Retirement Plan (401k, IRA)</li><li>
Paid Time Off (Vacation, Sick &amp; Public Holidays)</li><li>
Training &amp; Development</li></ul></div>

Customer Success Manager

<div>JOB DESCRIPTION 
 
 
Join Chase and help shape the future of international payments. As a Product Manager, you'll lead strategy and execution for cross-border payments, delivering innovative solutions that enhance the customer experience and drive digital transformation. Collaborate with talented colleagues and make a direct impact on how customers move money globally.
As a Product Manager in Connected Commerce on the Cross Border Payments team, you will serve as the strategic and execution lead for cross-border payments strategy and innovation. You will manage product features from conception to implementation, support successful product releases, and lead digital transformation at scale. Your expertise in product delivery, technical execution, and stakeholder engagement will help deliver frictionless, user-centric products in a fast-evolving digital ecosystem.
Job responsibilities<ul><li>
Lead the cross-border payments customer experience, leveraging innovative solutions such as blockchain technology and digital assets.</li><li>
Drive the development and implementation of new international remittance features from ideation to completion.</li><li>
Lead large-scale cross-functional workstreams, including teams across Technology, Design, Finance, Legal, Risk, and Operations, in the prioritization and development of product features.</li><li>
Conduct product reviews, strategy sessions with leadership, and use data-driven decision-making to influence the product roadmap.</li><li>
Drive execution, deployment, and continuous refinement of customer-facing capabilities across digital and non-digital channels.</li><li>
Provide input on business metrics, including OKRs, and ensure alignment with customer needs and business goals.</li><li>
Manage internal risk and compliance review processes to support launches and maintain a strong control environment.</li><li>
External relationship experience with 3rd parties</li><li>
Foster a culture of ownership, agility, and controlled risk-taking to achieve results.</li></ul>
Required qualifications, capabilities, and skills<ul><li>
Bachelor's degree or equivalent experience.</li><li>
4+ years of product development experience.</li><li>
Proven track record of managing the end-to-end product development lifecycle (PDLC) for complex, large-scale initiatives.</li><li>
Strong ability to analyze opportunities, build business cases, recommend solutions, and communicate effectively to all levels of management.</li><li>
Experience working with Agile methodologies and tools.</li><li>
Experience managing an established book of work with complex delivery items.</li></ul>
Preferred qualifications, capabilities, and skills<ul><li>
Master's degree in product or analytics-related fields.</li><li>
Product experience in the payments or financial industry.</li><li>
Understanding of blockchain technology and traditional international payment rails.</li><li>
Experience leading high-performing product or strategy teams.</li><li>
Knowledge of control and compliance frameworks related to payments.</li></ul>
Applicants must be authorized to work for any employer in the US. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time. Final job grade level and corporate title will be determined at time of offer and may differ from this posting.
ABOUT US 
 
 
Chase is a leading financial services firm, helping nearly half of America'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.
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.
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' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
 
 
<div>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'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><div></div> 
<div>We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.</div></div>

International Payments Product Associate

Nautica

<div>Overview:

Assistant Designer &ndash; Denim 
Position Summary
The Assistant Designer &ndash; Denim COE supports the design and development of seasonal denim collections from concept through production for Lucky Brand and Nautica Men&rsquo;s value channels. This role partners closely with Design, Merchandising, Product Development, Technical Design, Production, and Sourcing teams to help create trend-right, customer-focused denim products that meet the unique needs of multiple retail partners and channels.
The ideal candidate is highly organized, detail-oriented, and passionate about denim and emerging fashion trends. They possess a strong understanding of apparel design fundamentals and are eager to develop expertise in denim product development, washes, fabrics, fits, and private label business requirements. This role provides the opportunity to contribute creatively while supporting a fast-paced development process across multiple brands, retailers, and product categories. 
Key Responsibilities 
Design Support &amp; Creative Development<ul><li>
Support the design team in the creation and development of seasonal denim collections across assigned categories.</li><li>
Research fashion, denim, cultural, and social media trends to identify opportunities relevant to the brand customers.</li><li>
Assist in the preparation of inspiration boards, seasonal concepts, trend presentations, and color direction.</li><li>
Create and update sketches, CADs, technical flats, and presentation materials under the guidance of senior design leadership.</li><li>
Help develop washes, fabrications, trims, and design details that support seasonal product initiatives.</li><li>
Conduct competitive shopping and market research across retail channels and online platforms.</li></ul> 
Product Development &amp; Technical Support<ul><li>
Assist in the creation and maintenance of tech packs, ensuring design details, construction information, trims, and wash instructions are accurately documented.</li><li>
Organize and track sample development throughout the product lifecycle.</li><li>
Support wash development by reviewing strike-offs, wash submissions, and samples with manager for design consistency.</li><li>
Prepare samples, reference materials, and comments for fittings and review meetings.</li><li>
Partner with Technical Design and Product Development teams to communicate updates and maintain accurate records.</li><li>
Help ensure design specifications are updated and entered into PLM systems in a timely manner.</li></ul> 
Cross-Functional Collaboration<ul><li>
Work closely with Design, Merchandising, Technical Design, Product Development, Production, and Sourcing teams throughout the development process.</li><li>
Participate in sample reviews, fittings, seasonal meetings, and line reviews.</li><li>
Communicate sample status, design updates, and development needs to internal and external partners.</li><li>
Assist in preparing seasonal presentations and leadership review materials.</li></ul> 
Trend &amp; Market Research<ul><li>
Monitor denim and fashion trends through retail research, social media, runway coverage, and competitive analysis.</li><li>
Maintain trend, wash, fabric, and inspiration archives for the design team.</li><li>
Track industry developments in denim fabrics, silhouettes, washes, sustainability, and consumer preferences.</li></ul> 
Administrative &amp; Organizational Support<ul><li>
Maintain organized sample libraries, wash standards, fabric swatches, trims, and seasonal design records.</li><li>
Assist with seasonal calendar management and ensure key milestones are met.</li><li>
Organize design files, line sheets, presentation decks, and seasonal documentation.</li><li>
Support special projects and additional design initiatives as needed.</li></ul> 
Qualifications<ul><li>
Bachelor&rsquo;s degree in Fashion Design, Apparel Design, or a related field.</li><li>
0&ndash;2 years of design experience, internships, or relevant experience within the apparel industry preferred.</li><li>
Strong interest in denim design, fashion trends, and product development.</li><li>
Basic knowledge of apparel construction, fit, fabrics, washes, and garment development processes.</li><li>
Proficiency in Adobe Creative Suite, particularly Illustrator and Photoshop.</li><li>
Working knowledge of Microsoft Office applications, including Excel and PowerPoint.</li><li>
Experience with PLM systems is a plus.</li><li>
Strong sketching, CAD, and technical flat skills.</li><li>
Excellent organizational, communication, and time-management abilities.</li><li>
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.</li><li>
Collaborative mindset with a strong willingness to learn and grow within a design team.</li><li>
Familiarity with AI design and visualization tools such as ChatGPT, Gemini, Vizcom, or comparable platforms is a plus.</li></ul> 
Core Competencies<ul><li>
Trend Research &amp; Consumer Awareness</li><li>
Denim &amp; Apparel Design Fundamentals</li><li>
Technical Flats &amp; CAD Development</li><li>
Product Development Support</li><li>
Organization &amp; Attention to Detail</li><li>
Cross-Functional Collaboration</li><li>
Time Management</li><li>
Creative Problem Solving</li><li>
Communication Skills</li><li>
Adaptability &amp; Learning Agility</li><li>
Microsoft Office &amp; Adobe Creative Suite Proficiency</li><li>
AI-Assisted Design Tools Awareness and Application</li></ul> 

Pay Range: USD $57,200.00 - USD $104,000.00 /Yr.</div>

Assistant Designer

Brex

<div><div>Why join us

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex's AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We're committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.</div><h3 class="jobSectionHeader">
Product at Brex</h3>

The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope the most impactful opportunities for Brex to tackle. We align cross-functional teams&mdash;including Engineering, Legal, Compliance, and Design&mdash;on key decisions, set strategy, and drive products from inception to launch.
<h3 class="jobSectionHeader">
What you'll do</h3>

Travel is one of the most complex&mdash;and stressful&mdash;areas of company spend. Growing companies must keep bookings moving, travelers supported, policies enforced, payments working, and expenses organized after every trip.

As Senior Product Manager, you will own and scale Brex Travel, our integrated travel experience. You will build across discovery, booking, trip organization, group travel, servicing, payments, and reconciliation&mdash;connecting every stage to Brex Card and Expense Management.

You will turn travel technology, inventory, and servicing partners into a cohesive Brex product. Across Engineering, Design, Operations, Partnerships, and GTM, you will drive adoption, bookings, volume, and reliability while using AI to reduce traveler and administrator effort.
<h3 class="jobSectionHeader">
Where you'll work</h3>

This role will be based in either our San Francisco, Seattle, or New York office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!
<h3 class="jobSectionHeader">
Responsibilities</h3>
<ul><li>Own the strategy and roadmap for the Brex Travel experience.</li>
<li>Build the journey across discovery, booking, trip organization, group travel, servicing, payments, and reconciliation.</li>
<li>Connect Travel with Brex Card and Expense Management so booking context flows through payment and accounting.</li>
<li>Turn partner technology, inventory, and servicing capabilities into a differentiated Brex product.</li>
<li>Own adoption, repeat usage, bookings, travel volume, conversion, and reliability.</li>
<li>Improve payment, change, disruption, and support workflows for travelers and administrators.</li>
<li>Use AI across planning, booking, trip management, servicing, and reconciliation to remove work.</li>
<li>Align Engineering, Design, Operations, Partnerships, Finance, Sales, and Customer Success around outcomes.</li>
</ul><h3 class="jobSectionHeader">Requirements</h3>
<ul><li>A track record of owning and growing an end-to-end product.</li>
<li>Experience in travel, online booking, marketplaces, or another operationally complex domain.</li>
<li>Strong customer judgment alongside fluency in backend systems and operations.</li>
<li>Experience building on partner, platform, inventory, or servicing infrastructure.</li>
<li>Quantitative ownership of adoption, bookings, volume, conversion, or comparable marketplace metrics.</li>
<li>Fluency in servicing, payments, reconciliation, reliability, and exception handling.</li>
<li>Practical judgment about how AI can reduce customer and operational effort.</li>
<li>Travel product experience is strongly preferred; adjacent marketplace, payments, booking, or complex consumer-product experience can translate.</li>
</ul><h3 class="jobSectionHeader">Compensation</h3>

The expected salary range for this role is $184,000 - $230,000. However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.<div>
Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.</div></div>

Senior Product Manager, Travel

<div>Work Location :
New York, New York, United States of America
Hours:
40
Line of Business:
TD Securities
Pay Detail:
$145,000 - $170,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Department Overview
Within Wholesale Finance, the Product Control Team supports TD Securities and is responsible for providing overall end-to-end accountability for the completeness, accuracy and timeliness of optimized processes and controls for financial reporting. Product Control is the primary point of contact on P&amp;L, Balance Sheet, Attribution, and Independent Pricing Verification &amp; Valuation Adjustments reporting and initiatives, exercising an in depth understanding of the products, valuations, and risks of the Business. The Product Control team provides reporting, analysis, investigation, and commentary for a wide range of TD Securities business lines including equity derivatives, fixed income, credit derivatives, commodities, foreign exchange, and more.
Role Summary
The VP, Specialized Finance Manager&ndash; Liquidity &amp; Treasury, Product Control is responsible for independent oversight and control of the Treasury and Liquidity portfolios, including P&amp;L production and attribution, balance sheet substantiation, valuation review, funding and investment activities, and associated financial and regulatory reporting. The role partners closely with Treasury Front Office, ALM, Market Risk, Regulatory Reporting, and Finance to ensure accurate reporting, effective controls, and sound governance of Treasury-related positions and exposures.
Depth &amp; Scope
<ul><li>Highly seasoned expert requiring substantial knowledge of Treasury products, liquidity management, funding activities, and Product Control.
</li><li>Acts as the primary Product Control subject matter expert for Treasury and Liquidity portfolios.
</li><li>Leads complex investigations and resolution of valuation, accounting, reporting, and control issues.
</li><li>Provides independent challenge and oversight of Treasury activities and associated financial results.
</li><li>Leads cross-functional initiatives involving Treasury, Finance, Risk, and Regulatory Reporting.
</li><li>Uses strong analytical and technical expertise to assess balance sheet impacts, funding strategies, and financial risks.
</li><li>Influences senior stakeholders through clear communication of financial results, risks, and control matters.
</li></ul>Education &amp; Experience
<ul><li>Undergraduate degree in Accounting, Finance, Economics, or related field.
</li><li>7+ years of Product Control, Treasury Finance, ALM, Liquidity Risk, or Capital Markets Finance experience.
</li><li>CPA, CFA, FRM, or equivalent professional designation preferred.
</li><li>Strong understanding of:
<ul><li>Liquidity management and funding products
</li><li>Balance sheet management
</li><li>Funds Transfer Pricing (FTP)
</li><li>Asset Liability Management (ALM)
</li><li>Interest Rate Risk in the Banking Book (IRRBB)
</li><li>Regulatory liquidity metrics (LCR, NSFR, NCCF)
</li></ul></li></ul>Key Responsibilities
Product Control &amp; Financial Oversight
<ul><li>Own daily and monthly Product Control processes supporting Treasury and Liquidity portfolios.
</li><li>Review and explain Treasury-related P&amp;L, balance sheet movements, net interest income impacts, and funding cost variances.
</li><li>Perform balance sheet substantiation, analytical reviews, and ledger-to-subledger reconciliations.
</li><li>Oversee valuation controls and independent review processes for Treasury portfolios.
</li><li>Investigate and resolve valuation, accounting, and reporting issues.
</li></ul>Treasury Partnership
<ul><li>Partner with Treasury Front Office, ALM, Market Risk, and Finance to provide independent oversight and challenge.
</li><li>Support management decision-making through analysis of funding strategies, liquidity positions, and balance sheet optimization initiatives.
</li><li>Provide governance over Funds Transfer Pricing methodologies and associated financial impacts.
</li><li>Support Treasury hedge programs and related accounting and reporting implications.
</li></ul>Risk, Regulatory &amp; Governance
<ul><li>Ensure strong financial controls and governance over Treasury and Liquidity activities.
</li><li>Support regulatory and management reporting related to liquidity and funding activities.
</li><li>Assess impacts of changing regulatory requirements on Treasury reporting and controls.
</li><li>Lead remediation efforts arising from control, audit, or governance findings.
</li><li>Maintain a strong control environment aligned with risk management standards.
</li></ul>Leadership
<ul><li>Lead and develop Product Control professionals supporting Treasury and Liquidity businesses.
</li><li>Promote a culture of accountability, control, and continuous improvement.
</li><li>Drive process automation, reporting enhancements, and data quality initiatives.
</li></ul>Key Expertise
<ul><li>Treasury Product Control
</li><li>Liquidity Management
</li><li>Funding &amp; Investment Portfolios
</li><li>Balance Sheet Management
</li><li>Funds Transfer Pricing (FTP)
</li><li>Asset Liability Management (ALM)
</li><li>Interest Rate Risk in Banking Book (IRRBB)
</li><li>Regulatory Liquidity Reporting (LCR, NSFR, NCCF)
</li><li>Valuation &amp; P&amp;L Controls
</li><li>Financial Controls &amp; Governance
</li></ul>________________________________________
The VP, Specialized Finance Manager, TDS provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members in a specialized finance function or discipline.
Depth &amp; Scope:
<ul><li>Highly seasoned expert professional role requiring substantial knowledge / expertise in a complex field and knowledge of broader related areas
</li><li>Integrates knowledge of the enterprise sub-function&rsquo;s or business line&rsquo;s overarching strategy in developing solutions across multiple functions or operations
</li><li>Accountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own area
</li><li>Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services
</li><li>Acts as a technical expert / lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists
</li><li>Leads cross-functional teams or projects with significant resource requirements, risk and / or complexity
</li><li>Independently manages end-to-end finance programs
</li><li>Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions
</li><li>Uses sophisticated analytical thought and technical knowledge to exercise judgement and identify solutions
</li><li>Impacts the achievement of sub-function or business line objectives within the area they are accountable for
</li><li>Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders
</li><li>Works autonomously as the lead and guides others within area of expertise
</li></ul>Education &amp; Experience:
<ul><li>Undergraduate degree and/or
</li><li>7+ years of relevant experience preferred
</li><li>Accounting, financial or relevant professional designation preferred
</li></ul>Customer Accountabilities:
<ul><li>Focuses on comprehensive reviews, specialized analysis, audits and/or initiatives and a variety of complex projects and initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes within own area of expertise
</li><li>Facilitates integration of several key functional areas and/or business lines in dealing and solving highly complex financial management/ specialized accounting / taxation / audit / regulatory reporting and operational issues
</li><li>Acts as the primary interface with Finance partners /leaders and external parties
</li><li>Acts as key contact and expert within area of expertise for the development, design and delivery of effective accounting/ taxation processes, policies, programs and advice
</li><li>Maintains awareness of changing legal/regulatory requirements and practices within the industry and consults with policy/process owners within Accounting/ Taxation to ensure compliance
</li><li>Engages, manages and influences internal/external cross-functional partners to develop/deliver integrated solutions
</li><li>Accountable for the development and delivery of broad enterprise wide accounting/ taxation policies and initiatives, which may have significant regulatory components
</li><li>Creates business cases and innovative recommendations
</li><li>Executes on diverse and complex policies, implements and develops activities and tools for businesses. Supports financial strategy and management activities
</li></ul>Shareholder Accountabilities:
<ul><li>Adheres to enterprise frameworks or methodologies that relate to activities for our business area
</li><li>Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
</li><li>Consistently exercisse discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
</li><li>Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
</li><li>Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations
</li><li>Conducts internal and external research projects; supports the development/ delivery of presentations / communications to management or broader audience
</li><li>Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
</li><li>Monitors service, productivity and assesses efficiency levels within own function and implements continuous process / performance improvements where opportunities exist
</li><li>Leads / facilitates and/or implements actions / remediation plans to address performance / risk /governance issues
</li><li>Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
</li><li>Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
</li><li>Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
</li></ul>Employee/Team Accountabilities:
<ul><li>Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest
</li><li>Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
</li><li>Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
</li><li>Participates in personal performance management and development activities, including cross training within own team
</li><li>Keesp others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
</li><li>Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
</li><li>Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
</li><li>Contributes to a fair, positive and equitable environment that supports a diverse workforce
</li><li>Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
</li></ul>Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
<ul><li>Domestic Travel &ndash; Occasional
</li><li>International Travel &ndash; Never
</li><li>Performing sedentary work &ndash; Continuous
</li><li>Performing multiple tasks &ndash; Continuous
</li><li>Operating standard office equipment - Continuous
</li><li>Responding quickly to sounds &ndash; Occasional
</li><li>Sitting &ndash; Continuous
</li><li>Standing &ndash; Occasional
</li><li>Walking &ndash; Occasional
</li><li>Moving safely in confined spaces &ndash; Occasional
</li><li>Lifting/Carrying (under 25 lbs.) &ndash; Occasional
</li><li>Lifting/Carrying (over 25 lbs.) &ndash; Never
</li><li>Squatting &ndash; Occasional
</li><li>Bending &ndash; Occasional
</li><li>Kneeling &ndash; Never
</li><li>Crawling &ndash; Never
</li><li>Climbing &ndash; Never
</li><li>Reaching overhead &ndash; Never
</li><li>Reaching forward &ndash; Occasional
</li><li>Pushing &ndash; Never
</li><li>Pulling &ndash; Never
</li><li>Twisting &ndash; Never
</li><li>Concentrating for long periods of time &ndash; Continuous
</li><li>Applying common sense to deal with problems involving standardized situations &ndash; Continuous
</li><li>Reading, writing and comprehending instructions &ndash; Continuous
</li><li>Adding, subtracting, multiplying and dividing &ndash; Continuous
</li></ul>The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities &amp; duties are considered essential functions for ADA purposes.
Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
 
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more 
 
Additional Information:
 
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
Colleague Development
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. 
 
Training &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. 
 
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</div>

VP, Specialized Finance Manager

<div>JOB DESCRIPTION 
 
 
Join a global team building a best-in-class fixed income investment platform for the world's top Private Bank as a Senior Associate.
JPMorgan Asset &amp; Wealth Management, with $2.8 trillion in client assets, is a global leader in investment and wealth management. The firm serves institutions, high-net-worth individuals, and retail investors across all major markets and invests across equities, fixed income, alternatives, multi-asset, and money markets.
The Manager Solutions team is responsible for the research, selection, and ongoing monitoring of asset managers used across Global Wealth Management investment programs. The team supports a global client base and operates across New York, London, and Mumbai.
We are seeking a Senior Associate with a focus on fixed income funds, ETFs and separate accounts. This individual will play a critical role in manager research, investment underwriting, and ongoing monitoring across a variety of fixed income sectors. The role serves as a key point of contact for external asset managers and contributes directly to investment committee recommendations.
Key Responsibilities
<ul><li>Research, select, and monitor fixed income investment managers, with emphasis on evaluating investment process, team, philosophy, and performance</li>
<li>Present recommendations to investment committee and other internal stakeholders
</li><li>Conduct manager due diligence meetings, preparing focused agendas, identifying inconsistencies between stated process and portfolio positioning, and producing clear, committee-ready meeting notes and recommendation memos</li>
<li>Proactively source new investment opportunities within relevant universes, assessing how potential additions complement or overlap with existing manager allocations</li>
<li>Partner with portfolio managers, portfolio strategy, and asset class leaders to ensure manager recommendations align with broader platform objectives</li>
<li>Communicate investment processes clearly to internal stakeholders, clients, and external managers</li>
</ul>Required Qualifications
<ul><li>3&ndash;6 years of hands-on investment experience within asset or wealth management, credit research (buy-side or sell-side), investment consulting, manager research at an institutional allocator, or similar roles</li>
<li>Strong knowledge or interest in fixed income markets</li>
<li>Superior writing and presentation skills &mdash; this role produces committee-level work product and requires the ability to communicate complex analysis clearly, precisely, and with appropriate nuance</li>
<li>Critical thinking and constructive skepticism &mdash; comfort pushing past marketing narratives, flagging risks, and distinguishing between genuine alpha and market beta</li>
<li>Strong interpersonal skills with the ability to represent the Private Bank externally in manager meetings and across internal teams</li>
<li>Quantitative competence with the ability to translate data into actionable investment conclusions
</li></ul>Preferred Qualifications
<ul><li>Deep familiarity with at least one fixed income sector (municipals, securitized, high yield, leveraged loans); background in fixed income research, credit research or portfolio management
</li><li>CFA or CAIA designation, or demonstrated progress toward completion</li>
</ul>ABOUT US 
 
 
<div><div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world'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><div>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.
<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' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></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>

US Fixed Income & Multi-Asset Manager, Research Associate

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