JPMorgan Chase Asset Management - Global Liquidity Client Service - Executive Director in Columbus, Ohio

J.P. Morgan Asset Management (JPMAM) is a leading asset manager for institutions, individuals and financial intermediaries worldwide. The Global Liquidity business provides customized fixed income solutions for treasury departments of domestic and multinational corporations, insurance and healthcare companies, state and local governments, not-for-profit organizations, and colleges and universities. Our global investment management solutions are delivered to our clients through commingled funds as well as customized managed portfolios across the following currencies: USD, GBP, EURO, RMB, SGD, TWD, BRL, and AUD. Funds are domiciled in the U.S. and Luxembourg.

As the Head of the U.S. Global Liquidity Client Services team, you will be part of a global team of seasoned professionals tasked with providing top-tier client service and operational support to clients invested in liquidity funds and separate accounts. The team comprises five functions: Fund Shareholder Services, Fund Operations, Fund Onboarding and Client Management, Fund Reporting, and Separate Account Client Account Management. These teams coordinate closely with the Sales teams, counterparts in Europe and Asia, and business partners in the U.S. retail funds business, Compliance, and others.

Reporting to the Head of Global Liquidity Client Services based in London, you will assume hands-on leadership of the U.S. team and contribute to high priority global initiatives in partnership with business leadership. Key responsibilities include:


  • Oversee the day-to-day functions of the Global Liquidity Client Services team

  • Manage and cultivate employees, including supporting the development of professional skills and guiding employees toward individual goals

  • Establish team goals and set team culture and values within a global Client Services context

  • Proactively solicit feedback from employees, peers, and senior management

  • Maintain a strong control environment and ensure a globally consistent client experience

Communication and Relationships

  • Build relationships with internal and external clients and stakeholders

  • Work with business stakeholders to define and drive strategy and execution

  • Escalate critical issues with a focus on resolution

  • Work with the transfer agent to expediently resolve issues

  • 10+ years of relevant experience

  • Deep understanding of the Global Liquidity industry and regulatory environment

  • Strong operational and product knowledge, including 2a-7 mutual funds, 3c-7 private placement, off-shore funds, and separately managed portfolios

  • Significant experience in managing in a high-risk environment, including the ability to identify and mitigate business and operational risk and implement appropriate and consistent processes, procedures, and controls across regions and client channels

  • Significant experience managing and working with geographically distributed and functionally diverse work groups

  • Ability to work in a fast-paced, deadline-driven environment

  • Very strong written and verbal communication skills with the ability to engage in effective dialogue with senior management

  • Proven collaboration, influencing, and negotiation skills

  • Series 7 (required) and 24 license (preferred; required to obtain within three months of hire date)

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.