Traditional Fund Services - Product Management - Executive Director

Executive Director In Traditional Fund Services Product Management

Join a dynamic team shaping the future of Fund Services. As an Executive Director in Traditional Fund Services Product Management, you will drive product strategy, support business development, and deliver best-in-class solutions for our clients.

The Product Management team is responsible for defining the client product offering and future product roadmap, the profitability of the Fund Services business, maintaining oversight of key vendor relationships, and serving as an escalation point for issues. This role provides an opportunity to work across business stakeholders, including Operations, Technology, Sales, Service, Legal, Compliance, and Regulatory teams. As an Executive Director in the Traditional Fund Services Product Management team, you will be responsible for supporting Fund Accounting clients and business development opportunities. You will execute product strategy and roadmap, maintain an active presence within the industry, liaise with key clients and internal stakeholders, and support new business opportunities.

Job Responsibilities

• Have 15+ years' experience supporting Fund Accounting product offering.
• Execute product strategy and roadmap, including support of new product offerings and technology development.
• Maintain active presence and participation within the industry by attending conferences, panels, etc.
• Directly liaise with key clients and internal stakeholders to ensure best-in-class service delivery.
• Work across business stakeholders, including Operations, Technology, Sales, and Service to design and implement accounting roadmap.
• Support new business opportunities by partnering with Sales on marketing material and presenting Fund Accounting capabilities to existing clients and prospects. Extensive work required on RFP submissions and fee proposals.
• Support the Sales and Legal teams with subject matter expertise on contract terms and negotiations.
• Review regulatory changes and assess the impact to the business and clients, incorporating into product offering and solutions.
• Review client change requests and align to strategic priorities.
• Develop/oversee reporting to assess profitability of the Fund Services business, including oversight of operational and expenses.
• Maintain oversight of key vendor relationships and engage to support new developments.
• Serve as escalation point for issues and the conduit for Product Management related requests.
• Ensure that activities are appropriately reflected in the risk and controls self-assessment and business control forums.

Required Qualifications, Capabilities, and Skills

• Minimum of 15 years of investment services or relevant experience.
• Bachelor's degree required; CPA, CFA preferred.
• Knowledge of the securities industry and applicable regulatory and operational requirements on both custodial and fund accounting, including U.S. GAAP and IFRS reporting.
• Comprehensive knowledge and experience with Asset Owner clients and plans including Endowments and Foundations, Public and Corporate Defined Benefit and Defined Contribution retirement plans, Central Banks, and Corporate Treasury.
• ERISA, FASB, and GASB regulatory and reporting experience.
• Proven ability to multi-task and think critically.
• Strong communication and presentation skills, both oral and written; excellent interpersonal skills both internally and with clients.
• Team player with ability to be respected as a trusted partner with the Business, Operations, Finance, and Legal Teams.

Preferred Qualifications, Capabilities, and Skills

• CPA or CFA designation preferred.

About Us

JPMorgan Chase, 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.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan's Commercial & 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 & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.