Vice President - Client Operations
Company: JPMorgan Chase & Co.
Location: Boston
Posted on: April 1, 2026
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Job Description:
Description JPMorgan Chase’s Investment Middle Office (IMOS)
acts as the Middle Office for our clients across a range of
products, including but not limited to Listed Securities, Cash,
ETDs, OTCs, Repos, Bank Loans and CFDs. IMOS deals with all stages
of the lifecycle for each product from broker matching, management
of the client’s custodial network, lifecycle events including
corporate events, ensuring timely settlement of trades and cash,
management of claims and overdrafts, client / regulatory reporting,
and input into the production of our Investment Book of Record
delivery (IBOR). As a Vice President within the IMOS Client Global
Operations team, you will play a pivotal role in leading efforts to
implement our new strategic Middle Office Infrastructure. You will
work closely with clients, project teams, and technology partners
to ensure a seamless rollout and provide exceptional support to our
clients. Your primary responsibility will be to manage the Client
Operations team, ensuring premier service delivery and the
accurate, timely delivery of the IMOS service to our end clients.
Additionally, you will act as a liaison with clients and associated
financial organizations to resolve any issues to the client's
satisfaction. Job Responsibilities Play a lead role within the
Global Client Operations team and act as a client-facing point of
escalation, including overseeing our processing teams to ensure any
issues requiring client attention are quickly resolved and working
with the teams to ensure high levels of straight-through
processing. Establish dashboards and metrics to demonstrate
progress and high quality of support to clients and senior
management with clear and consistent statistics and commentary.
Oversee large components of the daily operational activities
essential to premier service delivery, including day-to-day
management oversight of the team, work allocation, capacity
management, and talent management as required. Build solid
relationships with Client teams, including Front Office,
Performance & Risk, and Compliance teams, and attend and
participate in forums hosted and run by third parties. Work with
management of the client operations team to achieve 100% timeliness
and accuracy and seamless integration in a ‘follow the sun’ model,
developing client relationships to understand their fund structure,
trading behaviors, and strategies. Partner with Relationship
Management and help lead client service and due diligence meetings.
Collaborate cross-functionally with technology, service, product,
and other operations teams to manage the entire service delivery.
Liaise with external third parties daily, including brokers,
custodians, transfer agents, and vendors, while monitoring market
changes and developments. Utilize experience with reconciliations
and transaction lifecycle management. Drive projects designed to
enhance and improve existing processes and systems, and participate
in new fund and product launches. Manage teams to ensure the
creation of diverse, high-performing teams and manage them
effectively with clear objectives, goals, and targets to ensure
continuous learning and development. Required qualifications,
capabilities, and skills Product knowledge particularly of
Equities, Fixed Income, Cash Markets, FX, OTC instruments, Exchange
Traded Derivatives, other financial instruments, and general trade
lifecycle. Knowledge of industry and vendor products. Client
service / relationship building skills with the ability to build
strong relationships with a wide variety of diverse groups, both
internally and externally. Demonstrated leadership experience
across process, risk, and control within Investment Operations
including managing change. Self-starter with ability to learn
quickly. Excellent client facing skills & communication style,
comfortable dealing with key clients. Proven ability to lead teams
across multiple locations. Strong influencing skills, Ability to
challenge existing processes and controls. Attested track record of
successfully working to deadlines, with accountability and
responsibility for independent workload. Experience of Investment
Operations (Trades, Cash and Reconciliations) Experience of
Reconciliations and transaction lifecycle management Excellent
problem solving skills to identify, understand and address
operational and technical issues. Strong communication skills, both
written and verbal, including the ability to develop relationships
across the various stakeholders including senior business
executives. Ability to be flexible, follow and meet tight
deadlines, organize, and prioritize work and meet the clients’
expectations. Preferred qualifications, capabilities, and skills
Demonstrate leadership (preferably, but not necessarily, Middle
Office)
Keywords: JPMorgan Chase & Co., Revere , Vice President - Client Operations, Accounting, Auditing , Boston, Massachusetts