Head of Client and Trading Operations- 55ip at JPMorgan Chase Bank, N.A. in Boston, Massachusetts

Job Description:

Join Us at 55ip & Help the Wealth Management Industry Move Forward

Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we've experienced breakthrough growth. Today, over 175 financial advisor firms with $70 billion in discretionary assets (and counting) are using 55ip.

If we look a little different, it's because we are. We're entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience-and have fun doing it. Like lots of companies, we've got a deep bench of smart, talented, creative people, but our superpower is something else: hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to be thrive at 30,000 feet or dig into the details-and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we're looking for top talent-with hustle-to join us on our path to becoming an industry standard.

Reporting to the Chief Operating Officer, this position will manage trade and client operations across the managed account platform. Candidates should have significant experience in both design and implementation in these areas, combined with experience to scale processes and technology to accommodate significant volume.

Responsibilities:

• Manage the trade and client operations teams, leveraging internal and external technology.
• Design and implement automated processes supporting multi-asset class portfolios for separately managed accounts (SMAs), model portfolios and UMAs, ensuring high quality execution, scale and high client satisfaction.
• Collaborate with product and technology teams as well as 3rd party vendors to ensure state-of-the-art systems implementation and risk management in the trade-order process.
• Lead software upgrades for both accounting and trade processing software.
• Collaborate and communicate with implementation specialists, ensuring speed and accuracy.
• Maintain and design effective controls and procedures to comply with regulatory requirements and satisfy internal and external audits.
• Working closely with the executive team, build plans for additional scale as we add new products, channels and clients; determine hiring needs and hiring as necessary
• Serve on Trading and Operations Committee.

• Minimum 10 years of experience in a multi-asset, technology-driven environment overseeing trade operations.
• Voracious attention to detail, ability to handle multiple priorities and a hands-on management style.
• Strong leadership ability and interpersonal skills.
• Outstanding analytical, verbal, and written skills.
• Must be a team player with an attitude toward excellence in client service.

Compensation : We offer a competitive base salary, benefits and incentive plans.

About 55ip

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip's ActiveTax® Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at https://55-ip.com/

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans