Alternative Fund Services AML/KYC Manager

Posted 21 Days Ago
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New York, NY
Hybrid
7+ Years Experience
Financial Services
The Role
Lead the AML/KYC team in building and maintaining strong customer relationships, ensuring accurate KYC information, facilitating client due diligence, and identifying opportunities for process improvements. Track key success metrics and provide feedback to the Product team for enhancements.
Summary Generated by Built In

Job Description
Elevate the customer journey by translating product insights into lasting relationships and harness your expertise in proactive collaborations, onboarding, and product evolution.
As a Customer Success Manager in Alternative Funds Services AML/KYC team, you develop and maintain customer relationships that make our product value propositions a reality. Build and maintain strong relationships with our customers and understand their individual needs and goals as a core contributor of the team.
Job responsibilities

  • Lead our team of AML/KYC specialists, who gather, review and maintain required Anti-Money Laundering (AML) / Know Your Customer (KYC) information and legal documentation to meet regulatory and internal guidelines
  • Ensure KYC information is accurate in order to meet client production targets while maintaining appropriate service levels and meeting client KPIs
  • Facilitate client due diligence while coordinating with other JPM stakeholders who have client commitments
  • Discuss and escalate complex issues surrounding client/investor types and structures, and other AML risk-related issues with Compliance partners
  • Review data integrity and perform quality review of new and existing AML profiles
  • Identify opportunities to improve processes and tools through engagement with transformation partners
  • Guide customers through the onboarding process, leveraging a deep understanding of our products and their capabilities, including new features and other enhancements
  • Track key success metrics and provides data and feedback to the Product team to inform new features and priorities


Required qualifications, capabilities, and skills

  • Demonstrated ability to influence product adoption and customer retention
  • Excellent communication and interpersonal skills with the ability to effectively engage and influence stakeholders across all levels
  • Proven ability to learn new technologies and teach it to others


Preferred qualifications, capabilities, and skills

  • Alternative Investment Funds legal documentation requirements and understanding
  • 10+ years of experience or equivalent expertise in Anti-Money Laundering/Know Your Customer or Compliance roles, preferably within Alternative Funds Services


About Us
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
J.P. Morgan delivers investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. Teams support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions. Clients include asset and fund managers, asset owners, banks and broker-dealers, hedge funds and alternative investors, and insurance companies.

What the Team is Saying

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The Company
New York, NY
250,000 Employees
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What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
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