Triparty Collateral Management Relationship Management - Associate

Posted 2 Days Ago
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New York, NY
Hybrid
Senior level
Financial Services
The Role
As an Associate in the Tri-party Collateral Management team, you will manage and enhance client relationships, ensuring the delivery of triparty services. This role involves overseeing service performance, preparing client reviews, seeking improvement opportunities, and collaborating with various teams to drive growth in the LATAM region.
Summary Generated by Built In

Job Description
Job Description:
The Tri-party Collateral Management business, part of Securities Services, offers a comprehensive suite of collateral services across various transaction types and asset classes, supported by a high-touch client service model. Our clients include banks, broker-dealers, hedge funds, insurance companies, asset managers, and other segments. The team collaborates with Sales for new business development and focuses on enhancing and retaining existing client relationships while maintaining a strategic understanding of each client's business and operating model. The Relationship Management team serves as the escalation point for clients, managing and resolving service issues in collaboration with internal partners to drive continuous service improvements.
Job Summary:
As an Associate within the Tri-party Collateral Management - Relationship Management team, you will be responsible for fostering and managing relationships with clients and stakeholders. Your role will be client-facing, involving communication, client management, and assistance with reports and presentations. You will have direct responsibility for managing large, complex, and demanding accounts across the region, often with a global reach. You will work in collaboration with Sales, Product Management, and Operations. This role is primarily focused on our existing client base in Latin America and is crucial to our expansion in that region.
Job Responsibilities:

  • Own the overall client experience, ensuring all triparty services are delivered end-to-end.
  • Maintain a strategic understanding of each client's operating model and the market, vendor, and regulatory impacts on their environment.
  • Serve as a point of escalation for clients and internal teams, effectively navigating the organization on behalf of the client.
  • Identify trends, issues, and opportunities.
  • Prepare and present regular client reviews, covering service levels, market trends, platform requirements, feedback, wallet share, portfolio mix, and product contributions.
  • Oversee service performance against agreed client expectations.
  • Seek opportunities to enhance service levels and efficiency for both the client and the organization.
  • Collaborate with Sales to strengthen client relationships and drive organic growth and additional sales opportunities.
  • Conduct client presentations and training for new products and markets that best meet client needs.


Required qualifications, capabilities, and skills:

  • 5 years of experience in Financial or Securities Services, ideally in Tri-party.
  • Proven excellence in client service or relationship management, with a track record of delivering on commitments.
  • Experience dealing with complex and demanding client organizations.
  • Ability to navigate large organizations and demonstrate strong influencing skills.
  • Excellent presentation skills, capable of engaging senior-level audiences.
  • Experience interacting with multiple functional areas, including Product, Operations, Technology, Legal, Risk, and Sales.
  • Ability to build and maintain strong internal relationships.
  • Clear communicator, adaptable to different communication styles.
  • Strong analytical skills, including data manipulation and visualization.
  • Project management experience.
  • Superior written and verbal communication skills.


Preferred qualifications, capabilities and skills:

  • Bilingual in English and Spanish preferred.
  • Familiarity with Collateral Services, Securities Lending, Derivatives, and Repo.


About Us
JPMorganChase, 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 & Co. 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.

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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.

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