Asset Management - Client Service Contract Team - Contract Specialist - Associate jobs in United States
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JPMorganChase · 1 day ago

Asset Management - Client Service Contract Team - Contract Specialist - Associate

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. As a Contract Specialist within JP Morgan’s Asset Management, you will manage the contract management process for various investment products, ensuring effective collaboration with senior leaders and maintaining key partnerships.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process
Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures
Partner with internal legal – running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process
Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately
Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds’ distribution partners
Work independently or in coordination with internal sales team to address client inquiries and respond to information requests
Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments

Qualification

Contract managementAsset management experienceMicrosoft Office proficiencyFINRA Series 6Project managementClient service focusContinuous process improvementSolution-oriented mindsetCommunication skillsTeam collaboration

Required

Bachelor's degree required
Experience in asset management, compliance, or legal
Strong time, project management, and organizational skills in deadline-driven environments
Motivated self-starter focused on client service, able to work independently and as part of a team
Mindset for continuous process improvement, influencing change and collaboration across the organization
Solution-oriented, leading initiatives to enhance processes and drive results
Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting

Preferred

FINRA Series 6 or 7 strongly preferred

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase