Prime Financial Services - Account Manager - Associate jobs in United States
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Chase · 12 hours ago

Prime Financial Services - Account Manager - Associate

position50 Rowes Wharf, Boston, MA, 02110, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$135K/yr - $200K/yr

Chase is a leading financial institution providing innovative financial solutions. The Account Manager will support hedge fund clients, acting as a key representative of J.P. Morgan’s Prime Financial Services platform, and will focus on building client relationships and driving business growth.

BankingFinancial Services

Responsibilities

Client Relationship Management: Build and maintain strategic relationships with key client decision makers, strengthening engagement through regular communication, meetings, and industry events
Prime Brokerage Solutions: Proactively introduce clients to new Prime Finance products, technology enhancements, and regulatory developments, ensuring clients are informed and positioned to benefit from the latest offerings
Business Development: Leverage client relationships to identify and drive opportunities for Prime Finance business growth and increased revenue, acting as a trusted advisor to clients
Portfolio and Balance Optimization: Ability to analyze client metrics, balance trends, and portfolio composition, helping clients on strategies to optimize their balance mix, return metrics, and overall revenue generation
Holistic Client Coverage: Deliver a comprehensive suite of J.P. Morgan products by analyzing the client’s business holistically, identifying cross-product opportunities across equities, fixed income, synthetics, FX, and futures clearing
Client Experience Leadership: Oversee the end-to-end client experience, ensuring seamless delivery of product, technology, and operational support. Lead initiatives to enhance client satisfaction and continuously improve Prime Finance offerings

Qualification

Client Relationship ManagementInvestment Operations KnowledgeFinancial Markets UnderstandingBusiness DevelopmentPortfolio OptimizationSeries 363 CertificationPersuasive CommunicationOral Presentation SkillsNegotiation Skills

Required

Bachelor's degree in Finance, Business, Economics, or a related field
Demonstrated ability to manage and cultivate strong client relationships
Energetic self-starter with a keen interest in learning the business and a drive to enhance and expand our product offerings
Foundational understanding of investment operations and financial markets
Proven ability to thrive in a fast-paced, dynamic environment
Exceptional oral presentation, persuasive communication, and negotiation skills

Preferred

Advanced degree preferred
Series 3, 7, and 63 preferred or willing to attain within 6 months of joining

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

Chase

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase