Are you ready to make a significant impact in the world of trading services? At JPMorganChase, we offer an exciting opportunity for career growth and development as a Trading Services Manager. Join us to leverage your skills in automation and data analysis and be part of a team that values innovation and continuous improvement.

As a Trading Services Manager within JPMorganChase, you will be a key player in our team, leveraging your deep knowledge of trade activities, portfolio management and market products. You will interpret customer needs and identifying trends to generate innovative solutions. You will be responsible for end-to-end trade processing and driving continuous improvement in our operating platform. Your advanced understanding of wealth management technologies and data literacy will be crucial in optimizing our systems and making data-driven decisions. As a recognized expert in your field, you will use your strong presentation skills and influence to communicate insights, manage internal stakeholders, and lead by example. Your work will have a wide-ranging impact on our operations, financial management, and service delivery, contributing to the overall success of our firm.

Job responsibilities

Oversee the end-to-end trade life cycle, ensuring accurate order entry, trade execution with operational policies and procedures.
Utilize advanced knowledge of wealth management and market products to identify trends and potential risks.
Implement wealth management technologies and data analysis techniques to optimize trading & portfolio management systems, enhance efficiency, and inform strategic decisions.
Engage with internal stakeholders, leveraging strong presentation skills to communicate insights, drive change, and align operations with the firm's strategic objectives.

Required qualifications, capabilities, and skills

7+ years of experience or equivalent expertise in trading services, specifically in order generation, trade execution and portfolio management.
Demonstrated advanced skills in using wealth management technologies to optimize trading systems and portfolio management processes.
Advanced knowledge of market products, including their definitions, operating procedures, and relevant industry regulations.
Focus on fostering continuous improvement and innovation. Knowledgeable in Product Development Lifecycle and API technology.
Expertise in data analysis techniques, with the ability to communicate data-driven insights effectively to inform strategic decisions to senior management and stakeholders.
Expertise to create presentations across various levels. Ability to deliver in person & virtual training.
Business-oriented with expertise in brokerage/wealth management, portfolio management, and trading processes.
Skilled in understanding Financial Advisor workflows, translating functional knowledge, and developing training materials.
Proficient with platforms like Charles River Development (CRD), Vestmark, Envestnet, Advent Moxy, FolioDynamix, and Bloomberg.
Excellent communicator, engaging effectively with business users, operations, and tech partners; detail-oriented and adept at multi-tasking.
Self-confident and proactive, skilled in building trust and alliances, working in cross-functional teams, and upholding high standards of integrity.

Preferred qualifications, capabilities, and skills

Skilled in leveraging digital literacy to adopt and integrate innovative wealth management technologies, enhancing trade services, portfolio management and operational efficiency.
Capable of utilizing AI and machine learning to enhance trade service processes and improve decision-making, driving data-driven insights and outcomes.

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.