JPMorgan Chase
Cash Equities Client Services Manager - Vice President
Newark, DE · Director · Full-time · Posted Sep 3, 2026
- Experience
- Significant experience required; no number of years stated.
About the job
Leads a client service team and oversees the institutional cash equities trade lifecycle, resolving trade issues and improving controls, workflows, and client outcomes.
What you'll do
- Lead and develop the team, serving as a senior escalation point for client and operational issues.
- Oversee trade allocations, confirmations, settlement, controls, and fails management.
- Use data and partner with Technology and stakeholders to improve workflows through automation and process enhancements.
What they ask for
- Significant experience in Cash Equities middle office, client services, or trade support, with knowledge of the equity trade lifecycle, allocations, and settlement-related processes.
- Demonstrated team leadership in a high-volume, deadline-driven environment.
- Track record of exceptional institutional client service and complex issue resolution.
- Strong understanding of operational risk and controls, plus analytical, communication, and problem-solving skills.
Nice to have
- Experience supporting Institutional Asset Managers and/or Hedge Funds in equities middle office or client services.
- Experience reducing fails, breaks, or manual processing; mentoring teams; or evaluating, implementing, or governing AI-driven solutions.
AI focus
Identify opportunities for AI and automation in operational workflows, including evaluating, implementing, or governing AI-driven solutions for scalable process improvements.
Model-written summary · the original posting is authoritative