Account Management Team Lead - Prime Financial Services (PFS) - Executive D at JPMC Candidate Experience page

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Jul, 26

Salary

350000.0

Posted On

17 Apr, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account management, Prime finance, Derivatives clearing, Institutional client coverage, Hedge fund client coverage, Strategic planning, Team leadership, Performance management, Risk management, Regulatory compliance, Client advocacy, Data-driven management, Stakeholder management, Financial analysis, Executive presence, Negotiation

Industry

Financial Services

Description

Join a global leader where you’ll shape the client experience at scale across Prime Finance and Derivatives Clearing—leading a high-performing Account Management organization that connects innovative products, technology, and insights to deliver tangible outcomes for sophisticated Institutional and Hedge Fund clients. Job summary JPMorganChase Prime Financial Services (PFS) unifies Prime Finance and Futures & Derivatives Clearing within the Commercial & Investment Bank, offering clients conventional and synthetic financing, global securities lending, clearing and settlement, comprehensive reporting, and value-added services. As an Executive Director and Team Lead for the Prime Finance Group, you will oversee an Account Management team covering both Institutional and Hedge Fund clients. You will set the coverage strategy, service and operating model, and performance expectations for the team, while acting as a senior escalation point and strategic partner to key client decision makers. You will drive platform adoption, product delivery, and revenue outcomes across equities and derivatives, in close partnership with Sales, Product, Trading, Operations, Technology, Risk, and Compliance. Job responsibilities * Lead, coach, and develop an Account Management team covering Institutional and Hedge Fund clients; set goals, establish coverage standards, and drive a culture of accountability, client advocacy, and continuous improvement. * Own the client experience at scale across product, technology, and operations for Prime Finance and Derivatives Clearing; ensure consistent delivery and measurable client outcomes. * Establish and deepen senior relationships with key client decision makers through executive engagement, strategic reviews, and industry events; serve as an escalation point for complex topics. * Drive commercial results by identifying and influencing business and revenue growth opportunities across the PFS platform, expanding share of wallet and improving client retention. * Translate client needs into firmwide solutions by holistically diagnosing client objectives and connecting them to relevant products and capabilities across the franchise. * Sponsor adoption of new products and technology by proactively engaging clients and coordinating internally to deliver enhancements across Prime and Derivatives workflows. * Use data-driven management to monitor client metrics, balances, return measures, and portfolio construction trends; set analytics expectations for the team and convert insights into action plans. * Guide clients through regulatory and market change by coordinating across internal stakeholders to address evolving regulatory landscapes, market volatility, and industry shifts—mitigating risk and improving outcomes. * Lead cross-functional initiatives to improve client satisfaction, operating efficiency, and product performance; partner with Operations and Technology to strengthen controls and scalability. * Maintain a strong risk and controls mindset in day-to-day leadership, ensuring appropriate governance, escalation, and adherence to applicable policies and regulatory frameworks impacting prime brokerage and derivatives clearing. Required qualifications, capabilities, and skills * Bachelor’s degree in Finance, Economics, or a related field. * 10+ years in Prime Finance, Derivatives Clearing, or adjacent roles, with demonstrated coverage of Institutional and Hedge Fund clients. * People leadership experience, including hiring, coaching, performance management, and building inclusive, high-performing teams in fast-paced environments. * Deep product expertise in Prime Finance and/or Cleared Derivatives, with ability to translate client needs into solutions and influence stakeholders. * Strong commercial acumen with a track record of enhancing and scaling offerings, driving adoption, and delivering measurable client outcomes. * Excellent communication, negotiation, and executive presence; ability to manage and strengthen senior client relationships and represent the platform credibly at the most senior levels. Preferred qualifications, capabilities, and skills * Strong analytical skills with ability to set a data-driven management cadence and turn client metrics into actionable insights and recommendations. * Familiarity with modern client-facing technologies and reporting tools used across Prime Finance and Derivatives Clearing workflows; ability to champion modernization and change management. * Experience leading cross-functional initiatives to improve client satisfaction, service delivery, and product performance across large stakeholder groups. * Knowledge of regulatory frameworks impacting prime brokerage and derivatives clearing, with demonstrated ability to guide clients and internal teams through change. * Series 3, 7, 63 and 24 required within 6 months of joining. 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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Responsibilities

Lead and develop a high-performing account management team to drive client experience, platform adoption, and revenue growth across Prime Finance and Derivatives Clearing. Act as a senior escalation point and strategic partner to institutional and hedge fund clients while ensuring robust risk and control governance.