Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in our team to partner with the Business to provide a comprehensive view.
As a member of the Securities Services Tax Product Management team, you will oversee program management and execute initiatives across the Cash and Payments, Liquidity, and F/X businesses, focusing on managing the tax function comprehensively in collaboration with business and functional stakeholders. You will participate in governance and quality assurance of tax solutions and operating models, while evaluating opportunities and risks arising from external and internal tax-related changes. This role provides the chance to collaborate closely with various teams and directly influence the products and solutions offered to clients, aiding their global investment strategies.
Job Responsibilities
- Develop a robust understanding of the Securities Services client base and market dynamics – offerings in market, regulatory changes, emerging client requirements and product needs
- Manage the oversight model ensuring that tax regulations and associated reporting obligations are met in each market. Review and refine the oversight model resulting from changes in market requirements and/or business structure
- Collaborate with business, operations and risk management teams to assess the tax impact of Market & Regulatory developments on product offerings. Ensure that resultant solutions meet agreed requirements / standards
- Act as an escalation point for tax product related questions and ensure suitable resolution and management of issues
- Lead strategic, complex, cross-functional projects throughout the lifecycle from ideation to project execution and post implementation review, ensuring the quality and timeliness of the project completion
- Support Ad-hoc research and resolution of daily issues
- Support client requests that require a change to the product offering. Conduct business assessments, define / create solutions to manage the implementation
- Engage with adjacent product teams and regional colleagues to drive product synergies and operational efficiencies
- Develop and maintain client facing collateral to support go-to-market initiatives
- Subject to capacity, assist with tax product initiatives across the Securities Services franchise
Required qualifications, capabilities and skills
- Minimum 8 years of experience in managing tax considerations for securities, cash, payments, liquidity or f/x services
- Ability to move process change, from the definition of initial requirements through to the delivery of the end solution
- Demonstrated ability to think analytically and strategically with respect to product strategy and development agenda
- Strong problem-solving mindset and ability to navigate complex client needs
- Ability to work independently and handle multiple responsibilities simultaneously
- Excellent stakeholder management skills, with experience working across functions and regions
- Organisational and planning skills and a track record of delivery
- Excellent written and verbal communication skills
Preferred qualifications, capabilities and skills
- Knowledge of the securities settlement lifecycle, and operational considerations in supporting cross-border portfolio investment strategies
- Understanding of FATCA and CRS operational requirements
- Experience in institutional product life cycle activities
- Experience in data analytics and data literacy
- Experience using emergent technologies such as generative AI to support process automation initiatives
- Experience in adjacent product areas such as custody, fund services, securities lending, or collateral management solutions
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 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.
