Lead the management of Client Performance Reporting and Tax Savings Reporting, coordinating with teams to ensure quality and efficiency in client-facing operations.
Job Description
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 Senior Associate in Platform Management and Operations, you will lead the end-to-end management and daily operations of Client Performance Reporting, Tax Savings Reporting, Model Management, and other critical Platform Management Business-As-Usual processes. You will interact directly with clients and collaborate with client-facing teams to address new business needs, resolve issues, and provide exceptional client support. You will coordinate with cross-functional stakeholders to ensure that 55ip Platform activities are executed with quality, consistency, and scalability, while supporting enhancements to the operating model.
Working at 55ip means standing at the intersection of finance and technology-and at the cutting edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we've experienced breakthrough growth over the last year. Today, over 300 financial advisor firms with $300 billion in assets (and counting) are using 55ip.
If we look a little different, it's because we are. We're entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience-and have fun doing it. Like lots of companies, we've got a deep bench of smart, talented, creative people, but our superpower is something else: hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details-and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we're looking for top talent-with hustle-to join us on our path to becoming an industry standard.
55ip is seeking a talented and experienced professional to lead the End-to-End management and daily operations of Client Performance Reporting (CPR), Tax Savings Reporting (TSR), Model Management (MM), and other critical Platform Management Business-As-Usual (BAU) processes. This client-facing role involves direct interaction with end clients and collaboration with client-facing teams to address new business needs, resolve issues, and provide exceptional client support. The successful candidate will coordinate with cross-functional stakeholders, including Operations, Technology, Vendor, and Client Solutions Teams, to ensure that 55ip Platform activities are executed with quality, consistency, and scalability.
In addition to managing current processes, this role will support enhancements to the operating model. The ideal candidate will have a proven track record of effective cross-functional execution, owning operational workflows and change management. This is an excellent opportunity to work in a fast-paced, dynamic environment at the core of 55ip's business, playing a critical role in maintaining the consistency and quality of client-facing deliverables across 55ip's growing business
Job Responsibilities
Required qualifications, capabilities, and skills Experience:
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 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.
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.
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 Senior Associate in Platform Management and Operations, you will lead the end-to-end management and daily operations of Client Performance Reporting, Tax Savings Reporting, Model Management, and other critical Platform Management Business-As-Usual processes. You will interact directly with clients and collaborate with client-facing teams to address new business needs, resolve issues, and provide exceptional client support. You will coordinate with cross-functional stakeholders to ensure that 55ip Platform activities are executed with quality, consistency, and scalability, while supporting enhancements to the operating model.
Working at 55ip means standing at the intersection of finance and technology-and at the cutting edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we've experienced breakthrough growth over the last year. Today, over 300 financial advisor firms with $300 billion in assets (and counting) are using 55ip.
If we look a little different, it's because we are. We're entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience-and have fun doing it. Like lots of companies, we've got a deep bench of smart, talented, creative people, but our superpower is something else: hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details-and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we're looking for top talent-with hustle-to join us on our path to becoming an industry standard.
55ip is seeking a talented and experienced professional to lead the End-to-End management and daily operations of Client Performance Reporting (CPR), Tax Savings Reporting (TSR), Model Management (MM), and other critical Platform Management Business-As-Usual (BAU) processes. This client-facing role involves direct interaction with end clients and collaboration with client-facing teams to address new business needs, resolve issues, and provide exceptional client support. The successful candidate will coordinate with cross-functional stakeholders, including Operations, Technology, Vendor, and Client Solutions Teams, to ensure that 55ip Platform activities are executed with quality, consistency, and scalability.
In addition to managing current processes, this role will support enhancements to the operating model. The ideal candidate will have a proven track record of effective cross-functional execution, owning operational workflows and change management. This is an excellent opportunity to work in a fast-paced, dynamic environment at the core of 55ip's business, playing a critical role in maintaining the consistency and quality of client-facing deliverables across 55ip's growing business
Job Responsibilities
- Serve as the Subject Matter Expert (SME) for the entire lifecycle of 55ip client reporting processes (CPR, TSR), ensuring data accuracy and integrity.
- Maintain a robust control environment for Client Performance and Tax Savings Reporting, including documented controls, oversight, and procedures. Utilize SQL to query and analyze data, ensuring comprehensive oversight.
- Collaborate with Technology, Operations, Product Management, and client-facing teams to manage daily operations and drive the evolution of the Platform. Leverage modern Business Intelligence (BI) tools to analyze data trends and provide actionable insights.
- Partner with Technology, Accounting Systems Vendor, and JPM stakeholders to ensure client outcomes are met and business-impacting changes are vetted and communicated proactively. Use data analysis to support decision-making and strategic planning.
- Investigate and resolve escalated client issues through effective collaboration with cross-functional stakeholders. Apply data analysis techniques to identify root causes and develop solutions.
- Proactively manage risks related to data quality, timing, and report quality, partnering with the Product team for process automation. Use SQL and BI tools to monitor data integrity and mitigate risks.
- Oversee daily work assignments and priorities, ensuring goals, key performance objectives, and SLAs are consistently met. Utilize data analysis to optimize workflows and improve efficiency.
- Lead and manage ad hoc initiatives and projects, driving implementation of changes and ensuring sustainability. Employ data-driven insights to guide project direction and outcomes.
- Cross-train and provide backup for other BAU processes (e.g., Model Management) to ensure coverage and continuity. Use data analysis to identify potential gaps and ensure seamless operations.
Required qualifications, capabilities, and skills Experience:
- Minimum 5 years of experience in building processes and managing cross-functional projects that drive business impact, preferably within the financial services or investment management industry.
- Strong proficiency in data analysis, with the ability to interpret complex data sets and provide actionable insights. Experience using modern BI tools such as Tableau, Power BI, or similar platforms to visualize and analyze data trends.
- Advanced skills in SQL for querying, analyzing, and managing large data sets. Ability to write complex SQL queries to extract and manipulate data for reporting and decision-making purposes.
- Strong analytical and problem-solving skills, with the ability to think critically and strategically to address operational challenges and improve processes.
- Proven ability to work collaboratively across teams and lead initiatives that require coordination with multiple stakeholders, including Technology, Operations, and Client Services.
- Demonstrates a strong sense of ownership and accountability for all tasks and projects.
- Comfortable with change and ambiguity, with a willingness to learn and adapt to new technologies and methodologies.
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 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.
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.
Top Skills
Business Intelligence Tools
Power BI
SQL
Tableau
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