Description

As the Manager of North America Transfer Agency Oversight, you will lead a high-performing team responsible for operational support and oversight of our fund services. You will play a pivotal role in ensuring regulatory compliance, driving process improvements, and delivering best-in-class service to our clients. This is an exciting opportunity to make a meaningful impact, collaborate with industry leaders, and advance your career in a dynamic, global organization.

Key Responsibilities

• Lead, develop, and motivate the Transfer Agency Oversight team, including recruitment, performance management, and career development. Foster a culture of accountability, continuous improvement, and risk awareness. Provide back-up support to team members as needed.
• Build and maintain strong relationships with internal and external stakeholders, including acting as the primary point of contact for client escalations.
• Ensure effective communication and client satisfaction through regular meetings, forums, and status reporting. Analyze, monitor, and report on data to support business needs and decision-making.
• Oversee fund setups, regulatory statement and tax form mailings, and support for electronic client portal access. Manage multiple projects of varying complexity, ensuring all deliverables are completed on schedule.
• Proactively identify and close gaps in internal controls, promoting a zero-error policy and risk-aware culture. Manage issue escalation, tracking, and resolution, escalating as appropriate.
• Regularly review, update, and enhance procedures to drive efficiency, consistency, and quality.
• Collaborate with Senior Management, Product Groups, Finance, Business Risk Management, and external partners, including the Fund's transfer agent.

Required Qualifications, Capabilities, and Skills

• 10+ years of experience in Asset Management, Transfer Agency, or related fields. Preference is experience in Private Wealth Alternative (Retail Alts) Funds and preferable 4+ years of people management experience.
• Strong knowledge of Transfer Agency policies and procedures and in-depth understanding of mutual funds, collective investment trusts, private wealth alternative funds, and distribution models.
• Experience with SS&C (DST) systems (TA2000, TA2000 Desktop, Chorus AWD) preferred.
• Advanced analytical skills with high attention to detail and problem-solving ability. Excellent verbal and written communication skills; able to communicate effectively across varying audiences and run meetings.
• Technical proficiency in Tableau, Alteryx, Python, UI Path, and a desire to leverage technology for efficiency and risk mitigation. Strong PC skills, including Excel (macros/programming preferred).
• Bachelor's degree in Finance, Business, or a related field, or equivalent relevant experience.
• Strong organizational and time management skills; able to manage multiple priorities and deadlines in a fast-paced environment.

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.