Prime Financial Services Transition Management - Associate/ Vice President
Aumni
Accounting & Finance
Worcester, MA, USA
Posted on Feb 10, 2026
J.P. Morgan is a market leader in Prime Financial Services. Join our Transition Management team and play a key role in delivering a seamless, first-class onboarding experience for our hedge fund clients across multiple asset classes and global markets.
As an Associate/ Vice President in Prime Financial Services Transition Management, you will act as a dedicated relationship manager, guiding clients through the onboarding process and liaising with external vendors to ensure a smooth and efficient experience for our clients. You will coordinate and collaborate across multiple internal teams to convert client mandates into active accounts, ensuring clients’ needs and bespoke requirements are met with accuracy and urgency.
Job Responsibilities
- Act as a single, dedicated point of contact for clients throughout the onboarding process.
- Establish and maintain relationships with primary client contacts, such as COOs, CEOs, Heads of Operations and Business Development.
- Host regular client meetings, partnering closely with hedge fund start-ups to provide additional guidance and assistance.
- Liaise with external third parties such as trading platforms, legal counsels, consulting firms and fund administrators.
- Coordinate across multiple internal teams, regions and asset classes, (Equity, Fixed Income, Derivatives, etc.).
- Build and maintain strong relationships with partner teams, such as Sales, Credit Risk, Margin Trading, Execution, Legal, Account Management, and Middle Office to maintain consistent progress and facilitate client timelines
- Represent and advocate for clients internally, ensuring their requirements are met accurately and delivered with a sense of urgency.
- Identify optimal structure for clients based on their requirements (products, markets, structure, regulations etc.) to J.P. Morgan’s platform, working with partner teams to solve where needed.
Required Qualifications, Capabilities, and Skills
- Experience with either hedge funds or a relevant product (Prime Brokerage, Equities, Fixed Income, OTC and ETD Derivatives, etc.).
- Strong interpersonal skills, communication, and client management, with the ability to build meaningful relationships with both clients and internal partner groups across a range of seniority levels.
- Excellent project management, time management, and organizational skills; demonstrated ability to prioritize, multi-task, and deliver within tight and changing timeframes in a dynamic environment.
- Sense of ownership and accountability to client.
- Confident, driven, self-starter with the ability to work independently.
- Inquisitive, tenacious; able to take a consultative approach with business partner teams on complicated workflows.
- Excellent attention to detail with intent to provide a high level of accuracy.
- Minimum bachelor’s degree
- Strong problem-solving ability: able to anticipate possible issues and seek to eliminate, mitigate, or escalate as appropriate.
- Ability to adapt to a fast-paced, dynamic environment and manage multiple priorities.
Preferred Qualifications, Capabilities, and Skills
- Experience working in a global financial institution or with international clients.
- Familiarity with regulatory requirements for prime brokerage and fund onboarding.
- Demonstrated leadership in driving process improvements and client satisfaction.
- Proficiency in Mandarin is a plus due to client coverage in the region.
- In-depth understanding of fund structures, legal entities, financing product offerings, and associated legal documentation.
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
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.
Manage client onboarding for Prime Financial Services as key contact, delivering a first-class client experience across business lines.