Chase · 1 month ago
Executive Director - Trading Services, Syndicate & Public Finance Director
Chase is seeking an Executive Director to lead their Syndicate Operations and Public Finance Trade Support team. This pivotal role involves setting strategic direction, driving operational excellence, and fostering a culture of innovation and continuous improvement.
BankingFinancial Services
Responsibilities
Set the vision and strategy for Syndicate Operations and Public Finance Trade Support, aligning with firm-wide objectives
Oversee end-to-end trade lifecycle management for Primary and Secondary Fixed Income products, including Municipal Bonds, Corporate Bonds, CLOs, ABS, RMBS, CMBS, and more
Ensure strict adherence to operational, regulatory, and economic risk controls
Maintain deep knowledge of relevant regulatory requirements (MSRB, FINRA, TRACE, DTC, Euroclear, etc.)
Maintain robust reconciliation, completeness checks, and control sign-offs across all processes
Serve as the primary point of contact for senior stakeholders across Front, Middle, and Back Office, including Underwriting, Sales, Trading, Operations, Finance, Risk, and Legal
Drive organizational change, process improvement, and digital transformation initiatives
Foster a culture of innovation, encouraging teams to challenge existing processes and propose new solutions
Lead, coach, and develop high-performing teams, empowering managers and associates to excel
Champion the adoption of advanced analytics, automation, and digital tools (Excel VBA, Python, SQL, Alteryx, Tableau, AI/ML)
Oversee implementation of new systems and technology enhancements to streamline operations
Qualification
Required
10+ years of experience in Fixed Income Operations, Syndicate, or Public Finance
5+ years in a senior leadership role
Demonstrated ability to lead and inspire large, diverse teams in a dynamic, high-pressure environment
Deep understanding of Primary and Secondary Fixed Income markets, trade support, and syndicate workflows
Strong controls discipline and risk management mindset
Exceptional communication, stakeholder management, and influencing skills
Track record of driving organizational change and process improvement
Preferred
Experience managing cross-functional teams and large-scale transformation projects
In-depth knowledge of regulatory frameworks and industry best practices
Ability to think strategically and execute tactically
Strong analytical, problem-solving, and project management skills
Commitment to fostering a culture of empowerment, innovation, and continuous improvement
Advanced technical skills (Excel, Python, SQL, Alteryx, Tableau, AI/ML tools) are positive
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
Financial IT
2026-01-09
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2026-01-09
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