JPMorganChase · 13 hours ago
Prime Financial Services - Account Manager - Associate
Boston, MA
Full-time
Onsite
New Grad, Entry Level
$135K/yr - $200K/yrJPMorganChase is one of the oldest financial institutions, providing innovative financial solutions to a diverse clientele. The Account Manager will support hedge fund clients, focusing on relationship management, business development, and optimizing client portfolios while ensuring an exceptional client experience.
Asset ManagementBankingFinancial Services
Responsibilities
Client Relationship Management: Build and maintain strategic relationships with key client decision makers, strengthening engagement through regular communication, meetings, and industry events
Prime Brokerage Solutions: Proactively introduce clients to new Prime Finance products, technology enhancements, and regulatory developments, ensuring clients are informed and positioned to benefit from the latest offerings
Business Development: Leverage client relationships to identify and drive opportunities for Prime Finance business growth and increased revenue, acting as a trusted advisor to clients
Portfolio and Balance Optimization: Ability to analyze client metrics, balance trends, and portfolio composition, helping clients on strategies to optimize their balance mix, return metrics, and overall revenue generation
Holistic Client Coverage: Deliver a comprehensive suite of J.P. Morgan products by analyzing the client’s business holistically, identifying cross-product opportunities across equities, fixed income, synthetics, FX, and futures clearing
Client Experience Leadership: Oversee the end-to-end client experience, ensuring seamless delivery of product, technology, and operational support. Lead initiatives to enhance client satisfaction and continuously improve Prime Finance offerings
Qualification
Required
Bachelor's degree in Finance, Business, Economics, or a related field
Demonstrated ability to manage and cultivate strong client relationships
Energetic self-starter with a keen interest in learning the business and a drive to enhance and expand our product offerings
Foundational understanding of investment operations and financial markets
Proven ability to thrive in a fast-paced, dynamic environment
Exceptional oral presentation, persuasive communication, and negotiation skills
Preferred
Advanced degree preferred
Series 3, 7, and 63 preferred or willing to attain within 6 months of joining
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
Founded in 2000
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-13
2026-01-08
Crunchbase News
2026-01-08
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