Fund Servicing Manager - Vice President

Join a dynamic Transfer Agency leadership team within Corporate and Investment Banking, where strong governance, client excellence, and people leadership are central to delivering high‑quality fund servicing outcomes. This role offers the opportunity to lead complex operations, drive continuous improvement, and influence key stakeholders across global locations.

Job Summary

As a Fund Servicing Manager - Vice President within the Transfer Agency team, you will be responsible for talent retention and development, capacity and resiliency management of the team. You will provide end‑to‑end operational oversight, ensure strong governance and risk controls, and deliver accurate, timely, and high‑quality client service in line with regulatory, audit, and organizational standards.

Job Responsibilities

• Lead talent retention, development, performance management, and succession planning for the team.
• Provide end‑to‑end oversight and governance of daily Transfer Agency operations, ensuring accuracy, timeliness, and adherence to procedures, policies, and fund documentation.
• Ensure a strong control environment, including strict adherence to the four‑eyes check principle and timely escalation of operational risks or issues.
• Review key operational activities to ensure compliance with established controls, regulatory requirements, and audit standards.
• Drive a strong client service culture, ensuring queries are resolved professionally and within agreed service levels.
• Own the creation, maintenance, and continuous improvement of procedures, processes, and control frameworks.
• Compile and report accurate and timely departmental KPIs in line with corporate standards.
• Lead and support internal and client‑driven projects, initiatives, and testing activities.
• Oversee the delivery of regular and ad‑hoc client, investor, and regulatory reporting.
• Act as a senior point of contact for onshore management and other key stakeholders.
• Communicate departmental and corporate updates through structured and regular team engagement forums.

Required qualifications, skills, and capabilities

• Strong communication skills with the ability to engage effectively across different levels of seniority.
• Proven people management and leadership capability, including motivation, coaching, and performance management.
• Ability to remain calm, professional, and effective in high‑pressure operational and client situations.
• Strong analytical, problem‑solving, and decision‑making skills with demonstrated ownership and accountability.
• Ability to manage multiple priorities, meet demanding deadlines, and operate effectively in a client‑focused environment.
• Demonstrated project management skills, including planning, execution, and delivery of complex initiatives.
• High risk awareness with the ability to proactively identify, assess, and escalate financial, regulatory, reputational, and operational risks.
• Track record of driving process improvement, standardization, and operational efficiencies.
• Ability to identify opportunities for automation and continuous improvement aligned to corporate objectives.
• Strong stakeholder partnership skills across Transfer Agency teams, Corporate and Investment Banking, and clients.
• Willingness and capability to deputize across the Transfer Agency leadership team as required.

Preferred Qualifications

• Keen awareness of and adherence to audit requirements, preferably with SOC 1 Long Form Report experience and proven experience liaising with auditors.

Education & Qualifications

• Bachelor’s degree or equivalent (business discipline preferred).
• Minimum 14 years of experience in the financial services industry, including significant experience in Transfer Agency operations.
• Extensive people management experience within a controlled operations environment.
• Working knowledge of at least one Transfer Agency administration system.
• Strong proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint.
• Fluency in written and spoken English.

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.