Asset Management - 55ip Trade Implementation and ...

Asset Management - 55ip Trade Implementation and Strategy- Vice PresidentJoin to apply for the Asset Management - 55ip Trade Implementation and Strategy- Vice President role at JPMorganChaseAsset Management - 55ip Trade Implementation and Strategy- Vice President1 day ago Be among the first 25 applicantsJoin to apply for the Asset Management - 55ip Trade Implementation and Strategy- Vice President role at JPMorganChaseJob DescriptionWorking at 55ip means standing at the intersection of finance and technology—and at the cutting edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston, New York, and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we’ve experienced breakthrough growth over the last year. Today, 450 financial advisor firms with $1 trillion in assets (and counting) are using 55ip.Job DescriptionWorking at 55ip means standing at the intersection of finance and technology—and at the cutting edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston, New York, and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we’ve experienced breakthrough growth over the last year. Today, 450 financial advisor firms with $1 trillion in assets (and counting) are using 55ip.As a Trade Implementation Strategist within 55ip, you will be responsible for enhancing the pre-trade analysis of investment decisions across impacted accounts, pre-trade coordination with internal and external teams, and post trade implementation and execution processes to optimize client outcomes. This role combines operational understanding, and analytics with market dynamics and trading practices. The VP acts as a liaison between assets managers, traders, operations, and clients.Job ResponsibilitiesConduct scenario analysis, assess trade sizing and timing, market conditions, liquidity to optimize outcomesEnhance framework to translate asset manager instructions into proposed, ensuring alignment with client guideline, regulatory requirements, and asset manager intentPartner with trading teams to assess block allocations, step-outs, and rotationsMonitor transaction costs, slippage, and market impact; assess strategies for enhancement where possibleWork closely with portfolio managers, client service, operations, and compliance teams to ensure seamless trade workflows.Develop process enhancements, technology solutions, and oversight frameworks that increase scalability and controls.Provide oversight reporting on trading activity, best execution, and trade implementation risks to senior management and clients.Required Qualifications, Capabilities And Skills6+ years of experience in trading, portfolio implementation, or investment operations, ideally within asset management.Strong understanding of equity, fixed income, and/or derivative market structures and liquidity dynamics.Ability to apply judgment in real-time trading scenariosProven track record of partnering with asset managers and traders on execution strategy.Excellent communication skills with ability to explain complex circumstances to both internal stakeholders and external clients.Proficiency in trading systems, OMS/EMS platforms, and advanced Excel; familiarity with transaction cost analysis (TCA).ABOUT USJPMorganChase, 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/VeteransAbout The TeamJ.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.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at JPMorganChase by 2xSign in to set job alerts for “Asset Management Specialist” roles.VP, Investment Operations | Boston | 5 days/week in-office | Strong Comp & BenefitsBoston, MA $150,000.00-$200,000.00 3 days agoVice President, Product Oversight and GovernanceVice President - Investment Management OperationsVice President, Tech Solutions - Business Software (Finance Systems)Boston, MA $220,000.00-$276,000.00 3 weeks agoQuincy, MA $110,000.00-$192,500.00 2 weeks agoQuincy, MA $115,000.00-$190,000.00 1 week agoAssociate Vice President & University Controller, Financial OperationsQuincy, MA $100,000.00-$160,000.00 2 hours agoQuincy, MA $115,000.00-$190,000.00 1 week agoQuincy, MA $115,000.00-$190,000.00 1 week agoVice President, Onboarding for Client OperationsVice President of Operations - Collegiate Hospitality, Northeast RegionBraintree, MA $200,000.00-$250,000.00 2 weeks agoAssistant Vice President of Residential ServicesBoston, MA $270,000.00-$340,000.00 2 weeks agoClient Implementation Team Manager, VP I - State Street Investment ManagementBoston, MA $110,000.00-$170,000.00 6 days agoRegistered Transfer Agency Operations for Alternatives, Senior Vice PresidentBoston, MA $225,000.00-$337,500.00 5 days agoVice President of Impact (Strategic Marketing, Engagement, and Access)Boston, MA $220,000.00-$250,000.00 2 weeks agoWoburn, MA $241,280.00-$270,000.00 1 week agoSenior Director / Vice President, Clinical DevelopmentVice President, Policy & Government RelationsBoston, MA $140,000.00-$160,000.00 2 months agoAssociate Director, Translational SciencesArea Vice President, Clinical Operations / RN - Home CareAssociate Vice President & University Controller, Financial OperationsWe’re unlocking community knowledge in a new way. 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Created: 2025-09-17