TA Retrocession Vice President

JPMorgan Chase Bank, N.A. - Senningerberg
The key responsibilities of the role include:
  • Produce monthly & quarterly trailer fee reporting for clients
  • Review and set-up the trailer fee terms in the system/database
  • Become an active member of the team by improving controls & efficiency of daily processes
  • Escalation of any irregularities or high risk items
  • Monitoring of transaction processing work queues and resolution of complex or exceptional handling requirements
  • Ability to embrace change and to strive for continuous process improvement in order to achieve greater efficiencies and to improve the effectiveness of services and systems
  • High awareness of operational risk, critical timelines and of the complex nature of the Transfer Agency environment with an ability to work under pressure and to meet tight deadlines
  • Working in partnership with key stakeholders within the Transfer Agency, CIB and our clients in order to keep abreast of changes to client servicing requirements and/or regulatory or policy driven changes
  • Implementation of appropriate operational policies and procedures and ensuring same are kept up to date within the team
  • Provide good judgement, value-added service and have sense of priorities.
  • Providing regular business updates to management.
  • Manage all training requirements
  • Demonstration of the leadership qualities to drive the change and ensure the sustainability of the business
  • Ability to work with high focus on governance and controls and ensuring the compliance of the same.


The successful candidate will:

  • Excellent partnership and team management skills, with ability to work closely with various teams, business and other functional stakeholders.
  • Demonstration of the leadership qualities to drive the change and ensure the sustainability of the business
  • Organized proactive and communicative with an ability to take initiative and assume responsibility.
  • Open-minded and capable of building productive working relationships.
  • Be a graduate with Transfer Agency experience in a similar position and possess in depth product and industry knowledge including strong expertise in the fund distribution remuneration area and its regulatory environment.
  • Strong leadership skills to work across all levels of the organisation and bringing teams together to achieve results.
  • Be able to work independently and proactively as well as being a team player
  • Have the ability to work and make decisions under pressure and capable of thriving on new challenges
  • Have the ability to learn concepts and procedures quickly
  • Possess excellent organisational and time management skills
  • Be detail and control orientated with strong problem solving abilities
  • Have excellent inter-personal and communication skills, building solid partnership with internal stakeholders and with clients
  • Be client focused ensuring all Client Service Level Agreements are adhered to with a strong appreciation of risk and control
  • Have fluency in written and spoken English, with other languages is an advantage
  • Be highly computer literate and proficient in Microsoft Office products (Outlook, Excel, Word, PowerPoint, Project & Visio).
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Attention - In the recruitment process, legitimate companies never withdraw fees from candidates. If there are companies that attract interview fees, tests, ticket reservations, etc. it is better to avoid it because there are indications of fraud. If you see something suspicious please contact us: [email protected]