Job Information
JP Morgan Chase Asset Management - Client Service Contract Team - Contract Specialist in Columbus, Ohio
469310BR
Auto req ID:
469310BR
Company:
JP Morgan Chase
Job Code:
Contract Specialist
Job Description:
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers . If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. All positions are onsite, unless otherwise stated.
Job Description
Take charge of the contract management process for J.P. Morgan’s diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts.
As the Contract Specialist within JP Morgan’s Asset Management you are an accountable member of the US Intermediary Contract team with primary responsibility for the contract management process - approval, negotiations and administration for the J.P. Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF, Alternatives and Managed Account businesses. This includes responsibility for the approval process, administration, preparation, and negotiation of contracts, coordination of due diligence, and responsibility for processes and controls relating to the timely completion of contracts. These contracts play a critical role in enabling business growth and maintaining relationships with our Intermediary partners. This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines (US Funds, Institutional, Global Liquidity, Separately Managed Account businesses).
Job Responsibilities:
Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process
Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures
Partner with internal legal – running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process
Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately
Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds’ distribution partners
Work independently or in coordination with internal sales team to address client inquiries and respond to information requests
Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments
Position Title:
Asset Management - Client Service Contract Team - Contract Specialist
Job Category:
Contracts
Minimum Education Required:
Bachelors
Certificates/Security Clearances/Other:
Preferred Qualifications, Capabilities, and Skills:
- FINRA Series 6 or 7 strongly preferred
City*:
Columbus
Additional Qualifications/Responsibilities:
Required Qualifications, Capabilities, and Skills:
Bachelor’s degree required
Experience in asset management, compliance, or legal
Strong time, project management, and organizational skills in deadline-driven environments
Motivated self-starter focused on client service, able to work independently and as part of a team
Mindset for continuous process improvement, influencing change and collaboration across the organization
Solution-oriented, leading initiatives to enhance processes and drive results.
Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting
Preferred Qualifications, Capabilities, and Skills:
- FINRA Series 6 or 7 strongly preferred
State*:
Ohio
Salary Range:
Not Disclosed