55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip’s tax-smart investment strategy engine to dramatically i…
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$135k–$285k/yr
Full-time
Health care coverage, Retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching
Posted 2h ago
~40 hrs/week
Responsibilities
Manage the trading team and lead daily trading processes, including pre-trade analysis and post-trade implementation. Develop process enhancements and oversight frameworks to optimize client outcomes while ensuring alignment with regulatory requirements.
Requirements
Requires 7+ years of experience in trading or portfolio implementation within an asset management environment. Must possess strong knowledge of market structures, liquidity dynamics, and proficiency in trading systems and OMS/EMS platforms.
Full job description
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients.
The Trading team manages the trading processes for 55ip across ETF/Mutual Fund model portfolios, unified managed accounts (UMAs), and SMAs. 55ip is a tax management-focused investment technology platform powering over $130B in assets and is part of J.P. Morgan Asset Management’s Customized Management Account Solutions business.
Job summary:
As Trading Lead - Vice President within the CMAS Trading and Portfolio Management team, you will be responsible for managing the Trading Team, while leading the enhancement of 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. You will act as a liaison between assets managers, traders, operations, and clients.
Job responsibilities:
Manage the Trading Team by leading and participating in the daily trading processes
Conduct scenario analysis, assess trade sizing and timing, market conditions, liquidity to optimize outcomes
Enhance framework to translate asset manager instructions into proposed, ensuring alignment with client guidelines, regulatory requirements, and asset manager intent
Partner with trading teams to assess block allocations, step-outs, and rotations
Monitor transaction costs, slippage, and market impact; assess strategies for enhancement where possible
Work 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 skills, qualifications and capabilities:
7+ years of experience in trading or portfolio implementation ideally with an asset manager
Management experience
Strong understanding of equity, fixed income, and/or derivative market structures and liquidity dynamics
Ability to apply judgment in real-time trading scenarios
Proven 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)
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 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/Veterans
J.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.
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.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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How much do Management & Leadership jobs in Boston, MA pay?
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