Trade Lifecycle Manager II

• Lead project delivery for reconciliation utility initiatives across Cash and Securities, including onboarding, platform/process enhancements, control improvements, and remediation of reconciliation breaks and aged items.
• Own project governance: define scope, objectives, milestones, RAID (Risks/Assumptions/Issues/Dependencies), resourcing plans, and delivery cadence; ensure traceable documentation and approvals.
• Drive onboarding execution for new business, products, accounts, or market expansions, ensuring reconciliation setup, data lineage, static data readiness, and operational handoffs are completed to agreed timelines.
• Partner with Technology and Operations to deliver automation and workflow improvements (e.g., break prevention, exception management, standardization, and improved data quality).
• Establish and improve controls aligned to operational risk requirements, including evidence capture, KPI/KRI definition, monitoring, and audit/regulatory readiness for reconciliation processes.
• Manage stakeholder alignment across Operations, Finance, Technology, Product, Controls, and upstream/downstream teams to resolve blockers, manage scope changes, and ensure timely delivery.
• Build meaningful MI (management information) for senior forums—status, delivery health, key risks, benefits realization, and reconciliation performance metrics.
• Support change management: training plans, SOP updates, communications, hypercare, and transition to BAU ownership, ensuring sustainable outcomes.

• Minimum 7 years of experience in project/program management and/or change delivery within Reconciliations, Middle Office, Custody, Fund Services, Securities Operations, or Cash Operations.
• Strong working knowledge of Cash and Securities reconciliation concepts (positions, transactions, cash breaks, fails, aging, tolerance rules, exception workflows, substantiation, and sign-off).
• Proven ability to manage multi-workstream delivery with tight timelines, complex dependencies, and multiple stakeholders; strong command of RAID management and governance routines.
• Demonstrated experience driving process improvement and automation (e.g., standardization, STP improvements, data quality remediation, control rationalization).
• Strong understanding of operational risk and controls in an operations environment (e.g., audit readiness, issue management, evidence standards, and control design effectiveness).
• Excellent communication skills (written and verbal), with the ability to influence across levels and drive decisions in a matrixed organization.
• Strong analytical skills, attention to detail, and the ability to translate reconciliation problems into structured requirements and delivery plans.

• Experience delivering reconciliation change across Custody, Prime Brokerage, Hedge Funds, Mutual Funds, or Fund Accounting/Administration environments.
• Exposure to reconciliation tooling and operating models (e.g., centralized reconciliation utilities, exception management platforms, workflow tools, data lineage initiatives).
• Knowledge of securities products and lifecycle impacts on recon (e.g., equities, fixed income, FX, derivatives, corporate actions, funding, and settlement flows).
• Demonstrated ability to lead delivery via influence across global teams and to proactively escalate and resolve cross-team risks and issues.

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.