At a Glance
- Tasks: Lead client onboarding for JP Morgan's Investment Middle Office, ensuring smooth transitions and effective communication.
- Company: Join JP Morgan, a global leader in financial services, based in vibrant Edinburgh.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Collaborate with global teams and enjoy a diverse, high-performing culture.
- Why this job: Make a real impact by leading innovative onboarding processes in a dynamic environment.
- Qualifications: Experience in client onboarding, custody services, and strong communication skills required.
The predicted salary is between 60000 - 75000 € per year.
We are seeking a Middle Office Client Onboarding Lead to join JP Morgan in Edinburgh on an initial 12 months contract to cover a maternity leave. Ideally you will have previous third-party client onboarding experience within middle office. We will consider also candidates with experience of custody services, reconciliations, trade support etc. Training of some systems like SWIFT messaging, Monday.com etc will be provided where required.
Role Summary
We're looking for a senior, client-facing leader to oversee third‑party onboarding across EMEA onto JP Morgan's strategic Investment Middle Office (IMOS) platform. You will be the daily point of reference for clients and third parties, translating current‑state models into a target‑state on the IMOS strategic platform, providing crisp updates in daily forums, and serving as an SME across connectivity, messaging, and middle‑office processes.
Key Responsibilities
- Client leadership and point‑of‑contact: Own day‑to‑day onboarding for custodians, transfer agents, fund accountants, brokers, counterparties, and collateral managers; clarify scope, sequencing, timelines, and acceptance criteria to reach the IMOS target state.
- End‑to‑end execution: Drive intake, due diligence, connectivity setup, messaging certification, testing, go‑live readiness, cutover, and stabilization on the IMOS strategic infrastructure with clear backout plans and evidence capture.
- Cross‑functional orchestration: Partner with Product, Operations, Reference Data, Testing, and Technology to define scope, the future third‑party model, and executable onboarding plans; ensure downstream readiness across trade lifecycle, cash, and corporate actions.
- Connectivity, messaging, and testing: Lead design and certification of SWIFT and SFTP connectivity, solve non‑market standards and bespoke formats, and manage UAT planning, execution, and defect triage with clear entry/exit criteria.
- Governance, reporting, and controls: Maintain dashboards and metrics to demonstrate progress and quality; report risks, issues, and decisions in daily programme updates; continually enhance processes and controls throughout migration.
- On/offshore leadership: Lead and coach an India‑based pod with SLAs and quality standards; foster a diverse, high‑performing, learning‑focused culture across locations.
Required Skills
- Domain/technical: Strong grasp of the trade lifecycle, cash management, and corporate actions across products; demonstrable experience working within custody (processes, controls, and service models); subject‑matter expertise in third‑party SWIFT messaging and connectivity problem‑solving; familiarity with common data formats used in custody and fund operations.
- Delivery/stakeholders: Demonstrated success engaging clients and third parties and partnering across functions through planning, onboarding, and migration; excellent communication and relationship‑building; self‑starter operating across time zones.
- Tools/analytics: Advanced Excel and PowerPoint for MI and executive‑ready reporting; Alteryx/Tableau experience is a strong plus for onboarding dashboards and metrics.
Impact and Success Measures
- Right‑first‑time connectivity/messaging certification; reduced go‑live issues and stable post‑migration operations with robust evidence and controls.
- Clear, data‑driven reporting that surfaces risks and decisions promptly and shows progress against plans and SLAs; positive client/third‑party feedback on collaboration and issue resolution.
Please note this role is an Edinburgh‑based role with regular client/third‑party interaction; daily engagement with global stakeholders and India offshore team; flexibility for time‑zone overlaps may be required.
What's Next
If you are ready to take the next step, apply now. Successful applicants will be contacted directly by a recruiter to discuss the role more. We welcome applications from all candidates and are committed to providing equal opportunities.
Middle Office Client Onboarding Lead employer: J.P. Morgan
At JP Morgan in Edinburgh, we pride ourselves on being an exceptional employer that fosters a collaborative and inclusive work culture. As a Middle Office Client Onboarding Lead, you will benefit from comprehensive training, opportunities for professional growth, and the chance to work with a diverse team of experts in a dynamic environment. Our commitment to employee development and well-being, combined with our strategic location, makes us an attractive choice for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Middle Office Client Onboarding Lead
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who have experience with client onboarding or middle office roles. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of SWIFT messaging and custody services. We want you to feel confident discussing these topics, as they’re crucial for the role. Practice common interview questions and think about how your past experiences relate to the job.
✨Tip Number 3
Showcase your leadership skills! Be ready to share examples of how you've successfully led teams or projects in the past. Highlight your ability to manage cross-functional collaboration, as this is key for the Middle Office Client Onboarding Lead position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Middle Office Client Onboarding Lead
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Middle Office Client Onboarding Lead role. Highlight your previous third-party client onboarding experience and any relevant skills in custody services or reconciliations. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that demonstrate your client leadership and cross-functional orchestration skills. Let us know how you can contribute to our team!
Showcase Your Communication Skills:Since this role involves daily client interaction, it's crucial to showcase your communication skills. Use clear and concise language in your application, and don't hesitate to provide examples of how you've successfully engaged clients and third parties in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. This way, we can easily track your application and get back to you faster. Plus, it shows you're keen on joining our team at JP Morgan!
How to prepare for a job interview at J.P. Morgan
✨Know Your Stuff
Make sure you brush up on your knowledge of the trade lifecycle, cash management, and corporate actions. Familiarise yourself with third-party SWIFT messaging and connectivity issues, as these are crucial for the role. Being able to speak confidently about these topics will show that you're the right fit.
✨Showcase Your Leadership Skills
As a Middle Office Client Onboarding Lead, you'll need to demonstrate your ability to lead and coach teams. Prepare examples of how you've successfully managed cross-functional teams or projects in the past. Highlight your experience in engaging clients and third parties, as this will be key in your new role.
✨Prepare for Scenario Questions
Expect questions that ask you to solve hypothetical problems related to onboarding processes or client interactions. Think through potential scenarios you might face and how you would handle them. This will help you showcase your problem-solving skills and your ability to think on your feet.
✨Be Ready to Discuss Tools and Analytics
Since advanced Excel and PowerPoint skills are essential, be prepared to discuss how you've used these tools in previous roles. If you have experience with Alteryx or Tableau, make sure to mention it. Showing that you can create insightful dashboards and reports will set you apart from other candidates.
