Join a team within the Private Bank supporting fund distribution events for private equity and venture capital clients across North America. The team partners with Funds, Investors, Fund Bankers, and internal stakeholders to deliver a seamless client experience throughout the distribution lifecycle.
As a Fund Distribution Relationship Manager within the Private Bank, you will own end-to-end relationships and execution for distribution in-kind events primarily involving Private Equity and Venture Capital clients across North America. In this role, you will lead initial kickoffs with Funds to align on process, requirements, and timelines; oversee collection and resolution of LP settlement instructions; coordinate internal due diligence engagement; and provide clear, consistent status updates to Fund Bankers and Investors through completion.
Job Responsibilities:
Own the relationship with the Fund, LPs, Fund Bankers, and Investors for distribution events.
Lead the initial kickoff with the Fund to align on process, requirements, dependencies, and timelines.
Collect LP settlement instructions; validate completeness and accuracy and resolve breaks or discrepancies as needed.
Engage Investment Product Specialists to complete due diligence review requirements and lead follow-ups to closure.
Partner closely with the Distributions Servicing Team to ensure timely and accurate execution.
Provide status updates and respond to inquiries from Fund Bankers and Investors in a timely and professional manner.
Complete required callbacks and verification steps in accordance with established processes and controls.
Track milestones, risks, and open items; elevate issues as appropriate to support timely execution.
Partner with internal stakeholders to continuously improve process execution, transparency, and the client and investor experience.
Maintain communication across all parties to ensure alignment throughout the distribution lifecycle.
Required Qualifications, Capabilities, and Skills
Demonstrate 6 years of relevant experience in relationship management, client service, fund operations, custody and settlement, or financial services.
Apply strong analytical, organizational, and communication skills to manage multiple parallel deliverables under tight timelines.
Resolve issues efficiently while exercising sound judgment and partnering effectively with external counterparties.
Maintain a high level of attention to detail and a strong control mindset, particularly regarding settlement instructions, callbacks, and due diligence requirements.
Integrate AI-driven solutions into daily workflows.
Utilize Microsoft Office applications.
Hold a Bachelor's degree.
Preferred Qualifications, Capabilities, and Skills
Demonstrate experience supporting alternative investment clients.
Apply knowledge of private equity and venture capital distribution events.
Build effective relationships with Funds, Investors, and internal stakeholders.
Navigate complex servicing and operational processes.
Support continuous process improvement initiatives.
Manage competing priorities in a fast-paced environment.
Hold industry licensing.
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. Promote fund distribution for private equity and venture clients, partnering with stakeholders to deliver a seamless client experience.
