Customer Success Manager, Vice President - Fusion Performance & Risk Analytics

Location: Boston, MA, United States

Job Family: Customer Success

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client-centric solutions. As a Customer Success Manager, Vice President in our Fusion Performance & Risk Analytics team, you will play a pivotal role in driving investment success for our institutional and high-net-worth clients worldwide. Based in our Boston, MA office, this position within the Customer Success category involves leveraging cutting-edge analytics to provide deep insights into portfolio performance and risk, while fostering long-term relationships that position JP Morgan Chase as the trusted partner in asset management. You will work closely with clients across various sectors, utilizing our proprietary Fusion platform to deliver actionable intelligence that informs strategic investment decisions in a dynamic global market. Your day-to-day responsibilities will include acting as the dedicated advisor for a portfolio of key clients, conducting in-depth analyses of performance metrics and risk exposures, and collaborating with our expert teams to customize solutions that align with each client's unique objectives. Whether it's attributing returns to specific factors, modeling scenario-based risks, or integrating ESG considerations into analytics, you will ensure that our clients gain a competitive edge through precise, data-driven insights. This role demands a blend of technical acumen and interpersonal finesse, as you present complex financial concepts in clear, compelling ways during client meetings, webinars, and strategy sessions. Additionally, you will contribute to product enhancements by gathering client feedback, helping to evolve the Fusion suite into an even more powerful tool for the financial services industry. Joining JP Morgan Chase means becoming part of a collaborative culture that values integrity, innovation, and excellence. We offer robust professional growth opportunities, including exposure to senior leadership and international projects, to help you advance your career in financial analytics. If you are passionate about empowering clients to navigate market complexities and thrive in a high-impact environment, this Vice President role provides the platform to make a meaningful difference while benefiting from our comprehensive rewards and supportive work-life balance initiatives.

Key Responsibilities

• Serve as the primary point of contact for key clients, ensuring high levels of satisfaction and retention through proactive relationship management
• Deliver customized performance and risk analytics insights using JP Morgan Chase's Fusion platform to drive client investment decisions
• Collaborate with internal teams, including portfolio managers and data scientists, to develop tailored analytics solutions for global clients
• Conduct regular client meetings, presentations, and workshops to demonstrate the value of performance attribution and risk modeling tools
• Monitor client portfolios for performance trends and risks, providing actionable recommendations to enhance outcomes
• Identify opportunities for upselling additional JP Morgan Chase services, such as advanced analytics or advisory solutions
• Ensure compliance with industry regulations and internal policies in all client interactions and analytics delivery
• Contribute to the continuous improvement of the Fusion Performance & Risk Analytics suite based on client feedback
• Analyze market trends and competitive landscapes to position JP Morgan Chase as a leader in investment analytics
• Mentor junior team members and foster a culture of excellence in client success within the Boston office

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field; Master's degree or MBA preferred
• Minimum of 7-10 years of experience in performance and risk analytics within the financial services industry, with a focus on investment management
• Proven track record in client-facing roles, managing relationships with institutional investors or high-net-worth clients
• Strong understanding of investment performance measurement, risk analytics, and regulatory standards such as GIPS (Global Investment Performance Standards)
• Experience with analytics platforms and tools used in asset management, including performance attribution and portfolio risk modeling
• Ability to travel internationally as needed to support global client relationships
• Series 7 and/or Series 65 license or equivalent certifications in financial analysis

Preferred Qualifications

• CFA (Chartered Financial Analyst) designation or progress toward completion
• Experience working with JP Morgan Chase's Fusion platform or similar integrated analytics solutions
• Background in quantitative analysis or data science applied to financial risk management
• International experience in European or Asian markets for global client engagement
• Prior leadership experience managing a team of analysts or client success specialists

Required Skills

• Expertise in financial modeling and quantitative analysis for investment performance
• Proficiency in risk management tools such as VaR (Value at Risk) and stress testing
• Strong client relationship management and communication skills
• Analytical mindset with experience in data visualization tools like Tableau or Power BI
• Knowledge of SQL and Python for querying financial datasets
• Understanding of asset classes including equities, fixed income, and alternatives
• Project management abilities to handle multiple client engagements
• Interpersonal skills for building trust with C-suite executives and institutional clients
• Problem-solving expertise in complex financial scenarios
• Familiarity with regulatory frameworks like Dodd-Frank and MiFID II
• Technical proficiency in JP Morgan's proprietary analytics platforms
• Adaptability to fast-paced, global financial environments
• Presentation skills for delivering insights to diverse audiences
• Team collaboration in cross-functional settings
• Attention to detail in ensuring accuracy of performance reports

Benefits

• Competitive base salary and performance-based bonus structure aligned with JP Morgan Chase's total rewards philosophy
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Paid time off including vacation, sick days, and parental leave policies
• Professional development opportunities, including tuition reimbursement and access to internal training programs like the CFA sponsorship
• Wellness programs featuring gym memberships, mental health support, and employee assistance services
• Flexible work arrangements, including hybrid options for the Boston location
• Stock purchase plan allowing employees to buy JP Morgan Chase shares at a discount

JP Morgan Chase is an equal opportunity employer.