6,411 Jp Morgan jobs in the United States

JP Morgan Wealth Management - Client Onboarding Product & Experience - Associate

10176 New York, New York JPMorgan Chase

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Job Description

The **JPM WM Client Onboarding & Account Opening** team builds scalable and integrated Client and Advisor facing experiences that make it seamless to establish new investment accounts with J.P. Morgan Wealth Management. Across web, mobile and internal platforms, for both self-directed and advisor-driven relationships, the AO team delivers solutions that are delightful to use and impactful for the business, while still meeting the requirements of controls, ops, and other stakeholders. This is an in-demand team supporting a complex product, responsible for making the first impression for the firm of what clients can expect in their wealth management experience.
As a **Client Onboarding Product Manager** as part of the **JPM Wealth Management Product & Experience** organization, you will build and lead mission-critical processes, developing data-backed approaches, and designing solutions and shaping product direction. In this role you will be part of the organization leading JP Morgan's digital advisor transformation in the fast-paced digital landscape of financial services. Our Product teams provide critical insights to shape product direction, ensure cross-functional alignment of goals and execution, and help teams drive strategic partnerships and new initiatives. We are a dynamic and entrepreneurial team, we collaborate, we encourage bold ideas, we deliver world class experience for our customers.
The candidate should be a strategic thinker, and outstanding relationship builder, execution-oriented, change agent and craves the opportunity to build out new products while also reinvigorating and re-examining established products. You see the big picture and what needs to be done, but more importantly why it is important and how it all fits together. You are a strategic thinker, an outstanding relationship builder, execution-oriented, and a change agent. As a self-driven, multi-tasker with excellent communication skills, you understand and frame issues to make decisions, simplify complex problems, and remove obstacles. You drive seamless and near flawless program execution to meet the needs of a fast-paced organization. Our ideal candidate is can collaboratively build on, and evolve our future of work strategy with a passion and proven acumen for strategy, experience design, process excellence and change management.
**Job Responsibilities:**
+ Work directly with a broad group of partners to ensure that the account opening experience feels connected to what comes before and after.
+ Utilize strong critical thinking skills and aptitude to become expert in understanding the needs of clients and advisors and defining best-in-class digital experiences to address these needs.
+ Lead requirement-elicitation meetings with appropriate teams to understand the context of critical stakeholder needs, pain points and business impact
+ Engage with Tech Architect to determine architectural impact to Platform and identification of potential impact to other Platforms
+ Participate in preparation tasks for prioritization through Agile planning methods and work with Product Owner to make recommendations into final prioritization decisions
+ Lead release coordination and planning
+ Proactively analyze data and leverage data-driven experimentation and measurement frameworks to ensure that key results are on-track
+ Generate ideas for continuous improvement and process improvements to promote productivity, efficiency, and increased collaboration across multiple scrum teams
**Required qualifications, capabilities, and skills:**
+ A minimum of 2 years of product management or business analyst experience with a strong analytical background
+ Understand the details of complicated subject matter (technical system architecture, industry regulatory requirements) and communicate the important details to partners
+ Experience working closely with user experience designers and software engineers
+ Experience with Adobe Analytics
+ Strong partnership record and ability to build effective business relationships required to leverage parts of the organization when needed
**Preferred qualifications, capabilities, and skills:**
+ Project management experience a plus
**To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).**
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
New York,NY $99,750.00 - $150,000.00 / year
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JP Morgan Wealth Management - Client Onboarding Product & Experience - Associate

10001 New York, New York JPMorgan Chase Bank, N.A.

Posted 1 day ago

Job Viewed

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Job Description

Permanent
The JPM WM Client Onboarding & Account Opening team builds scalable and integrated Client and Advisor facing experiences that make it seamless to establish new investment accounts with J.P. Morgan Wealth Management. Across web, mobile and internal platforms, for both self-directed and advisor-driven relationships, the AO team delivers solutions that are delightful to use and impactful for the business, while still meeting the requirements of controls, ops, and other stakeholders. This is an in-demand team supporting a complex product, responsible for making the first impression for the firm of what clients can expect in their wealth management experience.

As a Client Onboarding Product Manager as part of the JPM Wealth Management Product & Experience organization, you will build and lead mission-critical processes, developing data-backed approaches, and designing solutions and shaping product direction. In this role you will be part of the organization leading JP Morgan's digital advisor transformation in the fast-paced digital landscape of financial services. Our Product teams provide critical insights to shape product direction, ensure cross-functional alignment of goals and execution, and help teams drive strategic partnerships and new initiatives. We are a dynamic and entrepreneurial team, we collaborate, we encourage bold ideas, we deliver world class experience for our customers.

The candidate should be a strategic thinker, and outstanding relationship builder, execution-oriented, change agent and craves the opportunity to build out new products while also reinvigorating and re-examining established products. You see the big picture and what needs to be done, but more importantly why it is important and how it all fits together. You are a strategic thinker, an outstanding relationship builder, execution-oriented, and a change agent. As a self-driven, multi-tasker with excellent communication skills, you understand and frame issues to make decisions, simplify complex problems, and remove obstacles. You drive seamless and near flawless program execution to meet the needs of a fast-paced organization. Our ideal candidate is can collaboratively build on, and evolve our future of work strategy with a passion and proven acumen for strategy, experience design, process excellence and change management.

Job Responsibilities:

  • Work directly with a broad group of partners to ensure that the account opening experience feels connected to what comes before and after.
  • Utilize strong critical thinking skills and aptitude to become expert in understanding the needs of clients and advisors and defining best-in-class digital experiences to address these needs.
  • Lead requirement-elicitation meetings with appropriate teams to understand the context of critical stakeholder needs, pain points and business impact
  • Engage with Tech Architect to determine architectural impact to Platform and identification of potential impact to other Platforms
  • Participate in preparation tasks for prioritization through Agile planning methods and work with Product Owner to make recommendations into final prioritization decisions
  • Lead release coordination and planning
  • Proactively analyze data and leverage data-driven experimentation and measurement frameworks to ensure that key results are on-track
  • Generate ideas for continuous improvement and process improvements to promote productivity, efficiency, and increased collaboration across multiple scrum teams

Required qualifications, capabilities, and skills:
  • A minimum of 2 years of product management or business analyst experience with a strong analytical background
  • Understand the details of complicated subject matter (technical system architecture, industry regulatory requirements) and communicate the important details to partners
  • Experience working closely with user experience designers and software engineers
  • Experience with Adobe Analytics
  • Strong partnership record and ability to build effective business relationships required to leverage parts of the organization when needed

Preferred qualifications, capabilities, and skills:

  • Project management experience a plus

To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York,NY $99,750.00 - $150,000.00 / year

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IT Asset Management Analyst - Software Asset Management

11210 Brooklyn, New York Next Generation

Posted 27 days ago

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Job Description

Job Title: IT Asset Analyst - Software Asset Management

Job Description:

Next Generation Inc. (NGI) is seeking a highly detail-oriented IT Asset Analyst for our client head-quartered in New York City. This is a key role responsible for overseeing the full lifecycle of software assets, ensuring compliance, and identifying cost-saving opportunities through effective software asset management (SAM) practices.

Note: Consultant will be required to work onsite for the first 3 months of the engagement. Upon successful demonstration of performance and reliability, the consultant will transition to a hybrid remote schedule (4 days onsite / 1 day remote).

Job Responsibilities:
• Maintain an accurate and up-to-date inventory of all software assets including licenses, versions, entitlements, and usage data.
• Ensure all software usage aligns with vendor licensing agreements and regulatory requirements.
• Support procurement efforts by assisting in the acquisition and renewal of software licenses, including negotiation with vendors for favorable terms.
• Analyze usage data to identify underutilized assets and make recommendations for optimization and cost reduction.
• Reporting: Develop and distribute regular reports on software asset utilization, compliance status, and inventory to stakeholders.
• Audit Support: Coordinate and support both internal and external audits related to software licensing and compliance.
• Process Improvement: Create, document, and continuously improve SAM processes and best practices.
• Collaboration: Partner with IT, procurement, legal, and other relevant departments to align asset management activities across the organization.

Job Qualifications:
• 3+ years of experience in software asset management or IT asset management roles.
• Strong understanding of software licensing models, contract terms, and vendor agreements.
• Proficient in software asset management tools and tracking technologies.
• Excellent analytical, reporting, and problem-solving skills.
• Strong interpersonal and communication skills to collaborate across departments.
• High attention to detail and organizational skills.
• Ability to work independently and collaboratively in a fast-paced environment.

Preferred Skills:
• Experience with enterprise-level asset management tools (e.g., ServiceNow, Flexera, Snow).
• Prior experience in a public sector or transportation agency environment is a plus.
• Familiarity with regulatory compliance standards related to software usage.

Job Benefits:
• Competitive Consultant hourly rate range based on experience and education of approximately $65 to $70 an hour
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IT Asset Management Analyst - Software Asset Management

11210 Brooklyn, New York Next Generation

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Title: IT Asset Analyst - Software Asset Management

Job Description:

Next Generation Inc. (NGI) is seeking a highly detail-oriented IT Asset Analyst for our client head-quartered in New York City. This is a key role responsible for overseeing the full lifecycle of software assets, ensuring compliance, and identifying cost-saving opportunities through effective software asset management (SAM) practices.

Note: Consultant will be required to work onsite for the first 3 months of the engagement. Upon successful demonstration of performance and reliability, the consultant will transition to a hybrid remote schedule (4 days onsite / 1 day remote).

Job Responsibilities:
•Maintain an accurate and up-to-date inventory of all software assets including licenses, versions, entitlements, and usage data.
•Ensure all software usage aligns with vendor licensing agreements and regulatory requirements.
•Support procurement efforts by assisting in the acquisition and renewal of software licenses, including negotiation with vendors for favorable terms.
•Analyze usage data to identify underutilized assets and make recommendations for optimization and cost reduction.
•Reporting: Develop and distribute regular reports on software asset utilization, compliance status, and inventory to stakeholders.
•Audit Support: Coordinate and support both internal and external audits related to software licensing and compliance.
•Process Improvement: Create, document, and continuously improve SAM processes and best practices.
•Collaboration: Partner with IT, procurement, legal, and other relevant departments to align asset management activities across the organization.

Job Qualifications:
•3+ years of experience in software asset management or IT asset management roles.
•Strong understanding of software licensing models, contract terms, and vendor agreements.
•Proficient in software asset management tools and tracking technologies.
•Excellent analytical, reporting, and problem-solving skills.
•Strong interpersonal and communication skills to collaborate across departments.
•High attention to detail and organizational skills.
•Ability to work independently and collaboratively in a fast-paced environment.

Preferred Skills:
•Experience with enterprise-level asset management tools (e.g., ServiceNow, Flexera, Snow).
•Prior experience in a public sector or transportation agency environment is a plus.
•Familiarity with regulatory compliance standards related to software usage.

Job Benefits:
•Competitive Consultant hourly rate range based on experience and education of approximately $65 to $70 an hour
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Library - Asset Management

37247 Nashville, Tennessee Belmont University

Posted 1 day ago

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Job Description

To assist with the daily operations of the Collection Management unit. Stamping and affixing labels to new items. Receiving and shelving periodicals, microfiche and microfilm. Tracking periodicals usage. Checking order requests for duplicate records Management, Library, Education

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Consultant (Asset management)

10261 New York, New York RIT Solutions

Posted 1 day ago

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Job Description

Consultant Opportunity In Compliance Systems And Processes

We are seeking a consultant with domain experience in compliance systems and processes, including code of ethics, financial crimes/KYC, regulatory reporting, and control room, in the asset management space, with alternatives preferred but not required. We would like to start with a senior consultant; however, there is potential to add more consultants eventually based on the compliance technology roadmap.

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VP, Asset Management

32395 Tallahassee, Florida SitusAMC

Posted today

Job Viewed

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Job Description

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
Pelium Real Estate Asset Management, LLC ("Pelium") is a leading asset management platform fully dedicated to supporting Apollo's commercial real estate financing business in the United States.
This role is responsible for the overall management of a client's portfolio once acquired acting as a primary point of contact for all portfolio management, servicing oversight, servicing transfer, and asset strategy deployed by the company on behalf of a client. This position will oversee multiple servicers, trusts, and strategic portfolio initiatives simultaneously on behalf of a client across all asset classes. This may include but is not limited to coordinating servicing transfer, operational review, remittance reconciliation, data reconciliation, rendering workout decisions, identifying servicing performance irregularities or exceptions, and driving enhanced performance by a client's servicer. This role coordinates with the company's diligence and collateral services teams to define asset level strategies and curative effort post settlement recognizing the results of loan-level due diligence performed. This may include quantitative and qualitative analysis, reviews of loan documentation and reporting, and assessing compliance with GSE and regulatory guidelines.
This role is also responsible for meeting client objectives established. Development of portfolio campaign strategies, customized reporting, and project management functions are a core expectation of the Lead. Overall quality and performance of the Asset Management Team is also the responsibility of this position.
This role plays an integral role in supporting the management and value within a client's portfolio. Regular client collaboration, servicer engagement, and reporting of portfolio performance is expected in conjunction with the other Asset Manager(s) assigned to a client under this role's leadership is expected.
Position requires in office 3 days per week.
Essential Job Functions:
+ Maintain visibility into the status of every deal by ensuring the reviews are performed appropriately in the system.
+ Ability to work with Excel performing VLOOKUP, pivot, and other functions to understand and reconcile data
+ Raise potential issues (performance, timeline, etc.) to management attention (VP, SVP, etc.)
+ Verify, where appropriate, that critical exceptions are correctly applied.
+ Identify performance trends and potential enhancements so that such items can be analyzed and potential incorporated into servicer process or internal system changes (Servicing workflow enhancements, QC workflow enhancements, exceptions, processes, etc.)
+ Such other activities as may be assigned by your manager
Job Description:
Qualifications/ Requirements:
+ College degree / training in finance / mortgage banking preferred or equivalent combination of education and experience
+ Minimum of 8+ years of industry and/or relevant experience, typically with 2+ years in an AVP level role or external equivalent
+ Mortgage / secondary market experience or equivalent combination of education and experience preferred
+ Commercial real estate asset management experience is required
+ Demonstrated ability to work well with staff clients if needed
+ Strong Excel skills
+ Team oriented
+ Ability to multitask
+ Excellent PC skills and possess high level of proficiency in Microsoft products
+ Strong communication (written and oral) skills
+ Strong analytical ability, good judgment, strategic and multidimensional thinker
+ Detail oriented and organized
+ Demonstrate professional behavior and teamwork, punctual, dependable.
#LI-MS1 #LI-Remote
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$125,000.00 - $175,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (
View Now
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VP, Asset Management

50381 Des Moines, Iowa SitusAMC

Posted today

Job Viewed

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Job Description

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
Pelium Real Estate Asset Management, LLC ("Pelium") is a leading asset management platform fully dedicated to supporting Apollo's commercial real estate financing business in the United States.
This role is responsible for the overall management of a client's portfolio once acquired acting as a primary point of contact for all portfolio management, servicing oversight, servicing transfer, and asset strategy deployed by the company on behalf of a client. This position will oversee multiple servicers, trusts, and strategic portfolio initiatives simultaneously on behalf of a client across all asset classes. This may include but is not limited to coordinating servicing transfer, operational review, remittance reconciliation, data reconciliation, rendering workout decisions, identifying servicing performance irregularities or exceptions, and driving enhanced performance by a client's servicer. This role coordinates with the company's diligence and collateral services teams to define asset level strategies and curative effort post settlement recognizing the results of loan-level due diligence performed. This may include quantitative and qualitative analysis, reviews of loan documentation and reporting, and assessing compliance with GSE and regulatory guidelines.
This role is also responsible for meeting client objectives established. Development of portfolio campaign strategies, customized reporting, and project management functions are a core expectation of the Lead. Overall quality and performance of the Asset Management Team is also the responsibility of this position.
This role plays an integral role in supporting the management and value within a client's portfolio. Regular client collaboration, servicer engagement, and reporting of portfolio performance is expected in conjunction with the other Asset Manager(s) assigned to a client under this role's leadership is expected.
Position requires in office 3 days per week.
Essential Job Functions:
+ Maintain visibility into the status of every deal by ensuring the reviews are performed appropriately in the system.
+ Ability to work with Excel performing VLOOKUP, pivot, and other functions to understand and reconcile data
+ Raise potential issues (performance, timeline, etc.) to management attention (VP, SVP, etc.)
+ Verify, where appropriate, that critical exceptions are correctly applied.
+ Identify performance trends and potential enhancements so that such items can be analyzed and potential incorporated into servicer process or internal system changes (Servicing workflow enhancements, QC workflow enhancements, exceptions, processes, etc.)
+ Such other activities as may be assigned by your manager
Job Description:
Qualifications/ Requirements:
+ College degree / training in finance / mortgage banking preferred or equivalent combination of education and experience
+ Minimum of 8+ years of industry and/or relevant experience, typically with 2+ years in an AVP level role or external equivalent
+ Mortgage / secondary market experience or equivalent combination of education and experience preferred
+ Commercial real estate asset management experience is required
+ Demonstrated ability to work well with staff clients if needed
+ Strong Excel skills
+ Team oriented
+ Ability to multitask
+ Excellent PC skills and possess high level of proficiency in Microsoft products
+ Strong communication (written and oral) skills
+ Strong analytical ability, good judgment, strategic and multidimensional thinker
+ Detail oriented and organized
+ Demonstrate professional behavior and teamwork, punctual, dependable.
#LI-MS1 #LI-Remote
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$125,000.00 - $175,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (
View Now

VP, Asset Management

85067 Phoenix, Arizona SitusAMC

Posted today

Job Viewed

Tap Again To Close

Job Description

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
Pelium Real Estate Asset Management, LLC ("Pelium") is a leading asset management platform fully dedicated to supporting Apollo's commercial real estate financing business in the United States.
This role is responsible for the overall management of a client's portfolio once acquired acting as a primary point of contact for all portfolio management, servicing oversight, servicing transfer, and asset strategy deployed by the company on behalf of a client. This position will oversee multiple servicers, trusts, and strategic portfolio initiatives simultaneously on behalf of a client across all asset classes. This may include but is not limited to coordinating servicing transfer, operational review, remittance reconciliation, data reconciliation, rendering workout decisions, identifying servicing performance irregularities or exceptions, and driving enhanced performance by a client's servicer. This role coordinates with the company's diligence and collateral services teams to define asset level strategies and curative effort post settlement recognizing the results of loan-level due diligence performed. This may include quantitative and qualitative analysis, reviews of loan documentation and reporting, and assessing compliance with GSE and regulatory guidelines.
This role is also responsible for meeting client objectives established. Development of portfolio campaign strategies, customized reporting, and project management functions are a core expectation of the Lead. Overall quality and performance of the Asset Management Team is also the responsibility of this position.
This role plays an integral role in supporting the management and value within a client's portfolio. Regular client collaboration, servicer engagement, and reporting of portfolio performance is expected in conjunction with the other Asset Manager(s) assigned to a client under this role's leadership is expected.
Position requires in office 3 days per week.
Essential Job Functions:
+ Maintain visibility into the status of every deal by ensuring the reviews are performed appropriately in the system.
+ Ability to work with Excel performing VLOOKUP, pivot, and other functions to understand and reconcile data
+ Raise potential issues (performance, timeline, etc.) to management attention (VP, SVP, etc.)
+ Verify, where appropriate, that critical exceptions are correctly applied.
+ Identify performance trends and potential enhancements so that such items can be analyzed and potential incorporated into servicer process or internal system changes (Servicing workflow enhancements, QC workflow enhancements, exceptions, processes, etc.)
+ Such other activities as may be assigned by your manager
Job Description:
Qualifications/ Requirements:
+ College degree / training in finance / mortgage banking preferred or equivalent combination of education and experience
+ Minimum of 8+ years of industry and/or relevant experience, typically with 2+ years in an AVP level role or external equivalent
+ Mortgage / secondary market experience or equivalent combination of education and experience preferred
+ Commercial real estate asset management experience is required
+ Demonstrated ability to work well with staff clients if needed
+ Strong Excel skills
+ Team oriented
+ Ability to multitask
+ Excellent PC skills and possess high level of proficiency in Microsoft products
+ Strong communication (written and oral) skills
+ Strong analytical ability, good judgment, strategic and multidimensional thinker
+ Detail oriented and organized
+ Demonstrate professional behavior and teamwork, punctual, dependable.
#LI-MS1 #LI-Remote
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$125,000.00 - $175,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (
View Now

VP, Asset Management

36107 Montgomery, Alabama SitusAMC

Posted today

Job Viewed

Tap Again To Close

Job Description

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
Pelium Real Estate Asset Management, LLC ("Pelium") is a leading asset management platform fully dedicated to supporting Apollo's commercial real estate financing business in the United States.
This role is responsible for the overall management of a client's portfolio once acquired acting as a primary point of contact for all portfolio management, servicing oversight, servicing transfer, and asset strategy deployed by the company on behalf of a client. This position will oversee multiple servicers, trusts, and strategic portfolio initiatives simultaneously on behalf of a client across all asset classes. This may include but is not limited to coordinating servicing transfer, operational review, remittance reconciliation, data reconciliation, rendering workout decisions, identifying servicing performance irregularities or exceptions, and driving enhanced performance by a client's servicer. This role coordinates with the company's diligence and collateral services teams to define asset level strategies and curative effort post settlement recognizing the results of loan-level due diligence performed. This may include quantitative and qualitative analysis, reviews of loan documentation and reporting, and assessing compliance with GSE and regulatory guidelines.
This role is also responsible for meeting client objectives established. Development of portfolio campaign strategies, customized reporting, and project management functions are a core expectation of the Lead. Overall quality and performance of the Asset Management Team is also the responsibility of this position.
This role plays an integral role in supporting the management and value within a client's portfolio. Regular client collaboration, servicer engagement, and reporting of portfolio performance is expected in conjunction with the other Asset Manager(s) assigned to a client under this role's leadership is expected.
Position requires in office 3 days per week.
Essential Job Functions:
+ Maintain visibility into the status of every deal by ensuring the reviews are performed appropriately in the system.
+ Ability to work with Excel performing VLOOKUP, pivot, and other functions to understand and reconcile data
+ Raise potential issues (performance, timeline, etc.) to management attention (VP, SVP, etc.)
+ Verify, where appropriate, that critical exceptions are correctly applied.
+ Identify performance trends and potential enhancements so that such items can be analyzed and potential incorporated into servicer process or internal system changes (Servicing workflow enhancements, QC workflow enhancements, exceptions, processes, etc.)
+ Such other activities as may be assigned by your manager
Job Description:
Qualifications/ Requirements:
+ College degree / training in finance / mortgage banking preferred or equivalent combination of education and experience
+ Minimum of 8+ years of industry and/or relevant experience, typically with 2+ years in an AVP level role or external equivalent
+ Mortgage / secondary market experience or equivalent combination of education and experience preferred
+ Commercial real estate asset management experience is required
+ Demonstrated ability to work well with staff clients if needed
+ Strong Excel skills
+ Team oriented
+ Ability to multitask
+ Excellent PC skills and possess high level of proficiency in Microsoft products
+ Strong communication (written and oral) skills
+ Strong analytical ability, good judgment, strategic and multidimensional thinker
+ Detail oriented and organized
+ Demonstrate professional behavior and teamwork, punctual, dependable.
#LI-MS1 #LI-Remote
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$125,000.00 - $175,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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