Asset Management - 55ip Trade Implementation and Strategy- Vice President

Working at 55ip means standing at the intersection of finance and technology-and at the cutting edge of wealth management.

We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.

Our Boston, New York, and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation.

Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P.

Morgan, we've experienced breakthrough growth over the last year.

Today, 450 financial advisor firms with $1 trillion in assets (and counting) are using 55ip.

As a Trade Implementation Strategist within 55ip, you will be responsible for enhancing the pre-trade analysis of investment decisions across impacted accounts, pre-trade coordination with internal and external teams, and post trade implementation and execution processes to optimize client outcomes.

This role combines operational understanding, and analytics with market dynamics and trading practices.

The VP acts as a liaison between assets managers, traders, operations, and clients.

Job Responsibilities


* Conduct scenario analysis, assess trade sizing and timing, market conditions, liquidity to optimize outcomes


* Enhance framework to translate asset manager instructions into proposed, ensuring alignment with client guideline, regulatory requirements, and asset manager intent


* Partner with trading teams to assess block allocations, step-outs, and rotations


* Monitor transaction costs, slippage, and market impact; assess strategies for enhancement where possible


* Work closely with portfolio managers, client service, operations, and compliance teams to ensure seamless trade workflows.


* Develop process enhancements, technology solutions, and oversight frameworks that increase scalability and controls.


* Provide oversight reporting on trading activity, best execution, and trade implementation risks to senior management and clients.

Required qualifications, capabilities and skills


* 6+ years of experience in trading, portfolio implementation, or investment operations, ideally within asset management.


* Strong understanding of equity, fixed income, and/or derivative market structures and liquidity dynamics.


* Ability to apply judgment in real-time trading scenarios


* Proven track record of partnering with asset managers and traders on execution strategy.


* Excellent communication skills with ability to explain complex circumstances to both internal stakeholders and external clients.


* Proficiency in trading systems, OMS/EMS platforms, and advanced Excel; familiarity with transaction cost analysis (TCA).

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, instit...