Implementer job description

Role you will play:

The ITAM Solution Implementer is a vital contributor to the success of MCPc's newest and rapidly growing division, IT Asset Management, as well as to the success of our valued clients.

This dynamic position leads the successful implementation of Hardware Asset Management (HAM) solutions. This includes solution design, creating a data dictionary, writing process and procedure documentation, managing other contributors such as outside technical consultants/integrators, and training client and internal staff. It also includes traditional project management responsibilities such as maintaining a formal project plan, status and progress reporting, contract change request management, and issue escalation. Ultimately the ITAM Solution Implementer ensures that client engagements are completed on-time, on-budget, on-scope/price, and to the client's satisfaction.

The ITAM Solution Implementer leads and oversees multiple client engagements at the same time, some of which may include subscription (multi-year) account support and on-going data quality management such as root cause analysis and correction. For subscription accounts, the position supports the clients in achieving targeted business outcomes (metrics) across the various value dimensions of ITAM which are: IT operations improvement, financial management, cyber/risk mitigation, compliance, and overall business agility. The ITAM Solution Implementer is a also a creative contributor to the design of asset-related reports and dashboards.

The position also provides ITAM industry best practice direction and work-related guidance to involved parties. To enable consistency and quality as well as the profitable growth of the division, the ITAM Solution Implementer develops repeatable, scalable processes, templates, checklists, and other intellectual property.

Secondary responsibilities include special projects and pre-sales support activities such as contributing to proposals, statements of work, and engagement pricing including obtaining any necessary quotes from qualified outside parties.

Location/Community: MCPc is a global organization, but we are headquartered in Cleveland, OH which is a source of pride for everyone here at MCPc. MCPc has an unwavering commitment to the Northeast Ohio area and we show this through a culture of giving back to the community.

J.P. Morgan Asset Management provides individuals, advisors and institutions with industry-leading strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
The Business

The Customized Managed Account Solutions (CMAS) group provides its investment services via several distribution channels, including acting as investment adviser for SMA Programs offered through financial intermediaries. Overseeing client assets of $58 billion, CMAS manages the relationships with these financial intermediaries and designs investment strategies for clients in their Programs.

The Team

The Managed Accounts Middle Office team supports this business, performing these primary functions: (a) implementing equity trades for discretionary strategies, (b) ensuring the accuracy of investment data used within the portfolio implementation process, (c) delivering model portfolios to sponsoring intermediaries for non-discretionary strategies, and (d) working with internal partners to improve the scalability and efficiency of the business. While the team resides within the Operations organization, it is tightly integrated with the Front Office Portfolio Managers and Product Specialists.

The Role

The incumbent will perform such tasks as:

Trade discretionary Managed Accounts across a variety of investment strategies Review client accounts for model drift and strategy deviation Monitor and update models for non-discretionary platforms Research and respond to specific account inquiries in a timely manner
Partner with the PM teams, client service and technology teams to resolve issues and improve scale and efficiency Participate in the planning and development of new business processes Support a culture of continuous improvement by defining, documenting and implementing process improvements

Skills and Qualifications

Bachelor's degree (or better) from an accredited, high-quality institution 2-3 years of relevant work experience Ability to manage concurrent assignments effectively and efficiently Excellent analytical, problem solving, time management, interpersonal, and written and oral communication skills Team player and adaptable to a changing environment Ability to influence people, lead discussions, and troubleshoot issues Highly organized and able to work to tight deadlines Ability to navigate a complex organization involving numerous groups and individuals, and provide timely responses to internal clients Separately Managed Accounts experience a plus


JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

Role Value Proposition:


This role is responsible for the successful implementation of core or voluntary products for new customers and existing customers adding products in target markets (2 - 4,999) lives. The role will have significant customer and broker contact and be responsible for the overall satisfaction of customers and brokers with the implementation process. In this role, Implementation Leaders participate in post-sale activities by setting up or converting client cases, reviewing sold plan(s) and developing and following project timelines. This role will partner with other business units (Sales, IT, Contracts, etc.) to ensure that implementations are delivered consistently, timely, and accurately.


Key Responsibilities:


Facilitate calls with customers and brokers to ensure accurate completion of all key deliverables in the implementation process. Obtain required information to complete the installation process from sales and service partners, brokers and customers. Complete final review of plan design features and administrative services and communicates to the implementation team. Identify implementation-related problems and work with manager or senior staff to resolve issues. Effectively load administration systems to ensure accurate plan design and efficient customer structure. Conduct weekly or periodic status meetings with various parties to review progress and resolve issues. Work with Product, Underwriting and Contract partners to review and execute legal documents. Responsible for updating and maintaining workflow and reporting systems. Transfer cases to the appropriate administration group once implementation is complete. Participate on Continuous Improvement and strategic Projects during off peak season.



Essential Business Experience and Technical Skills:


Required:

3+ years relevant business experience Strong communication and customer service skills Detail oriented and organized


Preferred:

Bachelors Degree Insurance experience Client-facing Project Management experience



Business Category:


US Business


Number of Openings:


1


"At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers."



MetLife:


MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.

We are one of the largest institutional investors in the U.S. with $642.4 billion of total assets under management as of March 31, 2021. We are ranked #46 on the Fortune 500 list for 2021. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies. We are proud to have been named to Fortune magazine's 2021 list of the “World's Most Admired Companies.”

MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.

We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife. For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.

MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.

MetLife maintains a drug-free workplace.