As the Team Leader/Manager for the Escrow Middle Office, you will oversee the implementation of new deals and the ongoing administration of a portfolio of escrow relationships. Reporting to the regional Product Head, you will lead a team of Client Managers/Deal Negotiators (CM/DN) and work closely with clients and partner areas to ensure excellence in service delivery and compliance with all relevant agreements and policies.

Job Responsibilities:

Leadership and Management:

Lead and mentor a team of Client Managers/Deal Negotiators, providing guidance and support to ensure high performance and professional development. Set high standards of performance for the team and lead by example. Manage team workload, ensuring timely and accurate execution of tasks and responsibilities.

Deal Implementation and Administration:

Oversee the implementation of new deals and manage the administration of escrow relationships. Ensure all account activities comply with governing escrow agreements and JPMorgan policies, including documentation, callbacks, investments, account setup, termination, and claims processes. Maintain oversight of the deal closing process and ensure all systems are properly updated.

Client Service Excellence:

Drive the delivery of first-class client service by anticipating client needs and ensuring quick and accurate responses to client requests. Develop and maintain strong client relationships, offering solutions to meet client needs.

Agreement Negotiation and Transaction Management:

Lead negotiations for new deals and agreement amendments, ensuring alignment with client and business objectives, polices and procedures. Support the front office in negotiating legal documentation across different deal types, focusing on following authority matrix for agreement negotiation. Liaise with internal and external counsel to prepare and review transactional documentation.

Risk and Compliance Management:

Manage the controls framework, reporting, and escalation for transaction execution. Ensure compliance with all relevant regulations and internal policies. Drive wider projects and initiatives within other stakeholders.

Collaboration and Relationship Building:

Develop and maintain strong relationships with JPMorgan partner areas, including Operations and Legal teams. Partner with Products and Sales to maximize new business opportunities with the existing client base. Collaborate with the team during high-volume periods and provide backup during absences.

Required qualifications, capabilities and skills:

Bachelor’s Degree in Business, Finance, or Law. 8-10 years of experience in financial services, preferably in Escrow, Trust, or Custody. Exceptional interpersonal, verbal, and written communication skills. Excellent organizational skills and attention to detail. Proficiency in Microsoft Word, Excel and PPT. Ability to manage relationships internally and externally, with strong decision-making and problem-solving skills. Ability to work well under pressure and meet tight deadlines. Language skills: Portuguese and English required; Spanish is an advantage.

Preferred qualifications, capabilities and skills:

Legal background is an advantage. Experience in process improvement and adapting to a rapidly changing business and technology environment. This role is ideal for a confident, self-starting leader who can think strategically and tactically, and who is committed to delivering excellence in client service and team performance.