J

JP Morgan Chase

Runs a consumer bank and an investment bank

Global Custody Tax Product Manager, Vice President - Investor Services

Full-TimePosted on 10/19/2026
No salary listed
Expert
London, UK
In Person
ProductProduct Management

About the job

Requirements
  • Demonstrated tax technical knowledge or experience working with tax laws of various jurisdictions, with a focus on EMEA markets.
  • Knowledge of securities taxation principles and tax considerations affecting institutional portfolio investors and custodians.
  • Excellent written and verbal communication skills, including the ability to provide tax regulatory and product updates to internal stakeholders and external clients.
  • Strong analytical ability and attention to detail.
  • Ability to manage multiple competing priorities and stakeholders.
  • Experience working in a professional services firm or financial services firm.
Responsibilities
  • Manage the custody tax service offering end to end, including setting, maintaining, and owning tax service definitions for the custody business in the EMEA region.
  • Translate tax law into business requirements and provide subject-matter expertise and guidance to business partners on the custody tax product.
  • Participate in industry representative efforts related to new or amended tax legislation and associated administrative procedures.
  • Partner with clients and internal stakeholders to develop solutions that enable clients to manage tax aspects of global portfolio investments.
  • Assess the impact of regulatory developments and other internal and external changes on the custody tax service offering, and implement appropriate business solutions.
  • Provide implementation oversight for new or enhanced product features and functions.
  • Support client meetings as the face of the Tax Product.
  • Participate in governance and quality assurance of custody tax solutions and operating models, and assess tax-related opportunities and threats.
  • Monitor tax changes and communicate their implications across markets to operations, custody business locations, and their clients.
  • Draft and maintain internal and external materials describing the tax service offering and the current state of local law, treaties, and entity-level taxation for various types of investors.
  • Manage tax information in the Tax Intelligence platform.
  • Work with local sub-custodians to oversee tax services in local markets.
  • Draft market flashes, associated policies, and tax product materials.
  • Assist the business in managing and mitigating tax risk.
  • Partner with Corporate Tax, Legal, and Product teams to develop new tax products and create business proposals for clients and prospects.
Desired Qualifications
  • Strong presentation skills and previous client-facing experience.
  • Ability to collaborate with cross-functional teams in multiple locations.

About the company

J

JP Morgan Chase

View
Website

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1799

Get referred to JP Morgan Chase

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Growth is broad-based: every JPMorgan division posted record revenue in the June 2026 quarter, and trading jumped 35%.
  • Stock grants gained value: shares rose 21% in three months, valuing JPMorgan at $965 billion in August 2026.
  • Tech teams are well funded: JPMorgan's nearly $20 billion yearly tech budget is the largest in banking.

What critics are saying

  • AI is shrinking some teams: Dimon said in July 2026 that AI cut up to 40% of certain roles.
  • Plan on five office days a week: JPMorgan ended hybrid schedules for all staff in early 2025.
  • It is fighting the president in court: Trump sued JPMorgan for $5 billion in January 2026 over his closed accounts.

What makes JP Morgan Chase unique

  • It ranks first in investment banking: JPMorgan earned 9.3% of global deal fees in the first half of 2026.
  • It trains future CEOs: 10 Fortune 500 chiefs were JPMorgan alumni in September 2025, fifth-most of any employer.
  • Its payments arm is a hidden giant: JPMorgan says it processes $12 trillion a day across 160-plus countries.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • Flexible Work Hours
  • Paid Sick Leave
  • Paid Holidays

Growth & Insights and Company News

Headcount

6 month growth

-9%

1 year growth

-4%

2 year growth

-4%
Bloomberg
Oct 19th, 2026
JPMorgan brings JPM Coin deposit token to Ethereum for institutional clients

JPMorgan Chase & Co. is launching its deposit token, JPM Coin, on Ethereum for institutional clients. The move extends the lender's push into blockchain payments as Wall Street grows more comfortable moving money on public networks.

Kalkine Media
Oct 19th, 2026
JPMorgan takes 5.26% stake in Peet, with 24.76M shares

JPMorgan Chase & Co. and its affiliates became a substantial holder in Peet Ltd on October 14, 2026, with a relevant interest in 24,757,726 ordinary shares. That equals 5.26% of voting power. The shares sit with two subsidiaries. J.P. Morgan Securities Australia Limited holds 15,414,744 shares through principal or proprietary trading. J.P. Morgan Securities PLC holds 840,285 shares the same way, plus 8,502,697 through rehypothecation of client securities under a Prime Brokerage Agreement. The filing lists trades by the Australian unit at A$1.65 to A$1.67 per share, starting June 15, 2026. Compliance officer Zahid Rasheed signed the disclosure on October 16, 2026.

Yahoo Finance
Oct 17th, 2026
Goldman edges JPMorgan on growth and valuation as both banks pay ~2% dividend yields

Goldman Sachs edges out JPMorgan Chase as the better buy for dividend investors, according to a Barchart comparison of the two banks. Goldman has the stronger recent numbers. Its annual sales rose 8.9% to $58.3 billion, and net income climbed 20.3% to $17.2 billion. JPMorgan's sales rose 0.5% to $280.3 billion, while net income slipped 2.4% to $57 billion. Dividends are close. Goldman pays $20 a share a year, a yield of about 2.2%, and JPMorgan pays $6.60, about 2%. Both payout ratios are near 25%. Goldman trades at about 13x forward earnings, against nearly 14x for JPMorgan. Analysts rate both stocks "Moderate Buy," with high targets implying upside of up to 44% for Goldman and 27% for JPMorgan.

Yahoo Finance
Oct 16th, 2026
JPMorgan bars outside AI agents from customer accounts, citing "rogue agents" risk

JPMorgan Chase is blocking outside AI agents from logging in to or acting on customer accounts, chief executive officer Jamie Dimon said on its third-quarter earnings call. He cited security risks from "rogue agents." "We're not going to allow just any outside agent to come in inside the company because that's just too risky for clients and for JPMorgan," Dimon said. The bank blocks third-party agents that try to obtain customers' banking credentials, but still supports customer-authorized data sharing through open banking providers. Other firms take a looser approach. Germany's Scalable Capital opened its platform to ChatGPT, Claude, and Grok in August, though users must approve every trade. Dimon said JPMorgan is building its own tools to protect customers.

Asset Servicing Times
Oct 16th, 2026
Aztec Group welcomes Jing Wang.

Aztec Group welcomes Jing Wang. 16 October 2026 UK Reporter: Madison Hendrickson Aztec Group has appointed Jing Wang as head of AI. Wang will build and lead the firm's new AI technology and enablement team, which it says is focused on where machine learning and AI can create value for clients and colleagues while maintaining governance, control, and security. In her role, Wang will lead development and delivery of Aztec's AI strategy across the group, working with technology, products, and operations colleagues to embed AI into core operations. Wang joins Aztec from JPMorgan Chase where she served as head of AI products for Chase UK and was responsible for developing the bank's generative AI capabilities and accompanying safety guardrails to bring it into production. Prior to JPMorgan Chase, Wang held a senior AI and machine learning leadership role at Amazon Web Services where she developed enterprise AI solutions for regulated industries including financial services. Wang comments: "In private markets, value is built on accuracy, judgement, and trusted partnerships. AI is most effective when it helps take the weight of routine work away from specialists, allowing them to focus on the insight and advice that make the greatest difference. "I'm excited to be joining at this stage in Aztec's growth and look forward to helping shape that capability and its value for clients." Jason Adams, chief technology officer at Aztec Group, adds: "AI has enormous potential, but success depends on applying it in ways that are aligned to client needs. "Jing has deep technical expertise, product leadership, and experience building AI solutions at global scale within highly regulated environments." Next people moves article NO FEE, NO RISK 100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times