Securities Services - A&NZ Fund Services Tax Product Manager - Vice President – Sydney

Job Summary

Join J.P. Morgan’s Custody and Fund Services business as the ANZ Tax Product Manager (VP). Based in Sydney, you will be an integral part of the local tax product strategy, governance framework, and delivery roadmap for Fund Services clients (including asset managers, asset owners, superannuation funds, and managed investment trusts). You will partner closely with Operations, Technology, Client Service, Sales, Relationship Management, Risk/Compliance and Legal to deliver scalable, high-quality tax services, respond to regulatory change, and drive business growth.

This role sits within a broader Product Management team and will collaborate across adjacent capabilities including Fund Accounting and Private Fund Services, to deliver a seamless client experience.

Job Responsibilities

Product Ownership & Strategy

• Drive the ANZ Tax product strategy and multi-year roadmap, ensuring alignment with regional/global Custody and Fund Services priorities.
• Define and maintain the product scope, operating model, service standards, and client value proposition for Fund Services tax offerings in Australia.
• Ensure tax services are delivered to defined quality and control standards, meeting client obligations and Australian Taxation Office requirements, and supported by a robust tax risk and controls framework. Maintain and update J.P. Morgan Tax Product policies in line with product enhancements, regulatory change, and tax governance.

Governance, Risk & Controls

• Lead local tax product governance, including service change governance, product approvals, and oversight of delivery to agreed service standards.
• Maintain and evolve tax product policies, procedures, and control framework in line with regulatory change, product enhancements, audit outcomes, and governance requirements.
• Partner with Risk/Compliance/Legal to ensure the product and operating model are control-aligned, documented, and operationally resilient (including issue management and remediation).

Regulatory Change & Product Development

• Monitor and assess regulatory developments, industry practice, and client needs impacting Australian fund services tax (e.g., superannuation funds, MIT/AMIT-related reporting obligations).
• Translate regulatory/market requirements into clearly defined product requirements, prioritize initiatives, and drive end-to-end delivery in partnership with Product Development, Operations, and Technology.
• Ensure strong implementation discipline (business cases, requirements, testing/UAT, operational readiness, training, and post-implementation review).

Client & Commercial Outcomes

• Support Sales and Relationship Management with RFPs, pitches, due diligence, and solutioning, articulating product capabilities and operating model clearly.
• Own/partner on pricing, cost-to-serve, and deal profitability for tax components; recommend pricing strategy and commercial enhancements.
• Use product and operational metrics to drive improved client outcomes (service quality, timeliness, accuracy, issue reduction, retention).

Required Qualifications, Capabilities & Skills

• Minimum 10 years prior experience in custody / fund services, with significant experience in fund services tax in Australia.
• Minimum 5 years prior experience in product management and/or client-facing roles (e.g., product, client solutions, implementation, relationship/support).
• Demonstrated experience analyzing and implementing tax-related requirements for superannuation funds and managed investment trusts within an operating model (product/operations/technology).
• Strong knowledge of the Australian Fund Services landscape and how institutional clients consume tax services.
• Proven ability to operate in a changing environment, prioritize effectively, and deliver outcomes across multiple stakeholders.
• Strong cross-functional leadership: ability to influence across Operations, Technology, Risk/Compliance, Legal, Client Service, and external partners/vendors with ability to synthesize complex information into clear product decisions and communicate effectively to senior and diverse audiences.
• Comfortable navigating complex tech/ops environments (requirements definition, data/process flows, controls), with a pragmatic delivery mindset.

About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.