Client Onboarding Implementation Manager Vice President

Posted Yesterday
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Plano, TX, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead treasury product implementations for new and existing clients transitioning to the Chase banking platform. Manage onboarding strategy, risks, resources, stakeholders, conflicts, regulatory obligations, and client relationships. Use data and technology to improve onboarding outcomes, support change adoption, and identify AI and automation opportunities. The role requires strong project management, strategic planning, risk management, technical literacy, communication, and stakeholder leadership skills.
Summary Generated by Built In

Join JP Morgan Chase as a Client Onboarding Vice President and lead the charge in delivering exceptional treasury product implementations for our global clients. Leverage your project management expertise to create seamless onboarding experiences, build strong relationships, and drive innovation within a diverse and dynamic team. Elevate your career with endless growth opportunities and make a meaningful impact in the world of finance.


As a Client Onboarding Implementation Vice President within JPMorgan Chase, you will be a key player in the onboarding process, ensuring our clients are well-versed in our Treasury Product platforms. Your role is pivotal in leading and managing the implementation of treasury products for both new and existing clients transitioning to the Chase banking platform. You will leverage your advanced understanding of risk management, strategic planning, and critical thinking to navigate complex issues and make impactful decisions that shape our operations and financial management. Your proficiency in data and tech literacy will be crucial in interpreting models and communicating data requirements, while your advanced emotional intelligence and stakeholder management skills will enable you to build productive relationships and drive mutually beneficial outcomes. As a leader, you will inspire your team, fostering an inclusive environment that encourages innovation and continuous improvement. 


Job Responsibilities

  • Lead the implementation process of treasury products for new and existing clients transitioning to the Chase banking platform, ensuring a smooth and efficient onboarding experience. 
  • Utilize advanced risk management skills to identify potential risks and implement mitigation strategies during the onboarding process, ensuring compliance with regulatory obligations. 
  • Leverage advanced strategic planning skills to define the direction of the onboarding process, making key decisions on resource allocation to achieve set objectives. 
  • Apply critical thinking skills to analyze complex issues during the onboarding process, making informed decisions that align with the firm's operational and financial goals. 
  • Utilize advanced emotional intelligence and stakeholder management skills to build productive relationships with clients, cross-functional teams, and stakeholders, driving mutually beneficial outcomes. 
  • Develop and execute strategic plans for the onboarding program, aligning with the firm's objectives and leveraging data and technology to drive impact. 
  • Manage conflicts and conflicts of interest that may arise during the onboarding process, using advanced conflict management skills to facilitate discussions and create optimal solutions. 
  • Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced stakeholder management skills to drive mutually beneficial outcomes. 

Required qualifications, capabilities and skills 

  • Minimum 7 years of experience in implementing treasury products or similar financial services. 
  • Proven track record in risk management, including identifying potential risks and implementing mitigation strategies in a financial setting. 
  • Demonstrated ability in strategic planning, including defining organizational direction and making key decisions on resource allocation. 
  • Advanced proficiency in data and tech literacy, including developing and interpreting models to represent and communicate data requirements. 
  • Advanced skills in stakeholder management, with a history of establishing and maintaining productive relationships with stakeholders, cross-functional teams, and clients. 

Preferred Qualifications, capabilities and skills 

  • Manage change initiatives to ensure smooth transitions and adoption of new onboarding processes. 
  • Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders. 
  • Oversee project management activities to ensure timely and successful client onboarding. 
  • Apply market product knowledge to tailor onboarding experiences to client needs and industry standards. 
  • Implement cybersecurity measures to protect client data during the onboarding process. 
  • Maintain anti-fraud awareness to safeguard the onboarding process against potential threats. 
  • Demonstrated ability to identify opportunities for AI and automation integration within operational workflows, including experience evaluating, implementing, or governing AI-driven solutions to achieve scalable process improvements and strategic objectives

About Us
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, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Skills Required

  • Minimum 7 years of experience implementing treasury products or in similar financial services roles.
  • Experience identifying financial-setting risks and implementing mitigation strategies.
  • Demonstrated strategic planning experience, including organizational direction and resource allocation decisions.
  • Advanced data and technology literacy, including developing and interpreting models to communicate data requirements.
  • Advanced stakeholder management experience with clients, cross-functional teams, and other stakeholders.
  • Experience managing change initiatives and supporting adoption of new onboarding processes.
  • Presentation skills for communicating onboarding procedures and updates.
  • Project management experience overseeing timely client onboarding.
  • Market product knowledge for tailoring onboarding experiences to client and industry needs.
  • Experience implementing cybersecurity measures to protect client data.
  • Anti-fraud awareness relevant to onboarding processes.
  • Experience identifying, evaluating, implementing, or governing AI-driven solutions for operational improvements.

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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