Senior associate - Client Onboarding and Documentation

Posted An Hour Ago
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Tampa, FL, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Leads monthly release cycles for KYC and client documentation products, coordinating dependencies, risks, testing, validation, production releases, and global handoffs. Maintains release plans, escalates blockers, manages post-release issues, and supports change management while ensuring compliance with risk, controls, and regulatory requirements. Partners with product delivery leadership and cross-functional stakeholders to improve delivery efficiency.
Summary Generated by Built In
Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges. In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey.

 

As a Senior Product Delivery Associate in Client Onboarding and Documentation, you are trusted with enabling the delivery of products in a stable and scalable way. Work with cross-function teams, build key relationships, and enable the product to continuously deliver value. You’ll also help drive release management activities, support testing and validation, and ensure compliance with firm standards.


 
Job responsibilities
  • Lead and coordinate monthly release cycles for KYC and documentation products.
  • Track and manage dependencies, risks, and issues to ensure smooth delivery.
  • Collaborate with global teams for follow-the-sun execution and structured handovers.
  • Oversee testing and validation activities, including pre-production and production weekend releases.
  • Maintain integrated release plans and escalate blockers with clear options.
  • Ensure compliance with firm risk, controls, and regulatory requirements.
  • Provide timely updates and post-release issue management to stakeholders.
  • Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies
  • Supports the completion of change management activities across functional partners and monitors adherence to the firm’s risk, controls, compliance, and regulatory requirements
  • Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources
 
Required qualifications, capabilities, and skills
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Advanced proficiency with Jira (JQL/filters, dashboards, and automation).
  • Experience with automation and reporting tools such as Alteryx and Tableau (or similar).
  • Excellent communication and stakeholder management skills, including preparing executive-ready updates and materials.
  • Proven ability to coordinate testing and validation activities across multiple teams.
  • Ability to identify, track, and resolve risks and issues throughout the product delivery lifecycle.
  • 3+ years of experience or equivalent expertise in product management or a relevant domain area
  • Demonstrated performance in either product management or relevant domain area
  • Experience executing operational management and change readiness activities
  • Experience in product deployment processes 
 
Preferred qualifications, capabilities, and skills
  • Developed knowledge of the product development life cycle
  • Experience with entitlements and access controls.
  • Background in KYC or Client Onboarding in regulated environments.
  • Familiarity with change management and access entitlement frameworks.

Additional information:

  • Visa sponsorship is not available for this position.

  •  Work schedules will be full-time in office, on a 40-hour per week schedule.


 
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 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. 

Skills Required

  • Strong organizational skills and ability to manage multiple priorities and deadlines
  • Advanced proficiency with Jira, including JQL, filters, dashboards, and automation
  • Experience with automation and reporting tools such as Alteryx and Tableau or similar
  • Excellent communication and stakeholder management skills, including executive-ready updates and materials
  • Experience coordinating testing and validation activities across multiple teams
  • Ability to identify, track, and resolve risks and issues throughout the product delivery lifecycle
  • 3+ years of experience or equivalent expertise in product management or a relevant domain area
  • Demonstrated performance in product management or a relevant domain area
  • Experience executing operational management and change readiness activities
  • Experience in product deployment processes
  • Knowledge of the product development life cycle
  • Experience with entitlements and access controls
  • Background in KYC or client onboarding in regulated environments
  • Familiarity with change management and access entitlement frameworks

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 Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

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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