Technical Implementation Manager II

Posted 3 Hours Ago
Be an Early Applicant
Charlotte, NC, USA
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Leads treasury product implementations and client onboarding for new and existing clients transitioning to the Chase banking platform. Owns implementation planning, training, testing coordination, technical specifications, troubleshooting, timelines, dependencies, and stakeholder communication. Builds relationships across clients, sales, operations, service, relationship management, and product teams while driving continuous improvement, resolving issues, and maintaining policy and SLA compliance.
Summary Generated by Built In

Are you ready to make a significant impact by leading and managing treasury product implementation processes for new and existing clients as they transition to the Chase banking platform? Join us at JP Morgan Chase and be part of a diverse and innovative global organization that offers endless opportunities for growth and development. As a Client Onboarding and Product Implementation Associate, you will play a pivotal role in shaping our clients' first experiences with us, ensuring a seamless transition and fostering strong relationships from the very first interaction. Together, we will drive satisfaction and success in a dynamic global environment.


As a Technical Client Implementation Associate within the Commercial and Investment Bank, you will lead the charge in delivering exceptional onboarding experiences. You will be at the forefront of shaping our clients' first interactions with us, ensuring a seamless transition and fostering strong relationships. Your role is crucial in driving satisfaction and success, and you will be part of a diverse and innovative team that values growth and development. Together, we will create a dynamic and collaborative environment that supports our clients and our community.

 

Job Responsibilities:

  • Lead the execution of strategic initiatives to ensure a smooth transition for new and existing clients to the Chase banking platform.
  • Own the product implementation process and training experience for your assigned clients.
  • Knowledge of file formats such as ISO 20022 XML, NACHA, EDI X12, and other flat file formats and understanding of secure file transmissions including encryption and SSH Keys. 
  • Testing coordination and troubleshooting skills
  • Meet and connect with clients and internal stakeholders through Zoom, Email, and other collaborative technologies.
  • Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management.
  • Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
  • Implement mixed payable solutions and support clients with technical specifications for treasury services.
  • Manage client and partner expectations by establishing timelines and dependencies.
  • Demonstrate creative problem-solving skills and take ownership of issues when they arise and ensure adherence to policy and procedures, maintaining high standards of anti-fraud awareness.
  • Collaborate with a diverse and innovative global team, contributing to a culture of inclusion and growth.

Required qualifications, capabilities, and skills:

  • 3+ years of experience in managing and executing strategic initiatives in a professional field.
  • Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
  • Technical project management experience in a dynamic client-facing environment.
  • Strong communication skills with the ability to partner and influence others towards a common goal.
  • Proficiency in data and tech literacy, with a willingness to understand and implement innovation and design thinking techniques.
  • Experience in managing client and internal partner expectations, establishing timelines, and managing dependencies.
  • Comfort in using technology such as Microsoft Office tools, WebEx, and other collaboration tools for enhanced client discussions.
  • Demonstrated ability to build and maintain strong relationships with key partners.
  • Experience in coaching or mentoring team members and managing conflict effectively.
  • Strategic thinking with the ability to adapt to change.
  • Adherence to policy and procedures, meeting or exceeding established Service Level Agreements (SLA).

Preferred qualifications, capabilities, and skills:

  • Bachelor of Science or Bachelor of Arts Degree.
  • Passion for learning new operating models, technologies, and industry trends.
  • Technical client consulting experience to support technical roles.
  • Ability to clearly communicate, partner, and influence, leading others to a common goal.
  • Due recognition for professional qualifications attained from reputable training institutes or professional bodies.
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

  • 3+ years of experience managing and executing strategic initiatives in a professional field
  • Experience leading client onboarding processes, particularly transitions to new banking platforms
  • Technical project management experience in a dynamic, client-facing environment
  • Strong communication skills and ability to partner with and influence stakeholders
  • Data and technology literacy, including willingness to implement innovation and design thinking techniques
  • Experience managing client and internal partner expectations, timelines, and dependencies
  • Proficiency with Microsoft Office, WebEx, and other collaboration tools
  • Experience building and maintaining relationships with key partners
  • Experience coaching or mentoring team members and managing conflict
  • Strategic thinking and adaptability to change
  • Adherence to policies and procedures and ability to meet or exceed service-level agreements
  • Bachelor of Science or Bachelor of Arts degree
  • Interest in learning new operating models, technologies, and industry trends
  • Technical client consulting experience supporting technical roles
  • Ability to clearly communicate, partner, influence, and lead others toward a common goal
  • Professional qualifications from reputable training institutes or professional bodies

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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