Make your mark shaping client onboarding and migration outcomes while growing your leadership career in a global, cross-functional team.
As a Third-Party Onboarding Team Leader within Investment Middle Office, you manage a team delivering core third-party onboarding services for clients globally. You set priorities, capacity plans, service level agreements, and quality standards while serving as the day-to-day onboarding point of reference for select client relationships. You translate current operating models into a target operating model with clear scope, timelines, and acceptance criteria, partnering across functions to execute onboarding plans.
Job Responsibilities:
- Lead and develop a small team delivering third-party onboarding services across a portfolio of clients and providers
- Set team priorities, capacity plans, and objectives to meet agreed service level agreements and quality standards
- Allocate work, run structured daily and weekly forums, and remove delivery blockers to maintain momentum
- Coach team members on stakeholder management, problem solving, and consistent quality and documentation practices
- Own day-to-day onboarding delivery for select client relationships, clarifying scope, sequencing, timelines, and acceptance criteria
- Establish and manage working relationships with third-party providers to drive adoption of the target operating model
- Partner with Product, Operations, Reference Data, Testing, and Technology to define scope and execute onboarding plans
- Design, coordinate, and certify connectivity via SWIFT and secure file transfer protocol, resolving bespoke formats where needed
- Plan and run user acceptance testing, including defect triage, with clear entry and exit criteria and transparent quality gates
- Maintain dashboards and executive-ready reporting that show progress, quality, and service level agreement adherence
- Identify risks and issues early, drive resolution across stakeholders, and enhance processes and controls through continuous improvement
Required qualifications, skills, and capabilities:
- Experience managing and coaching a small delivery team (3–5 people) with clear quality standards and service level agreements
- Experience setting priorities, planning capacity, and allocating work across multiple concurrent onboarding efforts
- Knowledge of the trade lifecycle, cash management, and corporate actions across multiple product types
- Experience working in custody, including operational processes, service models, and controls
- Experience with SWIFT messaging and connectivity troubleshooting with third-party providers
- Experience managing secure file transfer protocol connectivity design and certification activities
- Experience planning and executing user acceptance testing, including defect triage and quality gates
- Ability to translate current-state operating models into a target-state onboarding approach with clear scope and acceptance criteria
- Strong written and verbal communication skills for daily delivery forums and executive-ready updates
- Advanced skills in Excel and PowerPoint for dashboards, metrics, and stakeholder reporting
Preferred qualifications, skills, and capabilities:
- Experience resolving non-standard data formats used in custody and fund operations onboarding
- Experience building and maintaining onboarding dashboards and metrics used for governance reporting
- Experience using Alteryx for operational reporting and analysis
- Experience using Tableau for dashboarding and visualization
- Experience using a workflow or portfolio tool to manage plans, dependencies, and evidence consistently
Mumbai-based / Mumbai location references
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 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.
Skills Required
- Experience managing and coaching a small delivery team (3-5 people) with quality standards and SLAs
- Experience setting priorities, planning capacity, and allocating work across multiple concurrent onboarding efforts
- Knowledge of the trade lifecycle, cash management, and corporate actions across multiple product types
- Experience working in custody, including operational processes, service models, and controls
- Experience with SWIFT messaging and connectivity troubleshooting with third-party providers
- Experience managing secure file transfer protocol (SFTP) connectivity design and certification activities
- Experience planning and executing user acceptance testing, including defect triage and quality gates
- Ability to translate current-state operating models into a target-state onboarding approach with clear scope and acceptance criteria
- Strong written and verbal communication skills for daily delivery forums and executive-ready updates
- Advanced skills in Excel and PowerPoint for dashboards, metrics, and stakeholder reporting
- Experience resolving non-standard data formats used in custody and fund operations onboarding
- Experience building and maintaining onboarding dashboards and metrics used for governance reporting
- Experience using Alteryx for operational reporting and analysis
- Experience using Tableau for dashboarding and visualization
- Experience using a workflow or portfolio tool to manage plans, dependencies, and evidence consistently
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.
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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.
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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.
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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
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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