Trade & Working Capital-Client Solutions Architect Senior Associate

Posted 2 Hours Ago
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Tampa, FL, USA
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Supports the design and implementation of Trade and Working Capital solutions by translating client requirements into functional specifications, process flows, technical documentation, and implementation plans. Collaborates with clients, Sales, Product, Technology, and implementation teams through discovery, workshops, demonstrations, and adoption. Tracks milestones, dependencies, risks, issues, and decisions while applying AI and automation to improve analysis and delivery efficiency. Contributes client insights, reusable solution materials, and product enhancement recommendations.
Summary Generated by Built In

Transform complex working capital needs into scalable, technology-enabled solutions that simplify delivery and drive stronger client outcomes.

As a Client Solutions Architect Senior Associate in the Trade & Working Capital Product Solutions Delivery team, you will help translate complex client requirements into scalable solutions that align with product capabilities and business objectives. Working across client, Sales, Product, Technology and implementation teams, you will support solution design from initial discovery through implementation and adoption. You will apply working-capital knowledge, technical fluency and disciplined project execution to clarify requirements, coordinate delivery activities, reduce implementation risk and improve client outcomes. You will also use approved AI and automation capabilities to strengthen analysis, support solution development, improve documentation quality and increase delivery efficiency.

Job responsibilities

  • Support the design and delivery of end-to-end Trade & Working Capital solutions that address client implementation requirements while aligning with platform capabilities, control standards and established solution designs.
  • Gather, analyze and document client business, operational and technology requirements, translating them into clear functional requirements, process flows and implementation documentation.
  • Participate in in client discovery sessions, solution workshops, and product demonstrations, helping explain how solutions address business challenges and deliver value.
  • Support the development and maintenance of technical implementation plans, including milestones, dependencies, risks, issues, decisions and required actions
  • Apply approved AI and automation tools to accelerate analysis, identify patterns, improve documentation, and streamline solution-development activities
  • Prepare and maintain solution documentation, meeting materials, status updates, decision records and implementation artifacts to support clear accountability and effective execution.
  • Convert client feedback, implementation experience, and adoption insights into actionable enhancements and product-development priorities.
  • Contribute to reusable solution materials, implementation standards, technical collateral and team knowledge resources that improve execution consistency and scalability.

Required qualifications, capabilities, and skills

  •  3+ years of experience or equivalent expertise in trade finance, supply chain, payments, fintech or a related financial services environment
  • Working technical knowledge and the ability to understand product configurations, system capabilities, integration requirements and data flows.
  • Experience working directly with clients or supporting client-facing discussions, presentations, workshops or product demonstrations.
  • Ability to use approved AI, automation and productivity tools responsibly to support analysis, documentation and execution efficiency.
  • Experience supporting technology-enabled products, client solutions or implementation projects involving multiple stakeholders and workstreams.
  • Demonstrated project-management discipline, including tracking milestones, actions, dependencies, risks, issues and decisions.

Preferred qualifications, capabilities, and skills

  • Experience supporting technical deliverables on implementation projects
  • Experience in client-facing roles in a financial industry capacity
  • Familiarity with APIs, ERP integrations, file connectivity, data flows, and technology architectures commonly used in treasury and trade-finance implementations.
  • Knowledge of working-capital products, client implementation processes or transaction-banking solutions.
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

  • 3+ years of experience or equivalent expertise in trade finance, supply chain, payments, fintech, or a related financial services environment
  • Working technical knowledge of product configurations, system capabilities, integration requirements, and data flows
  • Experience working directly with clients or supporting client-facing discussions, presentations, workshops, or product demonstrations
  • Ability to use approved AI, automation, and productivity tools responsibly
  • Experience supporting technology-enabled products, client solutions, or implementation projects involving multiple stakeholders and workstreams
  • Demonstrated project-management discipline, including tracking milestones, actions, dependencies, risks, issues, and decisions
  • Experience supporting technical deliverables on implementation projects
  • Experience in client-facing roles in a financial industry capacity
  • Familiarity with APIs, ERP integrations, file connectivity, data flows, and technology architectures used in treasury and trade-finance implementations
  • Knowledge of working-capital products, client implementation processes, or transaction-banking solutions

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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