{bc}
Apply
oracle

Client Onboarding Implementation Manager Vice President

JPMorgan Chase
Plano, USA
Full-time
Executive · 7+ years experience
Onsite
Discovered Today

Full Job Posting

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.
  • 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.
  • 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

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

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at JPMorgan Chase

Private Client Banker - Forked River Branch - New Jersey Monmouth Ocean Market

Forked River, USA

Discovered TodayFull-time

Finance & Business Management Vice President - Affluent Branch Banking

Jersey City, USA

Discovered TodayFull-time

Experience Design Vice President - Agentic Treasury

New York City, USA

Discovered TodayFull-time

One Chase Branch Event Strategy Manager - Vice President

Columbus, USA

Discovered TodayFull-time

Part time Associate Banker (30 hours) - Belgrade (New Build) - Belgrade, MT

Belgrade, USA

Discovered TodayPart-time

Relationship Banker - Cleveland East Market - Woodmere, OH

Woodmere, USA

Discovered TodayFull-time

Associate Banker, 30 Hours, Greenville, DE - Greenville Kennett Pike Branch

Greenville, USA

Discovered TodayPart-time

Relationship Banker - Greater Arlington Market - Arlington, TX.

Arlington, USA

Discovered TodayFull-time