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Client Onboarding Implementation Manager Vice President

JPMorgan Chase
Plano, USA
Full-time
Executive · 7+ years experience
Onsite
Discovered 1 weeks ago

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

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