JPMorganChase
Trade & Working Capital- -Onboarding /Implementations Specialist- Senior Associate
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.
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
JPMorganChase San Francisco, California, USA Office
San Francisco, CA, United States
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