Lead global client onboarding and treasury product implementations for new and existing clients transitioning to the Chase banking platform. Manage risk, regulatory compliance, strategic planning, resource allocation, stakeholder relationships, data requirements, and change initiatives. Drive timely onboarding outcomes, resolve complex issues, present procedures, safeguard client data, and foster innovation across cross-functional teams. The role requires advanced project management, financial services implementation, risk management, technology literacy, and stakeholder management expertise.
Join JPMorganChase as a Client Onboarding Vice President and lead the charge in delivering exceptional treasury product implementations for our global clients. Leverage your project management expertise to create seamless onboarding experiences, build strong relationships, and drive innovation within a diverse and dynamic team. Elevate your career with endless growth opportunities and make a meaningful impact in the world of finance.
As a Client Onboarding Vice President within JPMorganChase, you will be a key player in the onboarding process, ensuring our clients are well-versed in our Treasury Product platforms. Your role is pivotal in leading and managing the implementation of treasury products for both new and existing clients transitioning to the Chase banking platform. You will leverage your advanced understanding of risk management, strategic planning, and critical thinking to navigate complex issues and make impactful decisions that shape our operations and financial management. Your proficiency in data and tech literacy will be crucial in interpreting models and communicating data requirements, while your advanced emotional intelligence and stakeholder management skills will enable you to build productive relationships and drive mutually beneficial outcomes. As a leader, you will inspire your team, fostering an inclusive environment that encourages innovation and continuous improvement.
Job responsibilities
As a Client Onboarding Vice President within JPMorganChase, you will be a key player in the onboarding process, ensuring our clients are well-versed in our Treasury Product platforms. Your role is pivotal in leading and managing the implementation of treasury products for both new and existing clients transitioning to the Chase banking platform. You will leverage your advanced understanding of risk management, strategic planning, and critical thinking to navigate complex issues and make impactful decisions that shape our operations and financial management. Your proficiency in data and tech literacy will be crucial in interpreting models and communicating data requirements, while your advanced emotional intelligence and stakeholder management skills will enable you to build productive relationships and drive mutually beneficial outcomes. As a leader, you will inspire your team, fostering an inclusive environment that encourages innovation and continuous improvement.
Job responsibilities
- Lead the implementation of treasury products for 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, ensuring compliance with regulatory obligations during onboarding.
- Leverage strategic planning skills to define the direction of the onboarding process, making key decisions on resource allocation to achieve objectives.
- Apply critical thinking to analyze complex issues during onboarding, making informed decisions that align with the firm's operational and financial goals.
- Employ 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, while managing conflicts and conflicts of interest effectively.
Required qualifications, capabilities, and skills
- Demonstrate expertise in implementing treasury products or similar financial services, with skills equivalent to at least 7 years of experience.
- Proven track record in risk management, including identifying potential risks and implementing mitigation strategies in a financial setting.
- Demonstrate 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
- Skilled in managing change initiatives to ensure smooth transitions and successful adoption of new onboarding processes.
- Proficient in delivering clear presentations to effectively communicate onboarding procedures and updates to clients and stakeholders.
- Capable of overseeing project management activities to ensure timely and successful client onboarding, while tailoring experiences to client needs and industry standards using market product knowledge.
- Experienced in implementing cybersecurity measures and maintaining anti-fraud awareness to protect client data and safeguard the onboarding process.
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (10%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
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
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
JPMorganChase San Francisco, California, USA Office
San Francisco, CA, United States
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