Client Onboarding Implementation Manager Vice President

JPMorgan Chase & Co. • Plano, TX

7h • $95,500 - $153,000

About The Position

As a Client Onboarding Implementation Vice President within JPMorgan Chase, you will lead the implementation of treasury products for new and existing clients transitioning to the Chase banking platform. You will ensure clients are well-versed in Treasury Product platforms and deliver a smooth, efficient onboarding experience. The role requires advanced risk management, strategic planning, critical thinking, data and technology literacy, emotional intelligence, and stakeholder management. You will make decisions that support operational and financial goals, build productive relationships, and foster an inclusive environment that encourages innovation and continuous improvement.

Requirements

• At least 7 years of experience implementing treasury products or working in similar financial services.
• Proven risk management experience, including identifying potential risks and implementing mitigation strategies in a financial setting.
• Demonstrated strategic planning ability, including defining organizational direction and making resource allocation decisions.
• Advanced data and technology literacy, including developing and interpreting models to represent and communicate data requirements.
• Advanced stakeholder management skills and a history of establishing and maintaining productive relationships with stakeholders, cross-functional teams, and clients.

Nice To Haves

• Experience managing change initiatives to support smooth transitions and adoption of new onboarding processes.
• Presentation skills to communicate onboarding procedures and updates to clients and stakeholders.
• Project management experience overseeing timely, successful client onboarding.
• Market product knowledge to tailor onboarding to client needs and industry standards.
• Experience implementing cybersecurity measures to protect client data during onboarding.
• Anti-fraud awareness to safeguard onboarding against potential threats.
• Ability to identify opportunities for AI and automation in operational workflows, including evaluating, implementing, or governing AI-driven solutions for scalable process improvements and strategic objectives.

Responsibilities

• Lead treasury product implementations for new and existing clients transitioning to the Chase banking platform.
• Identify onboarding risks and implement mitigation strategies while ensuring compliance with regulatory obligations.
• Set strategic direction for onboarding and make resource allocation decisions to achieve objectives.
• Analyze complex onboarding issues and make decisions aligned with the firm's operational and financial goals.
• Build productive relationships with clients, cross-functional teams, and stakeholders to drive mutually beneficial outcomes.
• Develop and execute onboarding program plans aligned with firm objectives, using data and technology to drive impact.
• Manage conflicts and conflicts of interest during onboarding, facilitating discussions and creating optimal solutions.
• Maintain productive relationships with stakeholders, cross-functional teams, and clients.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed