Client Onboarding Implementation Manager Vice President

JPMorganChase • Plano, TX

13d

About The Position

As a Client Onboarding Implementation Vice President at 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 familiar with Treasury Product platforms and deliver a smooth, efficient onboarding experience. The role calls for advanced risk management, strategic planning, critical thinking, data and technology literacy, emotional intelligence, and stakeholder management. You will also lead and inspire a team, fostering an inclusive environment that supports innovation and continuous improvement.

Requirements

• At least 7 years of experience implementing treasury products or similar financial services.
• Proven financial-setting risk management experience, including identifying risks and implementing mitigation strategies.
• 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 building 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 for clearly communicating onboarding procedures and updates to clients and stakeholders.
• Project-management experience overseeing timely and 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 help 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 implementation of treasury products for new and existing clients moving to the Chase banking platform.
• Identify onboarding risks and implement mitigation strategies while ensuring compliance with regulatory obligations.
• Define the direction of the onboarding process and make resource-allocation decisions to achieve objectives.
• Analyze complex onboarding issues and make decisions aligned with operational and financial goals.
• Build productive relationships with clients, cross-functional teams, and stakeholders to achieve mutually beneficial outcomes.
• Develop and execute strategic onboarding-program plans aligned with firm objectives, using data and technology to drive impact.
• Manage conflicts and conflicts of interest arising during onboarding, facilitating discussions and optimal solutions.
• Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients.

What This Job Offers

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