Vice President Client Onboarding Implementation Manager

JPMorgan Chase & Co.•Irvine, CA
•$95,500 - $153,000

About The Position

As a Client Onboarding Vice President at JPMorganChase, you will lead and manage treasury product implementations for new and existing clients transitioning to the Chase banking platform. You will help clients understand Treasury Product platforms and ensure 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 guide onboarding strategy, make decisions about resource allocation, and build productive relationships with clients, cross-functional teams, and other stakeholders. As a leader, you will foster an inclusive environment that encourages innovation and continuous improvement. The role includes some travel (10%) to visit clients and internal partners. It is subject to Section 19 of the Federal Deposit Insurance Act; an employment offer is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. The role is not eligible for employer immigration sponsorship. Final job grade and officer title will be determined at the time of offer and may differ from this posting.

Requirements

  • Expertise in implementing treasury products or similar financial services, equivalent to at least 7 years of experience.
  • Proven financial-setting risk management experience, including identifying potential risks and implementing mitigation strategies.
  • Ability in strategic planning, including defining organizational direction and making key 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 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.
  • Proficiency in delivering clear presentations about onboarding procedures and updates to clients and stakeholders.
  • Ability to oversee project management activities for timely, successful client onboarding and tailor experiences to client needs and industry standards using market product knowledge.
  • Experience implementing cybersecurity measures and maintaining anti-fraud awareness to protect client data and the onboarding process.

Responsibilities

  • Lead treasury product implementations for clients transitioning to the Chase banking platform and ensure an efficient onboarding experience.
  • 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 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 strategic onboarding program plans aligned with the firm's objectives, using data and technology to drive impact and managing conflicts and conflicts of interest effectively.

Benefits

  • Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
  • Eligible roles may receive 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. Additional benefits and programs are available based on eligibility.
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