Vice President Client Onboarding Implementation Manager

JPMorganChase • Irvine, CA

1d

About The Position

As a Client Onboarding Vice President at JPMorganChase, you will lead treasury product implementations for new and existing clients transitioning to the Chase banking platform. You will ensure clients are equipped to use Treasury Product platforms and deliver a smooth 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.

You will develop and execute strategic plans for the onboarding program, align its work with firm objectives, and use data and technology to drive impact. The role includes managing conflicts and conflicts of interest, and requires some travel (10%) to visit clients and internal partners. This position 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. Final job grade and officer title will be determined at the time of offer and may differ from the posting. The position is not eligible for employer immigration sponsorship.

Requirements

• Expertise implementing treasury products or similar financial services, equivalent to at least 7 years of experience.
• Proven experience in risk management, including identifying potential risks and implementing mitigation strategies in a financial setting.
• Ability to perform strategic planning, define organizational direction, and make 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

• Skill in managing change initiatives to support smooth transitions and successful 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 to support timely and successful client onboarding, tailoring 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 safeguard onboarding.

Responsibilities

• Lead the implementation of treasury products for clients transitioning to the Chase banking platform, ensuring a smooth and efficient onboarding experience.
• Identify potential risks and implement mitigation strategies while ensuring compliance with regulatory obligations during onboarding.
• Define the direction of the onboarding process and make key decisions about resource allocation to achieve objectives.
• Analyze complex onboarding issues and make informed 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 plans for the onboarding program, aligning them with firm objectives and leveraging data and technology to drive impact.
• Manage conflicts and conflicts of interest effectively.

What This Job Offers

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