About The Position

The Client Implementation team is seeking a seasoned and driven individual with experience and expertise working on complex client implementations in a commercial / transaction banking domain. This role provides the opportunity to create a world-class client experience with direct contribution to the business’ top line. This position follows the Implementation Advisory concentration. Alongside the core responsibilities of a Client Implementation Vice President, you will be engaged early — before mandate — to assess complexity, shape the client solution alongside Coverage and Product Solutions, and bring implementation credibility into the commercial conversation. You will then carry that solution through go-live and remain the client’s named owner through hyper-care and ramp, transitioning to Client Service through a structured handover. You will work with clients across their front to back journey — from participating in RFPs, to managing complex technical integrations and successful go-lives owning and driving all aspects of a client implementation across the TxB suite of products and services.

Requirements

  • Bachelor of Arts/Bachelor of Science degree
  • 8+ years of banking industry experience, 6+ years in a client-facing role
  • Established expertise in Transaction Banking client implementation function, with deep knowledge of banking products and services
  • Working knowledge of ERP and TMS systems and host to host connectivity mechanisms in the market
  • Solid project management skills, with innate ability to create organization and structure
  • Process oriented thinker, with the ability to simplify and streamline complex processes
  • Strong communication and interpersonal skills; enjoys forming deep relationships with internal partners and clients
  • Thrives in a fast paced, dynamic environment, with a passion to learn at exponential pace
  • Willingness to travel to client sites on a limited, occasional basis

Nice To Haves

  • Demonstrated client-facing presence in solutioning or pre-sales settings, with the judgment to shape — and where necessary challenge — a proposed solution
  • Commercial awareness is sufficient to right-size an implementation approach to client complexity and decline an undeliverable commitment
  • Track record of independently owning high complexity implementations end-to-end with clean readiness sign-off
  • Curiosity and fluency with emerging AI and automation tooling, with a track record of turning experimentation into practical, adopted ways of working
  • Certified Treasury Professional (CTP)

Responsibilities

  • Lead a differentiated client experience throughout the implementation journey by providing implementation subject matter expertise across transaction banking products and services, while advising clients on solutions for their Treasury requirements
  • Unblock implementation challenges that may arise for a client; be creative with problem solving and collaborating across internal teams to mitigate
  • Build and manage detailed project plans capturing all intricate aspects of go-live, while also leveraging project management materials such as client meeting agendas/minutes, and project charter
  • Serve as a product subject matter expert across the team, leading complex global client implementations
  • Keen acumen on risk and controls, processes and procedures, to ensure we deliver value to our clients in a robust and compliant manner
  • Establish effective communication channels and governance, both with client as well as internal stakeholders, to ensure transparency on status, blockers, milestones — driving accountability and clarity across all parties
  • Work closely with servicing teams as the client goes live, through early-stage support, ensuring a seamless transition for the client as they move from a pre-go-live to business-as-usual mode
  • Bring thought leadership to implementation processes, by identifying ways to streamline and automate, resulting in reduction of waste (or non-value-added activities)
  • Train, lead and develop junior talent across the global team
  • Engage pre-mandate alongside Coverage and Product Solutions to assess client complexity and set realistic implementation timelines, scope and effort expectations before commitments are made
  • Bring implementation credibility into the commercial conversation — contributing to client RFPs, proposals and early solutioning, ensuring what is promised pre-mandate is deliverable post-mandate
  • Own the Solutioning Questionnaire standard across the team, leading and documenting product solutioning as the trusted advisor to clients and internal partners
  • Act as named advisor on strategic and complex client deals, including multi-product, multi-region and financial institution integrations
  • Identify and escalate non-standard flows, manual processes and first-time payment solutions before they are priced, promised or built
  • Retain named client ownership through hyper-care and ramp, using client health reporting to monitor activity against expectation, and execute a structured, documented exit to Client Service
  • Set the standard for client-facing implementation communication across the global team, and coach Associates and Senior Associates toward client advisory readiness
  • Represent the firm onsite with clients where commercially reasonable and beneficial — for example, solutioning workshops, onsite development and testing support, or go-live readiness sessions. Limited client travel may arise, typically infrequent and planned
  • Apply AI tooling across the implementation lifecycle — solutioning research, project plan generation, client documentation, pipeline reporting and meeting summarization — and convert proven use cases into adopted team practice
  • Lead with innovation by challenging the status quo in how we implement today, identifying where manual effort, repeated client questions or non-standard handling signal an opportunity to automate, digitize or enable client self-service
  • Champion adoption across the global team, sharing practical AI use cases in team forums and mentoring colleagues from experimentation into confident, everyday application
  • Bring the client voice into product and platform innovation, translating recurring implementation friction into a prioritized, evidenced case for enhancement with Product, Delivery and Engineering
  • Measure and articulate the benefit of innovation delivered — cycle time, effort saved, client experience improvement — so adoption is grounded in outcome rather than novelty
  • Apply AI and automation thoughtfully, with clear judgment on where human review, control and client accountability must remain

Benefits

  • training and development opportunities
  • firmwide networks
  • benefits
  • wellness
  • personal finance offerings
  • mindfulness programs
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