Asset Management - Client Onboarding Management (Institutional and Funds) - Vice

JPMorganChase; Metro Manila; On-site; PHP 1,200,000 - 1,600,000; Full time

Job summary

JPMorganChase in Manila is seeking a Client Onboarding Manager within Asset Management to lead end-to-end onboarding and implementation initiatives that improve service quality, reduce risk, and strengthen controls. You will translate requirements into clear plans and coordinate delivery with partners across the business.

You will manage initiatives from initiation through post-implementation review, document actions, runbooks, and status updates, and you will liaise with external parties to

Qualifications

• Experience in financial services onboarding or client service delivery.
• Strong project management and cross-functional coordination.
• Excellent written and verbal communication.
• Proficiency with Microsoft Office and collaboration tools.
• Ability to manage multiple initiatives end-to-end.

Responsibilities

• Lead onboarding and ongoing lifecycle management for client accounts and mandates, including key change events.
• Manage tactical and strategic implementation projects supporting new business opportunities and regulatory initiatives.
• Drive end-to-end lifecycle from initiation through post-implementation review with clear scope and milestones.
• Translate business requirements into executable project plans, onboarding checklists, and runbooks.
• Maintain accurate project documentation including onboarding info and product specs.
• Plan, schedule, and lead regular stakeholder meetings; document actions and follow-ups.
• Provide clear status updates and perform root cause analysis to resolve issues.
• Partner with stakeholders to re-engineer service models for scalability and better controls.
• Identify risk and control gaps and support mitigation actions.
• Liaise with external parties to support delivery (consultants, custodians, transition managers).
• Provide coordination support for the Manila-based team supporting fund and account activities.

Skills

Project management

Stakeholder mgmt

Communication

Risk management

MS Office

Time management

Education

MBA

CPA

Job description

Join a team that helps deliver a strong client experience through disciplined onboarding and implementation. You’ll lead cross-functional initiatives that improve operating models, strengthen controls, and reduce risk. This role offers exposure to a wide range of partners and products while driving meaningful service outcomes. If you enjoy coordinating complex workstreams and turning requirements into scalable processes, this role is for you.

Job summary

As a Client Onboarding Manager in Asset Management Team, you lead end-to-end onboarding and implementation initiatives that improve service quality, reduce operational risk, and strengthen controls. You partner with stakeholders across the business to translate requirements into clear plans, coordinate delivery timelines, and provide transparent progress reporting.

Job responsibilities

• Lead onboarding and ongoing lifecycle management for new and existing client accounts and mandates, including key change events (e.g., mergers, liquidations, closures, transfers, and custody changes).
• Manage tactical and strategic implementation projects that support new business opportunities, operating model changes, market expansions, and regulatory-driven initiatives.
• Drive the end-to-end lifecycle of initiatives from initiation through implementation and post-implementation review, ensuring clear scope, milestones, and ownership.
• Translate business requirements into executable project plans, onboarding checklists, process flows, and runbooks.
• Maintain accurate project and event documentation, including onboarding checklists, account opening information, product specifications, and status materials.
• Plan, schedule, and lead regular stakeholder meetings; document actions and manage follow-ups to completion.
• Provide clear, consistent status updates to stakeholders and escape issues in a timely manner, including root cause analysis and resolution planning.
• Partner with stakeholders to re-engineer and enhance operational and service models to improve scalability and strengthen controls.
• Proactively identify risk and control gaps and support mitigation actions aligned to agreed standards.
• Liaise with external parties as needed (e.g., consultants, custodians, transfer agents, record keepers, outsourced service providers, and transition managers) to support successful delivery.
• Provide oversight and coordination support for the local Manila-based team supporting fund and account activities.

Required qualifications, capabilities and skills

• Knowledge of financial products (e.g., equities, fixed income, foreign exchange, derivatives, and funds) and understanding of trade flow from execution through operational settlement.
• Demonstrated project management capability, including managing multiple initiatives concurrently end-to-end and working across cross-functional stakeholders.
• Strong stakeholder management skills, with the ability to communicate clearly and work effectively with partners across varying levels of seniority.
• Strong written and verbal communication skills, including the ability to facilitate discussions, align expectations, and document decisions and actions.
• Strong problem-solving skills, sound judgment, and ability to escape appropriately to manage risk and delivery outcomes.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and comfort using web-based collaboration tools.
• Strong time management and organizational skills, with the ability to prioritize deadlines in a dynamic environment.

Preferred qualifications, capabilities and skills

• Professional qualification (e.g., Certified Public Accountant) and/or a Master of Business Administration (MBA).
• 8 years of experience in the financial services industry, including Asset Management or relevant Investment Banking, Wealth Management, andrelevant onboarding, implementation, or client service delivery roles.
• Experience leading teams through the adoption of AI-enabled analytics, workflow automation, or intelligent process tools to improve operational efficiency and accuracy, reduce manual effort, and support consistent, well-controlled execution through coaching, change adoption, and continuous improvement.