Global Banking Deal Services Billing - Relationship Partner (Team Lead) Vice President

JPMorganChase; Warszawa; On-site; PLN 480,000 - 750,000; Full time

Job summary

JP Morgan Chase in Warsaw seeks a Team Lead to head the Deal Services Billing function. You will own the regional billing operating model and lead end-to-end invoicing and receivables across M&A, ECM, and DCM transactions, partnering with deal teams and clients to ensure a consistent client experience.

The role requires senior leadership in a matrixed environment, governance discipline, and a track record delivering through KPIs.

Qualifications

• Proven leadership in a matrixed environment.
• Strong understanding of the investment banking transaction lifecycle (M&A/ECM/DCM).
• Controls/governance mindset with experience running an execution-focused function.
• Track record managing KPIs/SLAs and improving quality, timeliness, and throughput.
• Strong communication, judgment, and problem-solving skills; comfortable with senior escalations.

Responsibilities

• Own banker coverage for billing: senior point of contact for deal teams, set billing priorities and timing.
• Run the pipeline and deliver outcomes: oversee regional pipeline, drive timely invoicing, surface risks.
• Lead cross-functional execution: coordinate with Legal, Tax, Operations, and other teams to fix blockers.
• Drive improvement: identify pain points and implement process and operating model enhancements.
• Ensure compliant billing setup: oversee documentation and payment instruction validation for checks.

Skills

Leadership

Investment banking lifecycle

Governance

KPIs/SLAs

Communication

Financial systems/tools

Tools

Financial systems/tools

Job description

Join the newly established Deal Services Billing Team as a Team Lead!

As a Global Banking Deal Services Billing - Relationship Partner (Team Lead) Vice President in Billing Team, you will own the regional billing operating model and lead end-to-end billing and receivables execution across a portfolio of Mergers and Acquisitions (M&A), Equity Capital Markets (ECM), and Debt Capital Markets (DCM) transactions—partnering closely with deal teams, clients, and internal stakeholders to deliver a consistent, controlled client experience.

Job responsibilities

• Own banker coverage for billing:Serve as the senior point of contact for deal teams, setting billing priorities, timing, and expectations; step in on priority/complex matters.
• Run the pipeline and deliver outcomes:Oversee the regional pipeline and billing milestones, driving timely post-close invoicing and surfacing risks early.
• Lead cross-functional execution:Coordinate with Business Management, Product Control, Legal, Middle Office/Operations, and Tax to remove blockers, elevate appropriately, and close issues quickly.
• Drive improvement:Identify recurring pain points and implement workflow, transparency, and operating model enhancements to reduce administrative burden.
• Ensure compliant billing set-up:Oversee collection and validation of documentation and payment instructions to enable smooth compliance checks and billing execution.
• Govern external spend:Challenge estimates, secure approvals, enforce SLAs, and address law firm/vendor performance or quality gaps.
• Ensure invoice quality and controls:Review/approve invoices as required, ensuring correct tax treatment, documentation, and deal team sign-off prior to issuance.
• Manage escalations:Act as escalation point for sensitive client and vendor billing inquiries, driving timely resolution.
• Drive collections:Maintain senior oversight of receivables, prioritizing aged items, resolving disputes, and mobilizing bankers/clients to accelerate recovery.
• Lead the function:Own the billing operating model, day-to-day execution, and a clearRACIacross stakeholders.

• Set direction & drive change:Define priorities, deliver a multi-quarter priorities roadmap, and reduce friction for deal teams through process simplification and better transparency.

Required qualifications, capabilities, and skills

• Proven leadership in a matrixed environment; ability to deliver through influence.
• Strong understanding of the investment banking transaction lifecycle (M&A/ECM/DCM).
• Controls/governance mindset with experience running an execution-focused function.
• Track record managing KPIs/SLAs and improving quality, timeliness, and throughput.
• Strong communication, judgment, and problem-solving skills; comfortable with senior escalations.
• Proficiency with financial systems/tools and using data to drive improvement s

Preferred qualifications, capabilities, and skills

• Experience in billing/invoicing/receivables or financial operations in a transaction environment.
• Experience leading operating model change and/or process/technology transformation
• Demonstrated ability to identify opportunities for AI and automation integration within operational workflows, including experience evaluating, implementing, or governing AI-driven solutions to achieve scalable process improvements and strategic objectives