Client Onboarding Implementation Manager Vice President

Aumni; Plano (TX); Hybrid; USD 160,000 - 230,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. seeks a Client Onboarding Vice President to lead treasury product implementations for global clients. You will steer onboarding projects, manage risk, and align resources to deliver seamless transitions to the Chase platform.

You will collaborate with cross‑functional teams, leverage data and technology, and drive strategic plans to optimize client experiences and outcomes across the onboarding lifecycle.

Qualifications

• 7+ years in implementing treasury products or similar financial services.
• Proven risk management experience with mitigation strategies.
• Strategic planning with resource allocation decisions.
• Advanced data and tech literacy to interpret models and data needs.
• Strong stakeholder management with cross-functional collaboration.

Responsibilities

• Lead the implementation process of treasury products for new and existing clients transitioning to the Chase banking platform, ensuring a smooth onboarding experience.
• Utilize advanced risk management skills to identify potential risks and implement mitigation strategies during onboarding, ensuring regulatory compliance.
• Define the direction of the onboarding process through strategic planning and resource allocation.
• Apply critical thinking to analyze complex issues during onboarding and align with financial goals.
• Use emotional intelligence and stakeholder management to build productive client and team relationships.
• Develop and execute strategic plans for the onboarding program leveraging data and technology.
• Manage conflicts and conflicts of interest to facilitate optimal solutions.
• Establish and maintain relationships with stakeholders and clients to drive mutually beneficial outcomes.

Skills

Risk management

Strategic planning

Data literacy

Stakeholder management

Project management

Job description

Join JP Morgan Chase as a Client Onboarding Vice President and lead the charge in delivering exceptional treasury product implementations for our global clients. Leverage your project management expertise to create seamless onboarding experiences, build strong relationships, and drive innovation within a diverse and dynamic team. Elevate your career with endless growth opportunities and make a meaningful impact in the world of finance.

As a Client Onboarding Implementation Vice President within JPMorgan Chase, you will be a key player in the onboarding process, ensuring our clients are well-versed in our Treasury Product platforms. Your role is pivotal in leading and managing the implementation of treasury products for both new and existing clients transitioning to the Chase banking platform. You will leverage your advanced understanding of risk management, strategic planning, and critical thinking to navigate complex issues and make impactful decisions that shape our operations and financial management. Your proficiency in data and tech literacy will be crucial in interpreting models and communicating data requirements, while your advanced emotional intelligence and stakeholder management skills will enable you to build productive relationships and drive mutually beneficial outcomes. As a leader, you will inspire your team, fostering an inclusive environment that encourages innovation and continuous improvement.

Job Responsibilities

• Lead the implementation process of treasury products for new and existing clients transitioning to the Chase banking platform, ensuring a smooth and efficient onboarding experience.
• Utilize advanced risk management skills to identify potential risks and implement mitigation strategies during the onboarding process, ensuring compliance with regulatory obligations.
• Leverage advanced strategic planning skills to define the direction of the onboarding process, making key decisions on resource allocation to achieve set objectives.
• Apply critical thinking skills to analyze complex issues during the onboarding process, making informed decisions that align with the firm's operational and financial goals.
• Utilize advanced emotional intelligence and stakeholder management skills to build productive relationships with clients, cross-functional teams, and stakeholders, driving mutually beneficial outcomes.
• Develop and execute strategic plans for the onboarding program, aligning with the firm's objectives and leveraging data and technology to drive impact.
• Manage conflicts and conflicts of interest that may arise during the onboarding process, using advanced conflict management skills to facilitate discussions and create optimal solutions.
• Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced stakeholder management skills to drive mutually beneficial outcomes.

Required qualifications, capabilities and skills

• Minimum 7 years of experience in implementing treasury products or similar financial services.
• Proven track record in risk management, including identifying potential risks and implementing mitigation strategies in a financial setting.
• Demonstrated ability in strategic planning, including defining organizational direction and making key decisions on resource allocation.
• Advanced proficiency in data and tech literacy, including developing and interpreting models to represent and communicate data requirements.
• Advanced skills in stakeholder management, with a history of establishing and maintaining productive relationships with stakeholders, cross-functional teams, and clients.

Preferred Qualifications, capabilities and skills

• Manage change initiatives to ensure smooth transitions and adoption of new onboarding processes.
• Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
• Oversee project management activities to ensure timely and successful client onboarding.
• Apply market product knowledge to tailor onboarding experiences to client needs and industry standards.
• Implement cybersecurity measures to protect client data during the onboarding process.
• Maintain anti-fraud awareness to safeguard the onboarding process against potential threats.
• 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

JP MorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Lead and manage treasury product implementation process(s) for new and existing clients as they move to the Chase banking platform.