Client Onboarding - Vice President

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase seeks a Client Onboarding Vice President to lead successful treasury product implementations. The role involves managing client transitions to the Chase banking platform, ensuring compliance, building strong relationships, and fostering an inclusive team environment. This position offers significant growth opportunities within a prestigious financial institution.

Benefits

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Qualifications

• Minimum 7 years of experience in implementing treasury products or similar financial services.
• Proven track record in risk management and strategic planning.
• Advanced proficiency in data and tech literacy.

Responsibilities

• Lead the implementation of treasury products for clients transitioning to the Chase platform.
• Utilize advanced risk management skills to identify and mitigate risks during onboarding.
• Develop strategic plans for the onboarding program aligned with firm objectives.

Skills

Risk Management

Emotional Intelligence

Stakeholder Management

Project Management

Strategic Planning

Critical Thinking

Data Literacy

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 Vice President at 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.
• Maintain anti-fraud awareness to safeguard the onboarding process against potential threats.
• Implement cybersecurity measures to protect client data during the onboarding process.

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (20%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

About Us

JPMorganChase, 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

About the Team

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.

Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.