Client Solutions - Client Onboarding Project Manager - Vice President

Testing Site - JPMC; Tampa (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

JPMorgan Chase is seeking a Client Solutions Vice President to lead planning, execution, and delivery of client implementations within Securities Services. You will manage onboarding projects, coordinate resources across locations, and collaborate with fund managers and clients to craft and sign off on scope and solutions.

The role requires extensive project management experience, strong leadership, and the ability to drive governance, risk controls, and client satisfaction across complex

Qualifications

• Bachelor’s degree is required.
• 5–10 years in Financial Services, Securities Servicing industry.
• 3+ years in a client-facing project management role or commensurate experience.
• Experience coordinating multiple products and client implementations.

Responsibilities

• Lead execution of onboarding projects, managing resources across multiple locations and disciplines
• Drive requirements gathering, propose and influence target solutions for fund managers and clients
• Ensure requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions
• Develop and manage project delivery plans, facilitate negotiation of client legal agreements, and execute plans with governance and reporting
• Actively mitigate and manage project risk, coordinate timely resolution of issues, and manage scope containment and change management
• Motivate and manage virtual teams, execute post-implementation reviews, and prioritize, track, and report on all projects in the pipeline
• Ensure compliance with all controls and procedures, own project communication to stakeholders, and deliver high levels of client satisfaction
• Manage single or multiple resources, allocate resources effectively, serve as escalation contact, and mentor junior staff
• Contribute strategies for excellent fund manager experience, drive process improvement, and proactively lead team and department-wide initiatives

Skills

Project management

Program management

Client-facing delivery

Communication skills

Leadership

Risk management

Stakeholder management

Negotiation

Relationship management

Strategic planning

Education

Bachelor’s degree

Job description

Join a team where your expertise in project management and client solutions shapes the future of Securities Services. At JPMorgan Chase, you’ll work with a diverse client base and lead complex projects that make a difference for our clients and the firm.

As a Client Solutions Vice President you will own the planning, execution, and delivery of client implementations. You’ll manage events of moderate complexity, covering a wide range of Securities Services products and working with stakeholders across Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span single product implementations to complex, multi-entity deals, ensuring high levels of client satisfaction and operational excellence.

Job responsibilities

• Lead execution of onboarding projects, managing resources across multiple locations and disciplines
• Drive requirements gathering, propose and influence target solutions for fund managers and clients
• Ensure requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions
• Develop and manage project delivery plans, facilitate negotiation of client legal agreements, and execute plans with robust governance and reporting
• Actively mitigate and manage project risk, coordinate timely resolution of issues, and manage scope containment and change management
• Motivate and manage virtual teams, execute post-implementation reviews, and prioritize, track, and report on all projects in the pipeline
• Ensure compliance with all controls and procedures, own project communication to stakeholders, and deliver high levels of client satisfaction
• Manage single or multiple resources, allocate resources effectively, serve as escalation contact, and mentor junior staff
• Contribute strategies for excellent fund manager experience, drive process improvement, and proactively lead team and department-wide initiatives

Required qualifications, capabilities, and skills

• Working knowledge of multiple Securities Services products (Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, Data Analytics)
• Project and program management skills
• Customer-centric thinking and strategic planning
• Highly structured and methodical execution
• Clear, articulate, and concise verbal and written communication
• Strong presentation and interpersonal communication skills
• Negotiation and persuasion skills
• Proven ability to influence and collaborate with multiple internal disciplines
• Keen eye for identifying and resolving risks, ability to remove ambiguity from projects
• Relationship management skills, reputation for integrity, intelligence, and problem solving
• Coaching, feedback, risk assessment, and resource planning
• Bachelor’s degree
• 5-10 years in Financial Services, particularly Securities Servicing Industry
• 3+ years in a client-facing project management role or commensurate experience

Preferred qualifications, capabilities, and skills

• Other relevant skills that are not mandatory