Technical Implementation Manager II

JPMorganChase; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase seeks an experienced Client Onboarding and Product Implementation Associate to guide treasury product implementation for new and existing clients as they transition to the Chase platform. You will lead onboarding, manage timelines, and collaborate with cross-functional partners to deliver a seamless banking experience.

Your role emphasizes strong client relationships, effective communication, and innovative problem-solving to ensure smooth transitions and ongoing client

Qualifications

• 3+ years of experience managing and executing strategic initiatives.
• Proven ability to lead client onboarding processes, transitioning clients to new banking platforms.
• Technical project management experience in a dynamic client-facing environment.
• Strong communication skills with the ability to partner and influence others towards a common goal.
• Proficiency in data and tech literacy, with a willingness to understand and implement innovation and design thinking techniques.
• Experience in managing client and internal partner expectations, establishing timelines, and managing dependencies.
• Comfort in using technology such as Microsoft Office tools, WebEx, and other collaboration tools for enhanced client discussions.
• Demonstrated ability to build and maintain strong relationships with key partners.
• Experience in coaching or mentoring team members and managing conflict effectively.
• Strategic thinking with the ability to adapt to change.
• Adherence to policy and procedures, meeting or exceeding established Service Level Agreements (SLA).

Responsibilities

• Lead the execution of strategic initiatives to ensure a smooth transition for new and existing clients to the Chase banking platform.
• Own the product implementation process and training experience for assigned clients.
• Knowledge of file formats such as ISO 20022 XML, NACHA, EDI X12, and other flat file formats and understanding of secure file transmissions including encryption and SSH Keys.
• Testing coordination and troubleshooting skills
• Meet and connect with clients and internal stakeholders through Zoom, Email, and other collaborative technologies.
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management.
• Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
• Implement mixed payable solutions and support clients with technical specifications for treasury services.
• Manage client and partner expectations by establishing timelines and dependencies.
• Demonstrate creative problem-solving skills and take ownership of issues when they arise and ensure adherence to policy and procedures, maintaining high standards of anti-fraud awareness.
• Collaborate with a diverse and innovative global team, contributing to a culture of inclusion and growth.

Skills

Client onboarding

Technical project management

Communication skills

Data literacy

Relationship building

Change adaptation

Policy & SLA adherence

Education

Bachelor's degree

Tools

Microsoft Office

WebEx

Job description

Job Description

Are you ready to make a significant impact by leading and managing treasury product implementation processes for new and existing clients as they transition to the Chase banking platform? Join us at JP Morgan Chase and be part of a diverse and innovative global organization that offers endless opportunities for growth and development. As a Client Onboarding and Product Implementation Associate, you will play a pivotal role in shaping our clients' first experiences with us, ensuring a seamless transition and fostering strong relationships from the very first interaction. Together, we will drive satisfaction and success in a dynamic global environment. As a Technical Client Implementation Associate within the Commercial and Investment Bank, you will lead the charge in delivering exceptional onboarding experiences. You will be at the forefront of shaping our clients' first interactions with us, ensuring a seamless transition and fostering strong relationships. Your role is crucial in driving satisfaction and success, and you will be part of a diverse and innovative team that values growth and development. Together, we will create a dynamic and collaborative environment that supports our clients and our community.

Job Responsibilities

• Lead the execution of strategic initiatives to ensure a smooth transition for new and existing clients to the Chase banking platform.
• Own the product implementation process and training experience for your assigned clients.
• Knowledge of file formats such as ISO 20022 XML, NACHA, EDI X12, and other flat file formats and understanding of secure file transmissions including encryption and SSH Keys.
• Testing coordination and troubleshooting skills
• Meet and connect with clients and internal stakeholders through Zoom, Email, and other collaborative technologies.
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management.
• Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
• Implement mixed payable solutions and support clients with technical specifications for treasury services.
• Manage client and partner expectations by establishing timelines and dependencies.
• Demonstrate creative problem-solving skills and take ownership of issues when they arise and ensure adherence to policy and procedures, maintaining high standards of anti-fraud awareness.
• Collaborate with a diverse and innovative global team, contributing to a culture of inclusion and growth.

Required Qualifications, Capabilities, And Skills

• 3+ years of experience in managing and executing strategic initiatives in a professional field.
• Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
• Technical project management experience in a dynamic client-facing environment.
• Strong communication skills with the ability to partner and influence others towards a common goal.
• Proficiency in data and tech literacy, with a willingness to understand and implement innovation and design thinking techniques.
• Experience in managing client and internal partner expectations, establishing timelines, and managing dependencies.
• Comfort in using technology such as Microsoft Office tools, WebEx, and other collaboration tools for enhanced client discussions.
• Demonstrated ability to build and maintain strong relationships with key partners.
• Experience in coaching or mentoring team members and managing conflict effectively.
• Strategic thinking with the ability to adapt to change.
• Adherence to policy and procedures, meeting or exceeding established Service Level Agreements (SLA).

Preferred Qualifications, Capabilities, And Skills

• Bachelor of Science or Bachelor of Arts Degree.
• Passion for learning new operating models, technologies, and industry trends.
• Technical client consulting experience to support technical roles.
• Ability to clearly communicate, partner, and influence, leading others to a common goal.
• Due recognition for professional qualifications attained from reputable training institutes or professional bodies.

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