Treasury Implementation VP: Client Onboarding & Tech

JPMorgan Chase & Co.

Chicago (IL)

On-site

USD 96,000 - 153,000

Full time

7 days ago
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Job summary

JPMorgan Chase & Co. seeks an Implementational Vice President in Chicago to lead complex treasury product implementations for global clients. You will drive onboarding, tailor solutions, and build client relationships in a fast-paced, collaborative team.

Your leadership will shape project plans, coordinate with Relationship Management, Sales, Service, Operations, and Product Management, and ensure successful delivery with risk-aware practices. On-site role with travel as needed.

Qualifications

  • 7+ years of experience in implementing treasury products or similar financial services.
  • Proven track record in risk management and implementing mitigation strategies.
  • Demonstrated ability in strategic planning and resource allocation.
  • Advanced proficiency in data and tech literacy, including model interpretation.
  • Strong skills in stakeholder management, relationship building, and ability to communicate, partner, and influence effectively.
  • Technical project management experience in a client-facing environment.
  • Comfort using technology such as WebEx, Zoom, and other collaboration tools.

Responsibilities

  • Lead the implementation and training experience for assigned clients, ensuring a smooth onboarding process.
  • Connect with clients through Zoom, Email, and other collaborative technologies.
  • Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management.
  • Manage client and partner expectations throughout the implementation process.
  • Implement mixed payable solutions and support clients with file mapping exercises.
  • Collaborate with Operations and Product Management to streamline processes.
  • Identify and manage business risks, showing ownership of issues.
  • Translate client requests into detailed technical specifications for treasury services.
  • Document meeting agendas, minutes, and project plans using Microsoft Office tools.
  • Demonstrate creative problem-solving and elevate issues when necessary.
  • Manage conflicts and facilitate discussions to create optimal solutions.

Skills

Treasury implementations
Risk management
Strategic planning
Data literacy
Stakeholder management
Project management
Communication
AI integration

Education

Bachelor's degree

Tools

WebEx
Zoom
Collaboration tools

Job description

JPMorgan Chase & Co. seeks an Implementational Vice President in Chicago to lead complex treasury product implementations for global clients. You will drive onboarding, tailor solutions, and build client relationships in a fast-paced, collaborative team.

Your leadership will shape project plans, coordinate with Relationship Management, Sales, Service, Operations, and Product Management, and ensure successful delivery with risk-aware practices. On-site role with travel as needed.

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