JPMorganChase Logo

JPMorganChase

Client Onboarding Transfer Vice President

Posted 7 Hours Ago
Be an Early Applicant
Hybrid
Chicago, IL
Senior level
Hybrid
Chicago, IL
Senior level
Lead the implementation of treasury products for clients at JP Morgan Chase, ensuring smooth onboarding, managing risks, and building stakeholder relationships.
The summary above was generated by AI
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 within the Commercial and Investment Bank, 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
  • 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.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (10%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Top Skills

Data Literacy
Technology

Similar Jobs at JPMorganChase

7 Hours Ago
Hybrid
Chicago, IL, USA
Mid level
Mid level
Financial Services
Manage complex technical implementations of commercial card products for JP Morgan Chase clients globally, ensuring client satisfaction and ownership of the implementation experience.
Top Skills: Collaboration TechnologiesMicrosoft Office SuiteZoom
7 Hours Ago
Hybrid
Chicago, IL, USA
Senior level
Senior level
Financial Services
Manage COS senior leadership communication, prepare executive presentations, drive business initiatives, and lead a team of analysts while ensuring alignment with strategic goals.
Top Skills: ExcelPowerPointSharepointTeams
7 Hours Ago
Hybrid
Chicago, IL, USA
Senior level
Senior level
Financial Services
Lead the Wholesale Lending Reporting Control team, improving reporting, managing regulatory compliance, and leveraging advanced technologies for efficiency. Responsibilities include validating disclosures, supporting audit teams, and overseeing external reporting processes.
Top Skills: AlteryxAws DatabricksSQLTableau

What you need to know about the Chennai Tech Scene

To locals, it's no secret that South India is leading the charge in big data infrastructure. While the environmental impact of data centers has long been a concern, emerging hubs like Chennai are favored by companies seeking ready access to renewable energy resources, which provide more sustainable and cost-effective solutions. As a result, Chennai, along with neighboring Bengaluru and Hyderabad, is poised for significant growth, with a projected 65 percent increase in data center capacity over the next decade.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account