Client Onboarding

Job Description

Job Description

J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.

As the Vice President in the Client Onboarding team, you will manage production implementations of new and existing businesses for our top clients. Your role involves collaborating with clients, coverage, and product teams to implement large-scale onboarding projects, focusing on integrating clients&apos payments and receivables systems with the bank&aposs processing systems through file-based and API integrations.grations.

Job Responsibilities

- Manage a small team, including HR, development, work allocation, training, and escalations.
- Serve as the client-facing, single-point-of-contact for end-to-end client experience and satisfaction during product implementations.
- Oversee multi-jurisdiction client onboarding and product & service implementations.
- Collaborate with clients and coverage teams to develop and execute implementation plans using project management principles.
- Ensure adherence to policy, procedures, and domestic regulatory requirements.
- Identify, escalate, and resolve risks and issues to closure.
- Liaise with local Compliance, Legal, and Product teams as required.
- Lead and coordinate strategic business initiatives as a Subject Matter Expert or Project Manager.

Required Qualifications, Capabilities And Skills

- At least 12 years of industry experience in an implementation function, including client-facing roles within the banking space.
- Experience leading and managing teams, including development and HR oversight, with a BE/MS degree.
- Technical client consulting experience with ISO 20022 or EDI message formats and XML.
- Proven capability of applying project management methodology to develop and execute implementation plans for complex, strategic change programs.
- Exhibits executive presence with the ability to manage stakeholder expectations at various levels and communicate effectively and clearly.
- Ability to map and document progress of complex workflows.
- Proficient in Microsoft Office Suite.

Preferred Qualifications, Capabilities And Skills

- Cash Management and Treasury Services product experience and knowledge.
- Previous direct external client interaction experience.
- Industry certifications such as CTP or PMI.
- Prior consulting experience.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the worlds 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 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.

About The Team

J.P. Morgans Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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