Chase · 1 day ago
Client Onboarding Implementation Vice President
4201 Congress St, Charlotte, NC, 28209, US
Full-time
Onsite
Mid, Senior Level
$96K/yr - $153K/yr
7+ years expJPMorgan Chase is one of the oldest financial institutions, and they are seeking a Client Onboarding Vice President to lead treasury product implementations for global clients. The role involves ensuring seamless onboarding experiences, managing risk, and fostering strong relationships within a diverse team.
BankingFinancial Services
No H1B
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
Qualification
Required
Minimum 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
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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