at JPMorgan Chase in Chicago, Illinois, United States
Job Description
CB Client Onboarding – Transition Manager (VP)
Role Summary:
The Client Implementations team is responsible for driving and coordinating all aspects of the setup of custom Treasury and Banking services to ensure a best-in-class experience with our clients. Lead a project team that provides support for the implementation of Treasury and Banking products and services. Gather and provide data and feedback to internal business partners and ensure project management tools are developed and published. Assist in the training and roll out of the product to the clients.
Job Responsibilities:
+ Manage client and partner expectations and understanding
+ Exhibit ownership of implementations experience and client satisfaction
+ Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
+ Work with partners in Operations and Product Management to streamline processes
+ Diligent awareness of business risk and ownership of issues when they arise
+ Some travel required (20%) to visit clients and internal partners
Ultimately, you’ll be expected to own our Client’s Onboarding experience, end-to-end. This includes:
+ Representing us as the client facing, contact responsible for a successful end-to-end client experience during complex treasury product implementations with Commercial Banking clients around the world
+ Manage client and internal partner expectations with consultative advice regarding technical aspects of treasury solutions including – RFP responses, clients presentations and client visits
+ Scope client requests and translate business requirements into detailed technical specifications for treasury services
+ Use of MS Office tools to document scope, meeting agendas and minutes and project plans
+ Use of workflow tool for status updates and document repository
+ Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations.
+ Demonstrate creative problem solving and judgement
+ Empowerment to escalate when support is needed to remove obstacles to success
Required Qualifications, capabilities, and skills:
+ Comprehensive knowledge of Treasury Services
+ BS/BA and 6+ years of relevant experience
+ Experience in coaching or mentoring employees and proven ability to successfully manage conflict
+ Experience in risk awareness and skills to develop and ensure quality program set ups
+ Excellent verbal, written, interpersonal, and organizational skills
+ Strong presentation and negotiating skills
+ Strategic thinker with the ability to manage conflict
+ Demonstrated team building skills and ability to work in a team environment
+ Experienced in managing conflict and adapting to change
Preferred qualifications, capabilities, and skills:
+ Prior project management or senior project management experience
+ Knowledge of the Risk and Control Self-Assessment framework and testing
+ Ability to provide quantifiable management reporting
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
+ Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
+ Help the community through expansive volunteer opportunities
+ Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Final Job Grade and officer title will be determined at time of offer, and may differ from this posting.
JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Irvine,CA $95,500.00 – $153,000.00 / year
