Onboarding Team Manager - Vice President
JPMorgan Chase · Posted Oct 19
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Client Transfers team within JPMorgan Chase's commercial and investment banking business supports complex client migration and transfer initiatives across Treasury Services products and solutions. The role leads end-to-end execution of these programs, driving disciplined delivery, governance, and stakeholder engagement. It focuses on improving client experience, cycle times, and operational efficiency while balancing risk and control expectations.
What you will do
- Lead end-to-end client transfer and migration programs through implementation and stabilization.
- Serve as the primary point of contact for clients and internal partners across the program lifecycle.
- Build trusted relationships with senior treasury, finance, operations, and technology stakeholders.
- Create implementation strategies, project plans, governance structures, risk mitigation plans, and executive reporting.
- Orchestrate cross-functional delivery across product, sales, service, operations, technology, risk, compliance, and implementation teams.
- Facilitate steering committees, governance forums, status meetings, and executive-level discussions.
- Assess risks, dependencies, and roadblocks; escalate and resolve issues proactively.
- Manage multiple high-priority client engagements while maintaining controlled execution and deadlines.
- Influence decision-making across diverse stakeholder groups without direct authority.
- Contribute to growth opportunities through solution discussions, client presentations, and request for proposal responses.
- Champion process improvements, automation initiatives, and operational excellence to enhance client experience and scalability.
Skills used in this role
What the employer is looking for
- Bring 13+ years of experience in client onboarding, implementations, treasury services, cash management, account transfers, payments, commercial banking, or financial services operations.
- Demonstrate experience leading complex client-facing projects and implementations.
- Apply project management skills to manage multiple priorities and deadlines.
- Communicate clearly in writing and verbally with clients and internal partners.
- Influence stakeholders at all levels to drive alignment and decisions.
- Analyze complex information to support problem solving and decision making.
- Resolve escalations across cross-functional teams through structured issue management.
- Operate effectively in a fast-paced, highly regulated environment with strong attention to risk and control.
- Hold a bachelor’s degree or equivalent practical experience.
Preferred qualifications
- Offer experience across treasury services, payments, liquidity, commercial card, receivables, or account services.
- Support large corporate, middle market, or multinational clients in a client-facing delivery role.
- Maintain a project management certification such as Project Management Professional, PRINCE2, or Agile.
- Lead transformation, automation, or digitization initiatives.
- Apply knowledge of banking operations, regulatory requirements, and risk frameworks.
- Engage senior client executives and C-suite stakeholders in governance and decision forums.
- Demonstrated ability to identify opportunities for AI and automation integration within operational workflows, including experience evaluating, implementing, or governing AI-driven solutions to achieve scalable process improvements and strategic objectives.
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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