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Join our team and make a significant impact on our client service teams in JPMorganChase. You'll have the opportunity to grow your career while leveraging your skills in control management and data analysis. Be part of a dynamic team that values innovation and collaboration, and contribute to the firm's operational efficiency and risk mitigation strategies.

As an Onboarding Vice President for Client Operations within JPMorganChase, you will lead and manage the strategic onboarding process for new clients, ensuring seamless integration and exceptional service delivery across multiple work streams. This role requires a strategic thinker with strong leadership, project management skills, and deep knowledge of investment operations including but not limited to IBOR, Reconciliations, Oversight, and Reporting. You collaborate with cross-functional teams to enhance client satisfaction and operational efficiency.

Job responsibilities

+ Lead the strategic onboarding process for new clients, ensuring timely and accurate setup of accounts and Client Operations services across various work streams, including IBOR, Reconciliations, Oversight, and Reporting. Partner with Product, Prod Dev, Technology, Program Management, and Core Operations teams to plan and execute on strategic client onboardings. Focused on Client Operations activities, but also supporting all onboarding activity.

+ Develop and implement onboarding strategies that align with client needs and organizational goals, leveraging best practices across all work streams. Establish governance and oversight models for post go-live that meet client requirements and allow for a fair and accurate measure of service delivery.

+ Utilize your expert knowledge in anti-fraud strategies to detect and prevent fraudulent transactions, safeguarding our clients and the bank from potential financial and reputational damage.

+ Collaborate with Sales, Client Service, Product, and Technology teams to ensure all client requirements are met and integrated seamlessly. I

+ Oversee daily operations related to onboarding, ensuring high-quality service delivery and operational excellence across all work streams. Ensure new/updated service offerings are well thought out and scalable while ensuring roles and responsibilities for Client Operations are appropriate.

+ Identify and implement process improvements to enhance efficiency and reduce risk in areas such as IBOR, Reconciliations, Oversight, and Reporting. Monitor key performance indicators (KPIs) and service level agreements (SLAs) to ensure compliance and performance standards are met.

+ Lead and manage projects related to client onboarding and operational enhancements, ensuring they are delivered on time, within scope, and within budget across all work streams.

+ Develop detailed project plans, allocate resources, and track progress to ensure successful project execution. Facilitate project meetings, communicate project status to stakeholders, and manage project risks and issues effectively.

+ Build and maintain strong relationships with clients, acting as a primary point of contact for operational inquiries and issues across all work streams. Conduct regular reviews with clients to assess satisfaction and identify opportunities for service enhancement. Address and resolve client issues promptly, ensuring a high level of client satisfaction.

+ Lead and mentor a team of professionals, fostering a culture of collaboration, innovation, and continuous improvement across all work streams. Provide training and development opportunities to enhance team skills and knowledge in areas such as IBOR, Reconciliations, Oversight, and Reporting. .

+ Ensure all client operations adhere to regulatory requirements and internal policies across all work streams. Identify potential risks and implement mitigation strategies to safeguard client and company interests. Collaborate with compliance and risk management teams to address any issues or concerns.

Required qualifications, capabilities, and skills

+ 7+ years of experience in investment operations, client services, or a related field, with a focus on strategic onboarding and operational management across multiple work streams.

+ Proven leadership experience with the ability to manage and develop high-performing teams.

+ Proven expertise in implementing anti-fraud strategies to detect and prevent fraudulent transactions in a banking environment.

+ Demonstrated proficiency in strategic planning and process automation, with a track record of enhancing operational efficiency in client service delivery.

+ Advanced skills in conflict management, with experience in resolving complex client issues and complaints.

+ Strong digital literacy with experience in leveraging new/emerging technologies to enhance business operations and client service.

+ Ability to think strategically and drive process improvements.

+ Strong understanding of investment products, services, and industry regulations.

+ Excellent communication, negotiation, and relationship-building skills.

+ Bachelor's degree in Finance, Business Administration, or a related field

Preferred qualifications, capabilities, and skills

+ Extensive experience in the banking or financial services industry, particularly in commercial or investment banking, with strong leadership and team management skills to inspire high performance.

+ Proficient in using banking software, systems, and data analytics tools to drive decision-making and develop effective solutions for complex situations.

+ Focused on continuous improvement, identifying opportunities for process enhancements, and implementing changes to improve client experiences.

+ Ability to apply cultural intelligence to engage effectively with diverse clients and utilize data and tech literacy for innovative solutions.

+ Experience in mentoring team members and leading complex projects across various work streams to achieve client and business goals.

+ MBA or advanced degree preferred.

JPMorganChase, 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 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

Boston,MA $107,350.00 - $171,000.00 / year