Current jobs related to Vice President, Onboarding for Client Operations - Boston, Massachusetts - JPMorganChase

  • Executive Vice President of Operations

    16 hours ago

    Boston, Massachusetts, United States Heirloom Full time $150,000 - $250,000 per year

    About HeirloomHeirloom exists to connect people to places and to each other. We design, build, and operate beautiful spaces that redefine what it feels like to travel as a group. With roots in New Orleans and a growing presence in more than a dozen destinations nationwide, Heirloom blends the warmth of hospitality with the power of technology to create...

  • Executive Vice President of Operations

    5 days ago

    Boston, Massachusetts, United States Glaser Property Management Inc Full time $120,000 - $180,000 per year

    About HeirloomHeirloom exists to connect people to places and to each other. We design, build, and operate beautiful spaces that redefine what it feels like to travel as a group. With roots in New Orleans and a growing presence in more than a dozen destinations nationwide, Heirloom blends the warmth of hospitality with the power of technology to create...

  • Vice President Medical Affairs

    1 day ago

    Boston, Massachusetts, United States Vivid Resourcing Full time

    Vice President of Medical AffairsLocation:Boston, MADepartment:Medical AffairsReports To:Chief Executive Officer (CEO) or Chief Medical Officer (CMO)Type:Full-time, PermanentPosition Summary:We are seeking an experienced and visionary Vice President of Medical Affairs to lead and advance our medical strategy and clinical operations in the Boston region. This...

  • Vice President of Strategic Communications

    3 days ago

    Boston, Massachusetts, United States PINE STREET INN INC Full time $160,000 - $180,000

     Vice President of Strategic CommunicationsFor over 55 years, Pine Street Inn has served as a lifeline for individuals experiencing homelessness in Boston and beyond. As the largest organization of its kind in New England, Pine Street Inn delivers a comprehensive array of services, including emergency shelter, street outreach, workforce development, and...

  • Vice President of Development

    5 days ago

    Boston, Massachusetts, United States Planned Parenthood League of Massachusetts Full time $150,000 per year

    Planned Parenthood League of Massachusetts (PPLM) has a simple mission: Care. No Matter What. PPLM has been a leader in promoting sexual health for more than 90 years and we strongly believe that all people deserve care no matter who they are, where they live, or who they love. As the state's leading provider of sexual and reproductive health services, we...

  • Vice President, Restructuring

    5 days ago

    Boston, Massachusetts, United States G2 Capital Advisors Full time $120,000 - $200,000 per year

    About G2G2 Capital Advisors ) is a multi-product, sector-focused investment bank and financial advisory firm. Founded on the belief that middle-market advisory firms can do more, G2 partners with clients to navigate opportunities for growth, address operational or financial challenges, and execute complex capital markets transactions. What sets us apart?...

  • Vice President, Disability& Refugee Services

    4 days ago

    Boston, Massachusetts, United States JVS Boston Full time $120,000 - $180,000 per year

    JVS is a non-profit, non-sectarian agency. Our mission is to empower individuals from diverse communities to find employment, build careers, and partner with employers to hire, develop, and retain productive workforces.JVS provides a broad range of services, including adult education, skills training, job readiness training, job placement and support, and...

  • Vice President, Talent

    5 days ago

    Boston, Massachusetts, United States PTS Advance Full time $200,000 - $250,000 per year

    VP, TalentThe RoleAt Moderna, our People Platform defines how we build our organization, shape the employee experience, and enable our people to change the future of medicine through mRNA. The Vice President, Talent will lead our enterprise-wide strategy acrossLearning, Talent Management, and Talent Acquisition, ensuring Moderna's culture, leadership, and...

  • Vice President, Finance and Operations

    3 days ago

    Boston, Massachusetts, United States The Luminos Fund Full time $120,000 - $250,000 per year

    Overview: The Luminos Fund, a fast-growing international nonprofit bringing education opportunities to the world's most vulnerable children, seeks an experienced and strategic leader to serve as its next Vice President of Finance and Operations. This mission-critical role will oversee the organization's finance, accounting, human resources, IT, audit and...

  • Vice President, Counsel

    5 days ago

    Boston, Massachusetts, United States Natixis Investment Managers Full time $200,000 - $250,000 per year

    As Vice President, Counsel - US Regulatory & Banking, you will be responsible for assisting with regulatory, corporate, contractual and other legal matters related to the overall business globally. This position requires a motivated professional, who has strong corporate and financial services regulatory legal experience, preferably in the banking and...

Vice President, Onboarding for Client Operations

2 weeks ago

Boston, Massachusetts, United States JPMorganChase Full time $120,000 - $250,000 per year

Job Description
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.

About Us
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

About The Team
J.P. Morgan's 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.