Client Onboarding Business Manager - Vice President

Location: Chicago, IL, United States

Job Family: Business Management

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.9 trillion and operations worldwide. We operate in more than 60 countries, creating landmark projects that define cities and redefine cultures. In the Corporate & Investment Bank (CIB), we provide strategic advisory, capital raising, sales and trading, and corporate banking solutions to preeminent global clients. The Client Onboarding and Service team plays a critical role in ensuring seamless integration of new clients into our ecosystem, driving efficiency and satisfaction. As a Client Onboarding Business Manager - Vice President in Chicago, IL, you will support the business management function by leading executive communications, advanced reporting, and key strategic initiatives that enhance our client onboarding capabilities within the financial services industry. In this pivotal role, you will collaborate closely with senior executives to craft compelling narratives around business performance and strategic priorities. Responsibilities include developing insightful reports using tools like Tableau and Excel to track onboarding metrics, such as time-to-onboard and compliance adherence rates, tailored to JPMorgan's rigorous standards. You will spearhead initiatives to optimize processes, leveraging your expertise in financial regulations like KYC/AML to mitigate risks and improve client experiences. This position demands a strategic mindset to align team efforts with broader CIB objectives, fostering innovation in a dynamic environment where client needs evolve rapidly. The ideal candidate thrives in a collaborative, high-stakes setting, bringing deep industry knowledge to drive measurable outcomes. You will mentor junior team members, facilitate cross-functional partnerships with Technology and Compliance groups, and contribute to the firm's culture of excellence. At JPMorgan Chase, we value diverse perspectives and offer unparalleled opportunities for growth in one of the world's most influential financial institutions. Join us to shape the future of client onboarding and make a lasting impact on global finance.

Key Responsibilities

• Develop and deliver executive-level communications and presentations on client onboarding strategies and performance
• Oversee the creation of comprehensive reporting dashboards for business metrics, including KPIs for onboarding efficiency and client satisfaction
• Lead strategic initiatives to enhance client onboarding processes, collaborating with cross-functional teams across Operations, Compliance, and Technology
• Manage stakeholder relationships with senior leadership to align business management objectives with firm-wide goals
• Identify and implement process improvements to streamline client onboarding in compliance with regulatory standards
• Conduct risk assessments and ensure adherence to JPMorgan's policies in client service delivery
• Support budget planning and resource allocation for the Client Onboarding and Service team
• Facilitate training and development programs for team members on best practices in financial services onboarding
• Monitor industry trends and recommend innovative solutions to maintain competitive edge in client services
• Coordinate with global teams to ensure seamless onboarding for international clients

Required Qualifications

• Bachelor's degree in Business, Finance, or a related field
• Minimum of 7-10 years of experience in business management, client onboarding, or financial services operations
• Proven track record in supporting executive-level communications and strategic initiatives within a large financial institution
• Strong understanding of regulatory requirements in client onboarding for investment banking and asset management
• Experience in data analysis and reporting for business performance metrics
• Ability to manage cross-functional teams in a high-pressure environment
• Proficiency in Microsoft Office Suite and financial software tools

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Prior experience at a major financial institution like JP Morgan Chase
• Knowledge of JPMorgan's internal systems such as client onboarding platforms and CRM tools
• Certification in project management (e.g., PMP) or financial services (e.g., CFA Level I)
• Experience leading digital transformation initiatives in client services

Required Skills

• Executive communication and presentation skills
• Strategic planning and initiative management
• Data analysis and reporting proficiency
• Regulatory compliance knowledge in financial services
• Project management expertise
• Stakeholder engagement and relationship building
• Process optimization and efficiency improvement
• Risk assessment and mitigation
• Leadership and team collaboration
• Proficiency in Excel, PowerPoint, and Tableau for reporting
• Understanding of client onboarding workflows
• Financial modeling and budgeting skills
• Adaptability in a fast-paced banking environment
• Problem-solving and critical thinking
• Attention to detail in high-stakes financial operations

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through JPMorgan's internal training programs
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at Chicago office
• Flexible work arrangements and hybrid work options

JP Morgan Chase is an equal opportunity employer.