Commercial Real Estate Client Onboarding Team Manager

Take on a managerial role within our Commercial & Investment Bank, where you'll guide a skilled team dedicated to the implementation of Treasury Products and Services. You'll have the chance to influence team strategy, improve client experiences, and work closely with key internal partners to optimize processes and ensure smooth onboarding. With an emphasis on fostering a client-first culture and nurturing top talent, this role provides a dynamic setting for strategic thinkers eager to make a meaningful impact. Join us and become part of a global organization that values diversity, innovation, and community engagement, offering numerous opportunities for career and personal growth.

As an Onboarding Team Manager within JPMorganChase, you will lead an experienced team, driving the implementation of Treasury Products and Services. Your role is crucial in shaping team strategy, refining the onboarding process, and enhancing the client experience as they transition to the Chase banking platform. You will utilize your advanced risk management skills to maintain the integrity of our operations, while your proficiency in data and tech literacy will enable you to provide valuable feedback to our internal business partners. Your advanced skills in strategic planning, critical thinking, and stakeholder management will be essential in making impactful decisions that extend beyond the short-term. As a manager, you will be expected to exercise sound judgment, manage a diverse team, and be accountable for the quality and professionalism of service delivery within your area of responsibility.

Job responsibilities

• Lead the onboarding team in implementing Treasury Products and Services, ensuring adherence to established methodologies and policies.
• Foster a client-centric culture within the team, managing client and partner expectations throughout the onboarding process.
• Utilize advanced risk management skills to identify potential business risks, taking ownership and providing solutions when issues arise.
• Collaborate with Operations and Product Management to streamline onboarding processes, enhancing the client experience and operational efficiency.
• Drive team performance through individual coaching and development, fostering a culture of teamwork and continuous improvement.

Required qualifications, capabilities, and skills

• Proven leadership and team management skills in a financial services environment, with a focus on client onboarding or treasury services, equivalent to at least 7 years of experience.
• Demonstrated expertise in risk management, with a track record of making sound decisions in line with firm-wide risk management practices and policies.
• Proven ability to influence and establish credibility with stakeholders, with a history of driving mutually beneficial outcomes.
• Advanced proficiency in strategic planning, with experience in defining organizational direction and making resource allocation decisions.
• Strong data and tech literacy, with the ability to interpret models, analyze data, and communicate meaningful insights to drive impact.

Preferred qualifications, capabilities, and skills

• Skilled in managing change initiatives and overseeing project management activities to ensure smooth transitions and timely, successful client onboarding.
• Proficient in delivering clear presentations to communicate onboarding procedures and updates to clients and stakeholders effectively.
• Experienced in mentoring team members to support their development and promote best practices in client onboarding.
• Adept at implementing cybersecurity measures and maintaining anti-fraud awareness to protect client data and safeguard the onboarding process.