Jobs and Careers

Head of Client Lifecycle Management

Valley National Bank

Morristown, United Statesfull_timeVerifiedPosted 14 Apr 2026

About the role

Responsibilities include but are not limited to:

Lead both strategic leadership and hands on execution in the Commercial Services organization by partnering across sales, operations, product, technology, risk, and frontline teams to remove friction, strengthen service delivery and ensure the organization consistently meets or exceeds client expectations.
Drive the execution of high-impact, cross-functional initiatives that strengthen the bank's Commercial Services strategy, such as improvements to commercial onboarding, loan servicing, treasury product implementation, and commercial digital channels.
Own the full Commercial client lifecycle: onboarding, implementation, servicing, issue resolution, retention and expansion.
Assess organizational and operational gaps across Commercial Client Services, including onboarding workflows, service-level performance, integration processes for commercial products, and escalation pathways--leveraging client feedback, operational data, and internal partner insights.
Design and implement scalable solutions that enhance the commercial client lifecycle, such as streamlined onboarding, automated treasury product setup, improved loan servicing processes, and more efficient client support models.
Establish and maintain governance frameworks specific to commercial operations, ensuring risk management, regulatory alignment (e.g., KYC/AML for commercial clients), and accountability for major service and product integration initiatives.
Partner closely with Commercial Banking leadership, Technology, Credit, Operations, Risk, Compliance, and Product teams to ensure alignment, collaboration, and seamless end‑to‑end delivery of commercial services and product integrations.
Monitor industry trends in commercial banking, including advancements in treasury services, commercial digital banking platforms, payments modernization, and service excellence best practices, using these insights to strengthen strategy and maintain a competitive edge.

Qualifications Required Skills:

Improve cross‑functional partner satisfaction and execution velocity.
Sustained high employee engagement and leadership development progress.
Annual adoption of industry best practices and measurable innovation impact.
Demonstrated expertise in defining business gaps, building effective solutions, establishing governance structures, and driving complex program execution.
Exceptional leadership, communication, and stakeholder management skills.
Strong analytical mindset, with the ability to use data to drive decisions and measure results.

Required Experience:

Bachelor's degree in Business, Finance, or related field. Minimum of 10 years of proven experience in senior leadership roles within banking or financial services, with direct accountability for client services, integration, and/or enterprise program management.

Preferred Experience: