VP, Client Transition Team Lead

The Client Transition Team is responsible for driving and coordinating all aspects of complex treasury and banking services to ensure a best-in-class implementation experience is provided to clients in the Commercial Bank. Client Transition is a specialized implementation team that is provided to clients as an extra implementation resource and thought of as an extension of the client’s staff. 

The team assists with up-front solutioning of both domestic and international new business to the bank and driving complex, Treasury Services Implementations from end-to-end. The Client Transition Team Lead is responsible for leading and managing a highly skilled team of individuals that manage complex, treasury services implementations for domestic and international based clients. The Client Transition Team Leads are responsible for setting team strategy, partnering with internal functions (sales, product and service), and continually improving the implementation processes and client experience. You will gather and provide data and feedback to internal business partners and ensure the team delivers.

Job Responsibilities

• Ensure team operates effectively by adhering to implementation methodology and policies; manage team capacity and proactively manage expenses
• Maintain a client first culture among the team through open dialogue, encouragement of feedback and attracting and/or retaining superior talent
• Manage client and partner expectations and understanding throughout the implementation process 
• Manage team performance through coaching and development of individuals. 
• Support client escalations effectively with a clear path to resolution.
• Work with partners in Sales, Operations and Product to streamline processes
• Identify instances of business risk and show ownership of issues when they arise 
• Exhibit ownership of onboarding experience and client satisfaction
• Foster a culture of teamwork by building and maintaining strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
• Develop, scope and execute on internal initiatives as assigned and provide diligent awareness of business risk and ownership of issues when they arise
• Utilize management reports and metrics to ensure success in meeting the team’s objectives and overseeing employee team adherence to policy and procedures
• Some travel required to join in person client pitches, meetings, or trainings (~40%)

Required Qualifications, capabilities, and skills

• Comprehensive knowledge of Treasury Services for domestic and international Treasury Services
• Strong background in technical integrations (file formats and connectivity)
• Bachelor of Arts /Bachelor of Science degree and 6+ years of relevant experience
• Experience in coaching or mentoring employees and proven ability to successfully manage conflict
• Experience in risk awareness and skills to develop and ensure quality program set ups
• Excellent interpersonal, organizational, verbal and written communications along with strong presentation and negotiating skills 
• Strategic thinking with the ability to adapt to change 
• Demonstrated team building skills and ability to work in a team environment along with experience in building teams 

Preferred qualifications, capabilities, and skills

• Bachelor of Arts/Bachelor of Science degree
• Passion for learning new operating models, technologies, and industry trends
• Accuracy and Attention to Detail
• Ability to manage multiple priorities and effective prioritization of time

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth. 

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (40%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

JPMorgan Chase & Co., 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