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Onboarding Team Manager - Vice President

JP Morgan · Bangalore

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Collected role description

Role overview

Onboarding Team Manager - Vice President at JP Morgan

Lead end-to-end client transfer and migration programs through implementation and stabilization.

Responsibilities

  • Serve as the primary point of contact for clients and internal partners across the program lifecycle.
  • Build trusted relationships with senior treasury, finance, operations, and technology stakeholders.
  • Create implementation strategies, project plans, governance structures, risk mitigation plans, and executive reporting.
  • Orchestrate cross-functional delivery across product, sales, service, operations, technology, risk, compliance, and implementation teams.
  • Facilitate steering committees, governance forums, status meetings, and executive-level discussions.
  • Assess risks, dependencies, and roadblocks; escalate and resolve issues proactively.
  • Manage multiple high-priority client engagements while maintaining controlled execution and deadlines.
  • Influence decision-making across diverse stakeholder groups without direct authority.
  • Contribute to growth opportunities through solution discussions, client presentations, and request for proposal responses.
  • Champion process improvements, automation initiatives, and operational excellence to enhance client experience and scalability.
  • Required qualifications, skills, and capabilities: Bring 13+ years of experience in client onboarding, implementations, treasury services, cash management, account transfers, payments, commercial banking, or financial services operations.
  • Demonstrate experience leading complex client-facing projects and implementations.
  • Apply project management skills to manage multiple priorities and deadlines.
  • Communicate clearly in writing and verbally with clients and internal partners.
  • Influence stakeholders at all levels to drive alignment and decisions.
  • Analyze complex information to support problem solving and decision making.
  • Resolve escalations across cross-functional teams through structured issue management.
  • Operate effectively in a fast-paced, highly regulated environment with strong attention to risk and control.
  • Hold a bachelor’s degree or equivalent practical experience.
  • Support large corporate, middle market, or multinational clients in a client-facing delivery role.
  • Maintain a project management certification such as Project Management Professional, PRINCE2, or Agile.
  • Lead transformation, automation, or digitization initiatives.
  • Apply knowledge of banking operations, regulatory requirements, and risk frameworks.
  • Engage senior client executives and C-suite stakeholders in governance and decision forums.
  • Demonstrated ability to identify opportunities for AI and automation integration within operational workflows, including experience evaluating, implementing, or governing AI-driven solutions to achieve scalable process improvements and strategic objectives.
  • Lead complex client transfers and migrations, delivering seamless onboarding with strong governance and control.

Preferred qualifications and skills

  • Preferred qualifications, skills, and capabilities: Offer experience across treasury services, payments, liquidity, commercial card, receivables, or account services.

Employment details

  • Location: Bengaluru [Karnataka] [India]

Additional role details

  • Make your mark by leading strategic client migrations that accelerate your leadership growth while delivering seamless, well-controlled implementations.
  • As a Client Onboarding Vice President within the Client Transfers team in commercial and investment banking, you lead end-to-end execution of complex client migration and transfer initiatives across Treasury Services products and solutions.
  • You act as a trusted advisor to clients and internal partners by driving disciplined delivery, governance, and stakeholder engagement.
  • You deliver measurable improvements to client experience, cycle times, and operational efficiency while balancing risk and control expectations.
  • Job

Collected experience requirement

13+ years