CIB - CAS IMOS Client Implementation Lead – VP – Bournemouth

JP Morgan

Location: Dorset

Job Type: Full time


CAS IMOS Client Implementation Lead – VP – Bournemouth

As a community of 8,500 Operations professionals within Digital & Platform Services, our vision is to deliver world class operational and data services to the CIB Businesses we support. We embrace a culture of continuous learning, love telling stories with data, and are passionate about experimenting with the latest digital tools and techniques. Operating in a highly regulated and controlled environment, we are constantly striving to strengthen our resilience and reduce our operational risk.

Securities Operations

Securities Operations supports Liquidity & Trading Services, comprised of Liquidity Management, Agent Lending, Depositary Receipts and Collateral Management businesses.

Job Description

The Client Account Services (“CAS”) support account opening and maintenance activities for Securities Services clients. CAS is central function within Securities Services Operations and works with a wide range of internal partners including Middle Office, Funds Services Operations , Securities Operations and others to support both our LOBs and external clients.

CAS includes the following functions with employees located in Bengaluru, Bournemouth, Brooklyn, Hong Kong, Houston, Hyderabad, Jersey City, London, Mumbai, Newark, Plano, Singapore, Sydney, Taguig City, Tampa, and Tokyo.

The Client Account Services (CAS) New Client Onboarding team is responsible for account reference data readiness for Middle Office clients. The team is seeking employees who will have responsibility for the customer journey through the implementation of new clients, specifically the large, complex clients. The Implementation Manager is responsible for the management of simultaneous complex, large scale projects with regular executive level updates and reporting.

Project scope encompasses articulating reference data requirements, mobilizing and leading cross functional teams to enable account setup processes across the supporting ecosystem, overseeing testing operational readiness. The role will also lead engagement with clients to enable effective account management support

Core Responsibilities:

  • Identify, execute and lead large scale client onboarding solutions focused on end to end ownership of the client reference data experience
    • Lead collaboration with cross functional teams to develop and execute implementation project plans, establishing clear expectations and providing transparency of timelines using project management principles and practices
    • Create, update and store Issue Log, Statement of Work (SOW), meeting agendas/minutes, and any other require artifacts.
    • Ensure deal deliverables are met and hold task owners accountable by managing implementation issues, escalations and error resolution
    • Manage and coordinate client and internal partner communication and status updates, including senior stakeholders
    • Demonstrate creative problem solving and solid judgment/decision making
    • Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
    • Ownership, escalation and resolution of risk issues when they occur in a timely manner
    • Demonstrate strong controls and risk management as we manage the change to the client and to Chase.
  • Primary point-of-contact responsible for the end-to-end client experience and satisfaction
    • Coordinate and drive recurring status calls with the client and internal partners
    • Manage clear expectations and understanding, internally and externally with the client by establishing clear timelines and managing documentation requirements
    • Exhibit ownership of on-boarding experience and client satisfaction
    • Partner with clients asking the necessary questions to understand their level of knowledge and their processing model ensuring it fits the proposed solution
  • Day to day responsibilities
    • Host team calls, internally and externally to drive implementation deliverables and issue management
    • Update project tracking tool ensuring updates are clear, concise, and audience specific
    • Keep project plan and Risk/Issues log updated
    • Provide project updates in a timely and accurate manner, ensuring stakeholders and business leaders receive an accurate and concise status of each project
    • Ensure all projects are properly delivered and transitioned successfully to production owners

Required Qualifications:

  • Strong leader combined with demonstrated experience in structuring and managing projects with competing resources, priorities and changing workflows
  • Excellent interpersonal, influencing, communication and partnership skills
  • Ability to anticipate, analyze and create data to provide holistic insights and creative, visual story telling
  • Expert level abilities in Microsoft Office Suite
  • Time management and organizational skills
  • Strong verbal and written communication skills
  • Strong presentation and negotiating skills
You’ve got this!