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Client Solutions - Client Onboarding Project Manager - Vice President

JPMorgan Chase

Client Solutions - Client Onboarding Project Manager - Vice President

JPMorgan Chase

Tampa, FL, United States, US

·

On-site

·

Full-time

·

2mo ago

Required skills

Project Management

Join a team where your expertise in project management and client solutions shapes the future of Securities Services. At JPMorgan Chase, you’ll work with a diverse client base and lead complex projects that make a difference for our clients and the firm.

As a Client Solutions Vice President you will own the planning, execution, and delivery of client implementations. You’ll manage events of moderate complexity, covering a wide range of Securities Services products and working with stakeholders across Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span single product implementations to complex, multi-entity deals, ensuring high levels of client satisfaction and operational excellence.

Job responsibilities

  • Lead execution of onboarding projects, managing resources across multiple locations and disciplines

  • Drive requirements gathering, propose and influence target solutions for fund managers and clients

  • Ensure requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions

  • Develop and manage project delivery plans, facilitate negotiation of client legal agreements, and execute plans with robust governance and reporting

  • Actively mitigate and manage project risk, coordinate timely resolution of issues, and manage scope containment and change management

  • Motivate and manage virtual teams, execute post-implementation reviews, and prioritize, track, and report on all projects in the pipeline

  • Ensure compliance with all controls and procedures, own project communication to stakeholders, and deliver high levels of client satisfaction

  • Manage single or multiple resources, allocate resources effectively, serve as escalation contact, and mentor junior staff

  • Contribute strategies for excellent fund manager experience, drive process improvement, and proactively lead team and department-wide initiatives

Required qualifications, capabilities, and skills

  • Working knowledge of multiple Securities Services products (Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, Data Analytics)

  • Project and program management skills

  • Customer-centric thinking and strategic planning

  • Highly structured and methodical execution

  • Clear, articulate, and concise verbal and written communication

  • Strong presentation and interpersonal communication skills

  • Negotiation and persuasion skills

  • Proven ability to influence and collaborate with multiple internal disciplines

  • Keen eye for identifying and resolving risks, ability to remove ambiguity from projects

  • Relationship management skills, reputation for integrity, intelligence, and problem solving

  • Coaching, feedback, risk assessment, and resource planning

  • Bachelor’s degree

  • 5-10 years in Financial Services, particularly Securities Servicing Industry

  • 3+ years in a client-facing project management role or commensurate experience

Preferred qualifications, capabilities, and skills

  • Other relevant skills that are not mandatory

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About JPMorgan Chase

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

Employees

New York City

Headquarters

$500B

Valuation

Reviews

3.8

10 reviews

Work-life balance

3.2

Compensation

4.1

Culture

3.8

Career

3.0

Management

2.5

65%

Recommend to a friend

Pros

Good benefits and compensation

Supportive and collaborative environment

Flexible work arrangements

Cons

Long hours and heavy workload

Management issues and lack of direction

High stress during peak times

Salary Ranges

41 data points

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1 reports

$139,000

total per year

Base

$107,000

Stock

-

Bonus

-

$139,000

$139,000

Interview experience

5 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Offer rate

40%

Experience

Positive 20%

Neutral 80%

Negative 0%

Interview process

1

Application Review

2

HireVue Video Interview

3

Recruiter Screen

4

Superday/Panel Interview

5

Final Interview

6

Offer

Common questions

Behavioral/STAR

Technical Knowledge

Culture Fit

Past Experience

Case Study