Client Documentation Lead, Vice President

Posted 5 Days Ago
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Philippines
7+ Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As the Utilities Integration Lead, you will manage the migration process, collaborating with Operations and client teams to enhance workflows, implement changes, and ensure high-quality services. Your role involves leading project updates, training, and making process improvement recommendations based on operational goals and team performance.
Summary Generated by Built In

Job Description
The Commercial Banking Middle Office Utilities team is expanding to take on additional functions into the team. We will need a single point of contact who will lead the integrations, perform the necessary assessment to the processes being migrated, identify opportunity areas and reviewing volume and capacity plans to ensure a seamless transition of the processes. Take this opportunity and lead the Commercial Banking Middle Office Utilities Team.
Job Summary:
As a Utilities Integration Lead within our Middle Office, you will have the opportunity to work closely with Operations teams to ensure a seamless migration process. In this role, you will be instrumental in suggesting improvements to procedures and workflows to enhance quality and productivity. You will have the chance to understand different client segments and apply unique servicing approaches based on their knowledge level. This role offers you the chance to make a significant impact on our operations and client satisfaction.
Job Responsibilities:

  • Own the migration process as well as managing changes that impact systems and processes, which include facing off with key stakeholders: Solutions, Operations, Tech and Product, providing regular updates to the program, ownership and delivery of the end-to-end set-ups required to implement the project, and process training, team cascade and hand-off to BAU.
  • Develop a good working knowledge of the new processes being integrated as well as existing process.
  • Define how the processes will change based on the integration approach.
  • Partner with product and internal CIB colleagues to effectively address any project-related concerns.
  • Propose and implement procedure changes to deliver responses to customers, organizes workflow and processing activities, and ensures resource allocation.
  • Make recommendations on process improvements and provides guidance on more complex operating procedures.
  • Participate in the development of goals and execution of strategies within a department
  • Lead the team meetings and brings issues to the attention of senior managers.
  • Review reports and scorecards to gauge health of KRIs and KPIs. Assists in preparation of operational plans.
  • Provide coaching and guidance to direct reports on the various projects that they are managing as well for their own personal development.


Required qualifications, capabilities, and skills:

  • Graduate of a bachelor's degree with at least 6 years of relevant experience in process management and team management
  • Excellent organization & time management skills. Should exercise good judgment in prioritizing client deliverables
  • Extremely client-focused and result-oriented in approach
  • Quick learner and should possess excellent analytical skills
  • Excellent people management skills and engagement
  • Effective communication, negotiation & conflict handling
  • Ability to understand the big picture and think out of the box to resolve client problems
  • Keen attention to detail and ability to understand complex processes.


Preferred qualifications, capabilities, and skills:

  • Knowledge on treasury processes will be an added advantage


About Us
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 a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
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Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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