Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Onboarding & Documentation Business Manager - Senior Associate

J.P. Morgan

Join our dynamic team where you’ll help shape the future of Commercial & Investment Bank (CIB) operations. You’ll collaborate with senior leaders and partners across multiple functions, using your analytical skills to drive impactful business decisions and support high-profile transformation efforts. As a Senior Associate in Finance & Business Management (F&BM) for the Client Onboarding & Documentation team, you will play a pivotal role in supporting major initiatives and AI for Operations projects. You’ll provide thought leadership, develop business cases, and deliver data-driven insights that empower senior management to achieve strategic objectives. Our team values collaboration, innovation, and transparency, making your contributions essential to optimizing business performance and driving transformation. Job Responsibilities Partner with senior leaders to develop product investment business cases and KPIs for transformation efforts. Utilize large and complex datasets to conduct portfolio analyses and drive investment opportunities. Analyze and monitor operational throughput to identify efficiency opportunities. Provide quantitative and qualitative analysis to support optimization decisions. Assess KPI trends and create impactful analysis to assist in developing business strategy. Lead data-driven analyses to provide transparency and enable decision-making. Structure complex problems into simple, easy-to-understand frameworks. Design management reporting packages to communicate business results transparently. Create executive-level presentations using PowerPoint PitchPro+. Communicate directly and effectively with all levels of the organization. Collaborate and partner with peers across business and staff areas to achieve goals. Required Qualifications, Capabilities, and Skills Bachelor’s degree. Minimum 5 years of experience in financial data analysis and storytelling. Strong PowerPoint, Excel, and Word skills. Ability to work collaboratively and develop strong partnerships at multiple levels. Strong presentation skills and ability to communicate initiatives effectively. Strong verbal and written communication skills. Ability to produce results in a fast-paced environment. Ability to interpret and present complex data. Strong attention to detail and solid work ethic. Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality. Excellent problem-solving, critical thinking skills, and ability to work independently as a mature, organized team player. Preferred Qualifications, Capabilities, and Skills Experience achieving goals without direct control over all resources. Experience developing strong, positive relationships with business stakeholders. To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans #J-18808-Ljbffr J.P. Morgan

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Onboarding & Documentation Business Manager - Senior Associate in New York, NY vacancy
  •  ...the Commercial & Investment Bank Finance & Business Management (F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures senior management has visibility into major initiatives... 
    Senior

    JPMorgan Chase & Co.

    Jersey City, NJ
    more than 2 months ago
  • Goldman Sachs Group, Inc. is seeking a Senior Associate in New York for the Asset Management Division. The role involves leading and managing the client onboarding process, driving complex projects, and ensuring operational excellence. Candidates should have over 5 years... 
    Senior
    Work at office

    Goldman Sachs Group, Inc.

    New York, NY
    1 day ago
  • Amperos is seeking a Senior AR Specialist to join our client onboarding team in New York. This role involves working claims end-to-end in clients' systems, participating in onboarding, and documenting workflows for future training. The ideal candidate has over 5 years of... 
    Senior

    Amperos

    New York, NY
    2 days ago
  • Goldman Sachs Bank AG is seeking a Senior Associate for their Asset Management Public Operations in New York. This position requires managing large-scale corporate client onboardings and ensuring operational excellence. Candidates must have over 5 years of experience, proficiency... 
    Senior
    Work at office

    Goldman Sachs Bank AG

    New York, NY
    2 days ago
  • $85k - $140k

    Senior Associate [Client Advisory & Management Services Group] This position is within the Client Advisory & Management Services (CAMS) practice...  ...members, Senior Associates can assist with onboarding new clients and documenting policies and procedures for bookkeeping... 
    Senior
    Work at office
    Flexible hours

    CohnReznick

    New York, NY
    2 days ago
  • JPMorgan Private Client is more than a financial...  ...lending, and wealth management. We are growing amid...  ...individuals, and their businesses. Join us and help build...  ...Managers. As a Senior Associate, Field Development in...  ...Relationship Manager onboarding. You will partner across... 
    Senior

    JPMorgan Chase

    New York, NY
    2 days ago
  • $115k - $125k

    Neuberger is seeking an Operations Manager in New York to oversee daily operations and enhance client servicing. The ideal candidate will have over 10 years experience...  .... Responsibilities include managing workflows, onboarding clients, and coordinating cross-functional teams... 
    Senior

    Neuberger

    New York, NY
    4 days ago
  • $72k - $80k

    A financial services firm in New York seeks an Asset Management Associate to manage the onboarding and service processes for new and existing clients. This role requires a Bachelor’s degree and 3-5 years of experience in financial services, to provide high-level customer... 

    Work180

    New York, NY
    5 days ago
  • $65k - $75k

    Wealth Enhancement Group in Summit, NJ is hiring a Sr Client Service Associate to act as the primary liaison between clients and Financial Advisors. This key role involves onboarding new clients, managing financial transactions, and ensuring exceptional client experience... 
    Senior

    Wealth Enhancement Group

    New York, NY
    1 day ago
  •  ...bank in Midtown, Manhattan is seeking a Client Onboarding AVP for a full-time position. This role...  .... The successful candidate will manage operational risks, guide team members,...  ...banking experience ready to take on a mid-senior level position. #J-18808-Ljbffr Social... 
    Senior
    Full time

    Social Capital Resources

    New York, NY
    5 days ago
  • A leading consultancy firm in New York is seeking talented individuals to join their team. The role involves regular client contact, assisting senior consultants, and performing data analysis. Ideal candidates should have excellent interpersonal and analytical skills,... 
    Senior

    Studioassociatorv

    New York, NY
    2 days ago
  • $105k - $130k

    LGBT Great is seeking an onboarding lead to coordinate new client implementations from kickoff through go-live. The role involves managing client expectations, coordinating multiple teams...  ...experience in product management, business analysis, and solution design, and be... 
    Work at office

    LGBT Great

    New York, NY
    1 day ago
  • A global asset management firm based in New York is seeking a Senior Associate, Business Manager for its Global Client Solutions team. This role involves supporting senior leadership, producing performance reports, and collaborating with various partners to advance strategic... 
    Senior

    IFM Investors Pty

    New York, NY
    2 days ago
  •  ...should probably read on! - We are partnered with a leading Single Client Advisory firm, who are looking for External Auditors who want to...  ...Audit exposure, with a Big 4, or large CPA Firm. Minimum of 3 busy seasons in external audit- Will accept 2 main busy seasons & a summer... 
    Senior
    Summer work

    Oliver James

    New York, NY
    5 days ago
  • Client: Leading Global Asset Management Firm Role: Production Compensation Analyst (Finance) Salary: $110,000 - $130,000 base+ bonus Location: New...  ...compensation variances; preparing reporting and forecasts for senior management; and recording compensation-related expenses... 
    Senior
    Work at office

    Vaco Recruiter Services

    New York, NY
    2 days ago
  • $150k - $200k

     ...FID Client Strats | Senior Associate / Vice President   The FID Client Strats team is seeking a highly...  ...strategy, client engagement, and management decision making. Analyze and synthesize...  ...closely with technology, data, and business partners to test, adopt, and scale... 
    Senior
    Temporary work

    Morgan Stanley

    New York, NY
    1 day ago
  •  ...Title Client Operations Onboarding Manager Reports to Director of Client Operations Location Remote, USA or...  ...we have completely modernized our business with technology and processes more...  ...Partner with Client Ops team members to document, refine, and improve onboarding... 
    Work at office
    Local area
    Remote work
    Shift work

    Hood CPAs

    New York, NY
    2 days ago
  •  ...A leading CPA firm is seeking a Client Operations Onboarding Manager to oversee client onboarding processes. This remote position involves managing a team of client onboarding specialists, ensuring accurate service agreements are created, and identifying bottlenecks in... 
    Remote work

    Hood CPAs

    New York, NY
    2 days ago
  • $68k - $78k

     ...hungry, strategic, creative, collaborative client expert who wants to make a difference...  ...the role We are seeking a dynamic Senior Associate to support one of our largest digital-first...  ...accounts. In this role, you will help manage day-to-day account needs while collaborating... 
    Senior

    Circa - IPG DXTRA

    New York, NY
    2 days ago
  • $104k - $220k

    BNY Mellon is looking for a Senior Client Operations Manager to join our Client Services team in New York. This role involves independently managing large external client accounts and resolving complex operational issues. The ideal candidate will have extensive experience... 
    Senior

    BNY Mellon

    New York, NY
    3 days ago
  • A leading partnership marketing platform in New York is seeking a Senior Onboarding Manager. This role involves overseeing clients through account setup and integration while ensuring a tailored and professional experience. The ideal candidate will have strong project... 
    Senior

    impact.com

    New York, NY
    2 days ago
  • $90k - $110k

    ## Senior Associate - Private Wealth Platforms & ExperienceThe...  ...the digital client experience for Neuberger...  ...reporting solutions, and managing the distribution of...  ...resolving issues, and documenting solutions to prevent...  ...collaborating across business units and support functions... 
    Senior
    Local area
    Shift work

    Neuberger Berman

    New York, NY
    4 days ago
  • $95k - $120k

     ...communities. The Role Crossix is a business within Veeva transforming...  ...experienced analyst to join our Client Analytics Services team. As a Senior Associate, you will be the bridge between our...  ...What You’ll Do Drive Execution: Manage the day‑to‑day flow of customer success... 
    Senior
    Work at office
    Local area
    Work from home
    Flexible hours

    Veeva Systems

    New York, NY
    5 days ago
  • $65k - $80k

     ...growing wealth management firm serving ultra...  ...: to help clients pursue their Preferred...  ...Transitions Senior Associate plays a central...  ...supporting client onboarding, offboarding, and...  ...timelines, preparing documentation, coordinating...  ...’s degree in Business Administration,... 
    Senior
    Work at office
    Flexible hours

    Pathstone

    Englewood, NJ
    2 days ago
  •  ...Client Solutions Architect - Senior Associate Be the catalyst at the intersection of technology and sales to tailor...  ...payments, access liquidity, and manage risk. We connect counterparties...  ...need to be developed or adjusted as business needs require Required... 
    Senior
    Contract work

    Chase

    Brooklyn, NY
    1 day ago
  • A leading staffing solutions firm seeks a Senior Business Development / Client Relations Manager. This remote role involves identifying growth opportunities, forging client relationships, and achieving sales targets. Candidates should have over 10 years of experience in... 
    Senior
    Remote job

    Integra Global Solutions

    New York, NY
    1 day ago
  • SoHo Dragon, a boutique business-law firm in New York, seeks an enthusiastic Senior Associate ready to join the partnership track. This role offers an opportunity to...  ...outside general counsel services while emphasizing client-centered communication and innovative legal... 
    Senior

    SoHo Dragon

    New York, NY
    2 days ago
  •  ...Paystone is seeking an Onboarding Specialist to oversee the onboarding lifecycle for high-volume merchant accounts. This fast-paced role requires 4+ years of client onboarding experience and expertise in Salesforce. You will ensure accuracy in applications, coordinate... 
    Work from home

    Paystone

    New York, NY
    2 days ago
  • $191k - $242k

     ...the connective tissue empowering clients with seamless navigation through the...  ...cryptocurrency landscape. Senior Manager, Global KYC and Client Onboarding Reports To: Global Chief Compliance...  ...Education: Bachelor’s degree in Law, Business Administration, Finance, or a related... 
    Senior
    Local area

    FalconX

    New York, NY
    5 days ago
  • $104k - $225k

     ...breakthrough technologies to collaborate with clients, driving transformative solutions that...  ...a future team member for the role of Senior Vice President, OPS Client Service to join...  ...following: Bachelor's degree in Business, Finance, or a related field. Advanced... 
    Senior
    Temporary work
    Work at office
    Worldwide
    Flexible hours

    BNY Mellon

    New York, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Onboarding & Documentation Business Manager - Senior Associate. Be the first to apply!