Client Technical Onboarding Implementation Advisor
$95.5k - $153kJPMorgan Chase Bank, N.A.
Build the integrations that keep commerce moving‑securely, reliably, and at scale. This role sits at the point where client strategy meets real‑world technical delivery, translating treasury objectives into working connections across enterprise platforms and banking services. You will lead complex onboarding journeys for payments, payables, receivables, liquidity, and reporting, using both file‑based and application programming interface (API) connectivity. If you thrive in client‑facing problem solving and want your work to land in production with measurable impact, this opportunity is built for you. Responsibilities Lead client discovery, requirements clarification, and technical scoping for onboarding initiatives across payments, payables, receivables, liquidity, and reporting. Advise treasury, finance, and technology stakeholders on integration approaches, trade‑offs, and delivery paths aligned to business outcomes. Translate business and operational requirements into clear technical solutions, integration specifications, and implementation plans. Scope client connectivity requirements using file‑based channels such as secure file transfer patterns, including SFTP and managed file transfer (MFT), and API patterns, aligned to supported product capabilities and client operating models. Guide integrations with ERP platforms such as SAP, Oracle, NetSuite, and Workday, including associated treasury workflows and data mapping. Define file exchange requirements using formats such as ISO 20022, XML, CSV, BAI, and EDI. Identify automation opportunities and process improvements that reduce onboarding cycle time and operational risk. Support client solution discussions during early‑stage engagements, including request for proposal (RFP) responses and technical due diligence. Required Qualifications, Capabilities, and Skills Demonstrate client‑facing delivery experience implementing treasury and cash management solutions across payments, payables, receivables, liquidity, and reporting. Apply structured discovery and scoping methods to convert requirements into actionable technical designs and delivery plans. Use enterprise integration patterns for file‑based connectivity and API connectivity, including authentication, security controls, and error handling concepts. Configure and validate SFTP and MFT connectivity, including certificate and key‑based security concepts where applicable. Interpret and map common financial file formats, including ISO 20022, XML, CSV, BAI, and EDI. Demonstrate working knowledge of ERP platforms and how finance teams use them to initiate, reconcile, and report transactions. Produce clear technical documentation, including specifications, data mappings, testing artifacts, and operational handover materials. Communicate complex technical concepts clearly to both technical and non‑technical stakeholders in a client setting. Apply a controls‑minded approach to delivery, including adherence to security, data handling, and connectivity standards. Preferred Qualifications, Capabilities, and Skills Demonstrate experience delivering integrations within commercial banking or treasury services environments. Support pre‑sales technical engagements, including RFP responses, solution workshops, and technical feasibility assessments. Implement real‑time or event‑driven integrations using API patterns, including idempotency and monitoring considerations. Apply knowledge of SWIFT connectivity and global payment messaging standards. Partner effectively across product, technology, operations, and coverage teams to remove blockers and accelerate delivery. Improve onboarding processes through reusable templates, playbooks, and standard integration patterns that enhance client experience. Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation in cash and/or forfeitable equity. 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. EEO Statement 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. Compensation and Location Chicago, IL – $95,500.00 – $153,000.00 per year. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.
$95.5k - $153k
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