What are the responsibilities and job description for the Client Technical Onboarding Implementation Advisor position at JPMorganChase?
Job Description
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.
As a Client Technical Implementation Advisor within Commercial Banking, Client Technical Onboarding, you will serve as a strategic technical advisor responsible for guiding clients through the design, onboarding, and delivery of complex treasury and cash management solutions. Operating at the intersection of client consulting, solution design, and program delivery, this role leads pre-implementation discovery and technical scoping, ensuring alignment across client ERP systems, treasury workflows, and connectivity channels (file-based and API integrations). The role maintains close partnership with Sales, Product, and Technology teams.
Job Responsibilities
JPMorganChase, 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 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
About The Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
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.
As a Client Technical Implementation Advisor within Commercial Banking, Client Technical Onboarding, you will serve as a strategic technical advisor responsible for guiding clients through the design, onboarding, and delivery of complex treasury and cash management solutions. Operating at the intersection of client consulting, solution design, and program delivery, this role leads pre-implementation discovery and technical scoping, ensuring alignment across client ERP systems, treasury workflows, and connectivity channels (file-based and API integrations). The role maintains close partnership with Sales, Product, and Technology teams.
Job 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 Secure File Transfer Protocol (SFTP) and managed file transfer (MFT), and application programming interface (API) patterns, aligned to supported product capabilities and client operating models
- Guide integrations with enterprise resource planning (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 (financial messaging standard), extensible markup language (XML), comma-separated values (CSV), Bank Administration Institute (BAI), and electronic data interchange (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.
- 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 application programming interface (API) connectivity, including authentication, security controls, and error handling concepts.
- Configure and validate Secure File Transfer Protocol (SFTP) and managed file transfer (MFT) connectivity, including certificate and key-based security concepts where applicable.
- Interpret and map common financial file formats, including ISO 20022 (financial messaging standard), extensible markup language (XML), comma-separated values (CSV), Bank Administration Institute (BAI), and electronic data interchange (EDI).
- Demonstrate working knowledge of enterprise resource planning (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.
- Demonstrate experience delivering integrations within commercial banking or treasury services environments.
- Support pre-sales technical engagements, including request for proposal (RFP) responses, solution workshops, and technical feasibility assessments.
- Implement real-time or event-driven integrations using application programming interface (API) patterns, including idempotency and monitoring considerations.
- Apply knowledge of Society for Worldwide Interbank Financial Telecommunication (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.
JPMorganChase, 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 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
About The Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Salary : $95,500 - $153,000