Client Onboarding & Documentation - Digital Document Services Policy Manager, Vice President
JPMorganChase
Join JPMorgan Chase and leverage your expertise in a pivotal Digital Document Services Policy role within the Global Wholesale KYC Operations (WKO) Policy and Program Support Team as part of Client Onboarding & Documentation. As a key player in maintaining the firm's strength and resilience, you will contribute to responsible business growth by anticipating and addressing new and emerging risks. Your expert judgment will be crucial in solving real-world challenges that impact our company, customers, and communities. Our culture in Client Onboarding & Documentation encourages innovative thinking, challenging the status quo and striving for excellence.
The Wholesale KYC Operations (WKO) Policy and Program Support and Digital Document Services Teams are seeking a highly skilled Digital Document Services Policy Manger to form a new team in Bangalore.
As a Digital Document Services Policy Manager in the newly established DDS Policy team, you will be responsible for leading DDS policy initiatives, interpreting the firm’s new and changing global policies and related requirements derived from regulatory and industry guidance into clear, implementable requirements and embed them into processes, controls, and technology to improve client experience and operational resilience.
As a key player in the newly established DDS Policy team, you will be responsible for leading DDS policy initiatives, interpreting the firm’s new and changing global policies and related requirements derived from regulatory and industry guidance into clear, implementable requirements and embed them into processes, controls, and technology to improve client experience and operational resilience.
Job responsibilities
Interpret new and changing global policies and regulatory guidance; translate into clear Digital Document Services requirements aligned to firm standards, manage ongoing regulatory uplifts, queries and periodic attestations
Serve as subject-matter expert across client onboarding disciplines to shape technology solutions and operational execution, enabling business growth and reducing client friction
Conduct gap assessments, validate policy / procedural updates, identify synergies and support end to end implementation through the change management process with effective controls and oversight
Conduct thematic reviews to identify opportunities to streamline and rationalize client outreach, including country level requirements across DDS & WKO
Perform data driven analysis to identify key themes, deviations, control gaps, and efficiency opportunities; communicate clear decisions and ensure high quality deliverables under tight timelines
Reinforce governance partnering with Operations, Quality Control, Compliance, Legal and Transformation in a complex, multi-stakeholder multi-region environment to maintain accountability and timely decisions
Ensure maintenance of a holistic Digital Document Services requirement inventory so it remains reflective of current requirements
Required qualifications, capabilities, and skills
Strong and effective communication and interpersonal skills to drive clarity and alignment across regions, developing relationships at multiple levels of seniority
Minimum of 10 years’ experience in KYC or Client Onboarding Operations, Policy, Compliance, Audit, Controls
Working knowledge of Commercial & Investment Bank to facilitate identification of cross-LOB alignment in Wholesale KYC Operations / Digital Document Services
Knowledge of the regulatory landscape and understanding of country-specific nuance
Ability to understand and interpret the impact of policy changes on system solutions and procedural updates, as well as identify and convey potential problem areas, assumes ownership and demonstrates leadership in problem solving
Results-oriented self-starter that can deliver high-quality deliverables simultaneously and under tight deadlines
Analytical root cause mindset, strong change leadership including clarity in roles and responsibilities
Understand the policy implementation cycle within a large financial institution, including the use of intelligent solutions
Governance and stakeholder management skills with experience partnering across Operations, Quality Control, Transformation, Compliance, Risk, Audit, Technology
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 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.
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Challenge norms and shape policies to meet regulations while promoting business growth.