Bulge Bracket Investment Banks

Posted 14 days ago

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**Role:** Technical Implementation Manager Senior Associate Manage and implement cutting-edge treasury products for top-tier clients. Work closely with Sales, Consulting, and Product teams to deliver exceptional solutions. Key responsibilities include: - New hire training, senior team engagement, and partner relationship building - API solutions expertise, file mapping exercises, and client technical onboarding - RFP responses, client presentations, and technical specifications for treasury services - Project management, IT banking tools usage, and collaboration platforms You'll need: - Proven passion for client delivery, proficiency in technical project management, and excellent communication skills - Understanding of payments, receivables, and project management principles - Strong MS Office skills, experience with JSON, Postman/Bruno, and familiarity with industry trends

Compensation: Not specified
City: Not specified
Country: United States

Full Job Description

Location: Plano, TX, United States

Join Our Team as an API Associate - Client Technical Onboarding! Unlock the potential of technology-driven treasury and cash management products with us. Be at the forefront of innovation, collaborating with top-tier clients and industry leaders to redefine commercial banking solutions. Your expertise will drive seamless client experiences and impactful implementations.

As an API Senior Associate within the Client Technical Onboarding team, you will play a pivotal role in managing and implementing cutting-edge treasury products. You will work closely with Sales, Consulting, and Product teams to deliver exceptional client solutions. Your contributions will shape the future of commercial banking, ensuring a seamless client experience from start to finish.

Job Responsibilities

Participate in new hire training to understand our onboarding processes and tools.

Engage with senior leaders to align with our vision and strategy.

Build relationships with partners through regular calls to review active implementations.

Develop expertise in API solutions and support clients with file mapping exercises.

Utilize IT banking tools and gain experience through shadowing knowledgeable peers.

Own the clients technical onboarding experience, representing us as the client-facing technical contact.

Provide consultative advice on technical aspects of treasury solutions, including RFP responses and client presentations.

Translate business requirements into detailed technical specifications for treasury services.

Document scope, meeting agendas, minutes, and project plans using MS Office tools.

Use workflow tools for status updates and document repository management.

Establish timelines and dependencies to exceed client and partner expectations.

Required Qualifications, Capabilities, and Skills

Strong passion for delivering exceptional client and partner experiences and ability to thrive in a fast-paced, dynamic client-facing environment.

Proficiency in technical project management, particularly in complex treasury implementations.

Excellent communication skills, with the ability to partner and influence others towards a common goal and strong adherence to policy and procedures, consistently meeting or exceeding established SLA.

Expertise in using collaboration tools like WebEx and Zoom for enhanced client discussions.

Solid understanding of project management principles and eagerness to learn.

Knowledge of payments and receivables processes, with a willingness to expand expertise.

Technical consulting or business analysis skills in ERP, systems integration, or API space and proficiency in MS Office Suite for documentation and project planning.

Preferred Qualifications, Capabilities, and Skills

Passion for learning new operating models, technologies, and industry trends.

Technical client consulting experience to support technical roles.

Knowledge and experience with JSON, Postman/Bruno Tools.

BA/BS degree.

Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

Drive innovation in treasury solutions as an API Associate, delivering seamless client experiences and impactful implementations.

Full Job Description