Cash Management Implementation Specialist - Vice President

Sumitomo Mitsui Financial Group, Inc. • $115K — $150K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
Reposted 5 days ago
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in cash management or treasury onboarding
  • Strong understanding of cash management products like ACH and fraud tools
  • Ability to lead implementations and manage multiple projects
  • Experience with technical integrations such as ERP or API connectivity
  • Familiarity with compliance and operational control environments
  • Excellent client-facing communication skills
  • Strong attention to detail and organization

Responsibilities

  • Manage end-to-end onboarding for cash management and treasury products
  • Conduct discovery sessions for client requirements and workflows
  • Develop implementation plans with clear milestones and responsibilities
  • Execute configuration of various cash management services
  • Lead mid- to high-complexity client implementations with project plans
  • Coordinate technical onboarding activities and testing
  • Serve as primary client contact and deliver training on platforms

Benefits

  • Hybrid work model providing flexibility between home and office
  • Comprehensive portfolio of benefits for employees
  • Supportive work environment with accommodations for disabilities
  • Opportunities for professional growth and skills training
  • Engagement in a globally recognized financial institution with a rich history
Full Job Description
Role Description

The Vice President, Onboarding & Implementation Specialist plays a critical role in delivering a seamless, timely, and high-quality onboarding experience for corporate and institutional clients utilizing cash management and treasury services. This role manages moderate-to-high complexity implementations, leads cross-functional coordination, and ensures clients are fully enabled on the bank's cash management platforms and products.

The VP provides subject-matter expertise across core treasury solutions, guides clients through documentation, technical setup, and platform adoption, and supports revenue acceleration by optimizing onboarding timelines.

Role Objectives

Key Responsibilities

Client Onboarding & Implementation Execution
  • Manage end to end onboarding for cash management and treasury products, including documentation, digital user access, and product activation
  • Conduct discovery sessions to assess client payment workflows, integration requirements, file specifications, and reporting needs
  • Develop implementation plans ensuring all milestones, dependencies, and client responsibilities are clearly defined
  • Execute configuration of services such as ACH, wires, lockbox, RDC, positive pay, liquidity structures, and digital banking platforms
  • Collection and validation of client documentation and product setup forms


Project Management & Coordination
  • Lead mid- to high-complexity client implementations with structured project plans, timelines, and status reporting
  • Partner closely with operations, technology, product management, compliance, service, and relationship teams to ensure timely and accurate delivery
  • Identify risks, manage escalations, and drive proactive resolution
  • Coordinate technical onboarding activities including connectivity testing, file mapping, and UAT


Client Communication & Training
  • Serve as the primary client contact throughout the onboarding lifecycle, ensuring exceptional transparency and communication
  • Deliver training on digital platforms, payment initiation systems, reporting tools, and fraud mitigation solutions
  • Provide guidance and best practices to clients transitioning from legacy banking systems.


Operational Rigor & Process Improvement
  • Ensure onboarding activities adhere to regulatory, operational, and risk management standards
  • Identify opportunities to streamline onboarding, reduce cycle times, and improve digital adoption
  • Contribute to documentation improvements, playbooks, and standardized templates
  • Maintain up to date knowledge of treasury products, industry changes, and platform enhancements


Qualifications and Skills

  • 5-7 years of experience in cash management, treasury onboarding, implementation, or corporate banking
  • Strong understanding of cash management products such as ACH, wires, lockbox, liquidity solutions, RTP, fraud mitigation tools, and digital banking platforms
  • Demonstrated ability to lead implementations and manage multiple projects simultaneously.
  • Experience with technical integrations (ERP / API connectivity, host-to-host, file formats such as BAI2, CSV, ISO20022) is preferred
  • Familiarity with compliance, KYC, AML, and operational control environments
  • Excellent client-facing and communication skills with the ability to explain complex processes clearly
  • Strong organizational skills, attention to detail, and ability to work in a fast-paced environment
  • Proficiency with project management tools (Smartsheet, JIRA, MS Project) is a plus
  • Japanese language is preferred, but not required

SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

About Sumitomo Mitsui Financial Group, Inc.

Sumitomo Mitsui Financial Group, Inc. Careers

There has never been a more opportune time to join the dynamic team at Sumitomo Mitsui Financial Group, Inc. (SMFG)—a leading force in the financial services industry recognized for its leadership in innovation and diversity.

Explore Job Opportunities

Sumitomo Mitsui Financial Group, Inc. offers a plethora of job opportunities that cater to a variety of skills and interests. The company is renowned for its commitment to professional growth and leadership development, making it an ideal environment for ambitious individuals looking to advance their careers.

Experience Professional Growth

At SMFG, career advancement is not just a possibility but a priority. The company supports its team members with extensive training programs, including leadership development and diversity training, ensuring that every employee has the tools and knowledge necessary to succeed.

Join a Diverse and Inclusive Team

Diversity and inclusion are at the core of the company culture at Sumitomo Mitsui Financial Group, Inc. With a global team that values unique perspectives and fosters a collaborative and inclusive environment, SMFG is a place where everyone can thrive.

Internship Programs

For those starting their career journey, SMFG offers internship programs that provide a robust foundation in the financial sector. Interns gain invaluable experience, working alongside seasoned professionals and engaging in projects that offer real-world applications of their studies.

Benefits and Culture

Sumitomo Mitsui Financial Group, Inc. is dedicated to not only attracting but also retaining top talent by offering competitive benefits that enhance both personal and professional life. The company culture promotes work-life balance, employee well-being, and continuous learning.

Innovative Work Environment

Innovation is a key driver of SMFG’s success. Employees are encouraged to bring forward-thinking ideas to the table and are provided with the resources to transform these ideas into actionable solutions that drive the financial industry forward.

Networking and Career Development

Networking opportunities within SMFG are abundant. Employees are encouraged to connect with colleagues and industry leaders through various platforms and events, enhancing their professional network and opening doors to myriad career opportunities.

Apply for a Position

Sumitomo Mitsui Financial Group, Inc. is actively hiring and looking for talented individuals who are passionate, curious, and driven. Explore open positions that match your skills and interests on the SMFG careers page.

Stay Connected with SMFG Careers

Keep up to date with the latest career tips, industry insights, and company news from Sumitomo Mitsui Financial Group, Inc. Subscribe to receive updates and stay informed about new job openings and employment trends.

Prepare for Your Interview

Aspiring to join SMFG? Prepare your resume to reflect your best self and gear up for the interview process where you can showcase your skills and passion for finance and innovation.

Career Opportunities Await

At Sumitomo Mitsui Financial Group, Inc., the potential for professional development and personal growth is limitless. Discover the exciting and rewarding career opportunities that await at SMFG, where every position contributes to the company’s global success and leadership in the financial industry.
Learn more about Sumitomo Mitsui Financial Group, Inc.
Industry
Finance & Insurance
* Ladders Estimates

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