Own a global billing engine that produces thousands of invoices each month across multiple hubs. You will lead billing setup and invoice clearing outcomes while helping launch and scale our new Bangalore site alongside teams in Plano and Manila. This role is ideal if you enjoy simplifying complex workflows, strengthening controls, and delivering measurable operational impact. You will partner closely with product, technology, and control teams to modernize tooling and reduce manual effort.
As an Executive Director - Global Setup Head - Billing Operations in Securities Services Billing Operations, you will lead the global Billing Setup function and serve as the local site lead for our new Bangalore location. You will drive end-to-end execution across client onboarding, incremental account changes, invoice reconciliation, and invoice clearing to ensure accurate, timely billing at scale. You will work with partners across operations, product, technology, and controls to deliver sustainable process and tooling improvements. You will build and develop an inclusive, high-performing team that delivers measurable outcomes.
Job responsibilities :
- Lead global delivery of billing setup and invoice clearing processes across Plano, Manila, and Bangalore, producing thousands of invoices monthly
- Own end-to-end setup execution including client onboarding, incremental account changes, invoice reconciliation, and invoice clearing routines
- Drive process redesign to reduce manual steps and strengthen controls across setup, implementation, and invoice clearing workflows
- Partner with product and technology teams to deliver tooling enhancements that improve throughput, accuracy, and exception handling
- Standardize and improve invoice clearing and reconciliation processes to reduce breaks, aging, and rework while improving client outcomes
- Establish and monitor key performance indicators and service levels across setup and invoice clearing to track performance and risk
- Manage plans, dependencies, risks, and governance across multiple initiatives to deliver measurable operational benefits
- Lead and develop a global team of 30+ employees, including coaching, feedback, performance management, and succession planning
- Oversee hiring, training, and operational readiness for the Bangalore site to ensure sustainable ramp-up and continuity
- Strengthen cross-functional collaboration with downstream billing, cash application, and control partners to ensure clean handoffs and closure
- Maintain audit-ready documentation and control discipline across all setup and invoice clearing activities
Required qualifications, capabilities, and skills :
- 12+ years of relevant experience in strategy, transformation, consulting, operations, or technology roles within a complex organization
- Demonstrated experience leading onboarding, implementation, or setup operations in a high-volume environment
- Demonstrated experience managing invoice reconciliation and invoice clearing or closely related billing closure processes
- Proven people leadership experience, including leading global teams and building a positive, inclusive culture
- Strong stakeholder management skills, including influencing senior leaders in a matrixed environment
- Strong program execution skills across prioritization, dependency management, and risk/issue management
- Strong controls mindset with experience designing processes aligned to governance expectations and service levels
- Strong analytical skills using spreadsheets to monitor performance and identify root causes and improvement opportunities
- Advanced presentation skills to create and deliver executive-level updates and decision materials
- High attention to detail and operational discipline in process design, documentation, and implementation readiness
Preferred qualifications, capabilities, and skills :
- Demonstrated ability to identify opportunities for AI and automation integration within operational workflows, including experience evaluating, implementing, or governing AI-driven solutions to achieve scalable process improvements and strategic objectives
- Experience leading new site build-outs, transitions, or operating model changes across global locations
- Experience delivering automation or systemic solutions that reduce manual work in setup, reconciliation, and invoice clearing processes
- Experience defining and tracking key performance indicators or objectives and key results for operational performance and transformation outcomes
- Experience partnering with intelligent automation teams and control partners to embed sustainable change
- Experience in securities services, custody, billing operations, or related financial services operations
- Billing domain experience, including invoice clearing exception management and closure governance, is beneficial but not required
ABOUT USJPMorganChase, 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.
ABOUT THE TEAMJ.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.
