Asset and Wealth Management - Client Information Product Delivery Lead - Senior Associate
hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role.
JOB DESCRIPTION
Join JPMorganChase Wealth Management's Chief Data Office, a collaborative team focused on advancing data products and operational excellence. The team partners across business, technology, operations, and client-facing organizations to deliver innovative solutions that enhance client experience and operational efficiency.
Job Summary
As an Senior Associate Product Delivery Analyst within Client Information, you support delivery activities for Party and Account data products within broader programs. Execute standardized processes for generating delivery artifacts while leveraging Intelligent Automation (IA) to improve efficiency and consistency. Collaborate with Product Owners, technology, operations, and control teams to align requirements, manage dependencies, support production readiness, and contribute to continuous improvement initiatives.
Job Responsibilities
- Coordinate delivery activities for Client Information products within cross-product programs.
- Partner with Product Owners, technology, operations, and control teams to align scope, sequencing, and milestones.
- Document and track dependencies, actions, decisions, and follow-up items for Client Information initiatives.
- Support program meetings through status updates and artifact management.
- Execute standardized processes for generating delivery artifacts, including project plans, meeting notes, status reports, RAID logs, and runbooks using Intelligent Automation.
- Maintain reusable delivery artifacts that are consistently formatted and accessible across the team.
- Identify and implement Intelligent Automation opportunities to improve efficiency and consistency.
- Monitor progress of Client Information deliverables and escalate risks and issues when appropriate.
- Support production readiness, rollout, and stabilization activities for Client Information products.
- Contribute to continuous improvement initiatives for delivery processes and reusable artifacts.
- Execute tasks with a strong focus on quality, accuracy, and operational excellence.
Required Qualifications, Capabilities, and Skills
- Support product delivery activities within regulated or controlled environments.
- Partner effectively with cross-functional stakeholders to align priorities and decisions.
- Apply phased delivery methodologies and production rollout practices.
- Utilize automation tools to improve delivery processes and operational efficiency.
- Demonstrate strong organizational and time-management skills.
- Communicate effectively with business and technology stakeholders.
- Manage multiple priorities in a fast-paced environment.
- Analyze delivery risks, issues, and dependencies.
- Produce clear and concise project documentation and status reporting.
- Exhibit attention to detail and commitment to operational excellence.
- Bachelor's degree or equivalent practical experience.
Preferred Qualifications, Capabilities, and Skills
- Demonstrate an energetic and personally motivated approach to work.
- Contribute to a culture of continuous improvement and innovation.
- Exhibit ambition toward ongoing professional development.
- Apply Intelligent Automation tools within delivery activities.
- Support large-scale data or technology initiatives.
- Develop effective partnerships across business, operations, and technology teams.
- Contribute to process optimization and standardization efforts.
ABOUT US
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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.â
- ...that enhance risk management and business... ...& Data Science Associate within our Asset & Wealth Management Audit... ...with audit leads and stakeholders... ...findings that drive informed decision-making... ...repeatable, production-ready data science... ...and government clients under the J.P....SeniorAsset
$90k - $120k
Senior Associate Wealth Planner - Family Office Full Time Minnetonka... ..., investment management, tax, insurance, accounting... ...services to its clients, with a strong commitment... ...to connect information, generate thoughtful... ...Supportportfolio implementation, asset allocation analysis,...SeniorAssetFull timeWork at officeWork from homeFlexible hours3 days per week- ...Investment Management - Investments This position... ...part of the PGIM Client Reporting Group... ...to portfolio information, and client questionnaires... ...of alternative products and services,... ...with 5-7 years of asset management work experience... ..., housing, senior care, finances, pets...SeniorAssetPart timeWork experience placementWork at officeRemote workWorldwide
$30.5k - $50.5k
...Analytics, Data Science, Information Systems,... ...delivering repeatable, production-ready analytical... ...the ability to manage multiple... ...closely with audit leads and stakeholders... ...Analytics team within Asset & Wealth Management Audit,... ..., and government clients across banking, payments...SeniorAssetInternship- ...DESCRIPTION As a Senior Associate, Data Scientist... ...within our ASSET & WEALTH MANAGEMENT (AWM) AI/ML... ...development, and production of next-... ...and government clients under the J.P.... ...FAQs for more information about requesting... ...delivers industry-leading investment management...SeniorAssetInternship
- PGIM, the global asset management arm of Prudential Financial, seeks a Senior Associate in Client Reporting (Finance) to support direct lending private credit funds. The role blends rigorous reporting with cross-functional collaboration across management, operations, and...SeniorAssetWork at officeRemote work
- ...Applied AI ML Senior Associate You will join... ...ideas into production-ready capabilities... ...market-leading technology products... ...building and managing data lakes and... ...and government clients under the J.P.... ...and asset management.... ...FAQs for more information about requesting...SeniorAsset
- ...Client And Account Data Product Manager Driving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data strategy... ...and present information to management and cross... ...processing and asset management. We offer...Asset
- ...join the growing Asset and Wealth Management AI Engineering... ...AI Engineering lead and domain expert... ...these models to production environments on... ...our Private Bank clients. As a constant learner... ..., Data Mining, Information Retrieval, and... ...with senior technical and business...SeniorAsset
$176.72k - $265.08k
...Engineering and Delivery LeadThe Role:As the Senior Vice... ...& Delivery Lead, you will be... ...need to serve clients and make informed decisions.Serving... ...business, product, and content... ..., lifecycle management, technology... ...content, and data assets.Familiarity... ...Banking, Wealth Management,...SeniorAssetFull time- ...operations. As a Senior Director of... ...the Global Client Onboarding... ..., you will lead complex,... ...objectives into manageable tasks, while... ...will foster productive... ...Banking, and Asset & Wealth Management lines... ...technology delivery. About Us... ...FAQs for more information about requesting...SeniorAssetWork at officeLocal area
- ...JPMorganChase as a Control Manager where you will lead in identifying and mitigating... ...timely and accurate information. Track and report on control... ...institutional and government clients under the J.P. Morgan and Chase... ...transaction processing and asset management. We offer a...SeniorAssetWork at officeVisa sponsorship
$120k - $160k
...Classification:Investment Management - InvestmentsWhat... ...part of the PGIM Client Reporting Group... ...to portfolio information, and client questionnaires... ...of alternative products and services,... ...with 5-7 years of asset management work experience... ..., housing, senior care, finances, pets...SeniorAssetFull timePart timeWork experience placementWork at officeRemote workWorldwide- ...for firm wide asset and liability management for one of... ...LOBs): Asset & Wealth Management, Corporate... ...Managing a product line of ‘... ...The Senior Associate will work in... ...~ Serve as lead project manager... ...and government clients under the J.P... ...FAQs for more information about requesting...SeniorAssetWork experience placementWork at office
- ...Description Enable lead generation... ...translate requirements to product partners for... ...Experience enabling or managing multichannel... ...institutional and government clients under the J.P.... ...processing and asset management.... ...our FAQs for more information about requesting an...SeniorAsset
- Job SummaryAs a Senior Associate and AI Product Owner of... ...Insights in our Asset & Wealth Management Finance team,... ...and engineering delivery, conduct market... ...pain points, and information gaps;... ...and government clients under the J.P.... ...delivers industry-leading investment management...SeniorAssetWork at office
- To act as a lead analyst and independently execute projects for... ...investment banks, lenders, asset managers, hedge funds, large... ...work and objectives based on client type and accordingly design... ...approach, interpret and analyze information for accuracy, exhaustiveness...SeniorAssetWork experience placement
$110k - $145k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion... ...for our associates to learn, grow and... ...responsible for analyzing client asset portfolios, tax... ...tradeoffs to support informed client decision-... ...Service Offering Team Lead and/or firm...AssetTemporary workWork at officeFlexible hours- ...in an innovative product through impactful client collaboration... ...Solutioning Specialist – Senior Associat e in... ...delivered. EF&S manages a portfolio of... .... Like leading fintechs, EF&S focuses... ...and unique data assets to make controls... ...our FAQs for more information about requesting...SeniorAsset
- ...re a proven information architect who... .... As a Senior Vice President... ...the world's leading financial... ...across multiple products,... ...evaluation, and delivery of strategic... ...across data management architecture... ...databases and asset intelligence... ...government clients under the J....SeniorAssetWork at office
- ...join the growing Asset and Wealth Management AI Engineering... ...AI Engineering lead and domain expert... ...these models to production environments on... ...our Private Bank clients. As a constant learner... ..., Data Mining, Information Retrieval, and... ...with senior technical and business...SeniorAsset
- American Bank & Trust is seeking a senior role in trust and wealth management to build enduring client relationships, manage assets, and collaborate with a regional team. The position emphasizes growth in AUM, proactive prospecting, and ensuring compliance with banking...SeniorAsset
- ...capabilities, and products to wealthy... ...to help clients with the many... ...a motivated Senior Associate to join our... ...with product managers, advisors,... ...the business.Lead market research... ..., wealth management,... ...estate, real assets, and structured... ...FAQs for more information about requesting...SeniorAsset
- ...aligned compensation managers, the Talent organization, HR Product, and Data... ...compensation.As a Senior Associate within Functional... ...solutionSynthesizes critical information for key... ...with a proactive, client-focused, and results... ...transaction processing and asset management. We...SeniorAssetVisa sponsorship
- ...Marketing team! As a Senior Associate, Product Marketing... ...in the US, leading defined workstreams... ...dynamics to inform product... ...by Marketing Delivery team. Partner... ...driven, able to manage multiple initiatives... ...government clients under the J.P.... ...and asset management....SeniorAsset
- BNY Mellon in Dallas seeks a Senior Portfolio Manager to join our Wealth Management team. This role will independently manage a significant amount of assets within client investment policy guidelines, direct a substantial portion of AUM, and oversee larger or more complex...SeniorAsset
- ...Corp is a global financial services company providing wealth management, asset servicing, and banking services. The role involves coordinating... ...for complex relationships and supporting service delivery with strong client communication. The position emphasizes knowledge of...SeniorAsset
$99k - $176k
...Description SR AUDIT MANAGER- WEALTH MANAGEMENT... ...Management Senior Audit Manager... ...Specialty Wealth Assets Investment... ...: Leads/coaches a team... ...audited. Assess information security and privacy... .... Product/Business/Technology... ...Building and Client Experience:...SeniorAssetRemote work- ...trusted market-leading technology products in a secure,... ...Applied AI/ML Senior Associate within JPMorgan... ...understanding of agile delivery practices... ...government clients under the J.P.... ...and asset management. We offer a competitive... ...FAQs for more information about...SeniorAssetLocal area
$176.72k - $265.08k
...CitiTechnology Lead for Wealth Investments... ..., deploy new products, in line of the... ...with senior leaders and communicate... ..., its clients and assets, by driving compliance... ...escalating, managing and reporting... ....Solution Delivery: Oversee the... ...additional information regarding Citi...SeniorAssetFull timeWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset and Wealth Management - Client Information Product Delivery Lead - Senior Associate. Be the first to apply!
- product information specialist Jersey City, NJ
- product management specialist Jersey City, NJ
- product safety specialist Jersey City, NJ
- product delivery specialist Jersey City, NJ
- senior product specialist Jersey City, NJ
- product specialist Jersey City, NJ
- entry level asset management Jersey City, NJ
- junior asset management Jersey City, NJ
- asset management intern Jersey City, NJ
- asset finance Jersey City, NJ


