Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Asset and Wealth Management - Client Information Product Delivery Lead - Associate

J.P. Morgan

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 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.âaa415a4b-8b21-40fc-a65c-70d2b25ca29a

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Asset and Wealth Management - Client Information Product Delivery Lead - Associate in Jersey City, NJ vacancy
  •  ...JPMorganChase Wealth Management's Chief Data...  ...advancing data products and...  ...operations, and client-facing organizations...  ...SummaryAs an Associate Product Delivery Analyst within Client Information, you support...  ...and asset management....  ...delivers industry-leading investment management... 
    Asset
    Work at office

    JP Morgan Chase

    Jersey City, NJ
    2 days ago
  •  ...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

    Chase

    Jersey City, NJ
    4 days ago
  • $176.72k - $265.08k

     ...Engineering and Delivery LeadThe Role:...  ...& Delivery Lead, you will be responsible...  ...need to serve clients and make informed decisions....  ...business, product, and content leadership...  ..., lifecycle management, technology...  ..., and data assets.Familiarity...  ...Investment Banking, Wealth Management, or... 
    Asset
    Full time

    Citigroup

    Jersey City, NJ
    13 hours ago
  •  ...SummaryAs a Senior Associate and AI Product Owner of...  ...Insights in our Asset & Wealth Management Finance team, you...  ...and engineering delivery, conduct market...  ...points, and information gaps; translate...  ...and government clients under the J.P....  ...delivers industry-leading investment management... 
    Asset
    Work at office

    JP Morgan Chase

    Jersey City, NJ
    4 days ago
  • $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... 
    Asset
    Temporary work
    Work at office
    Flexible hours

    EP Wealth Advisors, LLC

    Brooklyn, NY
    3 days ago
  • Fifth Third Bank in Boca Raton, Florida, seeks an Associate Wealth Management Advisor to support Wealth Management Advisors in client relationships with more than $2M in investable assets, delivering the Private Bank experience with high-quality service and advice-driven... 
    Asset

    Fifth Third

    Brooklyn, NY
    1 day ago
  • All Jobs > Senior Associate, Advanced Wealth Planning Senior Associate, Advanced Wealth Planning...  ...established and expanding wealth management firm, is looking for a Financial...  ...cases on planning calls for both clients and prospects with assets from $5 million to $15 million... 
    Asset
    Local area
    Remote work
    Day shift

    Lido Advisors, LLC

    Brooklyn, NY
    1 day ago
  • Leading the future of Wealth Management compliance data, the KYC Data Product team builds and operates foundational...  ...that power client onboarding,...  ...-end strategy, delivery, and operational...  ...processing and asset management. We...  ...FAQs for more information about requesting... 
    Asset

    JP Morgan Chase

    Jersey City, NJ
    3 days ago
  • $80k - $140k

     ...delivering market leading and feature...  ...exceptional client service...  ...As the Client Manager focused on Wealth Management clients...  ...effective delivery of Charles River...  ...management product offerings and...  ...response to information requests, and...  ...custodian banks, asset managers and... 
    Asset
    Temporary work
    Flexible hours

    Charles River Development

    Clifton, NJ
    4 days ago
  •  ...Advocacy Team within PWM Product, you will be...  ...passionate about enhancing the client and advisor experience...  ...team feedback to inform product development, incentivize...  ...in 1869, we are a leading global investment...  ...securities and investment management firm. Headquartered in... 
    Asset
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    Goldman Sachs Bank AG

    Brooklyn, NY
    1 day ago
  •  ...your passion for product innovation by leading customer-centric...  ...to end product delivery. You will leverage...  ...execution, risk management, and business...  ...understanding of the client and regional...  ...processing and asset management. We...  ...our FAQs for more information about requesting... 
    Asset
    Contract work
    Local area

    JP Morgan Chase

    Jersey City, NJ
    17 hours ago
  •  ...priority. With a wealth of learning and...  ...facility, and leading market tools,...  ...Services Engagement Delivery Lead for...  ...PSA) Engagement Management capabilities, including...  ...Receivable, Asset Accounting,...  ...producinghigh-quality, client-ready...  ...contains further information regarding KPMG'... 
    Asset
    H1b
    Local area

    KPMG

    Short Hills, NJ
    2 days ago
  •  ...Independence, OH 44131, USA Client Advisors are assigned to managing, retaining and expanding...  ...by obtaining new assets to the existing relationships...  ...documents. 9. Works with bank wealth partners to effectively...  ...laws.For further information, please review the Know Your... 
    Asset

    First Commonwealth Bank

    Brooklyn, NY
    3 days ago
  • $60k - $100k

    Asset & Wealth Management, Product Management, Associate - Albany location_on Albany, NY, United States Asset & Wealth Management...  ...solutionsthat empower both clients and advisors. You will not just...  ...visualizations using industry-leading tools like Adobe Analytics and... 
    Asset
    Full time
    Temporary work
    Part time

    Goldman Sachs Bank AG

    Brooklyn, NY
    3 days ago
  •  ...strategic Vice President, Product Marketing to lead product marketing for...  ...to Treasury Services clients and prospects.As the...  ...dynamics to inform product strategy and...  ...to validate claims, manage disclosures, and secure...  ...transaction processing and asset management. We offer... 
    Asset

    JP Morgan Chase

    Jersey City, NJ
    13 hours ago
  •  ...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...  ...processing and asset management. We offer... 
    Asset
    Visa sponsorship

    JP Morgan Chase

    Jersey City, NJ
    2 days ago
  • $48k - $72k

    ## Client Service Rep, Wealth ManagementApplylocations: Chicago...  ...wealth management, asset servicing, asset...  ...clients using leading technology and...  ...obtain necessary information to properly execute...  ...efficiency and delivery enhancements,...  ...Management products, services and compliance... 
    Asset
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Northern Trust Corp

    Brooklyn, NY
    3 days ago
  •  ...turn ideas into production-ready...  ...AI ML Senior Associate at JPMorgan Chase...  ...trusted market-leading technology products...  ...building and managing data lakes and...  ...and government clients under the J.P....  ...and asset management. We...  ...FAQs for more information about requesting... 
    Asset

    JP Morgan Chase

    Jersey City, NJ
    3 days ago
  •  ...in the Global Client Onboarding Engineering...  ..., you will lead complex, multi...  ...into manageable tasks, while navigating...  ...will foster productive relationships...  ...Banking, and Asset & Wealth Management...  ...agile technology delivery. JPMorganChase...  ...FAQs for more information about... 
    Asset
    Work at office
    Local area

    JP Morgan Chase

    Jersey City, NJ
    17 hours ago
  • $110k - $175k

     ...$1 trillion in assets for some of the...  ...Description Wilshire’s Client Solutions team...  ...service delivery, maintaining client...  ...focus on wealth and retirement...  ...stakeholders, managing client activities, staying informed about market trends...  ...s alternatives products across hedge funds... 
    Asset
    Work at office
    Worldwide

    Motive Partners

    Brooklyn, NY
    3 days ago
  • Nuveen, a leading wealth management firm, seeks a Wealth Management Client Relationship Manager to partner with Advisors and deliver premium client service for high...  .... Expect to coordinate financial plans, support asset consolidation, and build lasting relationships in... 
    Asset

    Nuveen

    Brooklyn, NY
    1 day ago
  •  ...Transaction Coordinator - Associate within the...  ...data, and critical information are reviewed for...  ...Agency Services, Product Control, Legal, Trade...  ...and Lender Clients. The team also interacts...  ...responsibilitiesAssign, Manage, and maintain...  ...processing and asset management. We offer... 
    Asset

    JP Morgan Chase

    Jersey City, NJ
    1 day ago
  •  ...JPMorganChase as a Control Manager where you will lead the charge in identifying and...  ...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... 
    Asset
    Work at office
    Visa sponsorship

    JP Morgan Chase

    Jersey City, NJ
    1 day ago
  • Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deepen client relationships and support high-net-worth clients by implementing financial plans and coordinating asset consolidation. You will help advisors deliver actionable solutions... 
    Asset

    TIAA

    Hackensack, NJ
    2 days ago
  •  ...Experience Design Senior Associate in the Firmwide...  ...of our products and services by leveraging...  ...knowledge of information architecture and...  ...institutional and government clients under the J.P....  ...processing and asset management. We offer a...  ...up for success. Lead in crafting user-... 
    Asset
    Work at office

    Next Frontier Capital

    Jersey City, NJ
    3 days ago
  •  ...support effective risk management.As a AI Control Manager Senior Associate within the Client Onboarding &...  ...management with sufficient information to identify potential...  ...appropriate reporting.Lead hands-on initiatives to...  ...transaction processing and asset management. We offer... 
    Asset

    JP Morgan Chase

    Jersey City, NJ
    13 hours ago
  • $91.1k - $170.4k

     ...by vast amounts of information. Data is more valuable...  ...protecting EY and client information assets! Our Information Security...  ...and deliver secure products and services, as...  ...opportunityThe CTF Shift Lead at EY plays a...  ...operations. Tasked with managing the performance of... 
    Asset
    Work experience placement
    Summer holiday
    Local area
    Flexible hours
    Shift work

    EY (Ernst & Young)

    Hoboken, NJ
    13 hours ago
  •  ...Applied AI ML, Senior Associate in the Chief Data...  ...Office, you will lead the development...  ...Collaborate with product, engineering, and...  ...and government clients under the J.P....  ...transaction processing and asset management. We offer a...  ...FAQs for more information about requesting... 
    Asset
    Work at office

    JP Morgan Chase

    Jersey City, NJ
    13 hours ago
  • $27 - $28.5 per hour

     ...forward thinking asset manager, we build dynamic...  ...relationships with clients, understand their...  ...for long term wealth creation. Our talented...  ...that support productivity, collaboration, and...  ...experience. #ASSOCIATE #LI-Onsite At Franklin...  ..., genetic information, gender, gender identity... 
    Asset
    Hourly pay
    Work at office
    Local area
    Flexible hours

    Franklin Templeton Investments

    Brooklyn, NY
    1 day ago
  •  ...Equity Fund Admin Associate J.P. Morgan...  ...$950 billion in assets globally. The business...  ...to more than 150 clients across all...  ...will support the management of daily client deliverables...  ...Microsoft Office product suite and...  ...our FAQs for more information about requesting... 
    Asset
    Work at office

    Chase

    Jersey City, NJ
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset and Wealth Management - Client Information Product Delivery Lead - Associate. Be the first to apply!