Wealth Management - Client and Account Data Product Manager - Vice President
JPMorgan Chase & Co.
Job Description
Driving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data strategy and solutions.
As a Client and Account Data Product Manager in JP Morgan’s Wealth Management, you will be instrumental in advancing the strategic vision and execution of the Party and Account Data Domain. Your responsibilities include leading product development, improving data quality, and integrating analytics to address business and client needs. You will work closely with operations, advisors, and business stakeholders to deliver robust data solutions, support agile transformation, and drive continuous improvement throughout Wealth Management.
Job responsibilities
- Support the execution of the product vision and strategy for the Party and Account Data Domain
- Collaborate with data consumers, business stakeholders, and technology teams to gather requirements and address challenges
- Manage and refine the product backlog, ensuring alignment with business priorities and agile best practices
- Write clear user stories, define acceptance criteria, and track progress on development tasks and issues
- Assist in the design and implementation of reusable data capabilities and micro-services across Wealth Management
- Conduct data quality assessments, support improvement initiatives, and facilitate integration with analytics platforms
- Monitor and report on data-related risks, ensuring compliance with firm-wide policies and standards
Required qualifications, capabilities, and skills
- 5+ years of experience in product management, data analysis, or related roles within financial services or technology
- Solid understanding of Agile (Scrum) methodologies and backlog management
- Experience in data governance, data modeling, and data quality improvement
- Strong collaboration and relationship-building skills with business, technical, and data stakeholders
- Familiarity with microservices architecture and analytics platforms
- Proficiency in data analysis, process mapping, and use of analytical tools (e.g., Alteryx, MS Visio)
- Demonstrated ability to manage projects, solve problems, and support change initiatives
Preferred qualifications, capabilities, and skills
- Experience in wealth management or related financial services
- Knowledge of Client or Account data domains and industry-specific data challenges
- Ability to prepare and present information to management and cross-functional teams
- Strong written and verbal communication skills
- Ability to manage multiple tasks and priorities in a dynamic environment
- Experience working both independently and collaboratively within teams
- Analytical mindset with the ability to break down and solve complex problems
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.- Leading the future of Wealth Management compliance data, the KYC Data Product team builds and operates foundational data capabilities that power client onboarding, regulatory compliance, and risk... ...a KYC Data Product Manager (Vice President) in JP Morgan's Wealth Management...Suggested
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Position Summary Client Relationship Executive (CRE) - Financial Services Are you... ...focus on one or two specific Investment Management clients. The CRE will drive demand-... ...and support fulfillment of personal and account white space goalsDrive exploratory conversations...AccountsShift work- ...capabilities. Role Overview Reporting to the Senior Vice President - Environmental Services, the Client Development Leader is responsible to lead the... ..., including providing leadership and management of key accounts, client relationships, and strategic initiatives...AccountsWork at office
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...equivalent expertise, in product management, product development,... ..., design, and data analytics. We need... ...risk posture, cost, and client outcomes. We look... ...liquidity, cash management, account or escrow products,... ...Product Development Vice President role in Liquidity &...Accounts- Shape the future of product delivery while crafting solutions that enhance... .... Lead end-to-end processes, manage dependencies, and liaise with... ...Delivery Manager in Payments Data & Analytics organization, you... ...ETL PipelinesStakeholder & Client success managementPreferred qualifications...
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...nation. We provide innovative financialsolutions through our Wealth Management, Capital Markets, Futures andAdvanced Clearing & Prime... ..., but are not limited to:Manage all margin requirements on client accounts on a securitybasis, portfolio level and on the global firm-...AccountsFull timeWork at officeImmediate start$150k - $220k
...exceptional service to meet our clients’ needs.For more information... ...our alternative asset and accounting service is one of the industry... ...experience in client service and managing client relationships of an... ...the inclusion of more CITCO products and services.Client On-boarding...AccountsTemporary workWork at officeLocal areaWorldwide- ...member for the role of Vice President, POM Product Management to join our Wealth Services Platform team.... ...product backlog for Wealth Data products and... ...with business goals and client needs.Translate business... ...spanning areas such as client, account, reference, reporting, and...AccountsWorldwideFlexible hours
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...ExecutiveCompany: CitiAbout CIO Production ManagementAt Citi... ...CIO Production Management organization is... ..., Functions, Wealth, US Commercial... ...the Enterprise Data Office. We... ...seamlessly for our clients—whenever and wherever... ...single point of accountability for the Wealth Data...Full timeWork at officeRemote work- ...of cybersecurity and product innovation by delivering... ...Privileged Access Management capabilities that provide... ...As a Product Manager, Vice President at JPMorganChase within... ...investments using data and customer feedback,... ...institutional and government clients under the J.P. Morgan...
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...for each other and for the clients we serve. We help... ...insurance, retirement, and wealth management products and services. HUB is one of... ...opportunity for an Assistant Vice President to join our Commercial... ...Service existing accounts and coordinate account activity...AccountsWork experience placementInternshipWork at officeLocal areaFlexible hours
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