Wealth Management - Client and Account Data Product Manager - Vice President
Chase
Client And Account Data Product ManagerDriving 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 responsibilitiesSupport the execution of the product vision and strategy for the Party and Account Data DomainCollaborate with data consumers, business stakeholders, and technology teams to gather requirements and address challengesManage and refine the product backlog, ensuring alignment with business priorities and agile best practicesWrite clear user stories, define acceptance criteria, and track progress on development tasks and issuesAssist in the design and implementation of reusable data capabilities and micro-services across Wealth ManagementConduct data quality assessments, support improvement initiatives, and facilitate integration with analytics platformsMonitor and report on data-related risks, ensuring compliance with firm-wide policies and standardsRequired qualifications, capabilities, and skills5+ years of experience in product management, data analysis, or related roles within financial services or technologySolid understanding of Agile (Scrum) methodologies and backlog managementExperience in data governance, data modeling, and data quality improvementStrong collaboration and relationship-building skills with business, technical, and data stakeholdersFamiliarity with microservices architecture and analytics platformsProficiency 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 initiativesPreferred qualifications, capabilities, and skillsExperience in wealth management or related financial servicesKnowledge of Client or Account data domains and industry-specific data challengesAbility to prepare and present information to management and cross-functional teamsStrong written and verbal communication skillsAbility to manage multiple tasks and priorities in a dynamic environmentExperience working both independently and collaboratively within teamsAnalytical mindset with the ability to break down and solve complex problemsAbout 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 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/VeteransAbout the TeamJ.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.
- ...portfolio of unified data products—spanning applied AI,... ...strategy.As the Product Manager within the Chief Data... ...commensurate with a Vice President level role of 7+... ...data and analytics, wealth /private banking, related... ...institutional and government clients under the J.P. Morgan...SuggestedWork at office
- Join JPMorganChase Wealth Management's Chief Data Office, a collaborative team focused on advancing data products and operational excellence. The team... ..., operations, and client-facing organizations to deliver... ...activities for Party and Account data products within broader...AccountsWork at office
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- Shaping the future of Wealth Management data, the Party and Account Data Product team builds and operates the foundational data capabilities that power client experiences and business decisions.Job SummaryAs a Party and Account Data Product Manager (Senior Associate) in...Accounts
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Product Management - Digital Client Experience - Assistant Vice PresidentWealth Management PlatformsJersey... ...Morgan Stanley Wealth Management... ...the Assistant Vice President role, you will... ...information.Market data experiences where... ...various offerings.Account preferences...AccountsTemporary workWork at officeLocal areaWorldwide- You enjoy shaping the future of product innovation as a core leader, driving value for clients, guiding successful launches, and... ...joining the JPMorgan Payments Data & Analytics team at the start of... ...augment how corporate treasurers manage cash management, receivables, payables...
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...Citi's unified platform for client onboarding, lifecycle management, operational workflow... ...development tools to write production ready code and ships... ...product owners, UX engineers, data architects, and... ...calculation inputs, fund accounting transaction types, investor...AccountsFull timeContract work$151.4k - $311k
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- ...seeking a Senior Vice President to lead our Institutional... ...and Fail Management processing teams.... ...to-day processing, client support, operational... ...aspects of client account servicing, inquiries... ...produced meets product and service standards... ...assesses market data to ensure a competitive...AccountsWork experience placementLocal areaWorldwideFlexible hours
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...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$125k - $226.25k
...area, and we are seeking an experienced Product Manager to help shape, scale, and modernize the capabilities that support our wealth clients, relationship teams, operations partners,... ...will use qualitative insights, quantitative data, feedback, and operating metrics to shape...Full timeTemporary workWork at officeFlexible hours3 days per week$150k - $200k
...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- ...member for the role of Vice President, Product Owner to join our Wealth Services Platform... ...’s Wealth Services Data Group, you’ll own,... ..., develop and manage the end-to-end lifecycle... ...services for our clients. This role is located... ...across party and account reference data, reporting...AccountsWorldwideFlexible hours
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