Data Transformation & Strategy Lead- Vice President

Reposted 6 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead global transformation for party reference data strategy: redesign operating models, uplift data quality and controls, streamline party creation/maintenance, manage cross-functional delivery, build and lead a global team, and drive measurable improvements in client experience and operational efficiency.
Summary Generated by Built In

We are looking for a dynamic and motivated individual to join our Party Reference Data Change Management Team as a VP - Data Transformation Lead. In this exciting role, you will take the lead on projects that support strategic and business change initiatives aligned with our Reference Data Strategy. If you are passionate about driving operational efficiency through innovative operating model design, data architecture, and advanced technology, this is a fantastic opportunity for you to showcase your expertise in transforming processes and enhancing overall performance. Join us and make a meaningful impact as we shape the future of our data operations!


As the Data Transformation Lead- Vice President within Client Account Services, you will own a cross-functional transformation agenda that advances the firmwide Reference Data strategy. You will lead a global team to redesign operating models, uplift data quality and controls, and streamline end-to-end party creation and maintenance processes that underpin Client Onboarding, KYC, and regulatory reporting. Partnering closely with Party Reference Data leadership, Reference Data Strategy, Technology, and business stakeholders, you will deliver measurable improvements in client experience, operational efficiency, and control outcomes.


Job Responsibilities

  • Build and lead a high-performing global team; recruit, develop, and retain talent; manage capacity and performance plans.
  • Own end-to-end program delivery with integrated plans, milestones, dependencies, and KPIs aligned to business objectives and measurable benefits.
  • Define and socialize the target operating model for party/client reference data, including roles and responsibilities (RACI), handoffs, controls, and SLAs; ensure alignment with data governance standards and regulatory expectations.
  • Assess current-state processes end to end; design and implement future-state operating models that reduce cycle time, manual touchpoints, and rework while improving data quality.
  • Produce executive-ready materials in PowerPoint, backed by rigorous analysis in Excel and collaboration in SharePoint; synthesize complex topics into clear insights, options, and recommendations for leadership and working teams.
  • Orchestrate cross-functional execution across business, operations, technology, risk, and compliance; establish governance and decision forums and a communication cadence that keeps stakeholders informed, aligned, and accountable.
  • Identify and deliver operational synergies with Client Onboarding, KYC, Document Management, and Tax; eliminate redundancies and manual processes;
  • Manage stakeholder relationships across Business and Operations; align on priorities, success metrics, risks, and dependencies; communicate status and decisions to senior leadership.
  • Partner with Reference Data Strategy, Program/Project Management, and Technology to implement future-state data models and domains and to operationalize the target operating model within the Utility.
  • Translate client experience goals into concrete party reference data improvements and contribute to firmwide transformation initiatives.
  • Facilitate analysis workshops and working groups; prepare materials; document decisions; and maintain artifacts such as process maps, RACI matrices, procedures, and control designs.

Required qualifications, capabilities, and skills

  • Seasoned with roughly five years’ experience in data management, process management, business process reengineering, and related transformation roles within large, complex organizations.
  • Visual, with strong concept visualization skills spanning process, data, and decision modeling.
  • Proven in program, project, and change management, leading multi-stakeholder initiatives from discovery through adoption and stabilization.
  • Hands-on in defining and implementing business and operational processes.
  • Excellent in written and verbal communication, crafting clear policies, procedures, executive updates, and leadership-ready narratives.
  • Exceptional in problem-solving and analytics, with high attention to detail and data-driven decision-making.
  • Self-directed and highly motivated, operating autonomously while driving alignment across teams, functions, and time zones.
  • Expert in developing deep subject-matter knowledge in party reference data and simplifying complex topics.
  • Organized with strong time-management, effectively prioritizing across multiple workstreams.
  • Technically fluent in Excel, PowerPoint, and SharePoint; familiar with workflow/process tools and data governance/quality platforms, with a reminder to verify any third-party solutions are approved for use at JPMorgan Chase before implementation.
  • Domain-aware across party reference data, client onboarding, KYC, document management, and tax data requirements, with regulatory familiarity including MiFID, EMIR, CCPA, and NCMR.

 

Preferred qualifications, capabilities, and skills

  • Experienced in financial services.
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 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. 

Skills Required

  • Roughly five years experience in data management, process management, business process reengineering, or transformation roles within large organizations
  • Strong concept visualization skills spanning process, data, and decision modeling
  • Proven program, project, and change management experience leading multi-stakeholder initiatives from discovery through adoption
  • Hands-on experience defining and implementing business and operational processes
  • Excellent written and verbal communication, including executive-ready materials and leadership narratives
  • Strong problem-solving and analytics capabilities with high attention to detail
  • Self-directed, able to operate autonomously while aligning teams across functions and time zones
  • Deep subject-matter knowledge in party reference data and ability to simplify complex topics
  • Organized with strong time-management and ability to prioritize multiple workstreams
  • Technical fluency in Excel, PowerPoint, and SharePoint
  • Familiarity with workflow/process tools and data governance/quality platforms
  • Domain awareness across party reference data, client onboarding, KYC, document management, and tax data requirements
  • Regulatory familiarity including MiFID, EMIR, CCPA, and NCMR
  • Experience in financial services

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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