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
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
Skills Required
- 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
- 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
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.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
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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