Wealth Management - Client and Account Data - Product Manager– Vice President

As a driving force behind data excellence in Wealth Management, the Product Manager for Client and Account Data shapes strategy, innovation, and high-impact results.

As a Client and Account Data Product Manager in JP Morgan’s Wealth Management, you will play a pivotal leadership role within the Client Service division, shaping and executing the strategic vision for the Party and Account Data Domain. You will ensure the delivery of high-quality, reliable data to meet business and client needs, driving data strategy, quality, and risk mitigation across Wealth Management. Collaborating closely with operations, advisors, and business stakeholders, you will enhance data processes, integrate advanced analytics, and support agile transformation. Reporting to the Executive Director, you will champion data excellence, innovation, and continuous improvement, making a significant impact on the division’s strategic objectives.

Job responsibilities

• Own and execute the product vision, leveraging market and technology opportunities to drive business value
• Establish and manage relationships with data consumers and business stakeholders to understand and address their goals and challenges
• Manage the product backlog in an agile environment, using data-driven insights to prioritize and describe development needs
• Evaluate requirements, write well-defined user stories, specify acceptance criteria, and track issues and action items
• Define and implement common capabilities and micro-services solutions for reuse across Wealth Management
• Drive data quality testing and improvement efforts, integrating data into analytics platforms for advanced projects such as machine learning and AI
• Manage processes to identify, monitor, and mitigate data-related risks, ensuring compliance with firm-wide policies

Required qualifications, capabilities, and skills

• Proven track record in leading data or technology-driven products from vision to execution
• Deep understanding of Agile (Scrum) frameworks, backlog management, and iterative development
• Strong skills in data governance, data modeling, and ensuring data quality.
• Ability to build and manage relationships with business, technical, and data consumer stakeholders
• Experience with microservices architecture and integrating data into analytics platforms.
• Advanced skills in data analysis, process mapping, and using analytical tools (e.g., Alteryx, MS Visio)
• Demonstrated ability to lead teams, drive change, and influence across business and technology functions

Preferred qualifications, capabilities, and skills

• Prior experience in the wealth management industry or related financial services
• Strong understanding of Client or Account data domains and industry-specific challenges
• Ability to create and deliver presentations for senior management and diverse audiences
• Exceptional written and verbal communication skills for complex topics
• Skilled at managing multiple tasks and priorities in a fast-paced environment
• Ability to work independently and collaboratively within cross-functional teams
• Capacity to quickly define, deconstruct, and solve complex business problems