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Job Description

Client Account Services (CAS) team is responsible for setting up and maintaining critical reference data related to confirmations and settlements for corporate and bank clients. This includes static data maintenance, settlement maintenance, and callback validation. CAS ensures alignment with JP Morgan's business priorities by understanding data consumers' needs and expectations, and by clearly defining responsibilities and metrics for success


As a Data Operations Leader at JPMorgan Chase, you will leverage your expertise in client reference data to drive transformation initiatives and support projects through collaboration with Product, Operations, and Technology teams. You will lead data management functions, ensuring data quality and implementing standards using Data Analytics, Governance, and Structuring. Your role involves managing daily operations, enhancing process efficiency through automation tools, and mitigating risks in post-trade processing. You will partner with stakeholders to design architecture, simplify operating models, and cross-reference client accounts. Additionally, you will oversee client reference data governance, manage resources within budget, and foster a risk-aware culture.
Job Responsibilities:


  • Lead resource management and oversee key outcomes within a function, with authority over cross-functional or direct/indirect team management.
  • Act as a Subject Matter Expert or manage teams of managers and individual contributors.
  • Supervise daily operations in areas such as Account Opening, Settlement Instructions, Cash Callbacks, Static Data Maintenance, and Entitlements.
  • Collaborate with functional leaders to advance strategic initiatives focused on data quality and enhancing client experience.
  • Leverage data analytics and automation tools like Automation Anywhere, UIPath, Alteryx, and Tableau to drive process improvements and mitigate risks.
  • Foster a culture of innovation, risk awareness, and compliance, while developing high-performance, diverse teams.
  • Prepare and deliver comprehensive management reports and presentations, both standard and ad hoc.

Required qualifications, capabilities and skills:
 


  • Over 10 years of relevant experience, with a Bachelor's degree required
  • Possesses extensive industry knowledge, particularly in Financial products and services such as Fixed Income, Currencies and Commodities, Equities, Prime Brokerage, and Clearing.
  • Skilled in crafting executive summaries and communications for senior stakeholders, as well as writing clear, concise, and professional policies, standards, and procedures.
  • Demonstrates strong people management and development abilities.

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 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.



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