Wealth Management - Data Strategy & Architecture, Client Acquisition Lifecycle, Analytics, and Applied AI Director

Job Description

Shape how data and AI transform wealth management—leading strategy, architecture, and delivery that elevate client experience, strengthen controls, and accelerate analytics across our Global Private Bank.

As an Executive Director within Data Strategy & Architecture (Client Acquisition Lifecycle / Analytics & Applied AI), you will define and evolve the data strategy and target-state architecture for client acquisition, analytics, and applied AI across the Global Private Bank. You’ll partner with business, data and technology leaders to deliver scalable data models, enable strategic data provisioning, and drive lifecycle-aware solutions that support operational, analytical, and regulatory needs.

Drive the future of data strategy and architecture in wealth management. As a leader in our Global Private Bank, you’ll empower business transformation through data delivery, advanced analytics and applied AI. Collaborate with top talent and influence how data enables a superior client experience, operational excellence, and regulatory compliance. Make a lasting impact in a dynamic, high-profile environment.

Job responsibilities

• Own and align CALM data strategy and architecture across KYC, onboarding, CRM, and related capabilities
• Define and maintain domain structures and core data concepts with clear, implementable relationships
• Guide data product delivery for data continuity and interoperability across GPB and adjacent verticals
• Design reusable, lifecycle-aware datasets for operational, analytical, risk, and regulatory use cases
• Develop cross-domain, consumer-focused data products for analytics and agentic AI
• Establish scalable modeling patterns to improve agility and reduce rework
• Enable Strategic Data Provisioning Services and ensure data decisions are driven by prioritized use cases
• Translate consumer needs into dataset definitions and semantic objects for operational and analytical use
• Partner with technology to deliver analytic and cross-domain data products through data mesh-aligned patterns
• Collaborate on semantic layer design for consistent business definitions and metrics
• Manage and develop a team of data architects, setting priorities and ensuring timely delivery of models and artifacts

 

Required qualifications, capabilities, and skills 

• 8 years of proven ability to create data strategy, design data architecture, and/or drive data transformation through change initiatives in complex organizations
• Demonstrated ability to partner or consult with business product managers, process owners, and consumption stakeholders across front office, analytics, risk, regulatory, and controls
• Knowledge of the financial services client lifecycle (CRM, Party Master, Account Master, KYC, Onboarding, Relationship Maintenance)
• Track record working with technology teams to deliver data mesh capabilities, data products, semantic layers, and/or analytics
• People leadership capability, including direct management experience
• Expertise in domain modeling and scalable, lifecycle-aware data modeling, including conceptual and logical modeling, semantic consistency, and change-tolerant patterns

 

Preferred qualifications, capabilities, and skills

• Hands-on innovation using AI to improve product delivery, operations, and/or controls (preferred)
• Familiarity with party and account data management within financial services
• Ability to translate business outcomes and requirements into clear, implementable architecture and semantic designs
• Strong delivery orientation, including the ability to define roadmaps at the dataset and data product levels

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 Team

J.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.​