KYC Data Product Manager (Senior Associate) Shaping the future of Wealth Management data, the KYC Data Product team builds and operates the foundational data capabilities that power client onboarding ...
KYC Data Product Manager (Senior Associate) Shaping the future of Wealth Management data, the KYC Data Product team builds and operates the foundational data capabilities that power client onboarding ...
Senior Financial Advisor
Dublin, OH · On-site
Meeder associates enjoy a dynamic working environment that is built on our five core values ... The Meeder Wealth Management team consists of experienced, enthusiastic, knowledgeable ...
Senior Financial Advisor
Dublin, OH · On-site
Meeder associates enjoy a dynamic working environment that is built on our five core values ... The Meeder Wealth Management team consists of experienced, enthusiastic, knowledgeable ...
Senior Financial Advisor
Dublin, OH · On-site
Meeder associates enjoy a dynamic working environment that is built on our five core values ... The Meeder Wealth Management team consists of experienced, enthusiastic, knowledgeable ...
Senior Financial Advisor
Dublin, OH · On-site
Meeder associates enjoy a dynamic working environment that is built on our five core values ... The Meeder Wealth Management team consists of experienced, enthusiastic, knowledgeable ...
As a Wealth Management Attorney, on the J.P. Morgan Wealth Management Legal team, you will apply your strong subject matter expertise in securities regulations-including FINRA Rules, Regulation Best ...
As a Wealth Management Attorney, on the J.P. Morgan Wealth Management Legal team, you will apply your strong subject matter expertise in securities regulations-including FINRA Rules, Regulation Best ...
As a Senior Associate in the Banking & Wealth Management Controllers team, you will support the reporting and analysis of Wealth Management products for the Banking & Wealth Management line of ...
As a Senior Associate in the Banking & Wealth Management Controllers team, you will support the reporting and analysis of Wealth Management products for the Banking & Wealth Management line of ...
As a Senior Associate in the Banking & Wealth Management Controllers team, you will support the reporting and analysis of Wealth Management products for the Banking & Wealth Management line of ...
As a Senior Associate in the Banking & Wealth Management Controllers team, you will support the reporting and analysis of Wealth Management products for the Banking & Wealth Management line of ...
As a Senior Associate in the Banking & Wealth Management Controllers team, you will support the reporting and analysis of Wealth Management products for the Banking & Wealth Management line of ...
As a Senior Associate in the Banking & Wealth Management Controllers team, you will support the reporting and analysis of Wealth Management products for the Banking & Wealth Management line of ...
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As an Advisor Onboarding Associate in the Advisor Onboarding Team for J.P. Morgan Wealth Management, you will initiate and execute the onboarding process for newly hired Advisors, ensuring a positive ...
As an Advisor Onboarding Associate in the Advisor Onboarding Team for J.P. Morgan Wealth Management, you will initiate and execute the onboarding process for newly hired Advisors, ensuring a positive ...
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PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients ... In partnership with branch manager and/or investment sales associate, leads the branch team on ...
PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients ... In partnership with branch manager and/or investment sales associate, leads the branch team on ...
PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients ... In partnership with branch manager and/or investment sales associate, leads the branch team on ...
PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients ... In partnership with branch manager and/or investment sales associate, leads the branch team on ...
PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients ... In partnership with branch manager and/or investment sales associate, leads the branch team on ...
PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients ... In partnership with branch manager and/or investment sales associate, leads the branch team on ...
Be Seen First
Wealth Management Client Service Associate
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$40K - $60K/yr
Candidates without prior financial services or wealth management experience are unlikely to be a fit* Dublin, OH | Full-Time (In-Office) About Us At Ameriprise Financial, we're passionate about ...
Quick apply
Be Seen First
Wealth Management Client Service Associate
Dublin, OH · On-site
$40K - $60K/yr
Candidates without prior financial services or wealth management experience are unlikely to be a fit* Dublin, OH | Full-Time (In-Office) About Us At Ameriprise Financial, we're passionate about ...
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$20 - $25/hr
Harmony Wealth Advisors is a Worthington-based, independent investment and wealth management ... The Client Services Associate is the face of our firm to existing clients. You will own the day-to ...
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Worthington, OH · On-site
$20 - $25/hr
Harmony Wealth Advisors is a Worthington-based, independent investment and wealth management ... The Client Services Associate is the face of our firm to existing clients. You will own the day-to ...
Part-Time Client Services Associate
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$20 - $25/hr
Harmony Wealth Advisors is a Worthington-based, independent investment and wealth management ... The Client Services Associate is the face of our firm to existing clients. You will own the day-to ...
Part-Time Client Services Associate
Worthington, OH · On-site
$20 - $25/hr
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J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH
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Associate Rbc Wealth Management information
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$31
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Posted 9 days ago
JPMorgan Chase & Co. rating
8.0
Based on 486 frontline employees who took The Breakroom Quiz
54th of 144 rated banks
Job description
Shaping the future of Wealth Management data, the KYC Data Product team builds and operates the foundational data capabilities that power client onboarding, regulatory compliance, and risk management decisions.
Job Summary
As a KYC Data Product Manager (Senior Associate) in JP Morgan's Wealth Management division, you will own end-to-end delivery of KYC data products—from API ingestion through persistence to distribution via batch and GraphQL. You will apply strong data modeling and analytics skills, leverage AI-assisted practices across the SDLC, and collaborate with engineering, compliance, and data stakeholders to improve speed, quality, and clarity of delivery in the KYC domain.
Job responsibilities
- Own KYC data products end-to-end, managing backlog across ingestion, validation, persistence, transformations, and distribution
- Write epics and user stories with clear acceptance criteria tied to consumer outcomes, regulatory requirements, and data quality
- Define API contracts including payload structure, validations, idempotency expectations, error handling, versioning, and SLAs for KYC data flows
- Lead producer onboarding, testing approach, cutovers, and migrations or deprecations for KYC data sources
- Review and contribute to logical data models for KYC entities, ensuring attributes, relationships, and cardinalities support downstream compliance and distribution needs
- Define batch distribution scope, selection logic, file formats, schedules, delivery mechanisms, retention, reconciliation, reruns, backfills, and SLAs for KYC data consumers
- Partner on GraphQL schema evolution, filtering, pagination, performance guardrails, error semantics, and deprecation or versioning for KYC queries
- Profile KYC data, quantify issues such as missingness, duplicates, and anomalies, and validate fixes using analytics and data science techniques
- Define and track KPIs to inform prioritization and measure KYC product health
- Use AI tools to accelerate SDLC activities including drafting stories, creating test scenarios, summarizing requirements, generating documentation, and supporting analysis workflows with appropriate human review
- Ensure requirements address PII handling, entitlements, access controls, retention, and auditability across KYC ingestion and distribution
Required qualifications, capabilities, and skills
- 5+ years of experience as a Product Owner, Business Analyst, or Product Manager in data or technology delivery
- Strong requirements writing and backlog management skills with comfort working in agile delivery
- Ability to read logical data models and create conceptual data models with clear entities, relationships, and shared definitions
- Strong SQL and data reasoning skills with ability to validate data issues and fixes
- Familiarity with batch distribution patterns and GraphQL fundamentals including schema, queries, pagination, and filtering
- Demonstrated ability to use AI-assisted tools as part of SDLC for requirements, testing, documentation, and analysis support with appropriate validation and controls mindset
- Strong collaboration and relationship-building skills with compliance, business, technical, and data stakeholders
Preferred qualifications, capabilities, and skills
- KYC domain experience including client identification, verification, due diligence, risk rating, and periodic review processes
- Entity resolution and matching concepts knowledge
- Experience defining data quality monitoring and operational SLAs and SLOs
- Familiarity with regulatory frameworks such as AML, BSA, and CDD requirements
- Experience in wealth management or related financial services
- Ability to prepare and present information to management and cross-functional teams
- Analytical mindset with the ability to break down and solve complex problems
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Pay
Benefits
Hours and flexibility
Workplace
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US