Product Manager - WM Securities Reference Data

Be a leader committed to understanding customer needs with advanced knowledge of product development, design, and data analytics.

 

As a Product Manager within the Wealth Management Data Programs Team, you will serve as the lead for the build and adoption of the strategic source of record for Wealth Management Securities Reference Data—including Instrument, Pricing, Classification, and Issuer data. You will be responsible for stakeholder management, requirements documentation, process reengineering, data rationalization, and data mining across applications to identify patterns and mitigate risks. You will act as a key liaison between Business and Technology, driving strategy, support, and adoption for Securities Reference Data, with a primary focus on Classification.

 

 

Job Responsibilities

 

• Develop and maintain comprehensive program plans, including timelines, resource allocation, and deliverables tracking.
• Establish and maintain transparent, ongoing communication with stakeholders by providing timely updates, proactively addressing concerns, and effectively managing expectations.
• Ensure product delivery and adoption are aligned with business priorities and strategic objectives.
• Collaborate with technology and business teams to gather and document requirements for new builds and enhancements.
• Initiate and lead cross-functional working groups with technology and business partners to develop success criteria, track progress, and ensure accountability.
• Conduct in-depth data analysis and create data transformation documentation to facilitate migration from legacy to strategic platforms.
• Design and implement operating models to support robust controls throughout the end-to-end data lifecycle.
• Recommend and implement tools and processes to enhance transparency and reporting capabilities.
• Document and monitor project metrics, reporting, and scorecards to measure progress and outcomes.

 

 

Required Qualifications, Capabilities, and Skills

 

• 5+ years of experience in a major financial services organization, with a focus on data product management, business analysis, and data/system migration projects.
• Bachelor’s degree in any related field (or equivalent experience).
• Deep knowledge of data domains relevant to asset & wealth management, including listed and derivative securities, pricing, classification, and party data.
• Strong understanding of best practices for Business Requirements Documents (BRDs) and proven ability to manage large-scale data programs.
• Thorough understanding of the financial services industry, including buy-side and sell-side operations, as well as related technology functions.
• Experience in large program management and deep domain knowledge of securities reference data, particularly market sector and industry classifications across all asset classes, as well as expertise in data usage within downstream systems.

• High personal and professional integrity, with a strong work ethic and background in data management practices and data quality frameworks.

 

Preferred Qualifications, Capabilities, and Skills

• Awareness of industry regulatory requirements related to data with a strong background in financial securities (both vanilla and derivatives), familiarity with vendor data sources, robust project management skills, and technical 
• Proficiency in productivity tools such as PowerPoint, Excel, Visio, also SQL, or Alteryx

• Excellent business analysis skills, results-oriented mindset, and a proactive approach to delivery.

• Ability to build and manage relationships across business functions (front office, middle office, operations, technology, risk, compliance, finance).

 

 

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 he