Demo

Data Transformation & Strategy Lead- Vice President

JPMorgan Chase
Brooklyn, NY Full Time
POSTED ON 5/27/2026
AVAILABLE BEFORE 7/27/2026

We are looking for a dynamic and motivated individual to join our Party Reference Data Change Management Team as a VP - Data Transformation Lead. In this exciting role, you will take the lead on projects that support strategic and business change initiatives aligned with our Reference Data Strategy. If you are passionate about driving operational efficiency through innovative operating model design, data architecture, and advanced technology, this is a fantastic opportunity for you to showcase your expertise in transforming processes and enhancing overall performance. Join us and make a meaningful impact as we shape the future of our data operations!

 

As the Data Transformation Lead- Vice President within Client Account Services, you will own a cross-functional transformation agenda that advances the firmwide Reference Data strategy. You will lead a global team to redesign operating models, uplift data quality and controls, and streamline end-to-end party creation and maintenance processes that underpin Client Onboarding, KYC, and regulatory reporting. Partnering closely with Party Reference Data leadership, Reference Data Strategy, Technology, and business stakeholders, you will deliver measurable improvements in client experience, operational efficiency, and control outcomes.

 

Job Responsibilities

  • Build and lead a high-performing global team; recruit, develop, and retain talent; manage capacity and performance plans.
  • Own end-to-end program delivery with integrated plans, milestones, dependencies, and KPIs aligned to business objectives and measurable benefits.
  • Define and socialize the target operating model for party/client reference data, including roles and responsibilities (RACI), handoffs, controls, and SLAs; ensure alignment with data governance standards and regulatory expectations.
  • Assess current-state processes end to end; design and implement future-state operating models that reduce cycle time, manual touchpoints, and rework while improving data quality.
  • Produce executive-ready materials in PowerPoint, backed by rigorous analysis in Excel and collaboration in SharePoint; synthesize complex topics into clear insights, options, and recommendations for leadership and working teams.
  • Orchestrate cross-functional execution across business, operations, technology, risk, and compliance; establish governance and decision forums and a communication cadence that keeps stakeholders informed, aligned, and accountable.
  • Identify and deliver operational synergies with Client Onboarding, KYC, Document Management, and Tax; eliminate redundancies and manual processes;
  • Manage stakeholder relationships across Business and Operations; align on priorities, success metrics, risks, and dependencies; communicate status and decisions to senior leadership.
  • Partner with Reference Data Strategy, Program/Project Management, and Technology to implement future-state data models and domains and to operationalize the target operating model within the Utility.
  • Translate client experience goals into concrete party reference data improvements and contribute to firmwide transformation initiatives.
  • Facilitate analysis workshops and working groups; prepare materials; document decisions; and maintain artifacts such as process maps, RACI matrices, procedures, and control designs.

 

Required qualifications, capabilities, and skills

  • Seasoned with roughly five years’ experience in data management, process management, business process reengineering, and related transformation roles within large, complex organizations.
  • Visual, with strong concept visualization skills spanning process, data, and decision modeling.
  • Proven in program, project, and change management, leading multi-stakeholder initiatives from discovery through adoption and stabilization.
  • Hands-on in defining and implementing business and operational processes.
  • Excellent in written and verbal communication, crafting clear policies, procedures, executive updates, and leadership-ready narratives.
  • Exceptional in problem-solving and analytics, with high attention to detail and data-driven decision-making.
  • Self-directed and highly motivated, operating autonomously while driving alignment across teams, functions, and time zones.
  • Expert in developing deep subject-matter knowledge in party reference data and simplifying complex topics.
  • Organized with strong time-management, effectively prioritizing across multiple workstreams.
  • Technically fluent in Excel, PowerPoint, and SharePoint; familiar with workflow/process tools and data governance/quality platforms, with a reminder to verify any third-party solutions are approved for use at JPMorgan Chase before implementation.
  • Domain-aware across party reference data, client onboarding, KYC, document management, and tax data requirements, with regulatory familiarity including MiFID, EMIR, CCPA, and NCMR.

 

Preferred qualifications, capabilities, and skills

  • Experienced in financial services.

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