Lead Solutions Analyst II | Business Systems, Data & AI (Wealth Management)

JPMorganChase; Plano (TX); On-site; USD 120,000 - 150,000; Full time

Job summary

JPMorganChase in the United States is seeking a Lead Solutions Analyst II | Business Systems, Data & AI (Wealth Management). This role bridges product owners, business teams, and software developers to transform complex challenges into scalable, data-driven solutions, applying an AI-first approach.

You will drive data analytics, partner across teams on architecture and systems, guide AI-assisted engineering practices, and promote secure, compliant delivery.

Qualifications

• Experience eliciting and documenting business and data flow requirements.
• Proficient in data extraction, interpretation, and data-informed decision making.
• Developing technical fluency in platforms, tools, and technologies with curiosity to expand knowledge.
• Experience leading AI-assisted software development tools and validating AI outputs for correctness, performance, and security.
• Strong understanding of responsible AI use in engineering workflows, data sensitivity, secure handling, resiliency and security expectations.

Responsibilities

• Contribute to data-driven decision-making by extracting insights from large, diverse data sets and applying data analytics techniques.
• Collaborate with cross-functional teams to provide input on architecture designs and operating systems, ensuring alignment with business strategy and technical solutions.
• Drives team adoption of enterprise-authorized AI-assisted engineering practices to improve code quality, delivery speed, and operational outcomes, with standardized validation and reuse.
• Applies knowledge of SDLC tools to improve automation value.
• Assist in managing project dependencies and change control in a fast-paced environment.
• Promote continuous improvement by identifying opportunities for process enhancements in Solutions Analysis.
• Guide the work of others, ensuring timely completion and adherence to principles and practices.

Skills

Data analytics

SQL

AI tools

Data visualization

Stakeholder communication

Agile methods

Cloud basics

Cross-functional collaboration

Requirements gathering

Documentation

Job description

Job Description

Join our team as a Lead Solutions Analyst II | Business Systems, Data & AI (Wealth Management) and be at the forefront of driving technical innovation and strategic business solutions. Your role will be key to transforming complex challenges into efficient, tailored solutions, fostering both personal and professional growth.

As a Lead Solutions Analyst II | Business Systems, Data & AI (Wealth Management) in the Asset & Wealth Management line of business, you will play a pivotal role in bridging the gap between product owners, business, operations, and software developers by leveraging your technical and analytical reasoning skills. You’ll elicit and document business and data flow requirements, translating them into well‑structured and technically feasible solutions. Bringing an AI‑first approach, you’ll apply modern tools and an awareness of emerging technology to investigate problems and accelerate your work, taking ownership of features and driving initiatives forward. Your adaptability will be valuable in ambiguous situations and in effectively handling dependencies. Your strong foundation in data analytics will support the development of innovative solutions, and your excellent verbal and written communication skills will ensure clear and compelling exchanges with diverse stakeholders, fostering collaboration and driving the success of the company’s projects and programs.

Job Responsibilities

• Contribute to data‑driven decision‑making by extracting insights from large, diverse data sets and applying data analytics techniques
• Collaborate with cross‑functional teams to provide input on architecture designs and operating systems, ensuring alignment with business strategy and technical solutions
• Drives team adoption of enterprise‑authorized AI‑assisted engineering practices within the work environment to improve code quality, delivery speed, and operational outcomes (e.g., AI‑assisted code review/refactoring, test strategy acceleration, incident/root‑cause analysis support), while establishing consistent validation standards (secure coding, peer review, automated testing) and promoting reuse of effective patterns across the team
• Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise‑authorized AI‑assisted development and automation capabilities, to improve the value realized by automation
• Assist in managing project dependencies and change control by demonstrating adaptability and leading through change in a fast‑paced environment
• Promote continuous improvement initiatives by identifying opportunities for process enhancements and applying knowledge of principles and practices within the Solutions Analysis field
• Guide the work of others, ensuring timely completion and adherence to established principles and practices

Required Qualifications, Capabilities, And Skills

• 2+ years of experience or equivalent expertise in solutions analysis, with a focus on eliciting and documenting business and data flow requirements
• Demonstrated proficiency in data fluency, including experience with data extraction, interpretation, and making data‑informed decisions
• Developing technical fluency in relevant platforms, software tools, and technologies, with a curiosity to continuously expand technical knowledge
• Demonstrated experience leading effective use of approved AI‑assisted software development tools (e.g., for coding, code review, test acceleration, troubleshooting) with the ability to set team expectations for validating AI outputs for correctness, performance, and security
• Strong understanding of responsible AI use in engineering workflows, including data sensitivity considerations, secure handling of inputs/outputs, and adherence to resiliency and security expectations; experience coaching engineers on safe, compliant adoption within delivery practices
• Experience in data visualization and analytics, including understanding of vendor products and managing vendor relations
• Strong written communication skills, with a proven ability to effectively translate complex information for diverse stakeholder audiences
• AI‑first approach to problem‑solving, with comfort experimenting with and applying AI tools to research, analysis, and day‑to‑day workflows
• Experience working in a collaborative, cross‑functional environment with both technical and non‑technical stakeholders
• Strong written and verbal communication skills, with the ability to clearly articulate complex problems in multiple ways and present to diverse audiences
• Proficiency in creating business requirements documents, process flows, and user stories

Preferred Qualifications, Capabilities, And Skills

• Hands‑on experience using AI tools such as generative AI assistants or LLM‑based tools to support analysis, documentation, or productivity
• Familiarity with wealth management, financial services, or investment products and platforms
• Experience working within agile or scrum delivery frameworks
• Exposure to data analysis tools or query languages such as SQL, and to data visualization platforms
• Understanding of Cloud based platforms such as AWS.
• Understanding of API integrations, system architecture, or modern data and AI pipeline concepts
• Experience supporting technology implementations or digital transformation initiatives

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.