Securities Services - Client Data Exchange Product Development - Vice President

JPMorgan Chase & Co.; Tampa (FL); On-site; USD 190,000 - 230,000; Full time

Job summary

JPMorgan Chase & Co. in Tampa is seeking a Vice President, Instruction Capture Client Data Exchange Product Owner to lead end-to-end initiatives for client data exchange across multiple asset classes.

You will manage a major institutional client’s portfolio conversion, collaborate with cross-functional teams, and drive roadmap decisions while leveraging AI-enabled analytics to optimize validation logic and minimize manual interventions.

Qualifications

• Experience in product management or product ownership within financial services.
• Deep understanding of post-trade operations and trade lifecycle.
• Background in asset management or investment management operations.
• Proven experience managing large-scale client onboarding or conversion engagements.
• Ability to navigate and influence complex matrix organisations.
• Strong data analysis skills and working knowledge of AI and data analytics in financial services.
• Proficiency in Microsoft Excel, Visio, PowerPoint and JIRA.
• Understanding of software development life cycle in agile and waterfall methodologies.

Responsibilities

• Lead the joint book of work for a major institutional client’s portfolio conversion, acting as the primary product contact.
• Build and maintain trusted relationships with client operational, technology and middle office teams.
• Translate complex client requirements into actionable product deliverables and influence roadmap priorities.
• Own and drive the product vision and roadmap for Instruction Capture across multiple asset classes.
• Author scope documents and business requirements, ensuring accurate lifecycle event capture across formats (SWIFT, XML, FIX, CSV).
• Identify and implement product improvements to enhance straight-through processing and reduce manual intervention.
• Navigate and influence a complex matrix organisation, aligning stakeholders towards shared outcomes.
• Lead cross-functional working groups and communicate product status, decisions and risks to senior stakeholders.
• Negotiate prioritisation across competing roadmaps and manage development, testing and release cycles.
• Partner with the Chief Data & Analytics Office to integrate data strategy, governance and AI capabilities.
• Apply AI-driven analytics to improve validation logic and enhance client data exchange intelligence.

Skills

Product management

Post-trade operations

Asset management operations

Large-scale onboarding

Matrix organisations

Data analytics in financial services

MS Excel

Visio

PowerPoint

JIRA

SDLC knowledge (agile/waterfall)

Tools

JIRA

Excel

Visio

PowerPoint

Job description

Are you ready to shape the future of post-trade operations? Join a team where your expertise and ideas will drive innovation and deliver meaningful outcomes for clients. This is your opportunity to lead at the intersection of data, technology and client strategy. Collaborate with talented colleagues and make a tangible impact on the evolution of our Securities Services platforms. Take the next step in your career and help us redefine what’s possible.

As a Vice President, Instruction Capture Client Data Exchange Product Owner in the Securities Services Product Development team, you will play a pivotal role in transforming how client instructions are managed and delivered. You will work closely with a large-scale institutional client, leading the end-to-end product journey for a significant portfolio conversion. You will collaborate with cross-functional teams, influence product strategy, and help drive the adoption of AI-enabled capabilities. Together, we will deliver innovative solutions and set new standards for client data exchange.

Job responsibilities:

• Lead the joint book of work for a major institutional client’s portfolio conversion, acting as the primary product contact
• Build and maintain trusted relationships with client operational, technology and middle office teams
• Translate complex client requirements into actionable product deliverables and influence roadmap priorities
• Own and drive the product vision and roadmap for Instruction Capture across multiple asset classes
• Author scope documents and business requirements, ensuring accurate lifecycle event capture across formats (SWIFT, XML, FIX, CSV)
• Identify and implement product improvements to enhance straight-through processing and reduce manual intervention
• Navigate and influence a complex matrix organisation, aligning stakeholders towards shared outcomes
• Lead cross-functional working groups and communicate product status, decisions and risks to senior stakeholders
• Negotiate prioritisation across competing roadmaps and manage development, testing and release cycles
• Partner with the Chief Data & Analytics Office to integrate data strategy, governance and AI capabilities
• Apply AI-driven analytics to improve validation logic and enhance client data exchange intelligence

Required qualifications, capabilities, and skills:

• Experience in product management or product ownership within financial services
• Deep understanding of post-trade operations, including trade lifecycle, settlements, corporate actions and asset servicing
• Background in asset management or investment management operations, supporting middle office functions
• Proven experience managing large-scale client onboarding or conversion engagements
• Ability to navigate and influence complex matrix organisations through expertise and relationships
• Strong data analysis skills and working knowledge of AI, machine learning and data analytics in financial services
• Proficiency in Microsoft Excel, Visio, PowerPoint and JIRA
• Understanding of software development life cycle in agile and waterfall methodologies

Preferred qualifications, capabilities, and skills:

• Experience in Instruction Capture with familiarity across SWIFT, FIX, XML and CSV formats
• Hands-on exposure to AI tools, data platforms or intelligent automation in financial services
• Experience with derivatives lifecycle management or expert systems for instruction capture
• Prior collaboration with a Chief Data & Analytics Office or equivalent data governance function
• Experience working in a diverse and inclusive environment
• Additional professional certifications relevant to product management or data analytics