VP, Client Data Exchange Product Lead – Securities Services

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

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.