JPMorgan Wealth Management - AI Custodian Specialist

Job Description

At J.P. Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time. Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients.

As the AI Custodian Specialist, on the Field Performance & Incentives team, a newly created role dedicated to advancing the team’s use of artificial intelligence in compensation research, process improvement, and regulatory compliance, you will be responsible for building and maintaining a robust AI library, ensuring its accuracy and relevance by integrating regulatory changes, policy updates, and cross-functional data.

Job Responsibilities

• AI Library Development: Lead the creation and ongoing enhancement of an AI-powered library for advisor field performance and incentives research, including process documentation, regulatory references, and policy updates.
• Regulatory & Policy Integration: Monitor and incorporate new regulations, firm policies, and compensation formula changes into the AI library, ensuring all content is current and compliant.
• Cross-Functional Collaboration: Work closely with Finance, HR, Technology, and Reporting teams to integrate relevant data and processes, supporting end-to-end transparency and accuracy
• Quality Assurance: Design and execute quality checks to validate AI outputs against expected values, investigating discrepancies and implementing corrective actions.
• Advisor Support: Provide clear documentation and training materials to help advisors and managers understand AI-driven compensation calculations and updates.
• Process Improvement: Identify opportunities to enhance the AI library’s usability, accuracy, and integration with compensation dashboards and reporting tools.
• Special Projects: Participate in initiatives aimed at improving operational efficiency, advisor experience, and regulatory compliance.

Required Qualifications, Capabilities, and Skills

• Bachelor’s Degree in Finance, Business, Economics, Computer Science, or a related field.
• 2+ years of experience in financial services, compensation research, or AI/data management.
• Strong analytical skills and attention to detail; ability to validate complex outputs and resolve discrepancies.
• Experience with AI tools, data libraries, or process automation in a business environment.
• Excellent written and verbal communication skills; ability to explain technical concepts to non-technical stakeholders.
• Collaborative team player with strong interpersonal skills and discretion handling confidential information.
• Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment.

Preferred Qualifications, Capabilities, and Skills

• Experience supporting financial advisors or working in a wealth management environment.
• Familiarity with compensation formulas, regulatory compliance, and policy documentation.
• Proficiency in Excel, AI platforms, and process mapping tools.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.