JOB DESCRIPTION
Client360 is one of JPMorgan Chase Commercial & Investment Bank's strategic pillars, building the future of our business, and unifying the data fabric of all client activity. Combined with external data, Client360 leverages this unique data asset to deliver insight and enterprise rewiring at scale.
As a Research and Development Lead you will spearhead the exploration and development of innovative data solutions and processes for Client360. Your role involves piloting and implementing cutting-edge solutions that expand Client360 capabilities, improve client experience, and drive operational performance. You will be responsible for identifying emerging trends, evaluating new tools, and fostering a culture of experimentation within the organization.
Within Data, Digital and AI, you will manage the planning and execution of R&D initiatives, working closely with cross-functional teams to deliver measurable business outcomes. By championing innovation, supporting compliance, and integrating insights from various sources, you will help advance CRM transformation across multiple lines of business, enabling enterprise-wide change and supporting long-term growth.
Job Responsibilities
- Manages the delivery and optimization of research and development initiatives for Client360, ensuring alignment with CIB-wide goals and organizational objectives.
- Participates in the planning, execution, and risk management of R&D programs, including frameworks for experimentation, technology evaluation, and operational efficiency.
- Supports R&D initiatives, adapting to evolving business needs and managing risks to achieve objectives.
- Coaches and mentors junior team members on best practices in research, solution generation, stakeholder engagement, and change management, enabling effective delivery of objectives.
- Monitors R&D performance and supports enhancements to achieve business outcomes and improve user satisfaction.
- Collaborates with engineering, operations, and business teams to evaluate, pilot, and implement new technologies and processes, ensuring scalability, reliability, and user-centricity.
- Helps define the innovation experience for Client360, focusing on process optimization, data-driven insights, and stakeholder satisfaction.
- Assists in establishing and monitoring key performance indicators, ensuring R&D initiatives deliver measurable business value and support long-term strategic goals.
- Leverages analytics and emerging technologies to help derive actionable insights from integrated data and third-party sources, supporting comprehensive client profiles and improved decision-making.
- Understands the needs of internal teams and anticipates future requirements, collaborating with stakeholders across Markets, Payments, Global Banking, and the Private Bank to drive consistency and adoption of innovative solutions.
- Utilizes R&D initiatives to deliver personalized client experiences, streamline operations, and enhance decision-making, while supporting regulatory compliance and risk management.
Required qualifications, capabilities, and skills
- 5+ years of experience or equivalent expertise delivering research and development initiatives, business projects, or transformation programs.
- Strong knowledge of R&D processes, business process improvement, strategic planning, and data analytics.
- Demonstrated ability to support adoption of key R&D lifecycle activities including discovery, ideation, development, requirements definition, and value management.
- Experience supporting change within organizations and managing stakeholders across multiple functions.
- Track record of contributing to large-scale R&D, technology integration, or analytics projects.
- Good understanding of technology evaluation, data governance, regulatory compliance, and operational risk management.
- Excellent problem-solving skills and strategic thinking about R&D initiatives and their impact on organizational objectives.
- Strong communication and interpersonal skills, with the ability to articulate and present complex research concepts and insights to both technical and non-technical audiences.
- Experience with emerging technologies and best practices in research, business analytics, and CRM
- Experience with emerging technologies and best practices in business analytics and CRM.
- Experience in research and development, technology evaluation, business process management, CRM systems, or related fields within a financial institution.
- Bachelor's degree in Business, Data Science, Engineering, or a related field.
- Experience in ensuring customers and stakeholders are engaged and positive about the solutions delivered.
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
