JPMorgan Wealth Management - AI Custodian Specialist

JPMorgan Chase & Co.•Columbus, OH

About The Position

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.

Requirements

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.

Nice To Haves

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.

Responsibilities

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.
Monitor and incorporate new regulations, firm policies, and compensation formula changes into the AI library, ensuring all content is current and compliant.
Work closely with Finance, HR, Technology, and Reporting teams to integrate relevant data and processes, supporting end-to-end transparency and accuracy.
Design and execute quality checks to validate AI outputs against expected values, investigating discrepancies and implementing corrective actions.
Provide clear documentation and training materials to help advisors and managers understand AI-driven compensation calculations and updates.
Identify opportunities to enhance the AI library’s usability, accuracy, and integration with compensation dashboards and reporting tools.
Participate in initiatives aimed at improving operational efficiency, advisor experience, and regulatory compliance.