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.