If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you. Join our team and help us develop game-changing, high-quality solutions.
As a **Senior Lead Architect (Business Architect) at JPMorganChase **within Asset and Wealth Management, you will support a critical Agentic AI program that is transformational to the Global Private Bank. In this pivotal role, you will serve as the strategic bridge between business vision and technology execution, defining how AI-powered capabilities will reshape the bank’s operating model, client journeys, and value delivery across the wealth management ecosystem. Your deep expertise in business architecture principles, wealth management operations, and emerging AI technologies will be essential for designing target-state business models that unlock new sources of competitive advantage.
Leveraging strong analytical reasoning and systems thinking, you will translate complex business strategies into actionable capability roadmaps, ensuring that AI investments deliver measurable business outcomes. With superior communication and stakeholder alignment abilities, you will build consensus across business and technology leadership, influence strategic direction, and drive successful transformation. As a subject matter expert, you will define business capability frameworks, value streams, and operating model blueprints that guide the integration of agentic AI across the Global Private Bank.
Job Responsibilities
- Define and articulate the target-state business architecture for AI-enabled wealth management, including capability maps, value streams, and operating model blueprints that align with the Global Private Bank's strategic objectives.
- Drive large-scale, comprehensive functional solutions that align key business functions across multiple lines of business to unified platform strategies, ensuring coherence and scalability across the wealth management ecosystem.
- Partner with senior stakeholders across Operations, Finance, Technology, and business domains globally to gather functional and business requirements, performing detailed analysis to understand complex current-state and target-state data flows, operating models, and platform landscapes.
- Synthesize business and functional requirements into tangible, technology-based solution proposals that are clearly understandable to both business and technology audiences, bridging the gap between strategic intent and technical execution.
- Identify and prioritize high-impact AI use cases by analyzing business processes, client journeys, and operational pain points, translating opportunities into structured business requirements and measurable success criteria.
- Build and maintain a comprehensive business function inventory mapping capabilities to available platforms and technologies, identifying gaps and opportunities for consolidation, modernization, or AI-enabled transformation.
- Develop comprehensive business cases for AI investments, articulating value propositions, expected outcomes, dependencies, and success metrics to support executive decision-making and funding prioritization.
- Design future-state operating models that integrate agentic AI capabilities into core wealth management processes—such as client onboarding, portfolio advisory, lending, and servicing—while ensuring seamless human-AI collaboration.
- Establish governance frameworks and business guardrails for AI-enabled processes, ensuring alignment with regulatory requirements, risk appetite, and the bank's fiduciary responsibilities to clients.
- Facilitate cross-functional workshops and design sessions to build shared understanding, align stakeholders on business priorities, and drive consensus on capability investments and sequencing.
- Provide regular updates to senior management across Operations, Finance, and Technology, communicating progress, risks, and strategic recommendations with clarity and impact.
Required Qualifications, Capabilities, and Skills
- Formal training or certification on software engineering concepts and 5+ years applied experience
- 5+ years of experience or equivalent expertise in business architecture, strategy consulting, or operating model design within financial services, with demonstrated ability to drive large-scale transformation initiatives.
- Deep domain knowledge of wealth management, private banking, or asset management operations, including client lifecycle, advisory processes, lending, and investment platforms.
- Proven ability to translate business strategy into actionable architecture artifacts, including capability models, value stream maps, business process blueprints, and target operating models.
- Advanced expertise in stakeholder management and executive communication, with the ability to build alignment across business and technology leadership and influence strategic decision-making.
- Strong understanding of AI/ML concepts and their business applications, with the ability to assess how emerging technologies—including generative and agentic AI—can be leveraged to drive business outcomes.
- Demonstrated proficiency in analytical reasoning, systems thinking, and structured problem-solving, with the ability to synthesize complex information and identify actionable insights.
- Experience navigating regulatory, risk, and compliance considerations in the design of new business capabilities within financial services.
Preferred Qualifications, Capabilities, and Skills
- Experience leading business architecture for AI-driven transformation programs in wealth management, private banking, or highly regulated industries.
- Familiarity with agentic AI architectures, generative AI, and responsible AI principles and their implications for business model design and client experience.
- Knowledge of enterprise architecture frameworks (e.g., TOGAF, Zachman) and business architecture methodologies (e.g., BIZBOK, capability-based planning).
- Experience with business ontologies, semantic modeling, and knowledge graph concepts, including the ability to define and structure business domains, entities, and relationships that underpin AI systems and enable intelligent automation.
- Understanding of data strategy, data governance, and analytics capabilities as enablers of AI-powered business models.
- Experience with client journey mapping, service design, and human-centered design methodologies.
- Certifications in business architecture, enterprise architecture, or related disciplines (e.g., TOGAF, Certified Business Architect).