JPMorgan Wealth Management - AI Custodian Specialist

Overview

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.

• 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.

• 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.

• 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.