Chief Data Office - Records Retention & Destruction - Associate
JPMorgan Chase · Posted Oct 23
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Retention and Destruction function within JPMorgan Chase's Chief Data Office enables compliant information lifecycle management across physical and electronic records, partnering with Legal, Compliance, Risk, Technology, and business stakeholders. The team ensures records are retained per approved schedules, placed on hold when required, and destroyed in a controlled, auditable manner. This Associate role supports execution and oversight of retention and destruction processes, including disposition reviews, legal holds, evidence collection, operational reporting, and control and automation improvements.
What you will do
- Execute day-to-day retention and destruction activities for in-scope records (electronic and/or physical), ensuring eligibility and approvals are met prior to disposition.
- Support adherence to approved retention schedules by coordinating with record owners, data stewards, and technology partners.
- Assist with legal hold processes: intake, implementation support, tracking, release coordination, and validation of hold effectiveness.
- Perform disposition reviews, sampling, and quality checks to confirm correct classification, retention calculations, and exception handling.
- Maintain auditable evidence for disposition decisions and completion of destruction activities, including chain-of-custody where applicable.
- Track and remediate exceptions (e.g., retention conflicts, unknown owners, incomplete metadata, hold impacts), escalating issues through defined governance channels.
- Produce operational reporting and metrics (e.g., backlog, eligible-for-destruction volumes, holds coverage, exception trends, cycle times).
- Contribute to process documentation: SOPs, runbooks, control narratives, and training materials.
- Participate in risk and control activities, including periodic attestations, internal reviews, and audit/exam support.
- Collaborate with technology teams to improve automation for disposition workflows, retention tagging, and defensible destruction.
Skills used in this role
What the employer is looking for
- Demonstrated experience in records management, information governance, compliance operations, risk and controls, or a related operational role.
- Working knowledge of records lifecycle principles, including retention schedules, disposition, legal holds, defensible destruction, and auditability.
- Strong attention to detail and ability to follow controlled processes while maintaining accurate, audit-ready evidence.
- Proven ability to analyze data and metadata, determine retention eligibility, and identify or resolve exceptions.
- Proficiency in Microsoft Excel and basic reporting, with the ability to work effectively with large datasets.
- Strong written and verbal communication skills, with the ability to coordinate across business, legal, compliance, risk, and technology stakeholders.
- Ability to manage competing priorities, exercise sound judgment, and meet deadlines in a fast-paced production environment.
- Control-minded execution and operational discipline
- Sound judgment and escalation when eligibility/approvals are unclear
- Stakeholder management and collaborative problem-solving
- Documentation rigor and continuous improvement orientation
Preferred qualifications
- Familiarity with electronic records and content management systems and/or eDiscovery and legal hold tooling.
- Experience supporting audits, regulatory exams, or formal control testing activities.
- Exposure to data classification, data lineage/ownership, and metadata quality practices.
- Understanding of privacy and data protection considerations as they relate to retention and destruction.
- Experience improving operational processes (Lean, Six Sigma, or equivalent continuous improvement methods).
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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