The J.P. Morgan Wealth Management (JPMWM) business is focused on helping investors achieve their long-term financial goals
J.P. Morgan Wealth Management is comprised of the Chase Wealth Management business, J.P. Morgan Advisors and J.P. Morgan Self-Directed Investing- our digital investing platform as well as J.P. Morgan Investments Direct and J.P. Morgan Personal Advisors - our Remote Wealth Management offering. The combined business has $400 billion in assets under management and 4,000 advisors who work out of 3,500 branches and 21 offices.
Job Summary
J.P. Morgan Wealth Management seeks a proven Product Owner to develop intuitive experiences that help build strong advisor led relationships. The Product Owner of Advisor and Servicing Desktop will report to the General Manager (GM) of Advisor Initiated Experiences for J.P. Morgan Wealth Management.
You have extensive experience in developing seamless advisor and service journeys, a strong track record in attracting and retaining high performing teams, and in-depth industry knowledge. You will be known for their ability to execute in cross functional organizations, with the confidence to act quickly and decisively, when needed. In addition to creating a strong product culture, you will be comfortable working closely with advisors, service professionals, technology, design and their respective leadership teams to guide the strategic product direction and adoption. While this role will focus on JPM Wealth Management and they will partner closely with the Global Private Bank as well.
Job Responsibilities
- Define and execute advisor and servicing product strategy, vision and roadmap
- Partner across the wealth spectrum, focusing on implementing solutions that could work for multiple business channels, including the Global Private Bank
- Partner closely with advisors and service professionals to create compelling solutions that will increase productivity and differentiate JPMWM from its competitors
- Maintain an in-depth knowledge of the industry landscape
- Guide disciplined performance management by clearly defining goals/priorities and tracking key performance indicators.
- Work closely with Product Owners partners (e.g., technology, design, data, legal, risk, and compliance) and key stakeholders to ensure that work is aligned, prioritized consistently, and delivers a cohesive experience
- Establish strong relationships with senior leaders, advisors, and client service teams to develop solutions that meet their needs and implement a flexible framework that can adapt to feedback
Required qualifications, capabilities and skills
- 10+ years' experience in leading products, with significant experience in Wealth Management across the wealth spectrum
- Must have direct experience with Advisor Desktop and defining the advisor experience
- Comfortable working across multiple Wealth Management business channels, including the Global Private Bank
- Experience driving strategic change on digital platforms or relevant work experience in product management, strategy and transformation
- Proven track record of delivery and ability to deliver across the product life-cycle, from conception to execution
- Familiar with agile methodology and similar processes
- Ability to quickly analyze business practices to identify risk and develop innovative solutions
- Strong track record of building and retaining high performing product organizations
Preferred qualifications, capabilities, and skills
- Licenses may be required
- Ability to generate excitement around a new product or digital capability
- Skilled at navigating complex organizations
- Energized by partnering with colleagues to advance the next generation of digital client facing platform
