JP Morgan Chase

Runs a consumer bank and an investment bank

Product Manager - Sales Experience Platform

Technical Product ManagementConfirmed live in the last 24 hours

Full-time$133k - $215kIn-person

About the Job

Requirements

At least 5 years of experience or equivalent expertise in product management or a relevant domain area.
Strong knowledge of Asset Management business processes affecting client financials and coverage across the sales lifecycle.
Demonstrated product ownership in cross-functional teams spanning business, engineering, data, and controls, translating processes into clear requirements and measurable outcomes.
Experience delivering system-to-system integrations and managing dependencies across multiple upstream teams, including human resources and hierarchy sources.
A track record improving data quality through controls, reconciliation, monitoring, and structured issue management through resolution.
Ability to write high-quality requirements, including problem statements, scope, user stories, and acceptance criteria, and drive delivery through user acceptance testing and rollout.
Strong stakeholder management and communication skills, including presenting decisions, trade-offs, and progress to senior leaders.

Responsibilities

Translate Asset Management use cases across leads, prospects, and clients into Sales Experience Platform and Salesforce requirements and operating routines, spanning client financials and coverage roles, assignments, and hierarchy logic.
Own integrations bringing client financials and financial reference data into Sales Experience Platform from Asset Management systems, including scope, prioritization, delivery plans, and release readiness.
Own end-to-end integration with internal human resources sources to keep sales team hierarchy current and aligned with Sales and Finance reporting.
Define, implement, and maintain coverage assignment and cascading logic across Companies, Contacts, Opportunities, Mandates, and Accounts so outcomes match agreed coverage models and personas.
Implement controls to keep financial and coverage data accurate and governed, including validation checks, approvals where needed, reconciliation to systems of record, and audit-ready traceability.
Drive data stewardship across financial and coverage domains by defining attributes, mappings, lineage, and usage guidance so data is fit for how teams use Sales Experience Platform.
Establish production operations discipline through monitoring, reconciliation, issue triage, root-cause analysis, remediation, service-level agreements, and runbooks.
Lead discovery and delivery through stakeholder workshops, scope definition, user stories, acceptance criteria, rollout plans, and cross-team coordination across data, engineering, and partner teams.
Drive user acceptance testing, training, rollout communications, and adoption so teams use Sales Experience Platform financial and coverage views consistently and correctly.
Create and maintain user-facing documentation covering definitions, sources, rules, reporting guidance, and known limitations.
Align stakeholders across Sales, Technology, and Data Governance on ownership, stewardship, change control, release communications, and standards that enable self-service.

Desired Qualifications

Demonstrated prior experience working in a highly matrixed, complex organization.
Salesforce delivery experience in a complex, regulated environment.
Familiarity with financial reference data, identifiers and hierarchies, and data governance covering ownership, stewardship, and lineage.
Experience designing or operating coverage models and hierarchy-driven reporting for Sales and Finance audiences.
Experience operating production support routines for data products, including service-level agreements, runbooks, and incident and problem management.

As a Product Manager in Asset Management, you are an integral part of the team that owns how Asset Management client financials and the AM coverage model are represented in SEP and Salesforce across the full sales lifecycle. Define the roadmap, translate business needs into clear Salesforce outcomes, and ensure integrations, rules, and controls keep data accurate, governed, and trusted. US-based individual contributor reporting to the Head of SEP Product Platform.

Job responsibilities

Translate AM use cases across leads, prospects, and clients into clear SEP/Salesforce requirements and operating routines, spanning client financials (opportunities, mandates, business at risk, accounts, flows, trades, GL rebates) and coverage (roles, assignments, hierarchy logic).
Own integrations bringing client financials and financial reference data into SEP from AM systems (e.g., PandA, CBOR, Fusion, UDM), including scope, prioritization, delivery plans, and release readiness.
Own end-to-end integration with internal HR sources to keep sales team hierarchy current and aligned with Sales and Finance reporting.
Define, implement, and maintain coverage assignment and cascading logic across key objects (e.g., Companies, Contacts, Opportunities, Mandates, Accounts) so outcomes match agreed coverage models and personas.
Implement controls to keep financial and coverage data accurate and governed (validation checks, approvals where needed, reconciliation to systems of record, audit-ready traceability).
Drive data stewardship across financial and coverage domains: define attributes, mappings, lineage, and usage guidance so data is fit for how teams use SEP.
Establish operational discipline for production: monitoring, reconciliation, issue triage, root-cause analysis, remediation, SLAs, and runbooks.
Lead discovery and delivery: stakeholder workshops, scope definition, user stories, acceptance criteria, rollout plans, and cross-team coordination across data, engineering, and partner teams.
Drive UAT, training, rollout communications, and adoption so teams use SEP financial and coverage views consistently and correctly.
Create and maintain user-facing documentation (definitions, sources, rules, reporting guidance, known limitations).
Align stakeholders across Sales, Technology, and Data Governance on ownership, stewardship, change control, release communications, and standards that enable self-service.

Required qualifications, capabilities, and skills

5+ years of experience or equivalent expertise in product management or a relevant domain area
Strong knowledge of AM business processes affecting client financials and coverage across the sales lifecycle
Demonstrated product ownership in cross-functional teams (business, engineering, data, controls), translating processes into clear requirements and measurable outcomes
Experience delivering system-to-system integrations and managing dependencies across multiple upstream teams, including HR/hierarchy sources
Track record improving data quality through controls, reconciliation, monitoring, and structured issue management through resolution
Ability to write high-quality requirements (problem statements, scope, user stories, acceptance criteria) and drive delivery through UAT and rollout
Strong stakeholder management and communication skills; comfortable presenting decisions, trade-offs, and progress to senior leaders

Preferred qualifications, capabilities, and skills

Demonstrated prior experience working in a highly matrixed, complex organization
Salesforce delivery experience in a complex, regulated environment
Familiarity with financial reference data, identifiers/hierarchies, and data governance (ownership, stewardship, lineage)
Experience designing or operating coverage models and hierarchy-driven reporting for Sales and Finance audiences
Experience operating production support routines for data products (SLAs, runbooks, incident/problem management)

Base Pay/Salary: New York,NY $133,000.00-$215,000.00

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1799

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