IPB Digital & Data Transformation – New Client Acquisition Digital Product Lead

J.P. Morgan Asset and Wealth Management – IPB Digital & Data Transformation – New Client Acquisition Digital Product Lead, Vice President, London

About Asset and Wealth Management

JPMorgan Chase & Co. is a leading global financial services firm with assets greater than $4 trillion, over 300,000 employees and operations in over 100 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

 J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management serving institutions, high-net-worth individuals and retail investors worldwide. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

 J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time. 

 Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re thrilled to be consistently named by both Euromoney and Global Finance Magazine as a leader in global private banking based on our deep experience, dedication to our clients, unparalleled access, and reliable track record.

Our team

 As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organization, we build the digital products our advisors use to serve their clients and grow their business. It’s an exciting time to be transforming our business, and you will be one of the key leaders driving that change globally.

Job description

 As the New Client Acquisition Digital Product Lead, you will own the digital products that help our advisors find, build and win new client relationships across the International Private Bank. Helping advisors grow their client base is an important part of the bank’s plans, and these products play a central role in it. This is part of a global initiative across the Private Bank. You will partner closely with the US to build one experience for the whole Global Private Bank, and you will represent the International Private Bank within it.

 Much of this work is new, so you will shape it from an early stage. You will define how advisors capture and qualify new names, how leads reach the right advisor, how signals prompt the next conversation, and how a new client moves smoothly into onboarding. You will spend real time with advisors and market leaders, and work closely with senior business leaders.

 We work in an AI-first way and want someone who does too. You will use AI every day in how you research, prototype, analyze and write, and you will look for places where AI can do real work for advisors.

 As Product Lead, you will be responsible for the product vision and for solutions to problems that are valuable (our users choose to use them), viable (the solution works for the business), usable (the users can figure out how to use them) and feasible (our engineers have the skills and technology to build them).

 You will work most closely with Technology and Design, and with advisors, market leaders, Marketing, Data and Business Management. You will need to learn the constraints set by Legal, Compliance, Privacy and Operations quickly, as the rules on prospect data, marketing consent and client contact matter a great deal here. The work spans several business workstreams, each with its own lead, and you will join it up into one product plan.

Core Responsibilities

• Set the direction: Own the product vision, strategy and roadmap for new client acquisition. Decide what gets built, in what order, and why, and tie it to clear business outcomes.
• Own the journey: Own the advisor’s journey from first contact to new client. Agree the rules for coverage, allocation and reallocation with the business, and make sure the data behind them can be trusted.
• Start with the problem: Spend time with advisors to understand how they win clients today. Use data, research and market trends to find the biggest gaps, and define the product well before build starts.
• Put AI to work: Find where AI can do real work for advisors, such as spotting signals, matching leads to advisors and suggesting next steps, and manage the risks that come with it. Use AI tools yourself to move quickly from idea to tested prototype.
• Lead delivery: Work with Technology and Design to write clear requirements, run agile ceremonies, test with advisors before launch and clear dependencies with other teams quickly. Explain decisions and trade-offs plainly.
• Measure what matters: Track conversion, time to convert, coverage quality and adoption. Use what you learn to improve the product and drive adoption.
• Build it globally: Partner with the US on a shared global roadmap. Make sure the needs of our international markets and advisors are built in from the start. Work across the business workstreams and other product teams so the plan matches the wider program, and report progress and risks to senior stakeholders.

Necessary Qualifications

• 8+ years in product management, ideally in financial services, wealth management or digital banking.
• A track record of owning a digital product end to end, from discovery to launch and adoption, with results you can point to.
• You already use AI tools in your own work and can show how they changed what you deliver. You understand where AI adds value in a product and how to manage its risks in a regulated business.
• Comfortable with problems that are not yet well defined – able to gather, analyze and synthesize a lot of information and turn it into clear next steps.
• Data-driven, with experience of funnel and conversion analysis and of KPI frameworks such as OKRs or HEART.
• Able to influence peers and senior leaders with different views, build consensus, and deliver through teams you do not manage, including across regions and time zones.
• Able to explain complex technical ideas to senior audiences clearly and with confidence.
• Self-motivated and calm under pressure, with an appetite for stretch goals in a fast-moving environment.
• Strong understanding of Agile delivery, design methods and technology trends.

Desired Qualifications

• Experience with CRM, lead management, sales enablement or marketing technology products.
• Understanding of the privacy, consent and KYC rules that apply to prospects and new clients.
• Diverse background to complement our existing perspectives.
• Previous experience in a Wealth Management front office setting.