Asset & Wealth Manager

International Private Bank DDT (Digital & Data Transformation)  – Product Manager - Associate (602)

About the Employer

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. 

J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $4.3 trillion and assets under management of $3.1 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2021.)

J.P. Morgan Global Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, lending, banking, philanthropy, family office management, fiduciary services, special advisory services and more. The Private Bank oversees more than $1.9 trillion in client assets globally. 

IPB Digital & Data Transformation

The International Private Bank (IPB) DDT team is focused on transforming and simplifying the way our advisors, client service group and clients do business in the IPB.  The team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together.  It’s an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally.

Job description: 

The Digital and Data Transformation team within the Private Bank seek a self-motivated and experienced Product Owner to support our Digital Client Platform/ Operational processes. In this role you must demonstrate clear strategic vision and a strong commitment to platform transformation and modernization. You will be responsible for coming up with effective solutions to problems that are valuable (our clients choose to use them), viable (the solution works for the business), usable (clients can figure out how to use it) and feasible (our engineers have the skills and technology to implement them).

You must be able to collaborate and communicate effectively with senior management, control partners, Client Service Teams, fellow product/project managers, Designers and Technologists to ultimately shape our digital product strategy and ensure we are constantly improving and enriching the client experience.

It’s an exciting time to be transforming our business and you will be one of the key leaders in driving strategic digital change, helping to accelerate the business growth and achieve efficiency goals globally.

Key Responsibilities include,

• Develop and lead key digital initiatives, seeking to reimagine the client experience, deepening client engagement with our digital platform and driving operational efficiency.

•Work with a global team strategizing and implementing solutions across EMEA, Asia and LATAM.

• Define scope, use cases, workflows, wire-frames, product requirements, and other materials as needed to facilitate UX design and development

• Work closely with business stakeholders to create clear and concise business requirements in the form of user stories

• Partner effectively with distributed technology and operations teams to ensure that project deliverables remain on track & continue to meet business requirements

• Participate and act as an internal advocate of data insights and analytics to guide the business’ strategic priorities and decision making.

• Partner closely with global stakeholders to execute the roadmap and drive product initiatives, while meeting critical deadlines and budget constraints.

• Integrate customer feedback, data analytics, product metrics, user experience research, market analysis, and company goals to drive prioritization of product initiatives

• Demonstrate strong stakeholder management skills,  setting and continuously managing expectations through effective written and oral communication

• Manage and prioritize the feature backlog, with a pragmatic and astute mindset towards benefits and tradeoffs

• Drive planning, execution and Go To Market strategies for new releases

• Build and present end-to-end executive product updates inclusive of production metrics, new feature delivery planning and financial forecasting

Qualifications & Skills Needed To Succeed

• 8 - 11 years of relevant product owner experience required, with proven track record of delivery

• Experience working in Financial Services, experience in Wealth Management would be helpful

• Experience in managing complex projects with multiple deliverables through the entire project lifecycle from design to implementation.

• Experience working with Agile product teams and associated tools (Scrum, Kanban, Jira, Confluence)

• Must demonstrate exemplary ownership and hold themselves to a high professional and personal standard

• Must be a strong problem solver and effective communicator, with a partnership mindset and an underlying interest in digital solutions.

• Ability to define and execute product roadmap and business models

• Ability to prioritize projects and efforts considering many variables including business and client needs, competitive and industry trends, resource and funding availability, and internal trade-offs

• Ability to partner with cross-functional teams at all levels for effective execution in an agile manner

• Ability to manage tight delivery timelines and execute under pressure

• Demonstrates degree of self-motivation suitable for a “start-up” team,  superior work ethic and adaptability to push beyond standard hours during busy periods to meet tight deadlines