IPB Product Manager - Advisor Experience - Vice President
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) Advisor Experience team is focused on transforming and simplifying the way our advisors 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
As part of the Advisor Experience team, the IPB Product Manager, will be responsible for supporting the efforts to enhance our Positions analytics, Transactions, Investment Reporting & Performance calculation tools within the Connect ecosystem. The Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will contribute significantly on shaping the Product strategy and align priorities to ensure successful execution. This role will focus on offering tailored solutions to advisors for providing best in class services to clients within the ˜Know your wealth™ framework. This will also include partnering with other Products Managers to support new services and provide analytics for new initiatives such as Platform Modernization and Life Insurance expansion.
As a Product Manager, you will define the product vision, goals and objectives, requirements, and prioritize delivery of the tools in order to maximize the business value of the initiative.
You will partner closely with Regional Investment Heads, Design, Digital, Operations and Technology stakeholders on driving product enhancements through the entire product management lifecycle and delivering innovative digital solutions to clients and advisors.
Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding analytical and research skills. In addition to being a seasoned, well trained professional, the successful candidate should be a strategic thinker with the ability to inspire confidence and have a style that fosters teamwork and collaboration.
Core Responsibilities
Understand client and advisor needs. Invests in a deep understanding of the business opportunity, advisor & client needs and competitive landscape to inform which initiatives and features to pursue. Participates in research to uncover advisor & client needs, and to inform feature definition so that it is relevant and useful.
Defines strategy, operating model, and roadmap to achieve vision and business goals. Owns and drives the product roadmap to meet business goals and provide a leading customer and product experience. Partners with developers and UX designers to deliver intuitive and differentiated user experience. Prioritizes and defines each feature to meet client and business goals, while also meeting control requirements.
Leads the product development lifecycle by defining requirements (in partnership with other teams), ensuring sprint inputs (e.g. design and requirements) and outputs (e.g. tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partner with Technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response.
Establish approach to pilot/rollout new capabilities, including objective/scope, communication, training/support, and feedback/metrics.
Embody true œcustomer-obsession in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and advisor feedback to shape our design and roadmap.
Develop and maintain deep relationships with delivery partners including senior leaders, Digital, Technology, Design, Operations, CAO, Servicing and control functions across the International Region
Qualifications
8 - 12 years of experience in financial services, preferably with experience in wealth management, asset management, digital banking, or a closely related business leading strategic or transformational change.
Extensive experience managing product delivery across multiple work streams with varying timelines, priorities and complexities , ultimately launching new / enhanced product to market
Ability to prioritize projects, say ˜no™ when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals.
Proven ability to execute via successful internal partnerships with other organizations.
Influence peers with diverse points of view and build consensus.
Excellent leadership skills of product, programs, projects, and teams.
Structured thinker, effective communicator with excellent written communication skills.
Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.
Highly self-motivated and ability to remain calm under intense pressure.
Strong understanding of different technological development methodologies (e.g., Agile, Waterfall) and design techniques with ability to successfully lead regardless of approach.
Keyword: consumer%20banking
IPB Product Manager - Advisor Experience - Vice President
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) Advisor Experience team is focused on transforming and simplifying the way our advisors 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
As part of the Advisor Experience team, the IPB Product Manager, will be responsible for supporting the efforts to enhance our Positions analytics, Transactions, Investment Reporting & Performance calculation tools within the Connect ecosystem. The Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will contribute significantly on shaping the Product strategy and align priorities to ensure successful execution. This role will focus on offering tailored solutions to advisors for providing best in class services to clients within the ˜Know your wealth™ framework. This will also include partnering with other Products Managers to support new services and provide analytics for new initiatives such as Platform Modernization and Life Insurance expansion.
As a Product Manager, you will define the product vision, goals and objectives, requirements, and prioritize delivery of the tools in order to maximize the business value of the initiative.
You will partner closely with Regional Investment Heads, Design, Digital, Operations and Technology stakeholders on driving product enhancements through the entire product management lifecycle and delivering innovative digital solutions to clients and advisors.
Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding analytical and research skills. In addition to being a seasoned, well trained professional, the successful candidate should be a strategic thinker with the ability to inspire confidence and have a style that fosters teamwork and collaboration.
Core Responsibilities
Understand client and advisor needs. Invests in a deep understanding of the business opportunity, advisor & client needs and competitive landscape to inform which initiatives and features to pursue. Participates in research to uncover advisor & client needs, and to inform feature definition so that it is relevant and useful.
Defines strategy, operating model, and roadmap to achieve vision and business goals. Owns and drives the product roadmap to meet business goals and provide a leading customer and product experience. Partners with developers and UX designers to deliver intuitive and differentiated user experience. Prioritizes and defines each feature to meet client and business goals, while also meeting control requirements.
Leads the product development lifecycle by defining requirements (in partnership with other teams), ensuring sprint inputs (e.g. design and requirements) and outputs (e.g. tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partner with Technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response.
Establish approach to pilot/rollout new capabilities, including objective/scope, communication, training/support, and feedback/metrics.
Embody true œcustomer-obsession in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and advisor feedback to shape our design and roadmap.
Develop and maintain deep relationships with delivery partners including senior leaders, Digital, Technology, Design, Operations, CAO, Servicing and control functions across the International Region
Qualifications
8 - 12 years of experience in financial services, preferably with experience in wealth management, asset management, digital banking, or a closely related business leading strategic or transformational change.
Extensive experience managing product delivery across multiple work streams with varying timelines, priorities and complexities , ultimately launching new / enhanced product to market
Ability to prioritize projects, say ˜no™ when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals.
Proven ability to execute via successful internal partnerships with other organizations.
Influence peers with diverse points of view and build consensus.
Excellent leadership skills of product, programs, projects, and teams.
Structured thinker, effective communicator with excellent written communication skills.
Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.
Highly self-motivated and ability to remain calm under intense pressure.
Strong understanding of different technological development methodologies (e.g., Agile, Waterfall) and design techniques with ability to successfully lead regardless of approach.
Keyword: consumer%20banking
