US Wealth Management - Sr Associate, Product Manager - Jersey City, NJ at JPMorgan Chase Bank, N.A. in Jersey City, New Jersey

Job Description:

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking, and Consumer and Community Banking.

The U.S. Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices.

The My JPM Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their wealth goals through actionable plans and ongoing, personalized support, with or without an advisor. The team is charged with creating a fully integrated, elegant and seamless end-to-end experience for clients and advisors across the Aspiring Affluent, Established, and High Net Worth client segments. We build the strategic vision and lead the development of products and solutions. Our strategy is to create solutions that deepen client and advisor engagement, increase scale and profitability, attract new clients and drive advisor productivity.

Position Overview:

The USWM My JPM Plan team is seeking a highly effective and innovative Associate Product Manager (Sr. Associate) to support the rapidly growing product development of end-to-end capabilities within the USWM organization. They will contribute to the strategic development and ongoing management of new tools and experiences to help clients: understand how their wealth is doing, articulate wealth goals, set a path to achievement, track progress, and adjust as needed with ongoing digital / advisor support. In this role, the candidate will help realize a product that transforms the wealth management experience for both clients and advisors.

In this role, the candidate will drive the realization of a product that transforms ongoing client engagement experiences. The candidate will create features that deliver personalized updates on goal progress and portfolio performance; suggest next-best actions; and generate content and insights based on customer life events and market news. These features will integrate with partner initiatives and will build customer relationship value via trust-building and transparency.

The desired candidate will partner across the business to execute on an ever-evolving roadmap to drive business objectives forward as well as keep JPMorgan Chase at the forefront of the rapidly changing financial technology landscape. They will help lead cross-functional teams of core engineering, design and business partners from across the firm to deliver comprehensive features and experiences to market.

A successful candidate will be outcomes-focused with a practical orientation toward developing and maintaining an innovation lifecycle product roadmap. They will have an agile mindset and a management style that fosters teamwork and collaboration. The applicant should have excellent written and oral communication skills, strong interpersonal skills, outstanding analytical and research skills, and a passion for digital channels.

Responsibilities:

• Support partnerships across the firm's WM businesses to help lead the build-out of the product roadmap and feature set, with a focus on ensuring the firm stays on the leading edge of digital capabilities
• Work closely with business, design, research, marketing, and technology teams in developing a cohesive journey that delivers the best products for our customers
• Help define product initiatives for new features and optimizations of existing ones, incorporating them into product roadmaps
• Contribute to defining new product and feature business cases, working collaboratively with business, engineering and design teams to ensure a unified product landscape
• Track and manage business case metrics and financial planning models, ensuring that product delivery stays on track and on budget
• Prepare executive product updates inclusive of current production metrics, new feature delivery planning and financial forecasting
• Embody true "customer-obsession" in identifying and leveraging user data, industry trends and varying forms of customer and advisor feedback to shape our design and roadmap
• Partner with Technology, Strategy and FinTech engagement teams to conduct comprehensive analysis when required

Qualifications:

• 3-5 years of experience in financial services, preferably with experience in wealth management, financial planning, asset management, digital banking, or a closely related business managing strategic or transformational change
• Experience being part of a delivery team that spans multiple work streams with varying timelines, priorities and complexities, ultimately launching a new / enhanced product to market
• Understanding of the Agile tech development framework
• Ability to prioritize tasks, say 'no' when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals
• Ability to execute via successful internal partnerships with other organizations. Contribute by sharing diverse points of view and help build consensus
• Structured thinker, effective communicator with excellent written communication skills
• Highly self-motivated and takes initiative
• "Self-starter" with ability to manage modules and problem solve with certain level of guidance
• Ability to ask intelligent questions when directions are not clear or to push thinking further
• Demonstrates leadership skills in working with team members, partners and others
• M.B.A. or graduate degree in relevant field desired

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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