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US Wealth Management - Platform Design Lead Vice President - at JPMorgan Chase Bank, N.A. in Jersey City, New Jersey

Posted in General Business 30+ days ago.

Type: Full-Time





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 JP Morgan Wealth Management National Branch Team partners with the broader JP Morgan Wealth Management leadership to strategically grow our investments market share in the United States. The team's mandate includes building a new comprehensive investment channel across different locations offering clients investment solutions and advice via a remote advice channel. This role will report to the head of Business Execution for National Branch.

Platform Strategy and Adoption team will be responsible for partnering closely with key National Branch stakeholders and product owners across JPMWM and the J.P. Morgan technology organization to ensure alignment in designing and implementing National Branch's platform strategy and roadmap, so that we can deliver best in class client and employee experiences.

The team will also work on defining business requirements for various products, such as technology and digital, and be responsible for driving feedback from our advisors towards adoption of the platform. These tasks will be critical for National Branch's launch and future growth.

Platform design lead is a pivotal role which will have end-to-end ownership of National Branch Platform requirements in their specific area of focus. They will be one point of contact for the both National Branch team members as well as our key partners and stakeholders, ensuring that functionality - which will typically need to be delivered across multiple products, systems, and in some cases external vendors - is timely, cohesive, fulfills National Branch needs and provides for an exceptional advisor and client experience.

Responsibilities include:


  • Drive the multi-year National Branch Platform Roadmap for the lead's area(s) of focus
  • This will include working with Strategy and Business partners to define staging of the Platform functionality to be delivered, backlog management for National Branch overall as well as with individual Product Owners, etc.
  • This will also include incorporation of Client, Advisor and Business Leadership feedback into the Platform Roadmap
  • Work closely with relevant functions / partners (e.g., partner Product Owners, Legal, Risk and Control Partners, Technology Partners, Program Management, etc.) to help define and maintain National Branch-related requirements End-to-End
  • Be a one point of contact for all requirement-related questions from our Product partners and lead resolution of open questions that come from our Product and Technology counterparts. This will include
  • Proactively identifying any potential questions or requirement-related issues
  • Bringing open questions to National Branch leadership, LRCC forums, etc.
  • Driving decision-making as they relate to Platform-related requirements, taking into account National Branch offering as a whole
  • Be an active contributor to the design of the Operating Models and workflows to support optimum efficiency across internal processes, from the Platform requirements perspective
  • Be an active contributor to the design of the Client-facing flows, from the Platform requirements perspective
  • When necessary, prepare well-structured and concise presentations to communicate findings and recommendations to partners and senior leadership

Qualifications:


  • 5+ years work experience in a Platform Delivery or Product Management
  • Product launch and lifecycle management experience
  • Ability to successfully engage in multiple initiatives simultaneously
  • Demonstrated ability to manage multiple initiatives to completion under concurrent, rigorous, and regulatory deadlines in a fast - paced dynamic environment
  • Excellent end-to-end generalist problem solving skills and ability to prioritize issues and analysis
  • Strong interpersonal and influencing skills - ability to interact with colleagues at all levels and achieve goals without direct control over resources
  • A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
  • Strong verbal communication and presentations skills
  • Strong written communication skills - the ability to write clearly with a high level of sophistication and detail
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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