JP Morgan Wealth Management - Product Manager Vice President, Virtual Meeting/Collaboration Tools at JPMorgan Chase Bank, N.A. in New York, New York

Posted in General Business 7 days ago.

Type: Full-Time

Job Description:

JP Morgan & 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 business is focused on helping investors achieve their long-term financial goals and 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 Virtual Meeting/ Collaboration Tools Product Manager Vice President role plays a critical role with key partners and stakeholders in equipping the JP Morgan Wealth Management (USWM) advisor and service teams with the needed capabilities to provide a first class experience. The Product Manager partners with various business and technology stakeholders and drives the realization of each initiative within the firm and enhance the advisor experience.

Core Responsibilities

  • Partner across the U.S. Wealth Management and the other Lines of Business including Consumer and Commercial Bank organization to build features of our multi-year roadmap
  • Establish and Manage a scalable business model for onboarding Lines of Business to obtain access for critical virtual meeting/collaboration tools.
  • Manage Vendors including Licenses, reporting, and analytics.
  • Effectively help teams meet robust set of delivery milestones. Understand and alleviate risks, bottlenecks, and inefficiencies in product development lifecycle. Strive to maximize impact for customers/advisors while operating within practical reality of various internal constraints.
  • Develop processes to ensure: (a) tracking workstreams and initiatives, (b) KPI's are agreed, measured and tracked, (c) proper prioritization and sequencing of key deliverables, (d) risks are addressed and status measured, and (e) deliveries are successful.
  • Build relationships with delivery partners across including members in the Business, Technology, Design, Operations, Servicing, Digital Wealth Management, and control functions.
  • Embody true lean product management fundamentals in identifying and leveraging user data, industry trends, and varying forms of customer and advisor feedback to shape our design and roadmap.
  • Conduct build vs buy analysis to determine where vendor toolsets and add-ons should be leveraged. Partner with Technology, Strategy, and FinTech engagement teams to conduct comprehensive analysis when required.
  • Conduct vendor contract analysis to determine accurate purchase order agreements, pricing model negotiation, and usage analytics.


  • 7+ years of experience in financial services, preferably managing strategic or transformational change.
  • 5+ years of experience writing user stories, epics, testing within an Agile environment.
  • Experience developing and managing strategy and roadmap across a large, diverse, global organization.
  • Experience with Video and digital collaboration tools
  • Experience with product management for mobile app and desktop applications
  • 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.
  • Ability to independently manage work modules and problem solve without taking significant guidance from senior management. Demonstrates leadership skills in working with partners and others who may not have a direct reporting line into the group.
  • Structured thinker, effective communicator with excellent written communication skills. Ability to crisply articulate complex technical concepts 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) and design techniques with ability to successfully lead regardless of approval
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