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JPMorgan JP Morgan Wealth Management Senior Associate - Tax Area Product Owner 
United States, Delaware, Wilmington 
255345907

15.09.2024

As a J.P. Morgan Wealth Management, Senior Associate - Tax Area Product Owner within the JPMorgan Wealth Management Statements & Tax reporting team, you will be responsible for promoting the product roadmap and defining specific, measurable OKRs for the product. You will ensure all technology teams are operating efficiently and aid in the creation and delivery of a monthly product cabinet. Your role will be crucial in ensuring all regulatory reporting requirements are met and creating a consistent cost basis and tax statement experience across all accounting platforms and client channels.


• Ensure all regulatory reporting requirements are met for all JPM WM investment accounts
• Create a consistent cost basis and tax statement experience across all accounting platforms and client channels
• Enable the tax platform to support future growth by driving the tax engine migration initiative
• Coordinate with other product teams to agree on delivery expectations and work through blockers
• Work with technology teams to prioritize and plan product releases
• Prioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams capacity
• Work with delivery manager to manage workflow of Stories and Epics in Jira for accurate reflection of progress completion
• Own accountability for requirements delivery from start-to-finish, including acceptance criteria fulfillment
• Step in as-needed for issue triage and remediation to ensure consistent production quality

Required qualifications, capabilities, and skills


• 5 plus years of industry experience, including Experience with Jira, Align, agile product development and software delivery lifecycle
• Effective communicator with excellent written communication skills
• Proven track record of new product feature creation and delivery
• Ability to influence people at all levels across a broad variety of job functions
• Demonstrated ability to manage tight delivery timelines and calmness under pressure
• Excels in a dynamic environment that changes due to external factors and new priorities


Preferred qualifications, capabilities, and skills
• FINRA Series 99 or willingness to obtain within 120 days

  • Prior experience with cost basis or product ownership is desired