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JPMorgan JP Morgan Wealth Management - Executive Director Banking Product Owner 
United States, New York, New York 
912272048

01.04.2025

As an Executive Director, Banking Product Owner within J.P. Morgan Wealth Management, you will be tasked with the responsibility of defining and implementing the bank product strategy for wealth management clients across various distribution channels. You will work closely with our Chase Consumer Bank and US Private Bank product and platform owners, acting as the voice of the client and advocating for product features and delivery models that cater to their high net worth needs. Your role will blend skills of product management, stakeholder management, and project management with technical depth to develop Advisor and client journeys. This ensures access to a robust, competitive platform that assists clients in achieving their financial goals.

Job Responsibilities

  • Establish yourself as a trusted, active, and highly visible member of the CCB and USPB product ecosystem by forging deep partnerships with both the Firmwide Core Deposits Platform team and Deposit Area Product Groups, while representing the wealth management client experience in shared forums
  • Demonstrate deep bank product expertise, backed by intimate knowledge of the wealth management client and Advisor needs, to advocate and articulate both business and technical Product specifications, including build-in technologies and features to the firmwide platform
  • Set and manage Advisor and client expectations and day to day interaction; lead project planning, weekly meetings, and presentations as needed. Serve as a liaison with other product owners across lines of business and across product structures to ensure goals and requirements are communicated and understood by stakeholders.
  • Collaborate with development teams to ensure delivery of solutions from research through release, inclusive of testing and communications
  • Strategize and define Product features, identify any potential issues, and advise on potential solutions
  • Manage bank product team who will support day to day engagement with Deposit Area Product Groups; provide input on requirements, user stories and affluent-specific end to end testing
  • Generate field readiness inclusive of training, communications, pilot and full rollout scheduling in partnership with J.P. Morgan Wealth Management sales and training teams
  • Manage a pipeline of new product development ideas

Required qualifications, capabilities, and skills

  • Bachelor’s degree required
  • 12+ years of financial services product or project management experience
  • Superior project management, problem-solving and time management skills. Ability to perform well in a deadline-driven, fast-paced environment
  • Ability to lead multi-stakeholder projects or work streams end to end
  • Superior communication skills; ability to speak comfortably and effectively to large groups of clients and constituents
  • Ability to actively work within a team environment while driving accountability for personal goals
  • Advanced analytical skills, including financial analysis
  • Knowledge of competitor landscape
  • Exceptional interpersonal skills – ability to advocate, influence, cultivate and build strong relationships
  • Manage, develop, and career path junior team talent
  • Advanced Microsoft Office skills including Excel and Powerpoint

Preferred qualifications, capabilities, and skills

  • Banking experience strongly preferred
  • Independent, personable, proactive learner and listener
  • Experience with Agile Framework and tools such as Jira and Confluence preferred