J.P. Morgan Wealth Management seeks a proven executive with Product Owner expertise to develop vision for and guide the implementation of the end-to-end experience for US Wealth Management Advisors

The experienced will need to be intuitive while fully arming advisors with the right tools to help build strong advisor-led client relationships. The Owner of Advisor and Servicing Desktop will report to the General Manager (GM) of Advisor Initiated Experiences for J.P. Morgan Wealth Management.

Job Summary

You have extensive experience in developing seamless advisor and service journeys, a strong track record in attracting and retaining high performing teams, and in-depth industry knowledge. Experience with shaping, building and managing advisor desktop consisting of and / or seamlessly linking to a comprehensive set of tools such as CRM, account opening, money movement, servicing, etc. is essential.

You will be known for their ability to execute in cross functional organizations, with the confidence to act quickly and decisively, when needed. In addition to creating a strong product culture, this person will be comfortable working closely with advisors, service professionals, technology, design and their respective leadership teams to execute the strategic product direction and adoption. In addition, while this role will focus on JPM Wealth Management, and they will partner closely with the Global Private Bank as well.

Job Responsibilities:

• Guide and execute the strategic product direction and vision
• Define and execute advisor and servicing desktop redesign roadmap
• Partner across the wealth spectrum, focusing on implementing solutions that could work for multiple business channels, including the Global Private Bank
• Partner closely with advisors and service professionals to create compelling solutions that will increase productivity and differentiate JPMWM from its competitors
• Maintain an in-depth knowledge of the competitive landscape
• Guide disciplined performance management by clearly defining goals/priorities and tracking key performance indicators.
• Attract, develop and retain a high-performing product organization to deliver in an agile work environment
• Work closely with Product Owners partners (e.g., technology, design, data, legal, risk, and compliance) and key stakeholders to ensure that work is aligned, prioritized consistently, and delivers a cohesive experience
• Establish strong relationships with senior leaders, advisors, and client service teams to develop solutions that meet their needs and implement a flexible framework that can adapt to feedback

Required Qualifications, Capabilities, and Skills:

• 10+ years' experience in leading products, with significant experience in Wealth Management across the wealth spectrum
• Comfortable working across multiple Wealth Management business channels, including the Global Private Bank
• Experience driving strategic change on digital platforms or relevant work experience in product management, strategy and transformation
• Ability to generate excitement around a new product or digital capability
• Proven track record of delivery and ability to deliver across the product life cycle, from conception to execution
• Familiar with agile methodology and similar processes
• Skilled at navigating complex organizations

Preferred qualifications, capabilities, and skills

• Ability to quickly analyze business practices to identify risk and develop innovative solutions
• Strong track record of building and retaining high performing product organizations
• Energized by partnering with colleagues to advance the next generation of digital client facing platform

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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York,NY $179,550.00 - $284,000.00 / year, Jersey City,NJ $179,550.00 - $284,000.00 / year