Full Job Description
J.P. Morgan U.S. Wealth Management
Digital and Client Solutions – US Wealth Management
Retirement & Planning – Retirement Planning Product Manager – Vice President
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 U.S. 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 Digital and Client Solutions team, reporting to the U.S. Wealth Management CEO, develops industry-leading solutions that enable wealth management clients to live their lives with financial confidence through connected experiences. The team is charged with creating a fully integrated, elegant and seamless end-to-end experience for clients across the Aspiring Affluent, Established, and High Net Worth client segments. We build the strategic vision and lead the development of product and solutions, including online brokerage and advice, digital solutions, lending and retirement products and best-in-class experiences for all clients. Our strategy is to create solutions that deepen client engagement, increase scale and profitability, attract new clients and drive productivity.
US Wealth Management Client Solutions team is seeking a highly effective and innovative Product Manager to help lead the rapidly growing product development of end-to-end capabilities within the Wealth management organization. They will be responsible for the firm’s Retirement & Planning capabilities for both Chase and JPMorgan clients including tools and experiences to help Clients articulate retirement goal, understand tradeoffs, set a path to achievement, and track progress towards goals. In this role, the candidate will help drive and manage short term and long term initiates on the Retirement & Planning roadmap using their expertise and influencing skills to optimize the client experience within mobile and web.
The ideal candidate has experience delivering retirement, planning, and/or personal financial management features and tools for mobile and web, and will report to the team lead for Retirement & Planning Product. It will also be important for the candidate to understand enterprise finance business models, tracking roadmap delivery and strategic execution is a critical component of the role.
The desired candidate will partner across the business to execute on an ever evolving roadmap to drive business objectives forward as well as keep JP Morgan on the leading edge of the rapidly changing technology landscape. They will lead cross functional teams of core engineering, design and business partners from across the firm to deliver robust feature sets to market.
The desired candidate will be outcome-focused with a practical orientation to developing and maintaining an innovation lifecycle product roadmap, agile mindset, and have a management style that fosters teamwork and collaboration. Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding analytical and research skills, as well as a passion for digital channels. In addition to being a seasoned, well trained professional, the successful candidate will be a strategic thinker with the ability to inspire confidence from, and to collaborate closely with technology and internal stakeholders.
Collaborate with design, engineering, research and marketing teams to drive new product initiatives
Support the build out of retirement and planning components of the product roadmap and feature set with focus on ensuring JP Morgan stays on the leading edge of digital capabilities
Work closely with business and technology teams in developing a cohesive goals planning journeys that delivers the best products for our customers
Engage closely with stakeholders to define a roadmap that meets business and consumer needs while meeting critical deadlines and budget constraints
Help define product initiatives for new features and optimizations of existing ones, incorporate them into product roadmaps
Define new product and feature business cases working collaboratively with business, engineering and design teams to ensure a unified product landscape
Provide clear vision and scope documentation, workflows, detailed business requirements, use cases and other materials as needed to support design, development and infrastructure
Integrate data analytics, product metrics, user experience research, competitive and market analysis, and company goals to drive prioritization of product initiatives
Understand, manage, and communicate prioritization of features, with a mind toward user and business benefits and tradeoffs, identify market opportunities and define product strategy
Track and manage business case metrics and financial planning models ensuring that product delivery stays on track and on budget
Help prepare executive product updates inclusive of current production metrics, new feature delivery planning and financial forecasting
Manage stakeholder communications to ensure business needs are met, set and manage expectations through effective written and oral communication
Track and analyze metrics compared to industry benchmarks, publish reports on product performance, trends and risks/opportunities for both short and long term
3-5 years of financial planning, retirement product, and/or personal financial management experience with proven track record of delivery of new products and features
Experience working within an Agile development framework; understanding of Product Owner roles and responsibilities a plus
Demonstrable experience authoring business requirements, defining user stories and execution including bringing together cross functional teams within an Agile development framework
Experience in defining and building out product roadmap, prioritizing projects according to business need, producing business models
Ability to influence people at all levels across a broad variety of job functions
Structured thinker, effective communicator with excellent written communication skills and willingness to ask awkward questions
Demonstrated ability to manage tight delivery timelines and calmness under intense pressure
Commitment and self-motivation suitable to a start-up team in a large organization
Subject matter knowledge around financial management or personal financial management a plus