Product Manager – Vice President ConnectWealth
JPMorgan Chase · Posted Oct 19
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The ConnectWealth Product team owns a platform managing over $640 billion in AUM across 900,000 accounts, delivering wealth-management capabilities for Advisors globally. As a Product Owner, Vice President, the role leads a team of Product Managers and drives ConnectWealth enhancements, including mandates platform buildouts across regions. The position partners with Portfolio Management, Technology, Operations and Compliance within an Agile framework, navigating regulatory complexity and driving operational readiness.
What you will do
- Gather Advisor needs via user research and journey mapping to identify high-value platform features.
- Develop business requirements in partnership with Portfolio Management, Technology, Operations, and Product Development teams.
- Document requirements in Epic/Story format within JIRA, ensuring clarity and strategic alignment.
- Lead story refinement and grooming sessions with Technology partners to align on scope and acceptance criteria.
- Partner with the UAT team to condition acceptance criteria and provide product oversight during testing.
- Manage stakeholder updates across APAC, EMEA, and US on enhancement status, timelines, and milestones.
- Escalate risks and issues promptly through formal governance channels, addressing control and scope impacts.
- Support Advisors day-to-day by resolving platform queries and issues on a prioritized basis.
- Collaborate with Business Management, Compliance, and control functions to ensure regulatory and operational alignment.
- Drive mandates platform enhancements as part of the firm's strategic ConnectWealth initiative.
- Analyze platform usage and operational data to identify trends and inform roadmap prioritization.
Skills used in this role
What the employer is looking for
- Hold a Master's or Post-Graduate degree with 10+ years in financial services, including 5+ years leading 5-10 member teams in wealth management.
- Demonstrate proven product management expertise for large-scale business and technology initiatives.
- Think analytically and innovatively, fostering teamwork and collaboration across global, cross-functional teams.
- Manage stakeholders effectively across functional groups and regions with strong influencing skills.
- Communicate clearly and concisely at all organizational levels with strong verbal and written skills.
- Demonstrate accountability and adaptability in a dynamic environment requiring creative problem-solving and attention to detail.
- Build and sustain effective internal partnerships across Technology, Operations, Compliance, and Business Management.
Preferred qualifications
- Apply experience with scripting languages such as SAS and Python for product analytics and process optimization.
- Leverage hands-on experience with digital transformation and fintech integration in Wealth Management.
- Utilize data analytics tools and methodologies to drive evidence-based product decisions.
- Explore emerging technologies in finance to enhance platform capabilities and Advisor experiences.
- Draw on prior collaboration with Sales, Legal, Compliance, Operations, and Technology teams.
- Navigate the regulatory and operational landscape of international wealth management across regions.
- Operate proficiently in Agile tools including JIRA-based backlog management and sprint planning.
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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