25 days old

Wealth Management - Digital Wealth Management - Digital Goals Planning- Product Manager- Vice President

JPMorgan Chase & Co.
New York, NY 10007
  • Job Code

Wealth Management - Digital Wealth Management - Digital Goals Planning- Product Manager- Vice President

Req #: 190095582
Location: New York, NY, US
Job Category: Digital
Potential Referral Amount: 0 US Dollar (USD)

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.


J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


The Digital Wealth Management (DWM) team is charged with creating a fully integrated, elegant and seamless digital experience across the entire life cycle for both clients and advisors, creating a compelling omni-channel experience that both creates efficiencies for all JPMorgan and Chase clients.  We build the strategic vision and execute programs to bring to life this digital experience, driving 360-degree client engagement. Our organization works closely with the business, both in Global Wealth Management and Chase Wealth Management, with teams aligned to front-office regions, service teams, strategy and solutions teams, marketing and technology. This structure enables us to create solutions that drive revenue, increase advisor efficiency, improve client satisfaction and grow market share.

Position Overview:

Digital Wealth Management is seeking a highly effective and innovative Digital Goals Planning Product Manager to help lead the rapidly growing product development of digital capabilities within the Digital Wealth Management organization. They will be responsible for enhancing the firm’s goals planning capabilities for both Chase and JPMorgan clients including tools and experiences to help Clients articulate goals, 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 goals planning roadmap using their expertise and influencing skills to optimize the client experience within mobile and web.


The ideal candidate has experience delivering goals based planning or personal financial management features and tools for mobile and web, and will report to the team lead for Goals 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 leaders and internal stakeholders.

  • Serve as a cross-functional leader to collaborate with design, engineering and marketing teams to drive new product initiatives
  • Lead the build out of goals planning components of the DWM 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
  • Responsible for driving plans to execution, deployment, and refinement
  • 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

  • 5-7 years of financial management or personal financial management product experience with proven track record of delivery of new products and features
  • Demonstrable experience authoring business requirements, defining user stories and leading execution including bringing together cross functional teams within an Agile development framework
  • Expertise 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
  • Thorough understanding of financial modeling, forecasting and tracking as it relates to product delivery
  • 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

Keyword: consumer%20banking


Posted: 2019-11-15 Expires: 2019-12-15

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Wealth Management - Digital Wealth Management - Digital Goals Planning- Product Manager- Vice President

JPMorgan Chase & Co.
New York, NY 10007

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