J.P. Morgan Wealth Management- Senior Associate, Product Portfolio Tools - JPMorgan Chase
Jersey City, NJ
About the Job
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~one trillion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As a J.P. Morgan Wealth Management- Senior Associate, Product Portfolio Tools within the J.P. Morgan Wealth Management Outsourced Family Office (OFO) product team, you will be instrumental in defining and executing the strategy for multiple vendor and proprietary performance reporting, aggregation, and portfolio analytics. You will have the opportunity to work with a variety of tools and platforms, and your work will directly impact the financial management of high net worth families and their advisors. We value clear and effective communication, the ability to work under pressure, and a commitment to delivering quality products on time.
Job responsibilities
• Drive the product roadmap and define specific, measurable OKRs for the product as well as define and groom product feature requirements through the agile framework
• Assist operations teams and advisors with client inquiries
• Aid in creation and delivery of a monthly product cabinet to ensure all key partners are aware of the product roadmap
• Focus on the integration and quality assurance of select OFO portfolio analysis tools, including but not limited to Blackrock's Aladdin, Clearwater Analytics and Vanilla Estate Planning
• Create and socialize detailed area product updates and represent the area in key product community forums such as budget planning, monthly cabinets and business reviews
• Serve as the product subject matter expert and key escalation point for training and inquiry resolution to ensure consistent production quality
• Coordinate with other product teams to agree on delivery expectations and work through blockers
• Prioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams' capacity
• Work with technology teams to prioritize and plan product releases and ensure all technology teams are operating efficiently through the consistent review of agility metrics
• Collaborate with the delivery manager to manage workflow of Stories and Epics in Jira/Align for accurate reflection of progress completion
• Partner with legal, risk, compliance and controls to ensure the product is delivered to advisors and clients within the current reporting standards
Required qualifications, capabilities, and skills
• Minimum of 5 years of experience in the industry, with 1 plus in product management
• Product management experience
• Expertise in portfolio reporting and accounting processes with an understanding of complex investment products
• Experience with Jira, Align, agile product development and software delivery lifecycle
• Proven experience working with senior management and front office financial advisors
• Effective communicator with excellent written communication skills
• Proven track record of new product feature creation and delivery
• Ability to influence people at all levels across a broad variety of job functions
• Demonstrated ability to manage tight delivery timelines and calmness under pressure
• Excels in a dynamic environment that changes due to external factors and new priorities
Preferred qualifications, capabilities, and skills
• Undergraduate degree
• Blackrock Aladdin experience preferred
• FINRA SIE and Series 99 required within 120 days of hire
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
New York,NY $99,750.00 - $150,000.00 / year; Jersey City,NJ $99,750.00 - $150,000.00 / year
As a J.P. Morgan Wealth Management- Senior Associate, Product Portfolio Tools within the J.P. Morgan Wealth Management Outsourced Family Office (OFO) product team, you will be instrumental in defining and executing the strategy for multiple vendor and proprietary performance reporting, aggregation, and portfolio analytics. You will have the opportunity to work with a variety of tools and platforms, and your work will directly impact the financial management of high net worth families and their advisors. We value clear and effective communication, the ability to work under pressure, and a commitment to delivering quality products on time.
Job responsibilities
• Drive the product roadmap and define specific, measurable OKRs for the product as well as define and groom product feature requirements through the agile framework
• Assist operations teams and advisors with client inquiries
• Aid in creation and delivery of a monthly product cabinet to ensure all key partners are aware of the product roadmap
• Focus on the integration and quality assurance of select OFO portfolio analysis tools, including but not limited to Blackrock's Aladdin, Clearwater Analytics and Vanilla Estate Planning
• Create and socialize detailed area product updates and represent the area in key product community forums such as budget planning, monthly cabinets and business reviews
• Serve as the product subject matter expert and key escalation point for training and inquiry resolution to ensure consistent production quality
• Coordinate with other product teams to agree on delivery expectations and work through blockers
• Prioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams' capacity
• Work with technology teams to prioritize and plan product releases and ensure all technology teams are operating efficiently through the consistent review of agility metrics
• Collaborate with the delivery manager to manage workflow of Stories and Epics in Jira/Align for accurate reflection of progress completion
• Partner with legal, risk, compliance and controls to ensure the product is delivered to advisors and clients within the current reporting standards
Required qualifications, capabilities, and skills
• Minimum of 5 years of experience in the industry, with 1 plus in product management
• Product management experience
• Expertise in portfolio reporting and accounting processes with an understanding of complex investment products
• Experience with Jira, Align, agile product development and software delivery lifecycle
• Proven experience working with senior management and front office financial advisors
• Effective communicator with excellent written communication skills
• Proven track record of new product feature creation and delivery
• Ability to influence people at all levels across a broad variety of job functions
• Demonstrated ability to manage tight delivery timelines and calmness under pressure
• Excels in a dynamic environment that changes due to external factors and new priorities
Preferred qualifications, capabilities, and skills
• Undergraduate degree
• Blackrock Aladdin experience preferred
• FINRA SIE and Series 99 required within 120 days of hire
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
New York,NY $99,750.00 - $150,000.00 / year; Jersey City,NJ $99,750.00 - $150,000.00 / year
Source : JPMorgan Chase
