ConnectWealth, Managed Account Product Owner - JPMorgan Chase
New York, NY
About the Job
Join the ConnectWealth Product team as the Head of Enrollments and spearhead the creation of a groundbreaking strategic UMA platform! This pivotal platform supports the Managed Account offerings of the Global Private Bank and US Wealth Management, managing over $640 billion in AUM across 900k accounts.
As a Product Owner in the ConnectWealth product team at JPMorgan Chase, you will act on behalf of the business, operations, and clients to design and delivery strategic solutions that transforms the Managed Accounts space. The ConnectWealth Program is high profile and spans multiple lines of business and functions. The goal of the program is to create a world-class Platform and operating model for Managed Accounts and implement an intuitive technology platform that supports complex managed strategies. Embrace this opportunity to make a significant impact and drive innovation in a high-profile role .
As the Head of Enrollments, you leverage your experience and lead a team of Product Owners to define and create the optimal experience for our Advisors and clients. The enrollments team is responsible for creating a seamless Modern Wealth experience that overtly brings together Goals Planning, Portfolio Construction, Implementation, and Onboarding. You'll be at the forefront, collaborating with key stakeholders to lead, develop, and prioritize business/functional requirements supporting the seamless delivery of innovative solutions . You will also engage in user experience research and design processes, empower testing activities, and lead implementation to ensure high quality code and timely delivery.
Job Responsibilities
+ Forge strong partnerships with stakeholders, including business management, design, operations, Legal, Compliance, and Risk teams
+ Drive UI and UX design processes to enhance user experiences
+ Ensure documentation of business requirements in Epic/Story format using JIRA
+ Prioritize requirements within an Agile framework, managing interdependencies across workstreams and systems
+ Lead story refinement sessions with tech partners
+ Collaborate with the UAT team to support test planning, acceptance criteria conditioning, and product support during testing
+ Utilize analytical and problem-solving skills to identify trends and enhance processes for customers and the business
+ Drive operational readiness, lead system demonstrations, manage release planning, and ensure timely incident/issue resolution
+ Navigate the regulatory/legal landscape related to investment products, ensuring compliance with established procedures and regulations
+ Proactively raise risks and issues to stakeholders or management; addressing control environment, program scope, and timeline impacts
+ Coach and mentor the team on best practices, using post release feedback to further enhance the platform
+ Define and capture metrics leading to improved advisor efficiencies, faster onboarding of clients, and reduced post-release defects.
+ Support Engagement and Adoption of the Platform by defining and participating in various rollout activities.
+ Coordinate technology and budget planning processes for Managed Accounts roadmap
+ Demonstrate team spirit and strong collaboration skills across functions and LOBs
Required Qualifications, Skills and Capabilities
+ 7 years of prior experience in financial services industry,
+ 10 years of experience delivering products, projects, technology applications, or equivalent expertise
+ Extensive knowledge of Managed Accounts business and operations
+ Experience in Agile and enterprise-wide release and deployment processes and strategies
+ Advanced knowledge of product development life cycle, technical design, and data analytics
+ Ability to synthesize information to formulate a message for Senior Management
+ Prior experience creating and delivering high quality presentations used for executive level management communication and transparency into program strategy and progress
+ Understands broad-ranging information and new concepts quickly and able to distil into key points
+ Strong written and verbal communication skills and ability to communicate to senior stakeholders
+ Strong organization skills and attention to detail
+ Interpersonal skills including ability to foster a collaborative, positive work environment with stakeholders and peers
+ High level of proficiency using Microsoft Office products' (PowerPoint, Word, Excel)
Preferred Qualifications, Skills and Capabilities
+ Experience preferably in wealth management or investments organizations
+ Preference for recognized thought leader within related field
+ Preference for data and analytical experience (pivot tables, vlookup, etc.); use of data visualization skills (e.g. Tableau) nice to have
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Jersey City,NJ $122,550.00 - $201,000.00 / year; New York,NY $122,550.00 - $201,000.00 / year
As a Product Owner in the ConnectWealth product team at JPMorgan Chase, you will act on behalf of the business, operations, and clients to design and delivery strategic solutions that transforms the Managed Accounts space. The ConnectWealth Program is high profile and spans multiple lines of business and functions. The goal of the program is to create a world-class Platform and operating model for Managed Accounts and implement an intuitive technology platform that supports complex managed strategies. Embrace this opportunity to make a significant impact and drive innovation in a high-profile role .
As the Head of Enrollments, you leverage your experience and lead a team of Product Owners to define and create the optimal experience for our Advisors and clients. The enrollments team is responsible for creating a seamless Modern Wealth experience that overtly brings together Goals Planning, Portfolio Construction, Implementation, and Onboarding. You'll be at the forefront, collaborating with key stakeholders to lead, develop, and prioritize business/functional requirements supporting the seamless delivery of innovative solutions . You will also engage in user experience research and design processes, empower testing activities, and lead implementation to ensure high quality code and timely delivery.
Job Responsibilities
+ Forge strong partnerships with stakeholders, including business management, design, operations, Legal, Compliance, and Risk teams
+ Drive UI and UX design processes to enhance user experiences
+ Ensure documentation of business requirements in Epic/Story format using JIRA
+ Prioritize requirements within an Agile framework, managing interdependencies across workstreams and systems
+ Lead story refinement sessions with tech partners
+ Collaborate with the UAT team to support test planning, acceptance criteria conditioning, and product support during testing
+ Utilize analytical and problem-solving skills to identify trends and enhance processes for customers and the business
+ Drive operational readiness, lead system demonstrations, manage release planning, and ensure timely incident/issue resolution
+ Navigate the regulatory/legal landscape related to investment products, ensuring compliance with established procedures and regulations
+ Proactively raise risks and issues to stakeholders or management; addressing control environment, program scope, and timeline impacts
+ Coach and mentor the team on best practices, using post release feedback to further enhance the platform
+ Define and capture metrics leading to improved advisor efficiencies, faster onboarding of clients, and reduced post-release defects.
+ Support Engagement and Adoption of the Platform by defining and participating in various rollout activities.
+ Coordinate technology and budget planning processes for Managed Accounts roadmap
+ Demonstrate team spirit and strong collaboration skills across functions and LOBs
Required Qualifications, Skills and Capabilities
+ 7 years of prior experience in financial services industry,
+ 10 years of experience delivering products, projects, technology applications, or equivalent expertise
+ Extensive knowledge of Managed Accounts business and operations
+ Experience in Agile and enterprise-wide release and deployment processes and strategies
+ Advanced knowledge of product development life cycle, technical design, and data analytics
+ Ability to synthesize information to formulate a message for Senior Management
+ Prior experience creating and delivering high quality presentations used for executive level management communication and transparency into program strategy and progress
+ Understands broad-ranging information and new concepts quickly and able to distil into key points
+ Strong written and verbal communication skills and ability to communicate to senior stakeholders
+ Strong organization skills and attention to detail
+ Interpersonal skills including ability to foster a collaborative, positive work environment with stakeholders and peers
+ High level of proficiency using Microsoft Office products' (PowerPoint, Word, Excel)
Preferred Qualifications, Skills and Capabilities
+ Experience preferably in wealth management or investments organizations
+ Preference for recognized thought leader within related field
+ Preference for data and analytical experience (pivot tables, vlookup, etc.); use of data visualization skills (e.g. Tableau) nice to have
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Jersey City,NJ $122,550.00 - $201,000.00 / year; New York,NY $122,550.00 - $201,000.00 / year
Source : JPMorgan Chase
