Wealth Management, Life Insurance Product Development and Management, Senior Associate - JPMorgan Chase
New York, NY
About the Job
Job Description:
The Life Insurance Product Development and Management role will report to the Head of Life Insurance Product Development and Management and will support the implementation and product roll-out and maintenance of Life Insurance products across the lines of businesses (LoBs) within Wealth Management at JPMorganChase; Chase Wealth Management, JPMorgan Advisors, and US Private Bank. This will entail product onboarding, product management, along with managing carrier and vendor relationships and serving as a life insurance subject matter expert around both tactical and strategic initiatives related to the life insurance program. The candidate should be a self-starter, execution-focused and have the ability to drive tasks, projects and initiatives end-to-end. The ability to influence and work across LoBs and across function (including sales, technology, operations, marketing, legal, risk, compliance, controls, supervision) is paramount in delivering a world-class offering and client experience.
Job Responsibilities:
+ Lead product governance (e.g., product due diligence, product management and maintenance) for products on JPMC platform
+ Support product governance for new products being onboarded to platform, which include product due diligence, product selection, onboarding, along with on-going product management
+ Work closely with carrier relationship management team to establish and maintain strong relationships with our carrier partners and ensure alignment on both tactical and strategic goals
+ Partner with sales teams across lines of businesses to ensure we continue to offer best-in-class solutions and expert insights for our clients across the entire wealth spectrum by supporting the ongoing review of product pipeline and approval process, as needed
+ Support proactive partnership with Insurance Specialists and Business Development team to maintain awareness of the life insurance solution suite (including product education), promote product launches and updates, and support the practice
+ Support on-going assessment and review of carriers and products on the platform, along with emerging trends in industry
+ Serve as delivery manager for subscription services that provide industry news, benchmarking, and insights
+ Partner with Compliance & Supervision to ensure policy and procedures are consistently up-to-date
+ Business analysis throughout life distribution cycle
+ Data analysis and reporting on various life insurance distribution activities, leveraging dashboards
+ Partner closely with Marketing Manager on life insurance intranet management
+ Work closely with training teams to focus on evergreen reviews of existing trainings and development of new trainings, as needed
+ Drive development and maintenance of life insurance product tools and resources to support various teams
+ Training, marketing, communication and content support
Required Qualifications, Skills and Capabilities:
+ 5 years of experience in financial services, with deep subject matter expertise across all life insurance solutions (e.g., Term, Single Premium Life, Hybrid LTC, UL, IUL, VUL and WL)
+ Experience using Microsoft Office Suite, and must be strong in Excel and PowerPoint
+ Excellent relationship building, written, and verbal communication skills
+ Strong initiative, energy and confidence completing tasks and projects with limited supervision
+ Superior multi-tasking and organization skills in a fast-paced high pressure team environment
+ High attention to detail and results oriented
+ The ability to be a dynamic member of the team
Preferred Qualifications, Skills and Capabilities:
+ 5 years of experience of product management and/or project management
+ Experience with Data Analytics and Data Visualization is
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 $82,650.00 - $120,000.00 / year; New York,NY $82,650.00 - $120,000.00 / year
The Life Insurance Product Development and Management role will report to the Head of Life Insurance Product Development and Management and will support the implementation and product roll-out and maintenance of Life Insurance products across the lines of businesses (LoBs) within Wealth Management at JPMorganChase; Chase Wealth Management, JPMorgan Advisors, and US Private Bank. This will entail product onboarding, product management, along with managing carrier and vendor relationships and serving as a life insurance subject matter expert around both tactical and strategic initiatives related to the life insurance program. The candidate should be a self-starter, execution-focused and have the ability to drive tasks, projects and initiatives end-to-end. The ability to influence and work across LoBs and across function (including sales, technology, operations, marketing, legal, risk, compliance, controls, supervision) is paramount in delivering a world-class offering and client experience.
Job Responsibilities:
+ Lead product governance (e.g., product due diligence, product management and maintenance) for products on JPMC platform
+ Support product governance for new products being onboarded to platform, which include product due diligence, product selection, onboarding, along with on-going product management
+ Work closely with carrier relationship management team to establish and maintain strong relationships with our carrier partners and ensure alignment on both tactical and strategic goals
+ Partner with sales teams across lines of businesses to ensure we continue to offer best-in-class solutions and expert insights for our clients across the entire wealth spectrum by supporting the ongoing review of product pipeline and approval process, as needed
+ Support proactive partnership with Insurance Specialists and Business Development team to maintain awareness of the life insurance solution suite (including product education), promote product launches and updates, and support the practice
+ Support on-going assessment and review of carriers and products on the platform, along with emerging trends in industry
+ Serve as delivery manager for subscription services that provide industry news, benchmarking, and insights
+ Partner with Compliance & Supervision to ensure policy and procedures are consistently up-to-date
+ Business analysis throughout life distribution cycle
+ Data analysis and reporting on various life insurance distribution activities, leveraging dashboards
+ Partner closely with Marketing Manager on life insurance intranet management
+ Work closely with training teams to focus on evergreen reviews of existing trainings and development of new trainings, as needed
+ Drive development and maintenance of life insurance product tools and resources to support various teams
+ Training, marketing, communication and content support
Required Qualifications, Skills and Capabilities:
+ 5 years of experience in financial services, with deep subject matter expertise across all life insurance solutions (e.g., Term, Single Premium Life, Hybrid LTC, UL, IUL, VUL and WL)
+ Experience using Microsoft Office Suite, and must be strong in Excel and PowerPoint
+ Excellent relationship building, written, and verbal communication skills
+ Strong initiative, energy and confidence completing tasks and projects with limited supervision
+ Superior multi-tasking and organization skills in a fast-paced high pressure team environment
+ High attention to detail and results oriented
+ The ability to be a dynamic member of the team
Preferred Qualifications, Skills and Capabilities:
+ 5 years of experience of product management and/or project management
+ Experience with Data Analytics and Data Visualization is
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 $82,650.00 - $120,000.00 / year; New York,NY $82,650.00 - $120,000.00 / year
Source : JPMorgan Chase
