Job Description

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About Asset and Wealth Management

. 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.

J.P. Morgan Private Bank advises the world\'s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We\'re proud to be named \'2019 Best Private Bank for Ultra-High-Net-Worth Clients\' by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.

Our team

As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organization, the IPB Digital Advisor & Client Solutions Product team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It\'s an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally.

Job description

As part of the IPB Digital Advisor & Client Solutions Product team, the IPB Sales Management & CRM Digital Product Manager, is responsible for leading the efforts to re-imagine the relationship management experience, ensuring an integrated end-to-end journey. Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the digital product strategy and align priorities to ensure we\'re solving our user\'s biggest problems.

As a Product Manager, you will be responsible for the product vision and strategies to come up with effective solutions to problems that are valuable (our users choose to use them), viable (the solution works for the business), usable (the users can figure out how to use) and feasible (our engineers have the skills and technology to implement them).

You will be required to quickly learn the constraints of our business from Trading, Finance, Operations, Legal, Compliance and Privacy, as well as others, to succeed. The successful Product Manager must also contribute a deep knowledge of our users and the data about how they engage with our products, coupled with tracking of industry trends and the competitive landscape to provide wholesale Product expertise to the business.

You will primarily partner with Technology and Design but consistent engagement with Regional Investment Heads, Solutions Product Development and Operations stakeholders through the entire product management lifecycle will be necessary to ensure the businesses needs are met.

Candidates should have excellent communication skills, the ability to influence and negotiate, be able to work as an individual contributor as well as a team, strong skills around the Agile framework, an equal appreciation of the discovery and execution process and able to quantify delivery into success measures.

Job Responsibilities: * Review and analyze the current-state of IPB advisor workflows across the advisor lifecycle: CRM, Onboarding, Wealth Planning/Advice, Trade Execution, and Portfolio Analytics & Reporting.

• Develop future-state along with quick-wins to improve incrementally as we drive the strategic state. Work with advisors and key stakeholders in the region to prioritize opportunities.
• Lead the idea-generation process: ideas, concepts, designs and roadmap for how to bring the designs to life \'on-screen\' for our advisors to improve their experience.
• Continue to drive change throughout the organization in partnership with digital/design, technology and our stakeholders by building a detailed roadmap to transform advisor platform, workflows and applications.
• Participate in our IPB Advisory Council: The monthly forum for senior advisors to engage and partner on our strategy, roadmap, priorities and projects. This group of advisors will be looking for your leadership to realize the transformation agenda.
• Be very \'in touch\' with Advisor needs. Must be assessable, \'on the Advisor floor\', and engaging in gaps in the workflow, processes and experiences.
• Build requirements: Evaluate business problem, request or regulatory requirement. Understand business background, risks/gaps, current operating procedure and systems workflow. Document business requirements.
• Lead local IPB projects: Be the lead product manager in partnership with digital, design and technology. End-to-end management and lead the product delivery across the full-lifecycle, from ideation and research to customer-facing design, advisor design, and technological development to production testing, piloting and broad rollout.
• Embody true \xe2\x80\x9ccustomer-obsession\xe2\x80\x9d in identifying and leveraging user data, industry trends, and varying forms of customer and advisor feedback to shape our onboarding design and roadmap.

Required Qualifications, Capabilities, and Skills: * Bachelor\'s degree in in Computer Science, Mathematics or Economics or other related discipline

• Minimum 3 years of experience in Product Management/Development, Strategy or Business Analyst in Financial Services. Experience in Wealth Management/Private Banking is an added advantage.
• Former experience as an Advisor is a strong plus.
• Experience in product reviews, interaction with advisors, developing concepts and designs for future state workflows.
• Has the ability to drive concepts to execution and manage multiple products and product deliveries with varying timelines, priorities and complexities.
• Strong communication, presentation and influencing skills to effectively communicate key messages, and simplify complex business situations across all levels of seniority and functions.
• Strategic and analytical thinker with a desire towards execution and delivering results.
• Highly self-motivated and ability to remain calm under intense pressure. Excellent organizational skills, ability to multi-task and manage priorities.
• Strong understanding of different technological development methodologies (e.g., Agile, Waterfall) and design techniques with ability to successfully lead regardless of approach.

About Us: J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world\'s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.\xe2\x80\x8b

JPMorgan Chase