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Wealth Management - Digital Wealth Management - Self-Directed Investing Product Manager - Executive Director

Req #: 180011566
Location: New York, NY, US
Job Category: Digital
Potential Referral Amount: US Dollar (USD)


JPMorgan Chase & Co. is a leading global financial services firm with assets of $1.6 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorgan and Chase brands, the firm serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients.
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 Self-Directed Investing 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 Self-Directed Investment capabilities for both Chase and JPMorgan clients including tools to do security research & analysis, place and manage trades and monitor their positions and portfolios. In this role, the candidate will help drive and manage short term and long term initiates on the trading roadmap using their expertise and influencing skills to optimize the client experience within mobile and web. Collaboration with other business and engineering product owners will be required to develop a unified customer experience across all varieties of client needs.
The ideal candidate has experience delivering self-directed investing features and tools for mobile and web, and will report to the product management team lead for Self-Directed Investing. 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 develop 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. He or she will lead cross functional teams of core engineering, design, and technical leaders from across Chase to tests and deliver a robust feature set to market.
The successful candidate will be outcome-focused with a practical orientation to developing and maintaining an innovation lifecycle product roadmap, 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 self-directed 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 Self-Directed Investing strategy 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
  • Create a proposition roadmap from MVP to market leading through a customer centric design focused approach and innovation
  • 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 UX 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 UX 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
  • 5-10 years of investments related product management 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
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