J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2,800 professionals spanning across 20 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committee to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
As part of Wealth Management (WM) Solutions, the Solutions Product Development group works in conjunction with numerous wealth management investment solutions teams to develop and deliver products for use in the Private Bank (PB), JPMorgan Advisors (JPMA) and Chase Wealth Management (CWM) lines of business.
The candidate will be part of the Wealth Management Solutions team with a focus on our Alternatives platform offering. The WM Alternatives Product Development team is responsible for the E2E simplification and scaling of the Alternatives target op model inclusive of key enabling capabilities and differentiating services. The team’s role spans the full lifecycle of transformation – Vision, Strategy, E2E Op Models, Business Case development, Roadmap planning and execution.
As the Alternatives Product Owner, you will lead the strategy, design, and execution of key initiatives across the end-to-end Alternative Investments value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern technology solutions.
Job Responsibilities: The ideal candidate leverages a commercial mindset, demonstrates superior analytical skills including data management, and is an effective change leader.
Define Product Strategy: Sets product vision connecting client/advisor needs with business goals. Understands current state including product offering, regional differences, and areas of improvement; Defines end state, target operating model and product roadmap. Effectively considers cost benefit analysis, including build vs. buy. Understand client and advisor needs. Develop a detailed understanding of the competitive & market landscape including vendor / fintech offerings, to inform our product capability offering and respective strategic roadmaps. Planning and Execution: Lead and deliver annual and quarterly investment plans and execution of all planned milestones; timely reporting of forecasted variances to plan with risk mitigation as required. Leads and coach product managers, design and technology team members to achieve results across all aspects of the product development lifecycle: current state usage & performance, feedback gathering, prioritization, execution & communication of enhancements. Deliver via agile methodologies including backlog grooming, quarterly planning, spring planning and showcases. Market product to key stakeholders: drive adoption; prepare communications materials to learning and training partners and leverage existing communication channels (Morning Meeting, Digital Download, newsletters, etc.).Product Documentation & Governance: Ensure comprehensive and up-to-date documentation of product features, requirements, and development processes which support ongoing product development. Ensure firmwide governance is adhered to in the product development lifecycle.
Required Qualifications, Capabilities and Skills
Demonstrates values and diversity & inclusion principles and perspectives. Alternatives Subject Matter Expertise – Alternatives experience, especially in reporting / data distribution, analytics, channels, vendor offerings and client facing technology. Lean reengineering skills and change leadership skills with significant experience leading & implementing complex, global programs. Strong written and oral communication skills Stakeholder management and influencing skills given global matrix / cross-Functional nature of the role. Experience visualizing data with strong analytical / quantitative skills, using programs such as Tableau, Alteryx, Microsoft Office Excel & PowerPoint.