With more than 160 years of experience, J.P. Morgan Private Bank delivers the highest quality advice, service, capabilities, and products to wealthy individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a platform of both depth and breadth.

Job Description:

The Product Lead for the Addepar Solution Strategy and Execution for J.P. Morgan Private Bank will lead the strategic direction and implementation of the Addepar platform for large clients within the Private Bank. This role requires a strategic thinker and execution-oriented leader who can drive the adoption and optimization of the Addepar solution, focusing on external asset aggregation and performance reporting, to enhance client value and satisfaction. The VP will oversee the solution lifecycle, from strategic planning to execution, ensuring alignment with business objectives and client needs.

Core Responsibilities:

Leadership and Strategy:
- Develop and execute a comprehensive strategy for the Addepar solution, emphasizing external asset aggregation and performance reporting, tailored to large clients in the Private Bank.
- Develop a vision and plan for potentially extending the Addepar offering to more client segments.
- Strategize the integration of aggregated data into JPM systems to enhance overall client service and operational efficiency.
- Collaborate with senior leadership to align solution goals with broader business objectives.
Solution Development and Management:
- Oversee the entire solution lifecycle, including needs assessment, customization, implementation, and optimization of asset aggregation and performance reporting features.
- Define the client experience and drive the delivery of tooling to onboard new clients efficiently.
- Ensure the solution meets regulatory requirements and industry standards.
- Drive continuous improvement and innovation in solution offerings.
Client and Stakeholder Engagement:
- Build strong relationships with key stakeholders, including clients, partners, and internal teams.
- Communicate solution vision and strategy effectively to stakeholders at all levels.
Financial and Performance Management:
- Manage solution budgets and financial performance, ensuring profitability and growth.
- Analyze solution performance metrics and implement strategies for improvement.
Market and Competitive Analysis:
- Conduct market research to identify trends, opportunities, and competitive threats related to wealth management solutions.
- Develop strategies to differentiate our Addepar solution in the marketplace.

Required Qualifications, Capabilities and Skills:

10 years of experience in product management, with a track record of success in senior leadership roles.
Proven experience in product management, with a focus on wealth management platforms.
Bachelor’s degree in Business, Finance, or a related field.
Excellent strategic thinking and problem-solving abilities.
Exceptional communication and interpersonal skills.
Ability to work in a fast-paced, dynamic environment.

Preferred Qualifications, Capabilities and Skills:

Experience with Addepar is helpful.

About Us

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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

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.