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.

Role description: He/she 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.

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.