The Client Reporting Product Manager will help lead the development of new reporting standards to be utilized across U.S. Wealth Management and the Global Private Bank, as part of a strategic platform build to enhance the client and advisor experience. You will leverage your skillset to transform how products are delivered and create a way for teams to continuously deliver value to customers. The Client Reporting Product Manager will support the definition of the product vision, goals and objectives, requirements, and prioritize delivery of items to maximize the business value of the initiative. The Product Manager will also support maintenance and integration of the legacy managed account reporting platforms.
The Connect Wealth Program is a prominent initiative that extends across multiple lines of business and functions. The goal of the Program is to transform the operating model for managed accounts and implement an intuitive technology platform designed to support complex managed strategies.
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Job Responsibilities
- Facilitate end-to-end product delivery journey activities, including intake, dependency management, release management, and product operationalization, while identifying opportunities to enhance efficiency and functional coordination.
- Ensure adherence to JPMC risk, controls, and compliance requirements, supporting the product management framework across functional partners.
- Maintain visibility over product timelines and dependencies, resolving blockers and impediments, and liaising with stakeholders and functional partners.
- Collaborate with delivery teams to define best practices and drive efficiency improvements through post-release reviews.
- Support post-implementation activities, including creating reporting and analytics on tool adoption and hosting production huddles to address issues.
- Coordinate technology and budget planning processes for the managed accounts roadmap.
- Demonstrate teamwork and collaboration across functions and LOBs.
- Monitor program guidelines by clearly defining and tracking program updates.
- Assist in planning pilots and rollouts of new capabilities, including communication, training, and feedback mechanisms.
- Gather client and advisor insights to inform product roadmap and development, contributing to the product lifecycle.
- Utilize user data, performance metrics, and industry trends to shape design and roadmap.
- Foster strong relationships with delivery partners across Wealth Management and the Global Private Bank.
Required Qualifications, Skills and Capabilities
- Prior experience in financial services industry, preferably in wealth management or investments
- Prior experience in advisory services and/or tools
- Experience delivering products, projects, or technology applications
- Proven ability to execute via successful internal partnerships
- Strong communication and organization skills
- High level of proficiency using Microsoft Office products (PowerPoint, Word, Excel)
Preferred Qualifications, Skills and Capabilities
- Familiarity with agile methodology is preferred
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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.