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ConnectWealth, Supervision and Monitoring Product Analyst

AT JPMorgan Chase
JPMorgan Chase

ConnectWealth, Supervision and Monitoring Product Analyst

New York, NY

The Supervision and Monitoring Product Owner will help lead the development of a new Advisor controls dashboard to be utilized across U.S. Wealth Management and the Global Private Bank, as part of a strategic platform build to enhance the advisor experience. Through partnership with the business, advisors, senior leaders, control partners and technologists, you will act as the voice of the user and develop an end-to-end experience that provides value.

With a strong commitment to scalability, resiliency, and stability, you will collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.

As the Supervision and Monitoring Product Owner you 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. You will be responsible for supporting cross platform business analysis, management, and execution of business needs across advisor and client channels.

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Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding organizational skills. The successful candidate should be an analytical thinker with the ability to inspire confidence and fosters teamwork and collaboration.

Job Responsibilities

  • Understand client and advisor needs: Supports the collection of information (e.g., user research, journey mapping) to inform strategy product roadmap and provide insight on potential product and product features that would provide value to customers.
  • Contributes to the product development lifecycle Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Writes requirements, epics, and user stories to drive product development. Partners with Technology to triage issues end-to-end until full resolution is achieved.
  • Program Guideline monitoring: Support disciplined advisor portfolio management by clearly defining and tracking program guidelines.
  • Support plans for pilot/rollout new capabilities, including objective/scope, communication, training/support, and feedback/metrics.
  • Embody true "customer-obsession": in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and advisor feedback to shape our design and roadmap.
  • Develop and maintain deep relationships with delivery partners: including business stakeholders, Technology and control functions across Wealth Management and the Global Private Bank.

Required Qualifications, Skills and Capabilities

  • 1 years' experience preferred in Wealth Management, Private Bank, or Asset Management industry.
  • Experience building a strategy and roadmap.
  • Proven ability to execute via successful internal partnerships with other organizations.
  • Structured thinker, effective communicator with excellent written communication skills.

Preferred Qualifications, Skills and Capabilities

  • Experience with agile methodology and similar processes used by a technology organization to execute preferred, but not required.

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 1300 professionals spanning across 20 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed 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.

ABOUT US

JPMorgan Chase & Co., 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 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 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.

Client-provided location(s): New York, NY, USA
Job ID: JPMorgan-210562166
Employment Type: Full Time