55ip | Product Owner (VP) - Investment Platform & Capabilities
Description
As a Vice President – Product Owner Portfolio Implementation & Capabilities, you will play a critical role in defining the product vision, strategy, and driving the delivery of key capabilities on the platform — shaping how advisors implement managed account portfolios, execute tax-smart transitions, and manage investment outcomes through intuitive, scalable technology. Our platform powers intelligent portfolio implementation — combining quantitative tax optimization, model marketplace capabilities, and seamless advisor workflows into a single, scalable technology. As part of JPMorganChase, we operate with the agility of a fintech and the reach of a global institution.
You are intellectually curious, grounded in product management best practices, and forward-leaning in your use of AI-powered tools to accelerate delivery and elevate team ways of working.
Job responsibilities
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Serve as the Product Owner for the order generation, review and routing workflow on the platform; own the product backlog and drive delivery across business and technology partners to build and enhance platform capabilities.
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Facilitate discovery sessions with cross-functional stakeholders to identify pain points, validate assumptions, and define requirements for new and enhanced investment capabilities.
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Partner with engineering, design, and business leads to define features, write user stories, and establish delivery plans aligned to quarterly objectives.
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Drive backlog prioritization using quantitative signals (usage data, client feedback, business impact) and Agile planning methods.
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Lead Agile ceremonies for your delivery team; maintain high standards for backlog health, epic delivery tracking, and release coordination.
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Partner with Tech Architects to assess architectural impact and determine the optimal approach for platform changes.
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Build deep expertise in current-state platform architecture and contribute to target-state solutioning.
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Contribute to multi-year roadmap planning; translate product strategy into sequenced, actionable deliverables.
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Identify and resolve cross-functional blockers; challenge assumptions and propose creative solutions throughout the product development lifecycle.
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Leverage AI-assisted tools to accelerate product workflows — drafting PRDs, generating user stories, and maintaining living knowledge bases.
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Mentor junior product managers and foster a culture of excellence, collaboration, and continuous improvement across cross-functional teams.
Required qualifications, capabilities, and skills
- 7+ years of experience in product management, product ownership, or business analyst experience with a strong analytical background.
- 2+ years of experience related to portfolio management, order management, or managed accounts implementation within asset management, wealth management or a fintech serving these segments.
- Demonstrated habit of continuous learning — actively engages with product communities, applies evolving frameworks, and brings external perspectives into team practices.
- Proficient in Agile tooling (Jira, Confluence) and comfortable working in sprint cadences alongside UX design and engineering.
- Comfortable operating with incomplete information; able to frame problems, make decisions with imperfect data, and iterate quickly.
- Proven ability to manage multiple concurrent workstreams, maintain momentum, and deliver against commitments.
- Track record of building trusted relationships across product, technology, operations, and business stakeholders.
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Excellent written and verbal communication skills, including the ability to present complex ideas clearly to senior leadership.
Preferred qualifications, capabilities, and skills
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Experience with order management systems and workflows (e.g., order aggregation, trade routing) and their integration with investment platforms
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Familiarity with prompt engineering techniques and experience integrating AI-assisted workflows into product or knowledge management processes.
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Formal project management experience (PMP, SAFe, or equivalent) in complex, multi-team delivery environments.
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Experience with tax-loss harvesting, direct indexing, or quantitative portfolio construction.
About Us
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
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.
Skills Required
- 8+ years of experience in Product Management
- 5+ years experience on consumer-facing or client-facing products with complex UX/UI
- 5+ years collaborating with engineering, design, and user research teams
- Experience building Fintech and Wealth products or platforms
- Skill configuring, analyzing, and reporting on metrics from Google Analytics
- Subject matter expertise in custodial integration and financial advisory platforms
- Experience in an Agile framework SDLC
- BA/BS in Finance, Economics, Technology, or related field
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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