J.P. Morgan Wealth Management - Vice President, Lending Solutions Project Manager

Build products that help advisors and clients access lending solutions with confidence backed by a strong control framework and modern delivery practices. The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.

As a Vice President Product Manager for Lending Solutions, you will partner with business and technology teams to define and deliver a product roadmap that enhances the advisor and client lending experience. You will translate vision into clear requirements, coordinate delivery across stakeholders, and strengthen the control framework through process and automation improvements.

• Partner with technology teams and business stakeholders to bring product vision to life
• Contribute to end-to-end product roadmap initiatives that enhance advisor and client lending experiences
• Define, write, and manage product requirements; coordinate workstreams and maintain documentation in JIRA/Confluence
• Provide clear presentations and regular communications to working groups, control partners, and senior stakeholders as needed
• Develop and drive proactive solutions to improve the lending control framework through automation and procedures
• Support product knowledge development and operating model expansion for financial advisors, self-directed clients, and support staff
• Gather and evaluate client and advisor feedback to inform roadmap decisions and prioritization
• Stay informed on industry trends, regulations, and market events related to margin trading and lending solutions
• Build strong relationships across business, legal, risk, compliance, finance, marketing, and technology partners

• 3+ years of experience supporting one or more wealth lending solutions
• Working knowledge of Agile product development frameworks and practices
• Strong project management skills, including requirements writing and cross-workstream coordination
• Strong written and verbal communication skills, including the ability to present updates to diverse audiences
• Proven ability to collaborate across multiple lines of business within J.P. Morgan
• High attention to detail with the ability to deliver tasks on or ahead of deadlines in a fast-paced environment
• Bachelor’s degree required

• Fundamental understanding of Wealth Management services, client types, and products/solutions
• Experience with lending delivered via both bank and broker-dealer models
• Experience strengthening control frameworks through process design and automation
• Familiarity with margin trading trends, regulations, and related market events

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans