- Translate AM use cases across leads, prospects, and clients into clear SEP/Salesforce requirements and operating routines, spanning client financials (opportunities, mandates, business at risk, accounts, flows, trades, GL rebates) and coverage (roles, assignments, hierarchy logic).
- Own integrations bringing client financials and financial reference data into SEP from AM systems (e.g., PandA, CBOR, Fusion, UDM), including scope, prioritization, delivery plans, and release readiness.
- Own end-to-end integration with internal HR sources to keep sales team hierarchy current and aligned with Sales and Finance reporting.
- Define, implement, and maintain coverage assignment and cascading logic across key objects (e.g., Companies, Contacts, Opportunities, Mandates, Accounts) so outcomes match agreed coverage models and personas.
- Implement controls to keep financial and coverage data accurate and governed (validation checks, approvals where needed, reconciliation to systems of record, audit-ready traceability).
- Drive data stewardship across financial and coverage domains: define attributes, mappings, lineage, and usage guidance so data is fit for how teams use SEP.
- Establish operational discipline for production: monitoring, reconciliation, issue triage, root-cause analysis, remediation, SLAs, and runbooks.
- Lead discovery and delivery: stakeholder workshops, scope definition, user stories, acceptance criteria, rollout plans, and cross-team coordination across data, engineering, and partner teams.
- Drive UAT, training, rollout communications, and adoption so teams use SEP financial and coverage views consistently and correctly.
- Create and maintain user-facing documentation (definitions, sources, rules, reporting guidance, known limitations).
- Align stakeholders across Sales, Technology, and Data Governance on ownership, stewardship, change control, release communications, and standards that enable self-service.
- 5+ years of experience or equivalent expertise in product management or a relevant domain area
- Strong knowledge of AM business processes affecting client financials and coverage across the sales lifecycle
- Demonstrated product ownership in cross-functional teams (business, engineering, data, controls), translating processes into clear requirements and measurable outcomes
- Experience delivering system-to-system integrations and managing dependencies across multiple upstream teams, including HR/hierarchy sources
- Track record improving data quality through controls, reconciliation, monitoring, and structured issue management through resolution
- Ability to write high-quality requirements (problem statements, scope, user stories, acceptance criteria) and drive delivery through UAT and rollout
- Strong stakeholder management and communication skills; comfortable presenting decisions, trade-offs, and progress to senior leaders
- Demonstrated prior experience working in a highly matrixed, complex organization
- Salesforce delivery experience in a complex, regulated environment
- Familiarity with financial reference data, identifiers/hierarchies, and data governance (ownership, stewardship, lineage)
- Experience designing or operating coverage models and hierarchy-driven reporting for Sales and Finance audiences
- Experience operating production support routines for data products (SLAs, runbooks, incident/problem 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
Skills Required
- 5+ years of experience or equivalent expertise in product management or a relevant domain area
- Strong knowledge of Asset Management business processes affecting client financials and coverage across the sales lifecycle
- Demonstrated product ownership in cross-functional teams spanning business, engineering, data, and controls
- Experience translating processes into clear requirements and measurable outcomes
- Experience delivering system-to-system integrations and managing dependencies across multiple upstream teams, including HR and hierarchy sources
- Track record improving data quality through controls, reconciliation, monitoring, and structured issue management through resolution
- Ability to write problem statements, scope, user stories, and acceptance criteria
- Ability to drive delivery through UAT and rollout
- Strong stakeholder management and communication skills
- Comfort presenting decisions, trade-offs, and progress to senior leaders
- Prior experience working in a highly matrixed, complex organization
- Salesforce delivery experience in a complex, regulated environment
- Familiarity with financial reference data, identifiers, hierarchies, and data governance, including ownership, stewardship, and lineage
- Experience designing or operating coverage models and hierarchy-driven reporting for Sales and Finance audiences
- Experience operating production support routines for data products, including SLAs, runbooks, and incident or problem management
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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