Product Manager – Vice President ConnectWealth

Posted 3 Days Ago
Be an Early Applicant
Mumbai, Maharashtra, IND
Hybrid
Expert/Leader
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Leads a global team of Product Managers delivering ConnectWealth and mandates platform enhancements. Owns advisor research, requirements, Agile backlog management, stakeholder alignment, UAT oversight, regulatory readiness, risk escalation, operational support, and roadmap prioritization using platform and operational data.
Summary Generated by Built In

Lead a team of Product Managers and drive the ConnectWealth related enhancements and buildouts across regions including mandates platform enhancements 

As a Product Owner, Vice President in the ConnectWealth Product team, you will design and deliver strategic solutions for a platform managing over $640 billion in AUM across 900,000 accounts. You will partner with stakeholders to develop and prioritize business requirements within an Agile framework, ensuring seamless delivery of innovative capabilities. You will also navigate regulatory complexity, drive operational readiness, and lead cross-functional collaboration to solve high-impact challenges under tight deadlines.

Job Responsibilities

  • Gather Advisor needs via user research and journey mapping to identify high-value platform features.
  • Develop business requirements in partnership with Portfolio Management, Technology, Operations, and Product Development teams.
  • Document requirements in Epic/Story format within JIRA, ensuring clarity and strategic alignment.
  • Lead story refinement and grooming sessions with Technology partners to align on scope and acceptance criteria.
  • Partner with the UAT team to condition acceptance criteria and provide product oversight during testing.
  • Manage stakeholder updates across APAC, EMEA, and US on enhancement status, timelines, and milestones.
  • Escalate risks and issues promptly through formal governance channels, addressing control and scope impacts.
  • Support Advisors day-to-day by resolving platform queries and issues on a prioritized basis.
  • Collaborate with Business Management, Compliance, and control functions to ensure regulatory and operational alignment.
  • Drive mandates platform enhancements as part of the firm's strategic ConnectWealth initiative.
  • Analyze platform usage and operational data to identify trends and inform roadmap prioritization.

Required qualifications, capabilities, and skills

  • Hold a Master's or Post-Graduate degree with 10+ years in financial services, including 5+ years leading 5-10 member teams in wealth management.
  • Demonstrate proven product management expertise for large-scale business and technology initiatives.
  • Think analytically and innovatively, fostering teamwork and collaboration across global, cross-functional teams.
  • Manage stakeholders effectively across functional groups and regions with strong influencing skills.
  • Communicate clearly and concisely at all organizational levels with strong verbal and written skills.
  • Demonstrate accountability and adaptability in a dynamic environment requiring creative problem-solving and attention to detail.
  • Build and sustain effective internal partnerships across Technology, Operations, Compliance, and Business Management.

Preferred qualifications, capabilities, and skills

  • Apply experience with scripting languages such as SAS and Python for product analytics and process optimization.
  • Leverage hands-on experience with digital transformation and fintech integration in Wealth Management.
  • Utilize data analytics tools and methodologies to drive evidence-based product decisions.
  • Explore emerging technologies in finance to enhance platform capabilities and Advisor experiences.
  • Draw on prior collaboration with Sales, Legal, Compliance, Operations, and Technology teams.
  • Navigate the regulatory and operational landscape of international wealth management across regions.
  • Operate proficiently in Agile tools including JIRA-based backlog management and sprint planning.

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 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.

About the TeamJ.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

  • Master's or post-graduate degree
  • 10+ years of experience in financial services
  • 5+ years leading teams of 5–10 members in wealth management
  • Proven product management expertise for large-scale business and technology initiatives
  • Strong analytical, innovative, collaboration, stakeholder management, communication, accountability, adaptability, and problem-solving skills
  • Experience building partnerships across Technology, Operations, Compliance, and Business Management
  • Experience with SAS and Python for product analytics and process optimization
  • Experience with digital transformation and fintech integration in wealth management
  • Experience using data analytics tools and methodologies
  • Experience collaborating with Sales, Legal, Compliance, Operations, and Technology teams
  • Knowledge of international wealth management regulatory and operational environments
  • Proficiency with Agile tools, including JIRA backlog management and sprint planning

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.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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