Role Summary
We are seeking an experienced Product Manager with a strong Controls background to lead AI-enabled product transformation within the Trusts & Estates business. This is an individual contributor (IC) role—who brings awareness to and manages risk in the business. This individual will own product strategy and end-to-end delivery while partnering closely with Controls, Legal/Compliance, Operations, Technology, Data/AI teams, and senior business stakeholders. The successful candidate will modernize and transform Trusts and Estates Controls while embedding robust governance, auditability, and risk management by design.
Key Responsibilities
- Set product vision and strategy for AI transformation in Trusts & Estates Controls.
- Own the roadmap and prioritization, translating business goals, regulatory obligations, and risk appetite into sequenced delivery plans (12–24 months) with clear outcomes and KPIs.
- Lead discovery and define requirements: customer/user journeys, problem statements, use-case intake, value sizing, control impact assessment, and success metrics.
- Embed controls into product design: governance workflows, approvals, audit trails, evidence capture, access controls, data handling requirements, and change management readiness.
- Partner with engineering and data teams to deliver scalable, secure, and observable AI capabilities (e.g., retrieval/search over approved content, workflow automation, decision-support, quality checks).
- Drive stakeholder alignment and decision-making across business, Controls, Compliance, Legal, Risk, Operations, and Technology; manage trade-offs transparently.
- Own delivery execution using agile product practices: epics/user stories, acceptance criteria, release planning, dependency/risk management, and post-release measurement.
- Champion responsible AI adoption: monitoring/feedback loops, human-in-the-loop controls where needed, and clear user guidance to reduce operational and conduct risk.
- Enable adoption and change: training, communications, support readiness, and continuous improvement based on usage and control outcomes.
Required Qualifications
- 8+ years of product management experience (or equivalent experience owning complex platforms/workflows end-to-end).
- Demonstrated experience in a controls-heavy banking environment (e.g., Risk & Controls, Compliance, Audit, Operational Risk, governance, QA).
- Proven track record delivering AI/automation/analytics products in production (not just pilots), with measurable business impact.
- Strong knowledge of regulated process design: documentation standards, audit readiness, approvals, and evidence capture.
- Exceptional stakeholder management and executive communication; ability to influence without authority.
- Strong analytical and strategic skills: value sizing, prioritization frameworks, KPI/OKR design, and data-driven decisioning.
Preferred Qualifications
- Experience in wealth management, private banking, fiduciary, trust administration, or estates domains.
- Experience with operating model design (intake-to-scale, control gates, support model, training).
Core Competencies
- Controls mindset + innovation: balances speed with safety; designs “controls by default,” not bolted on later.
- Strategic product leadership (IC): creates clarity from ambiguity; sets direction and drives execution through others.
- Stakeholder leadership: builds alignment across business, Technology, and second line partners; navigates conflict constructively.
- AI transformation leadership: understands what it takes to productionize AI responsibly (governance, monitoring, adoption, and change).
Success Measures (First 6–12 Months)
- Delivery of prioritized AI-enabled capabilities that reduce cycle time and rework in Trusts & Estates workflows.
- Demonstrable improvements in control effectiveness (e.g., better evidence capture, fewer exceptions, improved QA outcomes).
- Adoption metrics (active users, frequency, task completion) and measurable productivity/quality impact.
- Strong governance posture: audit-ready documentation, clear approvals, and stable operational support model.
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
- 8+ years of product management experience or equivalent experience owning complex platforms or workflows end-to-end
- Experience in a controls-heavy banking environment, such as Risk and Controls, Compliance, Audit, Operational Risk, governance, or quality assurance
- Experience delivering AI, automation, or analytics products in production with measurable business impact
- Strong knowledge of regulated process design, documentation standards, audit readiness, approvals, and evidence capture
- Exceptional stakeholder management and executive communication skills, including influencing without authority
- Strong analytical and strategic skills, including value sizing, prioritization frameworks, KPI/OKR design, and data-driven decision-making
- Experience in wealth management, private banking, fiduciary, trust administration, or estates
- Experience with operating model design, including intake-to-scale, control gates, support models, and training
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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