Job Description
Organization Description:
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank and J.P. Morgan Securities, which serve high net worth and ultra-high net worth clients, and Chase Wealth Management, serving mass affluent and affluent clients.
Job Decription:
Strategy & Transformation Product Manager, Annuities & Insurancewill drive strategic and continuous improvement initiatives for the Annuity and Insurance business across JPM Wealth Management. Responsibilities include analyzing business and operational processes to identify and recommend innovation and efficiencies, as well as designing and managing implantation of end-to-end user experience, product, and platform improvements for the annuity and insurance business. This will entail partnering with business leadership, key business stakeholders, and our third-party U.S.-based insurance carriers and vendors to define, develop, and manage successful implementation of strategic business plans that evolve the life and annuity product and platform experience for our clients and advisors.
The candidate should have proven ability to think strategically and thrive in a fast-paced environment. The candidate will manage multiple workstreams simultaneously, encourage a strong collaborative environment with both internal and external partners, and drive projects end-to-end to completion. The ability to work across line of business and across business functions (including sales, operations, technology, marketing, legal, risk, compliance) is critical to the role. The candidate will be familiar with the financial services industry, have a strong appetite to take on and learn from challenges, and a passion for collaboration to creatively design solutions to complex problems.
Job Responsibilities:
- Facilitate a multi-year transformation strategy with a sharp focus on client and advisor experience to achieve our business goals for growth in the Annuity and Insurance line of business.
- Oversee change management initiatives and development of product and platform, partnering with internal and external stakeholders.
- Oversee creation of user journeys and business requirements. Partner with product and various design colleagues through the discovery process and guide teams to tactical execution of business requirements.
- Set program management discipline to ensure: (a) tracking workstreams and initiatives, (b) create, (c) risks are addressed and status measured, and (e) deliveries are successful.
- Develop and manage initiatives while balancing stakeholder, risk, and business impacts
- Leverage data to understand user behavior, shape user experience, and drive business goals for growth and efficiency.
- Lead change-management discussions with key stakeholders from each line of business (e.g., CWM, JPMS, PB) to recommend and implement program and process enhancement.
Required Qualifications, Capabilities and Skills:
- 10 years of experience in financial services serving in Project Management, Program Management, or Product Management roles. Subject matter expertise across banking, investment, and/or insurance and annuities solutions.
- Structured and strategic thinker.
- Effective communicator with excellent verbal and written communication skills.
- Strong project management and strategic planning experience.
- Ability to prioritize with superior organizational skills .
- High attention to detail with keen focus on client and end-user experience.
- Strong initiative, energy and confidence completing projects independently.
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 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
About the Team
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.
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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