Wealth Management, Product Owner - Due Diligence, Vice President

Posted 4 Hours Ago
Be an Early Applicant
2 Locations
Hybrid
Expert/Leader
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Owns the vision, roadmap, objectives, and value delivery for due diligence applications supporting Wealth Management teams. Leads product strategy, prioritization, sprint planning, stakeholder alignment, user feedback analysis, testing, implementation, and platform migration. Partners cross-functionally with technology, design, operations, legal, risk, compliance, and business teams. Serves as a subject matter expert while managing complex initiatives, budgets, product backlogs, and senior stakeholder relationships.
Summary Generated by Built In

Within J.P. Morgan Wealth Management, Wealth Management Solutions (“Solutions”) serves the entire wealth spectrum, from affluent clients in Chase branches to deca-billionaires in our ~50 Private Bank offices globally. Our extensive product platform spans investments, lending, banking, mortgages, trusts & estates, insurance, and retirement. Our team of more than 1,200 professionals spans 20 cities globally. These dedicated teams of experts have extensive industry experience, and leverage global economic and market insights to formulate broad strategic views and provide integrated solutions and advice through a private client lens. 

Primary Function:

The Area Product Owner within the Due Diligence Product Team will be a member of the Multi-Asset and Portfolio Solutions team within Wealth Management Investment Solutions. The primary function of this role is to drive the internal and external applications comprising the Due Diligence Toolkit with support of a team, own the vision for the applications, fully migrate to the Product Owner Model, and support the prioritized needs of the Due Diligence Teams.

Job Responsibilities:

Area Product Owners are business leads for a particular area, scrum team within the product who directly engage with various partners e.g. business sponsors, technology, operations, legal, risk, compliance etc. They are accountable for the overall health and value delivered for the product.  As Due Diligence Platform Area Product Owner, the role is responsible for the product’s objectives, roadmaps, and key performance indicators across the Due Diligence Teams. Detailed responsibility includes:

  • Planning and executing larger scale projects or business initiatives independently along-side the Product Owner
  • Largely sets strategy, drives product level strategic & tactical decisions
  • Analyzes feedback from end users and other product partners on platform improvement opportunities
  • Supports defining product level Objectives and Key Results with participation of Product Owners; including prioritization of work and product sprint planning
  • Sets day-to-day priorities for Product team as Subject Matter Expert (SME) and continuously works with Technology, Designers, and Business Users; engages with broader business groups, e.g. Risk, Controls, Strategic Partnerships, etc. to ensure business vision alignment and drive progress and outcomes

Required Qualifications, Capabilities and Skills:

  • 10 years of direct experience as a senior business person, program manager, or technology platform owner in a complex organization that has brought new portfolio management solutions to market
  • Solid understanding of Portfolio Management and or Due Diligence Tools
  • Direct asset and wealth management experience, preferably in multi-asset environment with broad experience covering equity, fixed income markets, commodity and currency; Working knowledge of fund of funds business and a variety of investment products including mutual funds, ETFs, hedge funds, structured products, etc.
  • Proven ability to manage a large book of work with budgeting and financial skills, parse complex technology/delivery details to make them understandable to a wide audience, and drive concepts to execution; strong written and verbal communication skills to thrive on a global team
  • Deep understanding of agile development practices to juggle priorities in a highly dynamic cross-functional collaboration during scoping, design, implementation, and rollout
  • Write stories for the development team, performs and facilitates testing, manages implementation
  • Understand product priorities and align backlog of work for developing value in increments
  • Communicates with senior leaders and other key stakeholders and effectively builds relationships across the organization
  • Highly motivated, results-oriented, client-focused with strong leadership, interpersonal, & relationship management skills, and self-motivated
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 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

  • 10 years of direct experience as a senior business professional, program manager, or technology platform owner in a complex organization that has brought portfolio management solutions to market
  • Solid understanding of portfolio management and due diligence tools
  • Direct asset and wealth management experience, preferably in a multi-asset environment
  • Broad experience covering equity, fixed income, commodity, and currency markets
  • Working knowledge of fund of funds and investment products including mutual funds, ETFs, hedge funds, and structured products
  • Ability to manage a large book of work with budgeting and financial skills
  • Ability to understand complex technology and delivery details and communicate them to a wide audience
  • Strong written and verbal communication skills
  • Deep understanding of agile development practices
  • Experience writing development stories, facilitating testing, and managing implementation
  • Understanding of product priorities, backlog management, and incremental value delivery
  • Ability to communicate with senior leaders and build relationships across the organization
  • Strong leadership, interpersonal, relationship management, client-focus, and self-motivation skills

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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