Executive Director

Full Job Description

Job Description

• The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors, and Self-Directed – our digital investing platform.
• The combined business has ~one trillion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
• The JPMorgan Wealth Management Outsourced Family Office product team defines and executes the strategy for multiple vendor and proprietary performance reporting, aggregation, and portfolio analytics focused on offering a total solution for managing financial, investment, planning, and other comprehensive needs of high net worth families and the advisors who serve them.
• This includes investment client-specific capabilities such as client portfolio aggregation, proposal building, portfolio risk analysis & risk monitoring to support investment management, and coordinated financial management of a family’s entire balance sheet.
• The Outsourced Family Office product organization includes the Aggregation Area Product and the Portfolio Tools Area Product.

Job Responsibilities:

• Own the product’s vision and execute the strategy to achieve it
• Drive the product roadmap and define specific, measurable OKRs for the product
• Collaborate with product director on an ongoing governance model to monitor and communicate progress; proactively identifying and resolving issues
• Manage Area Product Owners aligned to the product
• Build relationships with cross-functional teams, including Business, Front office, Technology, Legal, and Regulatory
• Controls teams to understand paint points and drive solutions
• The Product Owner of Outsourced Family Office overseeing both the Client Performance Aggregation and Portfolio Tools area products will:
• Ensure there is communication, alignment, and coordination across all stakeholders by creating and facilitating project status and executive summaries; communicating effectively with with peers, cross-functional team members, and senior stakeholders
• Lead APOs through formulating OKRs that are measurable and align to the overall big rocks and key business drivers
• Serve as a thought leader who drives multiple strategic, complex, and highly visible programs across LOBs and functions
• Step in as-needed to address escalating issues and take ownership of a remediation plan to ensure on-going consistent production quality
• Create and socialize detailed product updates to represent the product in key community forums such as budget planning, monthly cabinets and business reviews
• Serve as the product subject matter expert for each of the applications within the product.

Required Qualifications, Capabilities, and Skills:

• Minimum of 10 years of experience in the industry, with at least 5 years in product management
• Experience with an integration of multiple external vendors to compliment proprietary offering
• Expertise portfolio reporting and accounting processes with an understanding of complex investment products
• Experience with agile product development and software delivery lifecycle
• Expertise in business requirements writing and communication.
• Effective communicator with excellent written communication skills
• Proven track record of delivery and new product feature creation
• Ability to prioritize projects and efforts according to business need and industry trends
• Familiarity with the business services and offerings associated with Chase
• Ability to influence people at all levels across a broad variety of job functions, including senior leaders and financial advisors
• Demonstrated ability to manage tight delivery timelines and organization under pressure
• Preferred qualifications, capabilities, and skills
• Technical acumen as a product owner is desired.
• FINRA SIE and Series 99 required within 120 days

Pay: $180,500 – $285,000 a year