Jobs · Sales · New York

J.P. Morgan Wealth Management - Executive Director - Workplace Reinvestment Lead

hackajob · New York, NY · 1 mo ago
On-siteSalesFull-time

Job Responsibilities

  • Define and execute a multi-year roadmap for client acquisition and deepening capabilities from existing and emerging workplace products, in an accelerated time frame.
  • Lead business analysis, user journey design, and requirements definition across multiple products, stakeholders, and LOBs.
  • Collaborate, influence, and negotiate with cross-functional teams to define solutions to problems, remove obstacles, manage dependencies, and deliver high-impact user experiences.
  • Establish and lead executive leadership forums for prioritization, decision-making, alignment, and risk assessment.
  • Analyze data, market trends, user behavior, and emerging technologies to uncover insights and generate ideas for continuous improvement.
  • Drive change management efforts, including legal, regulatory, and control assessments, communications, and governance activities.
  • Drive go-to-market activities, including testing, pilots, national rollouts, training, and reporting to measure success.
  • Build, develop, and lead high-performing teams, fostering collaboration, teamwork, and strong relationships to manage dependencies across other teams and LOBs.

Required Qualifications, Capabilities, and Skills

  • 12+ years of experience and deep expertise in wealth management/investments and broker-dealer regulatory landscape.
  • Proven product management experience and skills: defining roadmaps, writing requirements, mapping business processes and user journeys, prototyping, prioritizing backlogs, managing complex dependencies, and driving agile delivery (JIRA, Confluence, AI tools).
  • Strong knowledge of advisor & banker workflows, CRM platforms (Salesforce), BI/analytics tools (Tableau), and automation technologies.
  • Demonstrated ability to influence and communicate with C-suite/senior stakeholders, simplifying complexity, and translating concepts and solutions into business value.
  • Exceptional communicator with strong leadership presence, skilled at navigating complex organizations and building consensus among stakeholders with diverse opinions.
  • Experience building and developing high-performing teams.
  • Highest level of self-motivation, structured thinker and problem solver, and effective in translating ambiguity into tangible action plans.
  • Thrives at operating in a dynamic, fast-paced environment.
  • Detailed oriented facts and number based leader with excellent written documentation discipline.
  • Bachelor's degree required;

Preferred Qualifications, Capabilities, and Skills

  • MBA preferred.

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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