J.P. Morgan Wealth Management - Vice President, Lending Solutions Project Manager

Build products that help advisors and clients access lending solutions with confidence, backed by a strong control framework and modern delivery practices. The J.P. Morgan Wealth Management (USWM) business focuses on helping investors achieve their long-term financial goals and includes Chase wealth management, J.P. Morgan Advisors, Personal Advisors, and Self-Directed — our digital investing platform. The combined business manages ~$600 billion in Assets Under Management with ~5,000 advisors across 3,500 branches and 20 offices.

Responsibilities

• Partner with technology teams and business stakeholders to bring product vision to life
• Contribute to end-to-end product roadmap initiatives that enhance advisor and client lending experiences
• Define, write, and manage product requirements; coordinate workstreams and maintain documentation in JIRA/Confluence
• Provide clear presentations and regular communications to working groups, control partners, and senior stakeholders as needed
• Develop and drive proactive solutions to improve the lending control framework through automation and procedures
• Support product knowledge development and operating model expansion for financial advisors, self-directed clients, and support staff
• Gather and evaluate client and advisor feedback to inform roadmap decisions and prioritization
• Stay informed on industry trends, regulations, and market events related to margin trading and lending solutions
• Build strong relationships across business, legal, risk, compliance, finance, marketing, and technology partners

Requirements

• 3+ years of experience supporting one or more wealth lending solutions
• Working knowledge of Agile product development frameworks and practices
• Strong project management skills, including requirements writing and cross-workstream coordination
• Strong written and verbal communication skills, including the ability to present updates to diverse audiences
• Proven ability to collaborate across multiple lines of business within J.P. Morgan
• High attention to detail with the ability to deliver tasks on or ahead of deadlines in a fast-paced environment
• Bachelor's degree required

Preferred Qualifications

• Fundamental understanding of Wealth Management services, client types, and products/solutions
• Experience with lending delivered via both bank and broker-dealer models
• Experience strengthening control frameworks through process design and automation
• Familiarity with margin trading trends, regulations, and related market events

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

We offer a competitive total rewards package including base salary, commission-based pay, discretionary incentive compensation (cash and/or forfeitable equity), and a range of benefits and programs based on eligibility.

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. The Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales, deposit growth, and digital solutions while ranking first in customer satisfaction.