JPMorgan Wealth Management - Workplace Channel Activation Product Lead-Executive Director

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' 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.
• Highly self-motivated, 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.

About Us

J.P. Morgan Wealth Management empowers clients throughout their wealth journey, adapting to their evolving needs with precision and care. We aim to deliver the best advice and service across each of our sales channels, leveraging innovation and deep expertise.

Company Culture

We offer a culture of excellence, opportunities for advancement, and the resources to realize your vision. We are committed to creating engaged, lifelong relationships and putting our customers at the heart of everything we do.

Benefits

We provide a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, including 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.