Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Owner - Vice President

Job Responsibilities

• Drive vision, strategy, operational model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions.
• Manage discovery efforts to uncover solutions; integrate into product roadmap.
• Create business requirements that capture functional, design, and control/regulatory features in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams.
• Document verifiable requirements using AI (e.g. Cline/Claude) and Epic/Story format using JIRA.
• Lead story refinement and grooming sessions with technology partners and business (including via AI generated Pull Requests in bitbucket / Claude).
• Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition.
• Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases.
• Support and participate in the design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and timely delivery.
• Apply AI to scale requirements articulation, discovery, and backlog refinement — without compromising quality, compliance, or regulatory rigor.
• Define and execute the product strategy for Wealth Management's platform, ensuring alignment with overall program goals and OKRs.
• Drive innovation and continuous improvement to enhance platform capabilities.
• Transform the operating model and platform to support substantial assets while eliminating legacy systems.
• Lead the use of AI across strategy formulation, operating model design, and continuous platform improvement.
• Collaborate with executive leadership, steering committees, and cross-functional teams to align business and technology objectives.
• Manage stakeholder relationships and influence strategic decisions to support product development and delivery.
• Demonstrate team spirit and strong collaboration skills across functions and LOBs.
• Use AI to scale briefings, status updates, and decision documents for executive leadership and steering committees.

Required Qualifications, Skills And Capabilities

• Product Management Experience: 4+ years of experience in product management, preferably within wealth management or financial services.
• Proven track record of successfully managing product life cycles, from ideation to delivery.
• Strong strategic vision and execution capability, with excellent communication skills.
• Ability to lead and mentor cross-functional teams, fostering a collaborative and innovative work environment.
• Strong issue resolution and problem-solving abilities.
• Technical Skills: Proficiency in Excel and PowerPoint, with experience in JIRA.
• Experience using AI tools to accelerate product management workflows — including requirements documentation, discovery analysis, backlog management, and stakeholder communication — is highly desirable.

About Us

JPMorgan Chase, 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, 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