Join this exciting team that oversees the client and advisor experienceThe Advisor Platform and Experiences (APEx) is an organization that oversees the advisor experience across advisor client service platforms. The APEx performs a critical role with key partners and stakeholders to equip the J.P. Morgan Wealth Management (JPMWM) advisors and service teams with the needed capabilities to provide a first class experience.Job SummaryThe Advisor Central (CRM) Product Manager role will be part of the Advisor Platform and Experiences organization . You will partner with various business stakeholders and will drive the realization of each initiative to enhance the advisor desktop experience. You will also partner with various organizations within the firm to ensure initiatives are implemented and requirements are met.Job responsibilities
Partner across the U.S. Wealth Management organization to build features of our multi-year roadmap that includes variations of job families in the advisor and client service space
Lead and define the advisor and client service desktop requirements with focus on building the new enhancements that simplify and enhance various workflows. Responsibilities include development of user research, creating user stories, working with design team through design process, collaborating with tech team in an Agile process, piloting and broad rollout
Effectively help teams meet robust set of delivery milestones. Understand and alleviate risks, bottlenecks, and inefficiencies in product development lifecycle. Strive to maximize impact for customers/advisors while operating within practical reality of various internal constraints
Develop processes to ensure: (a) tracking work streams and initiatives, (b) KPI's are agreed, measured and tracked, (c) proper prioritization and sequencing of key deliverables, (d) risks are addressed and status measured, and (e) deliveries are successful
Develop and maintain relationships with delivery partners across including members in the Business, Technology, Design, Operations, Servicing, Digital Wealth Management, and Control functions
Understand and articulate the Advisor and Service desktop vision, strategy, and product roadmap with all partners.
Embody true lean product management fundamentals in identifying and leveraging user data, industry trends, and varying forms of customer and advisor feedback to shape our design and roadmap
Required qualifications, capabilities, and skills
Bachelor's Degree
5+ years of experience in financial services, preferably with experience in wealth management, financial planning, asset management, digital banking, or a closely related business managing strategic or transformational change
5+ years of experience with Salesforce ecosystem and related products - Sales, Service, Financial Services Cloud, CRM Analytics, and/or Marketing Cloud, Lightning Scheduler, etc.
3+ years of experience working within an Agile development framework; JIRA experience required
Experience developing and managing strategy and roadmap across a large, diverse, global organization
Experience managing product delivery across multiple work streams with varying timelines, priorities and complexities, ultimately launching new / enhanced product to market
Ability to prioritize projects, say 'no' when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals
Preferred qualifications, capabilities, and skills
Proven ability to execute via successful internal partnerships with other organizations. Influence peers with diverse points of view and build consensus
Ability to independently manage work modules and problem solve without taking significant guidance from senior management. Demonstrates leadership skills in working with partners and others who may not have a direct reporting line into the group
Structured thinker, effective communicator with excellent written communication skills. Ability to crisply articulate complex technical concepts with poise and confidence
Highly self-motivated and ability to remain calm under intense pressure
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.Equal Opportunity Employer/Disability/VeteransBase Pay/SalaryJersey City,NJ $110,200.00 - $160,000.00 / year
