Senior Associate Product, J.P. Morgan Wealth Management Performance Statement and Tax: Addepar Product AssociateThe JPMorgan Wealth Management Solutions & Advice Performance Statements and Tax reporting team defines and executes on the strategy for 3 client facing reporting products that impact all 5+ million investment account holders and drives a budget of approximately 12 million dollars annually spread across 5 distinct technology teams covering 10 scrum teams.As the Addepar Product Associate you will focus on the Addepar portfolio reporting vendor product by supporting the product owner to develop an offering solution for the selected Wealth Advisor and client segment. You will drive vendor on-boarding, oversight, product management functions, including training, onboarding, and maintenance.The product associate will: partner with key channel leads and product end users to ensure the Addepar offering meets the needs of the targeted client segment and is in alignment with the business strategy; serve as the product subject matter expert and key escalation point for training and inquiry resolution; partner with legal, risk, compliance, and controls to ensure the product is delivered to advisors and clients within the current reporting standards.Job Responsibilities
Partner with key channel leads and product end-users to ensure the Addepar offering meets the needs of the targeted client segment and is in alignment with the business strategy
Serve as the product subject matter expert and key escalation point for training and inquiry resolution
Partner with Legal, Risk, Compliance, and Controls to ensure the product is delivered to advisors and clients within the current reporting standards
Create and/or maintain training documents, user guides, and other such materials for user reference and training
Create requirements based on user feedback to enhance the Addepar experience
Test new and existing features of the product to ensure adherence to the standards of JPM, reporting or otherwise
Required Qualifications, Capabilities, and Skills
Bachelor's degree, or equivalent
3+ years of work in the financial sector
Ability to deliver amidst continuous change and in an agile work environment
Ability to effectively communicate with stakeholders at various levels
Strong understanding of product management/development with a focus of our clients in mind
Strong organizational and time management skills
Preferred Qualifications, Capabilities, and Skills
Familiarity with the Addepar product itself
Ability to create a vision and actionable roadmap with a focus on ongoing innovation
Ability to effectively maximize delivery of business goals
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 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.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.Equal Opportunity Employer/Disability/VeteransBase Pay/SalaryNew York,NY $99,750.00 - $150,000.00 / year; Jersey City,NJ $99,750.00 - $150,000.00 / year
