J.P. Morgan Wealth Management - Executive Director - Product - Wealth Plan Client Experience
Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future of JPMorganChase's awared-winning, proprietary financial planning customer application (Wealth Plan) with your strategic vision and influence.
Summary:
As a Product Director in Wealth Management, you lead innovation through the development of digital products and customer facing applications and features that delight and customers.
As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.
Job responsibilities:
* Oversees the Financial Planning (Wealth Plan) client experience product roadmap, vision, development, execution, risk management, and business growth targets
* Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth
* Partner with JPMorgan Wealth Management stakeholders, and CCB Digital partners to develop product that meets customer needs, lead go-to-market approach, and drive customer adoption and satisfaction
* Innovative and strategic thinker.
Monitors industry and digital trends, leads competitive analysis, and identifies opportunities for product differentiation in the broader financial service and FinTech space
* Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives
* Owns product performance and is accountable for investing in enhancements to achieve business objectives
Required qualifications, capabilities, and skills:
* 8+ years of experience in financial planning products with client facing digital product experience in financial service industry or FinTech
* Extensive knowledge of the product development life cycle, design, and data analytics
* Proven ability to drive customer adoption of digital products with clear business results
* Financial planning subject matter expertise
Preferred qualifications, capabilities, and skills:
* Recognized thought leader within a related field
* CFP certification preferred
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 ne...
- Rate: Not Specified
- Location: New York, US-NY
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210644147
- Posted: 2025-08-18 08:13:46 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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