Wealth Management Solutions - Product Delivery, Vice President

The Annuity and Insurance Product Delivery & Platform Strategy team will drive projects/programs that focus on implementing new product design and bringing products to market on our platform.

The role will drive strategic and continuous improvement initiatives supporting our Annuity and Insurance product organization across JPM Wealth Management.

Responsibilities include analyzing business and operational processes to identify and recommend innovation, efficiencies, and applicability of Artificial intelligence (AI) to drive business results.

The role will partner with business leadership, key business stakeholders, and our third-party U.S.

based insurance carriers and vendors to define, development and manage successful implementation.

The ideal candidate should have a background in Annuity Products, Life Insurance product and/or Managed Product design, proven ability to thrive in fast-paced environments, think strategically, influence without authority, self-starter and able to lead complex projects with a broad scope of stakeholders.

The candidate will manage multiple workstreams simultaneously, encourage a strong collaborative environment and drive projects end-to-end to completion.

The ability to work across business functions (including sales, operations, technology, marketing, legal, risk, compliance) is critical to the role.

Job Responsibilities


* Partner with Product organization in driving and implementing new annuity & life insurance product design through delivery on the sales platform.

Understanding of Annuity & Life products (types, purpose, how they work will be critical)


* Support Product Delivery across Annuities & Insurance products overseeing the end to end lifecycle of product delivery from epic creation, story writing, progress reports, overseeing UAT and reporting off and signing off on readiness.


* Develop and manage initiatives while balancing stakeholder, risk and business impacts.


* Leverage data to understand user behavior, drive decision making and business goals for growth and efficiency.


* Partner with stakeholders to define functional requirements and translating these requirements into Epics, and stories for technology to deliver solutions


* Oversee and coordinate all user acceptance testing for projects and provide report out of testing results, readiness to go/live and facilitation of go/no go decisions.


* Have a keen curiosity about utilizing AI and the ability to leverage Artificial Intelligence solutions to create efficiencies in project management.

Required qualifications, capabilities and skills


* 10+ years of experience in financial services with experience in product design and project/program management.

Subject matter expertise across insurance and/or annuity solutions.


* Effective communicator at all levels in the organization.


* Strong project management experience.


* High attention to detail with a keen focus on advisor experience.


* Sel...