Product Director – Finance Data & Insights

JPMorganChase•Jersey City, NJ

About The Position

The Product Director leads product strategy and execution for the Wealth Management line of business’ finance data and reporting ecosystem within the Consumer & Community Banking Finance Data & Insights Team. The role owns delivery of monthly internal, external, and regulatory financial results and drives modernization through automation, establishing an operating model for high-quality analytics and stakeholder support. The Finance Data & Insights Team is an agile product team responsible for developing, producing, and transforming financial data and reporting across Consumer & Community Banking. The role leads end-to-end prioritization and execution across product, data, and technology teams; ensures Finance Data Mart data domains meet governance, control, and scalability expectations; and partners with Chief Financial Officer organizations and Wealth Management Field leadership to support consistent reporting delivery and user adoption. The position also provides strategic and execution leadership for reporting, data quality, controls, and stakeholder engagement while fostering innovation and continuous improvement.

Requirements

  • At least 8 years of experience or equivalent expertise delivering products, projects, or technology applications.
  • Extensive knowledge of the product development life cycle, technical design, and data analytics.
  • Proven ability to influence adoption of product life cycle activities, including discovery, ideation, strategic development, requirements definition, and value management.
  • Experience driving organizational change and managing stakeholders across multiple functions.
  • Demonstrated ability to lead cross-functional delivery across Finance, Technology, and Data teams with strong execution rigor and risk management.
  • Excellent written and verbal communication skills, including the ability to influence senior leaders and diverse stakeholder groups.
  • Experience designing and operating data quality, reconciliation, validation, and reporting controls in regulated environments.
  • Proficiency with Microsoft Office, primarily Excel, and ability to structure executive-ready narratives from analysis.
  • Experience with relational databases and optimizing SQL to pull and summarize large datasets for reports and ad hoc analyses.
  • Knowledge of data management concepts, including data lineage, metadata, data dictionaries, and discoverability.
  • Strong analytical and problem-solving ability, including the capacity to interpret unstructured data and communicate limitations clearly.

Nice To Haves

  • Recognized thought leader within a related field.
  • Bachelor’s degree in Management Information Systems, Computer Science, Finance, Accounting, or a related field, or equivalent relevant experience.
  • Experience with analytics, data wrangling, and self-service business intelligence tools such as Alteryx, ThoughtSpot, SAS, or Python.
  • Experience with cloud data warehouse platforms such as AWS, Databricks, or Snowflake.
  • Experience building analytics delivery operating models, including intake, prioritization, service levels, training, and adoption metrics.
  • Demonstrated impact saving time and increasing insight generation through scalable data, dashboards, and new capabilities.
  • Track record delivering process improvement and automation that reduces manual workflows.

Responsibilities

  • Oversee the product roadmap, vision, development, execution, risk management, and business growth targets.
  • Lead the product life cycle through planning, execution, and future development, adapting methodologies, managing risks, and achieving business targets related to cost, features, reusability, and reliability.
  • Coach and mentor the product team on product development and delivery practices, including solution generation, market research, storyboarding, mind-mapping, prototyping, and adoption strategies.
  • Own product performance and invest in enhancements to achieve business objectives.
  • Monitor market trends, conduct competitive analysis, and identify opportunities for product differentiation.
  • Set the strategy and execution roadmap to modernize the Wealth Management finance data environment for analytical, operational, and regulatory needs.
  • Oversee Flows and Flows-related compensation reporting, including governance, controls, delivery cadence, and stakeholder alignment.
  • Establish and run an ad hoc support operating model focused on user experience and continuous improvement.
  • Partner with Chief Financial Officer teams and senior stakeholders to align priorities, manage tradeoffs, and provide transparency on delivery status, risks, and dependencies.
  • Partner with Technology to design, build, and deliver data domains into the Finance Data Mart, ensuring scalable architecture, discoverability, and fit-for-purpose data.
  • Serve as a senior subject matter expert and escalation point across user acceptance testing and production readiness, ensuring deployments meet business requirements and expected results.
  • Ensure Finance Data Mart data domains meet governance, control, and scalability expectations and build partnerships that support consistent reporting delivery and user adoption.
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