Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Owner - Vice President

JPMorganChase • Jersey City, NJ

22d

About The Position

Wealth Management Solutions is seeking a Product Owner for Managed Investments, specifically within the ConnectWealth Managed Investments Trading & Implementation team. This role is crucial for shaping the future of product innovation, driving customer value, guiding successful launches, and integrating AI into product ownership practices. The Product Owner will act on behalf of business, operations, and clients to drive strategic platform initiatives, engaging with the transformation of managed investment platforms across multiple lines of business, with exposure to both International and US markets. The team is committed to building a world-class, modern wealth platform for advisors to use across the U.S. Private Bank and U.S. Wealth channels to deepen client relationships and deliver the firm's breadth of services. This role will define the strategy and capability of ConnectWealth across its Portfolio Construction, Trading, and Implementation products, partnering closely with Technology and Digital teams, as well as Business Leaders, Investors/Advisors, Portfolio Managers, Middle Office/Operations, Risk, Legal, and Compliance. The goal is to transform the operating model and platform to support over $500Bn in assets, eliminate legacy applications, and launch the new ConnectWealth product set. This is a top priority, transformative program with strong senior leadership support.

Requirements

• 4+ years of experience in product management, preferably within wealth management or financial services.
• Proven track record of successfully managing product life cycles, from ideation to delivery.
• Strong strategic vision and execution capability.
• Excellent communication skills.
• Ability to lead and mentor cross-functional teams, fostering a collaborative and innovative work environment.
• Strong issue resolution and problem-solving abilities.
• Proficiency in Excel and PowerPoint.
• Experience in JIRA.
• Ability to leverage data and analytics to drive product decisions and improvements.
• Experience using AI tools to accelerate product management workflows (requirements documentation, discovery analysis, backlog management, stakeholder communication) is highly desirable.

Responsibilities

• Drive vision, strategy, operating model, requirements, and development of 'next gen' portfolio implementation and trade flow platforms for new managed account (UMA) products across advisory & discretionary channels in the US and eventually international regions.
• Manage discovery efforts to uncover solutions and integrate them into the product roadmap.
• Create business requirements capturing functional, design, and control/regulatory features in collaboration with stakeholders (business management, design, technology, operations, legal, compliance).
• Document verifiable requirements using AI (e.g., Cline/Claude) and Epic/Story format using JIRA.
• Lead story refinement and grooming sessions with technology partners and business (including via AI generated Pull Requests in bitbucket / Claude).
• Own, maintain, and develop a product backlog that enables development to support the overall strategic roadmap and value proposition.
• Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases.
• Support and participate in the design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and timely delivery.
• Build the framework and track the product's key success metrics (cost, feature/functionality, risk posture, reliability).
• Apply AI to scale requirements articulation, discovery, and backlog refinement without compromising quality, compliance, or regulatory rigor.
• Define and execute the product strategy for Wealth Management's platform, ensuring alignment with overall program goals and OKRs.
• Drive innovation and continuous improvement to enhance platform capabilities.
• Act as the main decision-maker determining trade-offs based on known considerations.
• Transform the operating model and platform to support substantial assets while eliminating legacy systems.
• Lead the use of AI across strategy formulation, operating model design, and continuous platform improvement.
• Collaborate with executive leadership, steering committees, and cross-functional teams to align business and technology objectives.
• Manage stakeholder relationships and influence strategic decisions to support product development and delivery.
• Demonstrate team spirit and strong collaboration skills across functions and LOBs.
• Use AI to scale briefings, status updates, and decision documents for executive leadership and steering committees.
• Oversee the delivery of product features and enhancements, ensuring quality and compliance across integrated systems.
• Lead risk management and governance initiatives to ensure the platform meets regulatory and business requirements.
• Partner with Product Delivery to ensure timely delivery across the end-to-end project lifecycle.
• Use AI to maintain traceability across requirements, decisions, and delivery artifacts, surfacing quality, compliance, or governance gaps early in the lifecycle.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed