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

JPMorgan Chase & Co. • Jersey City, NJ

22d • $122,550 - $201,000

About The Position

This role is for a Trading & Implementation Product Owner for Managed Investments, acting on behalf of business, operations, and clients to drive strategic platform initiatives. It offers a unique opportunity to engage with the strategic transformation of managed investment platforms across multiple lines of business, with exposure to both International and US markets. The role involves integrating AI into the daily craft of product ownership to accelerate requirement articulation, decision documentation, and stakeholder briefings at the scale required for this transformation. The goal is to shape the future of wealth management advisory solutions and make a meaningful impact on advisors and their clients.

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, with 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, with experience in JIRA.
• Ability to leverage data and analytics to drive product decisions and improvements.
• Experience using AI tools to accelerate product management workflows — including requirements documentation, discovery analysis, backlog management, and stakeholder communication — is highly desirable.

Responsibilities

• Drive vision, strategy, op model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions.
• Manage discovery efforts to uncover solutions; integrate into product roadmap.
• Create business requirements that capture functional, design, and control/regulatory features in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams.
• 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)
• Owns, maintains, and develops 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 such as cost, feature and functionality, risk posture, and 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.
• Be the main decision maker determining trade-offs based on known considerations.
• Transforming 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 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.

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

What This Job Offers

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