Vice President - Managed Investments Enrollment and Client Reporting Product Owner

JPMorganChase • Jersey City, NJ

24d

About The Position

As an Enrollment & Client Reporting Product Owner for Managed Investments, you will act on behalf of the business, operations, and our clients to drive strategic platform initiatives. This role offers a unique opportunity to engage with the strategic transformation of our managed investment platforms across multiple lines of business, with exposure to both International and US markets.

Requirements

• 4-5+ years of experience in the financial services industry, preferably in wealth management or investment organizations.
• Experience in project management, management consulting, and change management supporting large-scale business and technology initiatives.
• Strong issue resolution and problem-solving abilities.
• Proficiency in Agile and Waterfall methodologies, with the ability to adapt to hybrid practices.
• Excellent communication skills, with the ability to provide clear and succinct updates for all organizational levels.
• Ability to build relationships and influence colleagues, technical, and functional partners.
• Strong analytical skills and the ability to synthesize information to reach logical conclusions.
• Demonstrated proficiency with MS Excel, Word, and PowerPoint.
• Ability to work independently, manage tight deadlines, and prioritize work effectively.
• Experience collaborating with multiple teams and coordinating cross-functional initiatives.

Nice To Haves

• Strong documentation skills and attention to detail
• Independent decision-making ability
• Experience with Alteryx, SQL, Tableau, Qliksense

Responsibilities

• Develop business requirements in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams.
• Document business requirements in Epic/Story format using JIRA.
• Lead story refinement and grooming sessions with technology partners.
• 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.
• Maintain a client and customer focus by identifying trends and improving processes on a global basis.
• Manage risk and controls by understanding the regulatory/legal landscape related to investment products and ensuring compliance with established procedures and regulations.

What This Job Offers

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