JPMorgan Wealth Management - Workplace Channel Activation Product Lead-Executive Director

JPMorgan Chase & Co. • New York, NY

11d • $166,250 - $260,000

About The Position

J.P. Morgan Wealth Management is seeking an Executive Director for its Acquisitions & Workplace Strategies team. The role designs and implements B2B2C client acquisition and asset-gathering strategies through employer benefits programs, including workplace products such as equity compensation, retirement, banking, and financial wellness. The successful candidate will lead enterprise transformation, build new experiences and capabilities, and reengineer established processes and technology to deliver services through workplace channels.

The role combines wealth-management expertise, business development, and product management. It involves defining strategic roadmaps, shaping user journeys and product requirements, coordinating across stakeholders and lines of business, and delivering initiatives from planning through national rollout. The position also establishes executive decision-making forums, leads change and governance activities, analyzes market and user insights, and develops high-performing teams.

Requirements

• 12+ years of experience and deep expertise in wealth management/investments and the broker-dealer regulatory landscape.
• Proven product management experience, including defining roadmaps, writing requirements, mapping business processes and user journeys, prototyping, prioritizing backlogs, managing complex dependencies, and driving agile delivery.
• Knowledge of advisor and banker workflows, CRM platforms such as Salesforce, BI/analytics tools such as Tableau, and automation technologies.
• Ability to influence and communicate with C-suite and senior stakeholders, simplify complexity, and translate concepts and solutions into business value.
• Exceptional communication skills and leadership presence, with the ability to navigate complex organizations and build consensus among stakeholders with diverse opinions.
• Experience building and developing high-performing teams.
• Self-motivated, structured problem solver who can translate ambiguity into tangible action plans.
• Ability to thrive in a dynamic, fast-paced environment.
• Detail-oriented, fact- and number-based approach, with excellent written documentation discipline.
• Bachelor’s degree required.
• Experience with JIRA, Confluence, and AI tools for agile delivery.

Nice To Haves

• MBA preferred.

Responsibilities

• Define and execute a multi-year roadmap for client acquisition and deepening capabilities across existing and emerging workplace products.
• Lead business analysis, user journey design, and requirements definition across products, stakeholders, and lines of business.
• Collaborate with and influence cross-functional teams to define solutions, remove obstacles, manage dependencies, and deliver high-impact user experiences.
• Establish and lead executive leadership forums for prioritization, decision-making, alignment, and risk assessment.
• Analyze data, market trends, user behavior, and emerging technologies to identify insights and opportunities for continuous improvement.
• Lead change-management efforts, including legal, regulatory, and control assessments, communications, and governance activities.
• Drive go-to-market activities, including testing, pilots, national rollouts, training, and reporting on outcomes.
• Build, develop, and lead high-performing teams, fostering collaboration and relationships across teams and lines of business.

Benefits

• Competitive total rewards package, including base salary based on role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive