The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P. Morgan Securities and You Invest – our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.
The Digital & Client Solutions team, reporting to the U.S. Wealth Management CEO, develops industry-leading solutions that enable wealth management clients to live their lives with financial confidence through connected experiences. The team is charged with creating a fully integrated, elegant and seamless end-to-end experience for clients across the Aspiring Affluent, Established, and High Net Worth client segments. We build the strategic vision and lead the development of product and solutions, including online brokerage and advice, digital solutions, lending and retirement products and best-in-class experiences for all clients. Our strategy is to create solutions that deepen client engagement, increase scale and profitability, attract new clients and drive productivity.
Becoming a Client Product Owner Team will re-imagine the full-life cycle of onboarding a client (becoming a client), work to enhance the experience for clients and advisors, and streamline and increase operational efficiencies. As a Product Owner, you will define the product vision, goals and objectives, requirements, and prioritizes delivery in order to maximize the business value of the investment.
The desired candidate will partner closely with Design, Operations, Technology and Business stakeholders on taking a feature or product through the entire product management lifecycle. They will lead a team to deliver robust feature sets to clients, advisors, and operations, and have a management style that fosters teamwork and collaboration.
Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding analytical and research skills. In addition to being a seasoned, well trained professional, the successful candidate will be a strategic thinker with the ability to inspire confidence from, and to collaborate closely with technology leaders and internal stakeholders.
* Understand client and user needs. Invests in a deep understanding of the business opportunity, client needs and competitive landscape to inform which initiatives and features to pursue. Participates in user research to uncover customer needs, and uses personas to inform feature definition so that it is relevant and useful.
* Defines strategy, operating model, and roadmap to achieve vision and business goals. Owns and drives a product roadmap to meet business goals and provide a world-class customer experience. Partners with developers and UX designers to deliver intuitive, differentiated user experience and validate design through user testing. Prioritizes and defines each feature to meet client and business goals, while also meeting control requirements.
* Leads the product development lifecycle by documenting requirements, ensuring sprint inputs (eg. design and requirements) and outputs (eg. tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partner with Technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response.
* Establish approach to pilot/rollout new capabilities, including objective/scope, population selection, communication, training/support, feedback/metrics. Work with Business to determine the right communication method for launch (e.g., morning call, email, Connect alert, etc.) and work with business to craft messaging. Post implementation review against business case.
Embody true “customer-obsession” in identifying and leveraging user data, behavioral analytics, and key performance metrics, industry trends, and varying forms of customer and advisor feedback to shape our design and roadmap.
Develop and maintain deep relationships with delivery partners across including senior leaders in the Business, Technology, Design, Operations, Servicing, Digital and control functions across lines of business.
5+ years of experience in financial services, preferably with experience in wealth management, asset management, digital banking, or a closely related business leading strategic or transformational change.
Experience building a strategy and roadmap across a large, diverse, global organization.
Experience managing product delivery across multiple workstreams with varying timelines, priorities and complexities , ultimately launching new / enhanced product to market
Ability to prioritize projects, say ‘no’ when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals.
Proven ability to execute via successful internal partnerships with other organizations.
Influence peers with diverse points of view and build consensus.
Excellent leadership skills – of product, programs, projects, teams and employees – with demonstrated track record for attracting and retaining top talent.
Structured thinker, effective communicator with excellent written communication skills.
Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.
Highly self-motivated and ability to remain calm under intense pressure.
Strong understanding of different technological development methodologies (e.g., Agile, Waterfall) and design techniques with ability to successfully lead regardless of approach.Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans