What are the responsibilities and job description for the J.P. Morgan Wealth Management - Executive Director, WM Banking Product Owner position at JPMorgan Chase?
Within JPMorgan Wealth Management, the WM Banking Product Team shapes and delivers a client-first banking product strategy for wealth management clients across every key distribution channel. Partnering closely with Chase Consumer Bank (CCB) and the U.S. Private Bank (USPB), this role amplifies the voice of the client and champions features and a delivery model tailored to high net worth needs. Blending product, stakeholder, and project leadership with deep technical fluency, the Product Owner designs advisor and client journeys that provide seamless access to a strong, competitive platform that helps clients progress toward their financial goals. The role also leads day-to-day product stewardship—issue resolution, backlog prioritization, and ongoing maintenance—ensuring product health, resilience, and competitiveness in step with industry peers.
As the Executive Director, Wealth Management Banking Product Owner within J.P. Morgan Wealth Management, you will be responsible for defining and fulfilling the bank product strategy for wealth management clients across multiple distribution channels, partnering closely with our Chase Consumer Bank and US Private Bank product and platform owners to represent the voice of the client and advocating for the product features and delivery model that is suitable to their high net worth needs.
Job Responsibilities
- Become a trusted, active, and highly visible member of the CCB and USPB product ecosystem by developing deep partnerships with both Firmwide Core Deposits Platform team and Deposit Area Product Groups and representing the wealth management client experience in shared forums
- Demonstrate deep bank product expertise, backed by intimate knowledge of the wealth management client and Advisor needs, to advocate and articulate both business and technical Product specifications, including build-in technologies and features to the firmwide platform
- Set and manage Advisor and client expectations and day to day interaction; lead project planning, weekly meetings, and presentations as needed. Serve as a liaison with other product owners across lines of business and across product structures to ensure goals and requirements are communicated and understood by stakeholders.
- Collaborate with development teams to ensure delivery of solutions from research through release, inclusive of testing and communications
- Strategize and define Product features, identify any potential issues, and advise on potential solutions
- Manage bank product team who will support day to day engagement with Deposit Area Product Groups; provide input on requirements, user stories and affluent-specific end to end testing
- Drive field readiness inclusive of training, communications, pilot and full rollout scheduling in partnership with J.P. Morgan Wealth Management sales and training teams
Manage a pipeline of new product development ideas
Required qualifications, skills, and capabilities
- Bachelor’s degree required
- 12 years of financial services product or project management experience
- Superior project management, problem-solving and time management skills. Ability to perform well in a deadline-driven, fast-paced environment
- Ability to lead multi-stakeholder projects or work streams end to end
- Superior communication skills; ability to speak comfortably and effectively to large groups of clients and constituents
- Ability to actively work within a team environment while driving accountability for personal goals
- Advanced analytical skills, including financial analysis
Knowledge of competitor landscape
- Manage, develop, and career path junior team talent
- Advanced Microsoft Office skills including Excel and PowerPoint
- Exceptional interpersonal skills – ability to advocate, influence, cultivate and build strong relationships
- Independent, personable, proactive learner and listener
Preferred qualifications, skills, and capabilities
- Experience with Agile Framework and tools such as Jira and Confluence preferred
- Banking experience strongly preferred
To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).