What are the responsibilities and job description for the J.P. Morgan Wealth Management - Vice President, Banking Product Specialist position at JPMorgan Chase?
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As a Vice President, Banking Product Specialist within J.P. Morgan Wealth Management, you will work with various teams to enhance the product, platform, and the advisor/client experience for the Wealth Management Banking product suite. You will strive to ensure that Advisors have access to a strong, competitive platform that delivers a best in class client experience and will partner with key stakeholders to focus on the prioritization and delivery of these key initiatives.
Job Responsibilities
- Run the bank and/or change-the-bank initiatives that will advance and/or harmonize the Banking product experience through partnership with key stakeholders such as Tech Product, Operations, Service, Digital, and desktop teams, as well as Legal, Risk, and Compliance.
- Representing the voice of the Advisor and the Client when developing new technology, product, or platform enhancements
- Drive requirements gathering, definition and documentation to the required levels of quality and specificity including capturing business needs, technical needs, dependencies, testing necessities and approval
- Quantify market opportunities to set prioritization of key deliverables
- Provide general support on key initiatives, including but not limited to process development, project planning , product management, and communications development
- Serve as subject matter expert on product offering, including team representative on firm workstreams and initiatives
- Participate in projects related to productivity improvements, compliance, and other matters as needed
- Liaise across the firm as appropriate, establishing and maintaining partnerships with LOB specific product, technology, marketing, legal, risk, compliance, finance, and operations partners
Required qualifications, capabilities, and skills
- 6 years of financial services product or project management experience; banking and lending experience
- Bachelor’s degree required
- Superior communication skills; ability to lead multi-stakeholder projects end to end
- Ability to actively work within a team environment while driving accountability from key stakeholders
- Strong analytical skills and ability to translate and synopsize data for decision-making
- Advanced Microsoft Office skills including Excel and Powerpoint
- Familiarity with IT project work – writing requirements, partnering on testing plans, and holding partners accountable to deliver solutions that meet all business needs
