JP Morgan Chase & Co.

Chase Wealth Management, Product Manager, Vice President

JP Morgan Chase & Co. • $150K — $180K *
Newark, DE 19713In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 7+ years of experience in product management or related roles, preferably within financial services.
  • Demonstrated experience managing cross-functional teams and complex initiatives.
  • Strong knowledge of Managed Account Servicing and advisor workflows.
  • Proficient in agile methodologies and delivery execution processes.
  • Ability to lead large-scale projects with multiple stakeholders and dependencies.

Responsibilities

  • Lead and manage the delivery of the Managed Account Servicing roadmap and high-visibility initiatives.
  • Own end-to-end workstream management, ensuring alignment across various teams.
  • Create and maintain integrated plans to manage dependencies and execution timelines.
  • Drive clarity in requirements and success metrics through collaboration with stakeholders.
  • Oversee all delivery phases including planning, testing, and post-release stabilization.
  • Ensure quality of deliveries through effective issue management and communication.
  • Provide leadership continuity for servicing team leads during critical projects.

Benefits

  • Access to industry-leading investment management resources.
  • Support for professional development opportunities within JP Morgan.
  • Involvement in high-impact projects that shape advisor and client experiences.
  • Exposure to diverse financial products and services across a global network.
Full Job Description
Job Description

We are seeking a Vice President-level Product Manager to own a key portion of the delivery agenda for the Managed Account Servicing workstream across Private Bank, Chase Wealth Management (CWM), and International Private Bank (IPB). This role will drive disciplined execution across high-visibility initiatives with complex cross-functional dependencies (business, technology, data, reporting, and controls), ensuring continuity, risk reduction, and consistent decision-making through critical milestones.

Managed Account Servicing underpins core advisor operating workflows, supporting 2M+ workflows annually, enabling the migration of ~1.4M accounts to ConnectWealth, and advancing the path to UMA through 2027-directly impacting advisor experience and client communications.

Key Responsibilities:
  • Provide autonomous, VP-level delivery leadership for the Servicing roadmap across multiple high-visibility initiatives (e.g., CWM/PB UMA, Transition expansion, Phase In, Service Global Ops model, new strategy launches, GSTP automation).
  • Own end-to-end workstream delivery across multiple teams, including delivery strategy, operating cadence, governance, and integrated planning.
  • Build and maintain an integrated plan across business, technology, data, reporting, and controls; manage cross-team dependencies, sequencing, and critical-path execution.
  • Drive requirements definition and acceptance criteria in partnership with product, technology, operations, and control partners; ensure clarity of scope, priorities, and success metrics.
  • Lead delivery execution through sprint planning, development, testing/UAT, release readiness, cutover planning (as applicable), and post-release stabilization.
  • Ensure production readiness and delivery quality, including issue/risk management, escalation paths, decision logs, and stakeholder communications.
  • Provide leadership coverage and continuity for Servicing team leads.
  • Support business-critical programs at scale across:
    • Private Bank: Deliver advisor workflows and servicing capabilities aligned to USPB UMA and the path to UMA in 2027, while supporting the broader USPB roadmap (e.g., Transition expansion, Phase In).
    • CWM: Enable the migration of ~1.4M accounts from legacy platforms to ConnectWealth, including advisor, operations, and client communications.
    • IPB: Expand Servicing as a strategic global platform supporting ~2,000 advisors, including readiness for the Service Global Ops model and new strategy launches


About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at JP Morgan Chase & Co.

More Finance & Insurance Jobs

Find similar Chase Wealth Management, Product Manager, Vice President jobs:

NationwideNewark, DE