JP Morgan Chase & Co.

J.P. Morgan Wealth Management - Vice President, Lending Solutions Project Manager

JP Morgan Chase & Co.$130K — $180K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in wealth lending solutions
  • Working knowledge of Agile frameworks
  • Strong project management skills with focus on requirements
  • Excellent written and verbal communication skills
  • Proven collaboration ability across business lines
  • High attention to detail and ability to meet deadlines
  • Bachelor's degree required

Responsibilities

  • Partner with technology and business teams to execute product vision
  • Contribute to product roadmap initiatives that enhance lending experiences
  • Define and manage product requirements; document in JIRA/Confluence
  • Provide presentations and updates to stakeholders and working groups
  • Develop solutions to improve lending control frameworks
  • Support product knowledge for advisors and clients
  • Gather client and advisor feedback for roadmap decisions
  • Stay updated on lending and margin trading industry trends

Benefits

  • Access to a strong control framework and modern practices
  • Collaborative work environment with diverse teams
  • Opportunity to impact advisor and client lending experiences
  • Exposure to substantial AUM and a sizeable advisor network
  • Potential for professional growth within J.P. Morgan's Wealth Management division
Full Job Description
JOB DESCRIPTION

Build products that help advisors and clients access lending solutions with confidence backed by a strong control framework and modern delivery practices. 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 Product Manager for Lending Solutions, you will partner with business and technology teams to define and deliver a product roadmap that enhances the advisor and client lending experience. You will translate vision into clear requirements, coordinate delivery across stakeholders, and strengthen the control framework through process and automation improvements.

Job responsibilities
  • Partner with technology teams and business stakeholders to bring product vision to life
  • Contribute to end-to-end product roadmap initiatives that enhance advisor and client lending experiences
  • Define, write, and manage product requirements; coordinate workstreams and maintain documentation in JIRA/Confluence
  • Provide clear presentations and regular communications to working groups, control partners, and senior stakeholders as needed
  • Develop and drive proactive solutions to improve the lending control framework through automation and procedures
  • Support product knowledge development and operating model expansion for financial advisors, self-directed clients, and support staff
  • Gather and evaluate client and advisor feedback to inform roadmap decisions and prioritization
  • Stay informed on industry trends, regulations, and market events related to margin trading and lending solutions
  • Build strong relationships across business, legal, risk, compliance, finance, marketing, and technology partners
Required qualifications, capabilities, and skills
  • 3+ years of experience supporting one or more wealth lending solutions
  • Working knowledge of Agile product development frameworks and practices
  • Strong project management skills, including requirements writing and cross-workstream coordination
  • Strong written and verbal communication skills, including the ability to present updates to diverse audiences
  • Proven ability to collaborate across multiple lines of business within J.P. Morgan
  • High attention to detail with the ability to deliver tasks on or ahead of deadlines in a fast-paced environment
  • Bachelor’s degree required
Preferred qualifications, capabilities, and skills
  • Fundamental understanding of Wealth Management services, client types, and products/solutions
  • Experience with lending delivered via both bank and broker-dealer models
  • Experience strengthening control frameworks through process design and automation
  • Familiarity with margin trading trends, regulations, and related market events

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.

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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
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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