JP Morgan Chase & Co.

Product Manager - Sales Experience Platform, Vice President

JP Morgan Chase & Co.$145K — $175K *
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in product management or relevant domain
  • Strong understanding of asset management business processes
  • Proven experience in cross-functional product ownership
  • Experience with system integrations involving multiple teams
  • Demonstrated ability to enhance data quality through structured management
  • Skilled in crafting detailed requirements and managing rollout processes
  • Strong communication skills for stakeholder engagement and presentations

Responsibilities

  • Translate asset management use cases into actionable SEP/Salesforce requirements
  • Manage integrations of financial data from asset management systems into SEP
  • Ensure sales team hierarchy is accurately integrated from internal HR sources
  • Define and implement coverage assignment logic across key Salesforce objects
  • Establish data governance controls for financial and coverage accuracy
  • Drive data stewardship for financial and coverage domains
  • Lead discovery and delivery processes, ensuring stakeholder collaboration
  • Oversee UAT, training, and communication for consistent SEP usage
  • Develop user documentation for clarity on definitions and processes
  • Align stakeholders on governance and standards for self-service capabilities

Benefits

  • Opportunities for professional development and growth
  • Access to a collaborative and innovative work environment
  • Flexible work arrangements available
  • Health and wellness programs
  • Comprehensive benefits package including health insurance and retirement plans
Full Job Description
JOB DESCRIPTION
As a Product Manager in Asset Management, you are an integral part of the team that owns how Asset Management client financials and the AM coverage model are represented in SEP and Salesforce across the full sales lifecycle. Define the roadmap, translate business needs into clear Salesforce outcomes, and ensure integrations, rules, and controls keep data accurate, governed, and trusted. US-based individual contributor reporting to the Head of SEP Product Platform.
Job responsibilities
  • Translate AM use cases across leads, prospects, and clients into clear SEP/Salesforce requirements and operating routines, spanning client financials (opportunities, mandates, business at risk, accounts, flows, trades, GL rebates) and coverage (roles, assignments, hierarchy logic).
  • Own integrations bringing client financials and financial reference data into SEP from AM systems (e.g., PandA, CBOR, Fusion, UDM), including scope, prioritization, delivery plans, and release readiness.
  • Own end-to-end integration with internal HR sources to keep sales team hierarchy current and aligned with Sales and Finance reporting.
  • Define, implement, and maintain coverage assignment and cascading logic across key objects (e.g., Companies, Contacts, Opportunities, Mandates, Accounts) so outcomes match agreed coverage models and personas.
  • Implement controls to keep financial and coverage data accurate and governed (validation checks, approvals where needed, reconciliation to systems of record, audit-ready traceability).
  • Drive data stewardship across financial and coverage domains: define attributes, mappings, lineage, and usage guidance so data is fit for how teams use SEP.
  • Establish operational discipline for production: monitoring, reconciliation, issue triage, root-cause analysis, remediation, SLAs, and runbooks.
  • Lead discovery and delivery: stakeholder workshops, scope definition, user stories, acceptance criteria, rollout plans, and cross-team coordination across data, engineering, and partner teams.
  • Drive UAT, training, rollout communications, and adoption so teams use SEP financial and coverage views consistently and correctly.
  • Create and maintain user-facing documentation (definitions, sources, rules, reporting guidance, known limitations).
  • Align stakeholders across Sales, Technology, and Data Governance on ownership, stewardship, change control, release communications, and standards that enable self-service.
 
Required qualifications, capabilities, and skills
  • 5+ years of experience or equivalent expertise in product management or a relevant domain area
  • Strong knowledge of AM business processes affecting client financials and coverage across the sales lifecycle
  • Demonstrated product ownership in cross-functional teams (business, engineering, data, controls), translating processes into clear requirements and measurable outcomes
  • Experience delivering system-to-system integrations and managing dependencies across multiple upstream teams, including HR/hierarchy sources
  • Track record improving data quality through controls, reconciliation, monitoring, and structured issue management through resolution
  • Ability to write high-quality requirements (problem statements, scope, user stories, acceptance criteria) and drive delivery through UAT and rollout
  • Strong stakeholder management and communication skills; comfortable presenting decisions, trade-offs, and progress to senior leaders
     
Preferred qualifications, capabilities, and skills
  • Demonstrated prior experience working in a highly matrixed, complex organization
  • Salesforce delivery experience in a complex, regulated environment
  • Familiarity with financial reference data, identifiers/hierarchies, and data governance (ownership, stewardship, lineage)
  • Experience designing or operating coverage models and hierarchy-driven reporting for Sales and Finance audiences
  • Experience operating production support routines for data products (SLAs, runbooks, incident/problem management)
     

 

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

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