JP Morgan Chase & Co.

Product Manager - Sales Experience Platform, Vice President

JP Morgan Chase & Co. • $160K — $200K *
New York, NY 10017In-Person
Enterprise Technology
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5+ years of experience in product management or a relevant domain
  • Strong grasp of Asset Management (AM) business processes related to client financials and sales lifecycle coverage
  • Proven ability to translate cross-functional processes into clear product requirements and outcomes
  • Experience with system integrations and managing dependencies, especially with HR sources
  • Ability to enhance data quality through effective controls and issue resolution processes
  • Skilled in writing high-quality product documentation and managing the delivery process from UAT to rollout
  • Strong stakeholder communication skills for engaging with senior leadership

Responsibilities

  • Translate AM use cases into SEP/Salesforce requirements including client financials and coverage roles
  • Manage the integration of client financial data from AM systems into SEP
  • Oversee end-to-end integration with HR systems to maintain sales team hierarchy accuracy
  • Define and implement coverage assignment logic to align outcomes with coverage models
  • Establish data integrity controls for financial and coverage information
  • Drive data stewardship processes, ensuring data alignments and usability for teams
  • Maintain operational discipline, including monitoring and issue resolution for production-related tasks
  • Facilitate the discovery and delivery of projects, ensuring clear stakeholder engagement
  • Lead user acceptance testing, training sessions, and communication of new features and updates
  • Create and update user-facing documentation for clarity and compliance

Benefits

  • Flexible work arrangements to support work-life balance
  • Professional development opportunities for career advancement
  • Collaborative work culture that values input from all team members
  • Access to advanced technology and tools to enhance productivity
  • Comprehensive benefits package including health and wellness programs
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
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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