IPB Digital & Data Transformation –Advisor Platform Product Manager, Vice President

J.P. Morgan Asset and Wealth Management IPB Digital & Data Transformation Advisor Platform Product Manager Vice President London

About Asset and Wealth Management

J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional ultra high net worth high net worth and individual clients through its Asset Management and Global Private Bank businesses. With client assets of $7.1 trillion and assets under management of $4.8 trillion we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31 2025.)

Throughout its long and distinguished history Asset & Wealth Management has been steadfastly committed to putting its clients interests first. This fiduciary responsibility defines our relationship with clients and informs every decision we make on their behalf.

J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy leveraging the global resources of J.P. Morgan across planning investing banking philanthropy family office management fiduciary services special advisory services and more. The Private Bank oversees more than $3.1 trillion in client assets globally.

Our team

As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organization the IPB Digital Advisor & Client Solutions team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. Its an exciting time to be transforming our business and you will be one of the key leaders driving strategic change helping to accelerate the business growth and achieve efficiency goals globally.

Job description

As part of the IPB Digital & Data Transformation team the IPB Advisor Platform Product Manager is responsible for leading efforts to evolve the Advisor platform digital experience empowering our Advisors with an intuitive AI-enabled toolkit that drives proactive client engagement and world-class service delivery. A key focus will be to establish a scalable platform strategy that enables shared components personalization and efficiency across the International Private Bank ensuring an integrated end-to-end experience from Advisors to Clients. Through partnership with Front Office stakeholders Market Leaders Solutions teams designers and technologists the Product Manager will shape the digital product strategy and align priorities to ensure successful execution.

As a Product Manager you will define the vision for how Advisors leverage insights and intelligence to serve the worlds most sophisticated clients. You will determine the product goals objectives and requirements and prioritize delivery of digital capabilities in order to maximize business value and operational impact. This role requires an AI-first mindset building a platform for the future that anticipates client needs and scales across diverse user groups.

You will partner closely with Design and Engineering as part of a product triad and collaborate daily with Legal Risk Compliance and partner product teams to drive enhancements through the entire product management lifecycle and deliver innovative digital solutions to Advisors and enabling teams across 40 global markets.

Candidates should have excellent written and oral communication skills strong interpersonal skills and outstanding analytical and strategic thinking addition to being a seasoned well-trained professional the successful candidate should be a strategic thinker with the ability to influence without authority inspire confidence and foster teamwork and collaboration across a complex matrixed organization.

Core Responsibilities

• Understand Advisor and business needs. Invest in a deep understanding of the business opportunity Advisor workflows and competitive landscape to inform which initiatives and features to pursue. Participate in research to uncover Advisor needs and validate solutions that are relevant useful and scalable across multiple user groups.
• Define strategy operating model and roadmap to achieve vision and business goals. Own and drive the product roadmap to meet business objectives and provide a leading Advisor experience. Partner with developers and UX designers to deliver intuitive and differentiated user experiences. Prioritize and define each feature to meet Advisor and business goals while also meeting control requirements.
• Lead the product development lifecycle ensuring sprint inputs (e.g. design and requirements) and outputs (e.g. tested code) are as envisioned and providing direction and smart trade-off decisions for the team. Collaborate with other product and requirement owners and designers to deliver end-to-end product and experience. Partner with Technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issues as necessary to ensure proper response.
• Establish approach to pilot and rollout new capabilities including objective and scope communication training and support and feedback and metrics. Embrace a fail-fast mentality grounded in smart calculated bets that deliver incremental value toward a long-term vision.
• Embody true customer obsession in identifying and leveraging user data key performance metrics industry trends and varying forms of Advisor feedback to shape design and roadmap decisions. Lead with an AI-first approach embedding intelligence into the platform to enable proactive personalized engagement at scale.
• Develop and maintain deep relationships with partners including senior leaders Front Office stakeholders Market Leaders Solutions teams Digital Technology Design Operations and control functions across the International Region.
• Champion shared components and reusable capabilities that drive scale and efficiency across the broader ecosystem solving for the many without compromising impact.

Qualifications

• 5 years of experience in financial services preferably with experience in private banking digital banking or a closely related business leading strategic or transformational change.
• Extensive experience managing product delivery across multiple work streams with varying timelines priorities and complexities ultimately launching new or enhanced products to market.
• Ability to prioritize projects say no when required and ensure the organization is on track to execute and deliver strategic change that meets business goals.
• Proven ability to execute via successful internal partnerships with other organizations and influence without authority.
• Influence peers with diverse points of view and build consensus across complex matrixed environments.
• Excellent leadership skills of product and teams.
• Structured thinker effective communicator with excellent written communication skills.
• Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.
• Highly self-motivated with the ability to make decisions with incomplete information and remain calm under intense pressure.
• Strong understanding of different technological development methodologies (e.g. Agile Waterfall) and design techniques with ability to successfully lead regardless of approach. Comfort with ambiguity and a focus on outcomes over process.
• AI First Mindset in doing your day to day and building products.