J.P. Morgan Wealth Management Statements & Tax Statement Product Manager
Share
Job Location:
Jersey, NJ - USA
Monthly Salary:
$ 122550 - 201000
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Our Consumer and Community Banking division serves our Chase customers through a range of financial services including personal banking credit cards mortgages auto financing investment advice small business loans and payment processing. Were proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.
J.P. Morgan Wealth Management team you focus will be 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 more than one trillion in Assets Under Management and 5000 advisors located across 3500 branches and 20 offices.
The JPMorgan Wealth Management Statements & Tax Product team defines and executes on the strategy for 2 client facing reporting products that impact 5 million investment account holders and drives a budget of approximately 12 million dollars annually spread across 3 distinct technology teams covering 7 scrum team
As the Wealth Management Statement Product Manager on the Wealth Management Statements & Tax Product team you will drive the product roadmap and define specific measurable OKRs for the product define and groom product feature requirements through the agile framework ensure all technology teams are operating efficiently through consist review of agility metrics manage and prioritize the products backlog based on a comprehensive feedback solicitation and tracking process and create and lead a product cabinet to ensure all partners are aware of the product roadmap.
Job Responsibilities:
- Represent the Wealth Management Statement platform as subject matter expert in key leadership forums and issue escalation matters
- Manage the intake of requested statement messages and inserts
- Ensure the statement platform is well positioned to support business volume growth while meeting all regulatory requirements for investment accounts executed in a controls based operating model through significant investment in platform modernization
- Create a consistent account statement experience across all accounting platforms and client channels
- Continuous investment in client experience through the addition of targeted new features and functionality
- Partner with various teams across the investments and products platforms to identify key statement impacts and drive requirements grooming sessions to ensure delivery of the expected behavior
- Work with various teams to review and manage the statement messaging intake
- Prioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams capacity
- Work with delivery manager to manage workflow of Stories and Epics in Jira for accurate reflection of progress completion
- Own accountability for requirements delivery from start-to-finish including acceptance criteria fulfillment
- Step in as-needed for issue triage and remediation to ensure consistent production quality
Required capabilities capabilities and skills:
- Prior statement platform experience in financial services industry
- Experience with agile product development and software delivery lifecycle
- Expertise in business requirements writing and communication.
- Effective communicator with excellent written communication skills
- Proven track record of delivery and new product feature creation
- Ability to prioritize projects and efforts according to business need and industry trends
- Familiarity with the business services and offerings associated with Chase
- Ability to influence people at all levels across a broad variety of job functions
- Demonstrated ability to manage tight delivery timelines and calmness under pressure
- Undergraduate degree
Licenses & Education
- FINRA Series 99 within 120 days
Technical acumen as a product owner is desired.
Required Experience:
IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
