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. We’re 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 5,000+ advisors located across 3,500 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 product’s 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 mattersManage the intake of requested statement messages and insertsEnsure 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 modernizationCreate a consistent account statement experience across all accounting platforms and client channelsContinuous investment in client experience  through the addition of targeted new features and functionalityPartner 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 behaviorWork with various teams to review and manage the statement messaging intakePrioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams capacityWork with delivery manager to manage workflow of Stories and Epics in Jira for accurate reflection of progress completionOwn accountability for requirements delivery from start-to-finish, including acceptance criteria fulfillmentStep 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 industryExperience with agile product development and software delivery lifecycleExpertise in business requirements writing and communication.Effective communicator with excellent written communication skillsProven track record of delivery and new product feature creationAbility to prioritize projects and efforts according to business need and industry trendsFamiliarity with the business services and offerings associated with ChaseAbility to influence people at all levels across a broad variety of job functionsDemonstrated ability to manage tight delivery timelines and calmness under pressureUndergraduate degree

Licenses & Education

FINRA Series 99 within 120 days

Technical acumen as a product owner is desired.