Job Description

The Wealth Aggregation Product Associate role is focused on leading the ongoing integration and driving adoption of the Addepar aggregation software for ultra-high net worth clients of JP Morgan Wealth Management.  

 

As the Aggregation Product Associate  on the Wealth Aggregation and Analystics team, you will serve as a Subject matter expert on the Addepar application and all key functionality of the software. Support advisors and clients as key point of contact during Addepar onboarding and provide high touch ongoing product support. Act as a key JPMorgan relationship point of contact for Addepar partners. Liaise with Addepar relationship manager and technology teams to deliver new features and support key client needs. You will drive the product roadmap and define specific, measurable OKRs for the product and ensure all technology teams are operating efficiently through the consistent review of agility metrics.

Job Responsibilities

Work closely with financial advisors to understand complex client needs and communicate the value proposition of the Addepar Aggregation solution to meet the client needsAssist advisors and clients with the onboarding of internal and external investment assets and establish a client account and ownership hierarchyFacilitate the aggregation of illiquid private investments into the client Addepar solutionAssist reporting operations teams and advisors with client inquiriesServe as the product subject matter expert and key escalation point for training and inquiry resolution to ensure consistent production qualityCoordinate with other product teams to agree on delivery expectations and work through blockersDefine and groom product feature requirements through the agile frameworkPrioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams' capacityCollaborate with the delivery manager to manage workflow of Stories and Epics in Jira/Align for accurate reflection of progress completion Work with technology teams to prioritize and plan product releasesPartner with product finance partners to ensure Addepar engagement is kept current with respect to third party vendor management, budgeting & payment processing Partner with legal, risk, compliance and controls to ensure the product is delivered to advisors and clients within the current reporting standards

 

Required qualifications, capabilities, and skills:

Prior experience with Addepar or external portfolio aggregation software services5+ years of experience in the financial services industry, with 1+ in product managementUndergraduate degreeFINRA SIE and Series 99 required within 120 days of hirePrior experience with administration of Addepar or other external portfolio aggregation software services requiredProduct management experience Experience in portfolio reporting and investment performance methodologies with an understanding of complex investment products Experience with Jira, Align, agile product development and software delivery lifecycleProven experience working with senior management and front office financial advisorsEffective communicator with excellent written communication skillsProven track record of new product feature creation and delivery

 

Preferred qualifications, capabilities, and skills: 

Ability to influence people at all levels across a broad variety of job functionsDemonstrated ability to manage tight delivery timelines and calmness under pressureExcels in a dynamic environment that changes due to external factors and new priorities