NY, United States
1 day ago
J.P. Morgan Wealth Management - Vice President - Wealth Engagement

Be an outstanding product leader on a global team that is passionate about personalizing client and advisor-facing experiences, focusing on Wealth Management Personalization, to help both the client and Wealth Management business grow.

You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality personalized products that resonate with clients.

As a Vice President in the J.P. Morgan Wealth Management -  Wealth Engagement – Personalization product team, you will work with designers, engineers, and other partners to expand and enhance our Wealth Management personalization capabilities across digital/non-digital platforms to accelerate quality lead generation, increase account opening volumes from our target segments, and deepen relationships with our current client base, all through an omni-channel lens. Through the personalized digital experiences you create and manage, you will have the opportunity to help people invest on their own or with an advisor, informed by industry-leading proprietary research and third-party market data, tools, and content, all backed by J.P. Morgan. You will join a team that is passionate about serving clients & advisors and improving their personalized experience. With a strong commitment to scalability, resiliency, and stability, you will collaborate closely with cross-functional teams to deliver high-quality personalized products that exceed expectations. Scope for the experience that the team manages includes web, mobile notifications, and text and email notifications.

 

Job Responsibilities:

Evolve the strategy for our new-customer acquisition and existing customer deepening insights to support growth across investing channels, ensuring seamless experiences across all communication channels (ie. Nudge, email, ad, etc.) with clear next steps for both WM Prospects and existing clients.Build scalable, flexible frameworks inclusive of digital and CRM capabilities to enhance customer/advisor engagement and drive growth in new-customer acquisition/deepening.Lead the product development lifecycle by collaborating with design, data and UX engineering, agility, and data analytics team members to discover, develop, and build product enhancements that address customer jobs to be done.Conduct discovery sessions to clarify and prioritize requirements.Own and write detailed requirements that capture functional, design, analytics, and control/regulatory features.Review and certify new experiences with Quality Assurance, engineering, and design to ensure it meets expectations.Facilitate decision-making to make smart trade-offs when appropriate.Drive the prioritization of any defects found and work with technology on the resolution.Leverage data-driven experimentation and measurement frameworks to optimize experience and measure progress against OKRs.

Required Qualifications, Capabilities, and Skills:

6+ years of digital consumer product development or business analyst experience with a track record of delivery of new products and features.Familiarity with an array of financial instruments.Extensive experience authoring business requirements, defining user stories, and leading execution including bringing together cross-functional teams within an Agile development framework.Extensive experience in defining and documenting customer journey.Proven ability to distill data and complex ideas into consumable and actionable materials.Excellent written and verbal presentation skills and communication skills.Commitment and self-motivation suitable to a start-up team in a large organization.Extensive experience in stakeholder management across all levels and functions, including but not limited to design, engineering, data and analytics, marketing, legal, risk, controls, compliance, etc.

Preferred Qualifications, Capabilities, and Skills:

Experience in brokerage industry and/or digital lead generation.Experience with data/audience targeting technology.Experience in building web and mobile native experiences.Experience in CRM/Salesforce Ecosystem development.
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