Asset Management - Product and Strategy Specialist - Vice President

Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

Job Summary:

As a Product Specialist supporting Customized Managed Account Solutions, you will help drive key project initiatives impacting our strategic roadmap supporting our retail separately managed accounts (SMA) and Model Portfolio business. Working in direct collaboration with cross-functional partners including technology, operations, client service, investment, and control partners, you will define and oversee the implementation of technology requirements and end-to-end operating model development enabling key initiatives to improve scale and quality, enable innovative new product development and enhance the client experience to drive and support continued business growth.

Job responsibilities:

• Partner with business colleagues and subject matter experts to develop a deep understanding of the SMA and Model Portfolio business including services and products offered, our technology architecture, and existing operating models and control processes
• Conduct product discovery workshops and document current and proposed operating model flows to define requirements for technology implementation and process re-engineering.
• Work with developers and UX designers in refining features and initiatives, including the definition of clear acceptance criteria and user validation
• Partner with key users across investment, operations and client service teams as well as control partners in legal and compliance to ensure adoption and alignment of the operating model that supports key technology development and enhancements
• Escalate and drive the resolution of key business decisions required to resolve roadblocks in operating model design to support the business
• Support prioritizing the backlog to ensure technology evolvement beyond most viable product (MVP) requirements

Required qualifications, skills and capabilities:

• Familiarity with agile development methodologies
• Experience with frequently used tools in software product development such as Jira is a plus
• Expertise in workflow documentation (Visio) and PowerPoint
• Strong collaborator who can reconcile different user needs and priorities and work with a cross-functional team
• Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
• Demonstrate ability to multi-task and re-prioritize quickly

Preferred qualifications, skills and capabilities:

• 5-7 years' experience with product or project management roles
• Experience in Asset or Wealth Management, knowledge of retail SMAs a plus
• Strong interest in technology and how technology can drive efficient processes
• Prioritize work, meet tight deadlines, and possess strong attention to detail
• Work independently, possessing energy and confidence to complete strategic initiatives with limited supervision
• Utilize qualitative and quantitative tools to analyze, synthesize and interpret information
• Work successfully and efficiently in a team-based environment

ABOUT US

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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Client-provided location(s): Columbus, OH, New York, NY

Job ID: JPMorgan-210662374

Employment Type: FULL_TIME

Posted: 2025-09-06T19:10:44