The Self-Directed Investing product organization within J.P. Morgan Wealth Management empowers clients to take control of their financial futures by providing a comprehensive suite of digital tools and resources. We focus on delivering an intuitive and seamless online investing experience, enabling clients to independently manage their investment portfolios with confidence. The organization is committed to innovation, client satisfaction, and maintaining the highest standards of service, making it a key component of J.P. Morgan's holistic wealth management offerings.
Join our global team as a visionary product leader dedicated to enhancing the Self-Directed Investing experience for affluent clients. You will play a pivotal role in shaping the future of client benefits, driving innovation, and delivering high-quality experiences that resonate with our clients.
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As a VP in the Self-Directed Investing business, you will lead efforts to understand affluent client needs, inform new feature development, and create new benefits in partnership with wealth management teams and cross-functional teams across the company. Your work will drive awareness of existing relevant benefits for SDI clients, ensuring they are informed and empowered to grow their wealth.
Job Responsibilities:
- Lead the development of new client benefits by collaborating with wealth management teams and cross-functional partners.
- Conduct research and discovery sessions to understand affluent client needs and inform new feature development.
- Develop and scope new benefits, ensuring alignment with client needs and business goals.
- Create experiences that drive awareness of existing benefits for SDI clients, leveraging digital channels and communication strategies.
- Collaborate with design, engineering, and analytics teams to deliver high-quality experiences that exceed client expectations.
- Facilitate decision-making and prioritize initiatives to optimize client benefits and experiences.
- Present work and communicate status and key decisions clearly and frequently to stakeholders.
Required qualifications, capabilities and skills:
- 7+ years of experience in product development, with a focus on client benefits and digital experiences.
- Strong understanding of affluent client needs and experience in the self-directed investing or wealth management industry.
- Proven ability to lead cross-functional teams and drive innovation in a global organization.
- Excellent communication and presentation skills, with the ability to influence and partner effectively across teams.
- Commitment to delivering high-quality experiences and driving client awareness and engagement.
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & 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.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.