Role SummaryWe are seeking an experienced Product Manager with a strong Controls background to lead AI-enabled product transformation within the Trusts & Estates business. This is an individual contributor (IC) role-who brings awareness to and manages risk in the business. This individual will own product strategy and end-to-end delivery while partnering closely with Controls, Legal/Compliance, Operations, Technology, Data/AI teams, and senior business stakeholders. The successful candidate will modernize and transform Trusts and Estates Controls while embedding robust governance, auditability, and risk management by design.
Key Responsibilities - Set product vision and strategy for AI transformation in Trusts & Estates Controls.
- Own the roadmap and prioritization, translating business goals, regulatory obligations, and risk appetite into sequenced delivery plans (12-24 months) with clear outcomes and KPIs.
- Lead discovery and define requirements: customer/user journeys, problem statements, use-case intake, value sizing, control impact assessment, and success metrics.
- Embed controls into product design: governance workflows, approvals, audit trails, evidence capture, access controls, data handling requirements, and change management readiness.
- Partner with engineering and data teams to deliver scalable, secure, and observable AI capabilities (e.g., retrieval/search over approved content, workflow automation, decision-support, quality checks).
- Drive stakeholder alignment and decision-making across business, Controls, Compliance, Legal, Risk, Operations, and Technology; manage trade-offs transparently.
- Own delivery execution using agile product practices: epics/user stories, acceptance criteria, release planning, dependency/risk management, and post-release measurement.
- Champion responsible AI adoption: monitoring/feedback loops, human-in-the-loop controls where needed, and clear user guidance to reduce operational and conduct risk.
- Enable adoption and change: training, communications, support readiness, and continuous improvement based on usage and control outcomes.
Required Qualifications - 8+ years of product management experience (or equivalent experience owning complex platforms/workflows end-to-end).
- Demonstrated experience in a controls-heavy banking environment (e.g., Risk & Controls, Compliance, Audit, Operational Risk, governance, QA).
- Proven track record delivering AI/automation/analytics products in production (not just pilots), with measurable business impact.
- Strong knowledge of regulated process design: documentation standards, audit readiness, approvals, and evidence capture.
- Exceptional stakeholder management and executive communication; ability to influence without authority.
- Strong analytical and strategic skills: value sizing, prioritization frameworks, KPI/OKR design, and data-driven decisioning.
Preferred Qualifications - Experience in wealth management, private banking, fiduciary, trust administration, or estates domains.
- Experience with operating model design (intake-to-scale, control gates, support model, training).
Core Competencies - Controls mindset + innovation: balances speed with safety; designs "controls by default," not bolted on later.
- Strategic product leadership (IC): creates clarity from ambiguity; sets direction and drives execution through others.
- Stakeholder leadership: builds alignment across business, Technology, and second line partners; navigates conflict constructively.
- AI transformation leadership: understands what it takes to productionize AI responsibly (governance, monitoring, adoption, and change).
Success Measures (First 6-12 Months) - Delivery of prioritized AI-enabled capabilities that reduce cycle time and rework in Trusts & Estates workflows.
- Demonstrable improvements in control effectiveness (e.g., better evidence capture, fewer exceptions, improved QA outcomes).
- Adoption metrics (active users, frequency, task completion) and measurable productivity/quality impact.
- Strong governance posture: audit-ready documentation, clear approvals, and stable operational support model.
ABOUT USJPMorganChase, 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 TEAMJ.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.
