JPMorganChase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees, and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate & Investment Bank, Commercial Banking, and Consumer & Community Banking.
JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise spanning 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 to better define, focus, and realize their goals.
About the teamAs part of Wealth Management (WM) Solutions, the Solutions Product Development group partners with investment solutions, digital, technology, operations, and front-office teams to build and deliver products for the Private Bank (PB), JPMorgan Advisors (JPMA), and Chase Wealth Management (CWM) lines of business.
Position Overview The candidate will join the Wealth Management Solutions team, focused on evolving the firm's Donor Advised Fund (DAF) investing experience end-to-end. You will own and drive product outcomes across the DAF investment lifecycle including investment option strategy, onboarding, allocation changes, trading/implementation workflows, asset servicing, and performance reporting. You'll deliver a simpler, more scalable experience for donors, advisors, and internal teams.
This role is ideal for a structured, highly organized product leader who thrives in a fast-paced environment, combines strong analytical rigor with customer empathy, and can translate complex investing workflows into clear product requirements and delivered capabilities. Investment/trading domain experience is a strong plus.
Key Responsibilities- Own the DAF investment product roadmap: define product vision, goals, success metrics, and prioritized backlog for investment-related capabilities across the wealth continuum.
- Discover and define customer problems: synthesize donor/advisor insights, operational pain points, and market trends to identify and size product opportunities (with emphasis on investing options, implementation experience, and servicing).
- Deliver product outcomes through execution: lead initiatives from concept to launch using agile practices-writing PRDs, epics/user stories, acceptance criteria, and partnering with engineering, design, and operations through build, test, and release.
- Partner on digital experience: work closely with digital product and UX teams to improve investment workflows, disclosures, and user journeys (e.g., funding, allocation changes, rebalancing requests, portfolio views).
- Design scalable operating models: collaborate cross-functionally to improve current-state processes and define future-state operating models that reduce friction and increase throughput.
- Manage risk thoughtfully: partner with Legal, Compliance, Risk, and Controls to identify regulatory considerations and embed controls into product design and delivery.
- Launch and iterate: support go-to-market planning for new investment options/features, manage interdependencies, and drive adoption with stakeholders across PB/JPMA/CWM.
- Executive communication: create clear, data-driven updates on roadmap progress, delivery status, KPI performance, and stakeholder feedback.
Qualifications- Bachelor's degree or higher (Business, Finance, Economics, or related preferred).
- 7+ years of experience in product management, digital product, platform product, or strategy/consulting with demonstrated product delivery ownership in financial services.
- Demonstrated ability to translate complex workflows into product requirements and deliver iteratively with technology teams.
- Strong analytical, problem-solving, and communication skills (written and verbal); ability to influence stakeholders across functions and levels.
- Experience in large-scale project planning, dependency management, and operating model/process redesign.
Preferred Qualifications (Investment experience as preferred)- Experience in wealth management investing, trading/implementation, portfolio administration/servicing, or brokerage operations.
- Series 7 and Series 63/66 (preferred; not required).
- Additional certifications such as CFA, CFP, or CMT (preferred).
- Advanced Excel and PowerPoint; comfort using data to define KPIs and evaluate product performance.
- Passion for diversity & inclusion and building equitable financial products and experiences.
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.
