Overview
As part of the IPB Digital Advisor & Client Solutions Product team, the IPB Digital Client Lifecycle Management Advisor & Client Experience Product Lead is responsible for leading the strategic transformation of the digital client lifecycle management experience for the Global Private Bank. You will own outcomes across the full advisor and client lifecycle journeys, ensuring the end-to-end connection of acquisition, onboarding (including source of wealth & due diligence), account opening and funding, ongoing KYC maintenance & reviews (including suitability, eligibility, etc.) to support continuous relationship deepening, retention, and seamless exit if required. Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the digital product strategy and align priorities to ensure we\'re solving our user\'s biggest problems. As a Product Lead, you will be responsible for the product vision and strategies to come up with effective solutions to problems that are valuable, viable, usable, and feasible. You will partner across regions and stakeholders throughout the product lifecycle to ensure business needs are met. You will be required to quickly learn the constraints of our business from Data, Technology, Trading, Finance, Operations, Legal, Compliance and Privacy, as well as others, to succeed. The successful Product Manager must also contribute a deep knowledge of our users and the data about how they engage with our products, coupled with tracking of industry trends, future technology and the competitive landscape to provide wholesale Product expertise to the business. You will primarily partner with Technology and Design but consistent engagement with Regional Market Managers/Investment Team Leads, Advisors, Client Service, Operations and Business Management, and various Digital Product stakeholders through the entire product management lifecycle will be necessary to ensure the businesses needs are met. Candidates should have excellent communication skills, the ability to influence and negotiate, be able to work as an individual contributor as well as a team, strong skills around technology, the Agile framework, an equal appreciation of the discovery and execution process and able to quantify delivery into success measures.
Core Responsibilities
- Define and execute the digital strategy, operating model, and roadmap to transform client and advisor journeys across the entire client lifecycle within the Private Bank. Own and drive the digital product roadmap to deliver seamless, intuitive, and differentiated experiences for both clients and advisors—from onboarding and engagement to ongoing relationship management and retention—leveraging the latest in digital innovation. Partner closely with developers, technology teams, and UX designers to ensure every feature enhances the end-to-end digital journey and meets business and control requirements.
- Embody true "customer-obsession", lead & drive product incubations to elevate the client and internal experience. Be a subject matter expert & educate leadership, present findings and influence stakeholders. Partner with digital products, design & technology team (including data science). Build strong partnerships with functional support areas (specifically LRCCP across IPB) to understand landscape, eliminate roadblocks & drive deployment of this technology at scale.
- Gather, organize, and assimilate internal needs and external initiatives to identify and prioritize opportunities for IPB. Invests in a deep understanding of the business opportunity, advisor & client needs and competitive landscape to inform which initiatives and features to pursue. Develop a deep understanding of IPB business priorities & client growth focus areas (and pain points). Draw connections between related work across disciplines and data domains - understand key themes and ideas to support innovation.
- Leads the product development lifecycle by defining requirements (in partnership with other teams), ensuring sprint inputs (e.g. design and requirements) and outputs (e.g. tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partner with Technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response.
- Advance platform enablement for journeys. Promote API-first and event-driven integration patterns, identity and entitlements, reference data standards, and reuse of common services to simplify delivery and improve resilience.
- Define and track KPIs that measure the success and impact of digital client and advisor journeys across the lifecycle, using both quantitative and qualitative data. Leverage insights to drive continuous improvement and champion adoption.
- 15+ years of experience in technology, product management, or digital transformation, ideally with exposure to financial services, wealth management, asset management, or digital banking.
- Extensive leadership experience managing product delivery across multiple work streams with varying timelines, priorities, and complexities, launching new or enhanced digital products.
- Experience in evaluating, integrating and scaling vendor solutions with internal platforms, balancing build-vs-buy decisions, technical constraints and long-term platform strategy will be key. Strong understanding of technology capabilities and trends, with the ability to translate them into innovative and feasible digital solutions for clients and advisors.
- Ability to prioritize projects, make strategic decisions, and ensure our organization is on track to execute and deliver change that meets goals.
- Naturally curious and logically minded - ability to gather, analyze, and synthesize significant information, turning it into clear and actionable next steps.
- Analytical and data-driven - track record of utilizing data to measure performance, identify opportunities, and make successful decisions.
- Experience in KPI frameworks such as OKRs or HEART to communicate measures of success.
- Proven ability to execute via successful internal partnerships with other organizations.
- Influence peers with diverse points of view and build consensus.
- Ability to articulate complex technical concepts to senior audiences with poise and confidence.
- Highly self-motivated and able to remain calm under pressure - identify and solve critical problems, and pursue stretch goals in a fast-paced, dynamic environment.
- Strong understanding of technological development methodologies (e.g., Agile, Waterfall) and design techniques, with the ability to lead teams regardless of approach.
Qualifications
- Diverse background to complement our existing perspectives
About JPMorgan Chase & Co.
JPMorgan Chase & Co. is a leading global financial services firm with assets greater than $4 trillion, over 300,000 employees and operations in over 100 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management serving institutions, high-net-worth individuals and retail investors worldwide. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Private Bank advises the world\'s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time. Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We\'re thrilled to be consistently named by both Euromoney and Global Finance Magazine as a leader in global private banking based on our deep experience, dedication to our clients, unparalleled access, and reliable track record. Our team As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organization, the IPB Advisor Experience team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It\'s an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally., J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world\'s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives., 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.
