Vice President - Managed Investments Enrollment and Client Reporting Product Owner

Job Description

Job Summary:  As an Enrollment & Client Reporting Product Owner for Managed Investments, you will act on behalf of the business, operations, and our clients to drive strategic platform initiatives. This role offers a unique opportunity to engage with the strategic transformation of our managed investment platforms across multiple lines of business, with exposure to both International and US markets.

Key Responsibilities :

• Develop business requirements in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams.
• Document business requirements in Epic/Story format using JIRA.
• Lead story refinement and grooming sessions with technology partners.
• Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases.
• Support and participate in the design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and timely delivery.
• Maintain a client and customer focus by identifying trends and improving processes on a global basis.
• Manage risk and controls by understanding the regulatory/legal landscape related to investment products and ensuring compliance with established procedures and regulations.

Required Qualifications, Skills, and Capabilities:

• 4-5+ years of experience in the financial services industry, preferably in wealth management or investment organizations.
• Experience in project management, management consulting, and change management supporting large-scale business and technology initiatives.
• Strong issue resolution and problem-solving abilities.
• Proficiency in Agile and Waterfall methodologies, with the ability to adapt to hybrid practices.
• Excellent communication skills, with the ability to provide clear and succinct updates for all organizational levels.
• Ability to build relationships and influence colleagues, technical, and functional partners.
• Strong analytical skills and the ability to synthesize information to reach logical conclusions.
• Demonstrated proficiency with MS Excel, Word, and PowerPoint.
• Ability to work independently, manage tight deadlines, and prioritize work effectively.
• Experience collaborating with multiple teams and coordinating cross-functional initiatives.

Preferred Qualifications:

• Strong documentation skills and attention to detail
• Independent decision-making ability
• Experience with Alteryx, SQL, Tableau, Qliksense

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.​