J.P. Morgan Wealth Management - Product Owner - Vice President

Job Description

We are seeking a highly skilled Product Lead with deep expertise in Wealth Management Advisor Compensation within a large financial institution. This individual will be responsible for designing, developing, and implementing tools that support advisor compensation while ensuring alignment with business strategies and pay structures. 

The  Advisor Performance Management and Incentive Strategy   team is responsible for end-to-end design and oversight of our incentive strategy.   We explore compensation design options that consider every aspect of our business, including advisor roles and responsibilities, advisor development and transitions, attraction and retention, business channel alignment, industry peers and benchmarks, regulatory and statutory requirements, as well as connection to other J.P. Morgan communities including Investment Banking, Consumer Banking, and the Private Bank.  This also includes programs to better serve clients through Advisor collaboration and partnership, including Advisor Teaming, cross line-of-business incentives, Advisor retirement, and career progression programs.  

As a Product Manager on the Product & Experience Manager for Advisor Compensation & Performance Platforms team, you will be an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.   You should possess strong product management and AI expertise, technical proficiency in databases, SQL queries, and JIRA, and a comprehensive understanding of wealth management products and their associated pay rules. Prior experience as a private client advisor or private client investment associate is a plus.  

Job Responsibilities:

• Lead the development and enhancement of tools supporting Wealth Management Advisor Compensation, ensuring alignment with incentive models and business objectives.
• Drive AI-powered solutions to optimize analytics, forecasting, and automation within compensation frameworks.
• Develop a deep understanding of wealth management products offered to clients and the pay rules associated with each product.
• Collaborate with stakeholders to gather business requirements, ensuring tool functionality meets strategic objectives.
• Oversee technical aspects, including database management and SQL queries for financial modeling and reporting.
• Utilize JIRA to document product requirements, development tasks, and project workflows.
• Work cross-functionally with technology, finance, operations, and compliance teams to drive seamless execution of advisor compensation tools.
• Lead and mentor a team of product leads, fostering innovation and strategic execution.
• Stay ahead of industry trends, regulatory updates, and AI-driven advancements impacting wealth management advisor compensation.

Required qualifications, capabilities and skills:

• Extensive domain knowledge in Wealth Management Advisor Compensation within a large financial firm.
• Strong product management experience with expertise in financial services and compensation tools.
• Expertise in AI applications for financial analytics, automation, and predictive modeling.
• Advanced technical proficiency in databases, SQL queries, and financial data analysis.
• Experience writing JIRA stories and managing software development processes.
• Proven leadership experience in managing product teams and executing strategic initiatives.
• Deep understanding of wealth management products, including investment solutions and their associated pay rules.
• Excellent communication and stakeholder management skills to align objectives across business functions.

Preferred qualifications, capabilities, and skills:

• Knowledge of regulatory requirements affecting wealth management advisor compensation.
• Prior experience as a private client advisor or private client investment associate is a plus.
• Experience working with enterprise compensation management platforms and financial reporting tools.
• Ability to translate complex financial models into actionable business strategies.
• Strong problem-solving and decision-making skills in a fast-paced financial services environment.

To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

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.