J.P.Morgan Wealth Management - Wealth Aggregation & Analytics Product Associate

Job Description

Job Description

The Wealth Aggregation Product Associate role is focused on leading the ongoing integration and driving adoption of the Addepar aggregation software for ultra-high net worth clients of JP Morgan Wealth Management.  

As the Aggregation Product Associate  on the Wealth Aggregation and Analystics team, you will serve as a Subject matter expert on the Addepar application and all key functionality of the software. Support advisors and clients as key point of contact during Addepar onboarding and provide high touch ongoing product support. Act as a key JPMorgan relationship point of contact for Addepar partners. Liaise with Addepar relationship manager and technology teams to deliver new features and support key client needs. You will drive the product roadmap and define specific, measurable OKRs for the product and ensure all technology teams are operating efficiently through the consistent review of agility metrics.

Job Responsibilities

• Work closely with financial advisors to understand complex client needs and communicate the value proposition of the Addepar Aggregation solution to meet the client needs
• Assist advisors and clients with the onboarding of internal and external investment assets and establish a client account and ownership hierarchy
• Facilitate the aggregation of illiquid private investments into the client Addepar solution
• Assist reporting operations teams and advisors with client inquiries
• Serve as the product subject matter expert and key escalation point for training and inquiry resolution to ensure consistent production quality
• Coordinate with other product teams to agree on delivery expectations and work through blockers
• Define and groom product feature requirements through the agile framework
• Prioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams' capacity
• Collaborate with the delivery manager to manage workflow of Stories and Epics in Jira/Align for accurate reflection of progress completion 
• Work with technology teams to prioritize and plan product releases
• Partner with product finance partners to ensure Addepar engagement is kept current with respect to third party vendor management, budgeting & payment processing 
• Partner with legal, risk, compliance and controls to ensure the product is delivered to advisors and clients within the current reporting standards

Required qualifications, capabilities, and skills:

• Prior experience with Addepar or external portfolio aggregation software services
• 5+ years of experience in the financial services industry, with 1+ in product management
• Undergraduate degree
• FINRA SIE and Series 99 required within 120 days of hire
• Prior experience with administration of Addepar or other external portfolio aggregation software services required
• Product management experience 
• Experience in portfolio reporting and investment performance methodologies with an understanding of complex investment products 
• Experience with Jira, Align, agile product development and software delivery lifecycle
• Proven experience working with senior management and front office financial advisors
• Effective communicator with excellent written communication skills
• Proven track record of new product feature creation and delivery

Preferred qualifications, capabilities, and skills: 

• Ability to influence people at all levels across a broad variety of job functions
• Demonstrated ability to manage tight delivery timelines and calmness under pressure
• Excels in a dynamic environment that changes due to external factors and new priorities

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.