J.P. Morgan Wealth Management - Statements & Tax - Statement Product Manager

Job Description

Our Consumer and 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.

J.P. Morgan Wealth Management team, you focus will be on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has more than one trillion in Assets Under Management and 5,000+ advisors located across 3,500 branches and 20 offices.

The JPMorgan Wealth Management Statements & Tax Product team defines and executes on the strategy for 2 client facing reporting products that impact 5+ million investment account holders and drives a budget of approximately 12 million dollars annually spread across 3 distinct technology teams covering 7 scrum team

As the Wealth Management Statement Product Manager on the Wealth Management Statements & Tax Product team, you will  drive the product roadmap and define specific, measurable OKRs for the product,  define and groom product feature requirements through the agile framework,  ensure all technology teams are operating  efficiently through consist review of agility metrics, manage and prioritize the product’s backlog based on a comprehensive feedback solicitation and tracking process, and create and lead a product cabinet to ensure all partners are aware of the product roadmap.

Job Responsibilities:

• Represent the Wealth Management Statement platform as subject matter expert in key leadership forums and issue escalation matters
• Manage the intake of requested statement messages and inserts
• Ensure the statement platform is well positioned to support business volume growth while meeting all regulatory requirements for investment accounts, executed in a controls based operating model through significant investment in platform modernization
• Create a consistent account statement experience across all accounting platforms and client channels
• Continuous investment in client experience  through the addition of targeted new features and functionality
• Partner with various teams across the investments and products platforms to identify key statement impacts and drive requirements grooming sessions to ensure delivery of the expected behavior
• Work with various teams to review and manage the statement messaging intake
• Prioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams capacity
• Work with delivery manager to manage workflow of Stories and Epics in Jira for accurate reflection of progress completion
• Own accountability for requirements delivery from start-to-finish, including acceptance criteria fulfillment
• Step in as-needed for issue triage and remediation to ensure consistent production quality

Required capabilities, capabilities, and skills:

• Prior statement platform experience in financial services industry
• Experience with agile product development and software delivery lifecycle
• Expertise in business requirements writing and communication.
• Effective communicator with excellent written communication skills
• Proven track record of delivery and new product feature creation
• Ability to prioritize projects and efforts according to business need and industry trends
• Familiarity with the business services and offerings associated with Chase
• 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
• Undergraduate degree

Licenses & Education

• FINRA Series 99 within 120 days

• Technical acumen as a product owner is desired.

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.