The role
From JPMorgan Chase's own posting.
JPMorganChase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees, and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate & Investment Bank, Commercial Banking, and Consumer & Community Banking.
JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise spanning 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 to better define, focus, and realize their goals.
About the team
As part of Wealth Management (WM) Solutions, the Solutions Product Development group partners with investment solutions, digital, technology, operations, and front-office teams to build and deliver products for the Private Bank (PB), JPMorgan Advisors (JPMA), and Chase Wealth Management (CWM) lines of business.
Position Overview
The candidate will join the Wealth Management Solutions team, focused on evolving the firm’s Donor Advised Fund (DAF) investing experience end-to-end. You will own and drive product outcomes across the DAF investment lifecycle including investment option strategy, onboarding, allocation changes, trading/implementation workflows, asset servicing, and performance reporting. You'll deliver a simpler, more scalable experience for donors, advisors, and internal teams.
This role is ideal for a structured, highly organized product leader who thrives in a fast-paced environment, combines strong analytical rigor with customer empathy, and can translate complex investing workflows into clear product requirements and delivered capabilities. Investment/trading domain experience is a strong plus.
Key Responsibilities
Own the DAF investment product roadmap : define product vision, goals, success metrics, and prioritized backlog for investment-related capabilities across the wealth continuum.
Discover and define customer problems : synthesize donor/advisor insights, operational pain points, and market trends to identify and size product opportunities (with emphasis on investing options, implementation experience, and servicing).
Deliver product outcomes through execution : lead initiatives from concept to launch using agile practices—writing PRDs, epics/user stories, acceptance criteria, and partnering with engineering, design, and operations through build, test, and release.
Partner on digital experience : work closely with digital product and UX teams to improve investment workflows, disclosures, and user journeys (e.g., funding, allocation changes, rebalancing requests, portfolio views).
Design scalable operating models : collaborate cross-functionally to improve current-state processes and define future-state operating models that reduce friction and increase throughput.
Manage risk thoughtfully : partner with Legal, Compliance, Risk, and Controls to identify regulatory considerations and embed controls into product design and delivery.
Launch and iterate : support go-to-market planning for new investment options/features, manage interdependencies, and drive adoption with stakeholders across PB/JPMA/CWM.
Executive communication : create clear, data-driven updates on roadmap progress, delivery status, KPI performance, and stakeholder feedback.
Qualifications
Bachelor’s degree or higher (Business, Finance, Economics, or related preferred).
7+ years of experience in product management, digital product, platform product, or strategy/consulting with demonstrated product delivery ownership in financial services.
Demonstrated ability to translate complex workflows into product requirements and deliver iteratively with technology teams.
Strong analytical, problem-solving, and communication skills (written and verbal); ability to influence stakeholders across functions and levels.
Experience in large-scale project planning, dependency management, and operating model/process redesign.
Preferred Qualifications (Investment experience as preferred)
Experience in wealth management investing, trading/implementation, portfolio administration/servicing, or brokerage operations.
Series 7 and Series 63/66 (preferred; not required).
Additional certifications such as CFA, CFP, or CMT (preferred).
Advanced Excel and PowerPoint; comfort using data to define KPIs and evaluate product performance.
Passion for diversity & inclusion and building equitable financial products and experiences.