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hackajob is partnering with JPMorganChase to fill this position. Create a profile to be automatically considered for this role—and others that match your experience.
Job Summary
The Vice President, Digital Portfolio Construction & Analysis Product Manager owns the platformâs product vision, strategy, and near- and medium-term roadmap, translating advisor needs and client outcomes into clear, scalable capabilities. This leader is accountable for delivery from discovery through launch, adoption, and ongoing performance management, and for establishing effective product governance, a reliable delivery cadence, and clear cross-functional decision-making.
The VP will partner closely with Advisors, Investments, Product, Design, Technology, Data/Analytics, and Solutions teams, and will proactively engage Risk/Compliance/Legal to ensure suitability, fiduciary obligations, privacy, and other control requirements are built into product design and delivery. The role requires strong judgment on prioritization, scope, sequencing, and investment trade-offs, and the ability to influence senior stakeholders through executive-ready updates and decision materials.
The VP will incorporate AI-assisted approaches (where approved) to speed up discovery synthesis, draft and refine requirements, iterate on workflow concepts or prototypes, and surface insights from usage data, while maintaining privacy, confidentiality, and all applicable controls.
About the Platform
The Private Bankâs digital portfolio construction and analysis platform empowers JPMorgan advisors to efficiently build, analyze, propose, and implement investment portfolios for clients and prospects. Integrating financial planning, asset aggregation, portfolio and risk analytics, tax optimization, and proposal capabilities, the platform supports personalized investment strategies and seamless portfolio management as a core part of the advisor digital ecosystem.
Core Responsibilities
Product Strategy, Vision, and Roadmap Ownership
Define and communicate a clear product vision and strategy for the portfolio construction and analysis platform, grounded in advisor workflows from planning through implementation, client needs, and business priorities. Own and maintain a near- and medium-term roadmap that is outcome-focused, explicit about dependencies, and transparent about trade-offs, and drive alignment across USPB leadership and partner organizations. Establish a durable operating model for product decisions, including clear intake, prioritization, and governance forums; where approved, use AI-assisted analysis to summarize stakeholder input and highlight options and trade-offs for leadership discussions.
Discovery, Workflow Design, and Capability Definition
Lead discovery with advisors, product specialists, and investment stakeholders to identify the most important pain points and opportunities to improve portfolio design, proposal quality, and implementation efficiency. Translate insights into well-defined capabilities that improve advisor workflows from planning inputs and aggregation through analytics, proposal generation, and implementation. Partner with Design and Research to validate workflow fit and ensure outputs are advisor-ready and client-ready, using approved AI tools to help synthesize interview notes and research, accelerate iteration on workflow concepts, and improve clarity and consistency of written content, with appropriate human review.
Delivery Accountability, Backlog Health, and Release Planning
Own delivery outcomes by ensuring there is a clear definition of what will be delivered, why it matters, and what âgoodâ looks like at launch. Set standards for clear requirements and acceptance criteria, ensure a well-prepared work queue, and partner with Technology leaders to confirm feasibility, sequencing, and platform constraints while managing dependencies across teams. Maintain a reliable delivery cadence and strong release readiness, including launch planning, stakeholder updates, and post-release follow-through; where approved, use AI tools to draft and refine requirements, acceptance criteria, and release communications, with appropriate review and controls.
KPIs/OKRs, Measurement, and Performance Management
Define product goals and success measures tied to business outcomes, including advisor adoption, proposal conversion, cycle-time improvements, and quality and consistency of portfolio outputs, as well as AUM-related impact where measurable. Partner with Data/Analytics to strengthen measurement and reporting through dashboards or scorecards, and use performance insights to guide prioritization and iteration. Establish feedback loops that combine advisor input with usage and outcome data; where approved, use AI-assisted analytics and summarization to identify trends, organize feedback at scale, and translate insights into clear actions.
Risk Management, Controls, and Data Governance
Engage Risk/Compliance/Legal early and consistently to embed controls into requirements and workflows, including suitability considerations, fiduciary obligations, disclosures, and recordkeeping expectations as applicable. Partner with relevant governance stakeholders when advanced analytics or models are used, ensuring appropriate documentation and review pathways when required. Own platform data governance in partnership with Technology and control functions, including privacy, appropriate access, and appropriate use of aggregated or client data; ensure any use of AI tools follows firm guidance on approved tooling, data handling, confidentiality, and any applicable model governance expectations.
Change Management, Enablement, and Communications
Lead change management for advisor-facing releases, including training materials, field readiness, and adoption plans designed to drive measurable behavior change. Coordinate launch readiness across Technology, Design, Operations, and Solutions teams, including a support plan and escalation pathways that protect the advisor experience. Provide clear executive communications through concise updates, decisions needed, roadmap status, and outcomes reporting; where approved, use AI tools to accelerate drafting of training materials, FAQs, and communications, with human review and stakeholder sign-off.
Stakeholder Leadership and Cross-LOB Alignment
Serve as the senior product point of accountability across Advisors, Investments, Technology, Design, Data/Analytics, Solutions, and crossâline of business partners to align priorities, resolve conflicts, and drive outcomes. Build strong senior stakeholder relationships and manage expectations through transparent trade-offs, clear sequencing, and early visibility into delivery risks and mitigation plans.
Vendor and Third-Party Evaluation (as applicable)
Evaluate third-party tools, data, or analytics capabilities where relevant, lead due diligence in partnership with Technology, Procurement, and control functions, and manage vendor performance against agreed outcomes and standards.
People Leadership and Talent Development
Provide mentorship and day-to-day leadership to product team members (formal or informal), raising standards for product craft, stakeholder management, and delivery discipline. Contribute to team capacity planning and role clarity, ensuring the roadmap is supported by the right mix of skills and a sustainable operating rhythm, and coach the team on responsible, policy-compliant use of approved AI tools to improve productivity and quality.
Qualifications & Experience
Preferred Qualifications
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the worldâs 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 applicantsâ and employeesâ 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
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.â
hackajob is partnering with JPMorganChase to fill this position. Create a profile to be automatically considered for this role—and others that match your experience.