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

The JPMorgan Wealth Aggregation and Analytics product team defines and executes on the strategy for multiple vendor products for performance reporting, risk analysis and estate planning focused on offering a total solution for managing financial, investment, planning, and other comprehensive needs of high-net-worth families and the advisors who serve them.  This includes investment client specific capabilities such as client performance aggregation, estate planning, proposal building, portfolio risk analysis & monitoring, and corporate cash management to support investment management and coordinated financial management of a family's entire balance sheet. 

The Analytics Reporting Senior Product Associate role is focused on leading the ongoing integration and driving adoption of Aladdin Wealth and Vanilla, for JP Morgan Wealth Advisors.   Additionally, the role includes vendor relationship management across the product offering.

As the Analytics Reporting Senior Product Associate on the Wealth Aggregation and Analytics team, you will serve as a subject matter expert on the Aladdin Wealth and Vanilla applications and all key functionality of the software. Support advisors and clients as a key point of contact for Aladdin and provide high touch ongoing product support. Act as a key JPMorgan relationship point of contact for Aladdin and Vanilla partners. Liaise with Aladdin 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

• Define and groom product feature requirements supporting the proposal and estate planning product roadmaps through the agile framework
• Prioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams' capacity and plan product releases
• Create and socialize detailed product updates to represent the product in key community forums such as budget planning, monthly cabinets and business reviews
• Collaborate with the delivery manager to manage workflow of Stories and Epics in Jira/Align for accurate reflection of progress completion 
• Coordinate with other product teams delivery expectations and work through blockers
• Serve as the product subject matter expert and key escalation point for training and inquiry resolution to ensure consistent production quality
• Build relationships with cross-functional teams, including Business, Front office and Technology teams to understand pain points and drive solutions
• Collaborate with legal, risk, compliance and controls to ensure the product is delivered to advisors and clients within the current reporting standards
• Partner with product finance partners to ensure Aladdin engagement is kept current with respect to third party vendor management, budgeting & payment processing 

Required qualifications, capabilities, and skills:

• Prior experience with Aladdin or portfolio risk analysis or client reporting software services, and/or Vanilla or estate/goals/income-based planning software services
• Experience with Jira, Align, agile product development and software delivery lifecycle
• 5+ years of experience in the financial services industry, with 1+ in product management
• Experience in portfolio reporting and investment performance methodologies with an understanding of complex investment products 
• Proven track record of new product feature creation and delivery
• Experience working with senior management and front office financial advisors
• Effective communicator with excellent written communication skills
• Undergraduate degree
• FINRA SIE and Series 99 required within 120 days of hire

 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
• Familiarity with the business services and offerings associated with Chase
• Technical acumen as a product owner is desired.  

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).

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

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.