J.P. Morgan Wealth Management-Client Onboarding Product & Experience-Associate, JPMorgan Chase, Columbus, OH


JPMorgan Chase -
N/A
Columbus, OH, US
N/A

J.P. Morgan Wealth Management-Client Onboarding Product & Experience-Associate

Job description

JPMorgan Chase & 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 and Investment Banking, Commercial Banking and Consumer and Community Banking.As part of the JPM Wealth Management Product & Experience organization, you will build and lead mission-critical processes, develop data-backed approaches, and design solutions. In this role you will be part of the organization leading JP Morgan's digital advisor transformation in the fast-paced digital landscape of financial services. Our Product teams provide critical insights to shape product direction, ensure cross-functional alignment of goals and execution, and help teams drive strategic partnerships and new initiatives. We are a dynamic and entrepreneurial team, we collaborate, we encourage bold ideas, we deliver world class experience for our customers. A successful candidate craves the opportunity to build out new products while also reinvigorating and re-examining established products. You see the big picture and what needs to be done, but more importantly why it is important and how it all fits together. You are a strategic thinker, an outstanding relationship builder, execution-oriented, and a change agent. As a self-driven, multi-tasker with excellent communication skills, you understand and frame issues to make decisions, simplify complex problems, and remove obstacles. You drive seamless and near flawless program execution to meet the needs of a fast-paced organization. Our ideal candidate is can collaboratively build on, and evolve our future of work strategy with a passion and proven acumen for strategy, experience design, process excellence and change management.The JPM WM Client Onboarding & Account Opening team builds scalable and integrated Client and Advisor facing experiences that make it seamless to establish new investment accounts with J.P. Morgan Wealth Management. Across web, mobile and internal platforms, for both self-directed and advisor-driven relationships, the AO team delivers solutions that are delightful to use and impactful for the business, while still meeting the requirements of controls, ops, and other stakeholders. This is an in-demand team supporting a complex product, responsible for making the first impression for the firm of what clients can expect in their wealth management experience. The value you deliver: Interest in working with a broad group of partners to ensure that the account opening experience feels connected to what comes before and after. Strong critical thinking skills and aptitude to become expert in understanding the needs of clients and advisors and defining best-in-class digital experiences to address these needs. Lead requirement-elicitation meetings with appropriate teams to understand the context of critical stakeholder needs, pain points and business impact Engage with Tech Architect to determine architectural impact to Platform and identification of potential impact to other Platforms Participate in preparation tasks for prioritization through Agile planning methods and work with Product Owner to make recommendations into final prioritization decisions Lead release coordination and planning Proactively analyze data and leverage data-driven experimentation and measurement frameworks to ensure that key results are on-track Generate ideas for continuous improvement and process improvements to promote productivity, efficiency, and increased collaboration across multiple scrum teams The experience you bring: 2-5 years of product management or business analyst experience with a strong analytical background; project management experience a plus Can understand the details of complicated subject matter (technical system architecture, industry regulatory requirements) and communicate the important details to partners Experience working closely with user experience designers and software engineers Experience with Adobe Analytics or any web analytics tool is a plus Strong partnership record and ability to build effective business relationships required to leverage parts of the organization when neededThe role of the Product Manager is a pivotal one that is expected to be aware of industry trends, client's needs, and the fundamentals of product development and implementation. The Product team defines, delivers and optimizes the digital platforms, targeting client experience across Wealth Management. You will play a role in managing the current planning platform used by 5,000+ advisors across J.P. Morgan Wealth Management, while also contributing to the rollout of a new, strategic planning platform. We offer innovative tools, products, and solutions to our financial advisors and their clients so we can be sure we're always meeting the changing needs of the industry and staying ahead of our competition. If you're looking for an exciting opportunity that allows you to shape the user experience and help our clients reach their goals, this is the role for youThe JPM Wealth Management (JPMWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors and J.P. Morgan Self-Directed Investing- our digital investing platform as well as J.P. Morgan Investments Direct and J.P. Morgan Personal Advisors - our Remote Wealth Management offering. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.


Full-time 2024-06-22
N/A
N/A
USD

Privacy Policy  Contact US
Copyright © 2023 Employ America All rights reserved.