J.P. Morgan Wealth Management, Senior Associate - Tax Area Product Owner

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.

The J.P. Morgan Wealth Management (USWM) 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, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~one trillion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. 

The JPMorgan Wealth Management Statements & Tax reporting 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 teams.

The Tax Area Product Owner role supports and aligns to the overall objectives of the Statements & Tax product. The Tax Area Product Owner will drive the product roadmap and define specific, measurable OKRs for the product. Help define and groom product feature requirements through the agile framework and assist operations teams and advisors with client inquiries. You Ensure all technology teams are operating efficiently through the consistent review of agility metrics. Aid in creation and delivery of a monthly product cabinet to ensure all key partners are aware of the product roadmap

Job responsibilities
•    Ensure all regulatory reporting requirements are met for all JPM WM investment accounts
•    Create a consistent cost basis and tax statement experience across all accounting platforms and client channels
•    Enable the tax platform to support future growth by driving the tax engine migration initiative
•    Coordinate with other product teams to agree on delivery expectations and work through blockers 
•    Work with technology teams to prioritize and plan product releases
•    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 qualifications, capabilities, and skills

•   5 plus years of industry experience, including Experience with Jira, Align, agile product development and software delivery lifecycle
•    Prior experience with cost basis or product ownership is desired
•    Effective communicator with excellent written communication skills
•    Proven track record of new product feature creation and delivery
•    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

 

Preferred qualifications, capabilities, and skills 
•    FINRA Series 99 or willingness to obtain within 120 days

 

 

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. For those in eligible roles, discretionary incentive compensation which may be 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