J.P. Morgan Wealth Management - Statements & Tax - Senior Product Associate

The JPMorgan Wealth Management Statements & Tax Product 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 team

 

Job Description

As the Wealth Management Statement Product Owner on the Statements & Tax Product team, you will  drive the product roadmap and define specific, measurable OKRs for the product,  define and groom product feature requirements through the agile framework,  ensure all technology teams are operating  efficiently through consist review of agility metrics, manage and prioritize the product’s backlog based on a comprehensive feedback solicitation and tracking process, and create and lead a product cabinet to ensure all partners are aware of the product roadmap.

 

Job Responsibilities:

 

• Represent the Wealth Management Statement platform as subject matter expert in key leadership forums and issue escalation matters
• Manage the intake of requested statement messages and inserts
• Ensure the statement platform is well positioned to support business volume growth while meeting all regulatory requirements for investment accounts, executed in a controls based operating model through significant investment in platform modernization
• Create a consistent account statement experience across all accounting platforms and client channels
• Continuous investment in client experience  through the addition of targeted new features and functionality
• Partner with various teams across the investments and products platforms to identify key statement impacts and drive requirements grooming sessions to ensure delivery of the expected behavior
• Work with various teams to review and manage the statement messaging intake
• 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 capabilities, capabilities, and skills:

• Prior statement platform experience in financial services industry
• Experience with agile product development and software delivery lifecycle
• Technical acumen as a product owner  
• Expertise in business requirements writing and communication.
• Effective communicator with excellent written communication skills
• Proven track record of delivery and new product feature creation
• Ability to prioritize projects and efforts according to business need and industry trends
• Familiarity with the business services and offerings associated with Chase
• 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
• FINRA Series 99 within 120 days
• Undergraduate degree

 

 

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 comprehensi