US Private Bank, Digital Portfolio Construction & Analysis Product Manager - Vice President

Job Summary 

The Vice President, Digital Portfolio Construction & Analysis Product Manager owns the platform’s 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 Bank’s 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 “good” 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