Wealth Management, Head of IPB Managed Accounts Platform, MD

Job Description Organization Description
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Employer Description
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
Job description
The Head of IPB Managed Accounts Platform is responsible for leading the efforts to enhance and revolutionize our Managed Accounts platform across the International Private Bank (IPB). Through partnership with the business, advisors, senior leaders, and technologists, this individual will act as the business owner and be empowered to make decisions on the initiative and align priorities to ensure successful execution.
As a product owner, you will lead the IPB Managed Accounts platform across multiple projects and initiatives including Advisor Tools, tax-efficient investing, sustainability, servicing, Personalization at scale, Unified Managed Accounts, and portfolio implementation. You will define the product vision, goals and objectives, requirements, and prioritize delivery of workstreams to maximize the business value of the initiative.
Your ability to understand client needs, user journeys, then set a strategic direction and ensure execution in an agile framework is critical for success. You will partner closely with the Solutions leadership team, Design, Digital, Operations and Technology stakeholders on driving product enhancements through the entire product management lifecycle and delivering innovative solutions to IPB clients and advisors.
Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding analytical and research skills. In addition to being a seasoned, well trained professional, the successful candidate should be a strategic thinker with the ability to inspire confidence and have a management style that fosters teamwork and collaboration.
Core Responsibilities

• Understand client and advisor needs : Have a deep understanding and appreciation of the competitive landscape and invests in a deep understanding of the business opportunity, advisor & client needs and competitive landscape to inform which initiatives and features to pursue. Participates in research to uncover advisor & client needs, and to inform feature definition so that it is relevant and useful.
• Manage the governance of the RIA-based framework across the platform: Drive dependency analysis and prioritization in delivering consistent advice and encourage collaboration of RIA as one common platform
• Defines strategy, operating model, and roadmap to achieve vision and business goals : Determine the priority of projects and business capabilities. Manage the roadmap with prioritization and milestones that achieve a desired outcome within a specified timeframe. Partners with Investment Solutions and Investments & Advice leadership to deliver features that meet client and business goals, while also meeting control requirements.
• KPI's: Drive disciplined performance management by clearly defining and tracking of key performance indicators.
• Drive Coordination between Investments & Product Partners: Work closely with all Product Owners and partners to ensure that work is aligned, prioritized consistently, and delivers a cohesive experience.
• Leads the product development lifecycle Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partner with Technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response.
• Establish approach to pilot/rollout new capabilities , including objective/scope, communication, training/support, and feedback/metrics.
• Embody true "customer-obsession": in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and advisor feedback to shape our design and roadmap.
• Develop and maintain deep relationships with delivery partners: including senior leaders, Technology, Operations, and control functions across the Private Bank.

Qualifications

• 10+ years' experience preferred in Wealth Management, Private Bank, or Asset Management industry, ideally in an investment, business development, or product owner capacity . Experience running a UMA program is required. Knowledge of platform capabilities and technologies is a plus.
• Experience building a strategy and roadmap across a large, diverse, global organization.
• Extensive experience managing product delivery across multiple work streams with varying timelines, priorities, and complexities, ultimately launching new / enhanced product to market
• Ability to prioritize projects, say 'no' when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals.
• Capability to quickly analyze business practices to identify risk and develop innovative solutions
• Has technical acumen to understand underlying systems and basic technology aspects. Familiar with agile methodology and similar processes used by a technology organization to execute. Demonstrates success working in an agile environment and partnering with scrum teams.
• Proven ability to execute via successful internal partnerships with other organizations.
• Influence peers with diverse points of view and build consensus.
• Excellent leadership skills and ability to manage multiple stakeholders - Product Cabinet, Business Sponsor, Stakeholder Mapping
• Structured thinker, effective communicator with excellent written communication skills.
• Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.

About Us JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
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 coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.