Digital & Data Transformation, CRM Product Manager, Associate

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Job Description

As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organization, the IPB Digital Advisor & Client Solutions Product team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It's an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally.

Job summary

As an IPB CRM Product Manager, you will be responsible for leading the efforts to re-imagine the relationship management experience, ensuring an integrated end-to-end journey. Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the digital product strategy and align priorities to ensure we're solving our user's biggest problems.

As a Product Manager, you will be responsible for the product vision and strategies to come up with effective solutions to problems that are valuable (our users choose to use them), viable (the solution works for the business), usable (the users can figure out how to use) and feasible (our engineers have the skills and technology to implement them).

You will be required to quickly learn the constraints of our business from Trading, Finance, Operations, Legal, Compliance and Privacy, as well as others, to succeed. The successful Product Manager must also contribute a deep knowledge of our users and the data about how they engage with our products, coupled with tracking of industry trends and the competitive landscape to provide wholesale Product expertise to the business.

You would have excellent communication skills, the ability to influence and negotiate, be able to work as an individual contributor as well as a team, strong skills around the Agile framework, an equal appreciation of the discovery and execution process and able to quantify delivery into success measures.

Job responsibilities

• Understand client and advisor needs. 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.
• Define strategy, operating model, and roadmap to achieve vision and business goals. Owns and drives the product roadmap to meet business goals and provide a leading customer and product experience. Partners with developers and UX designers to deliver intuitive and differentiated user experience. Prioritizes and defines each feature to meet client and business goals, while also meeting control requirements.
• Lead the product development lifecycle by defining requirements (in partnership with other teams), ensuring sprint inputs (e.g. design and requirements) and outputs (e.g. tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. 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, Digital, Technology, Design, Operations, CAO, Servicing and control functions across the International Region

Required Qualifications, Capabilities and Skills

• Some experience in financial services, preferably with experience in wealth management, asset management, digital banking, or a closely related business leading strategic or transformational change.
• Experience of 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.
• Experience in KPI frameworks such as OKRs or HEART to communicate measures of success.
• Proven ability to execute via successful internal partnerships with other organizations.
• Structured thinker, effective communicator with excellent written communication skills.
• Highly self-motivated and ability to remain calm under intense pressure.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

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.