J.P. Morgan Wealth Management - Vice President - Wealth Engagement

ents, and deepen relationships with our current client base, all through an omni-channel lens. Through the personalized digital experiences you create and manage, you will have the opportunity to help people invest on their own or with an advisor, informed by industry-leading proprietary research and third-party market data, tools, and content, all backed by J.P. Morgan. You will join a team that is passionate about serving clients & advisors and improving their personalized experience. With a strong commitment to scalability, resiliency, and stability, you will collaborate closely with cross-functional teams to deliver high-quality personalized products that exceed expectations. Scope for the experience that the team manages includes web, mobile notifications, and text and email notifications.

Job Responsibilities:

• Evolve the strategy for our new-customer acquisition and existing customer deepening insights to support growth across investing channels, ensuring seamless experiences across all communication channels (ie. Nudge, email, ad, etc.) with clear next steps for both WM Prospects and existing clients.

• Build scalable, flexible frameworks inclusive of digital and CRM capabilities to enhance customer/advisor engagement and drive growth in new-customer acquisition/deepening.

• Lead the product development lifecycle by collaborating with design, data and UX engineering, agility, and data analytics team members to discover, develop, and build product enhancements that address customer jobs to be done.

• Conduct discovery sessions to clarify and prioritize requirements.

• Own and write detailed requirements that capture functional, design, analytics, and control/regulatory features.

• Review and certify new experiences with Quality Assurance, engineering, and design to ensure it meets expectations.

• Facilitate decision-making to make smart trade-offs when appropriate.

• Drive the prioritization of any defects found and work with technology on the resolution.

• Leverage data-driven experimentation and measurement frameworks to optimize experience and measure progress against OKRs.

Required Qualifications, Capabilities, and Skills:

• 6+ years of digital consumer product development or business analyst experience with a track record of delivery of new products and features.

• Familiarity with an array of financial instruments.

• Extensive experience authoring business requirements, defining user stories, and leading execution including bringing together cross-functional teams within an Agile development framework.

• Extensive experience in defining and documenting customer journey.

• Proven ability to distill data and complex ideas into consumable and actionable materials.

• Excellent written and verbal presentation skills and communication skills.

• Commitment and self-motivation suitable to a start-up team in a large organization.

• Extensive experience in stakeholder management across all levels and functions, including but not limited to design, engineering, data and analytics, marketing, legal, risk, controls, compliance, etc.

Preferred Qualifications, Capabilities, and Skills:

• Experience in brokerage industry and/or digital lead generation.

• Experience with data/audience targeting technology.

• Experience in building web and mobile native experiences.

• Experience in CRM/Salesforce Ecosystem development.

ABOUT US

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 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.

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.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & 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.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.