Product Manager, Vice President - Leads Connect & Strategy

e business impact.

You will work to establish a unified platform for lead management, enabling consistent, efficient conversion of demand into lasting client relationships through data, digital tools, and disciplined execution. You will align lead capture, scoring, advisor workflows, and reporting to unlock the full value of the client and prospect ecosystem at scale. You will set global standards for lead definitions, routing, measurement, and attribution, supporting repeatable growth and transparency for senior leaders.

Job responsibilities

• Develops a product strategy and product vision that delivers value to customers

• Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap

• Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition

• Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability

• Owns the end-to-end lifecycle for Leads Connect, including intake, standardization, qualification, scoring, prioritization, routing, assignment, SLA management, tracking, and outcomes

• Defines and maintains global taxonomy for leads and dispositions, ensuring consistent criteria across platforms and teams

• Establishes operating model and governance cadence with cross-functional partners; publishes playbooks and SLAs

• Drives adoption and accountability across regions and business lines

• Partners with Business Intelligence, Data Science, Marketing, Finance, and Wealth Management to develop and refine lead strategy, propensity models, routing logic, attribution, and optimize lead flow across the Chase ecosystem

• Implements feedback loops and controlled tests to retrain models, improve conversion, and publish actionable scorecards and insights
  • Builds executive dashboards and performance narratives to highlight KPIs, channel performance, bottlenecks, and recommended actions

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in product management or a relevant domain area

• Advanced knowledge of the product development life cycle, design, and data analytics

• Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management

• Bachelor's degree or equivalent experience

• Extensive experience in digital product strategy, wealth management, or financial services, with demonstrated ownership of complex cross-functional programs in a matrixed environment

• Strong expertise in lead generation, scoring, routing, conversion frameworks, and governance; proven ability to influence senior stakeholders and drive alignment across Digital/Tech, Marketing, Finance, and field leadership

• Exceptional communication skills to translate complex data and strategy into clear standards and actionable insights

Preferred qualifications, capabilities, and skills

• Demonstrated prior experience working in a highly matrixed, complex organization

• Experience partnering with digital product and data science teams on propensity models, experimentation, and measurement.

• Familiarity with CRM and lead management platforms, advisor desktop workflows, and client lifecycle analytics.

• Marketing, propensity modeling, or growth analytics background; comfort with A/B testing and causal inference basics.

• Prior experience; experience leading small scrum teams and influencing large, distributed sales/advisor organizations.

ABOUT US

JPMorganChase, 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 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including 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.