
J.P. Morgan Wealth Management - Vice President, Self-Directed Investing Client Benefits
at J.P. Morgan
Posted 17 days ago
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Senior product leader role within J.P. Morgan Wealth Management focused on developing and commercializing client benefits for the Self-Directed Investing business. The VP will research affluent client needs, scope and deliver new benefits, and drive awareness using digital channels and go-to-market strategies. This role leads cross-functional teams (design, engineering, analytics) and communicates decisions and status to stakeholders to deliver high-quality client experiences.
- Compensation
- Not specified
- City
- New York City
- Country
- United States
Currency: Not specified
Full Job Description
Location: NY, United States
Join our global team as a visionary product leader dedicated to enhancing the Self-Directed Investing experience for affluent clients. You will play a pivotal role in shaping the future of client benefits, driving innovation, and delivering high-quality experiences that resonate with our clients.
As a VP in the Self-Directed Investing business, you will lead efforts to understand affluent client needs, inform new feature development, and create new benefits in partnership with wealth management teams and cross-functional teams across the company. Your work will drive awareness of existing relevant benefits for SDI clients, ensuring they are informed and empowered to grow their wealth.
Job responsibilities
- Lead the development of new client benefits by collaborating with wealth management teams and cross-functional partners.
- Conduct research and discovery sessions to understand affluent client needs and inform new feature development.
- Develop and scope new benefits, ensuring alignment with client needs and business goals.
- Create experiences that drive awareness of existing benefits for SDI clients, leveraging digital channels and communication strategies.
- Collaborate with design, engineering, and analytics teams to deliver high-quality experiences that exceed client expectations.
- Facilitate decision-making and prioritize initiatives to optimize client benefits and experiences.
- Present work and communicate status and key decisions clearly and frequently to stakeholders.
Required qualifications, capabilities and skills
- 7+ years of experience in product development, with a focus on client benefits and digital experiences.
- Strong understanding of affluent client needs and experience in the self-directed investing or wealth management industry.
- Proven ability to lead cross-functional teams and drive innovation in a global organization.
- Excellent communication and presentation skills, with the ability to influence and partner effectively across teams.
- Commitment to delivering high-quality experiences and driving client awareness and engagement.





