LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
OR continue with e-mail and password
E-mail address
Password
Don't have an account?
Reset password
Join Canary Wharfian
OR continue with e-mail and password
E-mail address
Username
Password
Confirm Password
How did you hear about us?
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

J.P. Morgan Wealth Management - Vice President, Self-Directed Investing Client Benefits

at J.P. Morgan

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

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

Currency: Not specified

City
New York City
Country
United States

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.
Lead the development and go-to-market strategy of new client benefits for the Self-Directed Investing business.

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

17 days ago

clicks

J.P. Morgan Wealth Management - Vice President, Self-Directed Investing Client Benefits

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: New York City

Country: United States

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.

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.
Lead the development and go-to-market strategy of new client benefits for the Self-Directed Investing business.