Asset & Wealth Management – Product Director – Executive Director jobs in United States
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Chase · 3 months ago

Asset & Wealth Management – Product Director – Executive Director

Chase is a leading financial services firm, and they are seeking a Product Director for their Asset & Wealth Management team. In this pivotal role, you will drive innovation and shape the future of wealth management by building new products and enhancing existing ones through strategic thinking and effective execution.

BankingFinancial Services

Responsibilities

Influence and persuade partners on best way to achieve the best outcomes across multiple roadmaps to reach desired outcomes
Lead the product strategy and development lifecycle by owning and writing detailed requirements with dedicated staff in key product verticals that capture functional, design, and control/regulatory features across the prospect, client, advisor, and service experience. Build out a multi-year product roadmap and translate product strategy into actionable deliverables
Proactively analyze data and conduct discovery sessions to uncover insights that guide business value and impact including competitor reviews, market trends, customer demand, and user behavior
Generate ideas for continuous improvement to promote engagement, improve outcomes, guide efficiency and scale, and increase collaboration across multiple scrum teams in different business units. Leverage data-driven experimentation and measurement frameworks to ensure key results are on track
Set and manage business/ user expectations and day to day interaction; guide consensus and accountability across all functions; lead project planning, weekly meetings, and presentations as needed
Serve as a liaison with other product owners and scrum teams across lines of business and across product structures to ensure goals and requirements are communicated and understood by stakeholders

Qualification

Product managementFinancial services experienceAgile deliveryProject planningProcess design excellenceCommunication skillsJIRAConfluenceAI capabilitiesChange management

Required

8+ years of experience working in product management and/or program management roles to deliver client and advisor facing digital products and experiences
10+ years of experience in financial services
Structured thinker and effective communicator with excellent written communication skills
Experience developing project plans covering multiple product and cross-functional teams (product, technology, design, operations, legal/risk/compliance.)
Experience driving delivery in a large-scale organization across multiple stakeholders and multiple scrum-teams with complex dependency management
Experience delivering problem statements, user personas, process documentation, use cases/high-level requirements and supporting user experience design/prototyping. Adept at influencing peers with diverse points of view and building consensus
Agile delivery experience

Preferred

Highly self-motivated with ability to remain composed under pressure and excel during periods of ambiguity
Experience in wealth management, B2B2C organizations, or leading execution of closely related strategic or transformational change
Knowledge of JIRA, Confluence and others
Comfortable with ambiguity, ability to act independently, demonstrate leadership and take initiative but work equally well within a dynamic and fast paced team environment
Working or experimenting with AI capabilities in the context of product development
Interacting and partnering with global colleagues to achieve strategic alignment and/or consensus

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase