Asset Management - Product Strategy – Retirement & Models - Executive Director jobs in United States
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Chase · 3 months ago

Asset Management - Product Strategy – Retirement & Models - Executive Director

Chase is a leading financial services firm, and they are seeking an experienced Product Strategist to join their Asset Management team. This role focuses on the defined contribution market and model portfolios, shaping the product roadmap, driving innovation, and conducting competitive landscaping to ensure offerings remain competitive in the industry.

BankingFinancial Services

Responsibilities

Lead the strategy and execution of the product roadmap for defined contribution market and model portfolios, ensuring alignment with key stakeholders and client needs
Collaborate with cross-functional teams, including portfolio management, marketing, and client advisors, to enhance product offerings and drive innovation. Examples of this include considering alternative investments within Defined Contribution offerings or model portfolios
Act as a subject matter expert and thought leadership partner within the Retirement Leadership and Models Teams
Represent J.P. Morgan’s product roadmap and innovation for Defined Contribution and Model Portfolios at industry events
Assess emerging trends and regulatory changes to develop views and proactively guide product strategy
Stay informed on innovations by engaging in key industry forums
Provide competitive insights and support internal training on retirement strategies and models

Qualification

Product strategyDefined contribution expertiseModel portfolios knowledgeCFA designationProject managementAnalytical skillsStrategic thinkingProblem-solving skillsCommunication skillsInterpersonal skills

Required

10-12 years of experience in product strategy, product management, or a related role within the financial services industry, with a focus on defined contribution plans and model portfolios
Strong understanding of the Defined Contribution and Model Portfolios markets, investment products, and regulatory environment
Proven track record of developing and executing successful product strategies
Excellent analytical, strategic thinking, and problem-solving skills
Strong project management, communication and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively

Preferred

CFA designation is a plus
Strong experience in the retirement space a plus

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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