Chase · 6 days ago
J.P. Morgan Wealth Management - Performance Reporting Product Delivery Manager
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As a Product Manager in the Wealth Management Performance Reporting product team, you will lead the end-to-end product life cycle, guiding successful launches and ensuring high-quality products that provide customer value.
BankingFinancial Services
Responsibilities
Lead end-to-end delivery for the Performance Reporting product, translating strategy into a multi-release roadmap and executable delivery plans
Own and maintain a prioritized backlog with clear acceptance criteria; ensure alignment to business outcomes
Convert roadmap themes into epics and user stores; lead sprint planning, sequencing, and quarterly planning with the area product owner and supporting teams
Synthesize feedback from advisors and clients to prioritize and refine requirements
Create concise, outcome-oriented communications to stakeholders
Drive advisor outreach and training
Lead the end-to-end quarterly performance report production cycle, coordinating stakeholders to delivery timely and accurate reports
Qualification
Required
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
Domain expertise in investment performance or performance reporting
Demonstrated ability to define and manage requirements
Hands-on experience with Jira and agile product development and software delivery lifecycle practices
Strong stakeholder management and influence skills across technology, operations, legal/risk/compliance/controls, and advisor/client facing teams
Proven execution under tight timelines with proactive issue resolution; ownership mindset and calmness under pressure
Preferred
Demonstrated prior experience working in a highly matrixed, complex organization
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-11
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2026-01-09
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