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JPMorganChase

J.P. Morgan Wealth Management – Vice President - Product Journey Lead– Online Investing Workplace Strategies

Posted 5 Days Ago
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Hybrid
New York, NY, USA
Senior level
Hybrid
New York, NY, USA
Senior level
Lead end-to-end product journeys for workplace stock plan self-directed experiences: define strategy and roadmap, run discovery and cross-functional workshops, map processes, manage timelines and capacity, oversee launch readiness and go-to-market execution, track OKRs and metrics, and mitigate risks while aligning stakeholders across Product, Technology, Data, Legal, Risk, and Change teams.
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J.P. Morgan Wealth Management – Vice President - Product Journey Lead– Online Investing Workplace Strategies 

 

The Online Investing Workplace Strategies Team is dedicated to delivering integrated, end-to-end experiences for J.P. Morgan Workplace Solutions corporate clients, participants, bankers, and financial advisors. 

As Vice President, Journey Lead, on the Workplace Strategies team, you will own and drive the product journey from ideation to launch, from translating the strategic vision into actionable business cases and clear problem statements. You will define the operating model supporting the user journey, lead go-to-market execution, and conduct deep analysis of current state and industry trends to influence decisions for the target state. This role requires strong cross-functional leadership, strategic thinking, and the ability to optimize processes and outcomes for clients and stakeholders in a dynamic, fast-paced environment.

Key Responsibilities:

  • Define and drive the strategic vision and roadmap for the Stock Plan Self-Directed Experience, translating business objectives into actionable plans and high-impact solutions. 
  • Lead the design and optimization of end-to-end product journeys for Workplace corporate clients and participants, ensuring alignment with client needs and business goals.
  • Partner with Product, Technology, Data, Design, Legal, Risk, Compliance, and Change Management teams to deliver integrated, best-in-class solutions.
  • Conduct deep analysis of current state, industry trends, and market landscape to make informed product decisions and influence the target state.
  • Oversee business process mapping, critical path timelines, and capacity planning to ensure timely delivery of milestones and program objectives.
  • Organize and lead cross-functional working groups, discovery workshops, and executive decision-making sessions to drive alignment and obtain stakeholder approvals.
  • Oversee launch readiness, including field and service training, communications, and stakeholder engagement, ensuring seamless rollout and adoption.
  • Identify, report, and mitigate risks and issues throughout the product lifecycle, providing regular updates to leadership and escalations as needed.
  • Establish and monitor key metrics, OKRs, and reporting requirements to measure success and drive continuous improvement.

 

 

Required qualifications, capabilities, and skills

  • Bachelor’s degree required; MBA or advanced degree preferred.
  • 7+ years of experience in Product Management, Product Strategy or Program Management roles. 
  • Experience within Financial Services, Wealth Management, Equity Compensation and/or Core Business activities.
  • Proven track record of leading end-to-end product journeys and delivering complex, cross-functional initiatives.
  • Strong strategic thinking and analytical skills, with experience conducting market and industry analysis.
  • Demonstrated ability to translate business strategy into actionable roadmaps and high-impact solutions.
  • Exceptional leadership and stakeholder management skills, with experience influencing and aligning senior leaders and cross-functional teams.
  • Deep understanding of go-to-market execution, including launch readiness, training, communications, and adoption strategies.
  • Experience navigating legal, risk, compliance, and control frameworks within a large organization.
  • Advanced executive presentation and communication skills, including the ability to synthesize complex information all audiences.
  • Proficiency with product journey mapping, and analytics.

Preferred qualifications, capabilities, and skills

  • Strong organizational and project management skills, with a proven ability to manage multiple priorities and deliver results in a fast-paced environment.
  • Ability to drive change, manage ambiguity, and foster a culture of continuous improvement.
  • Proficient in PowerPoint, Pitch Pro, and Excel.

 

 

About Us

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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
HQ

JPMorganChase New York, New York, USA Office

270 Park Avenue, New York, NY, United States, 10017-2014

JPMorganChase New York, New York, USA Office

4 Metrotech Center, New York, NY, United States, 11201

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