Chase Wealth Management, Product Manager, Vice President

hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role.

JOB DESCRIPTION

We are seeking a Vice President - level Product Manager to own a key portion of the delivery agenda for the Managed Account Servicing workstream across Private Bank, Chase Wealth Management (CWM), and International Private Bank (IPB). This role will drive disciplined execution across high-visibility initiatives with complex cross-functional dependencies (business, technology, data, reporting, and controls), ensuring continuity, risk reduction, and consistent decision-making through critical milestones.

Managed Account Servicing underpins core advisor operating workflows, supporting 2M+ workflows annually, enabling the migration of 1.4M accounts to Connect Wealth, and advancing the path to UMA through 2027 - directly impacting advisor experience and client communications.

Key Responsibilities:

• Provide autonomous, VP-level delivery leadership for the Servicing roadmap across multiple high-visibility initiatives (e.g., CWM/PB UMA, Transition expansion, Phase In, Service Global Ops model, new strategy launches, GSTP automation).
• Own end-to-end workstream delivery across multiple teams, including delivery strategy, operating cadence, governance, and integrated planning.
• Build and maintain an integrated plan across business, technology, data, reporting, and controls; manage cross-team dependencies, sequencing, and critical-path execution.
• Drive requirements definition and acceptance criteria in partnership with product, technology, operations, and control partners; ensure clarity of scope, priorities, and success metrics.
• Lead delivery execution through sprint planning, development, testing/UAT, release readiness, cutover planning (as applicable), and post-release stabilization.
• Ensure production readiness and delivery quality, including issue/risk management, escalation paths, decision logs, and stakeholder communications.
• Provide leadership coverage and continuity for Servicing team leads.
• Support business-critical programs at scale across:
  • Private Bank:
    Deliver advisor workflows and servicing capabilities aligned to USPB UMA and the path to UMA in 2027, while supporting the broader USPB roadmap (e.g., Transition expansion, Phase In).
  • CWM:
    Enable the migration of 1.4M accounts from legacy platforms to Connect Wealth, including advisor, operations, and client communications.
  • IPB:
    Expand Servicing as a strategic global platform supporting 2,000 advisors, including readiness for the Service Global Ops model and new strategy launches

ABOUT US

JPMorgan

Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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,…