International Private Bank, Digital Product

**JOB DESCRIPTION** About Asset and Wealth Management**

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking**.**

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named ‘2019 Best Private Bank for Ultra-High-Net-Worth Clients’ by _Euromoney_: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.

**Our team**

As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organization, the IPB Digital Advisor & Client Solutions Product team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It’s an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally.

**Job description**

As part of the IPB Digital Advisor & Client Solutions Product team, the **IPB Sales Management & CRM Digital Product Manager**, is responsible for leading the efforts to re-imagine the relationship management experience, ensuring an integrated end-to-end journey. Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the digital product strategy and align priorities to ensure we’re solving our user’s biggest problems_._

As a Product Manager, you will be responsible for the product vision and strategies to come up with effective solutions to problems that are **valuable** (our users choose to use them), **viable** (the solution works for the business), **usable** (the users can figure out how to use) and **feasible** (our engineers have the skills and technology to implement them).

You will be required to quickly learn the constraints of our business from Trading, Finance, Operations, Legal, Compliance and Privacy, as well as others, to succeed. The successful Product Manager must also contribute a deep knowledge of our users and the data about how they engage with our products, coupled with tracking of industry trends and the competitive landscape to provide wholesale Product expertise to the business.

You will primarily partner with Technology and Design but consistent engagement with Regional Investment Heads, Solutions Product Development and Operations stakeholders through the entire product management lifecycle will be necessary to ensure the businesses needs are met.

**Responsibilities**:

- Review and analyze the current-state of IPB advisor workflows across the advisor lifecycle: CRM, Onboarding, Wealth Planning/Advice, Trade Execution, and Portfolio Analytics & Reporting.
- Develop future-state along with quick-wins to improve incrementally as we drive the strategic state. Work with advisors and key stakeholders in the region to prioritize opportunities.
- Lead the idea-generation process: ideas, concepts, designs and roadmap for how to bring the designs to life ‘on-screen’ for our advisors to improve their experience.
- Participate in our IPB Advisory Council: The monthly forum for senior advisors to engage and partner on our strategy, roadmap, priorities and projects. This group of advisors will be looking for your leadership to realize the transformation agenda.
- Be very ‘in touch’ with Advisor needs. Must be assessable, ‘on the Advisor floor’, and engaging in gaps in the workflow, processes and experiences.
- Build requirements: Evaluate business problem, request or regulatory requirement. Understand business background, risks/gaps, current operating procedure and systems workflow. Document business requirements.
- Lead local IPB projects: Be the lead product manager in partnership with digital, design and technology. End-to-end management and lead the product delivery