J.P. Morgan Wealth Management - Vice President - Wealth Engagement - Acquisition Offers Product[...]

J.P. Morgan; New York (NY); On-site; USD 140,000 - 200,000; Full time

Job summary

A leading financial services firm seeks a Vice President for its Wealth Management team to enhance digital growth strategies. You will shape product innovation, collaborate with cross-functional teams, and drive high-quality customer experiences in a dynamic environment, ensuring lasting client relationships.

Qualifications

• Minimum 6 years in digital consumer product development or business analysis.
• Track record of new product and feature delivery.
• Extensive experience leading cross-functional Agile teams.

Responsibilities

• Evolve strategy for new-customer acquisition and existing customer deepening.
• Lead product development lifecycle, collaborate across teams.
• Drive prioritization of defects and optimize customer experiences.

Skills

Digital product development

Business analysis

Stakeholder management

Communication

Job description

You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.

As a Vice President on the J.P. Morgan Wealth Management- Wealth Engagement – Acquisition product team, you will work with designers, engineers, and other partners to expand and enhance our Wealth Management incentive offer capabilities across digital/non-digital platforms to accelerate quality lead generation, increase account opening volumes from our target segments, and deepen relationships with our current client base. Through the digital experiences you create and manage, you will have the opportunity to help people to invest on their own or with an advisor, informed by industry leading proprietary research and third party market data, tools and content, all backed by J.P. Morgan. You will join a team that is passionate about serving clients and improving their experience.With a strong commitment to scalability, resiliency, and stability, youwill collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.Scope for the experience that the team managesincludes web, mobile app, notifications,and text and email.

Job responsibilities

• Evolve the strategy for our new-customer acquisition + existing customer deepening offers to support growth across investing channels, ensuring seamless account opening experiences whether clients are engaging through digital platforms or human-assisted journeys
• Build scalable, flexible frameworks inclusive of digital and CRM capabilities to enhance customer engagement and drive growth in new-customer acquisition.
• Lead the product development lifecycle by collaborating with design, data and UX engineering, agility, and data analytics team members to discover, develop, and build product enhancements that address customer jobs to be done
• Conduct discovery sessions to clarify and prioritize requirements
• Own and write detailed requirements that capture functional, design, analytics, and control/regulatory features
• Review and certify new experiences with Quality Assurance, engineering, and design to ensure it meets expectations
• Facilitate decision-making to make smart trade-offs when appropriate
• Drive the prioritization of any defects found and work with technology on the resolution
• Leverage data-driven experimentation and measurement frameworks to optimize experience and measure progress against OKRs

Required qualifications, capabilities, and skills

• A minimum of 6 years of digital consumer product development or business analyst experience with track record of delivery of new products and features
• Familiarity with an array of financial instruments
• Extensive experience authoring business requirements, defining user stories and leading execution including bringing together cross functional teams within an Agile development framework
• Extensive experience in defining and documenting customer journey
• Proven ability to distill complex ideas into consumable and actionable materials
• Excellent written and verbal presentation skills andcommunication skills
• Commitment and self-motivation suitable to a start-up team in a large organization
• Extensive experience in stakeholder management across all levels and functions, including but not limited to design, engineering, data and analytics, marketing, legal, risk, controls, compliance, etc.

Preferred qualifications, capabilities, and skills

• Experience in brokerage industry and/or digital lead generation
• Experience in building web and mobile native experiences
• Experience in CRM/Salesforce Ecosystem development
• Experience with offer/incentive technology