Private Client Banking Product Manager and Affluent Growth

Testing Site - JPMC; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

Chase Private Client Banking seeks a high-impact Vice President to lead affluent growth initiatives, elevating client and banker experiences and expanding the value proposition across Consumer Bank and Wealth Management.

In this role, you will partner with sales, marketing, and operations to optimize leads, client assignments, and cross-channel journeys while driving measurable performance and scalable impact.

Qualifications

• 7+ years of experience in product, sales strategy, or business leadership in financial services.
• Proven track record delivering growth and business performance in retail banking or wealth management.
• Strong sales orientation and ability to drive execution with cross-functional partners.
• Excellent communication, interpersonal, and analytical skills.
• Ability to lead through ambiguity, execute in a fast-paced environment, and adapt to changing conditions.

Responsibilities

• Lead Chase Private Client and sales partnership across Chase Private Client and JPMorgan Private Client to deliver industry-leading growth, business performance, and client experience across Consumer Bank and Wealth Management.
• Drive growth across Chase Private Client and JPMorgan Private Client in partnership with marketing and sales by optimizing strategies for affluent leads, client assignment, and sales drive.
• Lead cross-line-of-business sales partnership to maximize client acquisition, retention, and deepening, with a focus on wealth management.
• Develop and execute internal and third-party capabilities to deepen into wealth and expand our value proposition.
• Collaborate with cross-functional teams to deliver exceptional client and banker experiences that drive growth.
• Monitor and assess the impact of growth initiatives on business performance.
• Lead ad hoc strategic initiatives to accelerate growth and deliver seamless banker and client experiences.

Skills

Sales strategy

Product management

Cross-functional leadership

Analytical skills

Communication

Education

Bachelor’s degree in Business or Finance

Job description

Private Client Banking Product Manager and Affluent Growth

New York, NY, United States

Job Information

• Locations 1230 Avenue Of The Americas, New York, NY, 10020, US
• Job Schedule Full time

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

Job Description

Join us to shape the future of affluent banking. As a Vice President in Product Management, you will lead high-impact growth initiatives, elevate client and banker experiences, and expand our value proposition for affluent clients. Collaborate across consumer and wealth businesses to deliver outcomes that matter—measured performance, scaled impact, and relentless execution.

Job Summary

As Vice President in Affluent Banking General Management, you set the vision and execution plan for CPC growth across Consumer Bank and Wealth Management. You partner with sales to advance leads, optimize client assignments, refine cross-channel journeys and deepen relationships into wealth management. You develop and execute internal and third-party capabilities, collaborate cross-functionally, and monitor the impact of growth initiatives to accelerate business performance.

Job responsibilities

• Lead Chase Private Client and sales partnership across Chase Private Client and JPMorgan Private Client to deliver industry-leading growth, business performance, and client experience across Consumer Bank and Wealth Management.
• Drive growth across Chase Private Client and JPMorgan Private Client in partnership with marketing and sales by optimizing strategies for affluent leads, client assignment, and sales drive.
• Lead cross-line-of-business sales partnership to maximize client acquisition, retention, and deepening, with a focus on wealth management.
• Develop and execute internal and third-party capabilities to deepen into wealth and expand our value proposition.
• Collaborate with cross-functional teams to deliver exceptional client and banker experiences that drive growth.
• Monitor and assess the impact of growth initiatives on business performance.
• Lead ad hoc strategic initiatives to accelerate growth and deliver seamless banker and client experiences.

Required qualifications, capabilities and skills

• Bachelor’s degree in Business, Finance, or a related field.
• 7+ years of experience in product, sales strategy, or business leadership in financial services.
• Proven track record delivering growth and business performance in retail banking or wealth management.
• Strong sales orientation and ability to drive execution with cross-functional partners.
• Excellent communication, interpersonal, and analytical skills.
• Ability to lead through ambiguity, execute in a fast-paced environment, and adapt to changing conditions.

Preferred qualifications, capabilities and skills

• Experience leading cross-functional teams.
• Strong leadership and mentoring skills.

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.