Strategic Product Owner, Enrollment & Client Reporting

Testing Site - JPMC; Jersey City (NJ); On-site; USD 100,000 - 150,000; Full time

Job summary

Testing Site - JPMC is seeking an Enrollment & Client Reporting Product Owner for Managed Investments to drive strategic platform initiatives across lines of business, with exposure to International and US markets.

You will collaborate with stakeholders across business management, design, technology, and compliance to transform our managed investment platforms, delivering high-quality requirements and leading cross-functional teams.

Qualifications

• 4-5+ years in the financial services industry, preferably wealth management.
• Experience in project management, management consulting, and change management supporting large-scale business and technology initiatives.
• Proficiency in Agile and Waterfall methodologies, with the ability to adapt to hybrid practices.
• Excellent communication skills, with the ability to provide clear and succinct updates for all organizational levels.
• Ability to build relationships and influence colleagues, technical, and functional partners.
• Strong analytical skills and the ability to synthesize information to reach logical conclusions.
• Demonstrated proficiency with MS Excel, Word, and PowerPoint.
• Experience collaborating with multiple teams and coordinating cross-functional initiatives.

Responsibilities

• Develop business requirements in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams.
• Document business requirements in Epic/Story format using JIRA.
• Lead story refinement and grooming sessions with technology partners.
• Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases.
• Support and participate in the design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and timely delivery.
• Maintain a client and customer focus by identifying trends and improving processes on a global basis.
• Manage risk and controls by understanding the regulatory/legal landscape related to investment products and ensuring compliance with established procedures and regulations.

Skills

Financial services experience

Wealth management

Project management

Change management

Agile and Waterfall

Stakeholder management

Communication skills

Analytical thinking

MS Excel

Cross-functional collaboration

Tools

JIRA

Alteryx

SQL

Tableau

QlikSense

Job description

Testing Site - JPMC is seeking an Enrollment & Client Reporting Product Owner for Managed Investments to drive strategic platform initiatives across lines of business, with exposure to International and US markets.

You will collaborate with stakeholders across business management, design, technology, and compliance to transform our managed investment platforms, delivering high-quality requirements and leading cross-functional teams.