Vice President, JPMorgan Chase Private Client Financial Product Manager - Affluent Segment

JP Morgan Chase; New York (NY); On-site; USD 180,000 - 250,000; Full time

Job summary

JP Morgan Chase is seeking a Vice President, Product Manager – Private Client in Affluent banking to drive growth initiatives across consumer banking and wealth management. You will align strategies with sales and cross-functional teams to optimize lead and client assignment and measure performance.

The role focuses on improving cross-channel journeys, client conversion, and deepening client relationships into wealth management, with emphasis on disciplined execution and measurable outcomes.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 7 years of product management, sales strategy, or business leadership experience in financial services.
• Experience delivering measurable growth in retail/affluent banking or wealth management.
• Experience partnering with sales and cross-functional stakeholders to drive execution against goals.
• Experience using data and metrics to evaluate initiatives and inform decisions.
• Ability to structure ambiguous problems into clear plans, milestones, and ownership.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Lead growth initiatives that improve private client acquisition, retention, and relationship deepening across consumer banking and wealth management
• Partner with sales stakeholders to improve lead management, client assignment, and sales campaign effectiveness
• Define and optimize cross-channel client journeys to improve conversion and deepen relationships into wealth management
• Coordinate with marketing partners to support client acquisition and engagement strategies aligned to agreed priorities
• Develop, evaluate, and implement internal and third-party capabilities that enhance the private client value proposition
• Collaborate with cross-functional teams to improve banker tools, enablement, and end-to-end experiences
• Establish success measures and monitor performance to assess impact and guide iteration
• Identify risks, dependencies, and delivery blockers; drive timely resolution and escalation where needed
• Communicate progress, insights, and recommendations through clear updates and leadership-ready materials

Skills

Product management

Sales strategy

Business leadership

Data-driven decisions

Cross-functional collaboration

Education

Bachelor’s degree or equivalent

MBA or equivalent advanced degree

Job description

Help shape how affluent clients experience private client banking and how frontline teams support their financial goals. In this role, you will lead initiatives that improve acquisition, retention, and relationship deepening through disciplined execution and measurable outcomes. You will partner across consumer banking and wealth management to align priorities, remove blockers, and scale what works. If you enjoy turning strategy into delivery and improving experiences for clients and bankers, this role offers meaningful impact.

Job summary

As a Vice President, Product Manager – Private Client in Affluent banking, you will drive the strategy and execution of growth initiatives that improve client acquisition, retention, and relationship deepening across consumer banking and wealth management. You will partner closely with sales and cross-functional teams to optimize lead and client assignment strategies, improve cross-channel journeys, and measure results to continuously improve performance.

Job responsibilities

• Lead growth initiatives that improve private client acquisition, retention, and relationship deepening across consumer banking and wealth management
• Partner with sales stakeholders to improve lead management, client assignment, and sales campaign effectiveness
• Define and optimize cross-channel client journeys to improve conversion and deepen relationships into wealth management
• Coordinate with marketing partners to support client acquisition and engagement strategies aligned to agreed priorities
• Develop, evaluate, and implement internal and third-party capabilities that enhance the private client value proposition
• Collaborate with cross-functional teams to improve banker tools, enablement, and end-to-end experiences
• Establish success measures and monitor performance to assess impact and guide iteration
• Identify risks, dependencies, and delivery blockers; drive timely resolution and escalation where needed
• Communicate progress, insights, and recommendations through clear updates and leadership-ready materials

Required qualifications, capabilities and skills

• Bachelor’s degree or equivalent work experience
• 7 years of experience in product management, sales strategy, or business leadership within financial services
• Experience delivering measurable growth outcomes in retail banking, affluent banking, and/or wealth management
• Experience partnering with sales teams and cross-functional stakeholders to drive execution against defined goals
• Experience using data and performance metrics to evaluate initiatives and inform decisions
• Ability to structure ambiguous problems into clear plans, milestones, and ownership
• Ability to manage multiple priorities and deliver in a fast-paced environment

Preferred qualifications, capabilities and skills

• Master of Business Administration (MBA) or equivalent advanced degree
• Experience leading cross-functional delivery teams and influencing without formal authority
• Experience selecting and managing third-party capabilities (for example, vendors or platforms) to support business outcomes