Wealth Management Solutions. Product Development - Vice President

JPMorgan Chase & Co.; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. Wealth Management Solutions seeks a Senior Product Manager to lead the full lifecycle of mutual fund development within the Six Circles platform, spanning feasibility, design, governance, and implementation.

Collaborate with CIO, sub-advisers, and legal/compliance teams to launch innovative investment solutions while ensuring regulatory alignment and scalable operations. You will manage cross-functional programs, build executive-ready materials, and drive strategic

Qualifications

• 7+ years of experience in financial services, preferably in product development of 1940 Act investment vehicles (mutual funds, ETFs).
• Strong knowledge of mutual funds and other managed investment products, including their operational, governance, and regulatory frameworks.
• Demonstrated experience leading complex, cross-functional initiatives, including product launches, restructurings, operational enhancements, or regulatory change implementation.
• Ability to provide thought leadership on investment product design, platform capabilities, and operating models, balancing investment objectives with operational, regulatory, and business considerations.

Responsibilities

• Lead all phases of the product development life-cycle for new mutual fund launches, including feasibility analysis, investment design, governance approvals, and end-to-end implementation.
• Provide thought leadership on investment solutions, product structure, and platform evolution, partnering with CIO, sub-advisers, and key stakeholders to develop innovative approaches that enhance portfolio construction, improve scalability, and support evolving client and business needs.
• Drive the development and implementation of new investment strategies, sub-adviser relationships, and product enhancements across the Six Circles platform.
• Partner closely with CIO, the sub-advisers, and internal stakeholders, including Legal, Compliance, Middle Office, and Fund Administration, to support the ongoing management and enhancement of existing products.
• Lead strategic initiatives that promote innovation, operational efficiency, and the continued evolution of the complex.
• Develop and manage complex cross-functional project plans, coordinating stakeholders to deliver product, regulatory, operational, and governance initiatives.
• Manage key relationships with sub-advisers and service providers to support successful product implementation, oversight, and ongoing platform enhancement.

Skills

Communication skills

Presentation skills

Project management

Analytical thinking

Cross-functional collaboration

Strategic thinking

Leadership

Problem-solving

Attention to detail

Education

SIE license

Series 7 license

Series 63 license

Tools

Excel

PowerPoint

Python

Job description

As part of Wealth Management Solutions, the U.S. Funds Product Development team is responsible for the design, development, launch, and ongoing management of proprietary mutual funds within the Six Circles Fund complex. The complex consists of 10 mutual funds designed exclusively for JPMorgan discretionary portfolios managed by the Chief Investment Office (CIO) and sub‑advised by leading third‑party asset managers. The team oversees the full product lifecycle, including new product development, enhancement of existing offerings, and management of strategic relationships with sub‑advisers. Operating within a highly regulated environment governed by the SEC and the Investment Company Act of 1940, the Six Circles platform utilizes more than a dozen sub‑advisers and supports more than $150 billion in client assets.

Job Responsibilities

• Lead all phases of the product development life‑cycle for new mutual fund launches, including feasibility analysis, investment design, governance approvals, and end‑to‑end implementation.
• Provide thought leadership on investment solutions, product structure, and platform evolution, partnering with CIO, sub‑advisers, and key stakeholders to develop innovative approaches that enhance portfolio construction, improve scalability, and support evolving client and business needs.
• Drive the development and implementation of new investment strategies, sub‑adviser relationships, and product enhancements across the Six Circles platform.
• Partner closely with CIO, the sub‑advisers, and internal stakeholders, including Legal, Compliance, Middle Office, and Fund Administration, to support the ongoing management and enhancement of existing products.
• Lead strategic initiatives that promote innovation, operational efficiency, and the continued evolution of the complex.
• Develop and manage complex cross‑functional project plans, coordinating stakeholders to deliver product, regulatory, operational, and governance initiatives.
• Manage key relationships with sub‑advisers and service providers to support successful product implementation, oversight, and ongoing platform enhancement.

Required Qualifications, Skills and Capabilities

• 7+ years of experience in financial services, preferably with experience in product development of 1940 Act investment vehicles (mutual funds, ETFs).
• Strong knowledge of mutual funds and other managed investment products, including their operational, governance, and regulatory frameworks.
• Demonstrated experience leading complex, cross‑functional initiatives, including product launches, restructurings, operational enhancements, or regulatory change implementation.
• Ability to provide thought leadership on investment product design, platform capabilities, and operating models, balancing investment objectives with operational, regulatory, and business considerations.
• Exceptional project management and organizational skills, with the ability to manage multiple concurrent priorities, mitigate risks, and deliver results in a fast‑paced environment.
• Strong communication and presentation skills, including the ability to synthesize complex concepts into clear recommendations and executive‑ready materials.
• Proven ability to influence outcomes and build consensus across diverse stakeholder groups, including investment professionals, senior management, control functions, and external partners.
• Strong analytical and problem‑solving skills, with the ability to challenge assumptions, identify risks, and develop practical solutions to complex issues.
• Collaborative team orientation coupled with strong ownership, attention to detail, and accountability for delivering high‑quality results.
• Proficiency with core MS Office applications (e.g. Excel and PowerPoint); experience leveraging data analytics, AI tools, or programming languages (e.g., Python) is a plus.
• SIE, Series 7, and 63 licenses.