Wealth Management Statements Product Owner

Testing Site - JPMC

Jersey City (NJ)

On-site

USD 125,000 - 170,000

Full time

14 days+

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Job summary

JPMorgan Wealth Management is seeking a Wealth Management Statement Product Owner to drive the product roadmap, groom feature requirements, and lead a product cabinet across 3 technology teams. You will manage backlog through Jira and ensure adherence to agility metrics while coordinating with multiple partners.

The ideal candidate will have prior statement platform experience in financial services, strong written communication skills, and a proven delivery track record in a regulated

Qualifications

  • Prior statement platform experience in financial services industry.
  • Expertise in business requirements writing and communication.
  • Experience with agile product development and software delivery lifecycle.
  • Effective communicator with excellent written communication skills.
  • Proven track record of delivery and new product feature creation.
  • Ability to prioritize projects and efforts according to business need and industry trends.
  • FINRA Series 99 within 120 days.

Responsibilities

  • Represent the Wealth Management Statement platform as subject matter expert in leadership forums and issue escalation matters.
  • Manage the intake of requested statement messages and inserts.
  • Ensure the platform supports business volume growth while meeting regulatory requirements in a controls-based operating model.
  • Create a consistent account statement experience across accounting platforms and client channels.
  • Invest in client experience by adding targeted new features and functionality.
  • Partner with teams to identify impacts and drive requirements grooming for delivery.
  • Review and manage statement messaging intake.
  • Prioritize Epics and Initiatives via quarterly planning with partner teams.

Skills

Agile product development
Requirements writing
Stakeholder management
Effective communication
Leadership
Ability to handle tight timelines

Education

Undergraduate degree

Tools

Jira

Job description

JPMorgan Wealth Management is seeking a Wealth Management Statement Product Owner to drive the product roadmap, groom feature requirements, and lead a product cabinet across 3 technology teams. You will manage backlog through Jira and ensure adherence to agility metrics while coordinating with multiple partners.

The ideal candidate will have prior statement platform experience in financial services, strong written communication skills, and a proven delivery track record in a regulated

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