ConnectWealth, Client Reporting Product Management, Analyst

JPMorgan Chase - Jersey City, NJ

Full-time

Jersey City, NJ

Credit Intermediation and Related Activities

About the position

The Client Reporting Product Manager will lead the development of new reporting standards for U.S. Wealth Management and the Global Private Bank, enhancing the client and advisor experience. This role involves transforming product delivery and ensuring continuous value for customers. The Product Manager will define the product vision, goals, and objectives, prioritize delivery, and maintain legacy reporting platforms as part of the Connect Wealth Program, which aims to improve the operating model for managed accounts.

Responsibilities

• Facilitate end-to-end product delivery journey activities, including intake, dependency management, release management, and product operationalization.
• Ensure adherence to JPMC risk, controls, and compliance requirements, supporting the product management framework across functional partners.
• Maintain visibility over product timelines and dependencies, resolving blockers and impediments, and liaising with stakeholders and functional partners.
• Collaborate with delivery teams to define best practices and drive efficiency improvements through post-release reviews.
• Support post-implementation activities, including creating reporting and analytics on tool adoption and hosting production huddles to address issues.
• Coordinate technology and budget planning processes for the managed accounts roadmap.
• Demonstrate teamwork and collaboration across functions and lines of business.
• Monitor program guidelines by clearly defining and tracking program updates.
• Assist in planning pilots and rollouts of new capabilities, including communication, training, and feedback mechanisms.
• Gather client and advisor insights to inform product roadmap and development, contributing to the product lifecycle.
• Utilize user data, performance metrics, and industry trends to shape design and roadmap.
• Foster strong relationships with delivery partners across Wealth Management and the Global Private Bank.

Requirements

• Prior experience in financial services industry, preferably in wealth management or investments.
• Prior experience in advisory services and/or tools.
• Experience delivering products, projects, or technology applications.
• Proven ability to execute via successful internal partnerships.
• Strong communication and organization skills.
• High level of proficiency using Microsoft Office products (PowerPoint, Word, Excel).

Nice-to-haves

• Familiarity with agile methodology is preferred.