ConnectWealth, Managed Account Product Owner

$122,550 - $201,000/Yr

JPMorgan Chase - New York, NY

Full-time - Senior

New York, NY

10,001+ employees

Credit Intermediation and Related Activities

About the position

As the Managed Account Product Owner at ConnectWealth, you will lead the development of a strategic UMA platform that supports Managed Account offerings for the Global Private Bank and US Wealth Management. This role involves collaborating with various stakeholders to design and deliver innovative solutions that enhance the client experience and streamline operations. You will manage a team of Product Owners, focusing on creating a seamless experience for Advisors and clients, while ensuring compliance with regulatory standards and driving operational readiness.

Responsibilities

• Forge strong partnerships with stakeholders, including business management, design, operations, Legal, Compliance, and Risk teams.
• Drive UI and UX design processes to enhance user experiences.
• Ensure documentation of business requirements in Epic/Story format using JIRA.
• Prioritize requirements within an Agile framework, managing interdependencies across workstreams and systems.
• Lead story refinement sessions with tech partners.
• Collaborate with the UAT team to support test planning, acceptance criteria conditioning, and product support during testing.
• Utilize analytical and problem-solving skills to identify trends and enhance processes for customers and the business.
• Drive operational readiness, lead system demonstrations, manage release planning, and ensure timely incident/issue resolution.
• Navigate the regulatory/legal landscape related to investment products, ensuring compliance with established procedures and regulations.
• Proactively raise risks and issues to stakeholders or management; addressing control environment, program scope, and timeline impacts.
• Coach and mentor the team on best practices, using post release feedback to further enhance the platform.
• Define and capture metrics leading to improved advisor efficiencies, faster onboarding of clients, and reduced post-release defects.
• Support Engagement and Adoption of the Platform by defining and participating in various rollout activities.
• Coordinate technology and budget planning processes for Managed Accounts roadmap.
• Demonstrate team spirit and strong collaboration skills across functions and LOBs.

Requirements

• 7 years of prior experience in financial services industry.
• 10 years of experience delivering products, projects, technology applications, or equivalent expertise.
• Extensive knowledge of Managed Accounts business and operations.
• Experience in Agile and enterprise-wide release and deployment processes and strategies.
• Advanced knowledge of product development life cycle, technical design, and data analytics.
• Ability to synthesize information to formulate a message for Senior Management.
• Prior experience creating and delivering high quality presentations used for executive level management communication and transparency into program strategy and progress.
• Strong written and verbal communication skills and ability to communicate to senior stakeholders.
• Strong organization skills and attention to detail.
• Interpersonal skills including ability to foster a collaborative, positive work environment with stakeholders and peers.
• High level of proficiency using Microsoft Office products (PowerPoint, Word, Excel).

Nice-to-haves

• Experience preferably in wealth management or investments organizations.
• Preference for recognized thought leader within related field.
• Preference for data and analytical experience (pivot tables, vlookup, etc.); use of data visualization skills (e.g. Tableau).

Benefits

• Health insurance
• Retirement plan
• Tuition reimbursement