Job Description

You are a strategic thinker passionate about driving solutions in Insurance & Annuities Product. You have found the right team

As a Wealth Management Solution Analyst in the WM IRS Annuity & Life Insurance Product Management and Business Development Team, you will support product onboarding, management, and development initiatives across Chase Wealth Management, JPMorgan Securities, and the Private Bank. You will partner with global product teams, manage product collaterals, analyze business opportunities, and liaise with carriers and stakeholders to deliver world-class solutions. This role offers the opportunity to work across lines of business and functions, driving product excellence and client satisfaction.

Job responsibilities:

• Conduct carrier due diligence with a focus on Insurance & annuities products across LOBs
• Partner with global product teams to support carrier review, updates, and ongoing monitoring and part of Governance meetings
• Manage product collaterals including training decks, interest rate documents, and competitor benchmarking
• Understand and define business needs in the context of short and long-term objectives
• Liaise with carriers and internal/external stakeholders for day-to-day product management tasks
• Analyze product performance across LOBs and advisor adoption
• Manage internal working groups for day-to-day product management tasks

Required qualifications, capabilities and skills:

• 2+ years of experience in project or product management within financial services
• High attention to detail and superior multi-tasking and organizational skills
• Broad understanding of JPMorgan Asset Management and Global Wealth Management
• Excellent communication skills and poise in giving presentations, especially to senior management
• Demonstrated aptitude for sales support and client relationship management
• Ability to be a dynamic member of a team
• Strong initiative, energy, and confidence in completing projects with limited supervision
• Proficiency in Microsoft Excel, PowerPoint, and Office Suite

Preferred qualifications, capabilities and skills:

• Experience with Annuity & Life Insurance products
• Experience managing carrier and vendor relationships
• Experience in data analysis and business research
• Experience working across multiple lines of business and functions

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.