Job Description

Develop and implement the Practice Management platform, delivering digital tools and insights that help advisors grow and leaders coach performance

Bring your product ownership, analytics, and stakeholder leadership skills to deliver experiences that simplify how advisors manage and expand their practices, while supporting career growth and mobility across JPMorgan Wealth Management with strong benefits and impactful work

As a Product Owner, Practice Management for the Field Performance Management team, you will define and deliver the strategic vision for the firm’s Practice Management ecosystem

You will empower advisors and field leaders with innovative digital capabilities, actional able, actionable insights, and scalable solutions that deepen client relationships and drive long-term success

By combining technology, data, and business strategy, you will design experiences that simplify how advisors manage and expand their practices while enabling field leadership to coach, measure, and accelerate advisor performance

Job responsibilities:

• Define and execute the product roadmap for the Practice Management platform, aligned with management expectations
• Partner with advisors, field leaders, business stakeholders, and technology teams to gather insights, prioritize needs, and translate strategic objectives into product capabilities
• Analyze business, functional, and technical requirements with Product, Operations, and Development teams to deliver advisor-focused tools that simplify practice management and improve productivity
• Plan resources, estimate delivery timelines, and manage delivery execution across milestones
• Drive end-to-end testing by defining test strategy and managing test execution across functional, automated, and performance testing
• Track and report program delivery, including project RAG ratings red/amber/green (RAG) status, key risks, dependencies, and readiness for management updates
• Lead the end-to-end product lifecycle in an Agile Scrum environment from ideation and roadmap development through design, implementation, adoption, and continuous enhancement
• Facilitate Agile ceremonies including daily standups, backlog refinement, sprint planning, and retrospectives, and capture actions and outcomes
• Measure and communicate business impact through key performance indicators, adoption metrics, and outcomes related to advisor growth and field performance
• Drive adoption and change management by developing communication strategies, training approaches, and stakeholder engagement plans
• Ensure governance, risk, compliance, and operational excellence while maintaining a seamless, intuitive, and scalable user experience

Required qualifications, capabilities, and skills

• Experience owning a product roadmap and delivering capabilities from discovery through launch
• Experience designing and implementing testing processes across test planning, test execution, defect reporting, and closure
• Ability to translate business strategy into prioritized requirements and product outcomes
• Experience partnering with technology, design, data, and business stakeholders
• Strong communication skills to influence decisions and align across senior stakeholders
• Experience using data & user feedback to drive product decisions and continuous improvement
• Familiarity with agile delivery methods and iterative product development
• Ability to define success metrics and measure adoption and business impact
• Experience supporting change management, communications, and training for product adoption
• Understanding of governance, risk, and compliance considerations in a regulated environment
• Strong organizational skills with the ability to manage multiple priorities and dependencies

Preferred qualifications, capabilities, and skills

• Experience building digital tools for wealth management, advisor workflows, or practice management
• Experience with performance dashboards, analytics, or insight products for frontline leaders
• Familiarity with data visualization and product analytics tooling
• Working knowledge of SQL or similar data query skills
• Experience in large-scale platform modernization or transformational initiatives

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

Equal Opportunity Employer/Disability/Veterans