Asset Management - CMAS Strategic Program Specialist - Executive Director

Posted 2 Days Ago
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New York, NY
Hybrid
Senior level
Financial Services
The Role
As a CMAS Strategic Product Specialist - Executive Director, you will work with cross-functional teams to develop technology architecture, drive product initiatives, facilitate workshops, and enhance user adoption of tailored managed account solutions. Responsibilities include collaboration with stakeholders, effective communication of technology roadmaps, and managing product enhancements with a focus on strategic initiatives.
Summary Generated by Built In

Job Description
Asset Management (CMAS) is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Job summary:
As a CMAS Strategic Product Specialist - Executive Director supporting the Customized Managed Account Solutions, you will help drive and solution initiatives impacting our strategic roadmap. Working in direct collaboration with cross-functional technology partners, business subject matter experts, and senior stakeholders, you will drive the development and buy-in of technology architecture and operating model to scale against accelerated business growth as well as to support innovation for new products and capabilities.
Job responsibilities:

  • Work with business colleagues and subject matter experts to develop a deep understanding of the SMA and Model Portfolio business including services and products offered, our technology stack including vendor tools, and existing business and control processes
  • Effectively communicate our technology roadmap with internal stakeholders senior management to ensure alignment on prioritization, transparency on progress, and to drive the escalation of buy-in for key business decisions
  • Conduct product discovery workshops for selected features or initiatives to understand and document user needs in the form of user stories.
  • Work with developers and UX designers in refining features and initiatives, including the definition of clear acceptance criteria, wireframes and user validation.
  • Support prioritizing the backlog to ensure technology evolvement beyond MVP requirements
  • Represent the enhancements of the product to users and ensure adoption of new features and of the product overall.
  • Work independently, possessing energy and confidence to complete strategic initiatives with limited supervision


Required qualifications, skills and capabilities:

  • Familiarity with agile development methodologies
  • Experience with frequently used tools in software product development such as Jira is a plus.
  • Strong communicator that can listen to users and understand underlying issues and also articulate effectively proposed solutions to users and team members.
  • Strong collaborator who can reconcile different user needs and priorities and work with a cross-functional team.
  • Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
  • Demonstrate ability to multi-task and re-prioritize quickly
  • Expertise in PowerPoint: creating slides / charts and editing presentations for senior meetings


Preferred qualifications, skills and capabilities:

  • 10+ years' experience with product or program management roles
  • Experience in Asset Management, knowledge of retail SMAs a plus
  • Strong interest in technology and how technology can drive efficient processes is preferred
  • Prioritizes work, meet tight deadlines, and possess strong attention to detail
  • Utilizes qualitative and quantitative tools to analyze, synthesize and interpret information
  • Works successfully and efficiently in a team-based environment
  • Utilizes judgment and discretion when working with highly confidential information


About Us
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

What the Team is Saying

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The Company
New York, NY
250,000 Employees
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What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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