Chase ยท 4 hours ago
J.P. Morgan Wealth Management - Vice President, Self-Directed Investing Client Benefits
450 W 33rd St, New York, NY, 10001, US
Full-time
Onsite
Mid, Senior Level
$100K/yr - $201K/yr
7+ years expChase is a leading financial services firm dedicated to enhancing the Self-Directed Investing experience for affluent clients. In this role, you will lead the development of new client benefits, drive innovation, and ensure clients are informed and empowered to grow their wealth.
BankingFinancial Services
Responsibilities
Lead the development of new client benefits by collaborating with wealth management teams and cross-functional partners
Conduct research and discovery sessions to understand affluent client needs and inform new feature development
Develop and scope new benefits, ensuring alignment with client needs and business goals
Create experiences that drive awareness of existing benefits for SDI clients, leveraging digital channels and communication strategies
Collaborate with design, engineering, and analytics teams to deliver high-quality experiences that exceed client expectations
Facilitate decision-making and prioritize initiatives to optimize client benefits and experiences
Present work and communicate status and key decisions clearly and frequently to stakeholders
Qualification
Required
7+ years of experience in product development, with a focus on client benefits and digital experiences
Strong understanding of affluent client needs and experience in the self-directed investing or wealth management industry
Proven ability to lead cross-functional teams and drive innovation in a global organization
Excellent communication and presentation skills, with the ability to influence and partner effectively across teams
Commitment to delivering high-quality experiences and driving client awareness and engagement
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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