The Vice President of Trust & Estate Product manages product development and change initiatives, utilizing Agile methodologies and liaising with cross-functional teams to enhance Trust fee services within the organization.
Job Description
Global Product Owner for Trust fees. Play a crucial role in transforming ideas into functional products, while navigating through complex challenges. Develop your skills, contribute to meaningful change, and propel your career in an environment that values growth and learning.
As a Product Owner in Trust & Estate Solutions, you enable the development and release of products and features through strategic thinking and overcoming obstacles. You will work across the organization and enable the product to continuously deliver value, while gaining skills and experience to grow within your role. By working with Trust & Estate leadership, the business users, including Trust Officers, and Business Management, you will investigate issues, define and document requirements, perform detailed analyses, develop project plans, serve as a liaison between front and back office, manage and report progress, and drive the implementation of business solutions and change management initiatives.
Job responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
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 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.
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.
Global Product Owner for Trust fees. Play a crucial role in transforming ideas into functional products, while navigating through complex challenges. Develop your skills, contribute to meaningful change, and propel your career in an environment that values growth and learning.
As a Product Owner in Trust & Estate Solutions, you enable the development and release of products and features through strategic thinking and overcoming obstacles. You will work across the organization and enable the product to continuously deliver value, while gaining skills and experience to grow within your role. By working with Trust & Estate leadership, the business users, including Trust Officers, and Business Management, you will investigate issues, define and document requirements, perform detailed analyses, develop project plans, serve as a liaison between front and back office, manage and report progress, and drive the implementation of business solutions and change management initiatives.
Job responsibilities
- Develop an understanding of our approach to fees in each region, including the services that we charge for.
- Develop an understanding of the operating models behind how we charge fees, including the various fee platforms.
- Drive Trust requirements associated with changes to the fee schedules and changes to the fee platforms, including project management and support for the delivery of end-to-end process changes.
- Drive technology development through use of agile methodologies. Create and refine JIRA stories and maintain backlog where applicable.
- Facilitate implementation of new functionality through project management, training sessions, and the development of training manuals to ensure seamless change management.
- Serve as the first point of contact for product support to ensure a positive user experience by triaging and escalating issues, and proactively recognizing and responding to emerging and potential issues.
- Establish relationships with key functional areas within JPMorgan to support the development and ongoing delivery of T&E solutions (Technology, Operations, Risk, etc.)
- Support the broader Product Management team with ad-hoc projects from time to time.
Required qualifications, capabilities, and skills
- 10+ years of experience delivering and facilitating change using technology and process re-engineering in a corporate environment, and / or strategy or management consulting firm
- Experience in Agile Methodology - Ability to write user stories representing business requirements, and test new products or product enhancements
- Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across businesses lines and key support functions
- Excellent communication and presentation skills as well as strong Microsoft Office skills with proficiency in Excel, Word, Visio, and PowerPoint
- Drive data reporting to Senior Management (recurring and ad-hoc)
- Familiarity with managing a SharePoint site. Proficiency in excel and ability to manage large amounts of data
- Highly motivated, results-oriented, client -focused. Ability to be flexible, follow tight deadlines, organize and prioritize work
- Outstanding verbal & written communication skills
- Strong team building, presentations skills and excellent leadership, interpersonal, & relationship management skills
Preferred qualifications, capabilities, and skills
- Experience in wealth management, private banking, investments, and/or trusts and estates
- Experience in supporting large scale transformation, operational risk management, and/or efficiency programs
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 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.
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.
Top Skills
Agile Methodology
Excel
JIRA
MS Office
PowerPoint
Sharepoint
Visio
Word
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