DescriptionThe Advisor Platform and Experiences (APEx) is an organization that oversees the advisor experience across advisor client service platforms. The APEx performs a critical role with key partners and stakeholders to equip the J.P. Morgan Wealth Management (JPMWM) advisors and service teams with the needed capabilities to provide a first class experience.
The Advisor Central (SALESFORCE - Client Relationship Management) Product Manager role will be part of the Advisor Platform and Experiences organization. You will partner with various business stakeholders and will drive the realization of each initiative to enhance the advisor desktop experience. You will also partner with various organizations within the firm to ensure initiatives are implemented and requirements are met. This is a tremendous opportunity to join a growing and highly visible team.
Job responsibilities
- Partner across the U.S. Wealth Management organization to build features of our multi-year roadmap that includes variations of job families in the advisor and client service space
- Lead and define the advisor and client service desktop requirements with focus on building the new enhancements that simplify and enhance various workflows. Responsibilities include development of user research, creating user stories, working with design team through design process, collaborating with tech team in an Agile process, piloting and broad rollout
- Effectively help teams meet robust set of delivery milestones. Understand and alleviate risks, bottlenecks, and inefficiencies in product development lifecycle. Strive to maximize impact for customers/advisors while operating within practical reality of various internal constraints
- Develop processes to ensure: (a) tracking work streams and initiatives, (b) KPI’s are agreed, measured and tracked, (c) proper prioritization and sequencing of key deliverables, (d) risks are addressed and status measured, and (e) deliveries are successful
- Develop and maintain relationships with delivery partners across including members in the Business, Technology, Design, Operations, Servicing, Digital Wealth Management, and Control functions
- Understand and articulate the Advisor and Service desktop vision, strategy, and product roadmap with all partners.
- Embody true lean product management fundamentals in identifying and leveraging user data, industry trends, and varying forms of customer and advisor feedback to shape our design and roadmap
Required qualifications, capabilities, and skills
- Bachelor’s Degree
- 5+ years of experience in financial services, preferably with experience in wealth management, financial planning, asset management, digital banking, or a closely related business managing strategic or transformational change
- 5+ years of experience with Salesforce ecosystem and related products – Sales, Service, Financial Services Cloud, CRM Analytics, and/or Marketing Cloud, Lightning Scheduler, etc.
- 3+ years of experience working within an Agile development framework; JIRA experience required
- Experience developing and managing strategy and roadmap across a large, diverse, global organization
- Experience managing product delivery across multiple work streams with varying timelines, priorities and complexities, ultimately launching new / enhanced product to market
- Ability to prioritize projects, say ‘no’ when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals
Preferred qualifications, capabilities, and skills
- Proven ability to execute via successful internal partnerships with other organizations. Influence peers with diverse points of view and build consensus
- Ability to independently manage work modules and problem solve without taking significant guidance from senior management. Demonstrates leadership skills in working with partners and others who may not have a direct reporting line into the group
- Structured thinker, effective communicator with excellent written communication skills. Ability to crisply articulate complex technical concepts with poise and confidence
- Highly self-motivated and ability to remain calm under intense pressure