Wealth Management Global Products & Solutions Donor Advised Funds Product Manager - Vice President

• JPMorganChase & Co. is a leading global financial services firm with assets of
• more than $2.7 trillion, over 240,000 employees, and operations in over 60
• countries. It operates across four business segments including Asset & Wealth
• Management, Corporate & Investment Bank, Commercial Banking, and Consumer &
• Community Banking.

• JPMorgan Asset & Wealth Management delivers industry-leading investment
• management solutions. Asset Management provides individuals, advisors, and
• institutions with strategies and expertise spanning 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 to better define, focus, and realize their goals.

About the team

• As part of Wealth Management (WM) Solutions, the Solutions Product Development
• group partners with investment solutions, digital, technology, operations, and
• front-office teams to build and deliver products for the Private Bank (PB),
• JPMorgan Advisors (JPMA), and Chase Wealth Management (CWM) lines of business.

Position Overview

• The candidate will join the Wealth Management Solutions team, focused on
• evolving the firm’s Donor Advised Fund (DAF) investing experience end-to-end.
• You will own and drive product outcomes across the DAF investment lifecycle
• including investment option strategy, onboarding, allocation changes,
• trading/implementation workflows, asset servicing, and performance reporting.
• You'll deliver a simpler, more scalable experience for donors, advisors, and
• internal teams.

• This role is ideal for a structured, highly organized product leader who thrives
• in a fast-paced environment, combines strong analytical rigor with customer
• empathy, and can translate complex investing workflows into clear product
• requirements and delivered capabilities. Investment/trading domain experience is
• a strong plus.

Key Responsibilities

• Own the DAF investment product roadmap: define product vision, goals, success

• metrics, and prioritized backlog for investment-related capabilities across
• the wealth continuum.

• Discover and define customer problems: synthesize donor/advisor insights,

• operational pain points, and market trends to identify and size product
• opportunities (with emphasis on investing options, implementation experience,
• and servicing).

• Deliver product outcomes through execution: lead initiatives from concept to

• launch using agile practices—writing PRDs, epics/user stories, acceptance
• criteria, and partnering with engineering, design, and operations through
• build, test, and release.

• Partner on digital experience: work closely with digital product and UX teams

• to improve investment workflows, disclosures, and user journeys (e.g.,
• funding, allocation changes, rebalancing requests, portfolio views).

• Design scalable operating models: collaborate cross-functionally to improve

• current-state processes and define future-state operating models that reduce
• friction and increase throughput.

• Manage risk thoughtfully: partner with Legal, Compliance, Risk, and Controls

• to identify regulatory considerations and embed controls into product design
• and delivery.

• Launch and iterate: support go-to-market planning for new investment

• options/features, manage interdependencies, and drive adoption with
• stakeholders across PB/JPMA/CWM.

• Executive communication: create clear, data-driven updates on roadmap

progress, delivery status, KPI performance, and stakeholder feedback.

Qualifications

• Bachelor’s degree or higher (Business, Finance, Economics, or related

preferred).

• 7+ years of experience in product management, digital product, platform

• product, or strategy/consulting with demonstrated product delivery ownership
• in financial services.

• Demonstrated ability to translate complex workflows into product requirements

and deliver iteratively with technology teams.

• Strong analytical, problem-solving, and communication skills (written and

verbal); ability to influence stakeholders across functions and levels.

• Experience in large-scale project planning, dependency management, and

operating model/process redesign.

Preferred Qualifications (Investment experience as preferred)

• Experience in wealth management investing, trading/implementation, portfolio

administration/servicing, or brokerage operations.

• Series 7 and Series 63/66 (preferred; not required).
• Additional certifications such as CFA, CFP, or CMT (preferred).
• Advanced Excel and PowerPoint; comfort using data to define KPIs and evaluate

product performance.

• Passion for diversity & inclusion and building equitable financial products

and experiences.

• 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. 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
• [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about
• requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including

Disability/Veterans

• 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.