We are seeking a Vice President–level Product Manager to own a key portion of the delivery agenda for the Managed Account Servicing workstream across Private Bank, Chase Wealth Management (CWM), and International Private Bank (IPB). This role will drive disciplined execution across high-visibility initiatives with complex cross-functional dependencies (business, technology, data, reporting, and controls), ensuring continuity, risk reduction, and consistent decision-making through critical milestones.
Managed Account Servicing underpins core advisor operating workflows, supporting 2M+ workflows annually, enabling the migration of ~1.4M accounts to ConnectWealth, and advancing the path to UMA through 2027—directly impacting advisor experience and client communications.
Key Responsibilities:
- Provide autonomous, VP-level delivery leadership for the Servicing roadmap across multiple high-visibility initiatives (e.g., CWM/PB UMA, Transition expansion, Phase In, Service Global Ops model, new strategy launches, GSTP automation).
- Own end-to-end workstream delivery across multiple teams, including delivery strategy, operating cadence, governance, and integrated planning.
- Build and maintain an integrated plan across business, technology, data, reporting, and controls; manage cross-team dependencies, sequencing, and critical-path execution.
- Drive requirements definition and acceptance criteria in partnership with product, technology, operations, and control partners; ensure clarity of scope, priorities, and success metrics.
- Lead delivery execution through sprint planning, development, testing/UAT, release readiness, cutover planning (as applicable), and post-release stabilization.
- Ensure production readiness and delivery quality, including issue/risk management, escalation paths, decision logs, and stakeholder communications.
- Provide leadership coverage and continuity for Servicing team leads.
- Support business-critical programs at scale across:
- Private Bank: Deliver advisor workflows and servicing capabilities aligned to USPB UMA and the path to UMA in 2027, while supporting the broader USPB roadmap (e.g., Transition expansion, Phase In).
- CWM: Enable the migration of ~1.4M accounts from legacy platforms to ConnectWealth, including advisor, operations, and client communications.
- IPB: Expand Servicing as a strategic global platform supporting ~2,000 advisors, including readiness for the Service Global Ops model and new strategy launches
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 for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
JPMorganChase San Francisco, California, USA Office
San Francisco, CA, United States
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