You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
We are seeking a highly skilled Product Lead with deep expertise in Wealth Management Advisor Compensation within a large financial institution. This individual will be responsible for designing, developing, and implementing tools that support advisor compensation while ensuring alignment with business strategies and pay structures. 

 

The Advisor Performance Management and Incentive Strategy team is responsible for end-to-end design and oversight of our incentive strategy.   We explore compensation design options that consider every aspect of our business, including advisor roles and responsibilities, advisor development and transitions, attraction and retention, business channel alignment, industry peers and benchmarks, regulatory and statutory requirements, as well as connection to other J.P. Morgan communities including Investment Banking, Consumer Banking, and the Private Bank.  This also includes programs to better serve clients through Advisor collaboration and partnership, including Advisor Teaming, cross line-of-business incentives, Advisor retirement, and career progression programs.  

As a Product Manager on the Product & Experience Manager for Advisor Compensation & Performance Platforms team, you will be an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.   You should possess strong product management and AI expertise, technical proficiency in databases, SQL queries, and JIRA, and a comprehensive understanding of wealth management products and their associated pay rules. Prior experience as a private client advisor or private client investment associate is a plus.  

Job Responsibilities:

Lead the development and enhancement of tools supporting Wealth Management Advisor Compensation, ensuring alignment with incentive models and business objectives.Drive AI-powered solutions to optimize analytics, forecasting, and automation within compensation frameworks.Develop a deep understanding of wealth management products offered to clients and the pay rules associated with each product.Collaborate with stakeholders to gather business requirements, ensuring tool functionality meets strategic objectives.Oversee technical aspects, including database management and SQL queries for financial modeling and reporting.Utilize JIRA to document product requirements, development tasks, and project workflows.Work cross-functionally with technology, finance, operations, and compliance teams to drive seamless execution of advisor compensation tools.Lead and mentor a team of product leads, fostering innovation and strategic execution.Stay ahead of industry trends, regulatory updates, and AI-driven advancements impacting wealth management advisor compensation.

Required qualifications, capabilities and skills:

Extensive domain knowledge in Wealth Management Advisor Compensation within a large financial firm.Strong product management experience with expertise in financial services and compensation tools.Expertise in AI applications for financial analytics, automation, and predictive modeling.Advanced technical proficiency in databases, SQL queries, and financial data analysis.Experience writing JIRA stories and managing software development processes.Proven leadership experience in managing product teams and executing strategic initiatives.Deep understanding of wealth management products, including investment solutions and their associated pay rules.Excellent communication and stakeholder management skills to align objectives across business functions.

Preferred qualifications, capabilities, and skills:

Knowledge of regulatory requirements affecting wealth management advisor compensation.Prior experience as a private client advisor or private client investment associate is a plus.Experience working with enterprise compensation management platforms and financial reporting tools.Ability to translate complex financial models into actionable business strategies.Strong problem-solving and decision-making skills in a fast-paced financial services environment.