Asset Management - Digital & Distribution Services - Global CRM Product Owner - Vice President/Executive Director Asset Management - Digital & Distribution Services  …

in New York, NY, United States
Permanent, Full time
Be the first to apply
in New York, NY, United States
Permanent, Full time
Be the first to apply
Asset Management - Digital & Distribution Services - Global CRM Product Owner - Vice President/Executive Director
JPMorgan Chase & 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 and Investment Banking, Commercial Banking and Consumer and Community Banking .

J.P. Morgan Asset& Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
  • A clear focus on managing client assets and delivering strong risk-adjusted returns
  • More than 1,000 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
  • Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan
J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

Job description

The Product Owner reports to the global head of CRM Product Management for the asset management business and is responsible for owning the end to end delivery of the JPM Morgan Salesforce business delivery, developing and executing the overall roadmap for CRM, sales/distribution facing applications and integration points.
This role calls for an entrepreneurial and innovative PM with a track record as a Salesforce Product Owner background and experience in working with teams of data specialists and data scientists, distribution specialists, engineers and designers to develop successful roll outs, following lean best practices in an agile framework.

  • Understand J.P. Morgan Asset Management's business and distribution strategy, competitive assets, and market position to deliver a CRM experience that amplifies and supports the AM sales and client facing community
  • Develop an expert understanding of the CRM landscape, keep on top of the Salesforce roadmap and strategy, industry news and the CRM ecosystem.
  • Work with cross functional/disciplinary teams to design a target state vision and a roadmap for the Salesforce platform and key integration points
  • Define the Salesforce capabilities required to enable the vision
  • With partners as required and appropriate, develop a roadmap focusing on 5 core foundational areas:
    • Mobility (device agnostic access to tools, data, information and capabilities anytime, anywhere) | Workflow automation | Enhanced dashboarding and reporting capabilities and visualisation | Marketing Cloud integration and interoperability
  • Translate requirements and specifications for features into user stories and associated acceptance criteria; partner with the digital UI/UX team and engineering to follow through to execution
  • Prioritize functional and non-functional requirements in line with the business's overall strategy
  • Participate in sprint planning and other agile ceremonies to lead technical development
  • Integrate usability studies, research and user analysis into product requirements to enhance user satisfaction
  • Define and track Salesforce product KPIs and evaluate business impact

  • 5 years as a proven Salesforce Product Owner ina multinational
    Asset or Wealth management organization
  • Experience in successful sales and distributionSalesforce deployments and usage
  • 4 or more years of product management and / orbusiness analysis
  • Experience in building Salesforce communities ofpractice
  • Experience with agile software developmentframeworks
  • Experience performing hands-on prototyping andsketching a plus
  • A passion for distribution digital enablementand solutioning
  • A strong sense of ownership and accountability
  • Depth and experience in process automation andaugmentation and business process reengineering
  • Speaking to targeted audiences: the ability tocommunicate technical information to
    non-technical stakeholders and business and functional requirements tonon-business stakeholders
  • Stakeholder management & expectation setting
  • Change management and transformation skills
  • Self-starter with a demonstrated record ofexceptional work
  • Strong experience with user testing using datasynthesis and analysis
  • Outstanding communication and organizationalskills
  • Curious, pragmatic, business oriented, peopleperson
  • An unshakeable belief in the importance of userexperience
  • Ability to contribute individually and lead,manage or participate in cross-functional teams.
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