US Private Bank, Digital Portfolio Construction & Analysis Product Manager – Vice President

Job Summary

The Vice President, Digital Portfolio Construction & Analysis Product Manager owns the platform’s near- and medium-term roadmap, translating advisor needs and client outcomes into clear, scalable capabilities. This role is accountable for delivery from discovery through launch, adoption, and ongoing performance management, and is responsible for establishing effective product governance, a reliable delivery cadence, and clear cross-functional partnerships.

The VP will partner closely with Advisors, Investments, Product, Design, Technology, Data/Analytics, and cross-functional stakeholders, and will proactively engage Risk/Compliance/Legal to ensure suitability, fiduciary obligations, privacy, and regulatory requirements are built into product design and delivery.

About the Platform

The Private Bank’s digital portfolio construction and analysis platform empowers JPMorgan advisors to propose and implement investment portfolios for clients and prospects. Integrating financial planning, portfolio and risk analytics, tax optimization, and proposal capabilities, the platform supports personalized strategies and seamless portfolio management as a core part of the advisor digital ecosystem.

Core Responsibilities

Product Strategy, Vision, and Roadmap Ownership

Define and communicate a clear product vision and strategy for the portfolio construction and analysis platform that reflects advisor workflows from planning through implementation, client needs, and business priorities. Own the near- and medium-term roadmap that is outcome-focused, explicit about dependencies, and transparent about trade-offs.

Discovery, Workflow Design, and Capability Definition

Lead discovery with advisors, product specialists, and investment stakeholders to identify the most impactful opportunities to improve portfolio design, proposal quality, and implementation efficiency.

Delivery Accountability, Backlog Health, and Release Planning

Own delivery outcomes by ensuring there is a clear definition of what will be delivered, why it matters, and what success looks like at launch. Set standards for clear requirements and acceptance criteria, ensure a well-prepared and prioritized backlog, and partner with Technology leaders to confirm feasibility, sequencing, and platform constraints.

KPIs/OKRs, Measurement, and Performance Management

Define product goals and success measures tied to business outcomes, including advisor adoption, process and time improvements, and quality and consistency of portfolio outputs, as well as AUM-related impact metrics.

Risk Management, Controls, and Data Governance

Engage Risk/Compliance/Legal early and consistently to embed controls into requirements and workflows, including suitability considerations, fiduciary obligations, disclosures, and recordkeeping expectations as applicable.

Change Management, Enablement, and Communications

Lead change management for advisor-facing releases, including training materials, field readiness, and communications designed to drive measurable behavior change.

Stakeholder Leadership and Cross-LOB Alignment

Serve as the senior product point of accountability across Advisors, Investments, Technology, Design, and cross–line of business partners to align priorities, resolve conflicts, and drive outcomes.

Vendor and Third-Party Evaluation

Evaluate third-party tools, data, or analytics capabilities where relevant, lead due diligence in partnership with Procurement and control functions, and manage vendor performance against agreed outcomes and standards.

People Leadership and Talent Development

Provide mentorship and day-to-day leadership to product team members, raising the standard for product craft, stakeholder management, and delivery discipline.

Required Qualifications

• Bachelor’s degree in Business, Finance, Economics, Computer Science, Engineering, or a related field; advanced degree preferred.
• Typically 7–10+ years of experience in product management, digital delivery, or strategy/operations roles, with wealth management, private banking, asset management, or fintech experience strongly preferred.
• Demonstrated ownership of product strategy and multi-quarter roadmaps, with a track record of delivering outcomes and driving adoption in complex, regulated environments.
• Strong understanding of portfolio construction and wealth management concepts, including investment solutions such as separately managed accounts and alternative investments.
• Proven ability to lead cross-functional execution with Technology, Design, and Data/Analytics partners.
• Demonstrated fluency in risk and controls partnership, including comfort navigating Risk/Compliance/Legal discussions.
• Executive-ready communication and influence skills.
• Strong analytical rigor and comfort using data to define goals, diagnose performance, and steer prioritization.
• Familiarity using AI-enabled tools to improve the product process.

Preferred Qualifications

• Experience delivering advisor-facing platforms within a large wealth management organization, including field enablement, training, and adoption programs.
• Familiarity with portfolio and risk analytics concepts, proposal tooling, and tax-aware portfolio construction in a wealth management context.
• Experience applying AI-enabled tools in regulated environments, and comfort partnering with analytics and model risk governance stakeholders when advanced analytics are used.

Compensation

Base pay range: $122,550–$201,000 (Jersey City, NJ and New York, NY). Eligible roles may receive commission-based pay and/or discretionary incentive compensation.