This role is an opportunity to be at the forefront of building a best-in-class, integrated, digital-led P&C (Property and Casualty) and Insurance business within a leading financial services brand – focused on deepening relationships with our >7MM small business clients.
As a Product Director in Business Banking, you will play a crucial role in shaping what this new service will look like and delivering it into market, harnessing Chase’s customer scale, brand, ability to personalize leveraging data and strong digital capabilities. This candidate will help shape the product roadmap from the ground up to help build this customer-centric insurance business in a modern, digital-led way using data and AI as our foundation.
In this high-visibility Executive Director role, you will report to both the Head of Product for Chase for Business and the Head of Insurance to lead efforts to plan, build and launch this new Insurance service. You will collaborate with engineering, data science, design (UI/UX), carrier relations, operations, legal, and other business lines/functions to define the roadmap and then manage the delivery of that plan as we go-to-market and introduce this new service to our customers.
On an ongoing basis, you will be accountable for monitoring performance of the business to desired metrics and outcomes and driving continual change and ongoing roadmap prioritization to improve performance against those outcomes. This opportunity is likely to involve multiple stages of maturity over the next 3 years, so this product leader will help shape the build and future direction of this business.
**Job responsibilities **
- Define and drive a multi-year product delivery approach for Insurance, in line with the vision and strategy that you will be part of defining, sequencing a multi-quarter roadmap that delivers measurable outcomes to scale this new service to our clients.
- Own product performance across stability, scalability, and adoption through the funnel; prioritize investments and enhancements to meet business objectives and improve frontline and client experiences.
- Lead an Insurance product delivery team while providing highly matrixed leadership across Technology, Data, Design, and multiple other stakeholders to align objectives, manage dependencies, and deliver integrated solutions at scale.
- Translate banker, operational and client needs into clear capabilities, simple workflows, and experience standards that drive frontline and customer adoption across channels.
- Apply an Agile operating model to plan and execute delivery—owning backlog prioritization, story refinement, and release management for predictable execution.
- Establish and track product KPIs, usage/adoption metrics, and business impact; use insights to inform prioritization and continuous improvement.
- Guide the design and integration of solutions across enterprise platforms, leveraging data products, systems, and technologies (e.g., APIs, microservices, data platforms) where appropriate. Provide perspective on new capabilities and solutions we need to build or partner on to deliver this new Insurance product (eg. AMS, carrier integration capabilities).
- Influence senior stakeholders across Product, Technology, Design, Data, and other functions/lines to align on trade-offs, resourcing, and sequencing of high-value initiatives.
- Manage vendor relationships where applicable, including contract oversight and performance management, to ensure alignment with business objectives.
- Champion SMB CFX’s mission by delivering intuitive tools that build trust with the frontline and elevate experiences at every touchpoint.
**Required qualifications, capabilities, and skills **
- 10+ years of progressive experience in product management or adjacent functions (e.g., platform/product development, data/technology), with a track record of delivering complex products at scale in a highly matrixed environment.
- Demonstrated ownership of multi-year product strategy and execution, including roadmap definition, prioritization, and delivery of measurable business outcomes.
- Proven leadership of product teams and cross-functional partners (Technology, Data, Design, Legal, and LOB stakeholders), with strong experience in influencing and interacting with senior management.
- Expertise in modern product operating models and Agile practices, including backlog management, story refinement, release planning, and continuous improvement.
- Strong platform and data acumen; ability to partner on architecture and integration decisions and translate customer/banker needs into clear technical requirements (e.g., APIs, microservices, data platforms).
- Measurable experience driving adoption and change—defining experience standards, simplifying workflows, and improving frontline productivity and customer outcomes.
- Advanced analytical skills with experience establishing and interpreting KPIs/OKRs, usage/adoption metrics, and financial/operational impacts to inform decisions.
- Excellent executive communication skills—written, verbal, and presentation—with the ability to convey complex topics succinctly to senior stakeholders.
- High judgment and resilience in fast-paced environments; demonstrated ability to navigate ambiguity, manage trade-offs, and make timely decisions.
** Preferred qualifications, capabilities, and skills **
- Bachelor’s degree or equivalent practical experience
- Insurance domain experience is strongly preferred
- Experience leading products in a large, highly matrixed financial services or technology organization, with exposure to the insurance vertical in a modern, digital agency/distribution setting.
- Depth in data and platform ecosystems (e.g., APIs, microservices, integration patterns) and partnering on enterprise-scale architecture decisions in cloud or hybrid environments.
- Proven track record of building high-performing product teams—hiring, developing, and coaching leaders—and driving adoption/change management across cross-functional stakeholders.
- A strong natural bias to valuing teamwork, the ability to collaborate well with others, and wanting to win together with others