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.
As a Product Manager, Vice President - Leads Connect & Strategy in the Private Bank, you will lead the development and ongoing management of Leads Connect—a global proprietary solution designed to manage inbound leads from numerous marketing channels and key business lines across the Private Bank. You will own the product strategy, roadmap, and execution, ensuring Leads Connect delivers a seamless, scalable, and data-driven experience for capturing, qualifying, routing, and converting leads. You will partner closely with digital, technology, marketing, finance, data, and market leadership to drive adoption and maximize business impact.
You will work to establish a unified platform for lead management, enabling consistent, efficient conversion of demand into lasting client relationships through data, digital tools, and disciplined execution. You will align lead capture, scoring, advisor workflows, and reporting to unlock the full value of the client and prospect ecosystem at scale. You will set global standards for lead definitions, routing, measurement, and attribution, supporting repeatable growth and transparency for senior leaders.
Job responsibilities
- Develops a product strategy and product vision that delivers value to customers
- Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
- Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
- Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
- Owns the end-to-end lifecycle for Leads Connect, including intake, standardization, qualification, scoring, prioritization, routing, assignment, SLA management, tracking, and outcomes
- Defines and maintains global taxonomy for leads and dispositions, ensuring consistent criteria across platforms and teams
- Establishes operating model and governance cadence with cross-functional partners; publishes playbooks and SLAs
- Drives adoption and accountability across regions and business lines
- Partners with Business Intelligence, Data Science, Marketing, Finance, and Wealth Management to develop and refine lead strategy, propensity models, routing logic, attribution, and optimize lead flow across the Chase ecosystem
- Implements feedback loops and controlled tests to retrain models, improve conversion, and publish actionable scorecards and insights • Builds executive dashboards and performance narratives to highlight KPIs, channel performance, bottlenecks, and recommended actions
**Required qualifications, capabilities, and skills **
- 5+ years of experience or equivalent expertise in product management or a relevant domain area
- Advanced knowledge of the product development life cycle, design, and data analytics
- Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
- Bachelor’s degree or equivalent experience
- Extensive experience in digital product strategy, wealth management, or financial services, with demonstrated ownership of complex cross-functional programs in a matrixed environment
- Strong expertise in lead generation, scoring, routing, conversion frameworks, and governance; proven ability to influence senior stakeholders and drive alignment across Digital/Tech, Marketing, Finance, and field leadership
- Exceptional communication skills to translate complex data and strategy into clear standards and actionable insights
**Preferred qualifications, capabilities, and skills **
- Demonstrated prior experience working in a highly matrixed, complex organization
- Experience partnering with digital product and data science teams on propensity models, experimentation, and measurement.
- Familiarity with CRM and lead management platforms, advisor desktop workflows, and client lifecycle analytics.
- Marketing, propensity modeling, or growth analytics background; comfort with A/B testing and causal inference basics.
- Prior experience; experience leading small scrum teams and influencing large, distributed sales/advisor organizations.