**Job Summary **
The Vice President, Digital Portfolio Construction & Analysis Product Manager owns the platform’s product vision, strategy, and near- and medium-term roadmap, translating advisor needs and client outcomes into clear, scalable capabilities. This leader is accountable for delivery from discovery through launch, adoption, and ongoing performance management, and for establishing effective product governance, a reliable delivery cadence, and clear cross-functional decision-making.
The VP will partner closely with Advisors, Investments, Product, Design, Technology, Data/Analytics, and Solutions teams, and will proactively engage Risk/Compliance/Legal to ensure suitability, fiduciary obligations, privacy, and other control requirements are built into product design and delivery. The role requires strong judgment on prioritization, scope, sequencing, and investment trade-offs, and the ability to influence senior stakeholders through executive-ready updates and decision materials.
The VP will incorporate AI-assisted approaches (where approved) to speed up discovery synthesis, draft and refine requirements, iterate on workflow concepts or prototypes, and surface insights from usage data, while maintaining privacy, confidentiality, and all applicable controls.
About the Platform
The Private Bank’s digital portfolio construction and analysis platform empowers JPMorgan advisors to efficiently build, analyze, propose, and implement investment portfolios for clients and prospects. Integrating financial planning, asset aggregation, portfolio and risk analytics, tax optimization, and proposal capabilities, the platform supports personalized investment 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, grounded in advisor workflows from planning through implementation, client needs, and business priorities. Own and maintain a near- and medium-term roadmap that is outcome-focused, explicit about dependencies, and transparent about trade-offs, and drive alignment across USPB leadership and partner organizations. Establish a durable operating model for product decisions, including clear intake, prioritization, and governance forums; where approved, use AI-assisted analysis to summarize stakeholder input and highlight options and trade-offs for leadership discussions.
Discovery, Workflow Design, and Capability Definition
Lead discovery with advisors, product specialists, and investment stakeholders to identify the most important pain points and opportunities to improve portfolio design, proposal quality, and implementation efficiency. Translate insights into well-defined capabilities that improve advisor workflows from planning inputs and aggregation through analytics, proposal generation, and implementation. Partner with Design and Research to validate workflow fit and ensure outputs are advisor-ready and client-ready, using approved AI tools to help synthesize interview notes and research, accelerate iteration on workflow concepts, and improve clarity and consistency of written content, with appropriate human review.
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 “good” looks like at launch. Set standards for clear requirements and acceptance criteria, ensure a well-prepared work queue, and partner with Technology leaders to confirm feasibility, sequencing, and platform constraints while managing dependencies across teams. Maintain a reliable delivery cadence and strong release readiness, including launch planning, stakeholder updates, and post-release follow-through; where approved, use AI tools to draft and refine requirements, acceptance criteria, and release communications, with appropriate review and controls.
KPIs/OKRs, Measurement, and Performance Management
Define product goals and success measures tied to business outcomes, including advisor adoption, proposal conversion, cycle-time improvements, and quality and consistency of portfolio outputs, as well as AUM-related impact where measurable. Partner with Data/Analytics to strengthen measurement and reporting through dashboards or scorecards, and use performance insights to guide prioritization and iteration. Establish feedback loops that combine advisor input with usage and outcome data; where approved, use AI-assisted analytics and summarization to identify trends, organize feedback at scale, and translate insights into clear actions.
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. Partner with relevant governance stakeholders when advanced analytics or models are used, ensuring appropriate documentation and review pathways when required. Own platform data governance in partnership with Technology and control functions, including privacy, appropriate access, and appropriate use of aggregated or client data; ensure any use of AI tools follows firm guidance on approved tooling, data handling, confidentiality, and any applicable model governance expectations.
Change Management, Enablement, and Communications
Lead change management for advisor-facing releases, including training materials, field readiness, and adoption plans designed to drive measurable behavior change. Coordinate launch readiness across Technology, Design, Operations, and Solutions teams, including a support plan and escalation pathways that protect the advisor experience. Provide clear executive communications through concise updates, decisions needed, roadmap status, and outcomes reporting; where approved, use AI tools to accelerate drafting of training materials, FAQs, and communications, with human review and stakeholder sign-off.
Stakeholder Leadership and Cross-LOB Alignment
Serve as the senior product point of accountability across Advisors, Investments, Technology, Design, Data/Analytics, Solutions, and cross–line of business partners to align priorities, resolve conflicts, and drive outcomes. Build strong senior stakeholder relationships and manage expectations through transparent trade-offs, clear sequencing, and early visibility into delivery risks and mitigation plans.
Vendor and Third-Party Evaluation (as applicable)
Evaluate third-party tools, data, or analytics capabilities where relevant, lead due diligence in partnership with Technology, 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 (formal or informal), raising standards for product craft, stakeholder management, and delivery discipline. Contribute to team capacity planning and role clarity, ensuring the roadmap is supported by the right mix of skills and a sustainable operating rhythm, and coach the team on responsible, policy-compliant use of approved AI tools to improve productivity and quality.
Qualifications & Experience
- Bachelor’s degree in Business, Finance, Economics, Computer Science, Engineering, or a related field.
- Typically 7–10+ years of experience in product management, digital delivery, or strategy/operations within financial services; 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 measurable outcomes and driving adoption in complex, regulated environments.
- Strong understanding of portfolio construction and wealth management concepts, including investment products and solutions such as separately managed accounts and alternative investments.
- Proven ability to lead cross-functional execution with Technology, Design, and Data/Analytics partners, including writing clear requirements, managing dependencies, and driving release readiness.
- Demonstrated fluency in risk and controls partnership, including comfort navigating Risk/Compliance/Legal requirements and embedding governance into product delivery.
- Executive-ready communication and influence skills, including the ability to prepare decision materials, facilitate senior forums, and drive alignment across competing priorities.
- Strong analytical rigor and comfort using data to define goals, diagnose performance, and steer prioritization decisions.
- Familiarity using AI-enabled tools to improve the product process (for example, synthesizing research, drafting and refining requirements, iterating on workflows or prototypes, and summarizing performance insights), with strong judgment around privacy, confidentiality, and policy-compliant use.
Preferred Qualifications
- Experience delivering advisor-facing platforms within a large wealth management organization, including workflow enablement, training, and adoption programs.
- Familiarity with portfolio and risk analytics concepts, proposal tooling, and tax-aware portfolio considerations within the wealth management context.
- Experience applying AI-enabled tools in regulated environments, and comfort partnering with analytics and governance stakeholders when advanced analytics are used.