About US Private Bank (USPB):
With more than 160 years of experience, J.P. Morgan Private Bank delivers the highest quality advice, service, capabilities, and products to wealthy individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a platform of both depth and breadth.
Job Summary
This role owns the digital product strategy and delivery for the Alternatives Advisor and Client Experience, with a primary emphasis on Alternatives marketing across advisor-facing and client-facing journeys. The VP will translate Alternatives business priorities into scalable digital capabilities that improve discovery, education, engagement, and conversion while meeting governance expectations for complex products. Success requires strong cross-functional leadership across Marketing, Product, Technology, Legal/Compliance, and Investment teams to deliver measurable commercial impact and elevated client experience. The role is accountable for outcomes, including adoption, funnel performance, and quality of experience, not simply feature delivery.
Role Summary
The Digital Product Manager (VP) will lead a portfolio of digital experiences that enable advisors to position Alternatives effectively and help clients understand, evaluate, and engage with Alternatives offerings. The role will set the product vision, manage the roadmap, and drive execution across web and mobile surfaces, campaign and personalization platforms, and content and data capabilities that support Alternatives marketing. Given the complexity and regulatory sensitivity of Alternatives, the VP will ensure that experiences are accurate, compliant, and aligned to suitability, eligibility, and disclosure requirements, while delivering best-in-class usability and performance.
Key Responsibilities
The VP will define and execute the digital product strategy for Alternatives advisor and client marketing experiences, aligning to business objectives, commercial priorities, and platform constraints. This includes developing and maintaining a roadmap that balances near-term marketing needs with foundational capabilities such as content governance, journey orchestration, analytics instrumentation, and scalable experimentation.
The role will own end-to-end product delivery, including discovery, requirements definition, prioritization, release planning, and post-launch optimization. The VP will partner with Technology to translate business intent into durable solutions, ensure delivery quality, manage dependencies, and drive disciplined execution against milestones.
The VP will design and continuously improve advisor and client journeys across the Alternatives lifecycle, including education and thought leadership, product discovery, consideration, eligibility and gating, conversion, and ongoing engagement. The role will ensure a cohesive experience across channels and touchpoints, reducing friction while maintaining necessary controls and disclosures.
The VP will lead the Alternatives digital marketing agenda, including campaign enablement, audience targeting, personalization, SEO/SEM alignment where applicable, and content strategy in partnership with Marketing and Investment teams. This includes establishing measurement frameworks for marketing effectiveness and experience quality, and using insights to drive iterative improvements.
The role will operationalize strong governance for Alternatives content and digital experiences, partnering with Legal, Compliance, Risk, and Controls to ensure appropriate review workflows, recordkeeping, disclosures, and auditability. The VP will proactively identify risks related to marketing claims, performance presentation, eligibility, and suitability and embed mitigants into product design.
The VP will develop and maintain a performance management cadence, including KPI dashboards, executive readouts, and prioritized improvement plans. The role will communicate clearly to senior stakeholders, framing trade-offs in terms of impact, risk, and resource needs.
Required Qualifications
- 7+ years of digital product management or digital experience leadership.
- Demonstrated ownership of outcomes and roadmap delivery in a large, matrixed organization.
- Experience partnering closely with Technology teams using modern delivery practices to translate business intent into durable solutions.
- Ability to translate business objectives into clear epics, features, and acceptance criteria.
- Strong stakeholder management and the ability to influence without authority across Marketing, Investment, Sales/Advisor organizations, and second-line partners.
- Strong fluency in digital marketing and growth concepts, including funnel analytics, testing, personalization, and content performance, with an ability to apply these methods to sophisticated financial products is a plus.
- Established track record of operating within governance-heavy environments, including practical experience navigating Legal/Compliance reviews.
- Experience embedding controls into digital workflows to support appropriate governance and risk management expectations.
- Excellent written and verbal communication skills, including executive-level storytelling grounded in data and client impact.
Preferred Qualifications
- Experience in wealth management, asset management, private markets, or Alternatives distribution and marketing.
- Strong interest and experience in leveraging AI to enhance product management processes and builds.
- Familiarity with Alternatives-specific considerations—such as eligibility, accreditation/qualified purchaser constructs, liquidity constraints, risk disclosures, and performance presentation sensitivity.
- Hands-on experience with enterprise marketing technology and digital experience platforms, including customer data platforms, experimentation tools, analytics instrumentation, content management systems, and journey orchestration.
- Experience modernizing or scaling content governance and disclosure management in a regulated context.
- Management consulting experience and experience working in digital transformation or modernization within financial services.
Core Competencies
- Strong product judgment that balances client experience, commercial impact, operational feasibility, and risk.
- Extreme curiosity in innovation, leveraging AI, and in financial markets broadly.
- Bias for measurable outcomes, using data to prioritize work, validate hypotheses, and optimize performance over time.
- Ability to operate effectively in ambiguity, bringing structure to complex, multi-stakeholder problems, and to be creative in problem-solving pragmatically.
- Clear decision-making with explicit trade-offs across value, effort, risk, and timing.
- Strong collaboration skills, including aligning diverse partners around shared goals, decision rights, and delivery commitments.
- High standards for quality and controls appropriate to Alternatives marketing and governance expectations.
- Deep client empathy and the ability to translate complex investment concepts into clear, compliant, and compelling digital experiences.
Key Partners and Stakeholders
This role will partner closely with Alternatives business leadership, Investment and Product Strategy teams, and Wealth Management advisor organizations to align marketing and experience priorities to distribution goals. Marketing partners will include brand, content, channel marketing, and marketing operations teams responsible for campaigns, messaging, and performance management.
Technology partners will include digital engineering, architecture, data engineering, and platform teams supporting web/mobile experiences, analytics, and personalization capabilities. The VP will also engage Legal, Compliance, Risk Management, and Controls to ensure appropriate governance, disclosures, and audit readiness. Additional partners may include Client Service, Operations, and Training teams to support end-to-end experience continuity.
Success Metrics / OKRs
Success will be measured through business outcomes and experience quality, with clear linkage between product delivery and Alternatives marketing impact. Core metrics will include digital engagement with Alternatives educational and product content, advisor adoption of digital tools and marketing assets, and funnel performance across key steps such as discovery, consideration, and conversion where applicable.
The VP will be accountable for improvements in client experience health, including satisfaction signals and reduction in friction across gated or disclosure-heavy flows. Delivery excellence will be measured through on-time releases, defect and incident performance, and the strength of controls and audit outcomes for marketing content and disclosures.
The role will also be measured on the maturity of the operating model, including improved instrumentation coverage, a disciplined experimentation cadence, and stakeholder confidence in roadmap predictability and decision transparency.