Vice President, JPMorgan Chase Private Client Financial Product Manager - Affluent Segment

About this role

Help shape how affluent clients experience private client banking and how frontline teams support their financial goals. In this role, you will lead initiatives that improve acquisition, retention, and relationship deepening through disciplined execution and measurable outcomes. You will partner across consumer banking and wealth management to align priorities, remove blockers, and scale what works. If you enjoy turning strategy into delivery and improving experiences for clients and bankers, this role offers meaningful impact.

Job summary

As a Vice President, Product Manager – Private Client in Affluent banking, you will drive the strategy and execution of growth initiatives that improve client acquisition, retention, and relationship deepening across consumer banking and wealth management. You will partner closely with sales and cross-functional teams to optimize lead and client assignment strategies, improve cross-channel journeys, and measure results to continuously improve performance.

Job responsibilities

Lead growth initiatives that improve private client acquisition, retention, and relationship deepening across consumer banking and wealth management

Partner with sales stakeholders to improve lead management, client assignment, and sales campaign effectiveness

Define and optimize cross-channel client journeys to improve conversion and deepen relationships into wealth management

Coordinate with marketing partners to support client acquisition and engagement strategies aligned to agreed priorities

Develop, evaluate, and implement internal and third-party capabilities that enhance the private client value proposition

Collaborate with cross-functional teams to improve banker tools, enablement, and end-to-end experiences

Establish success measures and monitor performance to assess impact and guide iteration

Identify risks, dependencies, and delivery blockers; drive timely resolution and escalation where needed

Communicate progress, insights, and recommendations through clear updates and leadership-ready materials

Required qualifications, capabilities and skills

Bachelor’s degree or equivalent work experience

7 years of experience in product management, sales strategy, or business leadership within financial services

Experience delivering measurable growth outcomes in retail banking, affluent banking, and/or wealth management

Experience partnering with sales teams and cross-functional stakeholders to drive execution against defined goals

Experience using data and performance metrics to evaluate initiatives and inform decisions

Ability to structure ambiguous problems into clear plans, milestones, and ownership

Ability to manage multiple priorities and deliver in a fast-paced environment

Preferred qualifications, capabilities and skills

Master of Business Administration (MBA) or equivalent advanced degree

Experience leading cross-functional delivery teams and influencing without formal authority

Experience selecting and managing third-party capabilities (for example, vendors or platforms) to support business outcomes

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.