Wealth Management - Jersey City, NJ, United States
1 day ago
Job description
DescriptionJob Description
The Wealth Aggregation Product Associate role is focused on leading the ongoing integration and driving adoption of the Addepar aggregation software for ultra-high net worth clients of JP Morgan Wealth Management.
As the Aggregation Product Associate on the Wealth Aggregation and Analystics team, you will serve as a Subject matter expert on the Addepar application and all key functionality of the software. Support advisors and clients as key point of contact during Addepar onboarding and provide high touch ongoing product support. Act as a key JPMorgan relationship point of contact for Addepar partners. Liaise with Addepar relationship manager and technology teams to deliver new features and support key client needs. You will drive the product roadmap and define specific, measurable OKRs for the product and ensure all technology teams are operating efficiently through the consistent review of agility metrics.
Job Responsibilities
- Work closely with financial advisors to understand complex client needs and communicate the value proposition of the Addepar Aggregation solution to meet the client needs
- Assist advisors and clients with the onboarding of internal and external investment assets and establish a client account and ownership hierarchy
- Facilitate the aggregation of illiquid private investments into the client Addepar solution
- Assist reporting operations teams and advisors with client inquiries
- Serve as the product subject matter expert and key escalation point for training and inquiry resolution to ensure consistent production quality
- Coordinate with other product teams to agree on delivery expectations and work through blockers
- Define and groom product feature requirements through the agile framework
- Prioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams' capacity
- Collaborate with the delivery manager to manage workflow of Stories and Epics in Jira/Align for accurate reflection of progress completion
- Work with technology teams to prioritize and plan product releases
- Partner with product finance partners to ensure Addepar engagement is kept current with respect to third party vendor management, budgeting & payment processing
- Partner with legal, risk, compliance and controls to ensure the product is delivered to advisors and clients within the current reporting standards
Required qualifications, capabilities, and skills:
- Prior experience with Addepar or external portfolio aggregation software services
- 5+ years of experience in the financial services industry, with 1+ in product management
- Undergraduate degree
- FINRA SIE and Series 99 required within 120 days of hire
- Prior experience with administration of Addepar or other external portfolio aggregation software services required
- Product management experience
- Experience in portfolio reporting and investment performance methodologies with an understanding of complex investment products
- Experience with Jira, Align, agile product development and software delivery lifecycle
- Proven experience working with senior management and front office financial advisors
- Effective communicator with excellent written communication skills
- Proven track record of new product feature creation and delivery
Preferred qualifications, capabilities, and skills:
- Ability to influence people at all levels across a broad variety of job functions
- Demonstrated ability to manage tight delivery timelines and calmness under pressure
- Excels in a dynamic environment that changes due to external factors and new priorities
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