Private Bank Marketing Compliance Workflow

**JOB DESCRIPTION**
J.P. Morgan Private Bank is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client’s full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.

You would be inclined to align data and technology with intuitive user interfaces to create high impact solutions that steer business results. You should be familiar with business systems with sales enablement, marketing workflow or other software solutions

**Responsibilities**:

- Support the product strategy for our marketing automation capabilities to steer client acquisition, deepening and engagement.
- Deliver work using an Agile development methodology. Contribute to Agile ceremonies such as daily stand-ups, weekly grooming, bi-weekly sprint planning and retrospectives.
- Work with marketing, compliance and business teams to understand and translate the voice of the “customer/client” into user stories for technology partners.
- Develop and maintain product roadmaps, product documentation, procedures, and sprint release notes.
- Coordinate and conduct user acceptance and regression testing. Maintain training resources and troubleshooting guides.

**Required qualifications, capabilities and skills**
- Business experience in a product manager or business analyst role, for a software product or digital platform.
- Strong understanding of the digital ecosystem, along with experience with Sales Enablement and/or Workflow Management platforms
- Experience working with UX design teams for prototyping and development
- Strong hands-on experience in working in an agile framework
- Ability to balance multiple priorities and meet deadlines
- A customer service mind-set and a strong inclination to deliver high quality outcomes
- Effective communicator with executive, marketing and technology constituencies. Ability to work successfully and efficiently both independently and as part of a team

**Preferred qualifications, capabilities and skills**
- Knowledge of and/or experience in the financial services industry is preferred
- Agile / Scrum Certified (CSPO) preferred.

**ABOUT US**

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

**ABOUT THE TEAM**

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.