Our Business

The Investment Product Operations team is a part of our Asset & Wealth Management Operations team who embraces a set of core values that underlie the foundation of a high performance culture, guiding how we act as individuals and how we interact with others inside and outside the organization. These core values are: Courage, Honesty & Integrity, Accountability, Respect, Openness, and Trust.

The organization sustains an excellent reputation with our clients and treats colleagues as individuals, valuing diversity and rewarding their merits. Through a process of engagement and empowerment, colleagues take pride in the quality of service delivered to internal and external clients. Candidates interested in joining the Investment Product Operations team will be selected, in part, based on their own personal alignment with these values and aspirations.

Job Summary

The Insurance & Retirement Services Operations team supports the day-to-day processing of applications for our 529 & Annuities products, while also serving as a PMO team to deliver the
Transformation agenda for not only 529 and Annuities but also our Life Insurance and Institutional Retirement products as well.

In this role, you will be a
Program Manager, responsible to drive the
transformation of our products’ platforms and processes in close partnership with our Product & Technology teams. You will be managing our Project Management Office with senior project managers and their teams to support each of your products within your remit.

We’ll be relying on your seasoned expertise in delivering innovation and uplifting the experiences of our clients and Advisors. Your role will require the ability to deal with complex business challenges, competing priorities and interaction with the senior management team.

A candidate who understands the holistic client and advisor journey, our role as the Operations function and the responsibilities we have to their experience would be an ideal candidate.

Responsibilities :

  • Manage a team of project managers to deliver enhancements and product launches across a portfolio of complex products consisting of 529, Life Insurance, Annuities & Institutional Retirement that span multiple lines of business.
  • Manage all aspects of multiple related projects to ensure the overall program is aligned to and directly supports the achievement of strategic objectives
  • Collaborate with key stakeholders from Product, the Business, Technology, our internal Operations team, Legal, Compliance and more to execute against roadmaps.
  • Provide status reporting regarding project milestones, deliverables, dependencies, risks and issues by communicating across leadership
  • Participate in capacity planning, developing strategy, refining governance structures, budget, metrics and resource allocation for the program teams
  • Provide leadership to the PMO team by building and motivating team members to meet project goals, KPI’s, OKR’s.


  • Demonstrated leadership experience with a minimum of 5 years of management-experience leading a team of project managers
  • Strong organizational and program management skills, product management, or middle office management in the financial industry experience
  • Ability to manage across a complex set of requirements with multiple stakeholders
  • Product knowledge of 529, Annuities, Life Insurance and/or Institutional Retirement is preferred
  • Strong background and proven ability to transform Operations businesses across multiple business areas
  • Vocal in challenging business-as-usual operating models and recommending innovative improvements
  • Proven track record of delivering large scale and complex programs and projects
  • Demonstrated experience managing and collaborating with multiple teams, coordinating across different cross-functional initiatives, and reaching consensus with diverse stakeholders
  • Ability to move initiatives forward in a cross-functional and matrixed organization
  • Strong team player with ability to work with teams at all levels of the organization
  • Ability to quickly build relationships and influence colleagues, business leaders, and functional partners
  • Excellent analytical skills, communications and presentation skills
  • Confident communicator with the ability to provide clear and succinct verbal and written updates for all levels of the organization
  • Excellent judgement and independent decision-making ability

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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans