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About the Role

Drives projects and programs focused on strategic and continuous improvement initiatives for the Annuity and Insurance product organization within JPM Wealth Management. Analyzes business and operational processes to identify and recommend product and platform innovation, efficiencies, and applicability initiatives. Partners with business leadership, stakeholders, and third-party carriers/vendors to define, develop, and manage successful implementations. Focuses on Artificial Intelligence (AI) initiatives, translating the business AI vision into an executable roadmap.

Responsibilities

Support Product Delivery across Annuities & Insurance products overseeing the end-to-end lifecycle of product delivery from epic creation, story writing, progress reports, overseeing UAT and reporting off and signing off on readiness.
Lead AI initiative delivery (end-to-end): Own intake, scoping, roadmap, and execution for AI projects supporting the Annuity & Life insurance business, aligning stakeholders on objectives, timelines, and measurable outcomes.
Translate business needs into executable plans: Partner with product, technology, data, risk/compliance, and operations and other stakeholders to convert use cases into clear requirements, delivery milestones, dependency plans, and success metrics.
Drive operational excellence with AI-enabled PM practices: Identify and pilot AI capabilities that improve project management efficiency, and standardize governance, reporting, and change management to scale proven approaches across the portfolio.
Develop and manage initiatives while balancing stakeholder, risk and business impacts.
Leverage data to understand user behavior, drive decision making, and business goals for growth and efficiency.
Partner with stakeholders to define functional requirements and translating these requirements into Epics, and stories for technology to deliver solutions.
Oversee and coordinate all user acceptance testing for projects and provide reports of testing results, readiness to go/live and facilitation of go/no go decisions.

Requirements

Proven ability to thrive in fast-paced environments.
Strategic thinking.
Influence without authority.
Self-starter.
Able to lead complex projects with a broad scope of stakeholders.
Manage multiple workstreams simultaneously.
Encourage a strong collaborative environment.
Drive projects end-to-end to completion.
Ability to work across business functions (including sales, operations, technology, marketing, legal, risk, compliance) is critical.
Familiarity with the financial services industry.
Understanding of Life Insurance & Annuities.
8–12+ years in project/program management with multi-workstream delivery ownership (technology, data, or digital transformation).
Experience operating at VP level.
Experience in financial services.
Preferred subject matter expertise in annuities and/or insurance.
Direct experience delivering AI/ML, advanced analytics, automation, or GenAI-enabled capabilities.
Convert an AI strategy into a sequenced roadmap with clear milestones, dependencies, resourcing, and benefits tracking.
Run an objective prioritization process (value, complexity, data readiness, operational readiness, risk) and drive timely decisions with senior leaders.
Own delivery from intake and requirements through build, testing, release, adoption, and post-launch measurement (including hyper care where needed).

Skills

Artificial Intelligence (AI)
Product Delivery
Platform Strategy
Business Analysis
Operational Process Improvement
Project Management
Program Management
Stakeholder Management
Third-party Vendor Management
Roadmap Development
Scope Definition
Operating Model Definition
Milestone Planning
Resourcing
Dependency Management
Data Analysis
User Behavior Analysis
Functional Requirements Definition
Epic Creation
Story Writing
User Acceptance Testing (UAT)
AI/ML Delivery
Advanced Analytics Delivery
Automation Delivery
GenAI Delivery
Strategy to Execution Translation
Prioritization
Decision Facilitation
Risk Management
Change Management
Financial Services Industry Knowledge
Annuities
Insurance

Experience Level

8-12+ years

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

JPMorganChase, 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.
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.

Equal Opportunity

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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans