Wealth Management Solutions - Product Delivery, Vice President

Job Description

The Annuity and Insurance Product Delivery & Platform Strategy Team  drives projects/programs that focus on driving strategic and continuous improvement initiatives supporting our Annuity and Insurance product organization across JPM Wealth Management. Responsibilities include analyzing business and operational processes to identify and recommend product & platform innovation, efficiencies, and applicability initiatives to drive business results. As part of the team, this role will partner with business leadership, key business stakeholders, and our third-party U.S. based insurance carriers and vendors to define, development and manage successful implementation. The role will have a strong focus on Artificial Intelligence (AI) initiatives and  serve as a central point of accountability to translate the business AI vision into an executable roadmap—defining program scope, delivery operating model, milestones, resourcing, and dependency management across multiple concurrent initiatives.

 

The ideal candidate should have proven ability to thrive in fast-paced environments, think strategically, influence without authority, be a self-starter, and able to lead complex projects with a broad scope of stakeholders. The candidate will manage multiple workstreams simultaneously, encourage a strong collaborative environment, and drive projects end-to-end to completion. The ability to work across business functions (including sales, operations, technology, marketing, legal, risk, compliance) is critical to the role. The candidate will be familiar with the financial services industry, with an understanding of Life Insurance & Annuities.

 

Job 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 (e.g., new AI-enabled tools, process automation, decision-support), 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 (e.g., adoption, cycle-time reduction, quality/accuracy improvements).

• Drive operational excellence with AI-enabled PM practices: Identify and pilot AI capabilities that improve project management efficiency (e.g., status automation, risk/issue prediction, documentation support), 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.

 

Required qualifications, capabilities and skills

• Experience: 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, with preferred subject matter expertise in annuities and/or insurance. 

• AI / analytics delivery exposure: Direct experience delivering AI/ML, advanced analytics, automation, or GenAI-enabled capabilities (doesn’t need to be hands-on model building, but must understand the lifecycle and delivery implications)

• Strategy-to-execution translation: Convert an AI strategy into a sequenced roadmap with clear milestones, dependencies, resourcing, and benefits tracking.

• Prioritization and decision facilitation: Run an objective prioritization process (value, complexity, data readiness, operational readiness, risk) and drive timely decisions with senior leaders.

• End-to-end delivery management: Own delivery from intake and requirements through build, testing, release, adoption, and post-launch measurement (including hyper care where needed).

About Us

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.

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.

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

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.​