Vice President, Product Manager - Asset Management Client Service Experience - Onboarding
$122.55k - $201kWomen Veterans Interactive
Vice President, Product Manager - Asset Management Client Service Experience - Onboarding As an Onboarding Product Manager, you will apply strong product discipline to develop strategy for a critical component of the platform and lead end-to-end execution across Business and Technology workstreams—proactively managing senior stakeholder expectations and competing priorities, while mobilizing partners throughout delivery to achieve measurable business, client, and operational outcomes. Join the Asset Management Product and Experience (AMPX) team to deliver differentiated client experiences and scalable operating models through innovative products. Immerse yourself in our people and business, drive process and technology change, and build high‑performing collaborations with Engineering and Design partners. Within AMPX, the Client Service Experience team drives the development of capabilities for the pre‑onboarding, onboarding, and servicing phases of the client lifecycle. We are undertaking significant business process and client experience initiatives to meet our clients’ needs and AM's growth ambition. Job Responsibilities: Define and maintain the onboarding product vision and roadmap, aligned to business priorities, operating model needs, and client experience goals. Lead transformation management and business change for onboarding capabilities, driving adoption, operational readiness, and measurable outcomes. Develop and execute strategy for onboarding journeys (e.g., prospect-to-client conversion, information capture, approvals, documentation/workflow), optimizing for speed, transparency, and quality. Establish and run governance and execution cadence (planning, delivery milestones, dependency management, issue management, decision making, and escalation). Define OKRs and success metrics tied to cycle time, throughput, quality, rework, client experience, and operational efficiency. Own the product backlog and prioritize features in collaboration with stakeholders while managing scope, timelines, dependencies, and risk. Communicate complex process and technology topics clearly, producing crisp updates, decisions, and action plans for varied audiences. Proactively manage senior stakeholders, shape agendas, navigate competing priorities, and drive timely decisions and escalations as needed. Use data to inform decisions and continuous improvement; ensure data quality and monitoring are in place for ongoing oversight. Required Qualifications, Capabilities, and Skills: Hands‑on product management experience with agile product practices (roadmaps, backlogs, prioritization, iterative delivery). High data literacy, with the ability to analyze and communicate insights effectively (e.g., funnel metrics, cycle time, defect/rework, adoption). Excellent stakeholder management skills; comfortable influencing senior leaders and facilitating decision‑making. Strong written and verbal communication, documentation, analytical thinking, and sound judgment. Ability to learn new domains quickly and translate business problems into clear product outcomes and requirements. Preferred Qualifications, Capabilities, and Skills: Asset Management experience and/or experience delivering solutions for a Client Service organization. Experience partnering with UX research/design to improve client and user journeys. Familiarity with onboarding, KYC/client due diligence concepts, documentation/workflow, or client lifecycle operations. AI‑driven mindset, with a desire to apply AI‑enabled tooling to improve product decisioning, documentation quality, and delivery velocity with triad partners. 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 New York,NY $122,550.00 - $201,000.00 / year #J-18808-Ljbffr Women Veterans Interactive
$140k - $180k
TryApplyNow is seeking a Vice President, Product Manager for Asset Management Client Service in New York. This role involves leading the onboarding product strategy and execution, ensuring high-quality client experiences, and managing stakeholder expectations. The ideal...Asset- JPMorgan Chase & Co. is looking for an Onboarding Product Manager in New York to develop and... ...hands-on product management experience, high data literacy, and strong... ...communication skills. Experience in asset management or client services is preferred. Join a team that drives...Asset
- ...the Opportunity Our client, a leading global asset management firm , is seeking an Assistant Vice President, Client Onboarding to manage complex... ...intersection of client service, investment operations,... ...~3-10+ years of experience in client onboarding,...Asset
$68k - $179k
...VP, Payments Product Owner At BNY... ...global financial services company at the... ...'s investible assets. Every day,... ...collaborate with clients, driving... ..., etc.), Cost Management (collaborating... ...engaging in client onboarding, product... ...equivalent work experience required. ~3...AssetTemporary workWork experience placementWorldwide$110k - $190k
...Digital Assets Product Owner - Vice President Wealth Management Platforms Morgan Stanley Wealth... ...practical digital asset experience, a strong foundation... ...traditional financial services, and the ability to translate... ...’s employees serve clients worldwide including...AssetTemporary workWork at officeWorldwide- ...Product Director Ignite your passion for... ...to architect service-oriented and rule... ...Product Director in Client onboarding and documents platform... ...execution, risk management, and business... ...~8+ years of experience or equivalent expertise... ...processing and asset management. We...Asset
$180.5k - $285k
...your passion for product innovation by leading... ...to architect service-oriented and rule... ...Product Director in Client onboarding and documents... ...execution, risk management, and business growth... ...~8+ years of experience or equivalent expertise... ...processing and asset management....Asset$110k - $190k
...Digital Client Experience & Platforms Product Owner – Vice President Wealth Management Platforms Purchase, NY We are seeking a talented and motivated digital... ...Morgan Stanley is a leading global financial services firm providing a wide range of investment banking...Temporary workWork at officeWorldwide$85k - $140k
...Asset Movement Platforms – Assistant Vice President Wealth Management Platforms Purchase, NY... ...Management Field Experience & Platforms (FPE... ...partners closely with Product, Technology, Operations... ...financial services firm providing a... ...employees serve clients worldwide...AssetTemporary workWork at officeWorldwide- ...Vice President, Client Services About the Company Top-tier digital asset investment firm Industry Financial Services... ...a high-quality service experience across various client interactions... .... This includes onboarding, account management, reporting, and handling...Asset
- ...Client Service Operations Analyst We are seeking... ...with 5+ years of experience in commercial... ...execution, exception management, and client issue... ...new client onboarding, account setup, and... ...across Operations, Product, Technology, and... ...clients such as asset managers, banks,...AssetShift work
- ...Product Delivery Manager In Treasury Services, Usd Clearing Shape the future of product delivery... ...and optimize customer experiences. Lead end-to-end... ...with product management, client services, implementations... ...transaction processing and asset management. We offer...Asset
$105k - $130k
...highly organized onboarding lead to coordinate new client implementations... ...onboarding experience and successful... ...plans including management reporting, tracking... ...experience in product management,... ...particularly in financial services. Familiarity... ...alternative asset classes and...AssetWork at officeLocal areaShift work$175k - $210k
...Wealth Solutions Experience Remote, USA... ...planning, investment management, tax, estate,... ...of our clients.* Mercer Advisors... ...70 billion in assets. The Barron’s... ...size, growth, service quality,... ...Client Service, Product/Technology, and... ...experience, including onboarding, delivery,...AssetTemporary workSeasonal workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours$110k - $170k
...to 90% of the top 30 asset managers in the private markets... ...JOB DESCRIPTION: The Client Experience Lead reports into the Head of Product - Private Credit and... ...market-leading, AI-native servicing experience. This role... ...recruiting and onboarding process for everyone....AssetFull timeLocal areaFlexible hours$72k - $80k
A financial services firm in New York seeks an Asset Management Associate to manage the onboarding and service processes for new and existing clients. This role requires a Bachelor’s degree and 3-5 years of experience in financial services, to provide high-level customer...Asset- ...experienced Product Manager with a passion... ...is seeking a Vice President to lead the build... ..., client engagement, and... ...tracking, client onboarding, sales pipeline... ...trade client servicing. Your work... ...ensuring a unified experience for users.... ...and asset management....Asset
$150k - $185k
...Vice President, Corporate Services & Administration Manager (Americas) New York | La Jolla... ...the answers our clients need to succeed.... ...employee travel experience aligned with cost... ...lifecycle: Hiring, onboarding, coaching,... ...our most important asset and crucial to our...AssetWork at officeLocal area$122.55k - $201k
...Digital is seeking a Vice President, Product Manager to lead product... ...advisor platform experiences. This role owns the... ...translating advisor and client needs into scalable... ...controlled financial services environment. Key... ...transaction processing and asset management....Asset$140k - $295k
Description & Requirements Product Manager - Data User Experience - BQuant Location New... ...enriched, and combined with client data Define and evolve API... ...platform supports multi‑asset and complex financial data... ...with data‑producing teams to onboard new datasets Partner with...AssetTemporary workFor contractorsWork experience placement- ...Product Owner, Private Markets Businesses (Vice President) As a Product Owner on the Asset Management Private Markets Product team, you will serve as... ...or equivalent practical experience; diverse academic backgrounds... ...and government clients under the J.P. Morgan and...Asset
$122.55k - $201k
...Alternative Investment Product Development team... ...differentiating services. The team's role... ...Product Owner - Vice President candidate will... ...sourcing and management of reference... ...vision connecting client/advisor needs with... ...7+ years of experience in asset/wealth management...AssetDay shift- ...an accomplished Vice President, Product Manager to join our Enterprise... ..., wealth and asset management... ...record of leading client engagements and... ...functional teams. Your experience in front office... ...seamless onboarding and integration... ...knowledge of financial services, investment...Asset
- ...Bi-Lingual Client Service Officer Assistant Vice President Discover your... ...and investments products to deliver... ...contact post onboarding to ensure requests... ...Sales Teams. Manage and execute... ...client experience and/od operating... ...its clients and assets, by driving compliance...AssetWork at officeImmediate start
- ...Client Solutions And Implementations Manager Join JPMorganChase's Securities Services team and help deliver innovative... ...client experiences and driving successful... ...'ll work with asset managers,... ...range from single products to complex,... ...seamless onboarding, robust governance...Asset
$98.96k - $148.44k
...The Client Service Officer is a strategic professional... ...and investments products to deliver... ...client contact post onboarding to ensure requests... ...Sales Teams. Manage and execute high... ...to improve client experience and/od operating... ...its clients and assets, by driving compliance...AssetFull timeWork at officeImmediate start$122.55k - $201k
...Join a core product team at JPMorganChase, where your expertise in Asset Servicing will shape the future of securities... ...offering for clients in the US and LATAM markets... ...operating models. Manage proactive reviews... ...and synthesizing user experience reviews into change strategy...Asset$140k - $145k
...looking for an experienced Product Manager/Account Manager! Full-... ...results for our clients. We offer the salary and... ...management support services and manage the account... ...and skill. Mandatory Experience: Proven work experience... ...employees are our greatest asset and diversity, equity,...AssetFull timeWork experience placementRemote workFlexible hours- ...Product Manager You enjoy shaping the future of product... ...products that resonate with clients. As a Product Manager... ...top-tier client experiences. With a strong... ...transaction processing and asset management. We... ...markets, securities services and payments. Corporations...Asset
- ...Asset Servicing Product Lead Join a core product team at JPMorganChase, where... ...a competitive offering for clients in the US and LATAM markets... ...operating models. Manage proactive reviews with clients... ...models and synthesizing user experience reviews into change...Asset
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