You are a strategic thinker passionate about driving solutions in Insurance & Annuities Product. You have found the right team
As a Wealth Management Solution Analyst in the WM IRS Annuity & Life Insurance Product Management and Business Development Team, you will support product onboarding, management, and development initiatives across Chase Wealth Management, JPMorgan Securities, and the Private Bank. You will partner with global product teams, manage product collaterals, analyze business opportunities, and liaise with carriers and stakeholders to deliver world-class solutions. This role offers the prospect to work across lines of business and functions, driving product excellence and client satisfaction.
Job responsibilities:
Conduct carrier due diligence with a focus on Insurance & annuities products across LOBs
Partner with global product teams to support carrier review, updates, and ongoing monitoring and part of Governance meetings
Manage product collaterals including training decks, interest rate documents, and competitor benchmarking
Understand and define business needs in the context of short and long-term objectives
Liaise with carriers and internal/external stakeholders for day-to-day product management tasks
Analyze product performance across LOBs and advisor adoption
Manage internal working groups for day-to-day product management tasks
Required qualifications, capabilities and skills:
2+ years of experience in project or product management within financial services
High attention to detail and superior multi-tasking and organizational skills
Broad understanding of JPMorgan Asset Management and Global Wealth Management
Excellent communication skills and poise in giving presentations, especially to senior management
Demonstrated aptitude for sales support and client relationship management
Ability to be a energetic member of a team
Solid initiative, energy, and confidence in completing projects with lim