At a Glance
- Tasks: Lead the evolution of the Advisor platform, enhancing digital experiences for clients and advisors.
- Company: Join Morgan, a global leader in asset and wealth management services.
- Benefits: Competitive salary, health benefits, and opportunities for professional growth.
- Other info: Collaborative culture with a focus on AI-driven solutions and client engagement.
- Why this job: Drive strategic change and innovation in a dynamic financial environment.
- Qualifications: 5+ years in financial services with a focus on digital transformation.
The predicted salary is between 80000 - 120000 £ per year.
Morgan Asset and Wealth Management is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Global Private Bank businesses. With client assets of $7.1 trillion and assets under management of $4.8 trillion, we are one of the largest asset and wealth managers in the world.
As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organization, the IPB Digital Advisor & Client Solutions team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It's an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally.
The IPB Advisor Platform Product Manager is responsible for leading efforts to evolve the Advisor platform digital experience, empowering our Advisors with an intuitive, AI-enabled toolkit that drives proactive client engagement and world-class service delivery. A key focus will be to establish a scalable platform strategy that enables shared components, personalization, and efficiency across the International Private Bank, ensuring an integrated end-to-end experience from Advisors to Clients.
Through partnership with Front Office stakeholders, Market Leaders, Solutions teams, designers, and technologists, the Product Manager will shape the digital product strategy and align priorities to ensure successful execution. As a Product Manager, you will define the vision for how Advisors leverage insights and intelligence to serve the world's most sophisticated clients. You will determine the product goals, objectives, and requirements, and prioritize delivery of digital capabilities in order to maximize business value and operational impact.
This role requires an AI-first mindset, building a platform for the future that anticipates client needs and scales across diverse user groups. You will partner closely with Design and Engineering as part of a product triad, and collaborate daily with Legal, Risk, Compliance, and partner product teams to drive enhancements through the entire product management lifecycle and deliver innovative digital solutions to Advisors and enabling teams across 40+ global markets.
Key Responsibilities:
- Partner with developers and UX designers to deliver intuitive and differentiated user experiences.
- Lead the product development lifecycle, ensuring sprint inputs.
- Collaborate with other product and requirement owners and designers to deliver end-to-end product and experience.
- Partner with Technology to triage issues end to end until full resolution is achieved.
- Establish approach to pilot and rollout new capabilities, including objective and scope, communication, training and support, and feedback and metrics.
- Embrace a fail-fast mentality grounded in smart, calculated bets that deliver incremental value toward a long-term vision.
Embody true 'customer obsession' in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of Advisor feedback to shape design and roadmap decisions. Lead with an AI-first approach, embedding intelligence into the platform to enable proactive, personalized engagement at scale.
Develop and maintain deep relationships with partners including senior leaders, Front Office stakeholders, Market Leaders, Solutions teams, Digital, Technology, Design, Operations, and control functions across the International Region.
5+ years of experience in financial services, preferably with experience in private banking, digital banking, or a closely related business leading strategic or transformational change.
StudySmarter Expert Advice🤫
We think this is how you could land IPB Digital & Data Transformation - Product Manager - VP in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like J.P. Morgan. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IPB Digital & Data Transformation - Product Manager - VP in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to J.P. Morgan.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on J.P. Morgan's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at J.P. Morgan
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with J.P. Morgan.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at J.P. Morgan will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former J.P. Morgan employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
