Brokerage Product Lead - Wealth Tech

Brokerage Product Lead - Wealth Tech

Full-Time 60000 - 80000 £ / year (est.) No working from home possible
TwinThread

At a Glance

  • Tasks: Lead innovative product development for wealth management and enhance customer experiences.
  • Company: Join J.P. Morgan, a leader in digital wealth management and investment services.
  • Benefits: Competitive salary, diverse work culture, and opportunities for professional growth.
  • Other info: Collaborative environment with opportunities to work across teams and projects.
  • Why this job: Make a real impact by shaping investment products that empower customers.
  • Qualifications: Experience in product management or financial services; passion for fintech is a plus.

The predicted salary is between 60000 - 80000 £ per year.

J.P. Morgan Personal Investing offers award‑winning investments, products and digital wealth management services to over 275,000 investors in the UK. We built the business with innovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals.

As a Product Associate for Brokerage at J.P. Morgan Personal Investing, you are an integral part of the team that innovates new product offerings and leads the end‑to‑end product life cycle. You are responsible for acting as the voice of the customer and developing profitable products that provide customer value. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top‑tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross‑functional teams to deliver high‑quality products that exceed customer expectations.

Our Product team is at the heart of this venture, focused on getting smart ideas into the hands of our customers. We’re looking for people who have a curious mindset, thrive in collaborative squads, and are passionate about building investment products. By their nature, our people are also solution‑oriented, commercially savvy and have a head for fintech. We work in tribes and squads that focus on specific products and projects – and depending on your strengths and interests, you’ll have the opportunity to move between them.

Job responsibilities
  • Develop and articulate a clear product strategy that delivers meaningful value to customers and aligns with the firm’s broader objectives.
  • Manage discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap.
  • Own, maintain, and develop a product backlog that enables development to support the overall strategic roadmap and value proposition.
  • Build the framework and track the product’s key success metrics such as cost, feature and functionality, risk posture, and reliability.
  • Build strong and collaborative relationships across different departments, including internal teams (Product and Engineering, Compliance, Operations and Investments) and with our external partners.
  • Define and manage a highly organised roadmap and supporting backlog to ensure your team is delivering products that will most positively impact customers and the business.
  • Be passionate about the Product Development process, always striving to improve how products are built to ensure teams operate to their maximum effectiveness and efficiency.
  • Balance business and technical objectives and translate these as clear priorities for the Engineering team.
  • Oversee product development, testing, and release management, ensuring high standards of quality and reliability.
  • Actively participate in agile ceremonies including daily stand‑ups, planning meetings, and retrospectives, to drive transparency, accountability and continuous learning.
Required qualifications, capabilities and skills
  • Experience or equivalent expertise in product management or a relevant domain area within financial services or technology.
  • Proven track record of successfully building wealth management products, familiarity with brokerage and/or mutual funds end‑to‑end lifecycle.
  • Advanced knowledge of the product development life cycle, design, and data analytics.
  • Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management.
  • Experience working in the delivery of large, complex digital product initiatives with cross‑team dependencies.
  • Experience with software delivery best practices, working with technical product requirements and mapping of dependencies, design of minimum viable products, working with multi‑country requirements.
  • Ability to explain technical issues in a clear way to the business and other stakeholders.
  • Ability to analyse and incorporate user needs, business needs, and technical constraints/opportunities into the product development process.
  • Be the glue among departments and create shared understanding by translating ideas and concepts into technical or layman’s terms.
Preferred qualifications, capabilities and skills
  • Bachelor’s degree in engineering, computer science, finance or highly qualitative degree.
  • Track record of delivering successful products based on first‑principles design, working with data and customer feedback.
  • Demonstrated prior experience navigating and working in matrix and complex organizations, collaborating effectively across teams and functions.

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.

Brokerage Product Lead - Wealth Tech employer: TwinThread

At J.P. Morgan Personal Investing, we pride ourselves on being an exceptional employer that fosters innovation and collaboration within the wealth tech sector. Our inclusive work culture encourages personal growth and development, offering employees the chance to engage in meaningful projects that directly impact our customers' financial journeys. With a commitment to diversity and a focus on employee well-being, we provide a supportive environment where your ideas can thrive and contribute to our mission of delivering top-tier investment products.

TwinThread

Contact Details:

TwinThread Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Brokerage Product Lead - Wealth Tech

Tip Number 1

Network like a pro! Reach out to people in the industry, especially those at J.P. Morgan. A friendly chat can open doors and give you insights that might just set you apart from the crowd.

Tip Number 2

Prepare for interviews by diving deep into the company’s products and services. Show us you’re not just another candidate; demonstrate your passion for wealth tech and how you can contribute to innovative product offerings.

Tip Number 3

Practice your storytelling skills! Be ready to share your experiences in product management and how they align with the role. We want to hear about your successes and how you’ve tackled challenges in previous projects.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our team at J.P. Morgan.

We think you need these skills to ace Brokerage Product Lead - Wealth Tech

Product Management
Market Research
Product Development Life Cycle
Data Analytics
Wealth Management Products
Agile Methodologies
Cross-Functional Collaboration

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter for the Brokerage Product Lead role. Highlight your experience in product management and how it aligns with J.P. Morgan's focus on innovation and customer value.

Showcase Your Passion:Let your enthusiasm for fintech and product development shine through. We want to see that you’re not just qualified, but genuinely excited about building investment products that make a difference.

Be Clear and Concise:When writing your application, keep it straightforward. Use clear language to explain your experiences and achievements, making it easy for us to see how you can contribute to our team.

Apply Through Our Website:Don’t forget to submit your application through our official website. It’s the best way for us to receive your details and ensures you’re considered for the role without any hiccups.

How to prepare for a job interview at TwinThread

Know Your Product Inside Out

Before the interview, dive deep into J.P. Morgan's brokerage products and services. Understand their unique selling points and how they align with customer needs. This will help you articulate your thoughts clearly and show that you're genuinely interested in the role.

Showcase Your Collaborative Spirit

Since the role involves working closely with cross-functional teams, be prepared to discuss examples of how you've successfully collaborated in the past. Highlight your ability to bridge gaps between technical and non-technical stakeholders, as this is crucial for product development.

Demonstrate Your Analytical Skills

Be ready to talk about how you've used data analytics in previous roles to inform product decisions. Bring specific examples of how you've gathered user feedback and integrated it into product strategies, showcasing your solution-oriented mindset.

Prepare for Agile Discussions

Familiarise yourself with agile methodologies, as you'll likely be asked about your experience with agile ceremonies. Be prepared to discuss how you've contributed to daily stand-ups, planning meetings, and retrospectives, and how these practices have improved team performance.