Product Manager - Sales Experience Platform, Vice President

As a Product Manager in Asset Management, you are an integral part of the team

that owns how Asset Management client financials and the AM coverage model are

represented in SEP and Salesforce across the full sales lifecycle. Define the

roadmap, translate business needs into clear Salesforce outcomes, and ensure

integrations, rules, and controls keep data accurate, governed, and trusted.

US-based individual contributor reporting to the Head of SEP Product Platform.

Job responsibilities

* Translate AM use cases across leads, prospects, and clients into clear

SEP/Salesforce requirements and operating routines, spanning client

financials (opportunities, mandates, business at risk, accounts, flows,

trades, GL rebates) and coverage (roles, assignments, hierarchy logic).

* Own integrations bringing client financials and financial reference data into

SEP from AM systems (e.g., PandA, CBOR, Fusion, UDM), including scope,

prioritization, delivery plans, and release readiness.

* Own end-to-end integration with internal HR sources to keep sales team

hierarchy current and aligned with Sales and Finance reporting.

* Define, implement, and maintain coverage assignment and cascading logic

across key objects (e.g., Companies, Contacts, Opportunities, Mandates,

Accounts) so outcomes match agreed coverage models and personas.

* Implement controls to keep financial and coverage data accurate and governed

(validation checks, approvals where needed, reconciliation to systems of

record, audit-ready traceability).

* Drive data stewardship across financial and coverage domains: define

attributes, mappings, lineage, and usage guidance so data is fit for how

teams use SEP.

* Establish operational discipline for production: monitoring, reconciliation,

issue triage, root-cause analysis, remediation, SLAs, and runbooks.

* Lead discovery and delivery: stakeholder workshops, scope definition, user

stories, acceptance criteria, rollout plans, and cross-team coordination

across data, engineering, and partner teams.

* Drive UAT, training, rollout communications, and adoption so teams use SEP

financial and coverage views consistently and correctly.

* Create and maintain user-facing documentation (definitions, sources, rules,

reporting guidance, known limitations).

* Align stakeholders across Sales, Technology, and Data Governance on

ownership, stewardship, change control, release communications, and standards

that enable self-service.

Required qualifications, capabilities, and skills

* 5+ years of experience or equivalent expertise in product management or a

relevant domain area

* Strong knowledge of AM business processes affecting client financials and

coverage across the sales lifecycle

* Demonstrated product ownership in cross-functional teams (business,

engineering, data, controls), translating processes into clear requirements

and measurable outcomes

* Experience delivering system-to-system integrations and managing dependencies

across multiple upstream teams, including HR/hierarchy sources

* Track record improving data quality through controls, reconciliation,

monitoring, and structured issue management through resolution

* Ability to write high-quality requirements (problem statements, scope, user

stories, acceptance criteria) and drive delivery through UAT and rollout

* Strong stakeholder management and communication skills; comfortable

presenting decisions, trade-offs, and progress to senior leaders

Preferred qualifications, capabilities, and skills

* Demonstrated prior experience working in a highly matrixed, complex

organization

* Salesforce delivery experience in a complex, regulated environment

* Familiarity with financial reference data, identifiers/hierarchies, and data

governance (ownership, stewardship, lineage)

* Experience designing or operating coverage models and hierarchy-driven

reporting for Sales and Finance audiences

* Experience operating production support routines for data products (SLAs,

runbooks, incident/problem management)

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

[https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about

requesting an accommodation.

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

Disability/Veterans

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.