Wealth Management Global Products & Solutions Donor Advised Funds Product Manager - Vice President

JPMorganChase & Co.

is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees, and operations in over 60 countries.

It operates across four business segments including Asset & Wealth Management, Corporate & Investment Bank, Commercial Banking, and Consumer & Community Banking.

JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions.

Asset Management provides individuals, advisors, and institutions with strategies and expertise spanning 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 to better define, focus, and realize their goals.

About the team

As part of Wealth Management (WM) Solutions, the Solutions Product Development group partners with investment solutions, digital, technology, operations, and front-office teams to build and deliver products for the Private Bank (PB), JPMorgan Advisors (JPMA), and Chase Wealth Management (CWM) lines of business.

Position Overview

The candidate will join the Wealth Management Solutions team, focused on evolving the firm's Donor Advised Fund (DAF) investing experience end-to-end.

You will own and drive product outcomes across the DAF investment lifecycle including investment option strategy, onboarding, allocation changes, trading/implementation workflows, asset servicing, and performance reporting.

You'll deliver a simpler, more scalable experience for donors, advisors, and internal teams.

This role is ideal for a structured, highly organized product leader who thrives in a fast-paced environment, combines strong analytical rigor with customer empathy, and can translate complex investing workflows into clear product requirements and delivered capabilities.

Investment/trading domain experience is a strong plus.

Key Responsibilities


* Own the DAF investment product roadmap: define product vision, goals, success metrics, and prioritized backlog for investment-related capabilities across the wealth continuum.


* Discover and define customer problems: synthesize donor/advisor insights, operational pain points, and market trends to identify and size product opportunities (with emphasis on investing options, implementation experience, and servicing).


* Deliver product outcomes through execution: lead initiatives from concept to launch using agile practices-writing PRDs, epics/user stories, acceptance criteria, and partnering with engineering, design, and operations through build, test, and release.


* Partner on digital experience: work closely with digital product and UX teams to improve investment workflows, disclosures, and user journeys (e.g., funding, allocation changes, rebalancing requests, portfolio views).


* Design scalable operating models: collaborate cross-functionally to improve current-state processes and define future-state opera...