Insurance & Annuities - Product

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This role offers the opportunity to lead complex, cross-functional initiatives spanning Product, Data Owners, Operations, and Technology, with a focus on execution, transparency, and measurable outcomes.</p>Job Responsibilities\n<ul>\n <li>Advance the annuity and insurance data strategy by scaling and optimizing product data implementation across client- and Advisor-facing applications.</li>\n <li>Partner with business leads, Data Owners, Operations, Product, and Technology to align on priorities, requirements, sequencing, and delivery plans.</li>\n <li>Define and design end-to-end, data-enabled solutions for annuity and insurance products within the broader JPMorganChase application ecosystem.</li>\n <li>Consolidate and interpret complex datasets into clear insights and narratives tailored to business leaders, clients, and Advisors.</li>\n <li>Develop and maintain dashboards and reporting (e.g., Tableau, Alteryx, or similar tools) to track book of record, sales performance, and administrative metrics.</li>\n <li>Establish and strengthen data quality and control frameworks, including governance, monitoring, and data syndication to downstream consumers.&nbsp;</li>\n <li>Identify and drive AI-enabled opportunities to improve data processing efficiency, accuracy, scalability, and overall operating effectiveness.</li>\n <li>Manage data initiatives and roadmaps in partnership with Product Owner(s) and Data Owner(s), ensuring priority alignment and measurable execution.</li>\n <li>Lead delivery end-to-end, including timeline definition, milestone planning, dependency tracking, and on-time outcomes.</li>\n <li>Proactively manage risks and issues, escalating through the defined escalation matrix while maintaining clear, consistent stakeholder communication.</li>\n <li>Translate business needs into actionable requirements, balancing near-term deliverables with longer-term strategic objectives.</li>\n</ul>&nbsp; Required Qualifications, Capabilities, and Skills\n<ul style=\" font-style: normal;  font-weight: 400;  margin-bottom: 16px;  margin-top: 0px;  padding-bottom: 0px;  padding-top: 0px;  text-decoration-color: initial;  text-decoration-style: initial;  text-decoration-thickness: initial\">\n <li style=\"margin-bottom: 8px\">Bachelor’s degree.</li>\n <li style=\"margin-bottom: 8px\">Minimum 5+ years of experience in data- or product-focused roles.</li>\n <li style=\"margin-bottom: 8px\">Intermediate Tableau experience (dashboard development and insight generation for stakeholders).</li>\n <li style=\"margin-bottom: 8px\">Demonstrated ability to synthesize complex data into clear insights, narratives, and recommendations for senior audiences.</li>\n <li style=\"margin-bottom: 8px\">Proven project/program delivery experience, including timeline management, milestone execution, dependency tracking, and risk management.</li>\n <li style=\"margin-bottom: 8px\">Strong stakeholder management skills with experience operating across a complex organization and multiple partner groups.</li>\n <li style=\"margin-bottom: 8px\">Ability to work independently with strong initiative, energy, and confidence in ambiguous or fast-moving environments.</li>\n <li style=\"margin-bottom: 8px\">Strong organization, prioritization, and multitasking skills with attention to detail and follow-through.</li>\n <li style=\"margin-bottom: 8px\">Ability to understand business needs and connect data initiatives to measurable outcomes and strategic goals.</li>\n <li style=\"margin-bottom: 8px\">Experience partnering with Operations and Technology teams to execute solutions across platforms and processes.</li>\n</ul>Preferred Qualifications, Capabilities, and Skills\n<ul style=\" font-style: normal;  font-weight: 400;  margin-bottom: 16px;  margin-top: 0px;  padding-bottom: 0px;  padding-top: 0px;  text-decoration-color: initial;  text-decoration-style: initial;  text-decoration-thickness: initial\">\n <li style=\"margin-bottom: 8px\">MBA or post-graduate degree.</li>\n <li style=\"margin-bottom: 8px\">Experience in financial services project/product management.</li>\n <li style=\"margin-bottom: 8px\">Experience with annuities and/or life insurance products and related operating models.</li>\n <li style=\"margin-bottom: 8px\">Experience with Alteryx or comparable data synthesis/workflow tools.</li>\n <li style=\"margin-bottom: 8px\">Demonstrated experience identifying and implementing AI solutions that streamline data processing or improve data quality.</li>\n <li style=\"margin-bottom: 8px\">Experience supporting cross-line-of-business stakeholders (e.g., U.S. Wealth Management, U.S. Private Bank, and/or International Private Bank).</li>\n</ul>",
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