Own the Asset Management sales experience platform across Salesforce and SEP. Define the product roadmap, requirements, integrations, coverage logic, data governance, controls, monitoring, and production support routines. Lead stakeholder discovery, delivery, UAT, rollout, documentation, and adoption across Sales, Technology, Data Governance, Engineering, HR, and Finance teams. Ensure accurate, governed client financial and sales hierarchy data throughout the sales lifecycle.
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 for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
JPMorganChase Chicago, Illinois, USA Office
Chicago, IL, United States
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