Executive Director, Workplace Channel Activation Product Lead Greater New York City, NY Area

The Company is seeking an Executive Director to lead workplace-channel client acquisition and asset-gathering initiatives. The role will define and execute a multi-year roadmap, lead business analysis and user-journey design, and coordinate cross-functional teams to deliver effective client experiences. Responsibilities include establishing executive forums for prioritization and risk assessment, using data and market insights to identify improvements, and overseeing change management, governance, pilots, launches, training, and performance reporting. The successful candidate will also build and develop high-performing teams and align stakeholders across complex initiatives. Candidates should have 12 or more years of experience and deep expertise in wealth management or investments, including the broker-dealer regulatory environment. Strong product management experience is required, including roadmap development, requirements definition, process and journey mapping, prioritization, dependency management, and agile delivery. Applicants should also bring knowledge of advisor and banker workflows, customer relationship management, analytics, and automation tools, along with strong communication, leadership, problem-solving, and stakeholder-influence skills. A bachelor’s degree is required; an MBA is preferred.

Hiring Company

JPMorgan Chase & Co.