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Product Experience and Design (PXT) Investments is a newly created team within the larger PXT Finance organization. The goal of the PXT Investments team is prioritizing several billion dollars of annual technology spend across the entirety of JPMorgan Chase's Consumer and Community Banking division (CCB). Consumer and Community Banking features several product portfolios spanning both line of business and functional areas (e.g., Auto Lending, Operations, Credit Card). The PXT Investments team seeks to identify the correct balance of technology projects while also identifying opportunities to shift investment dollars across the product portfolios.

As an Investment Planning Manager - Vice President within Chase PXT, you will be responsible for institutionalizing the planning and prioritization process. Your role will encompass the strategic design of quarterly planning, managing changes in investments, and developing strategic tools for future planning. Additionally, you will provide analytical insights to enhance the overall investment process.

Job Responsibilities

• Helps manages the Planning and Prioritization for the Chase PXT agenda across all level of the organization

• Supports the orchestration of quarterly planning process for 2025 and beyond - including cadences, templates, calendaring, summaries of output, office hours, etc.

• Collaborates with executive (HoPs/HoTs) to understand and shape PXTs strategy and mission

• Assess the operational and strategic performance by frequent assessment of a common value dashboard (including NPV, ROI, CX, RTE performance)

• Co-Chairs the Investment Review Forum cadence, enabling the Senior Leaders to engage on PXT planning and prioritization

• Creates and owns reports on insights regarding execution of PXT investment planning & Prioritization

• Provides support and insight into significant changes (e.g. new investment opportunities given merger acquisition)

• Acts as key stakeholder across areas impacting the Planning and Prioritization e.g. product operations, performance excellence, etc.

Required qualifications, capabilities, and skills

• 6 years professional experience in a technical field (e.g., finance, product, economics)

• Demonstrable strategic thinking abilities with problem-solving aptitude

• Expert in stakeholder management; reporting complex initiatives and briefing executives

• Experience with tracking and reporting value based outputs

• Advance expertise in Microsoft suite and specifically, PowerPoint, Excel

• Excellent written, oral, and visual communications skills and a comfort interacting with senior leaders

• Ability to deliver iterative progress quickly

Preferred qualifications, capabilities and skills

• Experience with cross-product initiatives in complex / matrixed environments

• Understanding of Agility standards and best practices

• Prior experience as a product manager, program manager, or experience working in planning role

#LI-Hybrid

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans