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Wealth Management Product Manager Jobs (NOW HIRING)

Cross-sell commercial, retail and mortgage banking services and products to Trust and Wealth Management customers. Develop joint marketing relationships and strategies with other areas of the Bank.

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Wealth Management Product Manager information

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$51.5K

$159.4K

$197K

How much do wealth management product manager jobs pay per year?

As of Aug 19, 2026, the average yearly pay for wealth management product manager in the United States is $159,405.00, according to ZipRecruiter salary data. Most workers in this role earn between $141,000.00 and $197,000.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Management Product Manager vs Financial Advisor?

AspectWealth Management Product ManagerFinancial Advisor
Primary RoleDevelops and manages financial products and solutions for clientsProvides personalized financial planning and investment advice
Required CredentialsTypically a degree in finance, business, or related field; certifications like CFA or CFP are commonCFP, Series 7, Series 66, or 65 licenses; degree in finance or related field often preferred
Work EnvironmentFinancial institutions, product development teams, corporate settingsBank branches, independent firms, or private practices
FocusProduct development, market analysis, and strategyClient relationships, financial planning, and investment management

While both roles require financial knowledge and certifications, the Wealth Management Product Manager focuses on creating and managing financial products, whereas the Financial Advisor concentrates on advising clients directly. Their work environments and daily tasks differ, but both are essential in the wealth management industry.

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Cities with the most Wealth Management Product Manager job openings:

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Infographic showing various Wealth Management Product Manager job openings in the United States as of August 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $159,405 per year, or $76.6 per hour.

J.P. Morgan Wealth Management - Vice President - Product Manager

JP Morgan Chase

Plano, TX • On-site

Full-time

Medical, Retirement

Re-posted 16 days ago


JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

72nd of 171 rated banks


Job description

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. 

As a Vice President - Product Manager in Wealth Management Servicing, you will contribute to the team by leveraging your expertise in product development to create innovative products that increases the productivity of our operations and advisors.  You will develop and refine the workstream's roadmap, develop business requirements, drive their execution, and support the products through its lifecycle in collaboration with a wide range of partners and stakeholders.  You will exhibit strong client focus, intellectual curiosity, creative problem-solving skills, strong communications acumen, and ability to prioritize and structure the work effectively to achieve a desired outcome within a specified time frame.   Motivated candidates with technology, design, research, or operations background are welcome to apply. 

Job responsibilities

  • Collaborate with a wide array of business, technology, marketing, legal, and compliance partners to continuously build, refine, and evolve the product roadmap.
  • Develop and maintain clear documentation of the scope, business requirements, use cases, workflows, wireframes, and other materials as needed to support UX research, design, and development.
  • Critically evaluate information gathered from multiple sources and ensure consistency; determine cross impacts; distinguish user requests from the underlying user needs.
  • Analyze and synthesize key themes from product analytics, user experience research, market analysis, and company goals to guide product planning.
  • Facilitate QA execution in partnership with relevant Technology and peer Product teams.
  • Lead the UAT execution and Production validations to ensure the delivered solution ties back to the requirements.
  • Support the data-guided approach to product development based on inputs such as web analytics, call center data, client feedback, etc.
  • Support escalations and provide subject matter expertise into Production issues and incident resolution.
  • Team up and work closely with peer product groups on major business initiatives requiring complex, multi-faceted solutions.
  • Manage a team and product owners and mentor junior talent

Required qualifications, capabilities, and skills

  • 3+ years of experience or equivalent expertise in product management or a relevant domain area
  • Proficient knowledge of the product development life cycle
  • Experience in product life cycle activities including discovery and requirements definition
  • Developing knowledge of data analytics and data literacy
  • Prior people management experience

To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position.  Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

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 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.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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