55ip Senior Product Manager/ Vice President

Working at 55ip means standing at the intersection of finance and technology—and at the cutting-edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our global team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we’ve experienced breakthrough growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting) are using 55ip.

Job Summary:

As a 55ip - Senior Product Manager – Vice President working on the 55ip Product Management team you will lead the product strategy and delivery for our Quantitative Investment Sciences and artificial intelligence and machine learning delivery initiatives. You will bridge the gap between investment science rigor, quantitative research, and artificial intelligence and machine learning innovation— ensuring that our trading quality pipelines deliver accurate, high-quality portfolio outcomes while also ensuring the product is at the bleeding edge of innovation.

You will have a deep understanding of investment management workflows, portfolio optimization, and risk management, combined with strong product management skills to translate complex quantitative capabilities into scalable, client-ready solutions.

You will work with cross-functional teams responsible for research, analytics, platform delivery, and tooling, collaborating closely with portfolio managers, quant researchers, artificial intelligence and machine learning engineers, product managers, and compliance stakeholders. You will have strong expertise in investment principles and outcomes and AI/ML methods along with strong product leadership.

Job Responsibilities:

Product Strategy & Roadmap

• Define the product vision for Quant Investment Sciences and investment quality systems.
• Define the research and AI/ML strategy for tax-smart optimization, risk modeling, and UMA product innovation.

Quant Investment Sciences

• Partner with portfolio researchers to analyze and report optimization performance along with recommending product definition.
• Collaborate with JPM partners, consulting, sales and marketing partners to create investment collateral and investment dashboards for periodic reviews.

AI/ML Platform & Delivery Leadership

• Define the AI/ML roadmap, including model training and deployment pipelines. Collaborate with different user personas to build a backlog of potential use cases.
• Partner with data engineering teams to ensure data pipelines meet model training and compliance needs.

Cross-Functional Leadership

• Act as the primary product liaison between Quant Investment Sciences, Research, Development and Platform teams.

Required Qualifications, Skills And Capabilities:

• Bachelor’s/Master’s in Finance, Financial Engineering, Applied Mathematics, or related field; CFA or FRM designation preferred
• 7+ years in product management, quantitative research, or portfolio analytics within asset/wealth management or FinTech
• Experience building products with quantitative research, engineering, and trading teams; proficiency in Python or data analytics tools a plus
• Excellent communication skills to explain complex quantitative concepts to non-quant stakeholders.

Preferred Qualifications, Skills And Capabilities:

• Bachelor’s/Master’s in Finance, Financial Engineering, Applied Mathematics, or related field is preferred
• CFA or FRM designation preferred

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