Product Solutions Director Agents Specialist

Location: New York, NY, United States

Job Family: Client Solutions

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The Product Solutions Director Agents Specialist role within our Client Solutions category is pivotal in driving exceptional value for our high-net-worth clients and institutional partners. Based in our New York, NY headquarters, this position involves leading the charge in crafting tailored product solutions that address complex financial challenges, guiding our sales advisory teams with deep expertise, and optimizing processes to elevate the overall customer experience. As a key player in one of the world's largest banks, you will contribute to initiatives that span wealth management, investment banking, and commercial banking, ensuring our solutions align with JP Morgan's commitment to integrity, excellence, and sustainable growth. In this director-level role, you will spearhead the identification and resolution of intricate client issues by integrating JP Morgan's cutting-edge technology platforms, such as our AI-enhanced analytics and digital advisory tools. You will collaborate closely with sales, product development, and compliance teams to refine strategies that not only meet but exceed client expectations in a highly regulated environment. Responsibilities include mentoring a team of agents specialists, analyzing market trends to inform product roadmaps, and measuring success through metrics like client retention and revenue uplift. This position demands a strategic thinker who thrives in a dynamic setting, leveraging data-driven insights to innovate within the financial services landscape. Joining JP Morgan Chase means becoming part of a collaborative culture that values diverse perspectives and professional growth. We offer robust support for your success, including access to world-class training and resources. If you are passionate about transforming client experiences through intelligent product solutions and have a proven track record in financial advisory, this role provides an unparalleled opportunity to influence the future of banking at a premier institution.

Key Responsibilities

• Lead the development and implementation of product solutions tailored to client needs in JP Morgan Chase's Client Solutions group
• Guide sales advisory teams by providing expert insights on complex financial products to enhance deal closure rates
• Identify and optimize solutions for intricate client problems, leveraging JP Morgan's proprietary tools and data analytics
• Collaborate with cross-functional teams including product, technology, and compliance to drive customer experience improvements
• Conduct market analysis to anticipate client needs and recommend innovative product enhancements
• Mentor junior specialists and foster a culture of continuous learning within the agents team
• Ensure all solutions align with JP Morgan Chase's risk management and regulatory standards
• Monitor key performance metrics to measure the impact of solutions on client satisfaction and revenue growth
• Represent JP Morgan Chase at industry events to build partnerships and gather market intelligence

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field; advanced degree (MBA) preferred
• Minimum of 10+ years of experience in product solutions, sales advisory, or client-facing roles within the financial services industry
• Proven track record of leading cross-functional teams to deliver complex product solutions in banking or investment services
• Deep knowledge of financial products including wealth management, investment banking, and digital banking platforms
• Experience in optimizing customer experiences through data-driven problem-solving and process improvements
• Strong understanding of regulatory requirements in the financial sector, such as SEC, FINRA, and Dodd-Frank compliance
• Ability to travel up to 20% for client meetings and industry conferences

Preferred Qualifications

• Experience working at a major financial institution like JP Morgan Chase or similar
• Certification in financial planning (CFP) or product management (e.g., PMP)
• Background in AI-driven customer solutions or fintech innovations
• International experience in global financial markets
• Prior leadership in sales enablement or advisory teams

Required Skills

• Expertise in financial product lifecycle management
• Advanced proficiency in data analytics tools like SQL, Tableau, or Python
• Strong problem-solving and critical thinking abilities
• Excellent communication and presentation skills for client interactions
• Leadership and team management experience
• Knowledge of CRM systems such as Salesforce
• Regulatory compliance and risk assessment skills
• Strategic planning and market analysis
• Customer-centric mindset with empathy for client needs
• Project management methodologies (Agile/Scrum)
• Proficiency in Microsoft Office Suite and financial modeling tools
• Adaptability to fast-paced, high-stakes environments
• Negotiation and stakeholder management
• Innovation in leveraging AI and machine learning for solutions
• Cross-cultural collaboration skills for global teams

Benefits

• Competitive base salary and performance-based bonuses aligned with JP Morgan Chase's compensation philosophy
• Comprehensive health, dental, and vision insurance with low employee premiums
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for advanced degrees
• Employee stock purchase plan and access to JP Morgan's internal training academies
• Wellness programs with gym memberships, mental health support, and financial wellness counseling
• Relocation assistance for eligible roles and flexible work arrangements

JP Morgan Chase is an equal opportunity employer.