Trust & Estate Product - Vice President

Location: Mumbai, Maharashtra, India

Job Family: Product Management

About the Role

At JP Morgan Chase, we are building the future of wealth management through innovative trust and estate products that empower our clients to preserve and transfer their legacies with confidence. As a Vice President in Trust & Estate Product, you will play a pivotal role in our Product Management team, driving the creation and optimization of solutions that cater to high-net-worth individuals and families. Based in our dynamic Mumbai office, you will contribute to a global powerhouse known for its commitment to excellence, creativity, and client-centric innovation in the financial services industry. This position offers the opportunity to work on cutting-edge products that integrate technology with sophisticated estate planning, all while navigating the complexities of international regulations and market demands. Your primary focus will be to lead product strategy and execution, collaborating with multidisciplinary teams to deliver seamless trust and estate services. You will analyze client needs, regulatory landscapes, and competitive offerings to shape product roadmaps that enhance JP Morgan Chase's leadership in wealth preservation. From ideation to launch, you will oversee the full product lifecycle, ensuring alignment with our firm's risk management standards and strategic goals. This role demands a blend of strategic vision and hands-on execution, where you will mentor team members and foster a culture of continuous improvement in our Mumbai Wealth Management hub. Joining JP Morgan Chase means becoming part of a world-class institution that values diversity, professional growth, and impactful work. In this Vice President role, you will have access to unparalleled resources, including advanced analytics tools and global networks, to innovate in the trust and estate space. If you are passionate about financial product development and ready to make a meaningful difference in clients' financial futures, this position in Mumbai offers an exciting platform to advance your career in one of the most innovative banks in the world.

Key Responsibilities

• Lead the development and enhancement of trust and estate products tailored for high-net-worth clients at JP Morgan Chase
• Collaborate with cross-functional teams including legal, compliance, and technology to ensure products meet regulatory standards and client expectations
• Conduct market research and competitive analysis to identify opportunities for innovation in wealth preservation and transfer solutions
• Define product roadmaps, prioritize features, and manage the end-to-end product lifecycle using agile practices
• Engage with stakeholders to gather requirements and translate them into actionable product specifications
• Monitor product performance metrics, such as adoption rates and client satisfaction, and drive continuous improvements
• Partner with sales and advisory teams to promote trust and estate offerings and support client onboarding
• Stay abreast of evolving regulations and industry trends to mitigate risks and capitalize on new opportunities
• Mentor junior product managers and contribute to the broader product strategy within JP Morgan's Wealth Management division

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field; advanced degree (MBA or equivalent) preferred
• Minimum of 7-10 years of experience in product management, preferably in wealth management, trust, or estate planning services within the financial services industry
• Proven track record of leading product development initiatives in a banking or financial institution environment
• Strong understanding of regulatory requirements for trust and estate products, including compliance with SEBI, RBI, and international standards
• Experience with agile methodologies and product lifecycle management tools
• Excellent analytical skills with the ability to interpret market trends and customer needs in the wealth management sector

Preferred Qualifications

• Certification in financial planning (e.g., CFP) or estate planning
• Prior experience working at a global investment bank like JP Morgan Chase
• Knowledge of digital transformation in financial products, including fintech integrations
• International exposure to trust and estate services across multiple jurisdictions

Required Skills

• Product management expertise in financial services
• Knowledge of trust and estate legal frameworks
• Agile and Scrum methodologies
• Market analysis and competitive intelligence
• Stakeholder management and communication
• Regulatory compliance in banking (e.g., AML, KYC)
• Data analytics and KPI tracking
• Project management tools (e.g., Jira, Confluence)
• Customer-centric design thinking
• Risk assessment and mitigation
• Leadership and team collaboration
• Financial modeling and forecasting
• Digital product innovation
• Problem-solving and decision-making
• Adaptability to fast-paced environments

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick leave, and parental leave
• Professional development programs and tuition reimbursement for advanced certifications
• Employee stock purchase plan and other financial wellness benefits
• On-site fitness centers and wellness programs at JP Morgan Chase facilities
• Global mobility opportunities and career advancement support within the firm

JP Morgan Chase is an equal opportunity employer.