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, you will focus on institutionalizing the planning and prioritization process for Chase PXT. This includes the strategic design of quarterly planning, change management of investments and strategic tooling for planning in the future. You will also provide analytical insight into ways to improve the investment process overall.

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

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