Digital Markets CRM

If you are a driven and experienced Product Manager with a passion for CRM and the Markets business, we are looking for you. JP Morgan is seeking a Vice President to lead the build-out of our CRM product within Digital Markets. In this pivotal role, you will thrive in a dynamic, collaborative environment that values diversity and inclusion, while shaping the future of CRM platforms for our Markets business.

Job summary:

As a Vice President in Digital Markets, you will be at the forefront of shaping the CRM Platform that underpins our Markets business. In this role, you will define and deliver the essential building blocks of our CRM solution, ensuring it is purpose-built to support the complex workflows and dynamic requirements of digital market sales.

You will be responsible for architecting CRM workflows that drive sales productivity, client engagement, and operational efficiency across the Markets organization. This includes designing and optimizing processes for lead management, opportunity tracking, client onboarding, sales pipeline visibility, and post-trade client servicing. Your work will ensure that sales teams have the tools and insights they need to build strong client relationships, respond quickly to market opportunities, and deliver exceptional service.

You will collaborate closely with sales, trading, technology, and operations teams to capture business requirements and translate them into scalable CRM features. By leveraging data, automation, and AI-driven insights, you will enable seamless integration of CRM workflows with other digital platforms, ensuring a unified experience for users. Your leadership will be instrumental in driving adoption, continuous improvement, and innovation within the CRM ecosystem, positioning JP Morgan as a leader in digital market sales.

Job responsibilities:

• Workflow Design: Develop and refine CRM workflows for lead generation, sales pipeline management, client onboarding, and post-trade support, tailored to the unique needs of digital market sales teams.
• Sales Enablement: Ensure the CRM platform empowers sales teams with real-time data, actionable insights, and automated processes to maximize efficiency and client impact.
• Integration: Architect seamless integration between CRM and other digital platforms, such as trading systems, analytics tools, and client portals, to provide a holistic view of client interactions and sales activities.
• User Experience: Champion intuitive, user-centric design that simplifies complex sales processes and enhances productivity for front-office teams.
• Continuous Improvement: Establish feedback loops with users to identify pain points, prioritize enhancements, and drive ongoing optimization of CRM workflows.
• Innovation: Incorporate AI, machine learning, and automation to streamline repetitive tasks, surface opportunities, and deliver predictive insights that support proactive sales strategies.

Required qualifications, capabilities, and skills:

• 5+ years of experience in Product Management, with a strong track record of delivering successful products.
• In-depth understanding of the Markets business.
• Strong technical abilities, with experience in defining and delivering core platform components.
• Proven ability to manage complex projects and deliver results in a fast-paced environment.
• Excellent communication and collaboration skills, with the ability to work effectively with cross-functional teams.
• Strategic thinker with a customer-centric approach to product development.

Preferred qualifications, capabilities, and skills:

• Experience in CRM systems.
• Familiarity with AI/LLM frameworks and mobile product development.