The Challenge
JPMorgan Chase is rebuilding its CRM platform for Digital Markets—a massive business spanning sales, trading, and client servicing. You'll architect workflows that directly drive revenue for one of the world's largest investment banks.
Your Mission
Map complete Markets sales workflows (lead gen → post-trade) and identify top 3 CRM pain points blocking productivity
Deliver initial CRM roadmap with phased rollout plan, stakeholder buy-in from sales leadership and trading desks
Define integration architecture between CRM, trading systems, and client portals—working specs with engineering
Establish product governance: weekly feedback loops with 5+ sales teams, metrics dashboard for adoption tracking
Launch MVP CRM workflows for lead management and pipeline visibility; track adoption rate >60% within target sales org
Implement AI/ML-driven features: opportunity scoring, next-best-action recommendations—measure lift in deal velocity
Execute full platform integration (CRM ↔ trading systems, analytics tools, client portals); zero data silos for client view
Drive 30%+ reduction in manual data entry; establish continuous improvement feedback loop with NPS target >50
KPIs You'll Own
CRM Adoption Rate
% of target sales users actively using platform daily; target >70% within 6 months.
Sales Productivity Lift
Reduction in time-to-close, pipeline velocity, or deals-per-rep—measure month-over-month improvement.
Data Integrity Score
Quality of client/opportunity records; automated validation rules catch errors before they impact trading.
Feature Adoption & Engagement
Usage metrics for AI-driven insights, automation workflows, and integration features—identify sticky vs. fluff.
Time Spent on Admin vs. Selling
Measure manual data entry, reporting, and admin tasks; target 20%+ reduction through automation.
Tools & Stack
Your Team
Your Manager
Head of Digital Markets Product or Chief Technology Officer (Markets Division)
Current Team
Cross-functional: product managers, engineers, UX designers, sales ops, trading desk liaisons
New role—building out the Digital Markets CRM function from the ground up
The Package
Salary
$280K-$350K base
Variable
20-30% annual bonus tied to roadmap delivery and adoption metrics
Equity
Stock options or RSUs (typical for VP-level at JPM)
Remote
On-site in New York, NY; some flexibility for client meetings but core presence expected
Benefits & Perks
Company Intelligence
JPMorgan Chase is a global financial leader with $3.8T+ in managed assets. Digital Markets is their growth engine for electronic trading, sales technology, and client engagement. This role sits at the intersection of product, technology, and billions in annual revenue.
Founded
1799
Team Size
316000
Funding
Public (NYSE: JPM)
Customers
Institutional clients, hedge funds, asset managers, Fortune 500 treasuries
Culture
Fast-paced, data-driven, highly collaborative; bias toward shipping products that move the needle on revenue
Is This Role For You?
- You've shipped enterprise software at scale—you know how to translate messy business requirements into elegant product specs
- You understand financial markets: sales workflows, trading mechanics, client lifecycle are not foreign concepts
- You thrive leading cross-functional teams across engineering, sales, and operations—politics don't scare you
- You obsess over metrics: adoption, velocity, time-to-value—you don't ship features, you ship outcomes
- You want to influence a $50B+ business unit; incremental optimization bores you
- You've only done B2C or consumer product; enterprise sales workflows and compliance complexity will frustrate you
- You need full remote; this is on-site in NYC and requires constant stakeholder alignment with traders and sales teams
- You're risk-averse; JPM moves fast and expects you to make judgment calls with incomplete data in a regulated environment
Interview Process
Recruiter screen (30 min)
Background, product chops, Markets domain knowledge, VP-level expectations
Hiring manager deep-dive (60 min)
Case study: design a CRM workflow for a specific Markets use case; discuss past platform builds
Stakeholder round (3 x 45 min)
Sales leadership, trading desk rep, engineering lead; they vet collaboration and technical credibility
Executive round (60 min)
SVP or C-suite: strategic vision for Digital Markets CRM, 5-year roadmap, competitive positioning
Offer & diligence (ongoing)
Background check, reference calls from prior product/exec roles
Interested in this role?
Apply now and hear back within days, not weeks.
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CRM & lifecycle marketers own the post-acquisition journey. They design onboarding sequences, retention campaigns, win-back flows, and loyalty programs that maximize customer lifetime value.