Workplace Solutions, Product Owner, Private Markets/Cap Table, Executive Director

JP Morgan Chase · San Francisco, California; New York, New York · Posted 2026-07-07

Description -----------

JPMorganChase is seeking a senior product lead to own the vision, strategy, and delivery of cap table product offering that supports end-to-end equity ownership management across private companies and funds. You will lead a cross-functional team to build scalable capabilities spanning cap table modeling, issuer and investor views, corporate actions, reporting, and integrations with downstream operating, risk, and client workflows.

Key responsibilities

Define and drive product vision, strategy, and multi-quarter roadmap for J.P. Morgan’s cap table offering and related services/products for private companies.
Own the cap table domain model (securities, stakeholders, waterfalls, vesting, option plans, SAFE/convertible instruments, corporate actions) and ensure data quality, lineage, and auditability.
Develop solutions for private companies and other offerings to bring the breadth of JP Morgan to companies and their employees
Partner with engineering and architecture to deliver a secure, resilient, API-first product with strong entitlements and workflow controls.
Lead discovery with clients and internal users (private markets teams, operations, legal, tax, finance, risk, controls) to translate needs into prioritized features and measurable outcomes.
Establish product KPIs (time-to-close corporate actions, reconciliation breaks, data timeliness/accuracy, onboarding cycle time, client satisfaction) and manage a continuous improvement backlog.
Drive integration strategy across ecosystem tooling (KYC/client onboarding, document management, valuations, fund accounting/administration, reporting, CRM, analytics) and external service providers where applicable.
Ensure strong governance: requirements documentation, controls-by-design, operational readiness, change management, and regulatory/compliance alignment.
Own delivery rituals: OKRs, backlog management, release planning, UAT coordination, training, and adoption.

Required Qualifications Capabilities and Skills:

8+ years of product management experience (or equivalent) delivering enterprise platforms, data products, and workflow tools.
Demonstrated ownership of complex financial domain products with high data integrity, audit, and controls requirements.
Strong understanding of private markets and equity ownership concepts (cap tables, preferred/common, options/RSUs, convertible instruments, liquidity events, corporate actions).
Experience leading cross-functional teams (engineering, design, operations, legal/compliance, data/analytics) with crisp communication and stakeholder management.
Ability to translate ambiguous problems into structured roadmaps, user stories, and execution plans.
Strong analytical skills; comfort with KPIs, experimentation, and operational process measurement.

Preferred Qualifications, Capabilities and Skills:

Experience with cap table platforms, private company equity administration, private fund workflows, or investor servicing.
Familiarity with data modeling, entitlements/permissions, audit logging, and control frameworks in regulated environments.
Experience with integration patterns (APIs, eventing, file-based interfaces), vendor partnerships, and platform migration.
Prior experience delivering products across multiple regions and legal entities.

About JP Morgan Chase

JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.

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Updated 2026-10-10.