Agentic Treasury Product Strategy Director-Payments-Executive Director

📍 Job Overview

Job Title: Agentic Treasury Product Strategy Director - Payments - Executive Director

Company: JPMorgan Chase & Co.

Location: New York, NY, United States

Job Type: Full time

Category: Product Strategy / Revenue Operations (FinTech focus)

Date Posted: May 12, 2026

Experience Level: 10+ Years

Remote Status: On-site

🚀 Role Summary

• Drive the strategic vision and customer-centric development of an agentic, AI-native treasury platform, focusing on real-world practitioner workflows and decision-making.

• Translate complex corporate treasury challenges and workflow gaps identified through direct client engagement into actionable product priorities and requirements.

• Collaborate closely with product managers, engineers, and data scientists to influence the product roadmap and scope definition, ensuring alignment with practitioner reality and risk tolerance.

• Define and articulate the product category narrative for agentic treasury, clarifying its purpose, problem-solving sequence, and the establishment of practitioner trust through appropriate automation and autonomy.

• Serve as a senior subject matter expert, bringing credibility and domain authority to discussions with treasury leaders and internal stakeholders, focusing on problem definition and solution architecture.

📝 Enhancement Note: This role is positioned within the Product Organization, specifically focusing on Treasury products with an AI-native and "agentic" approach. While not a traditional Revenue Operations or Sales Operations role, its focus on translating customer needs into product strategy, influencing roadmaps, and driving adoption within a financial services context aligns closely with the strategic, data-informed, and process-oriented nature of operations roles. The emphasis on understanding practitioner workflows and defining product requirements makes it a critical GTM-adjacent function.

📈 Primary Responsibilities

• Engage directly with corporate treasury leaders and practitioners to deeply understand their workflows, identify critical data friction points, and pinpoint decision bottlenecks that the agentic treasury platform can address.

• Synthesize qualitative and quantitative input gathered from client conversations and market analysis into structured insights that effectively inform and influence product prioritization and strategic decision-making.

• Define and detail comprehensive corporate treasury workflows, including but not limited to cash positioning, intraday liquidity management, payment initiation and reconciliation, foreign exchange exposure management, and bank relationship management, translating these into clear, actionable product requirements.

• Critically evaluate the application of agentic and AI-native capabilities within treasury workflows, assessing their potential to create meaningful leverage while rigorously identifying and mitigating operational, control, and adoption risks.

• Actively challenge and refine product direction when proposed capabilities risk introducing friction, weakening essential controls, or deviating from the practical realities faced by treasury professionals.

• Craft and champion the product category narrative for agentic treasury platforms, precisely clarifying their function, the sequence of problems they solve, and the methodology for establishing practitioner trust and adoption.

• Author high-impact strategy materials that clearly communicate the product's strategic point of view and value proposition with precision and credibility, in close partnership with product management and design teams.

• Partner on a day-to-day basis with product managers, engineers, and data scientists to provide expert guidance on roadmap decisions, scope definition, and the overall product development lifecycle.

• Represent practitioner-level credibility and domain authority in all discussions with senior finance and treasury stakeholders, maintaining a focus on problem definition and solution design rather than sales or marketing.

📝 Enhancement Note: The responsibilities highlight a strong emphasis on strategic thinking, deep domain expertise in corporate treasury, and the ability to translate complex financial workflows into product specifications. This requires a candidate who can not only understand but also critically assess the impact of AI and automation on financial operations, a key trait for operations professionals.

🎓 Skills & Qualifications

Education: While not explicitly stated, a Bachelor's degree in Finance, Economics, Business Administration, or a related field is typically expected for Executive Director-level roles in financial services. Advanced degrees or relevant certifications (e.g., CTP) would be highly advantageous.

Experience: A minimum of 12 years of comprehensive corporate treasury experience is required, with at least 5 of those years spent in a hands-on practitioner role such as Assistant Treasurer, Director of Treasury, or VP of Treasury Operations.

Required Skills:

• Deep and demonstrable expertise in corporate treasury operations, including a thorough understanding of core functions and financial instruments.

• Proven experience working with and understanding of various treasury technology platforms, including Treasury Management Systems (TMS), enterprise treasury modules, and adjacent treasury tooling, beyond basic end-user interaction.

• Demonstrated proficiency with diverse bank connectivity approaches, such as network-based connectivity, host-to-host configurations, and modern Application Programming Interfaces (APIs).

• Proven ability to translate complex treasury workflows, practitioner needs, and pain points into structured, actionable product requirements and prioritization inputs.

• Demonstrated capability to engage senior finance and treasury stakeholders in substantive, non-sales-oriented discussions, building rapport and trust.

• Exceptional written communication skills, with a strong track record of producing clear, concise, and structured strategy and product guidance documents independently.

Preferred Skills:

• Prior experience in a dedicated product strategy, product management, or technology-facing advisory role specifically within the treasury domain.

• Experience within a financial technology firm, enterprise software provider, or treasury technology vendor, particularly in a product-centric capacity.

• Hands-on experience selecting, implementing, or significantly enhancing a treasury technology stack within a large, complex corporate environment.

• Demonstrated ability to define and articulate adoption strategies and trust considerations for automation in finance operations, including specifying appropriate scopes of autonomy and control frameworks.

• Management consulting background with a deep specialization in treasury workflows, operating models, and technology transformation.

📝 Enhancement Note: The required experience level and specific practitioner roles indicate a need for deep, practical knowledge of treasury operations. The preferred skills point towards individuals who have experience in bridging the gap between business needs and technology solutions, a core competency in operations.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Showcase examples of how you've translated complex business problems (specifically in treasury) into structured requirements or strategic proposals that led to tangible improvements.

• Include case studies or documented projects where you analyzed existing workflows, identified inefficiencies, and proposed or implemented solutions, demonstrating a clear understanding of process optimization.

• Provide evidence of your experience with treasury technology platforms, detailing your role in their selection, implementation, or enhancement, highlighting your understanding of system integration and functionality.

Process Documentation:

• Illustrate your ability to document and map intricate treasury workflows, from initial data capture and processing through to decision-making and execution, identifying critical control points.

• Present examples of how you've contributed to the implementation or refinement of automated treasury processes, detailing the methods used for automation and the resulting efficiency improvements.

• Show evidence of how you've measured the performance and impact of treasury processes and systems, using key performance indicators (KPIs) and operational metrics to demonstrate effectiveness.

📝 Enhancement Note: For a role focused on product strategy and requirements definition, a portfolio should highlight strategic thinking, problem-solving, and the ability to articulate complex processes. Emphasis on translating real-world needs into actionable plans is crucial.

💵 Compensation & Benefits

Salary Range: Based on the Executive Director title, location in New York City, and the demanding requirements of this specialized role within a major financial institution, the estimated base salary range is $180,500 - $285,000 USD per year. This estimate is derived from industry benchmarks for senior-level product strategy and treasury roles in major financial hubs, considering the significant experience and domain expertise required.

Benefits:

• Comprehensive health care coverage, including medical, dental, and vision plans.

• Access to on-site health and wellness centers to support employee well-being.

• Robust retirement savings plan (e.g., 401(k) with company match) to support long-term financial planning.

• Backup childcare services to assist employees with dependent care needs.

• Tuition reimbursement programs to support continuous learning and professional development.

• Mental health support services, including counseling and wellness resources.

• Financial coaching and advisory services to aid in personal financial management.

• Potential for discretionary incentive compensation, awarded in cash and/or forfeitable equity, based on individual achievements and contributions.

Working Hours: A standard full-time work schedule of approximately 40 hours per week is expected. However, given the Executive Director level and the nature of product strategy and client engagement, flexibility and a willingness to work beyond standard hours may be required to meet project deadlines and client needs.

📝 Enhancement Note: The provided salary range is an estimate based on industry data for Executive Director roles in financial services in New York City, considering the specialized nature of treasury product strategy and AI integration. The listed benefits are comprehensive and typical for large financial institutions.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services, specifically within Payments and Treasury Solutions. JPMorgan Chase operates at the forefront of global finance, providing a wide array of innovative financial services. The "J.P. Morgan Payments" division is a critical component, facilitating trillions of dollars in transactions daily and serving as a key enabler for businesses worldwide. This context means the operations and product teams are focused on high-volume, high-stakes, and highly regulated environments, demanding precision, security, and continuous innovation.

Company Size: JPMorgan Chase & Co. is a global financial powerhouse, employing hundreds of thousands of individuals worldwide. This massive scale implies extensive resources, complex internal structures, and a broad reach in terms of market influence and client base. For operations professionals, this means opportunities to work on large-scale initiatives, leverage sophisticated systems, and collaborate with diverse teams across various business lines.

Founded: JPMorgan Chase & Co. has roots tracing back over 200 years, with its current form established through mergers of storied financial institutions. This long history signifies stability, deep market knowledge, and a legacy of adapting to evolving financial landscapes. In the context of product development and operations, this heritage suggests a culture that values both tradition and forward-thinking innovation, balancing robust risk management with the pursuit of cutting-edge solutions like agentic AI.

Team Structure:

• The Product Organization within J.P. Morgan Payments is likely structured into specialized verticals, with this role focusing on the "Agentic Treasury" product suite. The team will comprise product strategists, product managers, engineers, data scientists, and potentially UX/UI designers, all working collaboratively.

• Reporting likely falls within a senior product leadership hierarchy, with this Executive Director role influencing and guiding product direction without necessarily managing a large direct team, but rather influencing cross-functional teams.

Methodology:

• Data analysis and insights are foundational, with a strong emphasis on leveraging transaction data, client feedback, and market intelligence to drive product strategy and roadmap decisions.

• Workflow planning and optimization are central to the agentic treasury initiative, aiming to streamline complex financial processes through AI and automation.

• Automation and efficiency practices are key drivers, with a focus on developing AI-native solutions that enhance decision-making speed and accuracy while managing associated risks.

Company Website: https://www.jpmorganchase.com/

📝 Enhancement Note: Understanding the scale and heritage of JPMorgan Chase is crucial for appreciating the operational environment, regulatory considerations, and the strategic importance of treasury products. The "J.P. Morgan Payments" context highlights a focus on transaction velocity and global reach.

📈 Career & Growth Analysis

Operations Career Level: This role is at the Executive Director level, signifying a senior leadership position. It demands significant domain expertise, strategic influence, and the ability to drive product vision without direct line management authority over all involved resources. The focus is on strategic impact, thought leadership, and translating deep industry knowledge into product success. For operations professionals, this represents a move towards strategic product direction and influencing the future of financial technology.

Reporting Structure: The role reports within the Product Organization, likely to a Managing Director or Head of Product for Treasury Solutions. This structure places the role at a high level within the product development lifecycle, with close collaboration across engineering, data science, sales, and client-facing teams.

Operations Impact: The operations impact is significant, as this role directly shapes the technology and processes that will define the future of corporate treasury operations for J.P. Morgan's clients. Success means driving efficiency, reducing risk, and enhancing decision-making capabilities for treasury departments globally, thereby directly contributing to client satisfaction and revenue generation through enhanced service offerings.

Growth Opportunities:

• Specialization & Leadership: Deepen expertise in AI-native treasury solutions, potentially leading to further product leadership roles within J.P. Morgan Payments or other advanced technology initiatives within the firm.

• Strategic Influence: Expand influence across broader payment and treasury product strategies, contributing to the firm's overall go-to-market and product development vision.

• Industry Recognition: Become a recognized thought leader in the fintech and treasury space, representing J.P. Morgan at industry events and contributing to the advancement of treasury operations best practices.

• Cross-Functional Mobility: Opportunities to move into related strategic roles within product management, business development, or even operational transformation leadership roles across different divisions within JPMorgan Chase.

📝 Enhancement Note: The Executive Director title indicates a senior strategic position. The growth trajectory emphasizes deepening specialized knowledge and increasing strategic influence within a large, complex organization.

🌐 Work Environment

Office Type: This is an on-site role, indicating a traditional office-based work environment within JPMorgan Chase's New York City facilities. This setting is designed to foster collaboration, facilitate in-person meetings, and ensure seamless integration with the broader financial institution's operations.

Office Location(s): The role is based at 1230 Avenue Of The Americas, New York, NY 10020. This prime Manhattan location offers access to a vibrant business district and is well-served by public transportation, making it accessible for employees commuting from various parts of the metropolitan area.

Workspace Context:

• The workspace will likely be collaborative, encouraging interaction with product managers, engineers, designers, and other treasury professionals. Expect a professional corporate office environment that supports focused work and team synergy.

• Access to advanced technology infrastructure, internal collaboration tools, and potentially dedicated resources for product development and market research will be available.

• Opportunities for direct engagement with colleagues across the Payments division and with senior leadership will be frequent, fostering a dynamic and interconnected work experience.

Work Schedule: The role is full-time, with an expected 40-hour work week. However, given the Executive Director level and the fast-paced nature of product strategy and financial technology, flexibility to attend client meetings, participate in global discussions, and meet critical project deadlines will be essential. This may involve occasional work outside standard business hours.

📝 Enhancement Note: The role is clearly on-site in a major financial hub, emphasizing a professional, collaborative, and resource-rich corporate environment.

📄 Application & Portfolio Review Process

Interview Process: The interview process is likely to be rigorous and multi-stage, reflecting the Executive Director level and the specialized nature of the role. Expect:

• Initial Screening: A review of your resume and potentially a brief call with a recruiter or HR representative to assess basic qualifications and cultural fit.

• Hiring Manager Interview: An in-depth discussion with the hiring manager (likely a Managing Director or senior product leader) to evaluate your strategic thinking, treasury domain expertise, and understanding of AI/agentic product concepts.

• Cross-Functional Panel Interviews: Meetings with key stakeholders from product management, engineering, data science, and potentially sales or client coverage teams. These interviews will assess your ability to collaborate, communicate complex ideas, and influence diverse perspectives.

• Case Study/Presentation: You may be asked to prepare and present a strategic analysis or product recommendation based on a given treasury challenge, demonstrating your problem-solving skills and ability to articulate vision.

• Executive-Level Interview: A final interview with very senior leadership to assess your strategic impact, leadership potential, and alignment with JPMorgan Chase's vision.

Portfolio Review Tips:

• Curate Strategically: Select 3-5 of your most impactful projects that best showcase your strategic thinking, treasury expertise, and ability to translate complex needs into actionable product insights. Prioritize examples that demonstrate your understanding of AI/automation in finance.

• Structure for Impact: For each project, clearly articulate: the problem statement (from a practitioner's perspective), your role and approach, the proposed solution/strategy, the implementation details (if applicable), and most importantly, the measurable outcomes and impact (e.g., efficiency gains, risk reduction, improved decision-making).

• Highlight Process & Systems: Specifically detail your involvement with treasury technologies (TMS, bank connectivity, APIs) and how you analyzed or influenced workflows. Demonstrate your understanding of how systems enable or hinder treasury operations.

• Emphasize Strategic Influence: Show how you influenced roadmaps, prioritized requirements, or shaped product direction, even without formal authority. Use language that reflects strategic partnership and domain authority.

• Quantify Results: Wherever possible, use data and metrics to quantify the impact of your work. For this role, focus on efficiency, accuracy, risk mitigation, and operational leverage.

Challenge Preparation:

• Anticipate Treasury Challenges: Be prepared to discuss current and future challenges in corporate treasury, especially concerning data management, liquidity, payments, FX, and risk. Think about how AI and agentic capabilities can address these.

• Define "Agentic Treasury": Articulate your understanding of what an "agentic treasury platform" means, its potential benefits, and its inherent risks and control considerations.

• Stakeholder Management Scenarios: Prepare to discuss how you would manage differing opinions or priorities among product, engineering, and business stakeholders.

• Product Strategy Frameworks: Familiarize yourself with common product strategy frameworks and how you might apply them to a treasury product context.

📝 Enhancement Note: The interview process is designed to test strategic thinking, deep domain knowledge, and collaborative leadership. A portfolio should powerfully demonstrate these capabilities, with a focus on quantifiable results and strategic influence.

🛠 Tools & Technology Stack

Primary Tools: While not explicitly listed, this role will heavily involve understanding and influencing the use of:

• Treasury Management Systems (TMS): Deep knowledge of leading TMS platforms (e.g., Kyriba, FIS, ION Treasury, SAP Treasury) is essential, understanding their capabilities, limitations, and integration potential.

• Bank Connectivity Solutions: Expertise in various methods like SWIFT, proprietary bank networks, host-to-host connections, and modern API-based integrations for real-time data exchange.

• Financial Data Platforms: Understanding how financial data is ingested, processed, and utilized for decision-making within treasury.

• Collaboration & Documentation Tools: Standard corporate tools such as Microsoft Office Suite (Excel for analysis, PowerPoint for presentations), Confluence, Jira, and internal communication platforms.

Analytics & Reporting:

• Proficiency in analyzing complex financial data using advanced Excel functions, BI tools (e.g., Tableau, Power BI, or internal JPMC equivalents), and potentially data querying languages.

CRM & Automation:

• While this role is product strategy, an understanding of how CRM systems (e.g., Salesforce) integrate with treasury platforms for client relationship management and how automation tools (e.g., RPA, workflow automation engines) can streamline treasury processes is beneficial.

• Familiarity with API management platforms and concepts is crucial given the emphasis on modern bank connectivity.

📝 Enhancement Note: The technology stack emphasizes financial software critical to treasury operations, with a strong focus on data connectivity, analysis, and integration. Understanding these systems is key to defining effective product requirements.

👥 Team Culture & Values

Operations Values:

• Client Focus: A deep commitment to understanding and serving the needs of corporate treasury practitioners, ensuring solutions are practical and valuable.

• Innovation & Forward-Thinking: Embracing new technologies like AI and agentic capabilities to redefine treasury operations and create competitive advantages.

• Data-Driven Decision Making: Relying on rigorous analysis of data, market trends, and client feedback to inform product strategy and prioritization.

• Integrity & Control: Maintaining the highest standards of integrity, security, and control in all product development and operational processes, crucial in financial services.

• Collaboration & Partnership: Fostering a collaborative environment where diverse teams work together seamlessly to achieve common goals.

Collaboration Style:

• Cross-Functional Integration: Proactively engaging with product management, engineering, data science, sales, and client coverage teams to ensure alignment and shared understanding of product vision and requirements.

• Constructive Challenge: Encouraging an environment where ideas are openly debated, and constructive challenges are welcomed to refine strategies and ensure the best possible outcomes.

• Knowledge Sharing: Actively sharing domain expertise, market insights, and lessons learned to elevate the collective knowledge and capability of the team.

📝 Enhancement Note: The culture emphasizes a blend of client-centricity, innovation, rigorous analysis, and strong ethical principles, all within a highly collaborative framework typical of leading financial institutions.

⚡ Challenges & Growth Opportunities

Challenges:

• Defining "Agentic" Autonomy: Establishing the right balance between AI-driven automation and human oversight in treasury operations to ensure control, compliance, and trust. This requires deep understanding of risk and operational workflows.

• Market Adoption of AI: Educating and guiding a traditionally conservative treasury audience towards adopting advanced AI-native solutions, overcoming skepticism and demonstrating clear value.

• Complex Integration: Navigating the intricacies of integrating new agentic capabilities with existing, often legacy, treasury systems and bank connectivity infrastructure.

• Rapid Technological Evolution: Staying ahead of the curve in AI and fintech advancements to ensure the product remains innovative and competitive in a fast-evolving landscape.

Learning & Development Opportunities:

• Specialized AI/ML Training: Access to internal and external training programs focused on Artificial Intelligence, Machine Learning, and their applications in financial services.

• Industry Conferences & Forums: Opportunities to attend leading treasury and fintech conferences to stay abreast of industry trends, network with peers, and represent J.P. Morgan.

• Mentorship & Leadership Development: Access to mentorship programs and leadership development initiatives within JPMorgan Chase, fostering career growth and strategic influence.

• Product Innovation Labs: Potential involvement in innovation hubs or labs focused on exploring cutting-edge technologies and their application to financial products.

📝 Enhancement Note: This role presents significant opportunities to shape the future of treasury technology, while also demanding continuous learning and adaptation to new challenges in AI and financial operations.

💡 Interview Preparation

Strategy Questions:

• "Describe your understanding of 'agentic AI' and how it applies specifically to corporate treasury workflows. What are the key benefits and risks?" (Prepare to discuss specific treasury functions like cash management, payments, or FX exposure.)

• "Walk me through a complex treasury workflow you managed or analyzed. How did you identify inefficiencies, and what strategic recommendations would you make to improve it using technology?" (Focus on process mapping, data analysis, and strategic proposal elements.)

• "How would you approach translating qualitative client feedback into prioritized product requirements for an AI-native treasury platform? What frameworks would you use?" (Demonstrate your structured approach to synthesis and prioritization.)

Company & Culture Questions:

• "What do you know about J.P. Morgan Payments and the current landscape of treasury technology?" (Research the division, its offerings, and key competitors.)

• "How do you see your experience aligning with JPMorgan Chase's values, particularly regarding innovation, integrity, and client focus?" (Prepare specific examples that showcase your alignment.)

Portfolio Presentation Strategy:

• Tell a Story: For each portfolio piece, frame it as a narrative: the challenge, your strategic approach, the solution, and the impact.

• Quantify Everything: Use numbers and metrics to demonstrate the value you've delivered (e.g., "reduced processing time by X%", "improved forecast accuracy by Y%", "mitigated Z risk").

• Focus on "Why": Clearly articulate the strategic rationale behind your decisions and recommendations. Why was this the right approach? What was the business objective?

• Interactive Demonstration: If possible, use simple visuals or diagrams to explain complex workflows or system interactions. Be ready to answer detailed questions about your process and reasoning.

• Connect to the Role: Explicitly link your experience and portfolio examples to the requirements of this Agentic Treasury Product Strategy Director role.

📝 Enhancement Note: Preparation should focus on demonstrating deep treasury expertise, strategic product thinking, and the ability to articulate complex concepts clearly, with a strong emphasis on AI/automation and risk management.

📌 Application Steps

To apply for this Agentic Treasury Product Strategy Director position:

• Submit your application through the provided Oracle Cloud portal link.

• Tailor your resume to highlight your extensive corporate treasury experience, hands-on practitioner roles, and specific expertise in treasury technology platforms and bank connectivity. Emphasize achievements related to process improvement, strategic influence, and understanding of financial workflows.

• Prepare your portfolio with 3-5 key projects that showcase your ability to translate complex treasury challenges into strategic product requirements and drive impactful solutions. Focus on your role in analyzing workflows, understanding systems, and articulating business value.

• Research JPMorgan Chase & Co., specifically the J.P. Morgan Payments division, and the emerging trends in agentic AI and treasury technology. Understand the company's strategic direction and how this role contributes to it.

• Practice your responses to potential interview questions, focusing on articulating your strategic vision, domain expertise, and ability to collaborate effectively. Prepare to discuss specific examples from your experience that align with the role's responsibilities and the company's values.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.

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