Maggie Thompson

Product Manager

Maggie Thompson

I dig into what customers actually need, cut through ambiguity, and ship products that solve real problems.

Experience

JPMorgan Chase — Digital Product Manager, 2023–Present

Haven Technologies — Software Engineer, 2022–2023

JPMorgan Chase — Software Engineer, 2019–2021

Get in Touch

About Me

I'm a Product Manager based in New York with over six years of experience building digital products in financial services. Most of my work has focused on helping teams turn complex data and evolving technology into products that are practical, intuitive, and useful for customers.

I currently work at JPMorgan Chase on Plan and Track, a digital financial health platform used by 60 million clients. Last year, I led an initiative to expand the product to serve 150K+ high and ultra-high net worth Wealth Management clients, adapting the experience, data models, and feature set to meet a very different set of needs than our original retail user base.

More recently, I've been leading work to integrate NLP and LLM capabilities into the platform, exploring how these technologies can improve personalization and surface more meaningful financial insights while operating within strict governance and risk constraints.

I also manage two associate product managers, supporting their growth while helping drive execution across multiple workstreams. I enjoy balancing hands-on product work with coaching and collaboration, and I care deeply about building strong, thoughtful product teams.

Earlier in my career, I worked as a software engineer, which still shapes how I approach product today. I'm comfortable working closely with engineers, digging into technical tradeoffs, and staying close to execution. I've worked across 0→1 initiatives and large-scale platforms, and I enjoy roles where I can help bring structure to ambiguity and move ideas from concept to reality.

Experience

Dec 2023 - Present

Digital Product Manager

JPMorgan Chase

Own product direction for Wealth Plan, a digital financial planning platform used by 60M+ clients and 6K+ advisors across JPMorgan's wealth businesses.

  • Lead expansion to high- and ultra-high-net-worth clients, adapting workflows for complex advisory needs
  • Drove acquisition of 11.6K new investment clients (2025), contributing to 45% YoY increase
  • Lead integration of ML, LLM, and data platform capabilities for personalized financial insights
  • Manage a team of two product managers
Jan 2022 - Sep 2023

Software Engineer

Haven Technologies

Developed a 0→1 redesign of an advisor-facing life insurance platform supporting complex workflows and 100K+ policies.

  • Laid groundwork for B2B SaaS expansion
  • Owned complex features end-to-end, including third-party integrations
  • Partnered with product and design to deliver solutions aligned with business needs
Jun 2019 - Dec 2021

Software Engineer

JPMorgan Chase

Helped launch Wealth Plan, a greenfield dual-user financial planning tool, recognized as Best Personal Finance Product.

  • Shaped requirements and refined user flows with product and design
  • Delivered features aligned to client needs through iterative Agile delivery

Case Studies

A selection of projects that showcase my approach to product management, from 0→1 initiatives to platform-scale challenges.

Platform Strategy

Wealth Management Expansion

Led initiative to expand Plan and Track to serve 150K+ high and ultra-high net worth clients, adapting the experience, data models, and feature set for a new user segment.

StrategyData ModelingUX Research
Full case study coming soon
Product Innovation

AI-Powered Financial Insights

Leading integration of NLP and LLM capabilities to improve personalization and surface meaningful financial insights within strict governance constraints.

AI/MLPersonalizationGovernance
Full case study coming soon
Growth

Financial Health Platform Scale

Core product work on Plan and Track, helping grow the platform to serve 60 million clients with practical, intuitive financial tools.

ScaleUser ExperienceAnalytics
Full case study coming soon

Let's Connect

I'm always interested in connecting with other product leaders, discussing interesting problems, or exploring new opportunities.