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JPMorgan Wealth Management - Senior Product Associate - Wealth Plan

JPMorgan Chase

Senior · 3+ yrsOn-site · New York, NY, United StatesListed 29d ago
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How to stand out for JPMorgan Wealth Management - Senior Product Associate - Wealth Plan at JPMorgan Chase

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Experience Senior · 6+ yrs (3+ years)

About the role

structured by ORI

Design innovative digital experiences that help clients reach financial goals through personalized planning and intelligent insights The Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their goals. The team is…

What you will do

  • Champion the use of AI tools (e.g., GitHub Copilot, Claude, ChatGPT) to accelerate product workflows — from drafting PRDs, user stories, and acceptance criteria to rapidly prototyping product concepts, interactive wireframes, and proof-of-concept demo
  • Work with team to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
  • Anticipate upstream and downstream implications of new product features on the overall product experience
  • Support the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
  • Analyze, track, and evaluate product metrics including work to time, cost, and quality targets across the product development life cycle

What they are looking for

  • 3+ years of experience or equivalent expertise in product management
  • Knowledge of wealth management and advisor space
  • Demonstrated hands-on experience using AI productivity tools (e.g., GitHub, Copilot, Claude, ChatGPT, or similar) to build documentation, knowledge bases, prototype product concepts, or accelerate product delivery workflows
  • Proficient knowledge of the product development life cycle
  • Experience in product life cycle activities including discovery and requirements definition
  • Developing knowledge of data analytics and data literacy

Before you apply

  • Must be authorized to work in the United States.
  • No employment-based immigration sponsorship provided.
product managementwealth managementuser researchjourney mappingmarket analysisdata analyticsdata literacyprototypingGitHub CopilotClaudeChatGPTGitHub
Full posting text

Design innovative digital experiences that help clients reach financial goals through personalized planning and intelligent insights

The Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their goals. The team is charged with creating a fully integrated, elegant and seamless end-to-end experience for clients and advisors across all client segments. We build the strategic vision and lead the development of products and solutions.

As a Product Manager Sr. Associate you will work the Wealth Plan Advisor Experience team to innovate new product offerings and lead the end-to-end product life cycle for wealth management advisor planning tools.

Job responsibilities

Champion the use of AI tools (e.g., GitHub Copilot, Claude, ChatGPT) to accelerate product workflows — from drafting PRDs, user stories, and acceptance criteria to rapidly prototyping product concepts, interactive wireframes, and proof-of-concept demo

Work with team to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery

Anticipate upstream and downstream implications of new product features on the overall product experience

Support the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers

Analyze, track, and evaluate product metrics including work to time, cost, and quality targets across the product development life cycle

Write the requirements, epics, and user stories to support product development

Required qualifications, capabilities, and skills

3+ years of experience or equivalent expertise in product management

Knowledge of wealth management and advisor space

Demonstrated hands-on experience using AI productivity tools (e.g., GitHub, Copilot, Claude, ChatGPT, or similar) to build documentation, knowledge bases, prototype product concepts, or accelerate product delivery workflows

Proficient knowledge of the product development life cycle

Experience in product life cycle activities including discovery and requirements definition

Developing knowledge of data analytics and data literacy

To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training

ProductProduct Management
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JPMorgan Chase

Financial Services

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an

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