AI-Driven Wealth & Trading Platform Product Owner

JPMorgan Chase & Co.; Jersey City (NJ); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Trading & Implementation Product Owner for Managed Investments to lead portfolio construction, trading, and implementation initiatives on the ConnectWealth platform in the US and international regions.

You will drive AI-enabled requirements articulation, documentation, and stakeholder briefings across wealth management, technology, and compliance teams. The role focuses on scaling advisory and discretionary platforms, delivering a holistic advisor and client

Qualifications

• 2+ years of experience in wealth management or financial services.
• Track record of successfully managing projects.
• Experience in a product or project management role.

Responsibilities

• Support the vision, strategy, op model, requirements, and development of \"next gen\" portfolio implementation and trade flow platforms as we roll out new managed account products across advisory & discretionary channels across the US and eventually international regions.
• Create business requirements that capture functional, design, and control/regulatory features in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams.
• Document verifiable requirements using AI (e.g.Cline/Claude) and Epic/Story format using JIRA.
• Support story refinement and grooming sessions with technology partners and business (including via AI generated Pull Requests in bitbucket / Claude)
• Help maintain a product backlog that enables development to support the overall strategic roadmap and value proposition.
• Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases.

Skills

Wealth management experience

Strategic thinking

Communication skills

Tools

JIRA

Excel

PowerPoint

Job description

JPMorgan Chase & Co. is seeking a Trading & Implementation Product Owner for Managed Investments to lead portfolio construction, trading, and implementation initiatives on the ConnectWealth platform in the US and international regions.

You will drive AI-enabled requirements articulation, documentation, and stakeholder briefings across wealth management, technology, and compliance teams. The role focuses on scaling advisory and discretionary platforms, delivering a holistic advisor and client