AI-Powered Wealth Plan Product Manager

JPMorgan Chase & Co.; New York (NY); On-site; USD 110,000 - 165,000; Full time

Job summary

JPMorgan Chase & Co. The Wealth Plan team develops industry-leading wealth management tools to help clients understand how their wealth is doing and reach their goals. The Product Manager Sr.

Associate will work the Wealth Plan Advisor Experience team to innovate new offerings and lead the end-to-end lifecycle for advisor planning tools. You will champion AI-powered workflows, conduct user research, define requirements, and shape a strategic roadmap that delivers measurable value to clients and

Qualifications

• 3+ years of experience in product management.
• Knowledge of wealth management and advisor space.
• Hands-on experience using AI productivity tools to accelerate product delivery workflows.
• Proficient knowledge of the product development life cycle.
• Experience in discovery and requirements definition.
• Developing knowledge of data analytics and data literacy.

Responsibilities

• Champion the use of AI tools to accelerate product workflows—from drafting PRDs, user stories, and acceptance criteria to rapid prototyping and demos.
• Work with the team to identify new product opportunities through user research and discovery.
• Anticipate upstream and downstream implications of new features on the overall product experience.
• Support user research, journey mapping, and market analysis to inform the strategic roadmap.
• Analyze, track, and evaluate product metrics across the development life cycle.
• Write requirements, epics, and user stories to support product development.

Skills

Product management

Wealth management knowledge

AI productivity tools

Product lifecycle

Discovery & requirements

Data analytics literacy

Tools

GitHub Copilot

Claude

ChatGPT

Job description

JPMorgan Chase & Co. The Wealth Plan team develops industry-leading wealth management tools to help clients understand how their wealth is doing and reach their goals. The Product Manager Sr.

Associate will work the Wealth Plan Advisor Experience team to innovate new offerings and lead the end-to-end lifecycle for advisor planning tools. You will champion AI-powered workflows, conduct user research, define requirements, and shape a strategic roadmap that delivers measurable value to clients and