Digital Product Lead, Onboarding & AI for Wealth

Next Frontier Capital; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. is seeking a Senior Associate to join the Private Bank’s Digital team, focusing on unifying the Becoming a Client onboarding experience.

You will partner with product, design, engineering, operations, and advisor teams to streamline workflows and deliver scalable digital solutions that improve onboarding across channels. Responsibilities include defining roadmaps, mapping end-to-end processes, leveraging AI tools, and creating clear product artifacts.

Qualifications

• 5+ years of experience in product management, digital strategy, or related discipline within financial services.
• Strong AI curiosity and applied interest in how AI/LLMs can improve workflows and client experiences.
• Demonstrated ability to work across complex, multi-stakeholder environments.
• Strong analytical and communication skills; comfortable with data and storytelling.
• Experience translating ambiguous problems into structured plans and actionable deliverables.
• Familiarity with onboarding, KYC/AML, or account-opening processes in wealth management or banking.

Responsibilities

• Support the development of the BAC product experience and define the roadmap for unifying the onboarding journey across advisors, clients, and operations.
• Map end-to-end workflows across all stakeholder groups to identify gaps and simplify processes.
• Partner cross-functionally with design, engineering, compliance, and operations to deliver scalable digital solutions.
• Champion the advisor and client perspective and ensure solutions are grounded in real workflows.
• Leverage AI and emerging technology to reimagine onboarding, from intelligent document processing to personalized client journeys.
• Develop AI-first requirements and build rapid prototypes to validate concepts and accelerate production-ready solutions.
• Define success metrics and use data to measure adoption and experience quality.
• Facilitate stakeholder alignment across business, technology, and operations leadership.
• Create clear product artifacts—requirements documents, user stories, journey maps, wireframe briefs, and roadmaps.

Skills

Product management

AI/ML curiosity

Analytical skills

Cross-functional collaboration

Job description

JPMorgan Chase & Co. is seeking a Senior Associate to join the Private Bank’s Digital team, focusing on unifying the Becoming a Client onboarding experience.

You will partner with product, design, engineering, operations, and advisor teams to streamline workflows and deliver scalable digital solutions that improve onboarding across channels. Responsibilities include defining roadmaps, mapping end-to-end processes, leveraging AI tools, and creating clear product artifacts.