J.P. Morgan Wealth Management - Senior Product Associate

Testing Site - JPMC; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Senior Product Associate to help develop and optimize Wealth Planning tools within the Wealth Management suite.

You will leverage user research and feedback to shape innovative product features and collaborate with cross-functional teams to align with strategic roadmaps. The role emphasizes data-driven decision making, metrics analysis, and integration of ML/AI insights to enhance client experiences across digital planning tools embedded in Chase

Qualifications

• 3+ years of experience or equivalent expertise in product management or a relevant domain area.
• 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.
• Experience in Wealth Management or fintech is a plus.
• Experience integrating ML/AI based insights in application flows.

Responsibilities

• Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
• Considers and plans for upstream and downstream implications of new product features on the overall product experience
• Supports 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
• Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
• Writes the requirements, epics, and user stories to support product development

Skills

Product management

Product development life cycle

Discovery and requirements

Data analytics

Data literacy

Job description

Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.

Join the Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management, where we power J.P. Morgan Wealth Plan - a free digital tool embedded in the Chase Mobile app and chase.com that helps millions of clients visualize net worth, track income and spending, set personalized goals like retirement or education funding, and simulate future scenarios for wealth strategies. Our team enhances these intuitive digital experiences for clients and prospects of Wealth Management, enabling seamless collaboration with advisors to craft evolving plans. We lead in integrating ML/AI to optimize planning through predictive insights and real-time financial intelligence. Partnering cross-functionally, we innovate to deliver confident, client-centric wealth journeys that adapt to market shifts and personal aspirations.

As a Senior Product Associate in US Wealth Management, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.

Job responsibilities

• Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
• Considers and plans for upstream and downstream implications of new product features on the overall product experience
• Supports 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
• Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
• Writes 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 or a relevant domain area
• 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

Preferred qualifications, capabilities, and skills

• Experience in Wealth Management or fintech
• Experience integration ML/AI based insights in application flows

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 (CPT).