JP Morgan Wealth Management – Client Onboarding Product & Experience – Vice President

J.P. Morgan; New York (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

A leading company seeks a Client Onboarding Product Manager to improve investment account experiences. You will lead design efforts, partner across teams, and drive innovative product strategies to enhance client relationships. This role requires strong analytical skills and a collaborative mindset to meet complex financial service needs.

Qualifications

• 6+ years of product management or relevant experience in financial services.
• Strong analytical skills and ability to understand complex systems.
• Experience collaborating closely with UX designers and software engineers.

Responsibilities

• Lead design and delivery of innovative solutions for onboarding.
• Align onboarding flows with processes, analyze data models.
• Collaborate across teams to develop and deliver solutions.

Skills

Analytical Skills

Collaboration

Communication

Strategic Thinking

Tools

Microsoft Excel

Microsoft PowerPoint

Adobe Analytics

Tableau

Job description

The J.P. Morgan Wealth Management Client Onboarding & Account Openingteam designs seamless digital and human-assisted experiences that make it easy to open new investment accounts and deepen client relationships. We deliver impactful, compliant solutions across web, mobile, and internal platforms—supporting both self-directed and advisor-led channels.

As a Client Onboarding Product Manager within theJPM Wealth Management Product & Experienceorganization, you’ll lead the design and delivery of innovative solutions that improve the client and advisor experience. You’ll own critical product processes, use data to inform decisions, and partner across business, technology, and control teams to bring ideas to life.

A successful candidate craves the opportunity to build out new products while also reinvigorating and re-examining established products. You see the big picture and what needs to be done, but more importantly why it is important and how it all fits together. You are a strategic thinker, skilled collaborator, and strong communicator—comfortable with ambiguity and passionate about client experience, operational excellence, and change management. This is an exciting opportunity to shape the future of onboarding in J.P. Morgan Wealth Management.

Job Responsibilities:

• Ensure a cohesive account opening experience by aligning onboarding flows with upstream and downstream processes.
• Center on Client & Advisor Needs: Apply critical thinking and deep user empathy to define best-in-class digital experiences.
• Lead business discovery efforts, synthesizing client insights, advisor feedback, and performance data to inform strategy.
• Analyze data models and onboarding flows to translate business goals into clear product requirements.
• Work closely with technology, UX, risk, legal, compliance, and other key stakeholders to develop and deliver solutions.
• Prepare user demos, progress updates, and executive-ready presentations to share outcomes and drive alignment.
• Gather and synthesize feedback to identify gaps, prioritize features, and shape the product roadmap.
• Collaborate with design partners to develop user flows, wireframes, and visual prototypes that support usability and compliance.

Required qualifications, capabilities, and skills:

• 6+ years of product management or relevant experience within the financial services industry, with a strong analytical background.
• Ability to understand complex subjects (technical system architecture, industry regulatory requirements) and communicate the important details to partners.
• Proficient in Microsoft Office (with a focus on Excel and Power Point skills).
• Experience working closely with user experience designers and software engineers.
• Experience with Adobe Analytics, Tableau or any web analytics tool is a plus.
• Strong partnership record and ability to build effective business relationships required to leverage parts of the organization when needed.

Preferred qualifications, capabilities, and skills:

• Project Management experience

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).