JPMorgan Wealth Management - Senior Product Associate - Wealth Plan

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Product Manager Sr. Associate to join the Wealth Plan Advisor Experience team. You will lead end-to-end product life cycles for wealth management planning tools and partnering with advisors and clients to innovate offerings.

This role emphasizes leveraging AI productivity tools to accelerate documentation, wireframes, and prototyping, while shaping the product roadmap from discovery through delivery. Authorization to work in the United States is required.

Qualifications

• 3+ years of experience in product management.
• Knowledge of wealth management and advisor space.
• Hands-on experience using AI productivity tools to build documentation, knowledge bases, prototype product concepts, or accelerate product delivery workflows.

Responsibilities

• Champion the use of AI tools to accelerate product workflows—from drafting PRDs, user stories, and acceptance criteria to rapidly prototyping concepts, wireframes, and demos.
• Identify new product opportunities reflecting customer and market needs through user research and discovery.
• Anticipate upstream and downstream implications of new features on overall product experience.
• Support user research, journey mapping, and market analysis to inform the roadmap and provide insights on valuable product features.
• 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

AI productivity tools

Tools

GitHub Copilot

Claude

ChatGPT

Job description

Job Description

The Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their goals. The team is charged with creating a fully integrated, elegant and seamless end-to-end experience for clients and advisors across all client segments. We build the strategic vision and lead the development of products and solutions.

As a Product Manager Sr. Associate you will work the Wealth Plan Advisor Experience team to innovate new product offerings and lead the end-to-end product life cycle for wealth management advisor planning tools.

Job responsibilities

• Champion the use of AI tools (e.g., GitHub Copilot, Claude, ChatGPT) to accelerate product workflows - from drafting PRDs, user stories, and acceptance criteria to rapidly prototyping product concepts, interactive wireframes, and proof-of-concept demo
• Work with team to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
• Anticipate upstream and downstream implications of new product features on the overall product experience
• Support 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
• Analyze, track, and evaluate product metrics including work to time, cost, and quality targets across the product development life cycle
• Write 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
• Knowledge of wealth management and advisor space
• Demonstrated hands-on experience using AI productivity tools (e.g., GitHub, Copilot, Claude, ChatGPT, or similar) to build documentation, knowledge bases, prototype product concepts, or accelerate product delivery workflows
• 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

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

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility.

• base salary determined based on the role, experience, skill set and location
• commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching and more

Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.