PB Digital - Alternatives Advisor / Client Experience Product Senior Associate

J.P. Morgan; New York (NY); On-site; USD 130,000 - 180,000; Full time

Job summary

JPMorganChase’s US Private Bank Digital team seeks a Senior Associate to advance alternatives product development and AI-enabled solutions for advisors and clients in New York. You will collaborate with product managers, designers, technology, and stakeholders to innovate and deliver user-centered digital capabilities that enhance the client experience.

The role involves drafting requirements, defining roadmaps, and leading market research to anticipate trends in private markets.

Qualifications

• Bachelor’s degree required; advanced degree or relevant certifications a plus.
• 3–5 years of experience in management consulting, product management, financial services, alternatives investments, wealth management, or related fields.
• Understanding of product management and building software products, including roadmap planning, requirement gathering, design, prioritization, and execution.
• Foundational understanding of alternative investments.
• Product management fundamentals: define user needs, translate requirements into features, prioritize and build a roadmap, collaborate with stakeholders, and support cross-functional execution.
• Executive-ready communication and influence: distill complex private markets tech concepts for diverse audiences.
• Design thinking and user-centered research: proficiency in discovery techniques and usability evaluation.
• Domain knowledge in alternative investments across private equity, private credit, hedge funds, real estate, and structured products.
• Self-motivated, calm under pressure, curious, analytical, and solution-oriented.
• Ability to collaborate in a fast-paced, dynamic environment.

Responsibilities

• Partner with stakeholders to set a vision and strategy for new capabilities.
• Lead market research on private market trends affecting advisor and client experience.
• Collect and analyze advisor/client needs to transform the advisor experience.
• Follow a user-centric, design-led approach to create impactful products.
• Draft requirements and build a detailed functionality roadmap for alternative investments.
• Clarify business requirements for engineering to meet goals.
• Define and measure product KPIs to guide decisions.
• Lead and participate in design sessions with Technology, Design, and business partners.

Skills

AI fundamentals

Hands-on AI capability

AI-enabled product thinking

Design thinking

User-centered research

Executive communication

Product management

Problem solving

Collaboration

Ambition and curiosity

Education

Bachelor’s degree

Advanced degree or certifications

Job description

About US Private Bank (USPB)

With more than 160 years of experience, J.P. Morgan Private Bank delivers the highest quality advice, service, capabilities, and products to wealthy individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a platform of both depth and breadth.

Role Overview

J.P. Morgan Private Bank Digital is seeking a motivated Senior Associate to join our Alternatives Product team. This role supports the development and execution of digital solutions for alternatives investments, working closely with product managers, advisors, technology, and other stakeholders to innovate, design, and develop technology that will enhance the advisor and client experience. The Senior Associate will contribute to product development and management, market research, and continuous improvement initiatives to drive innovation in this space.

Key Responsibilities

• Partner with stakeholders to establish a vision and strategy for how to deliver new and valuable capabilities to the business.

• Lead market research to identify leading private market trends that impact the advisor and client experience.

• Collect and analyze advisor/client needs to determine how to transform and improve the advisor experience.

• Follow a user-centric, design-led approach to create products with impact and explore transformational ideas.

• Draft requirements documents and build a detailed functionality roadmap for alternative investment solutions for advisors and clients.

• Clarify business requirements for the engineering team to ensure that solutions will achieve business goals.

• Define and measure product KPIs to track progress and drive enhancement and prioritization decisions.

• Lead and participate in design sessions with key partners in Technology, Design, and the advisor business.

AI Requirements

This role sits at the intersection of alternatives product management and applied AI. Candidates must arrive with demonstrated, hands‑on AI capability — these are prerequisites for consideration, not skills to be acquired on the job.

• Command of AI fundamentals. The candidate must already know how to prompt effectively, build their own agents and skills, write and run evals, and develop working prototypes.

• Demonstrated use of AI and genuine curiosity in the space is required. We expect evidence of active, self-directed engagement with the current AI landscape.

• AI-enabled product thinking. The candidate must have hands‑on experience using leading AI tools available today for rapid prototyping.

Required Qualifications

• Bachelor’s degree required; advanced degree or relevant certifications a plus.

• 3–5 years of experience in management consulting, product management, financial services, alternatives investments, wealth management, or related fields.

• Understanding of product management and building software products, including roadmap planning, requirement gathering, design, prioritization, and execution.

• Foundational understanding of alternative investments.

• Product management fundamentals: ability to define user needs, translate business requirements into feature specifications, prioritize and build a roadmap, collaborate with key stakeholders, and support cross‑functional execution.

• Executive-ready communication and influence: ability to distill complex private markets technology concepts into compelling visual narratives for audiences ranging from frontline Advisors to senior leadership.

• Design thinking and user‑centered research: proficiency in discovery techniques, ability to support usability evaluation of alternatives interfaces, and to iterate on designs through direct engagement with end users.

• Domain knowledge in alternative investments: knowledge across private equity, private credit, hedge funds, real estate, real assets, and structured products, including the lifecycle of commitments, capital calls, subscription workflows, fund onboarding, and performance monitoring for illiquid assets.

• Highly self-motivated with the ability to remain calm under pressure.

• Naturally curious mindset and a willingness to dig into the details.

• Strong analytical and problem‑solving skills.

• Excellent communication and interpersonal abilities.

• Ability to work collaboratively in a fast‑paced, dynamic environment.

• Extremely curious about the investment landscape and trends within the alternatives space.

Preferred Qualifications

• Experience leading product management teams and/or workstreams.

• Experience with AI products and solutions with a drive to push innovation.

• Industry experience working within management consulting, wealth management, asset management, financial services.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. These benefits include 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions.

Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.

Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Partner with stakeholders to establish a vision and strategy for how to deliver new and valuable capabilities to the business.