Senior Associate, Digital Product — Onboarding & Journeys

JPMorganChase; New York (NY); Hybrid; USD 140,000 - 190,000; Full time

Job summary

JPMorganChase’s Private Bank Digital Team seeks a Senior Associate to unify Becoming a Client onboarding across advisors, clients, and operations. You’ll collaborate with product, design, engineering, and compliance to drive scalable digital solutions and faster, more consistent onboarding.

You’ll lead cross-functional efforts, apply AI to prototypes, and define success metrics to improve adoption and experience quality.

Qualifications

• 5+ years in product management or digital strategy in financial services.
• Strong AI curiosity and ability to apply AI/ML and automation to workflows.
• Experience working across complex multi-stakeholder environments.
• Strong analytical and communication skills.
• Ability to translate ambiguous problems into actionable plans.
• Familiarity with onboarding, KYC/AML processes in wealth management.

Responsibilities

• Support the development of the BAC product experience — help define and drive the roadmap for unifying the onboarding journey across advisors, clients, and operations partners.
• Map end-to-end workflows across all stakeholder groups to identify gaps, redundancies, and opportunities for simplification.
• Partner cross-functionally with design, engineering, compliance, and operations to deliver scalable digital solutions.
• Champion the advisor and client perspective — leverage your understanding of the advisory team experience to ensure solutions are grounded in real workflows.
• Leverage AI and emerging technology to reimagine onboarding — from intelligent document processing to personalized client journeys and advisor-facing copilots.
• Develop requirements in an AI-first way — build rapid prototypes using AI tools to validate concepts, communicate intent to engineering partners, and accelerate the path from idea to production-ready solution.
• Define success metrics and use data to measure adoption, efficiency gains, 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 roadmap presentations

Skills

Product management

AI/ML in workflows

Stakeholder management

Analytical skills

Communication skills

Onboarding/KYC/AML knowledge

Tools

AI tools

Agile/Scrum

Job description

JPMorganChase’s Private Bank Digital Team seeks a Senior Associate to unify Becoming a Client onboarding across advisors, clients, and operations. You’ll collaborate with product, design, engineering, and compliance to drive scalable digital solutions and faster, more consistent onboarding.

You’ll lead cross-functional efforts, apply AI to prototypes, and define success metrics to improve adoption and experience quality.