Senior Digital Product Lead – Onboarding & Client Experience

Fairygodboss

New York (NY)

On-site

USD 120,000 - 150,000

Full time

14 days+
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Job summary

JPMorgan Chase & Co. in New York seeks a Senior Associate to join the Private Bank's Digital team, driving onboarding for the Becoming a Client experience.

You will collaborate with product, design, engineering, operations, and advisor teams to streamline processes and deliver digital solutions across channels. You will map workflows, identify gaps, and champion the advisor/client perspective while leveraging AI to reimagine onboarding and accelerate delivery.

Qualifications

  • 5+ years of experience in product management, digital strategy, or a related discipline within financial services.

Responsibilities

  • Support the development of the BAC product experience and define the roadmap for unifying onboarding 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 to ensure solutions are grounded in real workflows.
  • Leverage AI and emerging technology to reimagine onboarding and create personalized client journeys and advisor copilots.
  • Develop requirements in an AI-first way and build rapid prototypes to validate concepts and accelerate production-ready solutions.
  • 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 including requirements documents, user stories, journey maps, wireframes, and roadmaps.

Skills

5+ years experience
AI curiosity
Cross-functional work
Analytics & storytelling
Translate ambiguity
KYC/AML onboarding

Job description

JPMorgan Chase & Co. in New York seeks a Senior Associate to join the Private Bank's Digital team, driving onboarding for the Becoming a Client experience.

You will collaborate with product, design, engineering, operations, and advisor teams to streamline processes and deliver digital solutions across channels. You will map workflows, identify gaps, and champion the advisor/client perspective while leveraging AI to reimagine onboarding and accelerate delivery.

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