Senior Product Manager, AI-Driven Private Bank Digital

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co.'s Private Bank Digital Team is seeking a Senior Associate Product Manager to help drive the client experience across digital and advisor‑led channels. You will partner with advisors, banking teams, sales leadership, marketing, analytics, design, technology, data science, and AI teams to improve how prospects are captured, nurtured, converted, and measured.

In this role, you will translate needs into product requirements, manage backlogs, and drive execution from discovery to

Qualifications

• 3–5+ years of experience in product management, financial services, wealth management, banking, sales enablement, CRM, digital transformation, or related roles.
• Strong understanding of the advisor or banker workflow, especially around prospecting, relationship development, pipeline management, and client acquisition.
• Demonstrated interest in AI, data‑driven decisioning, automation, or digital productivity tools.
• Ability to translate business needs into clear product requirements and partner effectively with design, technology, analytics, data science, and business teams.
• Strong analytical skills with comfort using data to assess performance, identify trends, and make product recommendations.
• Excellent communication and stakeholder management skills.
• Highly organized, detail‑oriented, and able to manage multiple priorities in a fast‑paced environment.

Responsibilities

• Support the product strategy and roadmap for Private Bank client digital experience
• Translate advisor, banker, and leadership needs into clear product requirements, user stories, workflows, and success criteria.
• Partner with design, technology, analytics, data science, and AI teams to deliver digital tools that improve prospect visibility, workflow efficiency, and conversion outcomes.
• Manage product backlog prioritization in partnership with senior product leads and business stakeholders.
• Drive execution across discovery, requirements, testing, launch, adoption, and ongoing optimization.
• AI-Driven Client and Advisor Enablement: explore AI opportunities to support delivery and insights, identify high-potential prospects, evaluate AI capabilities and ensure responsible use cases.
• Advisor & Stakeholder Engagement: conduct interviews, journey mapping, and workflow reviews; build strong relationships with Private Bank stakeholders; support training and adoption.
• Data, Measurement & Optimization: define KPIs for lead management; monitor product performance; use data to prioritize features and improve outcomes.

Skills

Product management

Financial services

AI interest

Stakeholder mgmt

Analytical skills

Communication

Job description

JPMorgan Chase & Co.'s Private Bank Digital Team is seeking a Senior Associate Product Manager to help drive the client experience across digital and advisor‑led channels. You will partner with advisors, banking teams, sales leadership, marketing, analytics, design, technology, data science, and AI teams to improve how prospects are captured, nurtured, converted, and measured.

In this role, you will translate needs into product requirements, manage backlogs, and drive execution from discovery to