Senior Product Manager — Wealth Planning Experience

Archer

New York (NY)

On-site

USD 120,000 - 160,000

Full time

2 days ago
Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Health coverage
Retirement savings plan
On-site wellness centers
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Job summary

Archer, collaborating with J.P. Morgan, is seeking a Product Manager Sr. Associate to drive the Wealth Plan Advisor Experience.

You will lead end-to-end product development for wealth management advisor planning tools, leveraging AI to accelerate workflows from ideation to delivery. You will work with stakeholders to identify opportunities through user research, map journeys, and inform the strategic roadmap with data-driven insights and analytics.

Qualifications

  • 3+ years of experience in product management.
  • Knowledge of wealth management and advisor space.
  • Hands-on experience using AI productivity tools to build docs, prototypes, or accelerate delivery.
  • Proficient knowledge of the product development life cycle.
  • Experience in discovery and requirements definition.
  • Developing knowledge of data analytics and data literacy.

Responsibilities

  • Champion the use of AI tools to accelerate product workflows from PRDs to proof-of-concept demos.
  • Identify new product opportunities through user research and discovery.
  • Anticipate implications of new features on the overall product experience.
  • Support user research, journey mapping, and market analysis for strategic roadmaps.
  • Analyze product metrics across development life cycle.
  • Write requirements, epics, and user stories to support development.

Skills

Product management
Wealth management
AI productivity tools
Product life cycle
Discovery & requirements

Tools

GitHub Copilot
Claude
ChatGPT

Job description

Archer, collaborating with J.P. Morgan, is seeking a Product Manager Sr. Associate to drive the Wealth Plan Advisor Experience.

You will lead end-to-end product development for wealth management advisor planning tools, leveraging AI to accelerate workflows from ideation to delivery. You will work with stakeholders to identify opportunities through user research, map journeys, and inform the strategic roadmap with data-driven insights and analytics.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

JPMorgan Wealth Management - Senior Product Associate - Wealth Plan
JPMorgan Wealth Management - Senior Product Associate - Wealth Plan

Archer • New York (NY)

On-site
USD 120,000 - 160,000
Health coverage
Retirement savings plan
On-site wellness centers
+4
Wealth-Tech Product Strategist with AI Insights
Wealth-Tech Product Strategist with AI Insights

Testing Site - JPMC • New York (NY)

On-site
USD 110,000 - 150,000
Senior Product Designer - Advisor UX (Private Banking)
Senior Product Designer - Advisor UX (Private Banking)

Archer • Jersey City (NJ)

On-site
USD 120,000 - 180,000
J.P. Morgan Wealth Management - Senior Product Associate
J.P. Morgan Wealth Management - Senior Product Associate

Testing Site - JPMC • New York (NY)

On-site
USD 110,000 - 150,000
Senior Technical Program Manager – AI‑Driven Delivery
Senior Technical Program Manager – AI‑Driven Delivery

Archer • Columbus (OH)

On-site
USD 120,000 - 170,000
Senior Wealth Product Strategy & Go-To-Market
Senior Wealth Product Strategy & Go-To-Market

Testing Site - JPMC • Columbus (OH)

On-site
USD 90,000 - 130,000
J.P. Morgan Wealth Management - Senior Associate, Product - AI
J.P. Morgan Wealth Management - Senior Associate, Product - AI

JPMorgan Chase & Co. • New York (NY)

On-site
USD 120,000 - 180,000
VP Product Manager, Advisor Tools & Portfolio Platform
VP Product Manager, Advisor Tools & Portfolio Platform

Testing Site - JPMC • New York (NY)

On-site
USD 180,000 - 240,000
J.P. Morgan Wealth Management - Senior Associate, Product - AI
J.P. Morgan Wealth Management - Senior Associate, Product - AI

JPMorgan Chase & Co. • City of Rochester (NY)

On-site
USD 120,000 - 155,000
Senior Product Manager, WealthTech & Fintech
Senior Product Manager, WealthTech & Fintech

J.P. Morgan • New York (NY)

On-site
USD 130,000 - 180,000