Treasury Services Product Lead — Client Delivery & Strategy

Testing Site - JPMC

Newark (DE)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

J.P. Morgan's Private Bank is seeking a Treasury Services Product Associate to manage a diverse caseload of research, regulatory and product requests, and help deliver Treasury Services projects to clients.

You will partner with product managers and cross‑functional teams, surface client feedback, build stakeholder relationships, and ensure timely, compliant execution in a dynamic regulatory environment. This role emphasizes client‑centric thinking, meticulous analysis, and the ability to

Qualifications

  • 2+ years’ experience with Treasury Services products.
  • Excellent communicator who distills complex situations for any audience.
  • Data‑driven; creates metrics and reporting to inform decisions.
  • Creative, client/advisor‑centric thinker with strong interpersonal skills.

Responsibilities

  • Aggregate and analyze client and user feedback to surface themes, opportunities, and improvements
  • Act as a strategic partner to product managers and cross‑functional teams, representing the voice of the client
  • Build and maintain strong relationships with stakeholders and internal partners (Deposit Sales, Front Office, Service)
  • Proactively identify problems and themes; investigate root causes and propose process improvements
  • Establish a consistent follow‑up cadence, manage issue tracking, and drive escalations (including Treasury Services and high‑touch clients)
  • Provide timely, concise project status updates; take ownership, act with urgency, and over‑communicate to exceed expectations
  • Adhere to policies and procedures for client requests; work independently and collaboratively to maximize productivity

Skills

Treasury Services knowledge
Stakeholder management
Excellent communication
Analytical thinking
Risk-aware decision making

Education

College degree
Experience in banking/financial services

Job description

J.P. Morgan's Private Bank is seeking a Treasury Services Product Associate to manage a diverse caseload of research, regulatory and product requests, and help deliver Treasury Services projects to clients.

You will partner with product managers and cross‑functional teams, surface client feedback, build stakeholder relationships, and ensure timely, compliant execution in a dynamic regulatory environment. This role emphasizes client‑centric thinking, meticulous analysis, and the ability to

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