Wealth Plan Product Manager – AI-Driven Advisor Tools

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Product Manager Sr. Associate to join the Wealth Plan Advisor Experience team. You will lead end-to-end product life cycles for wealth management planning tools and partnering with advisors and clients to innovate offerings.

This role emphasizes leveraging AI productivity tools to accelerate documentation, wireframes, and prototyping, while shaping the product roadmap from discovery through delivery. Authorization to work in the United States is required.

Qualifications

• 3+ years of experience in product management.
• Knowledge of wealth management and advisor space.
• Hands-on experience using AI productivity tools to build documentation, knowledge bases, prototype product concepts, or accelerate product delivery workflows.

Responsibilities

• Champion the use of AI tools to accelerate product workflows—from drafting PRDs, user stories, and acceptance criteria to rapidly prototyping concepts, wireframes, and demos.
• Identify new product opportunities reflecting customer and market needs through user research and discovery.
• Anticipate upstream and downstream implications of new features on overall product experience.
• Support user research, journey mapping, and market analysis to inform the roadmap and provide insights on valuable product features.
• Analyze, track, and evaluate product metrics across the development life cycle.
• Write requirements, epics, and user stories to support product development.

Skills

Product management

Wealth management

AI productivity tools

Tools

GitHub Copilot

Claude

ChatGPT

Job description

JPMorgan Chase & Co. is seeking a Product Manager Sr. Associate to join the Wealth Plan Advisor Experience team. You will lead end-to-end product life cycles for wealth management planning tools and partnering with advisors and clients to innovate offerings.

This role emphasizes leveraging AI productivity tools to accelerate documentation, wireframes, and prototyping, while shaping the product roadmap from discovery through delivery. Authorization to work in the United States is required.