Wealth Platform Product Owner — AI-Driven Advisory

Next Frontier Capital; Jersey City (NJ); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Trading & Implementation Product Owner for Managed Investments to drive ConnectWealth initiatives across US and international markets.

You will lead portfolio construction, trading, and implementation capabilities, partnering with Technology and Digital teams to deliver an integrated wealth platform. Strong AI literacy will accelerate requirements, decisions, and stakeholder communications.

Qualifications

• 2+ years of experience in wealth management or financial services.
• Track record of successfully managing projects – highly desirable.
• Experience with or in a product or project management role – highly desirable.

Responsibilities

• Support the vision, strategy, and development of portfolio implementation and trade flow platforms across advisory and discretionary channels in the US and international regions.
• Manage discovery efforts and integrate into product roadmap.
• Create BRDs that capture functional, design, and regulatory features with stakeholders.
• Document requirements using AI and Epic/Story format in JIRA.
• Support story refinement with technology partners and business; AI-generated PRs.
• Maintain product backlog to support strategic roadmap and value proposition.
• Collaborate with UAT teams to support acceptance criteria and product during testing.
• Ensure timely delivery across end-to-end lifecycle.
• Use AI to scale requirements articulation, discovery, and backlog refinement.

Skills

Wealth management experience

Excel

PowerPoint

JIRA

AI tools

Data-driven decisions

Tools

JIRA

Job description

JPMorgan Chase & Co. is seeking a Trading & Implementation Product Owner for Managed Investments to drive ConnectWealth initiatives across US and international markets.

You will lead portfolio construction, trading, and implementation capabilities, partnering with Technology and Digital teams to deliver an integrated wealth platform. Strong AI literacy will accelerate requirements, decisions, and stakeholder communications.