J.P. Morgan Wealth Management - Sr. Associate Advisor Central (Salesforce) Product Manager

The Advisor Central (Salesforce CRM) Senior Product Associate role will be part of the Advisor and Service Platform organization.  The Product Associate will work closely with the Product Managers and stakeholders to define and analyze the various functional and technical requirements to enhance the advisor desktop experience The Product Associate will primarily be responsible for gathering and refinement of requirements, conducting impact analysis and  writing epics and user stories based on recommended solutions and approach. 

As the Senior Product Associate on the Advisor Central team, you will be an integral part of enhancing the desktop experience for our Advisors.  This is a critical role support our efforts to transition to the Salesforce environment and is a highly visible role with great growth potential.  

Job Responsibilities

• Gather requirements from various workstreams and perform detailed analysis; produce business and technical requirements in the form of epics and stories, including assumptions, inputs, outputs, usability, performance expected from the application or business processes and user acceptance criteria
• Define technical and functional requirements, list of interfaces and touch points, conduct solution assessment of various business modules and conduct feasibility analysis for design and build
• Work with Technical Business Associates Agility Leads, Architects and Developers to transform requirements into design and implementation
• Conduct impact analysis to ensure dependencies on other projects and any cross product / platform impacts are captured accurately
• Ensure that there is always a healthy backlog of user stories
• Perform quality assurance/UAT testing
• Develop functional and training materials as needed
• Establish / train and ensure readiness of test, operations and support teams for implementation and production support activities prior to go transition, go-live of new / changed business processes/products, functionality or applications

Required qualifications, capabilities, and skills

• Bachelor’s Degree
• 3+ years of experience in financial services with experience in wealth management, financial planning, asset management, digital banking, or a closely related business managing strategic or transformational change
• 3+ years of hands-on experience with Salesforce ecosystem and related products – Sales, Service and/or Marketing Cloud, Lightning Scheduler, etc.
• 3+ years of experience working within an Agile development framework; JIRA experience required
• Excellent organizational skills and ability to manage priorities
• Excellent business and analytical skills
• Ability to define and communicate both functional and technical solutions and break them down into logical components of epics and user stories
• Structured thinker, effective communicator with excellent written communication skills.  Ability to crisply articulate complex technical concepts with poise and confidence.
• Highly self-motivated and ability to remain calm under intense pressure

 

 

 

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. W