J.P. Morgan Wealth Management - Senior Product Associate

Join our dynamic team where you will play a crucial role in the Advisor Productivity Tools and Connect Platform programs. This role offers an exciting opportunity to contribute to our business strategy, support advisors, and grow their business, all while advancing your own career.

As a Senior Product Associate in J.P. Morgan Wealth Management, you will play a key role in the development and execution of our Advisor Productivity Tools and Connect Platform initiatives. You will have the opportunity to work with a wide network of systems, tools, and processes aimed at increasing Advisor productivity and satisfaction. Your role will involve partnering with other product teams, designers, and technology teams across the organization to deliver intuitive, controlled, and seamless experiences for our Advisors. This role provides a unique opportunity to influence across product lines and collaborate with senior stakeholders, contributing significantly to our ambitious business goals.

Job Responsibilities 

• Establish the scope and operations for new products dedicated to Advisor Productivity Tools and Connect Platform 
• Work with data architects and design engineers to map end-to-end product vision. 
• Drive strategic solutions to solve real-world client, Advisor, and operational challenges; build out multi-year product roadmap and translate product strategy into actionable deliverables. 
• Develop clear understanding/documentation rules for responsible products.
• Work with other Product Owners to introduce cross-system controls/audits/reconciliation; establish OKRs and other performance metrics.
• Own and prioritize specific system changes with coordination between our strategic objectives and technical requirements. Be the main decision maker in determining trade-offs based on known considerations. 
• Work with technical teams aligned to Advisor Productivity Tools and Connect Platform to confirm the output delivered meets expectations; have a client-centric and Advisor-focused mindset to create thoughtful solutions. 
• Generate ideas for continuous improvement and process improvements to promote productivity, efficiency, and increased collaboration across multiple scrum teams.
• Develop implementation project plans and collaborate cross-functionally with internal stakeholders to execute on them. Track project progress and report effectively on status, barriers, and changes. Accountable for creating, maintaining, and communicating schedules, scorecards, and status updates.  Monitor ongoing health or success of products post-launch.
• Expand our vision of Advisor Productivity Tools and Connect Platform to include practice management metrics/principles.

Required qualifications, capabilities, and skills

• 5 plus years of product management or business analyst experience with a strong analytical background; trading and investment knowledge
• 7 plus years of knowledge of SQL queries experience
• Able to balance multiple priorities; has a strong attention to detail and exercises a control-oriented mindset
• Demonstrates intellectual curiosity and honesty – seek out the truth and ground decisions in the facts
• Comfortable with ambiguity, ability to act independently, demonstrate leadership and take initiative but work equally well within a dynamic and fast-paced team environment
• Thinks analytically and logically to understand and analyze complex business processes
• Strong oral and written communication skills; capable of concision and brevity
• Digital product launch and lifecycle management experience

Preferred qualifications, capabilities, and skills

• Financial services background, regulatory knowledge, project management and Wealth Management experience a plus
• Experience with Agile is a strong plus.
• Strong sense of responsibility and initiative
• Strong interpersonal and influencing skills; adept at presenting to large and small groups and can interact with colleagues and leaders at all levels and achieve goals. 
• Good judgment and discretion working with highly confidential information.

 

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 ma