JP Morgan Chase & Co.

Senior Associate - Digital Product

JP Morgan Chase & Co.$100K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5+ years of experience in product management or related roles in financial services or digital transformation.
  • Strong understanding of the advisor workflow related to prospecting and relationship development.
  • Demonstrated interest in AI and data-driven decision-making tools.
  • Ability to translate business needs into clear product requirements and collaborate with diverse teams.
  • Strong analytical skills and comfort with data to inform product decisions.
  • Excellent communication and stakeholder management capabilities.
  • Highly organized, detail-oriented, and able to manage multiple priorities.

Responsibilities

  • Support the product strategy and roadmap for digital client experience.
  • Translate advisor and leadership needs into product requirements and workflows.
  • Partner with teams to develop tools that improve prospect engagement and workflow efficiency.
  • Manage product backlog prioritization with senior leads and stakeholders.
  • Drive execution across product life cycle from discovery to optimization.
  • Explore AI opportunities to enhance advisor-client interactions and prospect engagement.
  • Gather feedback from advisors to ensure AI tools align with real-world workflows.

Benefits

  • Collaborative environment with cross-functional team interaction.
  • Opportunity to work with cutting-edge AI and data analysis tools.
  • Access to resources and expertise from a leading financial institution.
  • Professional development opportunities in product management and digital transformation.
Full Job Description
Job Description

Role Overview

The JP Private Bank Digital Team is seeking a Senior Associate Product Manager to help drive the Private Bank's client experience. This role will partner closely with advisors, banking teams, sales leadership, marketing, analytics, design, technology, data science, and AI teams to improve how prospects are captured, prioritized, nurtured, converted, and measured across digital and advisor-led channels.

Key Responsibilities

Product Ownership & Execution
  • Support the product strategy and roadmap for Private Bank client digital experience
  • Translate advisor, banker, and leadership needs into clear product requirements, user stories, workflows, and success criteria.
  • Partner with design, technology, analytics, data science, and AI teams to deliver digital tools that improve prospect visibility, workflow efficiency, and conversion outcomes.
  • Manage product backlog prioritization in partnership with senior product leads and business stakeholders.
  • Drive execution across discovery, requirements, testing, launch, adoption, and ongoing optimization.

AI-Driven Client and Advisor Enablement
  • Interest or experience using AI to support product delivery and insights
  • Explore opportunities to use AI to help advisors better identify, prioritize, and engage with high-potential prospects.
  • Partner with data science, analytics, and technology teams to evaluate AI-enabled capabilities such as lead scoring, next-best-action recommendations, automated insights, outreach support, pipeline summaries, and prospect research assistance.
  • Help define responsible, advisor-centered AI use cases that improve productivity while supporting appropriate controls, transparency, and user trust.
  • Gather advisor feedback on AI-powered tools to ensure recommendations are practical, explainable, and aligned to real-world workflows.
  • Monitor adoption and effectiveness of AI-enabled features and recommend enhancements based on data and user feedback.

Advisor & Stakeholder Engagement
  • Serve as a voice of the advisor within the Digital Team, bringing practical insight from the field into product decisions.
  • Conduct user interviews, feedback sessions, journey mapping, and workflow reviews with advisors, bankers, managers, and support teams.
  • Build strong relationships with Private Bank stakeholders to understand business priorities and ensure digital solutions align with advisor needs.
  • Support training, communications, and adoption efforts for new or enhanced lead, prospect, and AI-enabled tools.

Data, Measurement & Optimization
  • Define KPIs for lead management and prospect growth, including lead volume, lead quality, assignment timeliness, follow-up activity, conversion rates, advisor adoption, and AI feature engagement.
  • Partner with analytics and reporting teams to monitor product performance and identify opportunities for improvement.
  • Use data and user feedback to recommend enhancements, prioritize features, and improve business outcomes.
  • Help create consistent measurement frameworks for prospect pipeline management across teams and regions.


Required Qualifications
  • 3-5+ years of experience in product management, financial services, wealth management, banking, sales enablement, CRM, digital transformation, or related roles.
  • Strong understanding of the advisor or banker workflow, especially around prospecting, relationship development, pipeline management, and client acquisition.
  • Demonstrated interest in AI, data-driven decisioning, automation, or digital productivity tools.
  • Ability to translate business needs into clear product requirements and partner effectively with design, technology, analytics, data science, and business teams.
  • Strong analytical skills with comfort using data to assess performance, identify trends, and make product recommendations.
  • Excellent communication and stakeholder management skills.
  • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.


Preferred Qualifications
  • Prior experience in client engagement or as a Private Bank advisor, banker, portfolio associate, client advisor, or member of a banking team.
  • Experience supporting high-net-worth or ultra-high-net-worth client segments.
  • Experience working in Agile product development environments.
  • Interest in emerging AI capabilities and how they can be responsibly applied to improve advisor workflows, sales effectiveness, and client acquisition.
  • Understanding of digital adoption, change management, and field enablement within a large financial institution.


Success Measures

This person will be successful if they help the organization:
  • Create an engaging client digital experience
  • Improve speed and consistency of lead follow-up.
  • Strengthen pipeline tracking and reporting for advisors and managers.
  • Increase conversion of qualified prospects into client relationships.
  • Reduce manual effort and fragmented processes across banking teams.
  • Identify practical AI use cases that improve advisor productivity and prospect engagement.
  • Bring authentic advisor perspective into product design and prioritization.


About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

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Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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