JP Morgan Chase & Co.

Wealth Management - AI Product Owner, Financial Insights - Senior Associate

JP Morgan Chase & Co. • $110K — $130K *
Columbus, OH 43240In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 3+ years of experience in product management or business analysis in front office Finance or investment management
  • Deep understanding of Finance functions such as FP&A, reporting, forecasting, and treasury
  • Familiarity with AI/ML trends, particularly in large language models and automation
  • Proven experience owning digital products with a focus on user experience
  • Basic SQL skills for data validation and analysis
  • Understanding of data architecture to connect Finance and engineering
  • Strong analytical and storytelling skills for executive presentations
  • Proficient in analytics tools like Excel and Tableau
  • Effective written and verbal communication skills
  • Experience managing product backlogs in agile settings
  • Bachelor's degree in Finance, Business or related field

Responsibilities

  • Partner with Finance leaders to identify workflows and translate needs into AI product concepts
  • Define the AI product roadmap by prioritizing high-value use cases
  • Collaborate with data scientists and engineers to create practical AI solutions
  • Write product requirements and own the backlog for agile delivery
  • Define success metrics for AI products and iterate based on user feedback
  • Oversee the vision and roadmap for a Finance mobile app with curated insights
  • Ensure the mobile interface is intuitive for Finance leaders

Benefits

  • In-house training for personal and professional development
  • Access to cutting-edge technology and tools
  • Collaboration with senior Finance stakeholders
  • Opportunity to innovate in the field of AI and Finance
  • Engagement in a dynamic and supportive team environment
Full Job Description
Job Description

Job Summary

As a Senior Associate and AI Product Owner of Financial Insights in our Asset & Wealth Management Finance team, you will identify, design, and deliver AI-powered solutions for front office Finance, pairing strong product judgment with awareness of emerging AI capabilities. You will own the product vision for a first-of-its-kind Finance mobile app that delivers AI-generated insights, spotlights, and nudges directly to Finance leadership. You will connect Finance needs to data and engineering delivery, conduct market research on AI trends, and communicate product vision to senior leaders through polished narratives and decision-focused recommendations.

Job responsibilities
  • Partner with senior Finance stakeholders (CFO, controllers, FP&A, business leaders) to understand decision workflows, pain points, and information gaps; translate needs into AI-powered product concepts
  • Define and prioritize the AI product roadmap by identifying high-value use cases and converting ambiguous business challenges into measurable outcomes
  • Collaborate with data scientists and engineers to shape AI solutions, focusing on practical approaches like grounding outputs in approved internal sources, drafting commentary and summaries, and adding validation checks so outputs are accurate and executive-ready
  • Write product requirements, user stories, and acceptance criteria for AI tools; own the backlog and deliver in agile sprints
  • Define success metrics for AI products; track adoption, quality, and business impact; iterate based on user feedback and observed performance
  • Own the product vision and roadmap for the Finance mobile app, defining what insights get pushed, to whom, at what cadence, and how AI-generated outputs are curated for executive consumption
  • Partner with UX design and engineering to ensure the mobile interface is intuitive and aligned to how Finance leaders work
  • Define and document data requirements for Finance insights, including metric definitions, hierarchies, time periods, and segmentations; translate Finance questions and KPIs into clear logic and validate outputs against expected Finance results
  • Design and execute testing cycles for AI features-defining test scenarios, coordinating UAT with Finance users, triaging defects, and confirming outputs meet quality standards before production release
  • Lead feature launch activities including internal marketing communications, stakeholder outreach, live demos for Finance leadership, and adoption campaigns that build awareness and sustained engagement with new capabilities
  • Maintain peer benchmarking across financial services and adjacent CFO tooling to identify proven patterns for proactive insights, exception-based reporting, and executive delivery surfaces


Required qualifications, capabilities, and skills
  • 3 years in product management, product ownership, or business analysis supporting front office Finance or investment management teams
  • Strong understanding of Finance functions (FP&A, reporting, forecasting, treasury, controller workflows) within asset management or wealth management
  • Working knowledge of AI/ML trends, particularly large language models, agentic AI, and intelligent automation, with the ability to translate capabilities into practical product ideas
  • Proven track record designing or owning digital products (mobile apps, dashboards, executive-facing tools) with strong instincts for UX and information design
  • Working familiarity with SQL (ability to read, understand, and validate query logic; basic querying to support analysis and triage)
  • Working understanding of data architecture concepts (sources, transformations/ETL, curated datasets, metric definitions, and consumption layers) to effectively bridge Finance and engineering teams
  • Strong analytical and storytelling skills; ability to build data-driven narratives and deliver polished presentations to executive audiences
  • Proficiency with analytics and visualization tools (e.g., Excel, Tableau, PowerPoint)
  • Excellent written and verbal communication; ability to bridge technical and business audiences
  • Demonstrated ability to manage product backlogs and deliver in agile environments
  • Bachelor's degree in Finance, Business, Economics, or a related field


Preferred qualifications, capabilities, and skills
  • Familiarity with GenAI product patterns where outputs are based on approved internal sources, sufficient to partner effectively with engineering teams
  • Background with semantic layers, metrics definitions, data dictionaries, or validating analytics outputs against Finance reports in partnership with data teams
  • Familiarity with mobile product design, push notification strategy, or content delivery frameworks for executive audiences
  • Prior work building insights, alerting, or nudge-based products (exception-based reporting, proactive intelligence)
  • Background at a large financial institution, consulting firm, or fintech serving asset/wealth management
  • Familiarity with user research methodologies, design thinking, or jobs-to-be-done frameworks
  • MBA or advanced degree in a relevant field


Additional Information

This position does not offer visa sponsorship. Candidates must be authorized to work in the United States without the need for current or future sponsorship.

This role requires in-office presence at our Jersey City, NJ or Columbus, OH location.

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.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

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.

Preparing Your Job Application

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
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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