Job Description

Job Description

About J.P. Morgan : J.P. Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs worldwide. Operating in 100 countries, we hold leadership positions across various lines of business. Our team of dedicated employees strives to do the right thing for our clients and the firm, making us the most respected financial institution globally and offering outstanding career opportunities.

About US Private Bank (USPB):  With over 160 years of experience, J.P. Morgan Private Bank provides top-tier advice, service, capabilities, and products to affluent individuals and families globally. We offer highly customized and comprehensive solutions to address the complexities our clients face, leveraging our extensive product offerings. Our business model emphasizes deep client relationships through an integrated team structure with a platform of both depth and breadth.

The Private Bank Digital Wealth Planning Product Associate will focus on the execution of our goals-based planning digital experience for advisors and clients within the U.S. Private Bank. This role requires a proactive individual with a foundational understanding of Wealth Planning and Advice, capable of supporting product execution to deliver value to our clients. The Associate will partner closely with Wealth Strategists, Wealth Advisors, Private Advisory Leadership, front office advisors, Technology, and cross-line of business product teams.

Job Responsibilities:

Execution and Support:

• Assist in the execution of the product strategy for goals-based planning digital experience.
• Collaborate with senior team members to align product execution with business objectives.

Product Development and Management:

• Support the product lifecycle, including market research, product design, development, and launch.
• Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the advisor-facing digital ecosystem (Connect) and on J.P. Morgan Online.
• Collaborate with Legal, Compliance, Risk, and Audit to ensure products meet regulatory requirements and industry standards.
• Analyze product performance metrics and support strategies for improvement.
• Contribute to continuous improvement and innovation in product offerings.

Stakeholder Engagement:

• Build strong relationships with key stakeholders, including the Morgan Private Advisory team, advisors, Technology, and Legal/Risk/Controls partners.
• Communicate product updates and execution plans effectively to stakeholders at all levels.
• Participate in requirements gathering, feedback collection, and roadmap strategy sessions with stakeholders.

Market and Competitive Analysis:

• Conduct market research to identify trends, opportunities, and competitive threats.
• Support the development of strategies to differentiate our products in the marketplace.

Required Qualifications, Capabilities and Skills:

• Experience in product management for financial institutions or Fintech firms, with a track record of supporting successful product execution.
• Exposure to AI-driven technology solutions is a plus.
• Strong strategic thinking and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Ability to thrive in a fast-paced, dynamic environment.
• Bachelor’s degree in Business, Finance, or related field.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.​

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