J.P. Morgan Wealth Management - Product Associate

Location: New York

Job Description

The Acquisitions & Workplace Strategies Team is dedicated to delivering integrated, end-to-end experiences for J.P. Morgan Workplace Solutions corporate clients, participants, bankers, and financial advisors.

Job Description

The Acquisitions & Workplace Strategies Team is dedicated to delivering integrated, end-to-end experiences for J.P. Morgan Workplace Solutions corporate clients, participants, bankers, and financial advisors.

As a Product Associate on the Acquisitions & Workplace Strategies team, you will play a critical role in supporting the VP, Wealth Conversion Journey Lead in designing and executing target user journeys and solutions for bankers and financial advisors, ensuring initiatives are delivered from concept through launch. In this role, you will report progress and outcomes to leadership and stakeholders, while also escalating risks and issues through executive-level reporting to maintain transparency and facilitate timely resolution.



Key Responsibilities

• Journey & Solution Design:
  Partner with the VP, Journey Lead, to design target user journeys and solutions for bankers and financial advisors, leveraging research, competitive analysis, and stakeholder input to define best-in-class experiences.
• Business & Technology Alignment:
  Translate business requirements into actionable product and technology deliverables by collaborating closely with product, technology, data, and design partners.
• Stakeholder Engagement:
  Coordinate with business, product, legal, risk, compliance, and controls teams to secure all necessary approvals and sign-offs for product features and go-to-market activities.
• Go-to-Market Execution:
  Support all aspects of launch readiness, including field and advisor training, communications planning, and ensuring all bankers and financial advisors are informed of new features ahead of launch.
• Program Management:
  Track and manage the product critical path, ensuring timely execution of key workstream tasks and escalation of risks or issues as needed.
• Cross-Functional Collaboration:
  
  Facilitate alignment across multiple product areas and lines of business, ensuring consistent delivery and transparency through executive-level reporting.
• Training & Communications:
  Develop and deliver training materials and communications to support field readiness and adoption.
• Analytics & Reporting:
  Establish and monitor feature OKRs, analytics, and reporting requirements to measure success and inform continuous improvement.
• Special Projects:
  Lead or support special projects aligned with team and business priorities, driving effective execution and delivery.

Required Qualifications , Capabilities, And Skills

• BS/BA degree or equivalent experience.
• 3+ years of experience in Product Management, Product Strategy, or Program Management roles.
• Experience with in Financial Services, Wealth Management, Equity Compensation and/or Core Business activities.
• Demonstrated experience in stakeholder engagement and/or cross-functional collaboration.
• Proven ability to coordinate firmwide initiatives and work across multiple lines of business.
• Advanced executive presentation creation skills, including storyboarding, content creation and visualization.
• Proficient in PowerPoint, Pitch Pro, and Excel.
• Expertise in Confluence, client journey mapping, and product management platforms.
• Strong analytical and problem-solving skills, with experience applying Agile and Scrum methodologies.
• Exceptional attention to detail, organizational, and meeting management skills.
• Proven track record of delivering high quality results within deadlines.
• Comfortable working in fast-paced environments with aggressive deadlines.
• Ability to take ambiguous objectives and define clear, actionable plans.

To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

About Us

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. 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…