Wealth Aggregation & Analytics: Onboarding & Adoption Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-28
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
-
Business
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Aggregation Product Associate in New York. This role involves driving adoption of Addepar software for ultra-high net worth clients, acting as a key contact for product support and onboarding, and prioritizing product feature requirements. The ideal candidate will have over 5 years of financial services experience, expertise with Addepar, and strong product management skills.
Competitive compensation and benefits are offered.
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