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J.P. Morgan Wealth Management - Senior Product Associate, Account Opening and Activation

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 22 days ago

No clicks

**Senior Product Associate for Account Opening & Activation at J.P. Morgan Wealth Management** Drive AI-accelerated self-directed account opening experiences. Leverage tools like GitHub Copilot, Claude, and AI-platforms to deliver intuitive, seamless solutions. Collaborate cross-functionally to define product strategy, backlog, and requirements. Manage AI-powered knowledge repositories and conduct data-driven analyses. 3-5 years' PM experience, strong analytical skills, and AI tool proficiency required. Familiarity with wealth management platforms and Agile/Scrum environments preferred. Join JPMorgan Chase to work at scale in a dynamic financial services setting.

Compensation
Not specified

Currency: Not specified

City
New York City
Country
United States

Full Job Description

Location: New York, NY, United States

Senior Associate, Product Management Self-Directed Account Opening

 You will be an AI-forward contributor who actively leverages tools such as GitHub Copilot, Claude, and other AI-powered platforms to accelerate product delivery, build scalable knowledge repositories, rapidly prototype solutions, and drive modern ways of working across the team.

 You are deeply curious about product craft, actively engaged in industry-wide best practices, and continuously learning from leading product communities to bring fresh perspectives to your work.

 The role will partner with product owners, designers, and technology teams across JPM WM and the broader JPMorgan Chase organization to deliver an intuitive, controlled, and seamless self-directed account opening experience for JPM WM clients and advisors. You are comfortable operating in large-scale initiatives,
 connecting dots across product lines, and conducting deep analysis to recommend solutions supported by data.

 Job Responsibilities

 - Support the Self-Directed Invest Account Opening product backlog contribute to grooming, story writing, and acceptance criteria to drive delivery across
   business and technology partners
 - Champion the use of AI tools (e.g., GitHub Copilot, Claude, ChatGPT) to accelerate product workflows from drafting PRDs, user stories, and acceptance
   criteria to rapidly prototyping product concepts, interactive wireframes, and proof-of-concept demos
 - Build and maintain AI-powered knowledge repositories that capture tribal knowledge, product decisions, requirements history, and platform documentation  ensuring the team operates with a single source of truth
 - Conduct requirement sessions with appropriate teams to understand the context of critical stakeholder needs, pain points, and business impact related to self-directed account opening flows
 - Support Agile scrum ceremonies and contribute to backlog health, epic delivery tracking, and release coordination in line with JPM standards
 - Engage with Tech Architects to understand architectural impacts to the Account Opening platform and contribute to strategic solutioning discussions
 - Contribute to prioritization through Agile planning methods, using data and AI-driven insights to inform backlog sequencing and sprint planning
 - Support the build-out of the multi-year product roadmap by translating product strategy into actionable, well-defined deliverables
 - Proactively analyze data and contribute to experimentation and measurement frameworks to ensure key results stay on track

 Required Qualifications, Capabilities, and Skills

 - 35 years of product management/product ownership experience with a strong analytical background
 - Demonstrated hands-on experience using AI productivity tools (e.g., GitHub, Copilot, Claude, ChatGPT, or similar) to build documentation, knowledge bases,  prototype product concepts, or accelerate product delivery workflows
 - Intellectually curious with a demonstrated passion for product craft; actively follows product industry thought leaders, engages with product communities, and
   stays current on evolving best practices and frameworks
 - Experience working closely with UX designers and software engineers in an Agile/Scrum environment
 - Ability to work in an environment with a high level of ambiguity and adapt accordingly
 - Execution-focused with the ability to organize, prioritize, and manage multiple workstreams simultaneously
 - Strong partnership record and ability to build effective working relationships
 - Strong verbal communication and presentation skills

 Preferred Qualifications

 - Experience with self-directed brokerage, investment account opening, or wealth management digital platforms
 - Track record of contributing to AI-augmented workflows, knowledge management systems, rapid prototyping practices, or intelligent documentation
 - Familiarity with prompt engineering, AI-assisted workflows, or AI-driven product analytics
 - Active participation in product management communities, conferences, or publications (e.g., Mind the Product, Lenny's Newsletter, SVPG, Product-Led Alliance)
 - Project management experience a plus

A Senior Associate PM role on JPM WM's account opening platform ideal for an analytically strong, AI-savvy product contributor ready to work at scale in a complex financial services environment.

J.P. Morgan Wealth Management - Senior Product Associate, Account Opening and Activation

Compensation

Not specified

City: New York City

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

22 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Senior Product Associate for Account Opening & Activation at J.P. Morgan Wealth Management** Drive AI-accelerated self-directed account opening experiences. Leverage tools like GitHub Copilot, Claude, and AI-platforms to deliver intuitive, seamless solutions. Collaborate cross-functionally to define product strategy, backlog, and requirements. Manage AI-powered knowledge repositories and conduct data-driven analyses. 3-5 years' PM experience, strong analytical skills, and AI tool proficiency required. Familiarity with wealth management platforms and Agile/Scrum environments preferred. Join JPMorgan Chase to work at scale in a dynamic financial services setting.

Full Job Description

Location: New York, NY, United States

Senior Associate, Product Management Self-Directed Account Opening

 You will be an AI-forward contributor who actively leverages tools such as GitHub Copilot, Claude, and other AI-powered platforms to accelerate product delivery, build scalable knowledge repositories, rapidly prototype solutions, and drive modern ways of working across the team.

 You are deeply curious about product craft, actively engaged in industry-wide best practices, and continuously learning from leading product communities to bring fresh perspectives to your work.

 The role will partner with product owners, designers, and technology teams across JPM WM and the broader JPMorgan Chase organization to deliver an intuitive, controlled, and seamless self-directed account opening experience for JPM WM clients and advisors. You are comfortable operating in large-scale initiatives,
 connecting dots across product lines, and conducting deep analysis to recommend solutions supported by data.

 Job Responsibilities

 - Support the Self-Directed Invest Account Opening product backlog contribute to grooming, story writing, and acceptance criteria to drive delivery across
   business and technology partners
 - Champion the use of AI tools (e.g., GitHub Copilot, Claude, ChatGPT) to accelerate product workflows from drafting PRDs, user stories, and acceptance
   criteria to rapidly prototyping product concepts, interactive wireframes, and proof-of-concept demos
 - Build and maintain AI-powered knowledge repositories that capture tribal knowledge, product decisions, requirements history, and platform documentation  ensuring the team operates with a single source of truth
 - Conduct requirement sessions with appropriate teams to understand the context of critical stakeholder needs, pain points, and business impact related to self-directed account opening flows
 - Support Agile scrum ceremonies and contribute to backlog health, epic delivery tracking, and release coordination in line with JPM standards
 - Engage with Tech Architects to understand architectural impacts to the Account Opening platform and contribute to strategic solutioning discussions
 - Contribute to prioritization through Agile planning methods, using data and AI-driven insights to inform backlog sequencing and sprint planning
 - Support the build-out of the multi-year product roadmap by translating product strategy into actionable, well-defined deliverables
 - Proactively analyze data and contribute to experimentation and measurement frameworks to ensure key results stay on track

 Required Qualifications, Capabilities, and Skills

 - 35 years of product management/product ownership experience with a strong analytical background
 - Demonstrated hands-on experience using AI productivity tools (e.g., GitHub, Copilot, Claude, ChatGPT, or similar) to build documentation, knowledge bases,  prototype product concepts, or accelerate product delivery workflows
 - Intellectually curious with a demonstrated passion for product craft; actively follows product industry thought leaders, engages with product communities, and
   stays current on evolving best practices and frameworks
 - Experience working closely with UX designers and software engineers in an Agile/Scrum environment
 - Ability to work in an environment with a high level of ambiguity and adapt accordingly
 - Execution-focused with the ability to organize, prioritize, and manage multiple workstreams simultaneously
 - Strong partnership record and ability to build effective working relationships
 - Strong verbal communication and presentation skills

 Preferred Qualifications

 - Experience with self-directed brokerage, investment account opening, or wealth management digital platforms
 - Track record of contributing to AI-augmented workflows, knowledge management systems, rapid prototyping practices, or intelligent documentation
 - Familiarity with prompt engineering, AI-assisted workflows, or AI-driven product analytics
 - Active participation in product management communities, conferences, or publications (e.g., Mind the Product, Lenny's Newsletter, SVPG, Product-Led Alliance)
 - Project management experience a plus

A Senior Associate PM role on JPM WM's account opening platform ideal for an analytically strong, AI-savvy product contributor ready to work at scale in a complex financial services environment.