JPMorgan Wealth Management - Senior Product Associate - Wealth Plan
JPMorgan Chase & Co.
TheWealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their goals. The team is charged with creating a fully integrated, elegant and seamless end-to-end experience for clients and advisors across all client segments. We build the strategic vision and lead the development of products and solutions. As a Product ManagerSr. Associateyou will work the Wealth Plan Advisor Experience team to innovate new product offerings and leadthe end-to-end product life cycle for wealth management advisor planning tools. Job responsibilities Champion the use of AI tools (e.g., GitHub Copilot, Claude, ChatGPT) to accelerate product workflows — from drafting PRDs, user stories, and acceptancecriteria to rapidly prototyping product concepts, interactive wireframes, and proof-of-concept demo Work with team to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery Anticipate upstream and downstream implications of new product features on the overall product experience Support the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers Analyze, track, and evaluate product metrics including work to time, cost, and quality targets across the product development life cycle Write the requirements, epics, and user stories to support product development Required qualifications, capabilities, and skills 3+ years of experience or equivalent expertise in product management Knowledge of wealth management and advisor space 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 Proficient knowledge of the product development life cycle Experience in product life cycle activities including discovery and requirements definition Developing knowledge of data analytics and data literacy 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 #J-18808-Ljbffr JPMorgan Chase & Co.
- ...enjoy shaping the future of product innovation as a core leader,... ...resonate with clients. The Wealth Plan team develops industry-... ...solutions that enable wealth management clients to understand how their... ...this position. Likewise, JPMorgan Chase & Co., will not provide...SeniorVisa sponsorship
- ...Job Description Senior Associate, Product Management — Self-Directed Account Opening... ...across JPM WM and the broader JPMorgan Chase organization to... ...prioritization through Agile planning methods, using data and AI... ...investment account opening, or wealth management digital...Senior
- ...an innovative and strategic Senior Product Designer to drive the evolution... ...Bank, with a core focus on wealth management products. In this role, you will help redefine planning - building seamless, user-... ...requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity...Senior
- Job Description: Senior Associate, Digital Product - Becoming a ClientJPMorgan... ...in product management, digital strategy, or... ...problems into structured plans and actionable... ...opening processes in wealth management or bankingPreferredPrevious... ...an accommodation.JPMorgan Chase & Co. is an...SuggestedCasual workBank staff
- Role Overview Mercor is seeking senior wealth management and asset management professionals to build... ..., multi-stakeholder trust and estate planning, and complex fiduciary or regulatory... ...Vanguard, Morgan Stanley, Goldman Sachs, JPMorgan). Direct ownership of F500-scale...Senior
- JPM Wealth Management - Event Specialist - Senior Associate About the team The J.P. MorganWealth Management Business fits... ...Associate is responsible for planning and executing development events... ...communication skills and attention to detail #J-18808-Ljbffr JPMorgan Chase & Co.SeniorWork at officeLocal area
- ...capabilities, and products to wealthy... ...seeking a motivated Senior Associate to join our Alternatives... ...with product managers, advisors, technology... ...investments, wealth management, or related... ...roadmap planning, requirement gathering... .... JPMorgan Chase & Co. is an...Senior
- ...Job Description JPMorgan Wealth Management is accelerating how we work by... ...and workflows. As a Senior Associate, CAO Artificial Intelligence... ...knowledge, usage, and productivity across the CAO. You will... ...learning, communications, and planned programs aligned to...SeniorWork experience placementWork at officeVisa sponsorship
$120k - $150k
...global alternative asset management firm, founded in San... ...Our teams combine deep product and sector experience with... ...fundraising efforts in the Wealth channel, TPG seeks to recruit an Associate level team member. The... ...responsibilities alongside senior members of the Wealth...Ongoing contractLocal area$85k - $160k
Goldman Sachs Asset Management is one of the world’s leading asset managers with over... ...investment and advisory services for pension plans, sovereign wealth funds, insurance companies,... ...comprises three critical functions: (1) Product Management, (2) Design, and (3)...Full timeTemporary workPart timeWork at office- ...Join the J.P. Morgan Asset Management Creative team as a Senior Production Designer, supporting the... ..., a retirement savings plan, backup childcare, tuition... ...requesting an accommodation. JPMorgan Chase & Co. is an Equal... ...J.P. Morgan Asset & Wealth Management delivers industry...SeniorShift work
- ...service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of related experience. The position...Senior
$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking...SeniorWork at office- Citi in San Francisco, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients through financial planning and tailored advisory services. The role... ...in-branch engagement, collaboration with product specialists, and compliant risk management...Senior
- Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. You will identify... ...Net Worth clients, offering holistic financial planning and investment guidance with product partner support. Regular in-branch meetings, proactive...Senior
- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You will prepare and review tax workpapers, assist in research, and collaborate with a small team to deliver integrated...SeniorWork at office
- ...relationships across high net worth individuals, endowments, foundations, businesses, and qualified plans. You will work with our advisory team and report to the President of Wealth Management in Pittsburgh, PA. This consultative sales role promotes our advisory capabilities and...Senior
$150k - $175k
...leading multi-family office and wealth management firm is seeking a Tax Manager or Senior Tax Manager to join its team. This... ...tax compliance and planning services to high-net-worth clients... ...information into reviewable work products. Conduct and supervise research...SeniorWork at officeLocal area$120k - $196k
About this role:Wells Fargo is seeking a Senior Strategy & Planning Consultant to join the Wealth & Investment Management (WIM) Strategy team. Learn more about the career... ...advisor models, platform capabilities, investment products, and the competitive landscape. Critical...SeniorFull timeWork experience placementRelocation package$250k
...Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester County, Hybrid... ...asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis, and philanthropic...SeniorWork at office$77k - $214k
...The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. You will help businesses navigate complex tax regulations and optimize their tax...SeniorFull timeH1b- ...In this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services... ...Associate applies financial-planning knowledge to support client engagements... ...peers and clients and developing productive client relationships. Takes...SeniorWork at office
$85k - $145k
...Compliance Specialist Senior Wealth ManagementThe Compliance Specialist... ...compliance for Bank Wealth Management products. Responsible for monitoring... ...(RNDIP), Regulation R, associated investment products and services... ...Medical, Dental and Vision plans, available the first of the...Senior$163.6k - $245.4k
As a Senior Executive Talent Acquisition Partner, you will support and... ...partner with senior leaders in the Wealth and USCC businesses to hire talent at the Managing Director level. This role... ...Talent Management on succession planning initiatives for critical roles....Senior$85k - $145k
...COMPLIANCE SPECIALIST SENIOR WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY? The... ...for Bank Wealth Management products. Responsible for monitoring... ...(RNDIP), Regulation R, associated investment products and services... ...Medical, Dental and Vision plans, available the first of the...SeniorRemote work- Senior People Business Partner (Asset & Wealth Management Consulting - North America)New YorkSenior People Business Partner... ...: year-end and mid-year planning and budgeting processesHR: year... ...emerging technologies that enhance productivity, streamline delivery, and evolve...SeniorFor contractorsWorldwide
$85k - $160k
Our ImpactThe Private Bank is a business unit of the Asset and Wealth Management Division (AWM) that provides tailored lending and banking products, such as bank loans, mortgages, deposits and margin financing, to high-net-worth clients of the firm’s global Wealth Management...Full timeTemporary workPart time$90k - $110k
...Senior Administrative Associate Who You'll Work With: Bernstein Senior Administrative... ...with Senior Executives, Wealth Advisors, and cross-... ...across the Private Wealth Management Platform. This role partners... ...and initiatives, including planning, coordination, tracking deliverables...SeniorWork at officeFlexible hours- New York Life’s Eagle Strategies Wealth Advisory Group seeks a senior leader to serve as the lead relationship quarterback for advisors and clients... ...strategists to deliver tailored wealth and investment management strategies, while driving business development and #J-...Senior
$70k - $80k
...Channel Marketing Analyst (Wealth Management)Applylocations: New... ...id: R0012314The Associate, Client & Advisor Marketing... ...Client Experience*** Plan and execute client... ...experience, skills, seniority, geographic location,... ...bonus, commission, production, or any other form of...Work at officeLocal areaShift work
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