J.P. Morgan Wealth Management - Senior Product Associate, Account Opening and Activation
$99.75k - $155kJPMorgan Chase Bank, N.A.
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
- 3-5 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
- 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
- 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
- ...Job Description J.P. Morgan Advisors, the ultra... ...of J.P. Morgan Wealth Management, offers U.S.... ...needs. As a Client Associate in J.P. Morgan... ...involved in all activities that touch prospective... ...onboarding and account maintenance for... ...suite of products and applications...SeniorAccountsFull timeLocal areaShift work
- ...Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm... ...a broad investment product and thought... ...Associate in J.P. Morgan Wealth Management, you will be tasked... ...requests such as account opening, money movement,... ...will also involve active participation in Risk...Accounts
- Job Description At J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to... ...clients place in our brand. As a Senior Associate on the Field Performance, Pricing,... ...for field leaders Build and define product / tech experience for where advisors...Senior
- ...Job Description: Senior Associate, Digital Product - Becoming a... ...experience in product management, digital... ...interest — you actively explore how AI/ML... ...onboarding, KYC/AML, or account-opening processes in wealth management or... ...clients under the J.P. Morgan and Chase brands...AccountsCasual workBank staff
- ...Job Description The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and... ...branches and 20 offices. As an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will be...SuggestedWork at officeRemote workFlexible hoursNight shift
- JPMorgan Wealth Management is accelerating how we work by embedding artificial... ...and workflows. As a Senior Associate, CAO Artificial Intelligence... ...increases AIknowledge, usage, and productivity across the CAO. You will... ...differ from this posting #J-18808-Ljbffr JPMorgan Chase...SeniorWork experience placementWork at officeVisa sponsorship
- ...leading solutions that enable wealth management clients to understand how... ...and lead the development of products and solutions. As a Product... ...Experience in product life cycle activities including discovery and... ...curricular practical training #J-18808-Ljbffr JPMorgan Chase...SeniorVisa sponsorship
$120k - $150k
...alternative asset management firm,... ...combine deep product and sector experience... ...in the Wealth channel, TPG... ...recruit an Associate level team... ...alongside senior members of the... ...fundraising activities, and firm... ...and investor/account-specific update... ...laws. #J-18808-Ljbffr...AccountsOngoing contractLocal area$300k
...seeks to hire a Senior Product Specialist in... ...strategies, a highly active fundraising... ...leading and managing fundraising processes... ...and takes into account a wide range of... ...to sovereign wealth funds, unions... ...where ideas are openly shared and... ...enduring value. #J-18808-Ljbffr 1P...SeniorAccounts$58k - $115k
Morgan Stanley is a global financial... ...businesses: Wealth Management, Investment... ...Banks seek an Associate to join the product management... ...including brokerage account sweep... ...product management activities. This is a... ...insights to senior leadership. Ideal... ...visit: #J-18808-Ljbffr...AccountsTemporary work$75.9k - $126.5k
...Wealth Management Client Service Representative Supports servicing and... ...related sales enablement activities to drive new client relationships... .... Complete new account opening, collect AML (Anti-Money Laundering... .... Utilize knowledge of products, services, internal...SeniorAccountsWork experience placement- ...years of experience, J.P. Morgan Private Bank... ...capabilities, and products to wealthy individuals... ...a motivated Senior Associate to join our Alternatives... ...with product managers, advisors,... ...expect evidence of active, self-directed engagement... ...investments, wealth management, or...Senior
- ...Job Title Payments Product Client Solutioning Specialist Senior Associate in Embedded Payments... ...packaged and delivered. EF&S manages a portfolio of products... ...pipeline planning, and account planning Preferred... ...government clients under the J.P. Morgan and Chase brands. Our...SeniorAccounts
$225k - $300k
...agency that builds products, platforms and... ...Adobe alliance and account growth, 15% building... ...Own performance management, development and compensation... ...leadership, or an active presence in the... ..., Diageo, EY, J.P. Morgan Chase, Lenovo,... ...multiple levels. We're open to hiring at the...SeniorAccountsFlexible hours$92.11k - $156.88k
...investment/asset management services for Specialty Wealth Assets (real... ...fiduciary accounts on the... ...maintenance activities, etc.) and managing... ...OFFICER SENIOR WHAT IS THE... ...requirements associated with the assets... ...promote product and service... ...#CA-DN1 #J-18808-Ljbffr...SeniorAccountsRemote work$75k - $95k
...Client Associate / Senior Associate Neuberger Wealth is Neuberger's direct-to... ...and investment management business. Managing... ...base, including opening client accounts, assisting with... ...performance, trade activity, transfers,... ...Management, financial products, and services...SeniorAccountsWork at officeLocal areaShift work- Omnicom’s agency PHD is seeking a Senior Manager to provide top-level... ...engagement. You will lead a team of account managers, align timelines and... ...media planning and activation across DV360, GA, YouTube and... ...office-based collaboration in New York. #J-18808-Ljbffr PHDSeniorAccountsWork at office
- ...Unleash your expertise in product development and... .... As a Senior Product Associate in Kinexys, you contribute... ...Partners with the Product Manager and Product Sales... ...product life cycle activities including discovery... ...government clients under the J.P. Morgan and Chase brands....Senior
- ...enjoy shaping the future of product innovation as a core leader,... ...resonate with clients. The Wealth Plan team develops industry-leading... ...solutions that enable wealth management clients to understand how... ...in product life cycle activities including discovery and requirements...SeniorVisa sponsorship
$150k - $285k
...J.P. Morgan Asset & Wealth Management delivers industry-leading investment management... ...plan investment fiduciary activities and be able to support... ...Managing the processing of account-opening forms and data... ...knowledge of investment products (e.g., mutual funds, CITs...AccountsRemote work- J.P. Morgan Chase seeks a Private Client Investment Associate in Wealth Management to deliver exceptional client service and assist Private Client Advisors with account openings, money movement, and trades. The role emphasizes precision, timely execution, and proactive...Accounts
- J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client... ...include facilitating account openings, money movement, and investment trades...Accounts
- ...grow. We are looking for a Senior Recruiter Wealth Manager , who will be responsible... ...performing professionals. Key Accountabilities Manage the end-to-end... ...us unique. Our culture is open, inclusive and built on trust... ...team aware at any time. #J-18808-Ljbffr Unknown...SeniorAccounts
$120k
...available at Who are we hiring? The Senior Manager Partner Management & Activation is responsible for managing all... ...will be involved with a variety of accounts which have different levels of responsibility... ...reasonable accommodations as required. #J-18808-Ljbffr SupportFinity™SeniorAccountsLocal areaNight shiftWeekend work$110k - $150k
...connecting brand strategy, creative production, and media performance. The... .... We're looking for a Senior Account Manager to own the definition and... ..., Con Edison, Diageo, EY, J.P. Morgan Chase, Lenovo, Marriott,... ...$110,000 - $150,000. We're open to hiring at the level that...SeniorAccounts$150k - $250k
...Alpharetta, GA, US VP, Senior Manager, Risk... ...experience in product development, pricing... ...of our core activities as well as developing... ...expertise, wealth of data and... ...professional services / accounting firms Ability... ...to apply for open positions that... ..., Finance #J-18808-Ljbffr CrossellSeniorAccountsFull timeTemporary workWork at officeRemote workFlexible hours$100k - $120k
...assets under management, across 678... ...to sovereign wealth funds,... ...where ideas are openly shared and valued... ...seeking a Senior Analyst to... ...aspects of accounting, financial reporting... ...and fund activities management (... ...for credit products is a plus... ...Carlyle Group. #J-18808-Ljbffr...SeniorAccountsInterim role$175k - $250k
...help public company management teams and boards... ...navigate shareholder activism, defend contested... ...characterized by openness and... ...will contribute As a Senior Director you will... ...spending and savings accounts, life, AD&D, and disability... ...civil liability. #J-18808-Ljbffr CFA...SeniorAccountsPart timeFlexible hours- ...collaborating with J.P. Morgan to connect them... .... As a Sr. Associate Applied AI/ML Scientist... ...platforms into production to streamline... ...Responsibilities: Actively collaborate with... ...concepts to senior management and stakeholders... ...deploying ML models for account takeover,...SeniorAccounts
- ...Portfolio Management Group The Portfolio Management... ...rebalances and manages risk in accounts across our investment... ...· Monitoring client activity such as: new account... ...industry with Private Wealth Management experience... ...clients under the J.P. Morgan and Chase brands. Our...AccountsWork experience placementShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to J.P. Morgan Wealth Management - Senior Product Associate, Account Opening and Activation. Be the first to apply!
- product management specialist New York, NY
- product support specialist New York, NY
- product delivery specialist New York, NY
- product operations specialist New York, NY
- product specialist medical New York, NY
- product information specialist New York, NY
- product placement specialist New York, NY
- product safety specialist New York, NY
- product specialist New York, NY
- senior product specialist New York, NY


