Senior Associate Product Manager - Private Bank

Salary: $61,000 - 101,000 per year Requirements:

• We are looking for 3–5+ years of experience in product management, financial services, wealth management, banking, sales enablement, CRM, digital transformation, or a related field.
• We need a strong understanding of advisor or banker workflows, particularly prospecting, relationship building, pipeline management, and client acquisition.
• We value a clear interest in AI, data-driven decision-making, automation, or digital productivity tools.
• We need the ability to turn business needs into precise product requirements and collaborate effectively with design, technology, analytics, data science, and business partners.
• We expect strong analytical capability and comfort using data to evaluate performance, spot trends, and shape product recommendations.
• We require excellent communication and stakeholder management skills.
• We are looking for someone who is highly organized, detail-oriented, and able to juggle multiple priorities in a fast-paced setting.
• We prefer experience with CRM platforms, sales tools, prospect management systems, advisor desktop capabilities, or AI-enabled business tools.
• We also value prior experience as a Private Bank advisor, banker, portfolio associate, client advisor, or banking team member.
• We prefer experience supporting high-net-worth or ultra-high-net-worth client segments.
• We look for familiarity with lead assignment models, prospect qualification, sales funnels, pipeline reporting, and advisor productivity tools.
• We value experience working in Agile product development environments.
• We appreciate an interest in emerging AI capabilities and how they can be responsibly applied to improve advisor workflows, sales effectiveness, and client acquisition.
• We prefer understanding of digital adoption, change management, and field enablement within a large financial institution.

• We support the product strategy and roadmap for Private Bank lead and prospect management capabilities.
• We translate advisor, banker, and leadership needs into clear product requirements, user stories, workflows, and success criteria.
• We partner with design, technology, analytics, data science, and AI teams to deliver digital tools that improve prospect visibility, workflow efficiency, and conversion results.
• We manage product backlog prioritization with senior product leads and business stakeholders.
• We drive execution across discovery, requirements, testing, launch, adoption, and ongoing optimization.
• We help define and improve the end-to-end prospect journey, from lead capture through qualification, assignment, follow-up, conversion, and reporting.
• We identify opportunities to improve how advisors manage prospect pipelines, prioritize outreach, and track next-best actions.
• We partner with analytics teams to build dashboards and reporting that show lead sources, pipeline health, advisor engagement, and conversion performance.
• We support initiatives that increase prospect growth, improve lead quality, and reduce operational friction for banking teams.
• We explore opportunities to use AI to help advisors identify, prioritize, and engage high-potential prospects.
• We partner with data science, analytics, and technology teams to assess AI-enabled capabilities such as lead scoring, next-best-action recommendations, automated insights, outreach support, pipeline summaries, and prospect research assistance.
• We help define responsible, advisor-centered AI use cases that improve productivity while maintaining appropriate controls, transparency, and user trust.
• We gather advisor feedback on AI-powered tools to ensure recommendations are practical, explainable, and aligned with real workflows.
• We monitor adoption and effectiveness of AI-enabled features and recommend improvements based on data and user feedback.
• We serve as the voice of the advisor within the Digital Team, bringing practical field insight into product decisions.
• We conduct user interviews, feedback sessions, journey mapping, and workflow reviews with advisors, bankers, managers, and support teams.
• We build strong relationships with Private Bank stakeholders to understand business priorities and ensure digital solutions align with advisor needs.
• We support training, communications, and adoption efforts for new or enhanced lead, prospect, and AI-enabled tools.
• We define KPIs for lead management and prospect growth, including lead volume, lead quality, assignment timeliness, follow-up activity, conversion rates, advisor adoption, and AI feature engagement.
• We partner with analytics and reporting teams to monitor product performance and identify opportunities for improvement.
• We use data and user feedback to recommend enhancements, prioritize features, and improve business outcomes.
• We help create consistent measurement frameworks for prospect pipeline management across teams and regions.

• AI
• CRM
• Support
• Marketing
• Product Manager

More:

JPMorganChase, one of the oldest financial institutions, provides innovative financial solutions to millions of consumers, small businesses, and many of the worlds most prominent corporate, institutional, and government clients through the J.P. Morgan and Chase brands. Our history spans more than 200 years, and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. We offer a competitive total rewards package with base salary determined by role, experience, skill set, and location. Eligible roles may also receive commission-based pay and/or discretionary incentive compensation in cash or forfeitable equity. Our benefits and programs can include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. We value diversity and inclusion across our global workforce and are an equal opportunity employer committed to reasonable accommodations for applicants and employees.

last updated 36 week of 2026