J.P. Morgan Wealth Management - Senior Product Associate, Service Desktop
Chase
Senior Product Associate, Service DesktopYou are passionate about product innovation and improving the tools and workflows used by Service Professionals, and you want your work to directly improve client and advisor experiences. In this role, you will strengthen your product delivery and cross-functional partnership skills while building mobility for continued growth across product, digital, and platform teams. You will join a collaborative team with a strong focus on measurable outcomes, modern capabilities, and a culture that supports learning, development, and impact.As a Senior Product Associate, Service Desktop in the JPMorganChase Wealth Management Service Desktop team, you will support the product strategy and manage day-to-day discovery, backlog management, delivery, and performance measurement for assigned capabilities. You will partner with product leadership, Service and Supervision, Service Professionals, and stakeholders across business, technology, design, operations, digital, risk, controls, compliance, and legal to translate needs into clear requirements and prioritized work. You will guide enhancements from discovery and pilot through launch and adoption, using feedback, product data, and industry insights to recommend priorities and deliver measurable improvements. You will help evolve the desktop experience as a key part of the broader Service Desktop platform.Job responsibilities:Support the Service Desktop product vision, strategy, and roadmap for Service Professional tools and workflows in partnership with product leadershipOwn, maintain, and prioritize the backlog for assigned Service Desktop capabilities in alignment with the product roadmap and priorities established by product leadershipConduct discovery, user research, and analysis with Service Professionals and business stakeholders to identify needs and opportunities to improve tools, workflows, and service deliveryTranslate the desktop experience vision into business requirements, user stories, and acceptance criteria in partnership with user experience research, design, content, accessibility, and technology teamsEnsure desktop experience capabilities follow established design system standards, reusable components, navigation patterns, and accessibility requirementsSupport usability testing, prototype validation, pilot feedback, and post-launch learning to improve the Service Professional experienceCoordinate workflow and transition impacts, including data, integration, and cross-platform dependencies across the desktop experience, existing Service Desktop capabilities, Salesforce, and integrated platformsPartner with the Business Readiness and Training team on phased rollout planning, communications, training, adoption, and feedback loopsDefine and monitor success measures, including adoption, task completion, usability, satisfaction, workflow efficiency, service quality, risk indicators, defect trends, and platform reliabilitySupport production stability through incident triage, defect prioritization, and resolution of risks, bottlenecks, and delivery issuesCommunicate priorities, progress, dependencies, risks, and outcomes clearly while partnering with risk, controls, compliance, and legal teams to maintain a strong control environmentRequired qualifications, capabilities, and skillsBachelor's degree or equivalent practical experience5+ years of product management, business analysis, or related product delivery experienceExperience translating user, stakeholder, and business needs into product requirements, user stories, acceptance criteria, and prioritized backlog itemsExperience identifying, shaping, or delivering AI-enabled product capabilities, such as workflow automation, Service Professional assistance, intelligent recommendations, or service support use casesExperience working in an Agile environment across multiple workstreams and cross-functional teamsExperience with user-centered design, service workflows, the software development lifecycle, business process analysis, testing, and launch readinessStrong quantitative and qualitative problem-solving skills, with the ability to translate analysis into actionable recommendationsExcellent communication, facilitation, and organizational skills, including the ability to explain technical concepts, manage dependencies, and meet competing deadlinesExperience using user feedback, product data, and performance metrics to prioritize improvements and measure outcomesPreferred qualifications, capabilities, and skillsFinancial services or wealth management experienceProduct management or business analysis experience with Salesforce Service Cloud or another enterprise customer relationship management platformExperience supporting Service Professional workflows across wealth management, servicing, or contact center platformsExperience with enterprise design systems, accessibility standards, usability testing, or large-scale user interface modernizationFamiliarity with customer relationship management integrations, application programming interfaces, workflow automation, cloud technologies, and customer service toolsExperience with Jira, Jira Align, and reporting or analytics platforms such as Tableau, Snowflake, or customer relationship management analyticsAbility to influence cross-functional teams and drive alignment across stakeholdersAbout UsChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits 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. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/VeteransAbout the TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
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