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

JPMorgan Chase · New York City

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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

• 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

   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

Chase 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/Veterans

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