With more than 160 years of experience, J.P. Morgan Private Bank delivers the highest quality advice, service, capabilities, and products to wealthy individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a platform of both depth and breadth.
Role OverviewJ.P. Morgan Private Bank Digital is seeking a motivated Senior Associate to join our Alternatives Product team. This role supports the development and execution of digital solutions for alternatives investments, working closely with product managers, advisors, technology, and other stakeholders to innovate, design, and develop technology that will enhance the advisor and client experience. The Senior Associate will contribute to product development and management, market research, and continuous improvement initiatives to drive innovation in this space.
Key ResponsibilitiesPartner with stakeholders to establish a vision and strategy for how to deliver new and valuable capabilities to the business.
Lead market research to identify leading private market trends that impact the advisor and client experience.
Collect and analyze advisor/client needs to determine how to transform and improve the advisor experience.
Follow a user-centric, design-led approach to create products with impact and explore transformational ideas.
Draft requirements documents and build a detailed functionality roadmap for alternative investment solutions for advisors and clients.
Clarify business requirements for the engineering team to ensure that solutions will achieve business goals.
Define and measure product KPIs to track progress and drive enhancement and prioritization decisions.
Lead and participate in design sessions with key partners in Technology, Design, and the advisor business.
This role sits at the intersection of alternatives product management and applied AI. Candidates must arrive with demonstrated, hands-on AI capability — these are prerequisites for consideration, not skills to be acquired on the job.
Command of AI fundamentals. The candidate must already know how to prompt effectively, build their own agents and skills, write and run evals, and develop working prototypes.
Demonstrated use of AI and genuine curiosity in the space is required. We expect evidence of active, self-directed engagement with the current AI landscape.
AI-enabled product thinking. The candidate must have hands-on experience using leading AI tools available today for rapid prototyping.
Bachelor’s degree required; advanced degree or relevant certifications a plus.
3–5 years of experience in management consulting, product management, financial services, alternatives investments, wealth management, or related fields.
Understanding of product management and building software products, including roadmap planning, requirement gathering, design, prioritization, and execution.
Foundational understanding of alternative investments.
Product management fundamentals: ability to define user needs, translate business requirements into feature specifications, prioritize and build a roadmap, collaborate with key stakeholders, and support cross-functional execution.
Executive-ready communication and influence: ability to distill complex private markets technology concepts into compelling visual narratives for audiences ranging from frontline Advisors to senior leadership.
Design thinking and user-centered research: proficiency in discovery techniques, ability to support usability evaluation of alternatives interfaces, and to iterate on designs through direct engagement with end users.
Domain knowledge in alternative investments: knowledge across private equity, private credit, hedge funds, real estate, real assets, and structured products, including the lifecycle of commitments, capital calls, subscription workflows, fund onboarding, and performance monitoring for illiquid assets.
Highly self-motivated with the ability to remain calm under pressure.
Naturally curious mindset and a willingness to dig into the details.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal abilities.
Ability to work collaboratively in a fast-paced, dynamic environment.
Extremely curious about the investment landscape and trends within the alternatives space.
Experience leading product management teams and/or workstreams.
Experience with AI products and solutions with a drive to push innovation.
Industry experience working within management consulting, wealth management, asset management, financial services.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Bachelor's degree
- 3-5 years experience in management consulting, product management, financial services, alternatives investments, wealth management, or related fields
- Understanding of product management and building software products (roadmap planning, requirement gathering, design, prioritization, execution)
- Foundational understanding of alternative investments (private equity, private credit, hedge funds, real estate, real assets, structured products)
- Product management fundamentals: translate user needs into features, prioritize, build roadmap, collaborate cross-functionally
- Executive-ready communication and influence; distill complex private markets tech concepts into visual narratives
- Design thinking and user-centered research; support usability evaluation and iterate designs with end users
- Domain knowledge in alternatives lifecycle: commitments, capital calls, subscription workflows, onboarding, performance monitoring for illiquid assets
- Demonstrated, hands-on AI capability: effective prompting, building agents/skills, writing and running evals, developing working prototypes
- Demonstrated use of AI tools and active engagement with the AI landscape
- AI-enabled product thinking and experience rapid prototyping with leading AI tools
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Ability to work collaboratively in a fast-paced, dynamic environment; highly self-motivated and calm under pressure
- Advanced degree or relevant certifications
- Experience leading product management teams and/or workstreams
- Experience with AI products and solutions and a drive to push innovation
- Industry experience within management consulting, wealth management, asset management, or financial services
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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