Role Overview
The JP Private Bank Digital Team is seeking a Senior Associate Product Manager to help drive the Private Bank’s client experience. This role will partner closely with advisors, banking teams, sales leadership, marketing, analytics, design, technology, data science, and AI teams to improve how prospects are captured, prioritized, nurtured, converted, and measured across digital and advisor-led channels.
Key Responsibilities
Product Ownership & Execution
- Support the product strategy and roadmap for Private Bank client digital experience
- Translate advisor, banker, and leadership needs into clear product requirements, user stories, workflows, and success criteria.
- Partner with design, technology, analytics, data science, and AI teams to deliver digital tools that improve prospect visibility, workflow efficiency, and conversion outcomes.
- Manage product backlog prioritization in partnership with senior product leads and business stakeholders.
- Drive execution across discovery, requirements, testing, launch, adoption, and ongoing optimization.
AI-Driven Client and Advisor Enablement
- Interest or experience using AI to support product delivery and insights
- Explore opportunities to use AI to help advisors better identify, prioritize, and engage with high-potential prospects.
- Partner with data science, analytics, and technology teams to evaluate AI-enabled capabilities such as lead scoring, next-best-action recommendations, automated insights, outreach support, pipeline summaries, and prospect research assistance.
- Help define responsible, advisor-centered AI use cases that improve productivity while supporting appropriate controls, transparency, and user trust.
- Gather advisor feedback on AI-powered tools to ensure recommendations are practical, explainable, and aligned to real-world workflows.
- Monitor adoption and effectiveness of AI-enabled features and recommend enhancements based on data and user feedback.
Advisor & Stakeholder Engagement
- Serve as a voice of the advisor within the Digital Team, bringing practical insight from the field into product decisions.
- Conduct user interviews, feedback sessions, journey mapping, and workflow reviews with advisors, bankers, managers, and support teams.
- Build strong relationships with Private Bank stakeholders to understand business priorities and ensure digital solutions align with advisor needs.
- Support training, communications, and adoption efforts for new or enhanced lead, prospect, and AI-enabled tools.
Data, Measurement & Optimization
- 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.
- Partner with analytics and reporting teams to monitor product performance and identify opportunities for improvement.
- Use data and user feedback to recommend enhancements, prioritize features, and improve business outcomes.
- Help create consistent measurement frameworks for prospect pipeline management across teams and regions.
Required Qualifications
- 3–5+ years of experience in product management, financial services, wealth management, banking, sales enablement, CRM, digital transformation, or related roles.
- Strong understanding of the advisor or banker workflow, especially around prospecting, relationship development, pipeline management, and client acquisition.
- Demonstrated interest in AI, data-driven decisioning, automation, or digital productivity tools.
- Ability to translate business needs into clear product requirements and partner effectively with design, technology, analytics, data science, and business teams.
- Strong analytical skills with comfort using data to assess performance, identify trends, and make product recommendations.
- Excellent communication and stakeholder management skills.
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
Preferred Qualifications
- Prior experience in client engagement or as a Private Bank advisor, banker, portfolio associate, client advisor, or member of a banking team.
- Experience supporting high-net-worth or ultra-high-net-worth client segments.
- Experience working in Agile product development environments.
- Interest in emerging AI capabilities and how they can be responsibly applied to improve advisor workflows, sales effectiveness, and client acquisition.
- Understanding of digital adoption, change management, and field enablement within a large financial institution.
Success Measures
This person will be successful if they help the organization:
- Create an engaging client digital experience
- Improve speed and consistency of lead follow-up.
- Strengthen pipeline tracking and reporting for advisors and managers.
- Increase conversion of qualified prospects into client relationships.
- Reduce manual effort and fragmented processes across banking teams.
- Identify practical AI use cases that improve advisor productivity and prospect engagement.
- Bring authentic advisor perspective into product design and prioritization.
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
- 3-5+ years of experience in product management, financial services, wealth management, banking, sales enablement, CRM, digital transformation, or related roles.
- Strong understanding of the advisor or banker workflow, especially around prospecting, relationship development, pipeline management, and client acquisition.
- Demonstrated interest in AI, data-driven decisioning, automation, or digital productivity tools.
- Ability to translate business needs into clear product requirements and partner effectively with design, technology, analytics, data science, and business teams.
- Strong analytical skills with comfort using data to assess performance, identify trends, and make product recommendations.
- Excellent communication and stakeholder management skills.
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
- Prior experience in client engagement or as a Private Bank advisor, banker, portfolio associate, client advisor, or member of a banking team.
- Experience supporting high-net-worth or ultra-high-net-worth client segments.
- Experience working in Agile product development environments.
- Interest in emerging AI capabilities and how they can be responsibly applied to improve advisor workflows, sales effectiveness, and client acquisition.
- Understanding of digital adoption, change management, and field enablement within a large financial institution.
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.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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