JPMorgan Private Bank | Digital Team
About the RoleWe're looking for a Senior Associate to join the Private Bank's Digital team, focused on transforming and unifying the Becoming a Client (BAC) experience. This role sits at the intersection of client experience, advisor workflows, and operations — and you'll be responsible for driving a cohesive onboarding journey that works seamlessly for all three audiences.
You'll partner closely with product, design, engineering, operations, and advisor teams to identify friction points, streamline processes, and deliver digital solutions that make onboarding faster, more intuitive, and more consistent across channels.
What You'll Do- Support the development of the BAC product experience — help define and drive the roadmap for unifying the onboarding journey across advisors, clients, and operations partners
- Map end-to-end workflows across all stakeholder groups to identify gaps, redundancies, and opportunities for simplification
- Partner cross-functionally with design, engineering, compliance, and operations to deliver scalable digital solutions
- Champion the advisor and client perspective — leverage your understanding of the advisory team experience to ensure solutions are grounded in real workflows
- Leverage AI and emerging technology to reimagine onboarding — from intelligent document processing to personalized client journeys and advisor-facing copilots
- Develop requirements in an AI-first way — build rapid prototypes using AI tools to validate concepts, communicate intent to engineering partners, and accelerate the path from idea to production-ready solution
- Define success metrics and use data to measure adoption, efficiency gains, and experience quality
- Facilitate stakeholder alignment across business, technology, and operations leadership
- Create clear product artifacts — requirements documents, user stories, journey maps, wireframe briefs, and roadmap presentations
- 5+ years of experience in product management, digital strategy, or a related discipline within financial services
- Strong AI curiosity and applied interest — you actively explore how AI/ML, LLMs, and automation can improve workflows and client experiences; you don't just follow the conversation, you push it forward
- Demonstrated ability to work across complex, multi-stakeholder environments
- Strong analytical and communication skills — comfortable with both data and storytelling
- Experience translating ambiguous problems into structured plans and actionable deliverables
- Familiarity with onboarding, KYC/AML, or account-opening processes in wealth management or banking
- Previous experience as a member of a Private Bank advisory team (advisor, analyst, associate, or similar client-facing role) — firsthand understanding of the advisor-client relationship and day-to-day workflows is a significant differentiator
- Experience with design thinking, journey mapping, or UX research methodologies
- Hands-on experience with AI tools (e.g., prompt engineering, workflow automation, AI prototyping) beyond casual use
- Familiarity with Agile/Scrum delivery environments
About Us
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
- 5+ years of experience in product management, digital strategy, or a related discipline within financial services
- Strong curiosity about and applied interest in AI/ML, LLMs, and automation for workflow and client-experience improvements
- Ability to work across complex, multi-stakeholder environments
- Strong analytical and communication skills, including comfort with data and storytelling
- Experience translating ambiguous problems into structured plans and actionable deliverables
- Familiarity with onboarding, KYC/AML, or account-opening processes in wealth management or banking
- Previous experience as a Private Bank advisory team member or similar client-facing professional
- Experience with design thinking, journey mapping, or UX research methodologies
- Hands-on experience with AI tools, prompt engineering, workflow automation, or AI prototyping
- Familiarity with Agile/Scrum delivery environments
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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