Wealth Management - Senior Product Associate

Posted 48 Minutes Ago
Be an Early Applicant
2 Locations
Remote or Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Evolve client service interaction routing and servicing products by translating customer insights and business needs into scalable improvements. Document requirements, workflows, and user stories; partner with technology and cross-functional teams through discovery, delivery, testing, launch, and production validation. Support incident resolution, assess process gaps, and use data to measure product outcomes across customer service channels.
Summary Generated by Built In

Shape how customers connect with us by improving interaction routing and service experiences. Partner across business and technology to turn customer insights into measurable product outcomes. Build scalable solutions that strengthen reliability, efficiency, and client experience.
As a Senior Product Associate in the Client Service Products team, you will help evolve how customer interactions are delivered and routed by translating business needs and customer insights into scalable product improvements. You will partner with cross-functional teams to drive product discovery, delivery, and launch readiness supporting resilient, stable experiences across client service channels.
 

Job Responsibilities


• Execute solution refinement and delivery within an Agile delivery environment.
• Collaborate with partners across product, legal, risk and controls, operations, technology, design, and data teams.
• Document scope, workflows, and user stories to support clear delivery outcomes.
• Partner with technology teams to refine requirements and delivery tasks.
• Coordinate quality assurance testing, user acceptance testing, and production validation to confirm solutions meet business requirements.
• Support escalations by contributing subject-matter expertise on production issues and incident resolution.
• Apply analytical and critical-thinking skills to evolve key applications and product capabilities.

 

Required qualifications, capabilities & skills


• Experience in product management, product ownership, project management, or a related domain.
• Experience supporting product lifecycle activities from discovery through delivery (e.g., defining requirements, supporting solution design, and launch readiness).
• Experience documenting workflows, scope, and user stories in a format used by cross-functional delivery teams.
• Ability to use data to identify opportunities, define use cases, and measure outcomes (data literacy).
• Experience identifying process gaps and implementing improvements that enhance efficiency and/or client experience.
• Experience partnering with technology teams to refine requirements, delivery tasks, and acceptance criteria.
• Experience with contact center interaction routing, including skills-based routing and interactive voice response (IVR) user flows (Genesys).

 

Preferred qualifications, capabilities & skills

 

• Experience improving servicing or contact center strategies across multiple channels (e.g., voice, digital, messaging).
• Experience partnering closely with engineering teams to translate requirements into build-ready stories and acceptance criteria.
• Experience supporting production releases, post-launch measurement, and continuous improvement cycles.
• Familiarity with resiliency, stability, and operational readiness considerations for customer-facing platforms.
• Experience applying user research and customer feedback to prioritize product decisions.
 

Employer Description

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.

 

 

Organization Description
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​
About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.

About the Team
Our 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.

Skills Required

  • Experience in product management, product ownership, project management, or a related domain.
  • Experience supporting product lifecycle activities from discovery through delivery, including requirements definition, solution design, and launch readiness.
  • Experience documenting workflows, scope, and user stories for cross-functional delivery teams.
  • Ability to use data to identify opportunities, define use cases, and measure outcomes.
  • Experience identifying process gaps and implementing improvements that enhance efficiency or client experience.
  • Experience partnering with technology teams to refine requirements, delivery tasks, and acceptance criteria.
  • Experience with contact center interaction routing, including skills-based routing and interactive voice response user flows using Genesys.
  • Experience improving servicing or contact center strategies across multiple channels, including voice, digital, or messaging.
  • Experience partnering with engineering teams to translate requirements into build-ready stories and acceptance criteria.
  • Experience supporting production releases, post-launch measurement, and continuous improvement cycles.
  • Familiarity with resiliency, stability, and operational readiness for customer-facing platforms.
  • Experience applying user research and customer feedback to prioritize product decisions.

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.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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