J.P. Morgan Wealth Management - Senior Product Associate

Location: Plano, TX, United States

Job Family: Product Management

About the Role

At J.P. Morgan Wealth Management, we are dedicated to empowering clients to achieve their financial goals through innovative, client-focused solutions. As a Senior Product Associate in our Plano, TX office, you will play a pivotal role in shaping the future of wealth management products. Leveraging your expertise in product development, you will contribute to a dynamic team that drives the creation and enhancement of offerings such as personalized investment advisory tools, digital portfolio management platforms, and sustainable investing options. This position within the Product Management category offers the opportunity to work on high-impact projects that directly influence the experiences of our high-net-worth clients and advisors across the United States. Your day-to-day responsibilities will involve collaborating with cross-functional teams, including product managers, engineers, and compliance experts, to ideate, prototype, and launch wealth management products that align with J.P. Morgan's commitment to excellence and innovation. You will conduct in-depth market analysis to identify emerging trends in the financial services industry, such as robo-advisory advancements and ESG-focused investments, ensuring our products remain competitive and compliant with stringent regulations like those from the SEC and FINRA. By gathering client feedback and analyzing performance data, you will help refine product roadmaps, prioritizing features that enhance user engagement and deliver measurable business value. This role demands a blend of strategic thinking and hands-on execution in a fast-paced environment. You will facilitate workshops to align stakeholders on product vision, mitigate risks associated with financial product launches, and present insights to senior leadership. Joining J.P. Morgan Chase means becoming part of a global leader in financial services, where your contributions will support our mission to help clients build and protect their wealth. If you are passionate about the intersection of finance and technology, this position offers unparalleled opportunities for professional growth in Plano, TX.

Key Responsibilities

• Collaborate with product managers and stakeholders to define and develop wealth management products tailored to high-net-worth clients
• Conduct market research and competitive analysis to identify opportunities for product enhancements in J.P. Morgan's Wealth Management division
• Support the end-to-end product lifecycle, from ideation and prototyping to launch and post-launch optimization
• Work closely with engineering, design, and compliance teams to ensure products meet regulatory standards and deliver exceptional user experiences
• Analyze product performance metrics using data analytics tools to drive iterative improvements and innovation
• Contribute to roadmap planning by prioritizing features based on client feedback and business objectives
• Facilitate cross-functional workshops and presentations to align teams on product vision and strategy
• Monitor industry trends in wealth management, such as sustainable investing and digital advisory services, to inform product strategy
• Assist in risk assessment and mitigation for new product initiatives within the financial services landscape

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in product development or management within the financial services industry
• Proven track record in wealth management product lifecycle management
• Strong understanding of regulatory requirements in the financial sector, including SEC and FINRA guidelines
• Experience with agile methodologies and cross-functional team collaboration
• Ability to analyze market trends and customer needs in wealth management

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Prior experience at a major financial institution like J.P. Morgan Chase
• Certification in financial planning (CFP) or product management (e.g., Pragmatic Institute Certification)
• Knowledge of digital wealth management platforms and fintech innovations

Required Skills

• Product development lifecycle expertise
• Financial market analysis
• Regulatory compliance knowledge (SEC, FINRA)
• Agile and Scrum methodologies
• Data analytics and visualization tools (e.g., Tableau, SQL)
• Stakeholder management and communication
• Problem-solving and critical thinking
• Project management proficiency
• Customer-centric design thinking
• Technical aptitude for fintech platforms
• Risk assessment in financial products
• Team collaboration and leadership
• Market research techniques
• Presentation and reporting skills
• Adaptability to fast-paced environments

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning platforms
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Flexible work arrangements and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.