Wealth Management Solutions, Donor Advised Fund Product Associate

Location: New York, NY, United States

Job Family: Product Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong commitment to empowering clients in their wealth management journeys. The Wealth Management Solutions team is at the forefront of innovating products that enhance client outcomes, particularly in the growing area of philanthropy. As a Donor Advised Fund (DAF) Product Associate, you will play a pivotal role in contributing to the strategy, design, and integration of new DAF product launches and features. This position, based in our New York office, offers the opportunity to work on high-impact initiatives that blend financial expertise with social good, supporting affluent clients in their charitable giving strategies while driving business growth. In this role, you will collaborate closely with product managers, advisors, technology teams, and compliance experts to ideate, develop, and launch DAF enhancements tailored to JP Morgan's sophisticated client base. Responsibilities include conducting in-depth market analysis to identify trends in charitable giving, designing user-friendly product features that integrate seamlessly with our wealth platforms, and ensuring all offerings meet stringent regulatory standards. You will analyze performance data to refine products, gather client insights to improve usability, and contribute to the overall product roadmap, fostering innovation in an industry where philanthropy intersects with investment management. We seek a proactive professional passionate about financial services and making a difference. This role demands a blend of analytical rigor, creative thinking, and strong interpersonal skills to thrive in our collaborative culture. Joining JP Morgan Chase means becoming part of a world-class institution that values diversity, inclusion, and professional growth, with opportunities to advance in wealth management solutions.

Key Responsibilities

• Collaborate with cross-functional teams to develop and execute strategies for new DAF product launches and feature enhancements
• Conduct market research and competitive analysis to identify opportunities for innovation in Donor Advised Funds
• Design product specifications, user interfaces, and integration plans to ensure seamless incorporation into JP Morgan's wealth management ecosystem
• Monitor product performance metrics and recommend adjustments to optimize client engagement and satisfaction
• Liaise with legal, compliance, and risk teams to ensure all DAF products adhere to regulatory standards
• Support client education initiatives on DAF benefits and usage within JP Morgan's advisory services
• Contribute to the roadmap for future DAF enhancements, including technology integrations and partnerships
• Analyze client feedback and data to drive iterative improvements in product offerings
• Assist in pricing strategies and go-to-market plans for new DAF features

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2-3 years of experience in product management, financial services, or wealth management
• Strong understanding of Donor Advised Funds (DAFs) and charitable giving products
• Knowledge of regulatory requirements in the financial services industry, including SEC and FINRA guidelines
• Proficiency in financial modeling and product lifecycle management
• Excellent analytical and problem-solving abilities
• Ability to work collaboratively in a fast-paced, team-oriented environment

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) with a focus on wealth management
• Experience with product launches in the alternative investments or philanthropy sector
• Familiarity with JP Morgan Chase's wealth management platforms and tools
• Prior exposure to agile methodologies in product development
• Certification such as CFA or CFP

Required Skills

• Product strategy and roadmap development
• Financial product design and innovation
• Market research and competitive analysis
• Regulatory compliance in wealth management
• Data analysis and financial modeling
• Cross-functional collaboration and stakeholder management
• Agile project management methodologies
• Client-centric problem-solving
• Technical proficiency in tools like Excel, Tableau, or SQL
• Communication and presentation skills
• Risk assessment and mitigation
• Philanthropy and DAF-specific knowledge
• Adaptability in a dynamic financial environment
• Attention to detail in product specifications

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
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through JP Morgan's internal training programs
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan locations
• Flexible work arrangements and hybrid work options in New York

JP Morgan Chase is an equal opportunity employer.