Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate

JPMorgan Chase & Co. • Jersey City, NJ

22d • $99,750 - $150,000

About The Position

This role is for a Trading & Implementation Product Owner for Managed Investments, acting on behalf of business, operations, and clients to drive strategic platform initiatives. It involves the transformation of managed investment platforms across multiple lines of business, with exposure to International and US markets. The role will integrate AI into product ownership tasks such as articulating requirements, documenting decisions, and briefing stakeholders. The goal is to create a holistic advisor and client experience within a scalable integrated wealth platform, focusing on Portfolio Construction, Trading, and Implementation product areas. This is a top priority program with strong senior leadership support, aiming to transform the operating model and platform to support over $500Bn in assets, eliminate legacy applications, and launch the new ConnectWealth product set.

Requirements

• 2+ years of experience in wealth management or financial services.
• Proficiency in Excel and PowerPoint.
• Ability to leverage data and analytics to drive product decisions and improvements.

Nice To Haves

• Track record of successfully managing projects
• Experience with or in a product or project management role
• Experience in JIRA
• Experience using AI tools is highly desirable.

Responsibilities

• Support the vision, strategy, op model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as new managed account (UMA) products are rolled out across advisory & discretionary channels in the US and eventually international regions.
• Manage discovery efforts to uncover solutions and integrate them into the product roadmap.
• Create business requirements that capture functional, design, and control/regulatory features in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams.
• Document verifiable requirements using AI (e.g. Cline/Claude) and Epic/Story format using JIRA.
• Support story refinement and grooming sessions with technology partners and business (including via AI generated Pull Requests in bitbucket / Claude).
• Help maintain a product backlog that enables development to support the overall strategic roadmap and value proposition.
• Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases.
• Support and participate in the design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and timely delivery.
• Support framework and track the product's key success metrics such as cost, feature and functionality, risk posture, and reliability.
• Apply AI to scale requirements articulation, discovery, and backlog refinement — without compromising quality, compliance, or regulatory rigor.
• Help define and execute the product strategy for Wealth Management's platform, ensuring alignment with overall program goals and OKRs.
• Drive innovation and continuous improvement to enhance platform capabilities.
• Be a decision maker determining trade-offs based on known considerations.
• Opportunities to transform the operating model and platform to support substantial assets while eliminating legacy systems.
• Lead the use of AI across strategy formulation, operating model design, and continuous platform improvement.
• Collaborate with leadership, steering committees, and cross-functional teams to align business and technology objectives.
• Manage stakeholder relationships and influence strategic decisions to support product development and delivery.
• Demonstrate team spirit and strong collaboration skills across functions and LOBs.
• Use AI to scale briefings, status updates, and decision documents for executive leadership and steering committees.
• Manage delivery of product features and enhancements, ensuring quality and compliance across integrated systems.
• Ensure appropriate risk management and participate in governance initiatives to ensure the platform meets regulatory and business requirements.
• Ensure timely delivery across end-to-end project lifecycle.
• Use AI to maintain traceability across requirements, decisions, and delivery artifacts — surfacing quality, compliance, or governance gaps early in the lifecycle.

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed