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

JPMorganChase • Jersey City, NJ

22d

About The Position

The Trading & Implementation Product Owner for Managed Investments will act on behalf of the business, operations, and clients to drive strategic platform initiatives. This role involves engaging with the strategic transformation of managed investment platforms across multiple lines of business, with exposure to both International and US markets. The position offers a unique opportunity to integrate AI into the daily craft of product ownership, accelerating requirement articulation, decision documentation, and stakeholder briefings at the scale required for this transformation. The goal is to shape the future of wealth management advisory solutions and make a meaningful impact on advisors and their clients. The ConnectWealth team is focused on creating a holistic advisor and client experience that delivers advice in a single, scalable, integrated wealth platform. The Product Owner will define the strategy and capability of ConnectWealth across the platform's Portfolio Construction, Trading, and Implementation area products, partnering closely with Technology and Digital teams. The role involves transforming the operating model and platform to support over $500Bn in assets, eliminating legacy systems, and launching the new ConnectWealth product set. This is a top priority change management and transformative program with strong senior leadership support.

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, operating model, requirements, and development of 'next gen' portfolio implementation and trade flow platforms for new managed account (UMA) products 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 capturing functional, design, and control/regulatory features in collaboration with stakeholders (business management, design, technology, operations, legal, compliance).
• Document verifiable requirements using AI (e.g., Cline/Claude) and in 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 supports 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 (cost, feature/functionality, risk posture, 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.
• 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 the 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.

What This Job Offers

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