PB Digital, Alternative Investments - Advisor and Client Experience, Product Associate

About Us Private Bank (Uspb):

With more than 160 years of experience, J.P. Morgan Private Bank delivers the highest quality advice, service, capabilities, and products to wealthy individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a platform of both depth and breadth.

Job Description

J.P. Morgan Private Bank Digital is seeking a motivated Associate to join our Alternatives Product team. This role supports the development and execution of digital solutions for alternatives investments, working closely with product managers, advisors, technology, and other stakeholders to innovate, design, and develop technology that will enhance the advisor and client experience. The Associate will contribute to product development and management, market research, and continuous improvement initiatives to drive innovation in this space.

Key Responsibilities

• Partner with stakeholders to establish a vision and strategy for how to deliver new and valuable capabilities to the business
• Lead market research to identify leading private market trends that impact the advisor and client experience
• Collect and analyze advisor/client needs to determine how to transform and improve the advisor experience
• Follow a user-centric design-led approach to create products with impact and explore transformational ideas
• Draft requirements documents and a build a detailed functionality roadmap for alternative investment solutions for advisors and clients
• Clarify business requirements for the engineering team in order to ensure that solutions will achieve business goals
• Define and measure product KPIs to track progress and drive enhancement and prioritization decisions 
• Lead and participate in design sessions with key partners in Technology, Design, and the advisor business

Required Qualifications

• Bachelor’s degree required; advanced degree or relevant certifications a plus.
• 3–5 years of experience in financial services, alternatives investments, digital product management, wealth management, consulting or related fields.
• Understanding of product management and building software products including roadmap planning, requirement gathering, design, prioritization, and execution.
• Foundational understanding of alternative investments.
• Highly self-motivated and ability to remain calm under pressure
• Naturally curious mindset and a willingness to dig into the details 
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Ability to work collaboratively in a fast-paced, dynamic environment.
• Extremely curious about the investment landscape and trends within the alternatives space

Preferred Qualifications

• Experience leading product management teams and/or workstreams.
• Experience with AI products and solutions.
• Industry experience working within wealth management, asset management, financial services, or consulting.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans