J.P. Morgan Wealth Management - Product Associate

At J.P.

Morgan Wealth Management, investing feels like a personal relationship with a trusted partner.

We're committed to delivering hands-on dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals.

This is a growth business for us with a commitment to diversity and inclusion.

That's why we're going all in on the people who make our business what it is, making it a rewarding place

Job summary:

As a Senior Product Associate on the Advisor Platform & Experiences team, you will be a key member of the team managing our Onboarding and Coverage tools such as the Rep Reassignment Tool and Investments Dashboard.

The Advisor Platform & Experiences team is responsible for the strategy, execution and ongoing support for the U.S.

Wealth Management (USWM) business as it relates to all things impacting the Advisor Desktop.

Our team drives forward initiatives and advances the strategic roadmap while modernizing technology delivery through a multi skilled workforce.

You will respond to and address evolving business and operations priorities from a technology perspective across Wealth Management.

Job Responsibilities:


* Support Product Owners and Product Leads in the Advisor Platform and Experiences team


* Work with technical teams to address any production issues


* Determine critical business requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, task and workflow analysis


* Assist in the design, evaluation and analysis of business processes, systems and user needs


* Assist in creating test cases and leading User Acceptance Testing as needed


* Document requirements in various written formats to present to different groups


* Maintain user groups, roles and system entitlements


* Analyze user feedback and determine opportunities for future phases of product lifecycle


* Monitor and report on existing projects, timelines, delivery plans, and escalate issues in a timely manner


* Propose potential solutions to resolve current user pain points and identify areas of opportunity for technical improvement


* Ability to effectively interact with all levels of business throughout the Wealth Management and Consumer Bank organization


* Ability to perform in an environment that offers a wide degree of creativity and latitude with the expectation of high performance and results


* Work independently with users to define concepts and under direction of project managers


* Collaborate with developers and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs


* Be the liaison between the business units, technology teams and support teams

Required qualifications, capabilities, and skills


* BS/BA degree - Accounting, Finance...