J.P. Morgan Wealth Management - Product Associate - Wealth Management Servicing
Our Wealth Management Servicing team supports our customer's Chase.com digital self-service experience, workflow toolset and automates processes to improve operational efficiencies.
As a Product Associate on the Wealth Management Advisor Notifications team, you will be responsible for building and delivering the servicing messaging experiences roadmap to the advisors, client associates, and servicing professionals across the J.P.
Morgan Wealth Management client spectrum.
Your skill, collaborative mindset, and teamwork abilities will in make a crucial difference as you build connections with a wide landscape of partners and stakeholders.
Ideal candidates will have Wealth Management or Core Banking experience with background in Agile product management, Technology, Operations or Business Analysis.
Job responsibilities:
* Execute solutions refinement, and delivery in a mature Agile environment
* Collaborate cross-functionally with product owners, legal, advisors, risk/controls, operations, technology, design, and data partners
* Develop, capture, and maintain clear documentation of the scope, workflows, and user stories
* Engage technology partners to help refine tasks, and user stories on a daily basis
* Facilitate QA, UAT, and Production validations to ensure the delivered solution ties back to the requirements
* Support escalations; develop and share subject matter expertise for Production issues and incidents resolution
* Apply technical acumen, critical thinking, and analytical skills to help team drive forth its applications evolution
Required qualifications, capabilities, and skills:
* 2+ years of experience product development, business analysis, or project management roles
* Familiarity with retail investments products and their lifecycle, client service models, technology, operations and controls
* Knowledge of Agile principles, tools, ceremonies and is strongly required
* Demonstrated ability to be an integral project team member
* Familiarity with database platforms and data analysis techniques for practical analysis and troubleshooting
* Exposure to ML and AI chatbots frameworks
* Fundamental understanding of technical integration and dependencies for end-to-end client experience
Preferred qualifications, capabilities, and skills
* Strong work organization, written and oral communications skills and attention to details
* Background in brokerage, investments management or banking is preferred
* Strong analytical and problem-solving skills
* Creative and innovative thinker
* Bachelor's degree preferred
* Exposure to ML and AI frameworks is a big plus
To be eligible for this position, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this position.
Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any oth...
- Rate: Not Specified
- Location: Plano, US-TX
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210610620
- Posted: 2025-04-24 08:53:35 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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