Digital Product Owner - AI Enablement + Portfolio Holdings & Tax, 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.

Role Summary

The Digital Product Owner for AI Enablement and Portfolio Holdings & Tax supports two priorities: enabling product teams to use AI responsibly and effectively, and driving execution for advisor- and client-facing Portfolio Holdings & Tax experiences in a regulated financial environment.


* AI enablement: Contribute to an AI enablement working group by executing the established vision and roadmap through tools, standards, and practitioner training.


* Portfolio Holdings & Tax: Drive roadmap execution for holdings visibility and tax reporting capabilities, improving end-to-end advisor and client experiences.

Key Responsibilities - AI Enablement (Tools, Training, and Standards)


* Execute the AI enablement working group roadmap, translating enterprise direction into practical, repeatable product workflows that improve discovery, delivery, and operational outcomes.


* Develop and maintain practical playbooks, prompt standards, templates, and "how we work" patterns for product teams, including guidance on appropriate human oversight and use-case prioritization.


* Support selection, rollout, and continuous optimization of approved AI tools used by Product Owners and product teams, ensuring usability and measurable productivity and quality improvements.


* Partner with technology, risk, compliance, legal, and information security to align enablement artifacts and tool usage patterns with governance expectations (model risk management, privacy, and security).


* Deliver enablement programs (training, office hours, communities of practice) and track adoption and outcomes to continuously refine curricula, workflows, and tool configurations.

Key Responsibilities - Portfolio Holdings and Tax Product Roadmap (Advisor and Client Tools)


* Shape, prioritize, and deliver a roadmap for advisor- and client-facing capabilities that improve holdings management and tax reporting experiences.


* Translate user needs, operational constraints, and regulatory considerations into clear requirements, user stories, and acceptance criteria that design and engineering teams can execute.


* Manage the day-to-day product delivery cadence, including backlog refinement, sprint planning support, release readiness, and stakeholder communications.


* Identify and actively manage dependencies across platforms, data services, and downstream reporting functions to protect delivery timelines and experience quality.


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