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, or Business preferred or equivalent military experience
• 3+ years' experience in financial services with the focus on clients, advisors, service, project management or support
• Ability to provide clear vision and documentation for project partners, including use cases, product/business requirements, timelines and user stories
• Solid analytical skills and writing skills, to capture and document business requirements
• Ability to communicate clearly and confidently; able to influence stakeholders
• Ability to work independently and on a team; agility to adapt to a fast-paced environment and handle working within strict timelines
• Experience in Agile methodology and Jira
• Strong ability to manage changes to scope, roadmap, and backlog
• Advanced MS Office skills - Excel, Word, PowerPoint

Preferred qualifications, capabilities, and skills

• Relevant hands-on business and technical background preferred
• Excellent verbal and written communication skills and the ability to interact professionally with key stakeholders
• Ability to directly address conflicts and escalate issues where appropriate
• Ability to tailor communications (i.e., high level vs detailed level) based on the audience it pertains to

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans