Plano, TX, USA
23 days ago
J.P. Morgan Wealth Management- Senior Product Associate

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking, and Consumer and Community Banking.  

The U.S. Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. 

The Product Associate role is part of the Client & Employee Virtual Meeting (CEVM) product team.  CEVM is a product that will deliver digital experiences to enable seamless collaboration between customers and bank employees.  

Job responsibilities

Partner with Area Product Owner to support research and analysis for new initiatives/features; refine problem definition, personas,  process mapping, solution scope, high-level use cases and user experience Work with System Architect to clarify business requirements to design best solution intent using approved tech stack Team up with UI/UX designers and Content managers to design user facing components and workflows  Collaborate with Tech team/s to break initiatives/features into epics and stories Refine epics and user stories covering all functional and non-functional requirements Ensure acceptance criteria is defined to cover standard, alternate and exception scenarios Collaborate with Product Owner, Area Product Owner and scrum teams to define sprint priorities and goals for epic and story build and refinement Participate in retrospectives and drive continuous improvement outcomes across all phases of the Agile delivery lifecycle Support the team in knocking down/escalating blockers that arise in all phases of the Agile delivery lifecycle Oversee integrated QA testing and drive defect resolution leading up to production deployment Execute UAT and Production Validation to ensure delivery quality

Required qualifications, capabilities, and skills

Minimum of 5 years of experience in financial services,  Minimum of 5 years of experience working in product /business analyst or similar product function Experience performing analysis and defining user personas, process documentation, epics, user stories and acceptance criteria Strong knowledge and hands-on experience with Agile delivery process Significant experience using JIRA / Jira Align and building custom reporting Significant experience using Confluence and/or Teams (or similar collaboration tools) Structured thinker and effective communicator with excellent written communication skills  Highly self-motivated with ability to remain composed under pressure and excel during periods of ambiguity University degree, or specialized training or equivalent work experience
 Preferred qualifications, capabilities, and skills Preferably with experience in wealth management, financial planning, asset management, digital banking, or a closely related business managing strategic or transformational change Experience related to digital product delivery Relevant scrum certifications is a big plus (CSPO, A-CSPO, etc.)
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