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Jobs / Customer Onboarding Specialist in United States of America
6 days ago
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JPMorgan Chase·BFSI·6 days ago
6 days ago

J.P. Morgan Wealth Management - Senior Product Associate, Account Opening and Activation

New York, United States of AmericaFull-timeMid · 3-5 yearsCustomer Onboarding Specialist

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Must-have skills for this role

  • product management
  • agile
  • scrum
  • github copilot

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What you'll do

  • Support the Self-Directed Invest Account Opening product backlog — contribute to grooming, story writing, and acceptance criteria to drive delivery across business and technology partners
  • Champion the use of AI tools (e.g., GitHub Copilot, Claude, ChatGPT) to accelerate product workflows — from drafting PRDs, user stories, and acceptance criteria to rapidly prototyping product concepts, interactive wireframes, and proof-of-concept demos
  • Build and maintain AI-powered knowledge repositories that capture tribal knowledge, product decisions, requirements history, and platform documentation — ensuring the team operates with a single source of truth
  • Conduct requirement sessions with appropriate teams to understand the context of critical stakeholder needs, pain points, and business impact related to self-directed account opening flows
  • Support Agile scrum ceremonies and contribute to backlog health, epic delivery tracking, and release coordination in line with JPM standards
  • Engage with Tech Architects to understand architectural impacts to the Account Opening platform and contribute to strategic solutioning discussions
  • Contribute to prioritization through Agile planning methods, using data and AI-driven insights to inform backlog sequencing and sprint planning
  • Support the build-out of the multi-year product roadmap by translating product strategy into actionable, well-defined deliverables
  • Proactively analyze data and contribute to experimentation and measurement frameworks to ensure key results stay on track

What they're looking for

  • 3–5 years of product management/product ownership experience with a strong analytical background
  • Demonstrated hands-on experience using AI productivity tools (e.g., GitHub, Copilot, Claude, ChatGPT, or similar) to build documentation, knowledge bases, prototype product concepts, or accelerate product delivery workflows
  • Intellectually curious with a demonstrated passion for product craft; actively follows product industry thought leaders, engages with product communities, and stays current on evolving best practices and frameworks
  • Experience working closely with UX designers and software engineers in an Agile/Scrum environment
  • Ability to work in an environment with a high level of ambiguity and adapt accordingly
  • Execution-focused with the ability to organize, prioritize, and manage multiple workstreams simultaneously
  • Strong partnership record and ability to build effective working relationships
  • Strong verbal communication and presentation skills

Nice to have

  • Experience with self-directed brokerage, investment account opening, or wealth management digital platforms
  • Track record of contributing to AI-augmented workflows, knowledge management systems, rapid prototyping practices, or intelligent documentation
  • Familiarity with prompt engineering, AI-assisted workflows, or AI-driven product analytics
  • Active participation in product management communities, conferences, or publications (e.g., Mind the Product, Lenny's Newsletter, SVPG, Product-Led Alliance)
  • Project management experience a plus

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Senior Associate, Product Management — Self-Directed Account Opening

 You will be an AI-forward contributor who actively leverages tools such as GitHub Copilot, Claude, and other AI-powered platforms to accelerate product delivery, build scalable knowledge repositories, rapidly prototype solutions, and drive modern ways of working across the team.

 You are deeply curious about product craft, actively engaged in industry-wide best practices, and continuously learning from leading product communities to bring fresh perspectives to your work.

 The role will partner with product owners, designers, and technology teams across JPM WM and the broader JPMorgan Chase organization to deliver an intuitive, controlled, and seamless self-directed account opening experience for JPM WM clients and advisors. You are comfortable operating in large-scale initiatives,
 connecting dots across product lines, and conducting deep analysis to recommend solutions supported by data.

 Job Responsibilities

 - Support the Self-Directed Invest Account Opening product backlog — contribute to grooming, story writing, and acceptance criteria to drive delivery across
   business and technology partners
 - Champion the use of AI tools (e.g., GitHub Copilot, Claude, ChatGPT) to accelerate product workflows — from drafting PRDs, user stories, and acceptance
   criteria to rapidly prototyping product concepts, interactive wireframes, and proof-of-concept demos
 - Build and maintain AI-powered knowledge repositories that capture tribal knowledge, product decisions, requirements history, and platform documentation —  ensuring the team operates with a single source of truth
 - Conduct requirement sessions with appropriate teams to understand the context of critical stakeholder needs, pain points, and business impact related to self-directed account opening flows
 - Support Agile scrum ceremonies and contribute to backlog health, epic delivery tracking, and release coordination in line with JPM standards
 - Engage with Tech Architects to understand architectural impacts to the Account Opening platform and contribute to strategic solutioning discussions
 - Contribute to prioritization through Agile planning methods, using data and AI-driven insights to inform backlog sequencing and sprint planning
 - Support the build-out of the multi-year product roadmap by translating product strategy into actionable, well-defined deliverables
 - Proactively analyze data and contribute to experimentation and measurement frameworks to ensure key results stay on track

 Required Qualifications, Capabilities, and Skills

 - 3–5 years of product management/product ownership experience with a strong analytical background
 - Demonstrated hands-on experience using AI productivity tools (e.g., GitHub, Copilot, Claude, ChatGPT, or similar) to build documentation, knowledge bases,  prototype product concepts, or accelerate product delivery workflows
 - Intellectually curious with a demonstrated passion for product craft; actively follows product industry thought leaders, engages with product communities, and
   stays current on evolving best practices and frameworks
 - Experience working closely with UX designers and software engineers in an Agile/Scrum environment
 - Ability to work in an environment with a high level of ambiguity and adapt accordingly
 - Execution-focused with the ability to organize, prioritize, and manage multiple workstreams simultaneously
 - Strong partnership record and ability to build effective working relationships
 - Strong verbal communication and presentation skills

 Preferred Qualifications

 - Experience with self-directed brokerage, investment account opening, or wealth management digital platforms
 - Track record of contributing to AI-augmented workflows, knowledge management systems, rapid prototyping practices, or intelligent documentation
 - Familiarity with prompt engineering, AI-assisted workflows, or AI-driven product analytics
 - Active participation in product management communities, conferences, or publications (e.g., Mind the Product, Lenny's Newsletter, SVPG, Product-Led Alliance)
 - Project management experience a plus

BFSI

Company

JPMorgan ChaseBFSI
New York, United States of America

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from JPMorgan Chase's careers site·first seen 15 Sept 2026·last verified 15 Sept 2026·How we source jobs

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