J.P. Morgan Wealth Management - Sr. Assoc Digital Retirement Wealth Planning Product... at JPMorgan Chase Bank, N.A. (Newark, DE)

J.P. Morgan Wealth Management - Sr. Assoc Digital Retirement Wealth Planning Product... at JPMorgan Chase Bank, N.A. (Newark, DE)

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Location: Newark, DE
Type: Full Time
Created: 2021-03-08 05:00:44

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The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and 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 Digital and Client Solutions team, reporting to the U.S. Wealth Management CEO, develops industry-leading solutions that enable wealth management clients to live their lives with financial confidence through connected experiences. The team is charged with creating a fully integrated, elegant and seamless end-to-end experience for clients across the Aspiring Affluent, Established, and High Net Worth client segments. We build the strategic vision and lead the development of product and solutions, including online brokerage and advice, digital solutions, lending and retirement products and best-in-class experiences for all clients. Our strategy is to create solutions that deepen client engagement, increase scale and profitability, attract new clients and drive productivity.

Position Overview:

The Retirement Planning & Strategy team is seeking a highly effective Senior Associate to develop and execute on the Retirement Planning product vision, strategy and roadmap. The candidate will collaborate with key stakeholders to develop requirements and success metrics for innovative Retirement Planning products and lead the development of new features from concept to growth through the entire product life cycle. In this role, the candidate will drive the realization of a product that transforms the Retirement Planning experience for both clients and advisors.

The ideal candidate has experience in Product Management and managing multiple projects simultaneously. The candidate should also have experience in building strategic relationships with core stakeholders, and has a strong passion for digital, wealth management, product development, and emerging technology solutions.


Be a culture carrier in a new line of business and growing team. Building a best-in-class brand for the team with internal and external partners

Work closely with business, design, research, marketing, and technology teams to deliver a superior Client Experience within the Agile framework

Provide clear vision and scope documentation, workflows, detailed business requirements, use cases and other materials as needed to support design, development and infrastructure

Integrate data analytics, product metrics, user experience research, competitive and market analysis, and company goals to drive prioritization of product initiatives

Track and manage business case metrics and financial planning models ensuring that product delivery stays on track and on budget

Prepare executive product updates inclusive of current production metrics, new feature delivery planning and financial forecasting

Embody true "customer-obsession" in identifying and leveraging user data, industry trends and varying forms of customer and advisor feedback to shape design and roadmap

Partner with Technology, Strategy and FinTech engagement teams to conduct comprehensive analysis when required


Bachelor's degree preferably in Marketing, Digital, Business Administration, Finance, Economics, Accounting or related field

3-5 years of experience in financial services, preferably with experience in product management, product development, wealth management, financial planning, online investing, or a closely related business

Experience managing product delivery across multiple work streams with varying timelines, priorities and complexities, ultimately launching new / enhanced product to market

Strong understanding of, or experience working with, an Agile development framework

Demonstrable experience authoring business requirements, defining user stories and execution, including bringing together cross-functional teams within an Agile development framework

Experience in defining and building out a product roadmap, prioritizing projects according to business need and producing business models

Ability to manage multiple, fast-paced projects under tight timelines and fluid priorities

Exceptional communication skills; must be a team player and be able to collaborate effectively across all levels

Ability to influence stakeholders with diverse points of view and drive decision making to ensure milestones are met

Experience with project management; attention to detail and accuracy requiredChase 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans