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About JPMorgan Chase
JPMorgan Chase & Co. is a global financial services firm and one of the largest banks in the world, offering investment banking, commercial banking, asset management, and consumer financial services.
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JOB TITLE: J.P. Morgan Wealth Management - Senior Product Associate, Service Desktop
As a Senior Product Associate in the US Wealth Management Service Desktop team, you will support the product strategy and manage day-to-day discovery, backlog management, delivery, and performance measurement for assigned capabilities. You will partner with product leadership, Service Professionals, and stakeholders across business, technology, design, operations, digital, risk, controls, compliance, and legal to translate needs into clear requirements and prioritized work. You will guide enhancements from discovery and pilot through launch and adoption, using feedback, product data, and industry insights to recommend priorities. Key responsibilities include translating vision into user stories, managing Salesforce integrations, and ensuring adherence to design system standards. Required skills include Agile experience, user-centered design, business process analysis, and experience delivering AI-enabled product capabilities like workflow automation.
Own and prioritize the product backlog for assigned Service Desktop capabilities in alignment with the product roadmap.
Conduct discovery and user research with business stakeholders to identify opportunities to improve tools and workflows.
Translate the desktop experience vision into business requirements, user stories, and acceptance criteria.
Guide enhancements from discovery and pilot through launch and adoption using feedback and product data.
Coordinate workflow and transition impacts across Salesforce and other integrated platforms.
Define and monitor success measures including adoption, usability, workflow efficiency, and platform reliability.
Support production stability through incident triage, defect prioritization, and resolution of delivery issues.
Partner with training teams on phased rollout planning, communications, and user adoption.
What we're looking for
Bachelor’s degree or equivalent practical experience.
5+ years of product management, business analysis, or related product delivery experience.
Experience translating user, stakeholder, and business needs into product requirements, user stories, acceptance criteria, and prioritized backlog items.
Experience identifying, shaping, or delivering AI-enabled product capabilities like workflow automation or intelligent recommendations.
Experience working in an Agile environment across multiple workstreams and cross-functional teams.
Experience with user-centered design, service workflows, the software development lifecycle, business process analysis, testing, and launch readiness.
Strong quantitative and qualitative problem-solving skills to translate analysis into actionable recommendations.
Excellent communication, facilitation, and organizational skills to manage dependencies and explain technical concepts.
Experience using user feedback, product data, and performance metrics to prioritize improvements and measure outcomes.
Financial services or wealth management experience (preferred).
Product management or business analysis experience with Salesforce Service Cloud or another enterprise CRM platform (preferred).
Experience supporting service workflows across Wealth Management Servicing or contact center platforms (preferred).
Experience with enterprise design systems, accessibility standards, usability testing, or large-scale user interface modernization (preferred).
Familiarity with CRM integrations, APIs, workflow automation, cloud technologies, and customer service tools (preferred).
Experience with Jira, Jira Align, and reporting or analytics platforms such as Tableau or Snowflake (preferred).
Ability to influence cross-functional teams and drive alignment across stakeholders (preferred).
Agile
Scrum
Data Modeling
Data Governance
Microservices
Data Quality
Alteryx
MS Visio
Data Analysis
User Stories
Process Mapping
Analytics Platforms
Data Strategy
AI
ML
SQL
AWS
Databricks
Model Context Protocol
Multi-agentic workflows
Product Development Life Cycle
Data Analytics
BI Tools
Product Roadmap
User Research
Requirements Definition
User Stories
Epics
Reporting
Analytics
Data Governance
Data Modeling
BCBS 239
data/lineage
Data Quality
Data Architecture
PII Controls
Service Delivery
SLAs
SLOs
schema/versioning
AI-enabled Development