Wealth Management Solutions ConnectWealth Managed Investments Trading & Implementation Product Senior Associate

JPMorgan Chase

Confirmed live yesterday High trust

Quick summary

Work type
On-site
Location
Jersey City, NJ
Posted
93 days ago
Freshness
Confirmed live yesterday

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Salary context

How this pay compares to similar roles

Similar $167k
$108k most similar roles pay here $226k

This listing doesn't post a salary. Most similar roles pay $119,050–$214,950.

Based on 239 similar postings.

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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.

JPMorgan Chase currently has 1117 open roles on FindRole.

Listed pay typically runs $186,160–$215,000 across 7 roles with salary data.

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At a glance

TL;DR · Wealth Management Solutions ConnectWealth Managed Investments Trading & Implementation Product Senior Associate

Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate will join the ConnectWealth team as a Product Owner focused on portfolio construction, trading, and implementation products. This role involves managing discovery efforts, creating business requirements for functional and regulatory features, maintaining product backlogs, and partnering with UAT testing teams to ensure quality delivery. The individual will drive strategic transformation by replacing legacy systems and integrating AI tools like Cline and Claude into the daily craft of product ownership to accelerate requirement articulation and stakeholder briefing. Key responsibilities include managing trade flow platforms across US and international markets while ensuring compliance and risk management. Required skills include experience in wealth management or financial services, proficiency in Excel and PowerPoint, and the ability to use JIRA and AI tools to manage complex project lifecycles and data-driven decisions.

What you'll do

  • Define the strategy, requirements, and operating model for next-generation portfolio implementation and trade flow platforms.
  • Translate business needs into functional, design, and regulatory requirements documented in Epic/Story format within JIRA.
  • Manage the product backlog to ensure development aligns with the strategic roadmap and value proposition.
  • Integrate AI tools to accelerate requirement articulation, discovery, decision documentation, and stakeholder briefing.
  • Partner with technology and operations teams to oversee the full lifecycle of design, development, testing, and implementation.
  • Coordinate with cross-functional stakeholders to eliminate legacy systems and streamline the investment platform.
  • Monitor key success metrics including cost, functionality, risk posture, and system reliability.
  • Ensure all product features meet strict regulatory requirements and internal governance standards.

What we're looking for

  • 2+ years of experience in wealth management or financial services.
  • Experience in a product or project management role.
  • Track record of successfully managing projects.
  • Proficiency in Excel and PowerPoint.
  • Ability to leverage data and analytics to drive product decisions and improvements.
  • Experience using AI tools is highly desirable.
  • Experience with JIRA is desirable.
  • Strong strategic vision, execution capability, and communication skills.

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