Digital Product Manager - Senior Associate

Role Overview

• The JP Private Bank Digital Team is seeking a Senior Associate Product
• Manager to help drive the Private Bank’s client experience. This role will
• partner closely with advisors, banking teams, sales leadership, marketing,
• analytics, design, technology, data science, and AI teams to improve how
• prospects are captured, prioritized, nurtured, converted, and measured across
• digital and advisor-led channels.

Key Responsibilities

• Product Ownership & Execution
• Support the product strategy and roadmap for Private Bank client digital

experience

• Translate advisor, banker, and leadership needs into clear product

requirements, user stories, workflows, and success criteria.

• Partner with design, technology, analytics, data science, and AI teams to

• deliver digital tools that improve prospect visibility, workflow efficiency,
• and conversion outcomes.

• Manage product backlog prioritization in partnership with senior product

leads and business stakeholders.

• Drive execution across discovery, requirements, testing, launch, adoption,

and ongoing optimization.

AI-Driven Client and Advisor Enablement

• Interest or experience using AI to support product delivery and insights
• Explore opportunities to use AI to help advisors better identify, prioritize,

and engage with high-potential prospects.

• Partner with data science, analytics, and technology teams to evaluate

• AI-enabled capabilities such as lead scoring, next-best-action
• recommendations, automated insights, outreach support, pipeline summaries,
• and prospect research assistance.

• Help define responsible, advisor-centered AI use cases that improve

• productivity while supporting appropriate controls, transparency, and user
• trust.

• Gather advisor feedback on AI-powered tools to ensure recommendations are

practical, explainable, and aligned to real-world workflows.

• Monitor adoption and effectiveness of AI-enabled features and recommend

enhancements based on data and user feedback.

Advisor & Stakeholder Engagement

• Serve as a voice of the advisor within the Digital Team, bringing practical

insight from the field into product decisions.

• Conduct user interviews, feedback sessions, journey mapping, and workflow

reviews with advisors, bankers, managers, and support teams.

• Build strong relationships with Private Bank stakeholders to understand

business priorities and ensure digital solutions align with advisor needs.

• Support training, communications, and adoption efforts for new or enhanced

lead, prospect, and AI-enabled tools.

Data, Measurement & Optimization

• Define KPIs for lead management and prospect growth, including lead volume,

• lead quality, assignment timeliness, follow-up activity, conversion rates,
• advisor adoption, and AI feature engagement.

• Partner with analytics and reporting teams to monitor product performance and

identify opportunities for improvement.

• Use data and user feedback to recommend enhancements, prioritize features,

and improve business outcomes.

• Help create consistent measurement frameworks for prospect pipeline

management across teams and regions.

Required Qualifications

• 3–5+ years of experience in product management, financial services, wealth

• management, banking, sales enablement, CRM, digital transformation, or
• related roles.

• Strong understanding of the advisor or banker workflow, especially around

• prospecting, relationship development, pipeline management, and client
• acquisition.

• Demonstrated interest in AI, data-driven decisioning, automation, or digital

productivity tools.

• Ability to translate business needs into clear product requirements and

• partner effectively with design, technology, analytics, data science, and
• business teams.

• Strong analytical skills with comfort using data to assess performance,

identify trends, and make product recommendations.

• Excellent communication and stakeholder management skills.
• Highly organized, detail-oriented, and able to manage multiple priorities in

a fast-paced environment.

Preferred Qualifications

• Prior experience in client engagement or as a Private Bank advisor, banker,

portfolio associate, client advisor, or member of a banking team.

• Experience supporting high-net-worth or ultra-high-net-worth client segments.
• Experience working in Agile product development environments.
• Interest in emerging AI capabilities and how they can be responsibly applied

to improve advisor workflows, sales effectiveness, and client acquisition.

• Understanding of digital adoption, change management, and field enablement

within a large financial institution.

Success Measures

• This person will be successful if they help the organization:
• Create an engaging client digital experience
• Improve speed and consistency of lead follow-up.
• Strengthen pipeline tracking and reporting for advisors and managers.
• Increase conversion of qualified prospects into client relationships.
• Reduce manual effort and fragmented processes across banking teams.
• Identify practical AI use cases that improve advisor productivity and

prospect engagement.

• Bring authentic advisor perspective into product design and prioritization.

• JPMorganChase, one of the oldest financial institutions, offers innovative
• financial solutions to millions of consumers, small businesses and many of the
• world’s most prominent corporate, institutional and government clients under the
• J.P. Morgan and Chase brands. Our history spans over 200 years and today we are
• a leader in investment banking, consumer and small business banking, commercial
• banking, financial transaction processing and asset management.

• We offer a competitive total rewards package including base salary determined
• based on the role, experience, skill set and location. Those in eligible roles
• may receive commission-based pay and/or discretionary incentive compensation,
• paid in the form of cash and/or forfeitable equity, awarded in recognition of
• individual achievements and contributions. We also offer a range of benefits and
• programs to meet employee needs, based on eligibility. These benefits include
• comprehensive health care coverage, on-site health and wellness centers, a
• retirement savings plan, backup childcare, tuition reimbursement, mental health
• support, financial coaching and more. Additional details about total
• compensation and benefits will be provided during the hiring process.

• 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. We also make
• reasonable accommodations for applicants’ and employees’ religious practices and
• beliefs, as well as mental health or physical disability needs. Visit our FAQs
• [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about
• requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including

Disability/Veterans

• J.P. Morgan Asset & Wealth Management delivers industry-leading investment
• management and private banking solutions. Asset Management provides individuals,
• advisors and institutions with strategies and expertise that span the full
• spectrum of asset classes through our global network of investment
• professionals. Wealth Management helps individuals, families and foundations
• take a more intentional approach to their wealth or finances to better define,
• focus and realize their goals.