Wealth Management, Digital Product - Becoming a Client, Associate

Job description

Job Description: Senior Associate, Digital Product – Becoming a ClientJPMorgan Private Bank | Digital Team About the RoleWe're looking for a Senior Associate to join the Private Bank's Digital team, focused on transforming and unifying the Becoming a Client (BAC) experience. This role sits at the intersection of client experience, advisor workflows, and operations — and you'll be responsible for driving a cohesive onboarding journey that works seamlessly for all three audiences. You'll partner closely with product, design, engineering, operations, and advisor teams to identify friction points, streamline processes, and deliver digital solutions that make onboarding faster, more intuitive, and more consistent across channels. What You'll DoSupport the development of the BAC product experience — help define and drive the roadmap for unifying the onboarding journey across advisors, clients, and operations partnersMap end-to-end workflows across all stakeholder groups to identify gaps, redundancies, and opportunities for simplificationPartner cross-functionally with design, engineering, compliance, and operations to deliver scalable digital solutionsChampion the advisor and client perspective — leverage your understanding of the advisory team experience to ensure solutions are grounded in real workflowsLeverage AI and emerging technology to reimagine onboarding — from intelligent document processing to personalized client journeys and advisor-facing copilotsDevelop requirements in an AI-first way — build rapid prototypes using AI tools to validate concepts, communicate intent to engineering partners, and accelerate the path from idea to production-ready solutionDefine success metrics and use data to measure adoption, efficiency gains, and experience qualityFacilitate stakeholder alignment across business, technology, and operations leadershipCreate clear product artifacts — requirements documents, user stories, journey maps, wireframe briefs, and roadmap presentationsWhat We're Looking ForRequired5+ years of experience in product management, digital strategy, or a related discipline within financial servicesStrong AI curiosity and applied interest — you actively explore how AI/ML, LLMs, and automation can improve workflows and client experiences; you don't just follow the conversation, you push it forwardDemonstrated ability to work across complex, multi-stakeholder environmentsStrong analytical and communication skills — comfortable with both data and storytellingExperience translating ambiguous problems into structured plans and actionable deliverablesFamiliarity with onboarding, KYC/AML, or account-opening processes in wealth management or bankingPreferredPrevious experience as a member of a Private Bank advisory team (advisor, analyst, associate, or similar client-facing role) — firsthand understanding of the advisor-client relationship and day-to-day workflows is a significant differentiatorExperience with design thinking, journey mapping, or UX research methodologiesHands-on experience with AI tools (e.g., prompt engineering, workflow automation, AI prototyping) beyond casual useFamiliarity with Agile/Scrum delivery environments