The J.P. Morgan Wealth Management Client Onboarding & Account Opening team designs seamless digital and human-assisted experiences that make it easy to open new investment accounts and deepen client relationships. We deliver impactful, compliant solutions across web, mobile, and internal platforms-supporting both self-directed and advisor-led channels.
As a Client Onboarding Product Manager within the JPM Wealth Management Product & Experience organization, you'll lead the design and delivery of innovative solutions that improve the client and advisor experience. You'll own critical product processes, use data to inform decisions, and partner across business, technology, and control teams to bring ideas to life.
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A successful candidate craves the opportunity to build out new products while also reinvigorating and re-examining established products. You see the big picture and what needs to be done, but more importantly why it is important and how it all fits together. You are a strategic thinker, skilled collaborator, and strong communicator-comfortable with ambiguity and passionate about client experience, operational excellence, and change management. This is an exciting opportunity to shape the future of onboarding in J.P. Morgan Wealth Management.
Job Responsibilities:
- Ensure a cohesive account opening experience by aligning onboarding flows with upstream and downstream processes.
- Center on Client & Advisor Needs: Apply critical thinking and deep user empathy to define best-in-class digital experiences.
- Lead business discovery efforts, synthesizing client insights, advisor feedback, and performance data to inform strategy.
- Analyze data models and onboarding flows to translate business goals into clear product requirements.
- Work closely with technology, UX, risk, legal, compliance, and other key stakeholders to develop and deliver solutions.
- Prepare user demos, progress updates, and executive-ready presentations to share outcomes and drive alignment.
- Gather and synthesize feedback to identify gaps, prioritize features, and shape the product roadmap.
- Collaborate with design partners to develop user flows, wireframes, and visual prototypes that support usability and compliance.
Required qualifications, capabilities, and skills:
- 6+ years of product management or relevant experience within the financial services industry, with a strong analytical background.
- Ability to understand complex subjects (technical system architecture, industry regulatory requirements) and communicate the important details to partners.
- Proficient in Microsoft Office (with a focus on Excel and Power Point skills).
- Experience working closely with user experience designers and software engineers.
- Experience with Adobe Analytics, Tableau or any web analytics tool is a plus.
- Strong partnership record and ability to build effective business relationships required to leverage parts of the organization when needed.
Preferred qualifications, capabilities, and skills:
- Project Management experience
To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
ABOUT US
Chase 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 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 for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.