The deposit products function is responsible for the strategic planning, creation, design, launch, and lifecycle management of deposit products in the International Private Bank. The team partners closely with Deposit Sales managers and Front Office, as well as Technology, Operations, Legal, Risk, Compliance, and Marketing to build, design, and review product and platform changes.
About the role
We are seeking a highly motivated Associate to support re-platforming of our core accounting platform within the International Private Bank (IPB). This role requires strong project management execution, hands-on experience with JIRA story writing, requirements gathering, backlog management, and end-to-end testing. You will coordinate delivery across multiple teams, with key stakeholders and delivery partners in Geneva and other locations in IPB.
Job responsibilities
- Project Management
- Drive end-to-end delivery of the accounting re-platforming initiative, from planning through execution and go-live readiness
- Develop and manage detailed project plans, timelines, and resource coordination
- Drive cross-functional collaboration between technology, product, and business teams
- Identify, track, and mitigate risks and issues; escalate appropriately to maintain delivery timelines
- JIRA Story Writing & Requirements Gathering
- Translate business requirements into clear, actionable JIRA stories and acceptance criteria
- Facilitate requirements workshops to confirm scope, processes, and expected outcomes
- Maintain a well-groomed backlog and support prioritization aligned with business objectives
- Testing & Quality Assurance
- Define and execute test strategies (functional, integration, user acceptance testing)
- Ensure robust test coverage, defect triage, and remediation tracking
- Ensure deliverables meet quality standards and relevant regulatory expectations
- Change management / due diligence
- Drive the cross-functional process for change assessments and new product due diligence when required (e.g., changes to product features, accounting treatment, client impact, or platform capabilities)
- Partner with Risk & Controls, Legal, Compliance, Operations, Technology, and Product to ensure delivery aligns to governance expectations and best outcomes
- Coordinate inputs, documentation, and sign-offs required for control forums and approvals (as applicable) and ensure actions are tracked to closure
- Stakeholder Management and communication
- Act as a day-to-day point of contact for project stakeholders across Geneva
- Provide clear status reporting, issue escalation, and steering materials for senior stakeholders as needed
- Manage dependencies, expectations, timely escalation; ensure alignment on goals, scope, and milestones
Required qualifications, capabilities, and skills
- Project Management (must-have): Strong project management capability with a track record delivering complex, cross-functional initiatives end-to-end, including planning, resourcing/coordination, RAID management, executive-ready status reporting, and disciplined delivery cadence
- Delivery & transformation experience: Track record delivering complex technology change, platform re-platforming, or transformation initiatives with multiple stakeholders and dependencies. Familiarity with agile delivery principles and product owner ways of working
- Requirements & agile execution: Strong expertise in JIRA story writing, requirements gathering, and backlog management
- Testing discipline: Hands-on experience with testing methodologies and tools (functional, integration, UAT)
- Change Management / due diligence experience: Experience running or supporting new product assessment / new product due diligence (or equivalent product change governance), ensuring risks/controls/readiness are fully accounted for.
- Communication: Strong communication and stakeholder management skills; ability to influence outcomes across global teams.
- Stakeholder management: Proven experience navigating governance processes, surfacing trade-offs, and driving timely decisions across diverse stakeholders
- Domain knowledge: Working understanding of deposit products and accounting processes (or ability to ramp quickly in partnership with SMEs)
ABOUT USJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
ABOUT THE TEAMJ.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.
