Description

The JPMorgan Wealth Management Statements & Tax Product team defines and executes on the strategy for 2 client facing reporting products that impact 5+ million investment account holders and drives a budget of approximately 12 million dollars annually spread across 3 distinct technology teams covering 7 scrum team.

The Product Associate role supports the Statements and Tax Product by working closely with product managers, delivery managers and stakeholders to ensure technical and functional initiative requirements are defined and socialized with key business partners.

As the product associate on the Wealth Management Statements & Tax team, you will drive the statement and tax product controls agenda, ensure the product is properly operating with the control set by the JPMorgan Wealth Management Product & business organizations. Ensure the product team's adherence to portfolio standards, business controls, and regulatory/compliance requirements through ongoing monitoring and guidance

Job Responsibilities

• Provide issue triage support, stepping in to investigate, coordinate remediation efforts, and resolve critical problems as they arise
• Create high-quality presentation materials and facilitate monthly meetings to communicate status, risks, and strategic updates to key stakeholders
• Leverage tools such as Jira and Jira Align to track work items, monitor progress, and contribute to the socialization of accurate status reporting through portfolio forums
• Conduct regular weekly meetings with the team's product managers to support roadmap development, align priorities, and maintain visibility into ongoing initiatives
• Attend intake meetings with external partners and internal product managers to help evaluate, process, and support the onboarding of new work requests for the product area
• Maintain and organize team documentation on shared platforms (e.g., team sites or drives) to ensure readiness for internal audits and ease of access across the team
• Administer and update cabinet member information on internal websites and directories to ensure key stakeholders are accurately represented and easily identifiable to internal teams and external partners
• Support overall product governance by coordinating processes, facilitating cross-functional collaboration, and driving operational efficiency across legal, risk, compliance, and controls

Required qualifications, capabilities, and skills

• Prior experience in a wealth management industry
• Experience with agile product development and software delivery lifecycle
• Expertise in business requirements writing and communication.
• Effective communicator with excellent written communication skills
• Familiarity with the business services and offerings associated with Chase
• Ability to influence people at all levels across a broad variety of job functions
• Demonstrated ability to manage tight delivery timelines and calmness under pressure

Licenses & Education

• FINRA Series 99 within 120 days
• Undergraduate degree

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

\n 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.\n
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\n 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.\n