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About the Role

J.P. Morgan Private Bank Digital is seeking a motivated Senior Associate to join our Alternatives Product team. This role supports the development and execution of digital solutions for alternatives investments, working closely with product managers, advisors, technology, and other stakeholders to innovate, design, and develop technology that will enhance the advisor and client experience.

Responsibilities

Partner with stakeholders to establish a vision and strategy for delivering new capabilities.
Lead market research to identify leading private market trends impacting the advisor and client experience.
Collect and analyze advisor/client needs to determine how to transform and improve the advisor experience.
Follow a user-centric, design-led approach to create products with impact and explore transformational ideas.
Draft requirements documents and build a detailed functionality roadmap for alternative investment solutions.
Clarify business requirements for the engineering team.
Define and measure product KPIs to track progress and drive enhancement and prioritization decisions.
Lead and participate in design sessions with key partners in Technology, Design, and the advisor business.

Requirements

Command of AI fundamentals, including effective prompting, agent/skill building, writing and running evals, and developing working prototypes.
Demonstrated use of AI and genuine curiosity in the space.
Hands-on experience using leading AI tools for rapid prototyping.
Bachelor’s degree required; advanced degree or relevant certifications a plus.
3–5 years of experience in management consulting, product management, financial services, alternatives investments, wealth management, or related fields.
Understanding of product management and building software products, including roadmap planning, requirement gathering, design, prioritization, and execution.
Foundational understanding of alternative investments.
Product management fundamentals: ability to define user needs, translate business requirements into feature specifications, prioritize and build a roadmap, collaborate with key stakeholders, and support cross-functional execution.
Executive-ready communication and influence: ability to distill complex private markets technology concepts into compelling visual narratives.
Design thinking and user-centered research: proficiency in discovery techniques, ability to support usability evaluation of alternatives interfaces, and to iterate on designs through direct engagement with end users.
Domain knowledge in alternative investments: knowledge across private equity, private credit, hedge funds, real estate, real assets, and structured products, including the lifecycle of commitments, capital calls, subscription workflows, fund onboarding, and performance monitoring for illiquid assets.
Highly self-motivated with the ability to remain calm under pressure.
Naturally curious mindset and a willingness to dig into the details.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal abilities.
Ability to work collaboratively in a fast-paced, dynamic environment.
Extremely curious about the investment landscape and trends within the alternatives space.
Experience leading product management teams and/or workstreams (Preferred).
Experience with AI products and solutions with a drive to push innovation (Preferred).
Industry experience working within management consulting, wealth management, asset management, financial services (Preferred).

Skills

AI fundamentals
Prompt engineering
Agent and skill building
AI model evaluation
Prototype development
AI-enabled product thinking
Product management
Roadmap planning
Requirement gathering
Design
Prioritization
Execution
Alternative investments
Communication
Influence
Design thinking
User-centered research
Discovery techniques
Usability evaluation
Private equity
Private credit
Hedge funds
Real estate
Real assets
Structured products
Analytical skills
Problem-solving skills
Interpersonal abilities
Collaboration

Location

Remote

Work Type

Full-time

Experience Level

Senior Associate
3-5 years

Education Level

Bachelor's degree required
Advanced degree or relevant certifications a plus

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

With more than 160 years of experience, J.P. Morgan Private Bank delivers the highest quality advice, service, capabilities, and products to wealthy individuals and families around the world.
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.
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.

Equal Opportunity

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