Wealth Management - AI Product Owner, Financial Insights - Senior Associate

Job Summary

As a Senior Associate and AI Product Owner of Financial Insights in our Asset & Wealth Management Finance team, you will identify, design, and deliver AI-powered solutions for front office Finance, pairing strong product judgment with awareness of emerging AI capabilities.

You will own the product vision for a first-of-its-kind Finance mobile app that delivers AI-generated insights, spotlights, and nudges directly to Finance leadership. You will connect Finance needs to data and engineering delivery, conduct market research on AI trends, and communicate product vision to senior leaders through polished narratives and decision-focused recommendations.

Job responsibilities

• Partner with senior Finance stakeholders (CFO, controllers, FP&A, business leaders) to understand decision workflows, pain points, and information gaps; translate needs into AI-powered product concepts
• Define and prioritize the AI product roadmap by identifying high-value use cases and converting ambiguous business challenges into measurable outcomes
• Collaborate with data scientists and engineers to shape AI solutions, focusing on practical approaches like grounding outputs in approved internal sources, drafting commentary and summaries, and adding validation checks so outputs are accurate and executive-ready
• Write product requirements, user stories, and acceptance criteria for AI tools; own the backlog and deliver in agile sprints
• Define success metrics for AI products; track adoption, quality, and business impact; iterate based on user feedback and observed performance
• Own the product vision and roadmap for the Finance mobile app, defining what insights get pushed, to whom, at what cadence, and how AI-generated outputs are curated for executive consumption
• Partner with UX design and engineering to ensure the mobile interface is intuitive and aligned to how Finance leaders work
• Define and document data requirements for Finance insights, including metric definitions, hierarchies, time periods, and segmentations; translate Finance questions and KPIs into clear logic and validate outputs against expected Finance results
• Design and execute testing cycles for AI features-defining test scenarios, coordinating UAT with Finance users, triaging defects, and confirming outputs meet quality standards before production release
• Lead feature launch activities including internal marketing communications, stakeholder outreach, live demos for Finance leadership, and adoption campaigns that build awareness and sustained engagement with new capabilities
• Maintain peer benchmarking across financial services and adjacent CFO tooling to identify proven patterns for proactive insights, exception-based reporting, and executive delivery surfaces

Required qualifications, capabilities, and skills

• 3 years in product management, product ownership, or business analysis supporting front office Finance or investment management teams
• Strong understanding of Finance functions (FP&A, reporting, forecasting, treasury, controller workflows) within asset management or wealth management
• Working knowledge of AI/ML trends, particularly large language models, agentic AI, and intelligent automation, with the ability to translate capabilities into practical product ideas
• Proven track record designing or owning digital products (mobile apps, dashboards, executive-facing tools) with strong instincts for UX and information design
• Working familiarity with SQL (ability to read, understand, and validate query logic; basic querying to support analysis and triage)
• Working understanding of data architecture concepts (sources, transformations/ETL, curated datasets, metric definitions, and consumption layers) to effectively bridge Finance and engineering teams
• Strong analytical and storytelling skills; ability to build data-driven narratives and deliver polished presentations to executive audiences
• Proficiency with analytics and visualization tools (e.g., Excel, Tableau, PowerPoint)
• Excellent written and verbal communication; ability to bridge technical and business audiences
• Demonstrated ability to manage product backlogs and deliver in agile environments
• Bachelor's degree in Finance, Business, Economics, or a related field

Preferred qualifications, capabilities, and skills

• Familiarity with GenAI product patterns where outputs are based on approved internal sources, sufficient to partner effectively with engineering teams
• Background with semantic layers, metrics definitions, data dictionaries, or validating analytics outputs against Finance reports in partnership with data teams
• Familiarity with mobile product design, push notification strategy, or content delivery frameworks for executive audiences
• Prior work building insights, alerting, or nudge-based products (exception-based reporting, proactive intelligence)
• Background at a large financial institution, consulting firm, or fintech serving asset/wealth management
• Familiarity with user research methodologies, design thinking, or jobs-to-be-done frameworks
• MBA or advanced degree in a relevant field

Additional Information

This position does not offer visa sponsorship. Candidates must be authorized to work in the United States without the need for current or future sponsorship.

This role requires in-office presence at our Jersey City, NJ or Columbus, OH location.

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.

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.

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

Skills

Acceptance Testing, Administrative Skills, Agile Programming Methodologies, Analysis Skills, Artificial Intelligence (AI), Asset Management, Automation, Backlog Prioritization, Benchmarking, Brand Marketing (Branding), Bridge Building, Bug Tracking/Defect Management, Business Administration, Business Analysis, Business Banking, Business Support, Cadence, Campaigns, Civil Engineering, Commercial Banking, Compensation and Benefits, Content Delivery/Distribution, Customer/Client Research, Data Science, Data Sets, Database Extract Transform and Load (ETL), Diversity, Economics, Establish Priorities, Finance, Finance Software, Financial Control, Financial Planning, Financial Planning and Analysis (FP&A), Financial Reporting, Financial Services, Financial Transactions, Forecasting, Government, Head of Finance, Information Design, Investment Management, Investment Services, Leadership, Machine Tool, Market Research, Market Trend Analysis, Marketing Communications, Metrics, Microsoft Excel, Microsoft PowerPoint, Mobile Applications, Mobile Devices, Modeling Languages, Performance Metrics, Presentation/Verbal Skills, Product Backlog, Product Demonstration, Product Design, Product Management, Product Planning, Quality Metrics, Query Analysis, Reporting Dashboards, Requirements Management, SQL (Structured Query Language), Small Business, Storytelling, Tableau, Technical/Engineering Design, Test Design, Test Scenario, Testing, Transaction Processing/Management, Treasury, Trend Analysis, Use Cases, User Experience Design (UXD), Validation Testing, Wealth Management, Writing Skills

About the Company

JPMorgan Chase & Co