J.P. Morgan Wealth Management
10 hours ago
Job DescriptionThe . Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, . Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As a Senior Product Associate in Wealth Management Servicing, you contribute to the team by leveraging your expertise in product development to create innovative products that increases the productivity of our operations and advisors. You will develop and refine the workstream’s roadmap, develop business requirements, drive their execution, and support the products through its lifecycle in collaboration with a wide range of partners and stakeholders. You will exhibit strong client focus, intellectual curiosity, creative problem-solving skills, strong communications acumen, and ability to prioritize and structure the work effectively to achieve a desired outcome within a specified time frame. Motivated candidates with technology, design, research, or operations background are welcome to apply. Job responsibilities Collaborate with a wide array of business, technology, marketing, legal, and compliance partners to continuously build, refine, and evolve the product roadmap Develop and maintain clear documentation of the scope, business requirements, use cases, workflows, wireframes, and other materials as needed to support UX research, design and development Critically evaluate information gathered from multiple sources and ensure consistency; determine cross impacts; distinguish user requests from the underlying user needs Analyze and synthesize key themes from product analytics, user experience research, competitive and market analysis, and company goals to drive product planning Facilitate QA execution in partnership with relevant Technology and peer Product teams Drive the UAT execution and Production validations to ensure the delivered solution ties back to the requirements Support the data driven approach to product development based on inputs such as web analytics, call center data, client feedback etc Support the escalations and provide subject matter expertise into Production issues and incidents resolution Team up and work closely with peer product groups on major business initiatives requiring complex, multi-faceted solutions Evangelize the US Wealth Management team's products and advance its vision and culture Required qualifications, capabilities, and skills 3+ years of experience or equivalent expertise in product management or a relevant domain area Proficient knowledge of the product development life cycle Experience in product life cycle activities including discovery and requirements definition Developing knowledge of data analytics and data literacy
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J.P. Morgan Wealth Management
1 day ago
Plano, Texas, United States JPMorganChase Full timeDescriptionThe J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions, serving a...
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J.P. Morgan Wealth Management
4 weeks ago
Plano, United States JPMorganChase Full timeJ.P. Morgan Wealth Management - Vice President, Lending Specialist 1 day ago Be among the first 25 applicants Job Description The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and...
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J.P. Morgan Wealth Management
2 weeks ago
Plano, United States Chase Full timeClient Service LeaderThe J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions,...
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J.P. Morgan Wealth Management
4 weeks ago
Plano, United States JPMorgan Chase Full timeLending SpecialistThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and...
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J.P. Morgan Wealth Management
2 days ago
Plano, United States JPMorgan Chase Full timeBusiness Development Support ManagerShape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.As the Business Development Support...
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J.P. Morgan Wealth Management
2 days ago
Plano, United States Chase Full timeBusiness Development Support ManagerShape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.As the Business Development Support...
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Plano, Texas, United States JPMorganChase Full timeJOB DESCRIPTIONJoin the J.P. Morgan Wealth Management Service Center Team, where our investment professionals work in a team-based, call center environment. We assist clients and prospects with investment account service requests and inquiries over the telephone, serving as experts on our online brokerage platform. Our focus is on delivering quality...
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J.P. Morgan Wealth Management
4 days ago
Plano, United States Texas Staffing Full timeBusiness Development Support ManagerShape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development...
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Plano, United States JPMorgan Chase & Co. Full timeAt . Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusionAs an Unlicensed Investment Professional in . Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors...
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Plano, United States JPMorgan Chase & Co. Full timeAt . Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in . Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when...
