JPMorganChase Logo

JPMorganChase

J.P. Morgan Wealth Management - Senior Associate, Product - AI

Reposted An Hour Ago
Be an Early Applicant
Hybrid
Plano, TX
Senior level
Hybrid
Plano, TX
Senior level
Partner with financial advisors and stakeholders to identify AI opportunities, build and test assistant capabilities, and move prototypes into production. Use user feedback, data, and business strategy to guide product decisions. Track adoption and impact, support rollout and training, communicate with leadership, and stay current on AI and wealth management developments.
The summary above was generated by AI

AI is central to our long-term growth, and you can help shape how it shows up for advisors and clients across the firm. You’ll partner directly with financial advisors and teams to turn real pain points into practical AI capabilities. You’ll grow your product craft and technical edge while working with technologists, designers, and business stakeholders. Join a team that values hands-on building, user feedback, and meaningful impact, with strong career mobility and development opportunities.

As an AI Product Associate for the Advisor Platforms and Experience AI team, you will work alongside financial advisors to understand their day-to-day workflows and identify where AI can help. You will build and ship capabilities for our AI assistant, sometimes hands-on using AI coding tools and sometimes in close partnership with technology and design teams. You will test ideas with users early and use feedback and data to decide what moves forward. You will ensure what we deliver aligns to broader business strategy while meeting today’s ever-changing needs.


Job responsibilities:

  • Partner with advisors, service teams, and home office partners to understand workflows and identify where AI can help
  • Build agents, skills, and other features for our AI assistant using AI coding tools and in partnership with technology and design teams
  • Prototype and test ideas with users early and use their feedback to decide what moves forward
  • Collaborate with technologists, design partners, and business stakeholders to move prototypes into production
  • Ensure delivered capabilities align with broader business strategy and meet today’s ever-changing needs
  • Track usage, feedback, and business impact after launch
  • Support rollout, training, and communications for new capabilities across the field and home office
  • Prepare updates and materials for senior leadership
  • Stay current on developments in AI and wealth management

Required qualifications, capabilities, and skills

  • At least 1 year of post-MBA experience in product management, strategy, consulting, or a related field
  • Hands-on experience building with AI coding tools
  • Technical aptitude and comfort working closely with engineering and technology teams
  • Ability to understand user needs and turn them into practical solutions
  • Ability to connect product decisions to business strategy
  • Comfort with ambiguity and changing priorities
  • Strong written and verbal communication skills
  • Experience using data and user feedback to make decisions

Preferred qualifications, capabilities, and skills

  • Experience in wealth management or financial services
  • Experience building or launching AI products
  • Background in consulting or digital product
  • Examples of things you’ve built, at work or on your own

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
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.

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.

JPMorganChase San Francisco, California, USA Office

San Francisco, CA, United States

Similar Jobs

32 Minutes Ago
In-Office
Senior level
Senior level
Cloud • Information Technology • Machine Learning
Performs operations accounting responsibilities for CoreWeave, supporting accurate financial reporting and accounting processes. The posting provides general compensation, benefits, export-control, and equal-opportunity information but does not detail specific daily duties or qualifications.
33 Minutes Ago
In-Office
139K-185K Annually
Senior level
139K-185K Annually
Senior level
Cloud • Information Technology • Machine Learning
Administer and scale Jira, Confluence, Asana, and other productivity platforms. Design workflows, permissions, governance, integrations, dashboards, and automations using REST APIs, Python, and Go. Support agile development, platform security, compliance, provisioning, reliability, and scalability. Partner with technical and non-technical stakeholders, document configurations, train teams, and participate in an on-call escalation rotation for IT Support and Operations.
Top Skills: AnsibleAsanaConfluence CloudGitGitlabGoGoogle WorkspaceJira CloudKubernetesPythonRest ApisSlackTerraformZoom
43 Minutes Ago
Hybrid
119K-153K Annually
Senior level
119K-153K Annually
Senior level
Fintech • Mobile • Payments • Software • Financial Services
Partner with commercial and delivery teams to build scalable reporting, KPIs, dashboards and forecasts. Analyse sales, pre-sales and delivery performance to reduce time-to-revenue, improve deal velocity, and provide data-driven recommendations to drive commercial growth.
Top Skills: AirflowDbtGitLookerPythonSnowflakeSQL

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account