Leads product portfolio operations for an AI-powered personalization platform by managing planning cycles, governance cadences, OKRs, dashboards, risk tracking, capacity views, and executive reporting. Synthesizes portfolio performance into decision-ready insights, drives cross-functional alignment across Product and Engineering, strengthens controls and readiness, and improves transparency through standardized processes, metrics, and leadership narratives.
Bring your operating discipline to a team building the future of personalized customer experiences. Here, you'll turn complex portfolio dynamics into clear, decision-ready insights that shape how products get planned, built, and delivered. You'll grow your influence across Product, Engineering, and senior leadership while sharpening skills in planning, governance, and executive communication. If you thrive on transparency, structure, and driving alignment in a fast-moving environment, this is your opportunity to make an impact at scale.
Consumer & Community Banking Personalization & Insights is expanding its AI-powered personalization platform to deliver more relevant, seamless, and effective customer experiences.
As a Senior Product Associate on the Personalization & Insights team, you will operate at the intersection of Product, Engineering, and key stakeholders, providing end-to-end visibility into how the product portfolio is planned, built, released, and operationalized. You will help drive portfolio management and operating discipline by leading planning cycles, strengthening operating rhythms, improving transparency and communications, and advancing controls and readiness.
Job responsibilities
- Define, track, and analyze Objectives and Key Results (OKRs) and key business metrics to identify performance trends and opportunities.
- Synthesize portfolio dynamics and performance drivers into actionable insights and recommendations that support strategic decision-making.
- Develop business reviews and executive-ready materials, including clear narratives and concise key messages for senior leaders.
- Partner across a highly matrixed organization to drive alignment, accountability, and timely decision-making.
- Operationalize quarterly and continuous planning cycles, including calendars, templates, milestones, and a clear definition of ready.
- Improve transparency through dashboards, RAID tracking (risks, issues, assumptions, and dependencies), and plan-versus-actual reporting.
- Strengthen operating rhythms by standardizing templates, due dates, quality checks, pre-reads, and portfolio consolidation.
- Create a consistent portfolio view of priorities, milestones, dependencies, and capacity, identifying gaps where commitments are not supported by available capacity or clear dependency plans.
- Drive disciplined risk tracking and path-to-green plans by ensuring every red or yellow item has an owner, next actions, a decision request, and a clear review date.
- Advance continuous controls improvement and readiness by partnering with the team to keep the control inventory and process maps current.
- Develop crisp leadership narratives that summarize portfolio performance against priorities, highlight key exceptions and risks, and clarify where executive support is needed.
Required qualifications, capabilities, and skills
- 5+ years of experience or equivalent expertise in product management or a relevant domain area
- Advanced knowledge of the product development life cycle, design, and data analytics
- Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
- Experience in product portfolio operations, strategy, or operations within a matrixed environment.
- Demonstrated ability to lead planning and governance cadences and drive cross-team execution and follow-through.
- Experience building management reports and dashboards and defining meaningful metrics, including OKRs and Key Performance Indicators (KPIs), from ambiguous problem statements.
- Project or program management experience across multiple concurrent workstreams with cross-team dependencies.
- Ability to influence without direct authority and align stakeholders with competing priorities.
- Strong communication skills, with the ability to synthesize complex inputs into concise, decision-ready narratives.
- Proficiency with Jira, Jira Align, and Confluence, along with advanced Excel skills.
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Preferred qualifications, capabilities, and skills
- Demonstrated prior experience working in a highly matrixed, complex organization
- Familiarity with portfolio management practices and artifacts, including OKRs, quarterly planning, prioritization frameworks, dependency management, and capacity planning.
- Experience supporting controls and audit processes, including evidence collection, issue remediation, and status tracking.
- Familiarity with AI-assisted tools that improve workflow productivity, such as Claude, Copilot, or LLM Suite.
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
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.
The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions with their money. Teams enable innovation while adhering to the firm’s data sharing principles of security, customer control and convenience, and privacy.
JPMorganChase San Francisco, California, USA Office
San Francisco, CA, United States
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