J.P. Morgan Wealth Management, Product Associate, Advisor Platforms and Experience
Company: JPMorgan Chase & Co.
Location: Plano
Posted on: April 2, 2026
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Job Description:
Description As a Product Associate on the Advisor Platforms and
Experience product team, you will be instrumental in developing an
AI-driven agent ecosystem for JPMorgan US Wealth Management,
supporting over 6,000 advisors and service team members. This role
is perfect for individuals who are passionate about leveraging
generative AI to enhance the advisor experience, driving
productivity and efficiency. You will work closely with various
stakeholders to drive product execution, navigating ambiguity,
shifting priorities, and building and growing this innovative AI
agent ecosystem. Job Responsibilities: Collaborate with product
managers and stakeholders to execute product strategy, focusing on
delivering AI agents to advisors and service teams. Prepare and
present materials for senior executive review, including updates on
AI agent deployment and performance metrics. Drive change
management and field readiness processes to ensure successful
adoption of AI agents by advisors and service teams. Utilize data
analytics, product metrics, and user feedback to prioritize and
refine AI agent features and functionalities. Conduct competitor
and industry research to inform AI agent development and ensure
competitive advantage. Identify and address implications of data
and analysis with the team, supporting cross-product
prioritization. Facilitate omni-channel roll-out and feedback
collection to continuously improve AI agent performance and user
satisfaction. Lead AI enablement initiatives, including training
programs and strategic communications, to support the integration
of AI agents into the advisor workflow. Required Qualifications,
Capabilities, and Skills: 5 years of experience in wealth
management, generative AI, product management, or similar roles,
preferably with experience managing strategic or transformational
change. Proven ability to deliver complex projects and apply a
range of analytical tools to develop solutions. Strong
interpersonal, presentation, and influencing skills – ability to
collaborate and build relationships with colleagues at all levels.
Advanced MS Excel and PowerPoint skills. Passionate about learning
new trends in the industry and staying updated on AI developments.
Experience being part of a delivery team that spans multiple
initiatives, with varying timelines, priorities, and complexities,
delivering AI agents to advisors and service teams. Ability to
prioritize tasks, say ‘no’ when required, and ensure the
organization is on track to execute against the product roadmap and
deliver strategic change. Execute via successful internal
partnerships with other organizations. Contribute by sharing
diverse points of view and help build consensus. Preferred
Qualifications, Capabilities, and Skills: “Self-starter” with the
ability to manage modules and problem-solve with a certain level of
guidance. Structured thinker, effective communicator with excellent
written communication skills. Previous experience in management
consulting and digital product desired. M.B.A. or graduate degree
in a relevant field desired To be eligible for this position, you
must be authorized to work in the United States. We do not offer
any type of employment-based immigration sponsorship for this
position. Likewise, JPMorgan Chase & Co., will not provide any
assistance or sign any documentation in support of any other form
of immigration sponsorship or benefit including optional practical
training (OPT) or curricular practical training (CPT).
Keywords: JPMorgan Chase & Co., Arlington , J.P. Morgan Wealth Management, Product Associate, Advisor Platforms and Experience, IT / Software / Systems , Plano, Texas