JPMorgan JP Morgan Wealth Management - Product Associate 

United States, Texas, Plano 

136521938

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Job summary:

As a Senior Product Associate on the Advisor Platform & Experiences team, you will be a key member of the team managing our Onboarding and Coverage tools such as the Rep Reassignment Tool and Investments Dashboard.

Job Responsibilities:

• Support Product Owners and Product Leads in the Advisor Platform and Experiences team
• Work with technical teams to address any production issues
• Determine critical business requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, task and workflow analysis
• Assist in the design, evaluation and analysis of business processes, systems and user needs
• Assist in creating test cases and leading User Acceptance Testing as needed
• Document requirements in various written formats to present to different groups
• Maintain user groups, roles and system entitlements
• Analyze user feedback and determine opportunities for future phases of product lifecycle
• Monitor and report on existing projects, timelines, delivery plans, and escalate issues in a timely manner
• Propose potential solutions to resolve current user pain points and identify areas of opportunity for technical improvement
• Perform in an environment that offers a wide degree of creativity and latitude with the expectation of high performance and results
• Work independently with users to define concepts and under direction of project managers
• Collaborate with developers and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs

Required qualifications, capabilities, and skills

• BS/BA degree - Accounting, Finance, or Business equivalent military experience
• 3+ years’ experience in financial services with the focus on clients, advisors, service, project management or support
• Ability to provide clear vision and documentation for project partners, including use cases, product/business requirements, timelines and user stories
• Solid analytical skills and writing skills, to capture and document business requirements
• Ability to communicate clearly and confidently; able to influence stakeholders
• Ability to work independently and on a team; agility to adapt to a fast-paced environment and handle working within strict timelines
• Experience in Agile methodology and Jira
• Strong ability to manage changes to scope, roadmap, and backlog
• Advanced MS Office skills – Excel, Word, PowerPoint

Preferred qualifications, capabilities, and skills

• Relevant hands-on business and technical background preferred
• Excellent verbal and written communication skills and the ability to interact professionally with key stakeholders
• Ability to directly address conflicts and escalate issues where appropriate
• Ability to tailor communications (i.e., high level vs detailed level) based on the audience it pertains to