JPMorganChase · 1 hour ago
Wealth Management Solutions, Donor Advised Fund Product Associate
New York, NY
Full-time
Onsite
Mid Level
3+ years expJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. They are seeking an Associate Product Manager to support the Donor Advised Fund product offering, focusing on digitalizing product workflow tools and enhancing the client and advisor experience.
Asset ManagementBankingFinancial Services
Responsibilities
Support cross-functional teams to improve operating models and value propositions for DAF products, with a focus on trading, investment, and digital client/advisor experience
Collaborate with digital product teams to develop and enhance investment workflow tools and client-facing features that streamline processes and support philanthropic objectives
Assist in project management from strategy development through agile implementation, with attention to investment execution, asset servicing, and regulatory compliance
Research and analyze new product capabilities and features based on client/advisor demand and market trends, especially in investment options and philanthropic solutions
Prepare documentation, including use cases, product requirements, and wireframes to support UX design, technology development, and operations
Work with Legal, Compliance, and Risk partners to address regulatory requirements and support risk management in trading and investment activities
Contribute to executive updates on performance metrics, delivery status, and client/advisor feedback, with a focus on investment performance, trading efficiency, and digital experience
Assist in go-to-market strategy and rollout of new investment-related offerings, ensuring clear communication and positioning to clients, advisors, and stakeholders
Help identify and manage interdependencies across initiatives to support successful product launches and continuous improvement of digital workflow tools
Qualification
Required
Bachelor's degree, preferably in Business Administration, Finance, Economics, or a related field
3+ years of experience in financial services or strategy consulting, with exposure to wealth management, capital markets, or investment support
Proficiency in data analytics, Excel, PowerPoint, and problem solving
Strong communication and collaboration skills; able to work effectively with stakeholders at various levels
Ability to perform under pressure, multitask, and adapt quickly in a dynamic environment
Preferred
Direct experience in trading, investment management, or related financial services roles is preferred
Additional certifications (CFA, CFP, CMT) are a plus
Experience in project planning and product management is a plus
Passionate about digital innovation, diversity & inclusion, and delivering industry-leading financial and philanthropic solutions
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-13
2026-01-08
Crunchbase News
2026-01-08
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