Chase · 1 month ago
Wealth Management Solutions, Donor Advised Fund Product Associate
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Mid Level
$83K/yr - $123K/yr
3+ years expChase is seeking an Associate Product Manager to join their Wealth Management Solutions team, focusing on the Donor Advised Fund product offering. The role involves shaping strategy, designing product features, and enhancing the client and advisor experience through digital tools and investment processes.
BankingFinancial 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
Passionate about digital innovation, diversity & inclusion, and delivering industry-leading financial and philanthropic solutions
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
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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