Chase · 14 hours ago
J.P.Morgan Wealth Management - Wealth Aggregation & Analytics Product Associate
480 Washington Blvd, Jersey City, NJ, 07310, US
Full-time
Onsite
Mid, Senior Level
$100K/yr - $150K/yr
5+ years expChase is a leading financial services firm focused on helping clients achieve their financial goals. The Wealth Aggregation Product Associate will lead the integration and adoption of Addepar software for ultra-high net worth clients, serving as a subject matter expert and key point of contact for product support and feature delivery.
BankingFinancial Services
Responsibilities
Work closely with financial advisors to understand complex client needs and communicate the value proposition of the Addepar Aggregation solution to meet the client needs
Assist advisors and clients with the onboarding of internal and external investment assets and establish a client account and ownership hierarchy
Facilitate the aggregation of illiquid private investments into the client Addepar solution
Assist reporting operations teams and advisors with client inquiries
Serve as the product subject matter expert and key escalation point for training and inquiry resolution to ensure consistent production quality
Coordinate with other product teams to agree on delivery expectations and work through blockers
Define and groom product feature requirements through the agile framework
Prioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams' capacity
Collaborate with the delivery manager to manage workflow of Stories and Epics in Jira/Align for accurate reflection of progress completion
Work with technology teams to prioritize and plan product releases
Partner with product finance partners to ensure Addepar engagement is kept current with respect to third party vendor management, budgeting & payment processing
Partner with legal, risk, compliance and controls to ensure the product is delivered to advisors and clients within the current reporting standards
Qualification
Required
Prior experience with Addepar or external portfolio aggregation software services
5+ years of experience in the financial services industry, with 1+ in product management
Undergraduate degree
FINRA SIE and Series 99 required within 120 days of hire
Prior experience with administration of Addepar or other external portfolio aggregation software services required
Product management experience
Experience in portfolio reporting and investment performance methodologies with an understanding of complex investment products
Experience with Jira, Align, agile product development and software delivery lifecycle
Proven experience working with senior management and front office financial advisors
Effective communicator with excellent written communication skills
Proven track record of new product feature creation and delivery
Preferred
Ability to influence people at all levels across a broad variety of job functions
Demonstrated ability to manage tight delivery timelines and calmness under pressure
Excels in a dynamic environment that changes due to external factors and new priorities
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
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
2026-01-24
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