JPMorganChase · 9 hours ago
J.P.Morgan Wealth Management - Wealth Aggregation & Analytics Product Associate
Jersey City, NJ
Full-time
Onsite
Mid, Senior Level
$100K/yr - $150K/yr
5+ years expJPMorganChase is a leading financial services firm, and they are seeking a Wealth Aggregation Product Associate to lead the integration and adoption of the Addepar aggregation software for ultra-high net worth clients. The role involves serving as a subject matter expert, supporting advisors and clients, and driving the product roadmap while collaborating with various teams to meet client needs.
Asset ManagementBankingFinancial 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
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
2026-01-23
2026-01-22
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