About US Private Bank (USPB):
With more than 160 years of experience, J.P. Morgan Private Bank delivers the highest quality advice, service, capabilities, and products to wealthy individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a platform of both depth and breadth.
Role Summary
The Digital Product Owner for AI Enablement and Portfolio Holdings & Tax supports two priorities: enabling product teams to use AI responsibly and effectively, and driving execution for advisor- and client-facing Portfolio Holdings & Tax experiences in a regulated financial environment.
- AI enablement: Contribute to an AI enablement working group by executing the established vision and roadmap through tools, standards, and practitioner training.
- Portfolio Holdings & Tax: Drive roadmap execution for holdings visibility and tax reporting capabilities, improving end-to-end advisor and client experiences.
Key Responsibilities — AI Enablement (Tools, Training, and Standards)
- Execute the AI enablement working group roadmap, translating enterprise direction into practical, repeatable product workflows that improve discovery, delivery, and operational outcomes.
- Develop and maintain practical playbooks, prompt standards, templates, and “how we work” patterns for product teams, including guidance on appropriate human oversight and use-case prioritization.
- Support selection, rollout, and continuous optimization of approved AI tools used by Product Owners and product teams, ensuring usability and measurable productivity and quality improvements.
- Partner with technology, risk, compliance, legal, and information security to align enablement artifacts and tool usage patterns with governance expectations (model risk management, privacy, and security).
- Deliver enablement programs (training, office hours, communities of practice) and track adoption and outcomes to continuously refine curricula, workflows, and tool configurations.
Key Responsibilities — Portfolio Holdings and Tax Product Roadmap (Advisor and Client Tools)
- Shape, prioritize, and deliver a roadmap for advisor- and client-facing capabilities that improve holdings management and tax reporting experiences.
- Translate user needs, operational constraints, and regulatory considerations into clear requirements, user stories, and acceptance criteria that design and engineering teams can execute.
- Manage the day-to-day product delivery cadence, including backlog refinement, sprint planning support, release readiness, and stakeholder communications.
- Identify and actively manage dependencies across platforms, data services, and downstream reporting functions to protect delivery timelines and experience quality.
- Partner with design, engineering, data, and operations to improve outcomes through experimentation, telemetry, and continuous refinement, with focus on trust drivers (accuracy, explainability where relevant, and timely issue resolution).
Required Qualifications
- 3+ years of experience in digital product management, product ownership, or a closely related role delivering customer-facing and/or enterprise products.
- Strong execution skills, including backlog management, requirements definition, and translating strategy into deliverable increments
- Practical familiarity with applied AI in product contexts (for example, supporting discovery, documentation, testing, and decision-making).
- Ability to communicate AI limitations, risks, and appropriate controls clearly to non-technical stakeholders.
- Experience working in regulated environments and collaborating with risk, compliance, legal, and information security partners.
Preferred Qualifications
- Experience supporting wealth management, brokerage, portfolio reporting, and/or tax-related products.
- Demonstrated focus on data lineage, accuracy, and customer trust as core product outcomes.
- Familiarity with responsible AI governance concepts (for example, model risk, privacy-by-design, and responsible AI practices).
- Experience building enablement content such as playbooks, templates, training programs, or internal practitioner communities.
Key Skills and Competencies
- Product judgment and prioritization, including making and communicating trade-offs across customer value, feasibility, and risk.
- Crisp written and verbal communication, producing concise and reusable product artifacts and enablement materials.
- Ability to translate AI capabilities and constraints into scalable product-team practices, workflows, and standards.
- Cross-functional influence without authority across engineering, design, data, operations, and second-line risk partners.
- Analytical rigor in defining metrics, instrumenting products and processes, and using data for prioritization and continuous improvement.