PB Digital – Alternatives Advisor / Client Experience Product Senior Associate
On-siteJersey City, New Jersey, United States
Job Summary
Partner with stakeholders to establish a vision for delivering new capabilities in alternatives investments. Lead market research to identify private market trends and collect advisor/client needs to drive product transformation. Draft requirements documents, build functionality roadmaps, and clarify business requirements for the engineering team. Define and measure product KPIs to track progress and prioritize enhancements. Collaborate with Technology, Design, and the advisor business to execute user-centric, design-led product solutions. Requires hands-on AI capability including prompt engineering, agent building, and prototyping. Bachelor's degree with 3–5 years in management consulting, product management, or financial services. J.P. Morgan Private Bank Digital.
Required Qualifications
- Bachelor's degree
- 3–5 years of experience in management consulting, product management, financial services, alternatives investments, wealth management, or related fields
- Understanding of product management and building software products, including roadmap planning, requirement gathering, design, prioritization, and execution
- Foundational understanding of alternative investments
- Product management fundamentals: ability to define user needs, translate business requirements into feature specifications, prioritize and build a roadmap, collaborate with key stakeholders, and support cross-functional execution
- Executive-ready communication and influence: ability to distill complex private markets technology concepts into compelling visual narratives for audiences ranging from frontline Advisors to senior leadership
- Design thinking and user-centered research: proficiency in discovery techniques, ability to support usability evaluation of alternatives interfaces, and to iterate on designs through direct engagement with end users
- Domain knowledge in alternative investments: knowledge across private equity, private credit, hedge funds, real estate, real assets, and structured products, including the lifecycle of commitments, capital calls, subscription workflows, fund onboarding, and performance monitoring for illiquid assets
- Highly self-motivated with the ability to remain calm under pressure
- Naturally curious mindset and a willingness to dig into the details
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Ability to work collaboratively in a fast-paced, dynamic environment
- Extremely curious about the investment landscape and trends within the alternatives space
- Command of AI fundamentals: ability to prompt effectively, build their own agents and skills, write and run evals, and develop working prototypes
- Demonstrated use of AI and genuine curiosity in the space with evidence of active, self-directed engagement with the current AI landscape
- AI-enabled product thinking: hands-on experience using leading AI tools available today for rapid prototyping
Desired Qualifications
- Advanced degree or relevant certifications
- Experience leading product management teams and/or workstreams
- Experience with AI products and solutions with a drive to push innovation
- Industry experience working within management consulting, wealth management, asset management, financial services
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