Job DescriptionAI is central to our long-term growth, and you can help shape how it shows up for advisors and clients across the firm. You'll partner directly with financial advisors and teams to turn real pain points into practical AI capabilities. You'll grow your product craft and technical edge while working with technologists, designers, and business stakeholders. Join a team that values hands-on building, user feedback, and meaningful impact, with strong career mobility and development opportunities.
As an AI Product Associate for the Advisor Platforms and Experience AI team, you will work alongside financial advisors to understand their day-to-day workflows and identify where AI can help. You will build and ship capabilities for our AI assistant, sometimes hands-on using AI coding tools and sometimes in close partnership with technology and design teams. You will test ideas with users early and use feedback and data to decide what moves forward. You will ensure what we deliver aligns to broader business strategy while meeting today's ever-changing needs.
Job responsibilities:- Partner with advisors, service teams, and home office partners to understand workflows and identify where AI can help
- Build agents, skills, and other features for our AI assistant using AI coding tools and in partnership with technology and design teams
- Prototype and test ideas with users early and use their feedback to decide what moves forward
- Collaborate with technologists, design partners, and business stakeholders to move prototypes into production
- Ensure delivered capabilities align with broader business strategy and meet today's ever-changing needs
- Track usage, feedback, and business impact after launch
- Support rollout, training, and communications for new capabilities across the field and home office
- Prepare updates and materials for senior leadership
- Stay current on developments in AI and wealth management
Required qualifications, capabilities, and skills- At least 1 year of post-MBA experience in product management, strategy, consulting, or a related field
- Hands-on experience building with AI coding tools
- Technical aptitude and comfort working closely with engineering and technology teams
- Ability to understand user needs and turn them into practical solutions
- Ability to connect product decisions to business strategy
- Comfort with ambiguity and changing priorities
- Strong written and verbal communication skills
- Experience using data and user feedback to make decisions
Preferred qualifications, capabilities, and skills- Experience in wealth management or financial services
- Experience building or launching AI products
- Background in consulting or digital product
- Examples of things you've built, at work or on your own
About UsChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
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