Financial Product Management - Product Conversion for Youth, Starter & Family Banking

Job Description

Join the Youth, Family & Starter segment to lead the product conversion and graduation strategy for the next generation of customers. This role sits at the intersection of customer strategy, product experience, and business performance, ensuring customers seamlessly transition to the next best product as their needs evolve.

As a Financial Product Manager on the Consumer Bank Youth, Family and Starter Financial Product team, you will own graduation and conversion end-to-end, shaping strategy, influencing stakeholders, and driving measurable improvements in graduation rates, retention, and funnel performance across multiple channels.

Job responsibilities

• Own the end-to-end graduation and product conversion strategy, defining when, how, and to which product customers transition based on lifecycle stage and behavioral signals.

• Define and prioritize customer problems and use cases related to graduation, conversion, and retention, translating insights into clear strategies and product roadmaps aligned to business objectives and regulatory requirements

• Own conversion performance management, including defining success metrics, analyzing funnel performance, and leading structured test-and-learn programs to improve throughput and retention.

• Define customer segmentation and trigger strategies (age, balance, behavioral milestones) to drive relevant conversion offers.

• Collaborate with product, design and digital experience teams to optimize conversion flows, minimize friction, and reduce drop‑off across digital and assisted channels.

• Partner closely with acquisition and engagement marketing teams to design and execute campaigns that drive awareness of graduation eligibility, incentives, and benefits.

• Work with field partners to equip bankers and retail operations specialists with the tools, training, and processes needed to identify graduation moments and execute seamless conversions.

• Design and manage risk and control frameworks within conversion experiences, ensuring compliance.

Required qualifications

• Deep expertise in customer lifecycle and conversion strategy, including defining criteria and optimizing funnel performance.

• 7+ years of experience in product management, growth, or customer strategy in financial services or a regulated industry.

• Proven track record of improving conversion rate, retention, or funnel efficiency using data-driven insights.

• Strong analytical skills with ability to diagnose funnel performance gaps and translate insights into strategy.

• Experience leveraging customer segmentation and behavioral data to drive targeted conversion strategies.

• Experience building and managing risk and control frameworks in customer-facing journeys.

• Proven ability to influence cross-functional teams across Product, Marketing, Analytics, Risk, and Field.

• Executive communication skills with ability to translate analytics into decisions.

• Ability to operate in ambiguity and build capabilities from the ground up.

About Us

Chase 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 Team

Our 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.