Justin Lam · New York

Lead product designer at JPMorgan Chase, building high-stakes financial products that scale to millions of clients and move billions in assets.

At JPMorgan Wealth Management, I lead design on the self-directed investing platform, a consumer web and mobile product serving 770K monthly active clients and 8.9M monthly sessions. My work spans funnel and conversion redesigns, discovery and engagement, brand-new account experiences, and AI-assisted product design.

Ten years in, what's stayed consistent is a belief that strong product design means pairing a clear narrative with a high quality bar, partnering deeply with engineering and product, and shipping work that moves the business.

Case studies

Three projects that shaped how clients invest, transfer, and discover at JPMorgan Wealth Management.

Reimagining how clients move money to JPMorgan.

A redesign of JPMorgan Wealth Management's external asset transfer (ACAT) flow. Through data analytics we focused on three key drop-off areas, streamlining the flow by 50% and using AI to eliminate client errors.

50%
Reduction in flow length
$1.2B
AUM at stake annually
6 → 1
Fields replaced by AI
ACAT case study thumbnail
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Reimagining how clients discover their next investment.

A brand new product that allowed clients to discover and consider new investment ideas. Partnering with research, analysts, and engineering, we built a curated browsing experience for clients who needed inspiration, not just a search bar.

2×
Client engagement (33→66%)
3.5×
Discovery-to-quote conversion
25%
Same-session trade rate
Explore case study thumbnail
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Designing a savings account for the next generation.

A two-week 0-to-1 sprint to design JPMorgan's response to the federal Trump Accounts program. I led the vision across product, design, and tech, producing the reference designs that became the foundation for the production build.

2 wks
Sprint to leadership-ready vision
3 orgs
Aligned on one plan
Q4 '26
Shipping alongside federal launch
Trump Accounts case study thumbnail
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About

Ten years designing high-scale consumer products, focused on the moments where users decide.

I'm a Lead Product Designer based in New York. Currently at JPMorgan Chase in Wealth Management, where I've spent the last three years on the self-directed investing platform. Before that I was a Senior Product Designer at Ogilvy and a Manager and UX/UI Designer at UrbanFT, where I built the company's first design system and led a 3-person product design team.

My focus is end-to-end consumer product design on web and native. Funnel and conversion work, 0-to-1 product design, account experiences, and AI-assisted design workflows. I lean heavily on rapid iteration with product and engineering partners, and I care about the narrative around the work as much as the work itself.

Design & Research
Product design · Interaction design · 0-to-1 · End-to-end · Funnel optimization · A/B testing · User research · Information architecture · Design systems · Prototyping
Leadership & Strategy
Executive influence · Product strategy · Senior leadership alignment · Stakeholder management · Cross-functional collaboration · Storytelling · Mentorship
Tools & AI
Figma · Cursor · Jira · Claude · ChatGPT · Copilot · AI prototyping
Domains
Growth · Consumer web & native · Acquisition · Engagement & retention · Onboarding · Fintech · 0-to-1 product