J.P. Morgan Wealth Management- Executive Director, Planning Engine Area Product Owner

JPMorgan Chase • Wilmington, DE • 9h ago

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth Management (CWM), J.P. Morgan Advisors (JPMA), J.P. Morgan Personal Advisors (our remote advice channel), and Self-Directed (our digital investing platform). The combined business has ~$600 billion in Assets Under Management and over 5,000 advisors located across 3,500 branches and 20 offices.

As a Product Director in Wealth Management, you lead innovation through the development of advisor tools and platform that delight clients. As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.

As the Executive Director - Planning Engine Area Product Owner on the Wealth Plan team, you will lead innovation through the development of advisor tools and platforms that delight clients. You will leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation. You will inspire cross-functional teams to create groundbreaking solutions that address customer needs. You will be a highly effective and innovative person with deep expertise in financial planning tools and methodology. You will become a subject matter expert for Wealth Plan's Planning Engine methodology (including features, algorithm, and logic) and will continue to work with cross-LoB stakeholders to innovate and deliver product features on the roadmap.

Job Responsibilities

Develop deep understanding of existing JPMorgan Wealth Plan's Planning Engine in order to deliver future product road map and to support existing requirements

Act and develop skills as subject matter expert on wealth planning topics such as retirement planning, education funding, insurance and annuities planning, tax planning, estate planning

Act as a financial planning methodology thought leader for our business stakeholders and Technology partners on developing enhancements to Planning Engine, with an eye solving for best-in-class planning experiences for advisors and clients

Lead and conduct requirements sessions with stakeholders and Advisors as needed

Lead quad in delivering Planning Engine product features with high quality and accurate results

Lead team in enhancing documentation of algorithms and processes to ensure institutionalization of knowledge

Partner with risk control partners including Legal, Compliance, Risk, Audit to ensure compliance with internal and industry regulations

Lead the team in engaging with the firm's Model Governance process and ensure compliance

Required qualifications, capabilities, and skills:

Minimum of 10 years of related experience and a degree in quantitative discipline such as accounting, finance, economics, engineering, statistics, mathematics or a related field

Proven deep experience in building and delivering high quality planning engine for financial planning tools across the Wealth Management industry

Strong quantitative and analytical skills, including a firm grasp of financial and wealth projection, decision-making and optimization techniques

Proven track record in managing and leading teams, and ability to navigate complex organization structure and manage stakeholders

Strong executive communication skills with ability to adjust style for difference audiences

Intellectual curiosity and the ability to generate insightful and relevant approaches to driving goals-based advice, aligning the client and advisor experiences for superb outcomes

Must convey industry leading knowledge and credibility in front of team members and stakeholders

Bachelor degree required

Preferred qualifications, capabilities, and skills:

Recognized thought leader within financial planning

CFP certification preferred

Master degree in relevant fields preferred

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

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