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 planningAct 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 neededLead quad in delivering Planning Engine product features with high quality and accurate resultsLead team in enhancing documentation of algorithms and processes to ensure institutionalization of knowledgePartner 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 fieldProven 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 techniquesProven 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 outcomesMust convey industry leading knowledge and credibility in front of team members and stakeholdersBachelor degree required
Preferred qualifications, capabilities, and skills:
Recognized thought leader within financial planning CFP certification preferredMaster degree in relevant fields preferred