Private Bank, Digital Product Manager, Executive Director
J.P. Morgan
Product
Executive Director – Planning Engine Lead
JPMorganChase | Digital Team
About the Role
We are seeking a highly skilled and visionary Executive Director to join the JPMorganChase Digital Team as the lead architect and subject-matter expert behind the planning engine that powers our suite of planning tools. This is a high-impact leadership role at the intersection of engineering excellence, strategic product thinking, and cutting-edge AI adoption. You will own the end-to-end development, optimization, and evolution of the core engine, ensuring it delivers robust, scalable, and intelligent planning capabilities to the business.
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
• Evaluate and adopt modern frameworks, technologies, and design patterns to keep the engine at the forefront of industry best practices
• Identify opportunities to integrate AI into the engine itself — such as predictive modeling, optimization algorithms, or intelligent automation
• Lead and conduct requirements sessions with stakeholders and Advisors as needed
• Deliver 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
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
We are seeking a highly skilled and visionary Executive Director to join the JPMorganChase Digital Team as the lead architect and subject-matter expert behind the planning engine that powers our suite of planning tools.