Chief, Financial Planning Tools & Strategy

JPMorgan Chase & Co.; New York (NY); Hybrid; USD 300,000 - 420,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an experienced executive to lead the strategy for advisor financial planning tools within Wealth Management. You will define the vision, drive adoption, and ensure tools meet advisor and client needs while partnering with product and technology leaders.

Key responsibilities include roadmapping, multi-year planning, training program development, and coordinating with field leadership to embed tool fluency into advisor development and client engagements.

Qualifications

• Experience leading financial planning tool strategy in wealth management.
• Proven ability to align advisor needs with technology roadmaps.
• Strong executive communication and stakeholder influence.

Responsibilities

• Define and execute strategic vision for financial planning tools across the organization.
• Assess planning tools landscape, identify gaps, and develop a multi-year roadmap.
• Drive adoption and engagement through targeted interventions with field leaders.
• Represent requirements in product reviews and upgrade cycles for meaningful outcomes.
• Partner with product, technology, and vendor teams to manage contracts and implementations.
• Oversee support teams and develop advisor-facing training materials and programs.
• Develop and execute communications for tool updates and launches.

Skills

Leadership

Financial planning

Cross-functional collaboration

Executive communication

Change management

Stakeholder management

Technology adoption

Education

CFP or JD preferred

Tools

Moneyguide Pro

eMoney

Wealth Bench

NaviPlan

Job description

JPMorgan Chase & Co. in New York seeks an experienced executive to lead the strategy for advisor financial planning tools within Wealth Management. You will define the vision, drive adoption, and ensure tools meet advisor and client needs while partnering with product and technology leaders.

Key responsibilities include roadmapping, multi-year planning, training program development, and coordinating with field leadership to embed tool fluency into advisor development and client engagements.