Digital Planning & Advice Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a highly organized, versatile professional to advance our Planning and Advice Transformation, modernizing how advisors deliver planning and advice through a unified, digitally-enabled experience.

The role focuses on digitizing planning capabilities, evolving a unified planning system, and working across Tech, Product, and Business teams. The ideal candidate blends problem-solving with digital product fluency and a working knowledge of financial planning concepts,

Qualifications

• Experience in wealth management, private banking, or financial advisory services.
• Strategy, transformation, or advisory roles with multiple client or stakeholder engagements.
• Exposure to industry financial planning software platforms.
• Experience supporting advisor-facing digital tools or workflows.
• Familiarity with executive reporting cadences.

Responsibilities

• Play a central role in the Planning and Advice Transformation and advance the modernized planning experience for advisors.
• Support digital product initiatives across the Planning and Advice portfolio.
• Structure and drive transformation workstreams from framing to execution.
• Partner cross-functionally with Technology, Product, and Business teams to advance the unified planning system roadmap.
• Assist in digitization of new planning tools for advisors from requirements gathering through adoption.
• Synthesize information into clear recommendations and leadership-ready materials.
• Support advisor enablement through training materials and communications.
• Contribute to executive updates and weekly leadership progress updates.
• Act as a utility player across transformation initiatives as priorities evolve.

Skills

Cross-functional collaboration

Structured problem-solving

Hypothesis-driven mindset

Digital product fluency

Financial planning concepts

Multi-stakeholder coordination

Job description

Role Overview

The Digital Planning and Advice team is seeking a highly organized, versatile team member to play acritical role in advancing our Planning and Advice Transformation— modernizing how advisors deliver planning and advice through a unified, digitally-enabled experience. Serving as autility player, this person will contribute to digitizing new planning capabilities, supporting the evolution of a unified planning system, and working cross-functionally across Tech, Product, and Business partners. The ideal candidate bringsstructured problem-solving skills, a hypothesis-driven mindset, and the ability to bring clarity to ambiguous, fast-moving transformation workstreams. They blend digital product fluency with a working knowledge of financial planning concepts and thrive in a multi-tool, multi-stakeholder environment.

Key Responsibilities

• Play a central role in the Planning and Advice Transformation, helping advance the strategy, roadmap, and execution of a modernized, digitally-enabled planning experience for advisors.
• Support digital product initiatives across the Planning and Advice portfolio, contributing to a range of advisor-facing planning and advice capabilities.
• Structure and drive transformation workstreams from problem framing through execution, bringing clarity and pace to complex, cross-functional efforts.
• Partner cross-functionally with Technology, Product, and Business teams to advance the roadmap for a unified planning system.
• Assist in the digitization of new planning tools for advisors, from requirements gathering through launch and adoption.
• Synthesize information from multiple sources into clear recommendations, frameworks, and decision-ready materials for leadership.
• Support advisor enablement efforts including training materials, communications, and feedback loops tied to the transformation agenda.
• Contribute to executive-level updates and reporting, including input into weekly leadership updates on Planning and Advice Transformation progress.
• Act as a utility player— flexing across transformation initiatives as priorities evolve and plugging in where the team needs capacity most.

Preferred Qualifications

• Experience in wealth management, private banking, or financial advisory services
• Background in strategy, transformation, or advisory-type roles that required managing multiple client or stakeholder engagements simultaneously
• Exposure to industry financial planning software platforms
• Prior experience supporting advisor-facing digital tools or workflows
• Familiarity with executive reporting and status communication cadences