Digital Planning & Advice Associate

JPMorgan Chase; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase seeks a highly organized, versatile team member to advance Planning and Advice Transformation. This role supports digitizing planning capabilities, evolving a unified planning system, and cross-functional collaboration with Tech, Product, and Business partners.

The candidate brings structured problem solving, hypothesis-driven mindset, and experience in financial planning concepts within a multi-tool, multi-stakeholder environment.

Qualifications

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

Responsibilities

• Play a central role in the Planning and Advice Transformation, shaping strategy, roadmap, and execution for a modern planning experience.
• Support digital product initiatives across the Planning and Advice portfolio for advisor-facing capabilities.
• Structure and drive transformation workstreams from framing to execution with clear pace.
• Partner with Technology, Product, and Business teams to advance the unified planning system roadmap.
• Assist in digitizing new planning tools from requirements through launch and adoption.
• Synthesize information into clear recommendations and leadership materials.

Skills

Wealth management

Strategy & transformation

Stakeholder management

Executive communication

Tools

Financial planning software

Job description

Role Overview

The Digital Planning and Advice team is seeking a highly organized, versatile team member to play a critical role in advancing our Planning and Advice Transformation - modernizing how advisors deliver planning and advice through a unified, digitally-enabled experience. Serving as a utility 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 brings structured 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