Digital Planning & Advice Associate

Aumni; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

JPMorganChase is seeking a highly organized professional to lead the Planning and Advice Transformation, modernizing how advisors deliver planning and advice through a digitally-enabled experience.

You will drive strategy, support advisor-facing digital tools, and coordinate across Tech, Product, and Business teams to accelerate the unified planning system. This role emphasizes structured problem-solving and hypothesis-driven work in a fast-moving environment.

Qualifications

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

Responsibilities

• Play a central role in the Planning and Advice Transformation and roadmap execution.
• 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.
• Assist in digitization of new planning tools for advisors from requirements to launch.
• Provide clear recommendations and leadership-ready materials.
• Support advisor enablement including training materials and feedback loops.
• Contribute to executive updates and weekly leadership progress reports.
• Flex across initiatives as priorities evolve and capacity is needed.

Skills

Wealth management experience

Strategy & transformation

Stakeholder management

Executive reporting

Digital tools for advisors

Tools

Industry 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

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. 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