Head of Wealth Plan Advisor Experience

JPMorganChase; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

JPMorganChase seeks a Head of Wealth Plan Advisor Experience to drive product innovation in their proprietary financial planning platform. The role involves overseeing product development, leading a team, and ensuring business growth through effective stakeholder engagement and strategic vision.

Benefits

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Qualifications

• 8+ years in financial planning products or technology applications.
• Extensive knowledge in product development and risk management.
• Proven ability to influence product lifecycle activities.

Responsibilities

• Oversees the Financial Planning advisor product roadmap.
• Leads the entire product life cycle through planning and execution.
• Coaches and mentors the product team on best practices.

Skills

Financial planning subject matter expertise

Product development life cycle knowledge

Stakeholder management

Data analytics

Education

CFP certification preferred

Job description

Join to apply for the Head of Wealth Plan Advisor Experience role at JPMorganChase

1 week ago Be among the first 25 applicants

Join to apply for the Head of Wealth Plan Advisor Experience role at JPMorganChase

Get AI-powered advice on this job and more exclusive features.

Job Description

Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future of JPMorganChase’s proprietary financial planning platform (Wealth Plan) with your strategic vision and influence.

Job Description

Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future of JPMorganChase’s proprietary financial planning platform (Wealth Plan) with your strategic vision and influence.

Summary

As a Product Director in Wealth Management you lead innovation through the development of products and features that delight Financial Advisors and customers. As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.

Job Responsibilities

• Oversees the Financial Planning advisor product roadmap, vision, development, execution, risk management, and business growth targets
• Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth
• Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives
• Owns product performance and is accountable for investing in enhancements to achieve business objectives
• Partner with JPMorgan Wealth Management and US Private Bank field and business stakeholders to develop product that meets advisor and customer needs, lead go-to-market approach, and drive field adoption
• Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation
  
  

Required Qualifications, Capabilities, And Skills

• 8+ years of experience or equivalent expertise delivering financial planning products, projects, or technology applications
• Extensive knowledge of the product development life cycle, technical design, and data analytics
• Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
• Experience driving change within Wealth Management field organizations and managing stakeholders across multiple functions
• Financial planning subject matter expertise
  
  

Preferred Qualifications, Capabilities, And Skills

• Recognized thought leader within a related field
• CFP certification preferred
  
  

ABOUT US

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

Sign in to set job alerts for “Head of Wealth Management” roles.

Analyst - Financial Institutions Advisory/M&A

New York, NY $110,000.00-$130,000.00 4 weeks ago

Asset & Wealth Management, Private Wealth Management, Equity Structuring, Analyst - New York

New York, NY $180,000.00-$210,000.00 6 days ago

Analyst – Financial Institutions Advisory/M&A

New York, NY $110,000.00-$130,000.00 1 week ago

Investment Banking - Corporate Advisory, Ratings Advisory - Associate

New York, NY $225,000.00-$300,000.00 1 week ago

Corporate Banking Analyst - Financial Institutions

New York, NY $73,100.00-$155,900.00 1 day ago

New York, NY $110,000.00-$120,000.00 5 days ago

New York, NY $38,000.00-$150,000.00 1 year ago

Asset & Wealth Management, Market Insights Strategist, Analyst - New York

Brooklyn, NY $80,000.00-$100,000.00 1 week ago

Manhattan, NY $34,500.00-$125,000.00 3 weeks ago

Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York

New York, NY $60,000.00-$500,000.00 4 months ago

Private Capital Advisory Associate - Eaton Partners, New York, NY

New York City Metropolitan Area 3 weeks ago

New York, NY $75,000.00-$95,000.00 1 week ago

New York City Metropolitan Area 2 weeks ago

Private Client Financial Advisor - Upper Manhattan, NYC

New York, NY $105,000.00-$250,000.00 1 week ago

New York, NY $200,000.00-$250,000.00 6 days ago

New York, NY $135,000.00-$175,000.00 3 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.