Head of Wealth Plan Advisor Experience

JPMorganChase; New York (NY); On-site; USD 130,000 - 160,000; Full time

Job summary

Join a leading financial services firm as the Head of Wealth Plan Advisor Experience. In this pivotal role, you will drive innovation in financial planning products, ensuring they meet advisor and customer needs. Leverage your expertise to lead cross-functional teams, manage product lifecycles, and influence strategic development. This position offers a competitive rewards package and the opportunity to shape the future of financial services.

Benefits

Health Coverage

Wellness Centers

Retirement Plans

Qualifications

• 8+ years of experience in financial planning products or technology applications.
• Extensive knowledge of product development lifecycle and technical design.

Responsibilities

• Oversee financial planning advisor product roadmap and execution.
• Lead product lifecycle from planning to development and risk management.
• Coach product team on best practices and market research.

Skills

Financial Planning

Product Development

Data Analytics

Stakeholder Management

Leadership

Education

CFP Certification

Job description

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

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

Summary

As a Product Director in Wealth Management, you will lead innovation through the development of products and features that delight Financial Advisors and customers. You will 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 to create groundbreaking solutions addressing customer needs.

Job Responsibilities

• Oversee the Financial Planning advisor product roadmap, vision, development, execution, risk management, and business growth targets.
• Lead the entire product lifecycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets such as cost, features, reusability, and reliability to support growth.
• Coach and mentor the product team on best practices, including solution generation, market research, storyboarding, prototyping methods, product adoption strategies, and product delivery, enabling effective achievement of objectives.
• Own product performance and be accountable for investments in enhancements to meet business objectives.
• Partner with JPMorgan Wealth Management and US Private Bank field and business stakeholders to develop products that meet advisor and customer needs, lead go-to-market strategies, and drive field adoption.
• Monitor market trends, conduct competitive analysis, and identify 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 lifecycle, technical design, and data analytics.
• Proven ability to influence key product lifecycle 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 support small businesses, nonprofits, and cities in their growth, providing comprehensive financial solutions.

We offer a competitive total rewards package, including base salary, potential commissions, and discretionary incentives, along with benefits like health coverage, wellness centers, retirement plans, and more. Details will be provided during the hiring process.

We value diversity and inclusion, making reasonable accommodations for applicants’ needs. Visit our FAQs for more information.

About The Team

Our Consumer & Community Banking division serves our Chase customers through various financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales, deposit growth, and digital solutions, ranking first in customer satisfaction.

We help manage your money with checking, savings, and credit cards, combining technology with comprehensive financial solutions for nearly half of U.S. households.