VP, Wealth Plan Engine — AI-Driven Product Owner

JPMorgan Chase & Co.; New York (NY); On-site; USD 130,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is looking for a Vice President Product Owner for the Wealth Plan Planning Engine team. This role involves developing strategies to integrate AI technologies into financial planning, ensuring efficient product delivery, and improving client outcomes.

The ideal candidate has over 6 years of relevant experience and a strong background in quantitative disciplines. This position offers opportunities to innovate in wealth management and improve client engagement.

Qualifications

• 6+ years of experience in a quantitative discipline such as finance or economics.
• Strong knowledge of AI/ML technologies, particularly generative AI.
• Experience in building Excel-based calculators and models, including VBA.

Responsibilities

• Develop understanding of Wealth Plan's Planning Engine.
• Validate and debug Planning Engine outputs.
• Work with Product and Technology partners on enhancements.
• Enhance algorithm documentation.
• Design Excel-based wireframes for analytics.

Skills

AI/ML technologies

Financial analysis

Quantitative skills

Excel-based modeling

Communication skills

Education

Degree in quantitative discipline

Tools

Excel

Job description

JPMorgan Chase & Co. is looking for a Vice President Product Owner for the Wealth Plan Planning Engine team. This role involves developing strategies to integrate AI technologies into financial planning, ensuring efficient product delivery, and improving client outcomes.

The ideal candidate has over 6 years of relevant experience and a strong background in quantitative disciplines. This position offers opportunities to innovate in wealth management and improve client engagement.