VP Wealth Planning Product Lead — AI-Driven Engine

JPMorgan Chase; Jersey City (NJ); On-site; USD 133,000 - 215,000; Full time

Job summary

JPMorgan Chase seeks a Vice President Product Owner for the Wealth Plan Planning Engine in New York/Jersey City to lead product strategy, drive a cross-functional roadmap, and advance AI-enabled planning capabilities for clients and advisors.

You will partner with stakeholders across LoB, translate complex planning models into tangible requirements, and build Excel-based analytics to demonstrate impact, while ensuring rigorous controls and client outcomes.

Qualifications

• 6+ years of related experience in a quantitative field such as finance, accounting, economics, engineering, statistics or math.

Responsibilities

• Develop understanding of Planning Engine algorithm and logic to support requirements and roadmap.

Skills

Product management

AI/ML knowledge

Excel modelling

Financial planning

Analytical skills

Communication

Cross-functional teamwork

Python/Analytics basics

Education

Quantitative degree

Tools

Excel

VBA

Macros

Add-ins

Job description

JPMorgan Chase seeks a Vice President Product Owner for the Wealth Plan Planning Engine in New York/Jersey City to lead product strategy, drive a cross-functional roadmap, and advance AI-enabled planning capabilities for clients and advisors.

You will partner with stakeholders across LoB, translate complex planning models into tangible requirements, and build Excel-based analytics to demonstrate impact, while ensuring rigorous controls and client outcomes.