About The Position

We are seeking a highly skilled and visionary Executive Director to join the JPMorganChase Digital Team as the lead architect and subject-matter expert behind the planning engine that powers our suite of planning tools. This is a high-impact leadership role at the intersection of engineering excellence, strategic product thinking, and cutting-edge AI adoption. You will own the end-to-end development, optimization, and evolution of the core engine, ensuring it delivers robust, scalable, and intelligent planning capabilities to the business.

Requirements

  • Minimum of 10 years of related experience and a degree in quantitative discipline such as accounting, finance, economics, engineering, statistics, mathematics or a related field
  • Proven deep experience in building and delivering high quality planning engine for financial planning tools across the Wealth Management industry
  • Strong quantitative and analytical skills, including a firm grasp of financial and wealth projection, decision-making and optimization techniques
  • Proven track record in managing and leading teams, and ability to navigate complex organization structure and manage stakeholders
  • Strong executive communication skills with ability to adjust style for difference audiences
  • Intellectual curiosity and the ability to generate insightful and relevant approaches to driving goals-based advice, aligning the client and advisor experiences for superb outcomes
  • Must convey industry leading knowledge and credibility in front of team members and stakeholders
  • Bachelor degree required

Nice To Haves

  • Recognized thought leader within financial planning
  • CFP certification preferred
  • Master degree in relevant fields preferred

Responsibilities

  • Develop deep understanding of existing JPMorgan Wealth Plan's Planning Engine in order to deliver future product road map and to support existing requirements
  • Act and develop skills as subject matter expert on wealth planning topics such as retirement planning, education funding, insurance and annuities planning, tax planning, estate planning
  • Act as a financial planning methodology thought leader for our business stakeholders and Technology partners on developing enhancements to Planning Engine, with an eye solving for best-in-class planning experiences for advisors and clients
  • Evaluate and adopt modern frameworks, technologies, and design patterns to keep the engine at the forefront of industry best practices
  • Identify opportunities to integrate AI into the engine itself — such as predictive modeling, optimization algorithms, or intelligent automation
  • Lead and conduct requirements sessions with stakeholders and Advisors as needed
  • Deliver Planning Engine product features with high quality and accurate results
  • Lead team in enhancing documentation of algorithms and processes to ensure institutionalization of knowledge
  • Partner with risk control partners including Legal, Compliance, Risk, Audit to ensure compliance with internal and industry regulations
  • Lead the team in engaging with the firm's Model Governance process and ensure compliance

Benefits

  • 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.
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