Private Bank - Executive Director – Digital Planning & Advisor Experience

JPMorganChase • Chicago, IL

1d

About The Position

The U.S. Private Bank (USPB) Digital Team is seeking a dynamic and strategic Executive Director to lead the vision, development, and ongoing management of our digital planning platform. This individual will serve as the primary owner of the planning tool ecosystem, with a relentless focus on elevating the overall advisor experience. Reporting to senior Digital leadership, this role sits at the intersection of technology, wealth management strategy, and user experience — driving innovation that empowers our advisors to deliver best-in-class outcomes for clients.

Requirements

• 10+ years of progressive experience in digital product management, wealth management technology, or financial services strategy, with at least 5 years in a senior leadership capacity.
• Proven track record of owning and scaling enterprise-grade digital platforms, ideally within a private banking, wealth management, or advisory context.
• Deep familiarity with financial planning concepts — including goals-based planning, portfolio construction, tax and estate planning, and cash flow analysis — is essential.
• Exceptional communication and executive presence, with the ability to influence at all levels of the organization.
• Experience managing cross-functional teams and navigating complex, matrixed environments is required.
• A Bachelor's degree is required

Nice To Haves

• MBA or advanced degree is strongly preferred.

Responsibilities

• Planning Tool Ownership & Strategy: Define and execute the multi-year product roadmap, ensuring the platform evolves in lockstep with business priorities, regulatory requirements, and emerging market trends. Oversee the full product lifecycle — from ideation and requirements gathering through development, launch, and continuous optimization — partnering closely with Technology, Design, Compliance, and Business stakeholders to deliver a world-class planning experience.
• Advisor Experience Leadership: Champion the end-to-end advisor experience across the planning tool and its adjacent digital touchpoints. Translate insights into intuitive, high-impact features and capabilities that reduce friction, increase productivity, and ultimately help advisors deepen client relationships and grow their books of business.
• Cross-Functional Collaboration & Influence: Build strong partnerships across the Private Bank, Asset & Wealth Management, and firmwide technology organizations. Align diverse stakeholders around a shared vision, negotiate priorities, and drive consensus on complex trade-offs. Represent the Digital Team in senior leadership forums, articulating strategy, progress, and resource needs with clarity and conviction.
• Team Leadership & Talent Development: Lead, mentor, and inspire a high-performing team of product managers, analysts, and digital strategists. Foster a culture of intellectual curiosity, accountability, and continuous improvement — attracting and retaining top talent while developing the next generation of digital leaders within JPMorganChase.
• Performance Management & Measurement: Establish and monitor key performance indicators (KPIs) that measure platform adoption, advisor satisfaction, engagement, and business impact. Leverage data-driven insights to inform prioritization decisions, demonstrate ROI to senior leadership, and continuously raise the bar on what the planning tool delivers.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees