Private Bank - Executive Director – Digital Planning & Advisor Experience

JPMorgan Chase & Co. • 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

• The ideal candidate brings 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.
• You have a 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.
• You possess 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; an MBA or advanced degree is strongly preferred.

Responsibilities

• Planning Tool Ownership & Strategy
• Advisor Experience Leadership
• Cross-Functional Collaboration & Influence
• Team Leadership & Talent Development
• Performance Management & Measurement

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.

What This Job Offers

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