Head of Wealth Plan Advisor Experience

JPMorgan Chase

257d • $152,000 - $285,000

About The Position

Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future of JPMorganChase's proprietary financial planning platform (Wealth Plan) with your strategic vision and influence. As a Product Director in Wealth Management you lead innovation through the development of products and features that delight Financial Advisors and customers. As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.

Requirements

• 8+ years of experience or equivalent expertise delivering financial planning products, projects, or technology applications
• Extensive knowledge of the product development life cycle, technical design, and data analytics
• Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
• Experience driving change within Wealth Management field organizations and managing stakeholders across multiple functions
• Financial planning subject matter expertise

Nice To Haves

• Recognized thought leader within a related field
• CFP certification preferred

Responsibilities

• Oversees the Financial Planning advisor product roadmap, vision, development, execution, risk management, and business growth targets
• Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth
• Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives
• Owns product performance and is accountable for investing in enhancements to achieve business objectives
• Partner with JPMorgan Wealth Management and US Private Bank field and business stakeholders to develop product that meets advisor and customer needs, lead go-to-market approach, and drive field adoption
• Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities