J.P. Morgan Wealth Management (USWM) is looking to innovate and develop advisor tools and platforms that delight clients by improving their financial planning tools and methodology.
Requirements
- 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
- 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
- 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
- Lead quad in delivering 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
Other
- 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 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
- Bachelor degree required
- Recognized thought leader within financial planning
