JP Morgan Chase & Co.

J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & Strategy

JP Morgan Chase & Co. • $150K — $200K *
Jersey City, NJ 07310In-Person
Finance & Insurance
11 - 15 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Active Certified Financial Planner (CFP®), Juris Doctor (JD), or equivalent credential required.
  • Minimum of 15 years of leadership experience in financial services with a focus on cross-functional initiatives.
  • Experience with enterprise planning software like Moneyguide Pro and eMoney is essential.
  • Strong communication skills with an ability to engage senior stakeholders and financial advisors.
  • Background in large financial institutions with distributed sales forces, particularly in advisor support and technology adoption.
  • Expertise in high-net-worth client planning and understanding fiduciary standards and regulatory environments.
  • Demonstrated ability to manage change and drive technology adoption effectively.

Responsibilities

  • Define strategic vision for financial planning tools based on advisor and client needs.
  • Assess existing planning tools, identifying adoption gaps and developing improvement roadmaps.
  • Drive adviser adoption through best practice modeling and targeted interventions with field leaders.
  • Represent advisor and client requirements in product and roadmap discussions.
  • Partner with product and technology teams, managing contracts and implementations to advocate for Wealth Planning.
  • Oversee support operations, including help desk and training for advisors on tool-related inquiries.
  • Implement scalable training programs and develop materials for advisor engagement.

Benefits

  • Collaborative work environment bridging field and home office roles.
  • Opportunity to influence change at a large financial institution.
  • Engagement with cutting-edge financial planning technology.
  • Professional development through training program design and execution.
Full Job Description
As a Head of Financial Planning Tools & Strategy for J.P. Morgan Wealth Management, you will define and execute the vision for advisor planning tools. You will drive adoption, engagement, and continuous improvement of the planning tools ecosystem. This role bridges field and home office, ensuring technology aligns with advisor and client needs. You will partner with product and technology leaders to deliver best-in-class solutions to advisors.

Job responsibilities:

  • Define and execute strategic vision for financial planning tools, aligning technology capabilities with advisor and client needs across the organization
  • Assess current planning tools landscape, identify gaps in adoption, functionality, and advisor experience, and develop a multi-year roadmap for improvement
  • Drive advisor adoption and engagement by modeling best practices, identifying barriers, and implementing targeted interventions in partnership with field leaders
  • Represent advisor and client requirements in product roadmap reviews, enhancement prioritization, and upgrade cycles to ensure tools deliver meaningful outcomes
  • Partner with internal product, technology, and vendor teams to manage contracts, oversee implementations, and advocate for Wealth Planning's interests
  • Oversee centralized support and field-facing teams, including help desk operations and direct advisor engagement for tool-related questions and training
  • Design and implement scalable training programs, develop advisor-facing materials, and embed new capabilities into practice management initiatives
  • Develop and execute communications strategy for planning tool updates, launches, and enhancements, ensuring advisors are informed and prepared
  • Collaborate with Practice Management and field leadership to integrate planning tool fluency into advisor development programs and client engagement standards
  • Translate advisor and client needs into actionable product requirements, serving as a credible counterpart to technology partners and holding teams accountable
  • Lead change management efforts to shift advisor behavior at scale, sustaining momentum and driving adoption through expertise, trust, and relationship-building


Required qualifications, capabilities, and skills

  • Hold an active Certified Financial Planner (CFP®), Juris Doctor (JD), or equivalent credential, demonstrating deep expertise in financial planning or legal dimensions of wealth transfer and tax strategy
  • Possess a minimum of 15 years of leadership experience in financial services, with a proven track record of managing teams, cross-functional initiatives, and influencing senior stakeholders
  • Demonstrate substantial experience operating at the intersection of financial planning and technology, including direct engagement with enterprise planning software platforms such as Moneyguide Pro, eMoney, Wealth Bench, or NaviPlan
  • Exhibit strong communication skills and executive presence, capable of representing Wealth Planning at senior levels and engaging credibly with practicing financial advisors
  • Bring experience in large, complex financial institutions with distributed sales forces, understanding the nuances of advisor support and technology adoption
  • Show expertise in high-net-worth client planning, including familiarity with the legal and regulatory environment governing financial planning, fiduciary standards, and suitability frameworks
  • Lead change management and technology adoption initiatives, meeting resistance with curiosity and sustaining momentum over multi-year adoption curves
  • Demonstrate ability to drive outcomes through product partners, technologists, field leaders, and vendor organizations that do not report directly to the individual
  • Possess field credibility to engage with advisors as peers, earning trust through substantive planning knowledge and designing support systems that reflect advisor practice realities
  • Translate complex advisor and client needs into actionable product requirements, holding technology teams accountable to delivery timelines and quality standards
  • Articulate a compelling vision for world-class financial planning tool adoption and advisor support at scale, marshalling resources and organizational will to achieve it


Preferred qualifications, capabilities, and skills

  • Hold advanced credentials such as a Master of Laws (LLM) in taxation or estate planning, Master of Science in Financial Planning, Chartered Financial Analyst (CFA®), or Certified Private Wealth Advisor (CPWA®)
  • Bring experience in wealth management or private banking at a wirehouse, major bank, or RIA serving high-net-worth and ultra-high-net-worth clients
  • Demonstrate prior success in roles combining direct client or advisor engagement with home office or product strategy responsibilities
  • Lead technology adoption or change management initiatives within large financial services distribution organizations
  • Show familiarity with regulatory and fiduciary standards relevant to financial planning
  • Possess ability to drive outcomes through influence, expertise, and relationship-building across product, technology, and field teams
  • Exhibit a sophisticated understanding of change management, sustaining momentum and driving advisor behavior shifts at scale

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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