Job DescriptionAs a Vice President Product Owner on the Wealth Plan Planning Engine team, you will serve as the subject matter expert for Wealth Plan's Planning Engine algorithm and logic. You will partner with cross-LoB stakeholders to innovate, deliver on the product roadmap, and bring deep expertise in financial planning and data modeling to drive meaningful results. You will also drive the integration of AI and LLM-powered capabilities into the planning experience, shaping how intelligent automation enhances client and advisor outcomes.
Job Responsibilities- Develop a deep understanding of JPMorgan Wealth Plan's Planning Engine algorithm and logic to support existing requirements and deliver the future product roadmap
- Help validate, issue-spot, and debug Planning Engine outputs and results
- Work closely with Product and Technology partners on pending enhancements, ensuring accurate implementation
- Enhance existing documentation of algorithms and processes to institutionalize knowledge
- Build and maintain expertise across core wealth planning domains: retirement planning, education funding, debt management, insurance planning, tax planning, and estate planning
- Design and build Excel-based wireframe analytics as proof-of-concept for evolving Planning Engine features and other tools and calculators with cross-LoB implications
- Generate insightful approaches to driving goals-based advice, aligning client and advisor experiences for superior outcomes
- Proven use of AI-assisted tools for data exploration and analysis to support faster, evidence-based product decisions.
- Define product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight.
- Use AI tools to synthesize qualitative research into structured themes, opportunity areas, and prioritization inputs that inform the planning engine roadmap.
- Leverage AI tools to prototype planning concepts, user flows, and lightweight wireframes to validate ideas and accelerate iteration before committing engineering resources.
Required qualifications, capabilities, and skills- 6+ years of related experience with a degree in a quantitative discipline - accounting, finance, economics, engineering, statistics, mathematics, or equivalent
- Strong knowledge of AI/ML technologies from a product perspective, including generative AI, large language models (LLMs), and agentic AI patterns - with the ability to translate capabilities and constraints into clear product requirements and measurable outcomes.
- Strong quantitative and analytical skills, including financial/wealth projection, decision-making, and optimization techniques
- Proven experience building Excel-based calculators and models, including VBA, macros, and add-ins
- Strong grasp of (or ability to quickly develop expertise in) financial, retirement, charitable, tax, and estate planning strategies
- Strong written and verbal communication skills with impeccable attention to detail
- Flexible, team-oriented, and focused on efficiency and process improvement
- Intellectual curiosity with the ability to credibly engage team members and stakeholders
Preferred qualifications, capabilities, and skills - CFP or CFA certification highly preferred
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.
About the TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
