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J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & Strategy
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$195k–$300k/yr
Full-time
professional certificate, postgraduate degree
Health Care Coverage, On-site Health And Wellness Centers, Retirement Savings Plan, Backup Childcare, Tuition Reimbursement, Mental Health Support
Posted 16d ago
~40 hrs/week
Responsibilities
Define and execute the strategic vision for financial planning tools to align technology with advisor and client needs. Drive the adoption and engagement of the planning tools ecosystem while partnering with product and technology leaders to deliver best-in-class solutions.
Requirements
Requires a CFP, JD, or equivalent credential and at least 15 years of leadership experience in financial services. Must have substantial experience with enterprise planning software and a proven track record of leading technology adoption in complex institutions.
Full job description
Join a dynamic team shaping the future of financial planning technology at J.P. Morgan Wealth Management. Leverage your expertise to empower advisors and drive innovation across the organization. Experience the opportunity to make a lasting impact on client outcomes.
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
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Our 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.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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