Private Bank Digital Wealth and Estate Planning Product Lead, Executive Director

Job Description: The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution of our digital product strategy for planning and advice capabilities within J.P. Morgan Private Bank. This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution to deliver exceptional value to our clients. The Digital Product Lead will oversee the product lifecycle from ideation to launch, ensuring alignment with business objectives in partnership with J.P. Morgan Private Advisory leadership - a cross-disciplinary group of specialists focused on delivering innovative strategies to help clients navigate complex financial decisions.

Job Responsibilities:

Leadership and Strategy:

• Develop and execute a comprehensive product strategy for digital planning and advice capabilities, including wealth planning, estate planning, executive tools (proxy review and updated stock plan app), and advice insights via AI.
• Collaborate with senior leadership to align product goals with business objectives.

Product Development and Management:

• Oversee the entire product lifecycle, including market research, product design, development, and launch.
• Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the advisor-facing digital ecosystem (Connect) and on J.P. Morgan Online.
• Collaborate with Legal, Compliance, Risk, and Audit to ensure products meet regulatory requirements and industry standards.
• Drive continuous improvement and innovation in product offerings.

Stakeholder Engagement:

• Build strong relationships with key stakeholders, including the Morgan Private Advisory team, advisors, Technology, and Legal/Risk/Controls partners.
• Communicate product vision and strategy effectively to stakeholders at all levels.
• Lead requirements gathering, feedback collection, and roadmap strategy sessions with stakeholders.

Financial and Performance Management:

• Manage product budgets and financial performance, ensuring profitability and growth.
• Analyze product performance metrics and implement strategies for improvement.

Market and Competitive Analysis:

• Conduct market research to identify trends, opportunities, and competitive threats.
• Develop strategies to differentiate our products in the marketplace.

Required Qualifications, Capabilities and Skills:

• 10 years of experience in product management for financial institutions or Fintech firms, with a track record of success in senior leadership roles.
• Proven experience in product management, with a focus on digital planning and advice capabilities.
• Expertise in Wealth Planning and Advice, with a deep understanding of specialized systems and processes.
• Strong familiarity or ability to quickly become familiar with financial planning, retirement planning, charitable planning, tax planning, and estate planning strategies and solutions.
• Experience with AI-driven technology solutions.
• Excellent strategic thinking and problem-solving abilities.
• Exceptional communication and interpersonal skills.
• Ability to thrive in a fast-paced, dynamic environment.

Preferred Qualifications, Capabilities and Skills:

• Preference for JD, CFP, or CPA with a strong background in estate planning and tax matters.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Client-provided location(s): New York, NY

Job ID: JPMorgan-210655542

Employment Type: FULL_TIME

Posted: 2025-08-13T01:31:35