JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine
On-site · New York City, New York, United States
Job Summary
As VP Product Owner for JPMorgan Wealth Plan's Planning Engine, you will serve as the subject matter expert for the Planning Engine algorithm and logic, partner with cross-LoB stakeholders to drive the product roadmap, and bring deep expertise in financial planning and data modeling. You will drive the integration of AI and LLM-powered capabilities into the planning experience, shape how intelligent automation enhances client and advisor outcomes, validate outputs, document algorithms, and build expertise across core wealth planning domains (retirement, education funding, debt, insurance, tax, and estate planning). You will design and prototype planning features using Excel-based wireframes, generate insights for goals-based advice, and define product requirements for AI-enabled planning workflows with human-in-the-loop oversight. Proven use of AI-assisted tools for data exploration and analysis is expected, along with the ability to translate capabilities into clear product requirements and measurable outcomes. CFP/CFA certification is highly preferred.
Required Qualifications
- 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
- 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 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
Additional Requirements
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