U.S. Private Bank - Estate Planning Innovation Lead - Executive Director
On-site · New York City, New York, United States
Job Summary
Lead the digital transformation of JP Morgan Private Advisory's estate disposition offering by designing and implementing an innovative platform to enhance client and advisor experience. Drive strategy and roadmap for the digital estate disposition platform, partner with Product and Technology to deliver the platform, collaborate with estate planning review teams, wealth advisors, and Private Bank advisors to gather requirements, and ensure the platform meets user needs. Provide subject matter expertise in estate planning and tax, guide platform development with accurate implementation and user efficiency, and lead go-to-market, adoption, and training efforts. Monitor performance, conduct market research and competitive analysis for differentiation, and ensure compliance with internal and industry regulations. Prepare and deliver strategy and impact updates for senior leadership. Preferred background includes JD or CPA with estate planning and tax, 8+ years in related fields, experience in digital tools for financial services, and familiarity with AI-driven solutions.
Required Qualifications
- JD or CPA with a strong background in estate planning and tax matters
- 8+ years of experience or equivalent expertise in estate planning, accounting, financial services, financial planning products, or a related field
- Understanding of the legal and regulatory landscape related to estate planning strategies and solutions
- Excellent quantitative and analytical skills, including a firm grasp of financial and wealth projection and optimization techniques
- Strong written and verbal communication skills; must convey knowledge and credibility to team members and stakeholders
- Experience driving change within organizations and managing stakeholders across multiple functions, with the ability to collaborate effectively with cross-functional teams
- Knowledge of and proven ability to influence key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
- Experience in developing digital tools or platforms for financial services or estate planning preferred
- Recognized thought leader within the estate planning or financial services industry preferred
- Experience with AI-driven technology solutions preferred
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