Planner jobs in United States, Massachusetts, Boston

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work on-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.

As a Vice President, Wealth Planner within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients. You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies. You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive.

Job Responsibilities:

• Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
• Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
• Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
• Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
• Promote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
• Work with Advisors to develop business opportunities with new and existing clients
• Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
• Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
• Actively participant in team discussions to proactively propose planning ideas and industry trends that can be shared with the field
• Travel to local and out of state branches, as needed

Required qualifications, capabilities, and skills:

• 4-year college degree and either CFP, CPA, J.D. or LLM
• Self-starter with natural curiosity for individual planning and people
• Excellent attention to detail with strong written and oral communication skills
• Strong team player with a predisposition to service function
• Ability to drive business results with broad background in trust and estate planning issues
• A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager
• Strong presentation skills in one on one and group meetings
• Experience and ability in understanding clients’ financial situations and personal circumstance
• Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
• Individual with high ethical standards who never sacrifices integrity and works in the clients’ best interest

Preferred qualifications, capabilities, and skills:

• Series 7 & 66 required (may be fulfilled within 6 months of assuming role)
• Strong working knowledge of Microsoft Office suite

WHO YOU WILL WORK WITH

You will report to the Director of Global Consumer Planning. This role is heavily collaborative, working with many cross-functional teams such as Regional Planners, Analytics, Global Product/Consumer Merchandising, Global Finance, and Inventory/Supply planning.

This individual plays a strategic role acting as a liaison between Global Consumer Merchandising, Regional Planning and Global Finance to drive alignment and generate a Demand Plan driven by Integrated Business Planning processes. The role requires someone who can be agile, roll-up their sleeves, and is excited by the challenge of building something from the ground up. You have a passion for data and can identify trends and synthesize demand signals to develop accurate demand plans. You ask questions, are continually learning, and are finding opportunities to share knowledge with others.

You Bring:

• Bachelor’s degree or equivalent combination of education, experience or training

• 2+ years in merchandise planning, demand planning or business planning

• An understanding of key business tradeoffs with experience in the Retail or Wholesale industries a plus

• Strong analytical, financial modeling, and problem-solving skills

• Proven ability to prioritize and manage multiple projects at once

• Self-starter with the skills to manage through ambiguity in a fast-paced environment

• Influencing skill development and ability to story-tell data, across a diverse range of audiences

• Experiencing in data visualization, pulling a thread across strategy, insights and intuition

• Comfort in highly collaborative, cross-functional working environments

WHAT YOU WILL WORK ON

You will work alongside business partners to unlock the power of quantitative and qualitative data to drive Converse forward towards an integrated planning process.

To do this, you will:

• Provide information, analysis, and recommendations to drive planning decisions during all phases of seasonal product creation (long range through end of season)

• Consolidate demand by channel and identify and resolve gaps between financial targets & demand plan

• Provide information, analysis, and recommendations to drive Line Planning decisions during all phases of seasonal product creation, enabling assortment planning

• Leverage marketplace and assortment insight to influence early stages of the seasonal product creation process to maximize future season opportunities

• Support the building of franchise and family level forecasts using seasonal line plans, historical information and insights gained from partners Consolidate demand by geo and reconcile gaps between consumer demand, financial targets and Seasonal line plans.

• Bring together strategies across Demand Planning, Inventory Management, Operations and Finance to ensure the connectivity

This individual will support driving sales, profitability, and inventory through the product launched on converse.com and in our Converse branded stores. In this role, you will drive growth to achieve company financial plans while delivering the brand and geography priorities & vision. You will collaborate with North America partners to develop and execute cohesive strategies and process to optimize the Digital and Stores businesses. Using data-driven insights, you will initiate and proactively partner with teams to manage the product life cycle, inventory, and pricing for the Direct business and build recommendations for the future.

You will work alongside business partners to manage the Merchandise Financial Plan to drive Converse Direct towards growth, profitability, and healthy inventory levels. To do this, you will:

• Activate the Open-to-Buy (OTB) plans that maximize sales, margin and inventory to support financial targets
• Recommend and align with team members on inventory and pricing actions
• Build promotional forecasts and create a toolkit through analysis and partnership with Direct team members
• Communicate and manage operational execution of promotional strategy
• Create and manage the daily forecasts by Line of Business and Store tied to the financial plan and provide demand order flow outlook to the Operations teams
• Analyze and summarize weekly business to actively drive cross-functional collaboration and deliver business results
• Create and recommend store, district, and segment level insights to adjust future business
• Effectively communicate merchandise strategies, insights, and action plans to peers and leadership
• Actively collaborate with team members to identify business opportunities and efficiencies

• Bachelor's degree or combination of relevant education, experience, and training
• 2+ years in merchandise planning, demand planning or business planning.
• An understanding of key business metrics with experience in Direct-to-Consumer a plus
• Strong retail math, analytical, financial modeling, and problem-solving skills utilizing Excel
• Proven ability to prioritize and manage multiple projects at once
• Self-starter with the skills to manage through ambiguity in a fast-paced environment
• Excellent communication skills with the ability to communicate and influence across diverse audiences