JPMorgan JP Morgan Wealth Management - Executive Director 

United States, New York, New York 

128327288

your strategic vision and influence.

delight and

Job responsibilities:

• Oversees the Financial Planning (Wealth Plan) client experience product roadmap, vision, development, execution, risk management, and business growth targets
• Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth
• Partner with JPMorgan Wealth Management stakeholders, and CCB Digital partners to develop product that meets customer needs, lead go-to-market approach, and drive customer adoption and satisfaction
• Innovative and strategic thinker. Monitors industry and digital trends, leads competitive analysis, and identifies opportunities for product differentiation in the broader financial service and FinTech space
• Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives
• Owns product performance and is accountable for investing in enhancements to achieve business objectives

Required qualifications, capabilities, and skills:

• 8+ years of experience in financial planning products with client facing digital product experience in financial service industry or FinTech
• Extensive knowledge of the product development life cycle, design, and data analytics
• Proven ability to drive customer adoption of digital products with clear business results
• Financial planning subject matter expertise

Preferred qualifications, capabilities, and skills:

• Recognized thought leader within a related field
• CFP certification preferred