Executive Director – Planning Engine Lead
JPMorganChase | Digital Team
About the Role
We are seeking a highly skilled and visionary Executive Director to join the JPMorganChase Digital Team as the lead architect and subject-matter expert behind the planning engine that powers our suite of planning tools. This is a high-impact leadership role at the intersection of engineering excellence, strategic product thinking, and cutting-edge AI adoption. You will own the end-to-end development, optimization, and evolution of the core engine, ensuring it delivers robust, scalable, and intelligent planning capabilities to the business.
Job Responsibilities • Develop deep understanding of existing JPMorgan Wealth Plan's Planning Engine in order to deliver future product road map and to support existing requirements • Act and develop skills as subject matter expert on wealth planning topics such as retirement planning, education funding, insurance and annuities planning, tax planning, estate planning • Act as a financial planning methodology thought leader for our business stakeholders and Technology partners on developing enhancements to Planning Engine, with an eye solving for best-in-class planning experiences for advisors and clients
• Evaluate and adopt modern frameworks, technologies, and design patterns to keep the engine at the forefront of industry best practices
• Identify opportunities to integrate AI into the engine itself — such as predictive modeling, optimization algorithms, or intelligent automation • Lead and conduct requirements sessions with stakeholders and Advisors as needed • Deliver Planning Engine product features with high quality and accurate results • Lead team in enhancing documentation of algorithms and processes to ensure institutionalization of knowledge • Partner with risk control partners including Legal, Compliance, Risk, Audit to ensure compliance with internal and industry regulations • Lead the team in engaging with the firm's Model Governance process and ensure compliance
Required qualifications, capabilities, and skills: • Minimum of 10 years of related experience and a degree in quantitative discipline such as accounting, finance, economics, engineering, statistics, mathematics or a related field • Proven deep experience in building and delivering high quality planning engine for financial planning tools across the Wealth Management industry • Strong quantitative and analytical skills, including a firm grasp of financial and wealth projection, decision-making and optimization techniques • Proven track record in managing and leading teams, and ability to navigate complex organization structure and manage stakeholders • Strong executive communication skills with ability to adjust style for difference audiences • Intellectual curiosity and the ability to generate insightful and relevant approaches to driving goals-based advice, aligning the client and advisor experiences for superb outcomes • Must convey industry leading knowledge and credibility in front of team members and stakeholders • Bachelor degree required
Preferred qualifications, capabilities, and skills: • Recognized thought leader within financial planning • CFP certification preferred • Master degree in relevant fields preferred