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JP Morgan Chase & Co.

J.P. Morgan Wealth Management - Vice President - Wealth Plan Planning Engine

  • +2
  • +1
  • US
    New York, New York
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  • +2
  • +1
  • US
    New York, New York

Über

Job Description
The My JPM Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their wealth goals through actionable plans and ongoing, personalized support, with or without an advisor. The team is tasked with creating a fully integrated, elegant, and seamless end-to-end experience for clients and advisors across the Aspiring Affluent, Established, and High Net Worth client segments. We build the strategic vision and lead the development of products and solutions. Our strategy is to create solutions that deepen client and advisor engagement, increase scale and profitability, attract new clients and drive advisor productivity.
Job summary:
As the Vice President - Wealth Plan Planning Engine on the My JPM Plan team you will be a highly effective and innovative person that has experience in financial planning and data modeling to help drive results. You will become subject matter expert for Wealth Plan's Planning Engine algorithm and logic and will continue to work with cross-LoB stakeholders to innovate and deliver product road map.
Job Responsibilities
  • Develop deep understanding of existing JPMorgan Wealth Plan's Planning Engine algorithm and logic in order to deliver future product road map and to support existing requirements
  • Act and develop skills as subject matter expert on wealth planning issues such as retirement planning, education funding, debt management, insurance planning, tax planning, estate planning
  • Work very closely with and be a source of knowledge for Product and Technology partners on pending enhancements to Planning Engine, with an eye towards ensuring accurate implementation
  • Innovate and build excel-based wireframe analytics that acts as proof-of-concept for evolving Planning Engine and other tools and calculators with cross-LoB implications
  • Lead and conduct requirements sessions with stakeholders and users as needed
  • Help validate, issue-spot and debug Planning Engine output and results
  • Help enhance existing 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
  • Familiarize and get closely involved with the firm's Model Governance process and ensure compliance

Required qualifications, capabilities, and skills:
  • 6+ years of related experience and a degree in quantitative discipline such as accounting, finance, economics, engineering, statistics, mathematics or a related field
  • Strong quantitative and analytical skills, including a firm grasp of financial and wealth projection, decision-making and optimization techniques
  • Proven experience in building excel-based calculators and models to inform decision-making, incorporating VBA, macros, add-ins etc. to enhance user experience and functionality
  • Flexible and team-oriented with a focus on efficiency and process improvement
  • Strong written and verbal communication skills with impeccable attention to detail
  • Must possess or have strong ability to become readily familiar with financial planning, retirement planning, charitable planning, tax planning, and estate planning strategies and solutions
  • 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 knowledge and credibility in front of team members and stakeholders

About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Wünschenswerte Fähigkeiten

  • VBA
  • New York, New York

Berufserfahrung

  • Data Analyst
  • Business Analyst

Sprachkenntnisse

  • English
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