J.P. Morgan Wealth Management - Vice President - Wealth Plan Planning Engine
J.P. Morgan Wealth Management - Vice President - Wealth Plan Planning Engine
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$ 122550 - 201000
1 Vacancy
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 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. Youwill become subject matter expert for Wealth Plans 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 existingJPMorgan Wealth Plans 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 firms 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
Required Experience:
Chief
Employment Type
Full-Time
