Executive Director – Planning Engine Lead

JPMorgan Chase | Digital Team

About the Role:

We are seeking a highly skilled and visionary Executive Director to join the JPMorgan Chase 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