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 goals through actionable plans and personalized support - with or without an advisor.
We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors. Our strategy is centered on deepening engagement, increasing scale and profitability, attracting new clients, and driving advisor productivity.

As a Vice President Product Owner on the Wealth Plan Planning Engine team, you will serve as the subject matter expert for Wealth Plan's Planning Engine algorithm and logic. You will partner with cross-LoB stakeholders to innovate, deliver on the product roadmap, and bring deep expertise in financial planning and data modeling to drive meaningful results. You will also drive the integration of AI and LL...