Wealth Planning Product Jobs

1 job found

1mo ago

Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine

JPMorganChase New York, NY

New York, NY

1mo ago Closed

$123k - $201k/yr Full time Ai Workflows Financial Planning Software Product Development

This position is no longer accepting applications (closed Jul 14, 2026).

Job Description

JPMorgan Chase offers a compelling total rewards package for an on-site role in New York, NY. The position provides a base salary in the range of USD 122,550 to 201,000 per year, along with commission-based pay, discretionary incentive compensation, and forfeitable equity. The package also includes comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and access to financial coaching.

Responsibilities

Develop a thorough understanding of the Wealth Plan Planning Engine algorithm and logic to support current requirements and shape the future product roadmap
Validate, identify issues, and debug outputs from the Planning Engine to ensure accuracy
Collaborate with Product and Technology partners on pending enhancements, ensuring precise implementation
Improve and expand documentation of algorithms and processes to codify institutional knowledge
Build expertise across core wealth planning domains including retirement, education funding, debt management, insurance, tax, and estate planning
Design and prototype Excel-based wireframe analytics as proofs of concept for evolving Planning Engine features and cross-LoB tools and calculators
Develop data-driven approaches to goals-based advice that align client and advisor experiences for superior outcomes
Apply AI-assisted tools for data exploration to support faster, evidence-based product decisions
Define product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool and use-case selection, and human-in-the-loop checkpoints
Use AI to translate qualitative research into structured themes, opportunities, and prioritization inputs guiding the Planning Engine roadmap
Prototype planning concepts, user flows, and lightweight wireframes with AI to validate ideas and accelerate iteration before engineering resources are committed

Requirements

6+ years of related experience with a Bachelor's degree in a quantitative discipline such as accounting, finance, economics, engineering, statistics, mathematics, or equivalent
Solid product perspective on AI/ML technologies, including generative AI, large language models (LLMs), and agentic AI patterns, with the ability to translate capabilities and constraints into clear product requirements and measurable outcomes
Strong quantitative and analytical skills, including financial and wealth projections, decision-making, and optimization techniques
Proven experience building Excel-based calculators and models, including VBA, macros, and add-ins
Solid grasp of or ability to quickly develop expertise in financial, retirement, charitable, tax, and estate planning strategies
Excellent written and verbal communication with meticulous attention to detail
Collaborative, team-oriented mindset focused on efficiency and process improvement
Intellectual curiosity with the ability to credibly engage team members and stakeholders
CFP or CFA certification highly preferred

Technologies

Excel
VBA
Macros
Add-ins
Generative AI
Large language models (LLMs)
Agentic AI

Benefits

Base salary
Commission-based pay
Discretionary incentive compensation
Forfeitable equity
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

View full job page →

Get Wealth Planning Product Jobs alerts

New Wealth Planning Product Jobs, daily.