JPMorgan Chase & Co. in New York seeks an experienced executive to lead the strategy for advisor financial planning tools within Wealth Management. You will define the vision, drive adoption, and ensure tools meet advisor and client needs while partnering with product and technology leaders.
Key responsibilities include roadmapping, multi-year planning, training program development, and coordinating with field leadership to embed tool fluency into advisor development and client engagements.
#J-18808-LjbffrChief, Financial Planning Tools & Strategy in new york at Unknown Company
This position is listed as full time and onsite.