J.P. Morgan Private Advisory seeks a Senior Estate Planning Innovation Lead to drive the digital transformation of the estate disposition offering.
You will design and implement a scalable platform, guiding advisors and clients through estate planning insights and tax considerations with strong cross-functional collaboration. The role requires JD or CPA, 8+ years of estate planning experience, and a proven ability to translate regulatory and financial concepts into practical digital tools for
#J-18808-LjbffrDigital Estate Planning Platform Lead in new york at Unknown Company
This position is listed as full time and onsite.