JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine
Core
Product Owner for the Wealth Plan Planning Engine, defining requirements for AI/LLM-powered financial planning workflows and validating algorithmic outputs for wealth management clients.
Role type
Senior Product Owner (Financial Planning & AI)
Builds
Intelligent financial planning tools and advisor support features for Aspiring Affluent, Established, and High Net Worth clients.
Domain
Wealth Management / Financial Planning / Generative AI
Deliverable
product features
Required skills
Financial planning strategy (retirement, tax, estate), AI/ML product management, quantitative analysis, Excel modeling (VBA/macros), algorithm validation, requirements definition for agentic AI
Preferred skills
CFP or CFA certification
Technologies
Large Language Models (LLMs), Agentic AI patterns, VBA, Macros
Responsibilities
Define product requirements for LLM- and agentic AI-enabled planning workflows; validate, issue-spot, and debug Planning Engine outputs; build Excel-based wireframe analytics as proof-of-concept; synthesize qualitative research into structured themes for the roadmap; prototype planning concepts using AI tools.
Seniority
Senior, hands-on IC
