Apply on Employer Site

Chase · 3 weeks ago

U.S. Private Bank - Estate Planning Innovation Lead - Executive Director

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Senior Level, Lead/Staff

$170K/yr - $350K/yr

8+ years exp

Chase is a leading financial institution, and they are seeking an Executive Director for their Estate Planning Innovation Lead role. This position involves leading the digital transformation of estate planning offerings, enhancing the client and advisor experience through innovative technology solutions.

BankingFinancial Services

Responsibilities

Build a deep understanding of J.P. Morgan’s existing estate disposition analysis capabilities

Develop and execute a strategic vision and roadmap for the digital transformation of the estate disposition offering

Partner closely with Product and Technology teams to ensure the successful design, development, and implementation of the digital estate disposition analysis platform

Collaborate with cross-functional teams, including estate planning review team, wealth advisors, and Private Bank advisors, to gather requirements and ensure the platform meets user needs

Provide subject matter expertise in estate planning and tax matters to guide the development of the platform, with an eye towards ensuring accurate implementation and user efficiency

Partner with Private Bank business stakeholders to lead the go-to-market approach, drive adoption and training, and scope advisor support needs

Communicate effectively with key business partners to understand project management activities, determine feature prioritization, and identify/mitigate risks

Conduct market research and competitive analysis to identify opportunities for product differentiation and innovation

Monitor and evaluate the performance of the digital tool, making data-driven decisions for continuous improvement

Partner with Legal, Controls, Compliance, and Risk to ensure compliance with internal and industry regulations

Prepare and deliver project update presentations on strategy and impact for senior leadership

Qualification

Estate planning expertiseTax knowledgeProject managementDigital technology developmentFinancial services experienceLegal compliance knowledgeAnalytical skillsStakeholder managementAI technology solutionsCommunication skillsCross-functional collaboration

Required

JD or CPA with a strong background in estate planning and tax matters

8+ years of experience or equivalent expertise in estate planning, accounting, financial services, financial planning products, or a related field

Understanding of the legal and regulatory landscape related to estate planning strategies and solutions

Excellent quantitative and analytical skills, including a firm grasp of financial and wealth projection and optimization techniques

Strong written and verbal communication skills; must convey knowledge and credibility to team members and stakeholders

Experience driving change within organizations and managing stakeholders across multiple functions, with the ability to collaborate effectively with cross-functional teams

Knowledge of and proven ability to influence key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management