JPMorganChase · 4 days ago
U.S. Private Bank - Estate Planning Innovation Lead - Executive Director
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$170K/yr - $350K/yr
8+ years expJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. The Senior Estate Planning Innovation Lead will be responsible for leading the digital transformation of the estate planning offering, focusing on innovative technology solutions to enhance the client and advisor experience.
Asset ManagementBankingFinancial 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
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
Preferred
Experience in developing digital tools or platforms for financial services or estate planning preferred
Recognized thought leader within the estate planning or financial services industry preferred
Experience with AI-driven technology solutions preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-17
2026-01-16
2026-01-13
Company data provided by crunchbase