U.S. Private Bank

Organization Description

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​ J.P. Morgan Private Advisory is a cross-disciplinary group of over 100 global specialists within the Private Bank who collaborate to deliver innovative and forward-thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their goals. 

The Senior Estate Planning Innovation Lead will join J.P. Morgan Private Advisory. This individual will be expected to lead the digital transformation of the estate planning offering, driving the design and implementation of innovative technology solutions to enhance the client and advisor experience. 

Job Description

Estate planning advice is a critical topic for high net worth individuals, especially in understanding how their balance sheet interacts with their estate planning documents. We are seeking a highly skilled and experienced professional to lead the digital transformation of our estate disposition offering, which helps our clients understand the structure and eventual implications of their estate planning documents on their assets and beneficiaries and heirs. This role is pivotal in bringing to life our vision for a platform that will enhance the capabilities of our estate planning review team and provide valuable insights to advisors and clients. The ideal candidate will have a strong background in estate planning and tax, preferably with a legal or accounting background, and experience in project management and digital technology development. Success in this role will be defined by the successful implementation of a digital solution that scales our estate planning review services, enabling more advisors to engage their clients in this dialogue, and enhancing and deepening client relationships.

Job 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.

Qualifications, Capabilities, and Skills

• 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
• 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