J.P. Morgan Wealth Management - Vice President, Program Project Manager, AI Strategy and Design
Help shape the future of Wealth Management by turning the latest AI advancements into measurable impact for advisors and clients.
As the Vice President, AI Strategy and Design in Wealth Management, you will lead the strategy and design of AI initiatives across Wealth Management.
Reporting to the COO, you’ll partner with Product and Technology teams to identify, prioritize, and implement solutions using Generative AI, agentic AI, machine learning, and automation. You’ll also collaborate with advisors and field leaders to ensure the AI roadmap aligns to real business needs and drives operational and advisor efficiency.
Job responsibilities
- Develop and drive a comprehensive AI strategy for Wealth Management aligned to business goals and growth
- Identify and prioritize AI use cases that improve operational efficiency, advisor productivity, and client service
- Partner with Product and Technology teams to design, build, and integrate AI solutions across the business
- Serve as a thought leader and subject matter expert on emerging AI trends, capabilities, and best practices
- Collaborate with advisors and field leaders to translate needs into actionable AI initiatives
- Monitor solution effectiveness and provide insights to continuously improve outcomes
Champion a culture of innovation and responsible AI adoption
Required qualifications, capabilities, and skills
- Proven experience leading AI strategy and solution design, ideally in financial services or wealth management
- Expertise across Generative AI, agentic AI, machine learning, and automation technologies
- Demonstrated ability to identify, prioritize, and deliver impactful AI use cases in complex environments
- Ability to partner cross-functionally with Product, Technology, and business teams as an individual contributor
- Strong communication and stakeholder management skills, including engaging advisors and field leaders
- Bachelor’s degree required
- Located in New York with minimal to no travel required
Preferred qualifications, capabilities, and skills
- Advanced degree in a relevant field
- Experience building AI roadmaps with measurable business outcomes
- Familiarity with best practices for responsible AI adoption and governance
- Track record of driving a culture of innovation within an organization
About Us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the TeamSkills Required
- Proven experience leading AI strategy and solution design, ideally in financial services or wealth management.
- Expertise across Generative AI, agentic AI, machine learning, and automation technologies.
- Demonstrated ability to identify, prioritize, and deliver impactful AI use cases in complex environments.
- Ability to partner cross-functionally with Product, Technology, and business teams as an individual contributor.
- Strong communication and stakeholder management skills, including engaging advisors and field leaders.
- Bachelor's degree.
- Located in New York with minimal to no travel required.
- Advanced degree in a relevant field.
- Experience building AI roadmaps with measurable business outcomes.
- Familiarity with best practices for responsible AI adoption and governance.
- Track record of driving a culture of innovation within an organization.
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
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What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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