JPMorgan Chase
Digital Planning & Advice Associate
$100K–$155K
New York, NY · Full-time · Posted Oct 13, 2026
About the job
Advances JPMorgan Chase’s Planning and Advice Transformation by helping digitize advisor-facing capabilities and modernize a unified planning experience.
What you'll do
- Drive cross-functional transformation workstreams from problem framing through execution, partnering with Technology, Product, and Business teams.
- Support the digitization of advisor planning tools, from requirements gathering through launch and adoption.
- Synthesize information into leadership recommendations and updates, and support advisor training, communications, and feedback.
Nice to have
- Experience in wealth management, private banking, or financial advisory services.
- Background in strategy, transformation, or advisory work; exposure to financial planning platforms or advisor-facing digital tools is also preferred.
Pay
$99,750.00-$155,000.00 (base salary)
Model-written summary · the original posting is authoritative