Job Description
**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 f...
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 f...