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AI-Driven Planning & Analytics Lead Wealth

Job in New York, New York County, New York, 10261, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-06-03
Job specializations:
  • Finance & Banking
    Financial Manager
  • Management
    Financial Manager
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: AI-Driven Planning & Analytics Lead for Wealth
Location: New York

JPMorgan Chase & Co. is seeking a Head of Planning and Analysis for its Wealth Management division. The ideal candidate will support the CFO in financial planning, reporting, and strategic analysis. This role involves leading initiatives for budgeting and business performance reviews, requiring over 10 years of experience in finance or management consulting.

Responsibilities include driving change in processes and analytics while managing a talented team. The position requires strong leadership skills, proficiency in data analytics tools, and effective communication across all levels of management.

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