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Visionary Lead, Financial Planning Tools & Strategy

Remote / Online - Candidates ideally in
Jersey City, Hudson County, New Jersey, 07390, USA
Listing for: Next Frontier Capital
Remote/Work from Home position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 250000 - 350000 USD Yearly USD 250000.00 350000.00 YEAR
Job Description & How to Apply Below

J.P. Morgan Wealth Management is seeking a Head of Financial Planning Tools & Strategy to define the vision for advisor planning tools and drive adoption across the organization. You will partner with product and technology leaders to deliver best-in-class solutions to advisors and clients.

You will bridge field and home office, ensure alignment with advisor needs, and lead change-management initiatives to scale adoption of planning capabilities across a large, distributed team.

We are looking to fill the Visionary Lead, Financial Planning Tools & Strategy position at Next Frontier Capital in Jersey City, NJ, United States.

For the Visionary Lead, Financial Planning Tools & Strategy position at Next Frontier Capital, we are reviewing applications now.

Step into the Visionary Lead, Financial Planning Tools & Strategy role at Next Frontier Capital in Jersey City, NJ, United States and grow with us.

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