The My JPM Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their wealth goals through actionable plans and ongoing, personalized support, with or without an advisor. The team is charged with creating a fully integrated, elegant and seamless end-to-end experience for clients and advisors across the Aspiring Affluent, Established, and High Net Worth client segments. We build the strategic vision and lead the development of products and solutions. Our strategy is to create solutions that deepen client and advisor engagement, increase scale and profitability, attract new clients and drive advisor productivity.
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