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Optimized Insurance Planning Jobs in New York (NOW HIRING)

System One

Freelance Planning Analyst

Manhattan, NY · Remote

$30 - $34/hr

Support in-season business optimization by evaluating pricing scenarios, promotional impacts, and ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

System One

Freelance Planning Analyst

Manhattan, NY · Remote

$30 - $34/hr

Support in-season business optimization by evaluating pricing scenarios, promotional impacts, and ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

System One

Freelance Planning Analyst

Manhattan, NY · Remote

$30 - $34/hr

Support in-season business optimization by evaluating pricing scenarios, promotional impacts, and ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

System One

Freelance Planning Analyst

Manhattan, NY · Remote

$30 - $34/hr

Support in-season business optimization by evaluating pricing scenarios, promotional impacts, and ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

System One

Freelance Planning Analyst

Manhattan, NY · Remote

$30 - $34/hr

Support in-season business optimization by evaluating pricing scenarios, promotional impacts, and ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

OEC Group

CargoWise ERP Manager

New Hyde Park, NY · On-site

$150K - $170K/yr

You will be instrumental in optimizing business processes and improving operational efficiency. Key ... Health Insurance Coverage (Medical Vision and Dental) * Life and Accidental Insurance Coverage

System One

Freelance Planning Analyst

Manhattan, NY · Remote

$30 - $34/hr

Support in-season business optimization by evaluating pricing scenarios, promotional impacts, and ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

System One

Freelance Planning Analyst

Manhattan, NY · Remote

$30 - $34/hr

Support in-season business optimization by evaluating pricing scenarios, promotional impacts, and ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

OEC Group

CargoWise ERP Manager

New Hyde Park, NY · On-site

$150K - $170K/yr

You will be instrumental in optimizing business processes and improving operational efficiency. Key ... Health Insurance Coverage (Medical Vision and Dental) * Life and Accidental Insurance Coverage

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Optimized Insurance Planning information

What is the difference between Optimized Insurance Planning vs Insurance Advisor?

AspectOptimized Insurance PlanningInsurance Advisor
CredentialsCertifications in insurance and financial planningInsurance licenses, such as Life and Health
Work EnvironmentFinancial firms, consulting firms, or independent practiceInsurance agencies, brokerages, or direct sales
Industry UsageFocuses on comprehensive risk management and financial strategiesFocuses on selling insurance products and policies

Optimized Insurance Planning involves creating tailored, strategic insurance solutions considering overall financial goals, often requiring advanced certifications. Insurance Advisors primarily focus on selling and advising on specific insurance products. While both roles operate within the insurance industry, Optimized Insurance Planning emphasizes holistic financial planning, whereas Insurance Advisors concentrate on product sales and client acquisition.

What are popular job titles related to Optimized Insurance Planning jobs in New York?

For Optimized Insurance Planning jobs in New York, the most frequently searched job titles are:

What job categories do people searching Optimized Insurance Planning jobs in New York look for?

The top searched job categories for Optimized Insurance Planning jobs in New York are:

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Optimized Insurance Planning jobs near you

JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine

JPMorgan Chase & Co.

Manhattan, NY • On-site

$130 - $180/hr

Other

Posted 22 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

72nd of 174 rated banks

Job description

The My JPM Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their goals through actionable plans and personalized support — with or without an advisor.

We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors. Our strategy is centered on deepening engagement, increasing scale and profitability, attracting new clients, and driving advisor productivity.

As a Vice President Product Owner on the Wealth Plan Planning Engine team, you will serve as the subject matter expert for Wealth Plan's Planning Engine algorithm and logic. You will partner with cross-LoB stakeholders to innovate, deliver on the product roadmap, and bring deep expertise in financial planning and data modeling to drive meaningful results. You will also drive the integration of AI and LLM-powered capabilities into the planning experience, shaping how intelligent automation enhances client and advisor outcomes.

Job Responsibilities
  • Develop a deep understanding of JPMorgan Wealth Plan's Planning Engine algorithm and logic to support existing requirements and deliver the future product roadmap
  • Help validate, issue-spot, and debug Planning Engine outputs and results
  • Work closely with Product and Technology partners on pending enhancements, ensuring accurate implementation
  • Enhance existing documentation of algorithms and processes to institutionalize knowledge
  • Build and maintain expertise across core wealth planning domains: retirement planning, education funding, debt management, insurance planning, tax planning, and estate planning
  • Design and build Excel-based wireframe analytics as proof-of-concept for evolving Planning Engine features and other tools and calculators with cross-LoB implications
  • Generate insightful approaches to driving goals-based advice, aligning client and advisor experiences for superior outcomes
  • Proven use of AI-assisted tools for data exploration and analysis to support faster, evidence-based product decisions.
  • Define product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight.
  • Use AI tools to synthesize qualitative research into structured themes, opportunity areas, and prioritization inputs that inform the planning engine roadmap.
  • Leverage AI tools to prototype planning concepts, user flows, and lightweight wireframes to validate ideas and accelerate iteration before committing engineering resources.
Required qualifications, capabilities, and skills
  • 6+ years of related experience with a degree in a quantitative discipline — accounting, finance, economics, engineering, statistics, mathematics, or equivalent
  • Strong knowledge of AI/ML technologies from a product perspective, including generative AI, large language models (LLMs), and agentic AI patterns — with the ability to translate capabilities and constraints into clear product requirements and measurable outcomes.
  • Strong quantitative and analytical skills, including financial/wealth projection, decision-making, and optimization techniques
  • Proven experience building Excel-based calculators and models, including VBA, macros, and add-ins
  • Strong grasp of (or ability to quickly develop expertise in) financial, retirement, charitable, tax, and estate planning strategies
  • Strong written and verbal communication skills with impeccable attention to detail
  • Flexible, team-oriented, and focused on efficiency and process improvement
  • Intellectual curiosity with the ability to credibly engage team members and stakeholders
Preferred qualifications, capabilities, and skills
  • CFP or CFA certification highly preferred
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