Ian Erard
Product Director, Wealth Management at J.P. Morgan | New York City Metropolitan Area
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As the Product Director for Wealth Management at J.P. Morgan, Ian Erard is at the forefront of innovation, leading a dedicated team in the development of agentic AI systems designed specifically for financial advisors and servicing. With a strong emphasis on service-oriented architecture (SOA), Ian's role encompasses not just product strategy but also the integration of cutting-edge technology into the wealth management landscape. His expertise in quantitative data and enterprise software allows him to drive impactful solutions that enhance the advisor-client relationship, streamline processes, and ultimately improve client outcomes.
Ian’s approach to leadership is characterized by a low-ego, high-impact philosophy, fostering a collaborative environment where creativity and strategic thinking thrive. His background as a musician and recording engineer informs his unique perspective on product development, allowing him to blend artistry with technical acumen. This diverse experience has equipped him with a keen understanding of the importance of quality assurance and process improvement in delivering robust financial services.
Currently, Ian is spearheading key projects that leverage AI to empower financial advisors, enabling them to make data-driven decisions and provide personalized service to their clients. His ability to lead cross-functional teams and engage in business analysis ensures that every initiative aligns with J.P. Morgan's overarching goals of innovation and excellence in wealth management. As the financial industry continues to evolve, Ian's commitment to building impactful products and teams positions him as a pivotal figure in shaping the future of wealth management at J.P. Morgan.
Product Director, Wealth Management at J.P. Morgan in May 2024 to Present
Principal, Financial Services at Unqork in February 2023 to May 2024
Director, Financial Services at Unqork in February 2022 to February 2023
Manager, Financial Services at Unqork in May 2021 to February 2022
Director, Chief Transformation Office at Prudential Financial in March 2020 to May 2021
Manager, Corporate Strategy at Prudential Financial in July 2018 to March 2020
Summer Consultant at The Boston Consulting Group (BCG) in May 2017 to August 2017
Various Roles at J.P. Morgan in January 2008 to January 2016
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Duke University - The Fuqua School of Business, Master of Business Administration (M.B.A.)
University of Illinois Urbana-Champaign, Bachelor’s Degree
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Project Management
Analytical Skills
Product Development
Service-Oriented Architecture (SOA)
Quantitative Data
User Experience (UX)
Software as a Service (SaaS)
Product Design
Business Requirements
Enterprise Software
Organization Skills
Quality Assurance
System Performance
New Business Opportunities
Negotiation
Team Management
External Relationships
Communication
Commercial Software
Business Planning
Transactional Banking
Financial Analysis
Business Development
Credit Risk
Credit Portfolio Management
Leadership
Cross-functional Team Leadership
Strategy
Due Diligence
Process Improvement
Strategic Partnerships
Business Analysis
Client Engagement
Financial Services
Financial Modeling
Finance
Management
Entrepreneurship
Unqork Platform
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Discover more about J.P. MorganWhat is Ian Erard email address?
Email Ian Erard at [email protected] and [email protected]. This email is the most updated Ian Erard's email found in 2026.
What is Ian Erard phone number?
Ian Erard phone number is 8476360890.
How to contact Ian Erard?
To contact Ian Erard send an email to [email protected] or [email protected]. If you want to call Ian Erard try calling on 8476360890. (updated on February 02, 2025)
What company does Ian Erard work for?
Ian Erard works for J.P. Morgan
What is Ian Erard's role at J.P. Morgan?
Ian Erard is Product Director, Wealth Management
What industry does Ian Erard work in?
Ian Erard works in the Management Consulting industry.
Ian Erard Email Addresses
Ian Erard Phone Numbers
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