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May 21-23, 2024
Marriott Marquis San FranciscoSan Francisco, CA

Ranjit Samra
Head of Product and Experience at J.P. Morgan Wealth Management


Ranjit Samra is the Head of Product & Experience for J.P. Morgan Wealth Management at JPMorgan Chase & Co., responsible for elevating the advisor and client experience through modern, intuitive and innovative products. He sets the strategy and planning for product development; works to deliver client and advisor engagement across J.P. Morgan Wealth Management’s platforms and products; and ensures J.P. Morgan Wealth Management is delivering business value.

Prior to that, Ranjit was the Head of Technology for J.P. Morgan Wealth Management, overseeing over 1,000 technologists and driving technology delivery, modern engineering practices and innovation for Wealth Management products. Ranjit is a member of the J.P. Wealth Management Leadership Team.

Ranjit joined J.P. Morgan in 2018 as the Head of Controls, Legal and Regulatory Technology in Corporate Technology. He came from Credit Suisse, where he was the Chief Information Officer for Corporate Services. Prior to that, Ranjit was a Managing Director at Morgan Stanley, where he worked for 23 years.

Ranjit is an experienced CIO and CPO, having worked in global financial services developing software solutions, including wealth management, commercial real estate investing and private equity, equity research, prime brokerage and global custody. Ranjit also successfully established 'startup' Technology Centers for Morgan Stanley in Mumbai and Montreal.

He is a highly entrepreneurial leader with a proven track record of building and motivating high-performing global teams, developing strong business partnerships and leading large application development teams through modern engineering practices and digital transformational programs. Ranjit is passionate about developing leaders and has served as a mentor throughout his career.

Ranjit earned a Bachelor of Science (Honours) degree in Electrical and Electronic Engineering from City University and a Masters in Business Administration from Cass Business School, both in London. Ranjit has also lived and worked in Luxembourg, Zurich, New York, Mumbai and Montreal.

Ranjit and his family live in Stamford, Conn., where he is the Treasurer of his local neighborhood association. Ranjit has served his local community as a member of the Council of Trustees for the Sikh Temple in Norwalk, and as a co-founder, administrator and teacher of the Sunday School program. He currently serves as the Chair of the NY/CT Regional Board of BuildOn, an organization that empowers youth from under-resourced high schools to build solidarity through service. In 2018, Ranjit participated in a BuildOn Trek to build a school in Nepal and raised funds for the Robin Hood Foundation by running the NYC Marathon. Ranjit is also current serving as a board member for Wall Street Technology Association (WSTA), representing JPMorgan Chase as a member firm.

Agenda Sessions

  • Power Panel: Why Reimagining Customer Experience Is Vital For Financial Institutions To Compete In A Hyper Personalized World. What Lessons Can Be Learnt From Other Industries?