Lead Data Scientist - Vice President - Wealth Management

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Columbus, OH
Hybrid
5-7 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role

Job Description
As a Data Science Lead, Vice President, you will be part of the Data & Analytics team that is the engine that powers us with insights to create competitive advantages for our business, and delivers value for our customers. We have unified data and analytics talent across the firm and encompass a variety of disciplines including data science, reporting, quantitative analytics, and data governance. Within this organization, the Decision Sciences team leverages industry-leading data-driven techniques to convert data into meaningful insights that enable the firm to drive value and an outstanding customer experience.
The wealth management industry is rapidly changing and we are transforming our U.S. wealth management business to accelerate growth. We are looking for a talented Vice President to help inform our lead and referral strategies across the US Wealth Management (USWM) business unit that includes JP Morgan Personal Advisors, Chase Wealth Management, JP Morgan Advisors, and Online Investing digital platforms. Reporting to the USWM Leads Sciences Manager, this role will be central in building a scalable, sustainable data driven process that delivers acquisition and deepening opportunities to enable growth within our branch-based and independent advisors' books of business.
This is a vital hands-on role for exceptionally creative, ambitious, \"data curious\" thinkers who can help extract true business value from data.
Job Responsibilities

  • Partner with key executives to establish a roadmap for enhancing the capabilities of our leads platform through identifying opportunities to improve the volume, variety, and quality of leads
  • Lead ideation and execution sessions with product teams, channel owners, practice management and client experience leaders to identify opportunities to enable timely, relevant conversations between Advisors and customers that drive new accounts or assets
  • Analyze the full leads funnel to diagnose friction points and identify opportunities to increase conversion
  • Develop an approach to prioritize leads for triage and advisors based on value of the individual opportunity, urgency of the conversation, and client engagement patterns
  • Provide expertise as to how big data, machine learning, or business intelligence can be leveraged to understand different client / prospect personas propensity for opening new accounts
  • Leverage knowledge of our current and future analytic needs to partner with Technology and Data Management to develop a roadmap for launching new customer data assets


Required qualifications, capabilities, and skills

  • Have a unique combination of technical skills, mathematical know-how, storytelling, and intuition to understand what is happening to data from inception to analytical output to business decision
  • Obsess over all things data, including volume, variety, veracity, velocity, and visualization; you can efficiently manipulate data from disparate sources using Alteryx and other ETL tools and have a keen eye towards automation
  • Demonstrate flexibility and creativity in your problem solving - you geek out about developing an elegant solution versus just solving a problem via brute force
  • Have experience as a practicing data analyst in a field-based sales environment with demonstrated success delivering insights to CRM systems such as Salesforce
  • Think R is more than a letter, PYTHON is more than a snake, and Java is more than an island or coffee bean; you have querying and programming skills and are curious to learn new tools and techniques; are proficient with Business Intelligence (BI) tools (e.g. Tableau, Shiny Dashboards)
  • Perform exploratory data analysis across large enterprise databases (Terabytes) to transform data within sophisticated data warehouse tools (e.g. SQL, Snowflake)
  • Have a strong presence, excellent presentation skills (both written and verbal), and low ego with the ability to deliver recommendations to multiple stakeholders and influence senior management


Preferred qualifications, capabilities, and skills

  • Previously worked in a workforce analytics, sales performance analytics, or sales science organization
  • Are proficient in agile tools and programming tools such as PYTHON
  • Are trained in statistical principles including experimental design and analysis of variance, probability theory, and sampling theory; additional points if you have an advanced degree in Statistics or a related discipline
  • Have conducted advanced modeling (AI/ML) including supervised/unsupervised learning models, regression analysis, classification, and clustering
  • Have a strong grasp of big data disciplines, Agile (scrum) methodologies, and new technologies
  • Are a lifelong learner and hold a growth mindset; we welcome individuals who geek out on industry podcasts, stay abreast of cutting edge techniques, or participate in KDD and Kaggle competitions for "fun" and love to share what they are learning with the rest of the team


***Relocation assistance is not available for this role
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.

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The Company
HQ: New York, NY
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What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

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