Job Description The Data & Analytics team is the engine that powers JPMorgan Chase with insights to create competitive advantages for our business and deliver 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 JPMorgan Chase is transforming our U.S. wealth management business to accelerate growth. We are looking for a talented quantitative Vice President to help inform our lead and referral strategy across the US Wealth Management (USWM) business unit that includes Chase Wealth Management, JP Morgan Advisors, and our Online Investing digital platforms. Reporting to the USWM Leads Analytics 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 so we're looking for exceptionally creative, ambitious, \"data curious\" thinkers who can help extract true business value from data. A typical day might include:

• Partnering with key executives to establish a roadmap for enhancing the capabilities of our data-driven leads platform, including the volume, variety, and velocity of leads
• Leading 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 driven new accounts or assets
• Analyzing the entirety of the lead funnel from digital "hand raise" through triage and routing to an Advisor in order to diagnose friction points and identify opportunities to increase conversion
• Developing an approach to prioritize leads for advisors based on value of the individual opportunity, urgency of the conversation, and client engagement patterns
• Providing expertise as to how big data, machine learning, or business intelligence can be leveraged to understand different client / prospect personas
• Leveraging 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

You are a strong candidate if you:

• Think of yourself as part quantitative analyst and part product owner with a passion for optimizing the tools that enable a workforce to effectively build client relationships
• 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 programming skills needed for both the computational aspects of big data as well as working with statistical models
• Know when the "juice is worth the squeeze" - you stay abreast of new analytic techniques but can recognize and apply a more straightforward analytic approach when the question you are answering is less complex
• Comfortably navigate hierarchy, culture and politics; you run meetings with grace and agility, ask the right questions, disagree without being disagreeable, and can flex your communication style with "business" and "technical" audiences
• 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

Bonus points if you:

• Previously worked in a workforce analytics, sales performance analytics, or sales science organization
• Are proficient with Business Intelligence (BI) tools (e.g. Tableau, Shiny Dashboards)
• 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 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

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Full vaccination is a requirement for this role for new hires joining JPMorgan Chase. Additional requirements include sharing information including your vaccine card in the firm's vaccine record tool and may include mask wearing and social distancing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Note: The requirement to be fully vaccinated to be hired for this role does not apply to roles with a work location in Arkansas, Florida, Iowa, Montana, and Tennessee. For applicants to these roles, JPMorgan Chase will consider all qualified applicants regardless of vaccination status, due to state and local laws.
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.