JPMorgan Chase
New York City, NY

VP, Advisor Lead Quant Analytics - JPM Wealth Management at JPMorgan Chase

| New York City, NY
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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.
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What are JPMorgan Chase Perks + Benefits

Culture
Volunteer in local community
Partners with Nonprofits
Diversity
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Game Room
Professional Development Benefits
Tuition Reimbursement
Diversity Program

An Insider's view of JPMorgan Chase

What’s the vibe like in the office?

My favorite thing about JPMorgan Chase is the vast number of problems we solve, and the diversity it takes to do that. Moving money, enabling payments and producing a world class customer experience are just a fraction of what we work on. Because the office is so casual and open, I get to participate in discussions on all of this.

Nick S.

Executive Director, Software Engineering

What projects are you most excited about?

As one of the largest financial institutions in the world, our scope of impact is huge. Knowing that a system we deliver is responsible for things millions do daily such as paying for groceries, withdrawing cash, or getting a loan pushes us toward solutions that scale, which is the most challenging but also the most rewarding part of our projects.

Edwin T.

Executive Director, Site Reliability Engineering

How does the company support your career growth?

JPMorgan has helped me develop as a professional – both as a technologist and as a business leader. I have taken advantage of executive leadership training and development aligned to the firm’s culture of “How We Do Business.” I feel good about working for a firm that invests in its #1 asset – US!

Lupe C.

Executive Director

How do you empower your team to be more creative?

Empowerment for Idea generation, problem solving and innovation is best coming from those who do the work. I engage my technologist in high profile work and foster an environment where ideas are welcome. Empowerment of our technologists is the key to success. Teams dig in, innovate and identify ways to create a better client experience.

Dawn T.

Managing Director, Software Engineering

How does the company support your career growth?

Working at JPMC has been a wonderful experience. I love how much JPMorgan Chase cares about its communities by offering support of technologists to local non-profit organizations through social innovation programs. The company also invests in its employees and provides many learning opportunities to us.

Meng M.

Software Engineer

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