J.P. Morgan Wealth Management - Executive Director, AI-Powered Wealth Growth & Sales Optimization

Build the next generation of sales effectiveness in CCB Wealth Management by turning funnel optimization, analytics, behavioral insights, and GenAI into advisor action at scale. Bring product leadership, operating rigor, and cross‑functional delivery skills to embed capabilities into day‑to‑day workflows with measurable impact and senior stakeholder visibility.

As an Executive Director in AI‑Powered Wealth Growth & Sales Optimization (Columbus, OH), you will own the strategy and execution agenda across the lead‑to‑conversion journey. You will operate as the quarterback across Business, Data & Analytics, and Technology, with regular engagement with CFO/CMO/CEO stakeholders.

You will prioritize the highest‑impact opportunities, define success measures, and establish a test‑and‑learn cadence that improves conversion and advisor productivity. You will champion a centralized lead operating system where leads are captured, prioritized and routed, worked through an omni‑queue, and continuously optimized through measurement and experimentation. A core mandate is to pilot and scale GenAI solutions embedded in frontline advisor workflows with controls, auditability, training, and responsible use standards.

Job responsibilities:

• Set the sales optimization roadmap across the lead‑to‑conversion journey, prioritizing initiatives based on impact, feasibility, and speed to value

• Own the centralized lead operating system vision, including an omni‑queue approach for prioritization and speed‑to‑lead (rule design, monitoring, tuning)

• Establish success metrics and a measurement framework (conversion, cycle time, capacity, coverage, advisor productivity) with clear scorecards, definitions, and accountability

• Diagnose performance using funnel analysis and large datasets to identify bottlenecks, routing‑fit issues, and working‑mechanics gaps; quantify opportunity size and define problems worth solving

• Identify, pilot, and scale GenAI use cases that improve conversion and productivity (summarization, context synthesis, next‑best‑action guidance, follow‑up drafting, workflow automation)

• Translate business priorities into clear requirements and acceptance criteria for analytics and technology partners (data definitions, workflow intent, delivery governance; data product patterns such as curated datasets, semantic layers, APIs)

• Lead cross‑functional delivery and change management to embed new processes, tools, and GenAI capabilities into advisor workflows; monitor performance post‑launch and iterate through a closed‑loop optimization cadence

Required qualifications, capabilities, and skills

• 10+ years of experience in sales strategy, sales operations, growth strategy, revenue operations, business analytics, consulting, or product strategy

• Senior leadership experience driving measurable growth and operational performance in a complex, regulated environment

• Demonstrated ability to lead a portfolio of cross‑functional initiatives from strategy through delivery, adoption, and measurement across business, data/analytics, and engineering teams

• Strong understanding of funnel performance management (lead capture, routing, prioritization, conversion, capacity planning)

• Ability to analyze large datasets using tools/approaches such as spreadsheets, SQL, and BI

• Experience defining success measures and measurement plans that connect work to business outcomes; strong executive communication skills

• Working knowledge of GenAI/LLMs applied in sales or advisor workflows, with emphasis on governance, controls, auditability, and responsible use

Preferred qualifications, capabilities, and skills

• Experience in wealth management, banking, or advisor‑led sales models, including lead distribution and referral operating mechanisms

• Experience building or scaling centralized queue‑based operating models (omni‑queue) and routing logic across channels

• Hands‑on experience launching GenAI‑enabled workflow tools (summarization, drafting, next‑best‑action, knowledge retrieval, workflow automation) with measurable lift

• Familiarity with data integration challenges across enterprise systems and modern data product patterns (curated datasets, semantic layers, APIs)

  
  

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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