J.P. Morgan Wealth Management - Vice President, AI-Powered Wealth Growth & Sales Optimization

Build what doesn’t exist yet at JPMorganChase: a centralized lead operating system that turns data, behavioral science, and governed AI into advisor action across a 90MM+ customer base in Consumer and Community Bank (CCB) Wealth Management (retail/mass‑affluent). You will grow your career through mobility, high visibility to senior leadership, and the benefits of a global financial institution—while applying your analytics, problem‑framing, and cross‑functional delivery skills. Shape practical workflows that help advisors connect with the right clients at the right time, including capabilities such as lead intelligence/propensity, routing‑fit signals, next‑best‑action guidance, and follow‑up drafting—delivered with strong controls, auditability, and responsible use standards.

As a Vice President for AI‑Powered Sales Optimization in the Consumer and Community Banking Wealth Management Sales Optimization team, you will own analytical problem solving across the lead‑to‑conversion journey and turn hypotheses into measurable improvements. Based in Columbus, OH, you will help build and continuously improve a centralized lead operating system that drives advisor action at scale. You will use large datasets to diagnose what drives performance, define clear success metrics, and apply test‑and‑learn methods to improve results over time. You will partner with analytics and technology teams to deliver advisor‑ready capabilities—embedding advanced analytics, machine learning, and GenAI into day‑to‑day workflows. You will align stakeholders across Sales, Product, Finance, and Marketing to remove blockers and keep delivery on track, with strong governance, auditability, and responsible use standards.

Job responsibilities:

• Diagnose lead‑to‑conversion performance using funnel analysis and large datasets to identify bottlenecks, routing‑fit issues, and the highest‑impact opportunities across the centralized lead operating system

• Scope work by framing problems, sizing opportunities, and defining success measures and key metrics including conversion, cycle time, capacity, coverage, and advisor productivity

• Translate business needs into delivery‑ready requirements including data definitions, logic, acceptance criteria, and workflow intent for analytics and technology partners

• Lead delivery from build through user testing and rollout for advisor‑facing tools, GenAI‑enabled capabilities, and process improvements with strong controls, auditability, fairness considerations, and responsible use standards

• Align stakeholders by removing blockers, managing dependencies, and maintaining a clear delivery cadence across Business, Data & Analytics, and Technology teams

• Communicate decisions, progress, results, and tradeoffs to teams and senior leaders through clear, concise narratives and visuals

• Measure outcomes through reporting and experimentation, refine solutions based on results, and support a closed‑loop optimization cadence that improves lead prioritization and advisor workflows

Required qualifications, capabilities, and skills

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

• Ability to analyze large datasets and use common analysis methods and tools such as spreadsheets, SQL, or business intelligence tools to inform prioritization and decisions

• Experience defining success measures and measurement approaches that connect work to business outcomes

• Experience translating business problems into structured requirements for analytics and technology teams including clear definitions, acceptance criteria, and workflow intent

• Proven ability to lead cross‑functional workstreams and deliver outcomes without direct authority in a complex, regulated environment

• Strong written and verbal communication skills including synthesizing complex analysis into clear recommendations for senior and cross‑functional audiences

• Ability to manage multiple concurrent initiatives from problem definition through delivery, measurement, and iteration with working familiarity of GenAI/LLM capabilities and their practical application in advisor workflows

Preferred qualifications, capabilities, and skills

• Experience in wealth management, financial services, or advisor‑led sales models including familiarity with lead distribution and referral operating mechanisms

• Experience partnering with data science and engineering teams to deliver GenAI‑enabled or machine learning‑powered solutions embedded in day‑to‑day advisor workflows

• Familiarity with centralized queue‑based operating models including omni‑queue, routing logic, and lead management ecosystems

• Experience using test‑and‑learn methods, controlled experiments, or ongoing performance monitoring to improve conversion or productivity outcomes

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