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 helps advisors connect with the right clients at the right time across 90MM+ customers and four channels. Bring your analytics, problem-framing, and cross-functional delivery skills to ship governed capabilities with measurable impact and senior leadership visibility. Join a fast-moving team inside a global financial institution with strong benefits, scale, and a build-and-ship culture focused on responsible innovation.

As a Sales Optimization Vice President for the Consumer and Community Banking (CCB) Wealth Management, Sales Optimization team, you will own analytical problem solving across the lead-to-conversion and deepening journey and translate insights into initiatives that drive measurable conversion lift, advisor productivity, and client asset growth. This role is aligned to Vice President level and is based in Columbus, OH, and you will help build a centralized lead operating system spanning Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and Self-Directed Investing.

You will diagnose where journeys break down using quantitative analysis and large datasets, define what “good” looks like through hard metrics, and run test-and-learn cycles that compound performance over time. You will partner with Data & Analytics and Technology teams to deliver workflow-ready capabilities for advisors, including machine learning (ML) driven prioritization and generative AI (GenAI) enabled assistance embedded into day-to-day tools. You will align stakeholders across Sales, Product, Finance, Marketing, field leadership, and Risk to remove blockers and maintain operating rhythms with governance, controls, and auditability from day one.

Job responsibilities:

• Diagnose lead-to-conversion and deepening performance using quantitative analysis, funnel diagnostics, and large datasets to identify the highest-impact opportunities and key friction points across advisor workflows and routing logic

• Define business problems by scoping work, sizing opportunities, and setting success metrics tied to outcomes such as incremental conversion lift, cycle time reduction, capacity and coverage, and advisor productivity

• Translate business needs into delivery-ready requirements for analytics and technology partners, including data sources, definitions, logic, acceptance criteria, and workflow intent that teams can build against without ambiguity

• Drive delivery from build through user testing and rollout for advisor-facing tools and process improvements, including ML and GenAI-enabled capabilities, with auditability, controls, and responsible use standards embedded from the start

• Align stakeholders across Business, Data & Analytics, Technology, and Risk by removing blockers, managing dependencies, and maintaining a clear delivery cadence with crisp ownership at decision points

• Communicate decisions, progress, results, and tradeoffs to working teams and senior leaders through concise narratives and practical visuals that connect analytical findings to business outcomes and recommended actions

• Measure outcomes through reporting and experimentation, monitor incremental performance lift against defined baselines, and refine solutions based on quantified results and advisor feedback

Required qualifications, capabilities, and skills

• 7+ years of experience in sales strategy, sales operations, business analytics, consulting, or product strategy within a complex, cross-functional organization

• Strong quantitative toolkit: experience analyzing large datasets and using SQL, business intelligence tools, and/or advanced spreadsheet methods to drive decisions (not just reporting)

• Ability to define success metrics and measurement plans that connect work to business outcomes, including distinguishing leading indicators from lagging results

• Experience translating business problems into build-ready requirements for analytics and technology teams (clear definitions, acceptance criteria, and workflow intent)

• Proven ability to lead cross-functional workstreams and drive outcomes through influence in a regulated environment

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

• Ability to manage multiple concurrent initiatives from problem definition through delivery, measurement, and iteration, with ownership, intellectual curiosity, and a bias toward shipping

Preferred qualifications, capabilities, and skills

• Experience in wealth management, financial services, or advisor-led sales models, including familiarity with lead distribution, referral routing, or centralized queue-based operating models

• Experience partnering with data science and engineering teams to deliver ML-powered and/or GenAI-enabled solutions embedded in production workflows

• Experience with test-and-learn methods, controlled experiments, or closed-loop performance monitoring to improve conversion, retention, and/or advisor productivity outcomes over time

• Familiarity with customer relationship management platforms and lead management ecosystems used in day-to-day advisor workflows and how analytics integrates into the point of action