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