J.P. Morgan Wealth Management - Vice President, AI-Powered Wealth Growth & Sales Optimization
On-siteColumbus, Ohio, United States
Job Summary
Diagnose lead-to-conversion and deepening performance using quantitative analysis, funnel diagnostics, and large datasets to identify friction points across advisor workflows. Define business problems by scoping work, sizing opportunities, and setting success metrics tied to incremental conversion lift and advisor productivity. Translate needs into delivery-ready requirements for analytics and technology partners, including data sources, logic, and acceptance criteria. Drive delivery from build through rollout for advisor-facing tools, including ML and GenAI-enabled capabilities, with auditability and controls embedded from day one. Align stakeholders across Sales, Product, Finance, Marketing, and Risk to remove blockers and maintain operating rhythms with governance. Measure outcomes through reporting and experimentation, refining solutions based on quantified results and advisor feedback.
Required Qualifications
- 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
Desired Qualifications
- 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
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