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

JP Morgan Chase

Commercial Banks, Retail Banks

Columbus, OH - USA

Vice President

Experteer Overview

In this role, you set the sales optimization strategy across the lead-to-conversion journey and own a portfolio of initiatives. You will translate data and business priorities into advisor-ready tools and measurable outcomes, partnering with analytics and technology teams. You’ll align senior stakeholders to accelerate decisions and sustained impact, enabling advisors to connect with the right clients at the right time. This is a high-impact role at a global financial institution with a startup-like atmosphere that emphasizes experimentation, learning, and growth.

Compensation / Benefits

base salary
commission-based pay and/or discretionary incentive compensation
equity (forfeitable)
comprehensive health care coverage
retirement savings plan
tuition reimbursement

Responsibilities

Define and manage the sales optimization roadmap across the lead-to-conversion journey based on impact, feasibility, and value speed
Use funnel analysis and large datasets to diagnose performance, quantify opportunities, and frame problems worth solving
Establish success metrics, measurement frameworks, and governance linking delivery to conversion, productivity, and client outcomes
Translate business priorities into clear analytics and technology requirements, including data definitions and workflow intent
Lead cross-functional delivery and change management to roll out advisor-facing tools and durable process improvements
Influence senior stakeholders with clear narratives, tradeoffs, and progress updates
Monitor post-launch performance with reporting and experiments, iterating to boost impact and reduce rework

Key requirements

10+ years of experience in sales strategy, operations, analytics, consulting, or product strategy
Experience leading cross-functional portfolios from strategy through delivery and measurement
Ability to analyze large datasets using spreadsheets, SQL, and BI tools for prioritization
Defined success measures, metrics, and measurement plans tied to business outcomes
Ability to translate business problems into structured analytics and tech requirements
Strong written and verbal communication skills for senior and cross-functional audiences
Partner with analytics and technology leaders to deliver workflow improvements that lift conversion, productivity, or client engagement

effective communication cross-functional collaboration stakeholder management SQL spreadsheets business intelligence tools

Description

In this role, you set the sales optimization strategy across the lead-to-conversion journey and own a portfolio of initiatives. You will tra…

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