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About JPMorgan Chase
JPMorgan Chase & Co. is a global financial services firm and one of the largest banks in the world, offering investment banking, commercial banking, asset management, and consumer financial services.
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As the J.P. Morgan Wealth Management - Executive Director, AI-Powered Wealth Growth & Sales Optimization, you will lead the strategy and execution for the lead-to-conversion journey within CCB Wealth Management. You will act as a cross-functional leader across business, data, and technology teams to build a centralized lead operating system featuring omni-queue routing and automated prioritization. Your daily work involves identifying and scaling GenAI solutions—such as summarization, context synthesis, and next-best-action guidance—into advisor workflows while ensuring auditability and responsible use. You will manage the sales optimization roadmap, define success metrics like conversion and cycle time, and analyze large datasets using SQL and BI tools to identify bottlenecks. The role focuses on solving complex problems in wealth management by improving advisor productivity and optimizing lead management through advanced analytics and automated workflow technologies.
Set the sales optimization roadmap across the lead-to-conversion journey based on impact and feasibility.
Analyze large datasets and funnel data to identify root causes and quantify growth opportunities.
Establish success metrics and measurement frameworks that link technical delivery to advisor productivity.
Translate business priorities into clear requirements and acceptance criteria for analytics and technology teams.
Lead cross-functional delivery and change management to launch advisor-facing tools and process improvements.
Influence senior stakeholders through structured decision points and clear narratives regarding project trade-offs.
Monitor post-launch performance through reporting and experimentation to iterate on results quickly.
What we're looking for
10+ years of experience in sales strategy, sales operations, growth strategy, revenue operations, business analytics, consulting, or product strategy.
Senior leadership experience driving measurable growth and operational performance in a complex, regulated environment.
Demonstrated ability to lead cross-functional initiatives from strategy through delivery across business, data/analytics, and engineering teams.
Strong understanding of funnel performance management including lead capture, routing, prioritization, conversion, and capacity planning.
Ability to analyze large datasets using tools such as spreadsheets, SQL, and BI.
Experience defining success measures and measurement plans with strong executive communication skills.
Working knowledge of GenAI/LLMs applied in sales or advisor workflows with focus on governance and responsible use.
Experience in wealth management, banking, or advisor-led models (preferred); experience building omni-queue systems (preferred); hands-on experience launching GenAI tools (preferred).
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