This listing doesn't post a salary. Most similar roles pay
$160,854–$216,162.
Based on 240 similar postings.
Employer
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.
JPMorgan Chase currently has
1117 open roles
on FindRole.
Listed pay typically runs
$186,160–$215,000
across 7 roles with salary data.
J.P. Morgan Wealth Management - Vice President, AI-Powered Wealth Growth & Sales Optimization is a role within the Consumer and Community Banking Wealth Management Sales Optimization team. You will own analytical problem solving across the lead-to-conversion journey to build a centralized lead operating system for a large customer base. Responsibilities include diagnosing performance using funnel analysis, scoping work by defining success metrics like conversion and advisor productivity, and translating business needs into technical requirements for analytics and technology partners. You will deliver GenAI-enabled capabilities and machine learning tools while ensuring strong governance and auditability. The role requires expertise in sales strategy, business analytics, and product strategy. Key skills include analyzing large datasets using SQL or business intelligence tools, managing cross-functional workstreams, and applying test-and-learn methods to optimize lead prioritization and advisor workflows within a regulated financial services environment.
Diagnose lead-to-conversion performance using funnel analysis and large datasets to identify bottlenecks and high-impact opportunities.
Scope projects by framing problems, sizing opportunities, and defining success metrics like conversion rates and advisor productivity.
Translate business needs into technical requirements for analytics and technology partners, including data definitions and workflow logic.
Lead the delivery of GenAI-enabled tools and process improvements while ensuring auditability and responsible use standards.
Align stakeholders across Sales, Product, Finance, and Marketing to remove blockers and maintain a consistent delivery cadence.
Communicate complex decisions, progress, and results to senior leadership through clear narratives and visuals.
Measure outcomes through reporting and experimentation to refine lead prioritization and advisor workflows in a closed-loop cycle.
What we're looking for
7+ years of experience in sales strategy, sales operations, business analytics, consulting, product strategy, or growth strategy.
Ability to analyze large datasets using 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 and acceptance criteria.
Proven ability to lead cross-functional workstreams and deliver outcomes without direct authority in a complex, regulated environment.
Strong written and verbal communication skills to synthesize complex analysis into clear recommendations for senior audiences.
Ability to manage multiple concurrent initiatives with working familiarity of GenAI/LLM capabilities and their practical application.
Experience in wealth management, financial services, or advisor-led sales models (preferred); experience partnering with data science teams for GenAI solutions (preferred).
AI
Machine Learning
Generative AI
LLMs
Data Analytics
Business Intelligence
Tableau
Power BI
Qlik
Alteryx
JIRA
Confluence
Microsoft Teams
Predictive Modeling
Model Governance
Data Architecture
Machine Learning
Deep Learning
Generative AI
LLMs
NLP
Python
Java
C++
Transformers
Hugging Face
TensorFlow
PyTorch
NumPy
Scikit-Learn
Pandas
AWS
SageMaker
Prompt Engineering
Big Data
Data Science
Artificial Intelligence
Machine Learning
Agentic AI
NLP
LLMs
RAG
Big Data
Python
PySpark
Excel
Microsoft Office
Semantic Searching
Financial Forecasting