Data Science Vice President - Wealth Management

Aumni; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Chase is seeking a Data Science Lead in Wealth Management Decision Sciences to guide a team delivering analytics and ML solutions that improve client outcomes, product performance, and operational efficiency.

You will partner with product, strategy, and operations to frame problems, define success metrics, and present clear recommendations to senior leadership, applying the right level of rigor for each business need.

Qualifications

• BS Degree in an applicable STEM field with 5+ years of analytics experience.
• Experience leading a data analytics team.
• Strong communication and ability to influence senior stakeholders.
• Investments or wealth management knowledge is a plus.

Responsibilities

• Analyzing client usage across risk segments to understand the relationship between a client’s risk appetite and their portfolio allocations
• Fine-tuning a machine learning model to predict the price elasticity of a client segment and inform policies around Advisor discounting
• Identifying the most common selling sequence by investment product and asset collection to understand key differences in purchasing behaviors across client segments and optimize Advisors’ sales practices
• Leveraging forecasting methods including regression analysis, year-over-year growth rates, as well as bottom-up and top-down approaches to estimate the potential impact of a product enhancement or pricing change
• Leading an ideation session with a product team and channel leaders to develop a go-to-market strategy for a new securities-based lending product pilot
• Delivering a simple, streamlined dashboard that tracks money movement across asset classes and investment products to help senior leaders understand potential shifts in market risk

Skills

Data science

Machine learning

Analytics

Python

R

Java

Education

BS Degree in STEM field

Tools

Python

R

Java

Job description

Data can change the way clients experience wealth management - when it is translated into decisions people can act on. In this role, you will lead a team that connects product, strategy, and operations to measurable outcomes through analytics, machine learning, and artificial intelligence. You will tackle high-impact questions, build scalable capabilities, and help shape how the business prioritizes what matters most. If you are energized by ambiguity and motivated by real-world impact, you will thrive here.

As a Data Science Lead in Wealth Management Decision Sciences, you will lead a team that delivers insights and machine learning solutions that improve client outcomes, product performance, and operational efficiency. You will partner closely with product, strategy, and operations teams to frame problems, define success measures, and deliver clear recommendations to senior stakeholders. You will help the team apply the right level of analytical rigor - ranging from descriptive analytics and visualization to advanced modeling - based on the business need. You will also identify and develop high-value opportunities to leverage artificial intelligence and agentic tools to elevate analytical productivity and decision quality. This is a vital hands-on role and manager role so we’re looking for exceptionally creative, ambitious, "data curious" thinkers who can help extract true business value from data.

Job responsibilities

• Analyzing client usage across risk segments, both within and across products, in order to understand the relationship between a client’s risk appetite and their portfolio allocations




• Fine-tuning a machine learning model to predict the price elasticity of a client segment and inform policies around Advisor discounting




• Identifying the most common selling sequence by investment product and asset collection to understand key differences in purchasing behaviors across client segments and optimize Advisors’ sales practices




• Leveraging forecasting methods including regression analysis, year-over-year growth rates, as well as bottom-up and top-down approaches to estimate the potential impact of a product enhancement or pricing change




• Leading an ideation session with a product team and channel leaders to develop a go-to-market strategy for a new securities-based lending product pilot




• Delivering a simple, streamlined dashboard that tracks money movement across asset classes and investment products to help senior leaders understand potential shifts in market risk

Required qualifications, capabilities, and skills

• BS Degree in an applicable STEM field and 5+ years of industry experience producing advanced analytics work.


• 2 years of people management experience, including performance management, coaching, and team development



• Think of yourself as part data scientist and part financial analyst with a passion for using analytics to make decisions that will drive impact for the firm and its clients




• Are an investments enthusiast: you have a solid understanding of asset allocation, investing and performance analytics concepts (e.g., separately managed accounts, margin lending, annuities, etc.); you are intrigued by the science behind portfolio construction; and you keep up with industry trends and financial news via sources like Bloomberg or Morningstar




• Think R is more than a letter, PYTHON is more than a snake, and Java is more than an island or coffee bean; you have programming skills needed for both the computational aspects of big data as well as working with statistical models




• Know when the “juice is worth the squeeze” - you stay abreast of new applications in machine learning, deep learning, and AI but can recognize and apply the right analytic approach when the challenge you are solving is less complex




• Have a strong presence, excellent presentation skills (both written and verbal), and low ego with the ability to deliver recommendations to multiple stakeholders and influence senior management

Preferred qualifications, capabilities, and skills

• Experience supporting wealth management, investing, or self-directed investing businesses


• Demonstrated growth mindset through ongoing learning (for example: industry podcasts, staying current on new methods, or participation in data science competitions and conferences such as Knowledge Discovery and Data Mining)

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.

Lead an analytics team to turns data into insights that improve client outcomes and business performance.