Director of AI-Driven Wealth Growth & Sales Optimization

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 160,000 - 230,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH seeks an Executive Director to own the AI‑Powered Wealth Growth & Sales Optimization strategy and execution for the lead‑to‑conversion journey. You will partner with Business, Data & Analytics, and Technology across CFO/CMO/CEO stakeholders to drive measurable impact.

You will define success metrics, pilot GenAI use cases, and build centralized routing and measurement capabilities to boost conversion and advisor productivity.

Qualifications

• 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 a portfolio of cross‑functional initiatives from strategy through delivery, adoption, and measurement across business, data/analytics, and engineering teams.
• Strong understanding of funnel performance management (lead capture, routing, prioritization, conversion, capacity planning).
• Ability to analyze large datasets using tools/approaches such as spreadsheets, SQL, and BI.
• Experience defining success measures and measurement plans that connect work to business outcomes; strong executive communication skills.
• Working knowledge of GenAI/LLMs applied in sales or advisor workflows, with emphasis on governance, controls, auditability, and responsible use

Responsibilities

• Set the sales optimization roadmap across the lead‑to‑conversion journey, prioritizing initiatives based on impact, feasibility, and speed to value
• Own the centralized lead operating system vision, including an omni‑queue approach for prioritization and speed‑to‑lead (rule design, monitoring, tuning)
• Establish success metrics and a measurement framework (conversion, cycle time, capacity, coverage, advisor productivity) with clear scorecards, definitions, and accountability
• Diagnose performance using funnel analysis and large datasets to identify bottlenecks, routing‑fit issues, and working‑mechanics gaps; quantify opportunity size and define problems worth solving
• Identify, pilot, and scale GenAI use cases that improve conversion and productivity (summarization, context synthesis, next‑best‑action guidance, follow‑up drafting, workflow automation)
• Translate business priorities into clear requirements and acceptance criteria for analytics and technology partners (data definitions, workflow intent, delivery governance; data product patterns such as curated datasets, semantic layers, APIs)
• Lead cross‑functional delivery and change management to embed new processes, tools, and GenAI capabilities into advisor workflows; monitor performance post‑launch and iterate through a closed‑loop optimization cadence

Job description

JPMorgan Chase & Co. in Columbus, OH seeks an Executive Director to own the AI‑Powered Wealth Growth & Sales Optimization strategy and execution for the lead‑to‑conversion journey. You will partner with Business, Data & Analytics, and Technology across CFO/CMO/CEO stakeholders to drive measurable impact.

You will define success metrics, pilot GenAI use cases, and build centralized routing and measurement capabilities to boost conversion and advisor productivity.