Head of AI-Driven Sales Optimization & Growth

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 180,000 - 280,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH seeks an Executive Director to lead AI-powered wealth growth and sales optimization across the lead-to-conversion journey.

You will align Business, Data & Analytics, and Technology, engaging CFO/CMO/CEO stakeholders to drive measurable impact and adoption. Responsibilities include defining success metrics, piloting GenAI in frontline workflows, and embedding new processes with governance and auditability.

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.
• 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 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.
• Establish success metrics and a measurement framework with scorecards and accountability.
• Diagnose performance using funnel analysis and large datasets to identify bottlenecks and opportunities.
• Identify, pilot, and scale GenAI use cases that improve conversion and advisor productivity.
• Translate business priorities into clear analytics and technology requirements with governance.
• Lead cross-functional delivery and change management to embed new processes and tools into advisor workflows.

Skills

Sales strategy

Sales operations

Growth strategy

Revenue operations

Business analytics

Consulting

Product strategy

Tools

SQL

BI tools

Job description

JPMorgan Chase & Co. in Columbus, OH seeks an Executive Director to lead AI-powered wealth growth and sales optimization across the lead-to-conversion journey.

You will align Business, Data & Analytics, and Technology, engaging CFO/CMO/CEO stakeholders to drive measurable impact and adoption. Responsibilities include defining success metrics, piloting GenAI in frontline workflows, and embedding new processes with governance and auditability.