VP, AI-Driven Wealth Growth & Sales Optimization

JPMorgan Chase; Columbus (OH); On-site; USD 150,000 - 230,000; Full time

Job summary

JPMorgan Chase in Columbus, OH is seeking a Vice President for AI-Powered Sales Optimization to own analytical problem solving across the lead-to-conversion journey and turn hypotheses into measurable improvements.

You will build and continuously improve a centralized lead operating system that drives advisor action at scale, using large datasets, defining success metrics, and applying test-and-learn methods to improve results over time.

Qualifications

• 7+ years of experience in sales strategy, sales operations, business analytics, consulting, product strategy, or growth strategy.
• Ability to analyze large datasets and use 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, acceptance criteria, and workflow intent.
• Proven ability to lead cross-functional workstreams and deliver outcomes without direct authority in a complex, regulated environment.
• Strong written and verbal communication skills including synthesizing complex analysis into clear recommendations for senior and cross-functional audiences.
• Ability to manage multiple concurrent initiatives from problem definition through delivery, measurement, and iteration with working familiarity of GenAI/LLM capabilities and their practical application in advisor workflows.

Responsibilities

• Diagnose lead-to-conversion performance using funnel analysis and large datasets to identify bottlenecks, routing-fit issues, and the highest-impact opportunities across the centralized lead operating system.
• Scope work by framing problems, sizing opportunities, and defining success measures and key metrics including conversion, cycle time, capacity, coverage, and advisor productivity.
• Translate business needs into delivery-ready requirements including data definitions, logic, acceptance criteria, and workflow intent for analytics and technology partners.
• Lead delivery from build through user testing and rollout for advisor-facing tools, GenAI-enabled capabilities, and process improvements with strong controls, auditability, fairness considerations, and responsible use standards.
• Align stakeholders by removing blockers, managing dependencies, and maintaining a clear delivery cadence across Business, Data & Analytics, and Technology teams.
• Communicate decisions, progress, results, and tradeoffs to teams and senior leaders through clear, concise narratives and visuals.
• Measure outcomes through reporting and experimentation, refine solutions based on results, and support a closed-loop optimization cadence that improves lead prioritization and advisor workflows.

Skills

SQL

BI tools

Spreadsheets

Cross-functional leadership

Communication

Data analysis

GenAI familiarity

Tools

Spreadsheets

SQL

BI tools

Job description

JPMorgan Chase in Columbus, OH is seeking a Vice President for AI-Powered Sales Optimization to own analytical problem solving across the lead-to-conversion journey and turn hypotheses into measurable improvements.

You will build and continuously improve a centralized lead operating system that drives advisor action at scale, using large datasets, defining success metrics, and applying test-and-learn methods to improve results over time.