Wealth Analytics Lead, Data Science

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

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.