JPMorgan Chase
J.P. Morgan Wealth Management - Executive Director, AI-Powered Wealth Growth & Sales Optimization
Columbus, OH · Director · Full-time · Posted Sep 18, 2026
- Experience
- 10+ years in the listed fields; no alternative stated.
About the job
Leads strategy and delivery for wealth-management sales optimization, improving lead conversion and advisor productivity through analytics, centralized lead operations, and governed GenAI capabilities.
What you'll do
- Set the lead-to-conversion optimization roadmap, metrics, and experimentation cadence.
- Own the centralized lead operating system, including omni-queue prioritization, routing, monitoring, and tuning.
- Pilot and scale GenAI in advisor workflows, leading cross-functional delivery, change management, and post-launch optimization.
What they ask for
- 10+ years of experience in sales strategy, sales operations, growth strategy, revenue operations, business analytics, consulting, or product strategy.
- Senior leadership driving measurable growth and operational performance in a complex, regulated environment.
- Experience leading cross-functional initiatives from strategy through delivery, adoption, and measurement across business, data/analytics, and engineering teams.
- Strong funnel performance management, large-dataset analysis, measurement planning, executive communication, and working knowledge of governed GenAI/LLMs in sales or advisor workflows.
Nice to have
- Experience in wealth management, banking, or advisor-led sales models.
- Experience scaling centralized queue-based operating models or launching GenAI-enabled workflow tools with measurable lift.
Tools
GenAI, LLMs, spreadsheets, SQL, BI, APIs
AI focus
Pilot and scale GenAI/LLM use cases in frontline advisor workflows, such as summarization, context synthesis, next-best-action guidance, follow-up drafting, and workflow automation, with governance, controls, auditability, training, and responsible-use standards.
Model-written summary · the original posting is authoritative