9 days old

JPMorgan Chase & Co.
Columbus, OH 43215
  • Job Code

Vice President - Chase Wealth Management Sales Science Leader

Job Description


The Chase Sales Science team supports the executives that lead the Community Bank (CB) and Chase Wealth Management (CWM) sales teams to analyze and optimize sales strategy and lead programs.  The team provides expertise in data science & analytics to optimize sales performance for our bankers and financial advisors across the firm.  The team leverages industry-leading tools, processes and skills to convert data into meaningful insights that enable sales leadership to drive value and an excellent customer experience for their business programs.


The CWM Sales Science team will specialize in analyzing the performance of the various categories of thousands of financial advisors across our footprint.  This group will develop key capabilities that range from comparing sales opportunity to performance and analyzing sales pipelines to identify opportunities to improve customer acquisition and retention through the creation of an Advisor Recommendation Engine. 


Some examples of expected work from this team:


  • Development of a new Advisor Recommendation Engine to incorporate the generation of “smart” lead programs driven by ML/AI with an integrated platform including Salesforce/MIDAS prioritization modeling and customer archetypes to ensure advisors get the best possible information about how to help their customers

  • Understanding the entirety of the sales funnel through incorporation of interaction data, quantification of opportunity and analysis of the pipeline data to identify opportunities

  • Partner with teams in the private bank and JPMS to develop solutions that scale across the firm

  • Collaborate with business partners & Technology to formulate quantifiable goals, advise on strategies and experimentation to achieve business goals

  • Partner with Lead Science to ensure KPIs, trend analysis, dashboards, and analyses of leads are in keeping with the goals of Chase Wealth Ma

Minimum Qualifications

  • 5+ years experience with an analytical programming language (R/Python preferred, SAS/SQL acceptable); experience with Hadoop/HDFS/Hive/Spark a plus.

  • 5+ years experience with analysis supporting an operating line of business, financial services experience preferred

  • 3+ years experience with data science techniques (including experience across NLP, propensity modeling, time series and classification/clustering; experience with recommender systems and/or reinforcement learning / deep learning preferred)

  • Analytical curiosity is a must; finding the most elegant answer is encouraged and comfort with the status quo is discouraged

  • Demonstrated ability to establish frameworks for measurement, strategy, programs, etc. is crucial to success as well since this role will operate across LOBs and multiple functional areas

  • Must be a great partner and colleague; this is a team environment where we win together (whether within our group or across organization lines)

  • Excellent written and verbal communications skills with the ability to work and collaborate with internal and external partners

  • Problem-solving skills are essential; must be able to think outside the box to implement creative solutions that solve business problems.

  • Proven ability to work in a fast paced environment, meet deadlines. Must be detail oriented, organized, and deliver with high standards

  • Bachelor's degree required, Masters or PhD in related field preferred



Req #: 200000745_1
Location: Columbus, OH US
Job Category: Data & Analytics
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

Keyword: consumer%20banking


Posted: 2020-05-15 Expires: 2020-06-14

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JPMorgan Chase & Co.
Columbus, OH 43215

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