J.P. Morgan Wealth Management - Vice President, Product Manager, Sales Optimization

JPMorgan Chase & Co.•Columbus, OH

About The Position

Join our Wealth Management team as a Vice President to build the next generation of sales effectiveness, where data, behavioral science, and machine learning improve advisor and client outcomes. Advance your career by turning insights into action and shaping practical tools that help advisors connect with the right clients at the right time. Thrive in a fast-moving, innovative environment that values problem-solving and measurable impact. As a Sales Optimization professional in the Wealth Management team, you will own analytical problem solving across the lead-to-conversion journey and drive measurable improvements. You will use large datasets to diagnose performance drivers, define success metrics, and apply test-and-learn methods to enhance results. You will translate business needs into advisor-ready capabilities by partnering with analytics and technology teams. You will align stakeholders across Sales, Product, Finance, and Marketing to deliver impactful outcomes.

Requirements

Seven years of experience in sales strategy, sales operations, business analytics, consulting, or product strategy
Ability to analyze large datasets and use common analysis methods and tools such as spreadsheets, SQL, or business intelligence tools
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
Proven ability to lead cross-functional workstreams and deliver outcomes without direct authority
Strong written and verbal communication skills, including synthesizing complex analysis into clear recommendations
Ability to manage multiple concurrent initiatives from problem definition through delivery, measurement, and iteration

Nice To Haves

Experience in wealth management, financial services, or advisor-led sales models
Familiarity with lead management ecosystems and customer relationship management platforms
Experience partnering with data science and engineering teams to deliver solutions used in advisor workflows
Experience using test-and-learn methods, controlled experiments, or ongoing performance monitoring to improve conversion or productivity outcomes

Responsibilities

Diagnose lead-to-conversion performance using funnel analysis and large datasets
Scope work by framing problems, sizing opportunities, and defining success measures and key metrics
Translate business needs into delivery-ready requirements for analytics and technology partners
Lead delivery from build through user testing and rollout for advisor-facing tools and process improvements
Align stakeholders by removing blockers, managing dependencies, and maintaining a clear delivery cadence
Communicate decisions, progress, results, and tradeoffs to teams and senior leaders through clear narratives and visuals
Measure outcomes through reporting and experimentation, refine solutions based on results, and support governance and controls