JP Morgan Chase & Co.

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

JP Morgan Chase & Co.$120K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in sales strategy, operations, business analytics, or consulting.
  • Proficient in analyzing large datasets using tools like SQL and spreadsheets.
  • Skilled in defining success measures linked to business outcomes.
  • Experienced in converting business problems to actionable requirements for tech teams.
  • Demonstrated ability to lead cross-functional projects without direct authority.
  • Strong communicator able to distill complex data into clear insights.
  • Capable of managing multiple projects all the way from definition to delivery.

Responsibilities

  • Diagnose performance through funnel analysis and large dataset evaluation.
  • Frame problems and identify opportunities to define success criteria.
  • Translate business needs into structured analytics and tech requirements.
  • Lead the development and testing of advisor-facing tools and processes.
  • Align cross-functional stakeholders and resolve dependencies.
  • Present updates and decisions to teams and executives with clarity.
  • Measure and refine outcomes through reporting and experimentation.

Benefits

  • Opportunity to drive meaningful change in sales effectiveness.
  • Work in a fast-paced and innovative environment.
  • Collaborate with diverse cross-functional teams.
  • Shape tools that improve advisor-client connections.
Full Job Description
JOB DESCRIPTION

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.

Job 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

 

Required qualifications, capabilities, and skills

  • 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

 

Preferred qualifications, capabilities, and skills

  • 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

 

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

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For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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