Head of Leads Strategy & Management, US Private Bank

Job Responsibilities

Enterprise Ownership and Governance

• Own the full lead lifecycle: intake, standardization, qualification, scoring, prioritization, routing, assignment, SLA management, tracking, and outcomes.
• Define and maintain enterprise taxonomy for leads and dispositions; ensure consistent definitions and promotion criteria across platforms and teams.
• Stand up an operating model and governance cadence (monthly/quarterly business reviews) with Digital, Marketing, Finance, D&A, and Market leadership; publish playbooks and SLAs.
• Build an ecosystem that drives adoption and accountability across markets.

Digital & Platform Leadership

• Serve as business owner for lead-related digital capabilities and roadmap; ensure user-centric tools that enable scalable, consistent, advisor-friendly lead management.
• Lead development of Leads Connect, in partnership with product and technology. Integrate with Connect ecosystem to streamline intake, enrichment, assignment, and follow-ups; reduce manual work via automation and embedded nudges.

Cross-Functional Partnership and Practice Management

• Partner with Marketing to align channel mix, messaging, and qualification criteria with downstream conversion; co-own lead quality targets and funnel health.
• Partner with Finance on end-to-end attribution, revenue recognition frameworks, flows, and return-on-spend—establish standardized definitions for sourced vs. influenced.
• Coordinate with a designated leader in JPM Wealth Management to track and optimize leads sent to and received from the broader Chase ecosystem.
• Work with Market Leaders to drive advisor adoption, disposition discipline, and best-practice playbooks; pilot and scale what works.

Required Qualifications, Capabilities And Skills

• Bachelor's degree or equivalent experience.
• 10+ years in wealth management, financial services, digital product strategy, or adjacent fields with proven ownership of complex cross-functional programs in a matrixed environment.
• Deep understanding of lead generation, scoring, routing, and conversion frameworks at scale, including governance and attribution.
• Demonstrated ability to influence at senior levels and drive alignment across Digital/Tech, Marketing, Finance, and field leadership.
• Exceptional communication skills—able to translate complex data and strategy into clear operating standards, decisions, and change narratives.

Preferred Qualifications, Capabilities And Skills

• Experience partnering with digital product and data science teams on propensity models, experimentation, and measurement.
• Familiarity with CRM and lead management platforms, advisor desktop workflows, and client lifecycle analytics.
• Marketing, propensity modeling, or growth analytics background; comfort with A/B testing and causal inference basics.
• Prior leadership experience at Executive Director level; experience leading small central teams and influencing large distributed sales/advisor organizations.