J.P. Morgan Wealth Management - Executive Director, AI Transformation & Strategic Execution Lead
About the role
Join a high-impact team at the forefront of AI innovation within Chase Wealth Management. As a recognized leader in AI transformation and strategic execution, you will drive meaningful change, influence senior management, and shape the future direction of our business.
Job Responsibilities
Develop, drive, and own a comprehensive AI strategy for Chase Wealth Management, aligned to business goals and growth objectives
Architect and spearhead the AI portfolio, shifting from traditional management to a dynamic value-creation engine focused on measurable business impact
Identify, prioritize, and champion high-impact AI use cases to improve operational efficiency, advisor productivity, and client service
Influence and help manage the AI agenda with cross-functional teams across technology, digital, product, and operations in a matrixed organization, often through indirect management and collaboration
Partner with Product and Technology teams to design, build, and integrate AI solutions, serving as a subject matter expert and thought leader on emerging AI trends and best practices
Translate portfolio data into powerful, data-driven narratives and actionable insights for executive leadership, focusing on ROI, strategic alignment, and business impact
Develop and deploy robust analytical frameworks and governance models to rigorously assess, prioritize, and measure the success of all AI initiatives from intake to scaling
Collaborate with advisors and field leaders to translate needs into actionable AI initiatives
Champion best practices in strategic planning, change management, and benefits realization across the organization
Monitor and evaluate the effectiveness of AI solutions, providing insights and recommendations for continuous improvement
Forge strategic partnerships across all Lines of Business, driving alignment on ambitious goals and orchestrating complex, cross-functional change initiatives
Required Qualifications, Capabilities, And Skills
Bachelor's degree required
10+ years of proven experience in AI leadership, strategy, and solution design within financial services, wealth management, management consulting, or strategic program management
Demonstrated track record of leading large-scale business transformation initiatives and delivering impactful AI use cases in complex business environments
Hands-on experience building and implementing AI-driven solutions, with expertise in Generative AI, agentic AI, machine learning, and automation technologies
Deep subject matter expertise in AI/ML concepts and their practical application to solve real-world business challenges and drive value
Hypothesis-driven problem solver with the ability to dissect complex, ambiguous problems and architect elegant, data-driven solutions
Mastery of executive-level communication; able to distill complex analyses into simple, compelling narratives and build sophisticated analytical models to support recommendations
Exceptional influencing and relationship-building skills, with the ability to build trust and consensus with senior executives, cross-functional partners, and technical teams
Strategic vision to drive transformation and break down silos across teams
Familiarity with competitor AI strategies, industry best practices, and responsible AI adoption and governance
Preferred Qualifications, Capabilities, And Skills
Experience building AI roadmaps with measurable business outcomes
Experience with data visualization tools (e.g., Tableau, Alteryx)
Experience in technology, product, analytics, consulting, or digital transformation
Background in wealth management experience is preferred but not required
Experience designing and executing holistic AI strategies across multiple business units
Ability to operate effectively in a matrixed organization, leading through influence and indirect management
A bias for action and an entrepreneurial spirit; comfortable challenging the status quo and relentlessly driving outcomes
About Us
We are a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.