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JOB DESCRIPTION

Join a fast-moving team reshaping how advisors support clients at scale. Leverage analytics and advanced technology to deliver advisor-ready capabilities that improve wealth relationships across millions of customers. Grow your skills and career while making a measurable impact in Sales Optimization.

As a Sales Optimization Vice President for the Sales Optimization team within Wealth Management, you will use quantitative analysis to diagnose performance across the lead-to-conversion journey and translate insights into measurable initiatives. You will partner with data, analytics, and technology teams to deliver workflow-ready capabilities for advisors, including clear definitions of success metrics and measurement plans. You will align stakeholders across Sales, Product, Finance, and Marketing to drive decisions and improve conversion and productivity.

Job responsibilities:

• Diagnose lead-to-conversion performance using quantitative analysis, funnel diagnostics, and large datasets to identify high-impact opportunities
• Define business problems by scoping work, sizing opportunities, and setting success metrics and measurement approaches
• Translate business needs into delivery requirements, including data sources, definitions, logic, and success criteria for analytics and technology partners
• Drive delivery through build, user testing, and workflow rollout for advisor-facing tools and process improvements
• Align stakeholders to remove blockers, manage dependencies, and keep work on track through clear operating rhythms
• Communicate decisions, progress, results, and tradeoffs to working teams and senior leaders using crisp narratives and visuals
• Measure outcomes through dashboards and reporting, monitor performance lift, and refine solutions based on quantified results while supporting governance and controls

Required qualifications, capabilities, and skills

• Seven years of experience in sales strategy, sales operations, business analytics, consulting, or product strategy
• Experience analyzing large datasets and using common analysis tools such as spreadsheets, structured queries, or business intelligence tools to drive decisions
• Experience defining key performance indicators, success metrics, and measurement plans that connect work to business outcomes
• Experience translating business problems into structured requirements for analytics and technology teams, including clear definitions and acceptance criteria
• Experience leading cross-functional workstreams and driving outcomes without direct authority
• Written and verbal communication skills, including synthesizing complex analysis into clear recommendations for senior and cross-functional audiences
• Ability to execute across 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 day-to-day advisor workflows
• Experience with test-and-learn methods, controlled experiments, or ongoing performance monitoring to improve conversion or productivity outcome

ABOUT US

Chase is 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, paid in the form of cash and/or forfeitable equity, 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. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.