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JPMorgan JP Morgan Wealth Management – Private Client Advisor - Portland 
United States, Oregon, Portland 
185813553

15.07.2025

Job responsibilities

  • Defines and execute the technology strategy for self-service, IVR, and agentic AI, aligned with customer experience goals and contact center transformation initiatives.
  • Leads end-to-end implementation of IVR, voicebot, and autonomous agentic flows—from design and integration to CCaaS migration and continuous optimization
  • Designs AI-driven call flows and automation that reduce agent transfers, improve call containment, and dynamically adapt to user intent in real time.
  • Integrates agentic AI frameworks that can reason, take actions on behalf of customers, and complete multi-step tasks across systems.
  • Leverages NLP/NLU and contextual awareness to create intelligent, conversational self-service journeys across channels.
  • Partners with customer experience and operations teams to streamline customer journeys, reduce friction, and improve self-resolution rates.
  • Drives DevOps maturity and agile delivery across engineering teams to accelerate innovation and ensure high-quality platform releases.
  • Ensures compliance with industry standards and privacy regulations, collaborating with legal and risk teams as needed.
  • Builds scalable, resilient architectures that support high-volume, mission-critical IVR and AI flows with robust monitoring and disaster recovery capabilities.
  • Mentors engineering leaders and foster a culture of excellence, experimentation, and customer obsession.
  • Evaluates and adopt emerging technologies, including agentic AI, to future-proof the self-service ecosystem.

Required qualifications, capabilities, and skills

  • Formal training or certification on software engineering concepts and 10+ years applied experience. In addition, 5+ years of experience leading technologists to manage, anticipate and solve complex technical items within your domain of expertise
  • Strong leadership focused on self-service, IVR, conversational AI, or contact center platforms in regulated environments.
  • Proven experience with CCaaS migrations, IVR modernization, and deploying agentic or autonomous AI flows at scale.
  • Deep knowledge of speech recognition, NLU/NLP, call routing, and telephony infrastructure.
  • Familiarity with agentic AI frameworks, autonomous orchestration tools, and AI workflow governance.
  • Strong understanding of regulatory compliance for voice and digital interactions, customer privacy, and identity verification.
  • Demonstrated ability to lead cross-functional teams, drive digital transformation, and deliver measurable business outcomes.

Preferred qualifications, capabilities, and skills

  • Experienced leader in enterprise-scale IVR and self-service automation programs, with a focus on outbound containment and AI orchestration.
  • Skilled in managing complex portfolios involving AI agents, task-based orchestration, and intelligent routing logic.
  • Advanced in voice and digital analytics, AI-driven personalization, real-time decisioning, and proactive service delivery.