JPMorgan Vice President Manager Advisor & Servicing Desktop Analytics 

United States, Ohio, Columbus 

731567741

Job Responsibilities

• Establishing an analytic roadmap to uncover how advisors engage with existing desktop tools, diagnose opportunities to improve workflows, and deliver new product capabilities that increase field productivity
• Providing expertise as to how data visualization, greedy algorithms, machine learning, and text analytics/NLP can be leveraged to uncover feature usage patterns, system gaps, potential performance enhancements, and areas to improve the user experience
• Leveraging Artificial Intelligence & Machine Learning to build new tools that drive meaningful change in the way Advisors and Service teams consume information
• Partnering with Research and Design teams to diagnose client servicing pain points and re-imagine journeys across the client experience to drive product roadmaps
• Developing and launching a series of data-driven next best actions for our advisors to improve productivity and increase client satisfaction
• Helping a team member to improve their analysis by testing new data, identifying false positive/negatives, or editing their storyline to be more impactful

Required qualifications, capabilities, and skills

• Demonstrated history of managing high performing quantitative analysts and data scientists in the delivery of analytics and machine learning to build world class employee tools
• Have demonstrated experience in implementing Artificial Intelligence & Machine Learning solutions in a business context, preferably in the financial services industry
• Possess a unique combination of technical skills and storytelling to be able to apply a range of descriptive to prescriptive analytic techniques to complex business problems
• Know when the “juice is worth the squeeze” – you stay abreast of new analytic techniques but can recognize and apply a more straightforward analytic approach when the question you are answering is less complex
• Comfortably navigate hierarchy, culture, and politics; you run meetings with grace and agility, ask the right questions, disagree without being disagreeable, and can flex your communication style with “business” and “technical” audiences
• Have a strong presence, excellent presentation skills (both written and verbal), and low ego with the ability to deliver insights and recommendations to influence senior stakeholders ranging from highly technical to math-a-phobic

Preferred qualifications, capabilities, and skills

• Previously worked in a data science function at a financial services firm or in consulting
• Have experience in a field-based sales environment with demonstrated success delivering insights to CRM systems such as Salesforce
• Have knowledge of data governance and ethical considerations in AI, ensuring compliance with industry standards and regulations
• Possess a deep understanding of how the wealth management market is evolving, the sources of competitive differentiation in the market, and how those could evolve

*** Relocation assistance is not available for this opportunity