Bulge Bracket Investment Banks

Posted 6 days ago

No clicks

**Executive Director, AI Transformation & Strategic Execution Lead** (AI Transformation Lead) - Define, drive, and own far-reaching AI vision for Chase Wealth Management, aligning with business targets. - Spearhead AI portfolio, shifting focus to high-impact initiatives that drive tangible business impact. - Collaborate cross-functionally, influencing senior leaders and managing AI agenda across tech, product, and operations teams. - Champion responsible AI adoption, data-driven decision-making, and strategic planning. - 10+ years of proven AI leadership experience in financial services or related fields, plus hands-on expertise in generative AI, agentic AI, and machine learning. - Strong logistic and strategic thinking, executive-level communication, and influencing skills. - Bachelor's degree required; wealth management experience preferred.

Compensation: Not specified USD
City: New York City
Country: United States

Full Job Description

Location: New York, NY, United States

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. This is an opportunity to lead industry-defining initiatives, collaborating across product, technology, and operations teams, and delivering solutions that set new standards for our advisors and clients.

As a AI Transformation & Strategic Execution Lead, in Chase Wealth Management, you will be responsible for developing, driving, and owning a comprehensive AI strategy. You will serve as a trusted advisor to senior leaders, translating complex data and competing priorities into compelling, data-driven narratives that drive alignment, secure buy-in, and inspire action. Operating in a highly matrixed environment, you will architect a dynamic portfolio of AI initiatives, challenge the status quo, and uncover ambitious, high-impact opportunities that deliver measurable outcomes and best-in-class experiences for our clients and advisors.

Your leadership will ensure that AI initiatives are visionary, value-driven, and aligned with business goals. You will foster a culture of innovation, responsible AI adoption, and data-driven decision-making, while orchestrating complex, cross-functional change initiatives across the organization. While you will not directly lead a team, you will influence and help manage the AI agenda in partnership with various teams across the 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

Bachelors 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
Demonstrated experience partnering with technical teams to deliver solutions from concept to implementation, and ability to work cross-functionally as an individual contributor
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) is a strong plus
Background in technology, product, analytics, consulting, or digital transformation
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

Lead and architect the AI transformation agenda for Chase Wealth Management, shaping strategy and delivering measurable business

Full Job Description

Location: New York, NY, United States

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

Bachelors 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
Demonstrated experience partnering with technical teams to deliver solutions from concept to implementation, and ability to work cross-functionally as an individual contributor
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) is a strong plus
Background in technology, product, analytics, consulting, or digital transformation
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

Lead and architect the AI transformation agenda for Chase Wealth Management, shaping strategy and delivering measurable business

J.P. Morgan Wealth Management - Executive Director, AI Transformation & Strategic Execution Lead

Full Job Description

SIMILAR OPPORTUNITIES

J.P. Morgan Wealth Management - Vice President, Program Project Manager, AI Strategy and Design

Equities Strategic Initiatives & AI Transformation

Artificial Intelligence Engineer, Portfolio Management Group, Vice President

Vice President, Global Wealth Business Management

Office of Transformation, Digital Transformation Project Manager — AI-Driven Strategic Initiatives, Vice President, New York City

J.P. Morgan Wealth Management - Executive Director, AI Transformation & Strategic Execution Lead

Full Job Description

SIMILAR OPPORTUNITIES

J.P. Morgan Wealth Management - Vice President, Program Project Manager, AI Strategy and Design

Equities Strategic Initiatives & AI Transformation

Artificial Intelligence Engineer, Portfolio Management Group, Vice President

Vice President, Global Wealth Business Management

Office of Transformation, Digital Transformation Project Manager — AI-Driven Strategic Initiatives, Vice President, New York City