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About the Role

Drive meaningful change and shape the future direction of Chase Wealth Management by leading industry-defining AI initiatives. Collaborate across product, technology, and operations to deliver solutions that set new standards for advisors and clients.

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

Requirements

• 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
• 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

Skills

• Generative AI
• Agentic AI
• Machine learning
• Automation technologies
• AI/ML concepts
• Executive-level communication
• Analytical models
• Strategic planning
• Change management
• Benefits realization
• Data visualization tools (e.g., Tableau, Alteryx)
• Technology
• Product
• Analytics
• Consulting
• Digital transformation
• Responsible AI adoption
• Governance

Experience Level

• 10+ years

Education Level

• Bachelor’s degree

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

About the Company

• 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.
• 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.

Equal Opportunity

• 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.
• Equal Opportunity Employer/Disability/Veterans