Join the Data & Analytics team as a producing manager to deliver insights to enable new Advisor desktop and servicing capabilities.

As an analytics manager, you will help execute our product strategies for the JPMorgan Wealth Management (JPMWM) business unit which includes dedicated financial advisors, pooled remote advice, and our online investing platforms. Reporting to the Head of Product & Experience Analytics, this is a producing manager role that will be central in delivering insights to enable new capabilities and tools that enable our advisors and service teams.

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

• PhD or Masters in a quantitative discipline, e.g. Computer Science, Mathematics, Statistics, Operations Research, etc.
• Excellent grasp of computer science fundamentals and SDLC best practices
• Are an experienced manager; you have a demonstrated history of leading high performing quantitative analysts and data scientists in the delivery of analytics and machine learning to build world class employee tools
• Utilize business acumen, mathematical know-how, storytelling, and intuition to translate business priorities into analytic objectives with a plan for execution that delivers value
• 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
• Familiarity with big-data environments (e.g. Hadoop, Spark) and model development experience on a cloud development platform; Demonstrable experience in parameter-efficient fine-tuning, model quantization, and quantization-aware fine-tuning of LLM models
• Solid understanding of the fundamentals of statistics, optimization, machine learning, and advanced analytics (e.g. regression, classification, clustering, time series, econometrics, causal inference, mathematical optimization)

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