<p>JobID: 210729886</p> <p>Category: Sales Support</p> <p>JobSchedule: Full time</p> <p>Posted Date: 2026-03-30T15:36:13+00:00</p> <p>JobShift:</p> <p>Base Pay/Salary: New York, NY $200,000.00 - $325,000.00</p> <p>We are seeking a senior executive to own the end-to-end leads ecosystem for the US Private Bank as volumes and sources scale across multiple channels, including: 1. Paid marketing driven leads; 2. Cold leads identified by marketing and distributed via PBIQ Book Builder; 3. Leads sourced through formal cross-LOB partnership programs; 4. Workplace Solutions; and 5. the National Client Team. This leader will define the strategy, operating model, and technology roadmap for how leads are captured, scored, routed, and converted-partnering closely with digital, technology, marketing, finance, data and market leadership.</p> <p>Why This Role Matters</p> <ul> <li>Creates a single point of accountability and consistency for all our lead generation efforts, turning demand into durable client relationships through data, digital, and disciplined execution. </li><li>Aligns propensity modeling, advisor workflows, practice management, and financial reporting so we consistently capture the full value of our client and prospect ecosystem at scale. </li><li>Establishes firmwide standards and governance for lead definitions, routing, measurement, and attribution, enabling repeatable growth and transparency for senior leaders. </li></ul> <p>Job Responsibilities</p> <ul> <li>Enterprise Ownership and Governance </li><li>Own the full lead lifecycle: intake, standardization, qualification, scoring, prioritization, routing, assignment, SLA management, tracking, and outcomes. </li><li>Define and maintain enterprise taxonomy for leads and dispositions; ensure consistent definitions and promotion criteria across platforms and teams. </li><li>Stand up an operating model and governance cadence (monthly/quarterly business reviews) with Digital, Marketing, Finance, D&A, and Market leadership; publish playbooks and SLAs. </li><li>Build an ecosystem that drives adoption and accountability across markets. </li><li>Propensity, Scoring, and Prioritization </li><li>Own the propensity model framework and roadmap in partnership with Business Intelligence: inputs, weights, explainability, thresholds, and ongoing performance management. </li><li>Define routing logic that balances conversion likelihood with advisor capacity, specialty, geography, and client fit; continuously test and refine. </li><li>Establish feedback loops to retrain models based on outcomes, channel quality, and advisor feedback; publish scorecards and win/loss insights. </li><li>Digital & Platform Leadership </li><li>Serve as business owner for lead-related digital capabilities and roadmap; ensure user-centric tools that enable scalable, consistent, advisor-friendly lead management. </li><li>Lead development of Leads Connect, in partnership with product and technology. </li><li>Integrate with Connect ecosystem to streamline intake, enrichment, assignment, and follow-ups; reduce manual work via automation and embedded nudges. </li><li>Cross-Functional Partnership and Practice Management </li><li>Partner with Marketing to align channel mix, messaging, and qualification criteria with downstream conversion; co-own lead quality targets and funnel health. </li><li>Partner with Finance on end-to-end attribution, revenue recognition frameworks, flows, and return-on-spend-establish standardized definitions for sourced vs. influenced. </li><li>Coordinate with a designated leader in JPM Wealth Management to track and optimize leads sent to and received from the broader Chase ecosystem. </li><li>Work with Market Leaders to drive advisor adoption, disposition discipline, and best-practice playbooks; pilot and scale what works. </li><li>Measurement, Reporting, and Continuous Improvement </li><li>Define north-star and operational KPIs across the lifecycle: lead quality, assignment latency, contact rates, conversion, cycle time, pipeline health, revenue/flows, etc. </li><li>Build executive-ready dashboards and monthly/quarterly performance narratives; highlight channel performance, bottlenecks, and next-best actions. </li><li>Run controlled tests (scoring thresholds, routing strategies, outreach cadences) and implement learnings to increase efficiency and outcomes. </li></ul> <p>Required Qualifications, Capabilities and Skills:</p> <ul> <li>Bachelor's degree or equivalent experience. </li><li>10+ years in wealth management, financial services, digital product strategy, or adjacent fields with proven ownership of complex cross-functional programs in a matrixed environment. </li><li>Deep understanding of lead generation, scoring, routing, and conversion frameworks at scale, including governance and attribution. </li><li>Demonstrated ability to influence at senior levels and drive alignment across Digital/Tech, Marketing, Finance, and field leadership. </li><li>Exceptional communication skills-able to translate complex data and strategy into clear operating standards, decisions, and change narratives. </li></ul> <p>Preferred Qualifications, Capabilities and Skills:</p> <ul> <li>Experience partnering with digital product and data science teams on propensity models, experimentation, and measurement. </li><li>Familiarity with CRM and lead management platforms, advisor desktop workflows, and client lifecycle analytics. </li><li>Marketing, propensity modeling, or growth analytics background; comfort with A/B testing and causal inference basics. </li><li>Prior leadership experience at Executive Director level; experience leading small central teams and influencing large distributed sales/advisor organizations. </li></ul>