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
- 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
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