Build what doesn’t exist yet at JPMorganChase: a centralized lead operating system that turns data, behavioral science, and governed AI into advisor action across a 90MM+ customer base in Consumer and Community Bank (CCB…
Build what doesn’t exist yet at JPMorganChase: a centralized lead operating system that helps advisors connect with the right clients at the right time across 90MM+ customers and four channels. Bring your analytics, prob…
Skills: Sales strategy, Sales operations, Business analytics, Product strategy, SQL
Build the next generation of sales effectiveness in CCB Wealth Management by turning funnel optimization, analytics, behavioral insights, and GenAI into advisor action at scale. Bring product leadership, operating rigor,…
Skills: Sales Strategy, Sales Operations, Business Analytics, Product Strategy, SQL
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Skills: Property management, Financial management, Leasing, Team leadership, Mentoring
What You’ll Do: As a Property Manager, you will lead the overall operations of your community, ensuring exceptional service delivery to residents and achieving the property’s financial and operational goals. You will fos…
Skills: Property management, Financial management, Leasing, Team leadership, Customer service
Join the dynamic Workforce Planning organization, highlighting the chance to deliver quantitatively driven solutions and contribute to a team that supports various functions. The Workforce Planning (WFP) organization it …
Skills: Time series forecasting, Python, R, SAS, Inferential statistics
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Business Relationship Manager Not for Profit - Vice President
Columbus, Ohio, United States · On-site
Senior$1.6B raised
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Benefits: Earned Wage Access Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers! Join…
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Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence. Build Wealth. …
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Staff Software Engineer - IE07IE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your go…
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Large Loss Contents Property Adjuster - Field Estimating - Columbus, OH
Columbus, Ohio, United States · Remote OK
$62k–$117k/yr
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Explore a World of Opportunity with the State of Georgia! We are the force that drives Georgia! Georgia State Government is a large enterprise, composed of various agencies and entities with a common goal to improve the …
Divisional Chief Information Officer - Digital Services
Columbus, Ohio, United States · On-site
Senior+
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Actuarial Associate, Excess Casualty Pricing and Modeling - REMOTE
Columbus, Ohio, United States · Remote OK
$118k–$178k/yr
Senior
As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes…
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Full-time
Health care coverage, Retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching
Posted 25d ago
~40 hrs/week
Responsibilities
You will build and optimize a centralized lead operating system that leverages data, behavioral science, and AI to drive advisor action. This role involves diagnosing performance bottlenecks, defining success metrics, and leading cross-functional delivery of advisor-facing tools.
Requirements
Candidates must have 7+ years of experience in sales strategy, business analytics, or product strategy with proficiency in SQL and data analysis. Strong communication skills and the ability to lead cross-functional workstreams in a regulated environment are essential.
Full job description
Build what doesn’t exist yet at JPMorganChase: a centralized lead operating system that turns data, behavioral science, and governed AI into advisor action across a 90MM+ customer base in Consumer and Community Bank (CCB) Wealth Management (retail/mass‑affluent). You will grow your career through mobility, high visibility to senior leadership, and the benefits of a global financial institution—while applying your analytics, problem‑framing, and cross‑functional delivery skills. Shape practical workflows that help advisors connect with the right clients at the right time, including capabilities such as lead intelligence/propensity, routing‑fit signals, next‑best‑action guidance, and follow‑up drafting—delivered with strong controls, auditability, and responsible use standards.
As a Vice President for AI‑Powered Sales Optimization in the Consumer and Community Banking Wealth Management Sales Optimization team, you will own analytical problem solving across the lead‑to‑conversion journey and turn hypotheses into measurable improvements. Based in Columbus, OH, you will help build and continuously improve a centralized lead operating system that drives advisor action at scale. You will use large datasets to diagnose what drives performance, define clear success metrics, and apply test‑and‑learn methods to improve results over time. You will partner with analytics and technology teams to deliver advisor‑ready capabilities—embedding advanced analytics, machine learning, and GenAI into day‑to‑day workflows. You will align stakeholders across Sales, Product, Finance, and Marketing to remove blockers and keep delivery on track, with strong governance, auditability, and responsible use standards.
Job responsibilities:
Diagnose lead‑to‑conversion performance using funnel analysis and large datasets to identify bottlenecks, routing‑fit issues, and the highest‑impact opportunities across the centralized lead operating system
Scope work by framing problems, sizing opportunities, and defining success measures and key metrics including conversion, cycle time, capacity, coverage, and advisor productivity
Translate business needs into delivery‑ready requirements including data definitions, logic, acceptance criteria, and workflow intent for analytics and technology partners
Lead delivery from build through user testing and rollout for advisor‑facing tools, GenAI‑enabled capabilities, and process improvements with strong controls, auditability, fairness considerations, and responsible use standards
Align stakeholders by removing blockers, managing dependencies, and maintaining a clear delivery cadence across Business, Data & Analytics, and Technology teams
Communicate decisions, progress, results, and tradeoffs to teams and senior leaders through clear, concise narratives and visuals
Measure outcomes through reporting and experimentation, refine solutions based on results, and support a closed‑loop optimization cadence that improves lead prioritization and advisor workflows
Required qualifications, capabilities, and skills
7+ years of experience in sales strategy, sales operations, business analytics, consulting, product strategy, or growth strategy
Ability to analyze large datasets and use common analysis methods and tools such as spreadsheets, SQL, or business intelligence tools to inform prioritization and decisions
Experience defining success measures and measurement approaches that connect work to business outcomes
Experience translating business problems into structured requirements for analytics and technology teams including clear definitions, acceptance criteria, and workflow intent
Proven ability to lead cross‑functional workstreams and deliver outcomes without direct authority in a complex, regulated environment
Strong written and verbal communication skills including synthesizing complex analysis into clear recommendations for senior and cross‑functional audiences
Ability to manage multiple concurrent initiatives from problem definition through delivery, measurement, and iteration with working familiarity of GenAI/LLM capabilities and their practical application in advisor workflows
Preferred qualifications, capabilities, and skills
Experience in wealth management, financial services, or advisor‑led sales models including familiarity with lead distribution and referral operating mechanisms
Experience partnering with data science and engineering teams to deliver GenAI‑enabled or machine learning‑powered solutions embedded in day‑to‑day advisor workflows
Familiarity with centralized queue‑based operating models including omni‑queue, routing logic, and lead management ecosystems
Experience using test‑and‑learn methods, controlled experiments, or ongoing performance monitoring to improve conversion or productivity outcomes
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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
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.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
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How many Finance & Accounting jobs are open in Columbus, OH right now?
There are currently 1,454 open finance & accounting positions in Columbus, OH listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Columbus, OH?
Companies currently hiring include JPMorganChase, Nationwide, Huntington National Bank, Peak Retirement Planning, Inc., H&R Block, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Columbus, OH?
Yes — 494 of the 1454 open finance & accounting positions offer remote or hybrid work (135 remote, 359 hybrid).
How do I apply for Finance & Accounting jobs in Columbus, OH?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.