JPMorgan Chase VP, Data Scientist - Branch Lead Quality & Optimization in San Francisco, California


Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.4 trillion and operations worldwide. Chase serves nearly half of America’s households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Customers can choose how and where they want to bank: 5,200 branches, 16,000 ATMs, mobile, online and by phone. For more information, go to

The Role:

The Chase Sales Analytics team supports the executives that lead the Community Bank and Chase Wealth Management to analyze and optimize marketing programs. The team provides expertise in data science & analytics to optimize sales performance for our bankers and financial advisors across the firm. The team leverages industry-leading tools, processes and skills to convert data into meaningful insights that enable sales leadership to drive value and an excellent customer experience for their business programs.

The Chase Consumer Banking team will specialize in analyzing the performance of leads delivered in over 5,000 Chase branches. This newly formed function will be a center of excellence dedicated to experimental design and optimization for all front-line testing in the over 5,000 Chase branches. This group will become the leader in developing experimentation strategies for lead programs executed in the branch network.

Key Responsibilities:

This role will manage the following analytics and data science functions:

  • Creation of the “Customer Brain” which will incorporate multiple sources of data into an ML-driven engine to predict propensity, prioritize leads and customize delivery preferences

  • Develop a common lead quality framework in order to develop the measurements on which we will deliver optimized leads

  • Deliver insights to Marketing/Sales leadership to help them develop better, customized programs for customer outreach efforts from the Branch


  • 5+ years of experience with SAS or SQL required; GreenPlum, Hadoop, Tableau, R, Python, Alteryx experience a plus.

  • 5+ years of experience with analysis supporting an operating line of business, financial services experience preferred

  • Machine-learning expertise, particularly in neural networks, markov decision processes or clustering/categorization is required

  • Experience with “Next Best Action” or lead optimization modeling in a Financial Services environment preferred

  • Excellent written and verbal communications skills with the ability to work and collaborate with internal and external partners.

  • Problem-solving skills are essential. Must be able to think outside the box to implement creative solutions that solve business problems.

  • Proven ability to work in a fast paced environment, meet deadlines. Must be detail oriented, organized, and perform at high standards

  • Bachelor's degree with 5+ years of experience in a related discipline or Masters or PhD in related field

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.