Have an opportunity to redefine how a major Finance organization makes decisions - and grow your career while you do it. You will combine best-in-class business intelligence with applied artificial intelligence to deliver insights that reach the most senior leaders. You will move the team beyond static dashboards toward natural-language, decision-ready experiences. This is a high-visibility, high-autonomy role for a hands-on technical leader who wants to set standards and build something durable. It begins as a senior individual contributor position and is designed to grow into formal people leadership as the portfolio scales.
As a Data Visualization Manager, Vice President on the Wealth Management Finance Data & Insights team, you will deliver executive-grade insights and artificial-intelligence-enabled experiences that help our most senior Finance leaders make faster, higher-confidence decisions. You will own the full lifecycle of our visualization and conversational analytics products from framing the problem and modeling the data to designing the experience, deploying it, and driving adoption. You will build guided self-service and natural-language tools that let leaders explore performance drivers, scenarios, and risk-and-return trade-offs in plain language. You will partner closely with Finance, Product, Data Engineering, and platform teams to keep everything secure, compliant, and production-grade. Most importantly, you will translate leadership questions into trusted data products and high-performing experiences. You will modernize the team's analytics delivery, partnering across Finance, Product, Data Engineering, and platform teams to ensure solutions are secure, compliant, and production-grade. You will personally drive the technical translation from leadership questions into governed data products and performant experiences.
Job Responsibilities
- Influence the analytics product portfolio for Wealth Management Finance, including roadmap, backlog, prioritization, and value delivery.
- Design and deliver executive-grade dashboards and narratives in ThoughtSpot, Databricks, and Tableau, aligned to governed metrics and finance definitions.
- Build artificial-intelligence-enabled conversational analytics using Databricks Genie and ThoughtSpot Spotter, including interaction design, evaluation, and monitoring.
- Partner with Data Engineering to ensure data quality, timeliness, lineage, and scalable architecture, validating semantic models and metric logic hands-on.
- Implement controls suited to a regulated environment, including access controls, privacy-by-design, and alignment to model, data, and operational risk expectations.
- Drive adoption through enablement, training, documentation, and measurable usage tracking with clear leadership feedback loops.
- Provide strong executive presence in senior Finance forums, framing insights, drivers, and recommended actions concisely.
- Establish technical and delivery standards and mentor analysts and visualization specialists through structured coaching and review.
Required qualifications, capabilities, and skills:
- Experience delivering data solutions and analytics for Finance stakeholders.
- Demonstrated production delivery in Tableau and/or ThoughtSpot, including dashboard design and metric architecture.
- Hands-on experience with the Databricks platform, including contributing to technical design discussions on semantic modeling and performance.
- Advanced SQL skills and the ability to validate datasets and logic end-to-end.
- Demonstrated ability to translate business questions into analytical products, including requirements definition and acceptance criteria.
- Experience building and maintaining a backlog independently based on stakeholder needs.
- Demonstrated experience setting quality standards and mentoring analysts.
- Demonstrated risk and control practices in a regulated environment, including data access governance and change management for reporting.
Preferred qualifications, capabilities, and skills:
- Experience building or product-managing conversational analytics or natural-language query experiences, including quality evaluation and guardrails.
- Experience with Databricks Genie and/or ThoughtSpot Spotter to enable governed self-service.
- Proficiency with Alteryx for workflow automation and repeatable data preparation.
- Wealth Management finance domain knowledge (profitability drivers, advisor metrics, client flows, assets under management, pricing/fees, and forecasting).
- Experience establishing analytics governance, such as metric-definition standards, release management, and adoption measurement.
- Familiarity with model risk management and artificial-intelligence governance in regulated environments.
- Prior formal people-management experience (hiring, performance management, and team development).
ABOUT USChase 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
ABOUT THE TEAMOur 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.
The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.
