Senior Level AI Consultant / Strategist Jobs
Senior level ai consultant / strategist jobs place experienced professionals in charge of setting AI strategy, owning delivery outcomes, and leading the cross-functional teams that bring enterprise solutions to production. Openings skew heavily remote and hybrid, concentrate in Technology & Software, Consulting & Professional Services, and Banking & Financial Services, and include employers like Cloud Software, Adobe, and EY hiring at this level now.
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- Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
- Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
- Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
- Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
- Promote J.P. Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
- Work with Advisors to develop business opportunities with new and existing clients
- Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
- Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
- Actively participant in team discussions to proactively propose planning ideas and industry trends that can be shared with the field
- Travel to local and out of state branches, as needed
- 4-year college degree and either J.D., LLM or CPA
- 7 plus years of practice as a trusts & estates or tax lawyer or CPA
- Self-starter with natural curiosity for individual planning and people
- Excellent attention to detail with strong written and oral communication skills
- Strong team player with a predisposition to service function
- Ability to drive business results with broad background in trust and estate planning issues
- A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager
- Strong presentation skills in one on one and group meetings
- Experience and ability in understanding clients' financial situations and personal circumstance
- Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
- Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest
- Series 7 & 66 required (may be fulfilled within 6 months of assuming role)
- Strong working knowledge of Microsoft Office suite
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
ABOUT THE TEAM
- Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
- Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
- Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
- Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
- Promote J.P. Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
- Work with Advisors to develop business opportunities with new and existing clients
- Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
- Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
- Actively participant in team discussions to proactively propose planning ideas and industry trends that can be shared with the field
- Travel to local and out of state branches, as needed
- 4-year college degree and either J.D., LLM or CPA
- 7 plus years of practice as a trusts & estates or tax lawyer or CPA
- Self-starter with natural curiosity for individual planning and people
- Excellent attention to detail with strong written and oral communication skills
- Strong team player with a predisposition to service function
- Ability to drive business results with broad background in trust and estate planning issues
- A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager
- Strong presentation skills in one on one and group meetings
- Experience and ability in understanding clients' financial situations and personal circumstance
- Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
- Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest
- Series 7 & 66 required (may be fulfilled within 6 months of assuming role)
- Strong working knowledge of Microsoft Office suite
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
ABOUT THE TEAM
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Find JobsSenior Level AI Consultant / Strategist Job Market
Who's Hiring
- Cloud Software40
- Adobe6
- EY2
- Meta2
- Apple2
Top Industries Hiring
- Technology & Software55
- Consulting & Professional Services6
- Banking & Financial Services5
- Investment & Asset Management5
- Accounting & Auditing3
Senior Level AI Consultant / Strategist Jobs: Frequently Asked Questions
How do I get a senior level ai consultant / strategist job?
Employers hiring at the senior level want candidates who have led end-to-end AI engagements, not just contributed to them. Demonstrating that you have owned a business outcome, translated ambiguous executive priorities into a working AI roadmap, and guided junior practitioners through delivery will set you apart. Published case studies, speaking credits, or a portfolio of measurable business impact strengthen your position considerably.
Which companies hire senior level ai consultant / strategists?
Companies hiring senior level ai consultant / strategists right now include Cloud Software, Adobe, and EY, based on current listings on Migrate Mate as of July 2026. Hiring at this level comes from a broad mix of global consulting firms, enterprise technology vendors, and large in-house digital transformation teams that need senior practitioners to own strategic AI initiatives rather than support them.
Are there remote senior level ai consultant / strategist jobs?
Yes, remote and hybrid availability is strong at this level given the advisory and client-facing nature of the work. About 56% of senior level ai consultant / strategist openings are remote or hybrid as of July 2026, reflecting employer demand for senior practitioners who can operate independently without on-site supervision. Some client-delivery roles still require periodic travel.
What makes a ai consultant / strategist role senior level?
A senior level ai consultant / strategist role is defined by scope and ownership rather than just tenure. At this stage, you are expected to define the problem framing, architect the solution approach, manage stakeholder relationships at the director or C-suite level, and mentor junior and mid-level team members. The work shifts from executing within a defined scope to setting that scope for others.
Which industries hire the most senior level ai consultant / strategists?
Senior Level ai consultant / strategist roles concentrate in Technology & Software, Consulting & Professional Services, and Banking & Financial Services, based on current listings on Migrate Mate as of July 2026. These sectors drive hiring at this level because they are navigating large-scale AI adoption decisions that require a senior practitioner who can align technical feasibility with enterprise strategy and governance requirements.