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Santa Barbara Cottage Hospital seeks an Occupational Therapist I for their Occupational Therapy department responsible for interpreting, organizing, applying and modifying as necessary medically prescribed occupational therapy to inpatients and/or outpatients.
The Occupational Therapist I is an entry-level position for new graduates or those new to the setting of hire.
Focus is on orientation and mentorship to become an independent, competent clinician.
Successful proficiency at this level is necessary for progression to Level II.
Responsibilities include:
* The Occupational Therapist I plans and implements programs to meet individual needs and provides care consistent with the Scope of Practice Standards and Code of Ethics of the American Occupational Therapy Association and the California Board of Occupational Therapy.
* Competency skills include the ability to provide care in a safe environment utilizing appropriate communication with sensitivity to special populations.
This includes patients with diverse cultural backgrounds, age, developmental issues and physical impairments.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Minimum: Graduation from an accredited school of Occupational Therapy (Master's Degree, or Bachelor's Degree with equivalent experience).
Certifications, Licenses, Registrations:
* Minimum: License applicant for the state of California (currently holds out-of-state license) licensed applicant or licensed as a Occupational Therapist in the State of California, American Heart Association (AHA) Basic Life Support (BLS) certified.
* Preferred: Valid CA Driver's License.
Technical Requirements:
* Minimum: Knowledge of occupational therapy techniques and modalities.
Knowledge of body mechanics, including procedure for handling and moving patients.
Basic computer skills for chart review and documentation in electronic medical Minimum: record.
Years of Related Work Experience:
* Minimum: Entry level to 6 months of experience as a licensed Occupational Therapist.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, re...
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:53
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Santa Barbara Cottage Hospital seeks a Patient Care Tech I for their Surgery department responsible for rendering direct and indirect patient care under direction of appropriate licensed personnel.
Facilitates care to meet patient's daily living activity needs by providing physical and clerical support, coordinating activities, and communicating effectively.
Provides personal self-care and activity programs to patients.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Preferred: Training as a nursing assistant.
Certifications, Licenses, Registrations:
* Minimum: American Heart Association (AHA) Basic Life Support (BLS).
Technical Requirements:
* Minimum: Ability to use computer charting (electronic medical record).
* Preferred: For GVCH departments: Current CAN certificate preferred.
Years of Related Work Experience:
* Preferred: 0 to 2 yrs experience in acute care setting.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you're already a Cottage Health employee, please apply on this link only.
Surgery, Full-Time, 10-Hour, Variable Shift, Santa Barbara Cottage Hospital
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:52
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Santa Barbara Cottage Hospital seeks a Registered Nurse (RN) for their Nursing Resources Unit (NRU).
You will join a team of RNs who learn new specialties and have versatile nursing experiences.
During a shift, the RN from the NRU will be a member of the nursing team that provides direct nursing care to a specific unit within the hospital.
The NRU RN is a patient advocate and facilitates communication between the patient, family, and other health care professionals.
The NRU RN will complete unit-based competency education maintaining proficiency in all required unit-based procedures and skills for NRU staff.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Preferred: Bachelors of Science in Nursing Degree.
Certifications, Licenses, Registrations:
* Minimum: Current California Registered Nurse (RN) license
* American Heart Association (AHA) Basic Life Support (BLS).
Years of Related Work Experience:
* Minimum: One-year recent experience in an acute care
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you're already a Cottage Health employee, please apply on this link only.
Med/Surg Float Pool, Full-Time, 12 Hour, Night Shift, Santa Barbara Cottage Hospital, Sign-On Bonus Eligible
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:51
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The Heart and Vascular Center at Cottage Health is seeking a General Cardiologist to join its rapidly growing medical group.
The group consists of seven providers as well as a team of Nurses, MA's, and APP's who see over 16,000 visits per year.
In addition to a general cardiologist, the group is also actively recruiting for an Electrophysiologist to join the practice.
The practice is situated on the Santa Barbara Cottage Hospital campus in a state-of-the-art clinical setting and is dedicated to serving that Hospital and the surrounding communities.
The practice has seen significant growth and projected demand which will allow new providers the opportunity to fill a patient panel quickly.
Ample opportunity exists for qualified candidates who are seeking a general cardiologist clinical practice with a variety of clinical conditions.
In addition, there are subspecialty clinics within the cardiology clinic for Women's Heart and Heart Failure that allows for additional patience centric care.
There is a strong emphasis on work-life balance as supported by very reasonable call expectations and clinic hours.
There is also an opportunity to participate in hospital-based cardiology rotation with teaching and mentorship opportunities.
Candidates should expect a high level of teamwork, engaged mentorship and a positive work environment.
Candidate should also expect resources and administrative support in alignment with the growth of a busy clinical practice.
The Position:
* Provide comprehensive general cardiology services: echocardiography, stress testing, and consultations.
* Collaborate with our multidisciplinary team to deliver personalized care plans.
* New Clinic and Diagnostic center opened in 2024
* Call 1:7
* Integrated EMR (EPIC) in office and hospital
Qualifications:
* Board-Certified or Board-Eligible in Cardiology
* A demonstrated commitment to delivering high-quality, patient-centered care
* Possess strong interpersonal and communication skills
* Exude a positive attitude with demonstrated ability to work in a team
Benefits:
* Competitive compensation
* Moving and Relocation Assistance
* Temporary Housing Assistance
* Comprehensive benefits package including: medical, dental, and vision coverage, pension plan 401(k) and Medical Malpractice Insurance
* Mortgage Assistance Programs
* Malpractice coverage
* Federal Loan Forgiveness Program
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many di...
....Read more...
Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:50
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of bu...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:11
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Belleville, US-MI
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:09
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: New Hudson, US-MI
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:07
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Troy, US-MI
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:06
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:04
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The role will entail working independently and in partnership with colleagues across the PFS business and supporting functions to develop, implement and adapt the business strategy to respond to market structure, industry, client and regulatory change.
Job Responsibilities:
* Interact with CCPs to understand their roadmap/strategy and define the budget allocation for discretionary and mandatory CCP spend supporting applicable market structure changes (i.e.
new markets & products, Treasury Clearing etc.) Disseminate and communicate CCP intelligence across functional teams in 1 st and 2 nd LOD as required.
Work in partnership with execution product to ensure cohesive JPM offering.
* Analyze CCP-produced market share information, JPM volume information, CFTC balance information and AM commentary to assess regional business/client performance and growth opportunities with Sales.
* Partner with Sales and account management to capture client feedback on product offering, develop business cases and support conversion of cleared client opportunities (e.g.
during client pitch phase).
Maintain competitive landscape overview from US regional perspective
* Attend client meetings for clearing domain specific topic expertise
* In conjunction with Product Development, Legal and Compliance monitor and assess changes in the US regulatory landscape, including through industry bodies and JPM reg affairs engagement, and determine required business response.
Sponsor and steer implementation across functions of the regulatory change within the prescribed timeframes.
* Provide advocacy input into US regulatory topics via industry bodies (e.g.
FIA), JPM Regulatory affairs team, Legal and Compliance.
* Support the FCM Governance Framework, ensuring the business fulfils its regulatory responsibilities in partnership with supporting functions.
Required qualifications, capabilities and skills
* 5+ years of total professional experience with 3+ years directly in product management
* Strong analytical and problem solving skills with a keen attention to detail
* Partner with stakeholders to identify & shape commercial goals and the products / processes that will support those goals
* Ability to think strategically in designing end-to-end solutions, re-engineering business and operational processes as required
* Innovative, curious and client centric mindset, ability to lead in highly collaborative environment and drive to meet objectives
* The role requires a logical mind, perseverance, the ability to communicate ideas well, and the ability to effectively target messages to different audiences.
* Empower team members and functional partners to succeed and deliver value added solutions to the business
Preferred Qualifications, Capabilities and Skills
* Experience and passion for developing new solutions and creative problem solving and solid judgment/decision making
* Ownership mentality with ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:04
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
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Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:03
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
* Bilingual in Mandarin and Cantonese is required
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:02
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Glastonbury, US-CT
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:01
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
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Type: Permanent Location: Long Beach, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:01
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Guide and shape the future of technology at a globally recognized firm, driven by pride in ownership.
As a Senior Manager of Site Reliability Engineering at JPMorgan Chase within the Infrastructure & Production Management sector of Consumer & Community Banking, you are the non-functional requirement owner and champion for the applications in your remit.
You are a key influencer in your team's strategic planning, driving continual improvement in customer experience, resiliency, security, scalability, monitoring, instrumentation, and automation of the software in your area.
You act in a blameless, data-driven manner and navigate difficult situations with composure and tact.
Job responsibilities
* Demonstrates expertise in site reliability principles and demonstrates an understanding of the fine balance between features, efficiency, and stability
* Effectively negotiates with peers and executive partners to ensure optimal outcomes for all
* Drives the adoption of site reliability practices throughout the organization
* Ensures your teams demonstrate site reliability best practices with the ability to demonstrate this empirically through stability and reliability metrics
* Drives a culture of continual improvement and solicits real-time feedback to improve the customer's experience
* Ensures your team collaborates with other teams within your group's specialization and avoids duplication of work where possible
* Follows blameless, data-driven, post-mortem strategies and conducts regular team debriefs to enable learning from both successes and mistakes
* Provides personalized coaching for entry to mid-level team members
* Ensures your team documents and shares their knowledge and innovations via internal forums, communities of practice, guilds, and conferences
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
In addition, 2 + years of experience leading technologists to manage and solve complex technical items within your domain of expertise
* Advanced proficiency in site reliability culture and principles and can demonstrate how to implement site reliability across application and platform teams while avoiding common pitfalls
* Experience leading technologists to manage and solve complex technological issues at a firmwide level
* Ability to influence the team's culture by championing innovation and change for success
* Experience hiring, developing, and recognizing talent
* Proficiency in at least one programming language (e.g., Python, Java Spring Boot, .Net, etc.)
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Proficiency in continuous integration and continuous delivery tools (e.g., Jenkins, GitLab, Terraform, etc.)
* Experi...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-30 08:28:00
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Join us in this pivotal role to lead and shape the communication efforts around our benefits and compensation programs, enhancing employee engagement and understanding across the organization.
As a Human Resources Benefits Communications Vice President you will support our organization's total rewards programs, including medical plans, wellness programs, retirement plans and compensation.
As a dynamic leader with the ability to influence, manage change, and communicate complex information in a simple and concise manner, you will excel in working through ambiguity, handling multiple urgent initiatives, and collaborating effectively with clients and change partners.
In addition, collaborate with HR leaders, communications partners, and other stakeholders to ensure alignment and consistency in communication efforts and branding.
Job responsibilities:
* Provide strategic communications guidance for HR programs related to benefits, wellness, and compensation.
* Develop and execute comprehensive communication strategies that align with organizational goals and comply with regulatory requirements.
* Create engaging content for various communication channels, including newsletters, intranet sites, digital signage, print materials, home mailers, and targeted emails.
* Write, edit, and distribute targeted communications, including executive messages, program updates, success stories, and other relevant content.
* Serve as a communications advisor to HR and leadership teams, offering counsel and guidance on effective communication strategies and key initiatives.
Required qualifications, capabilities and skills:
* 5+ years of experience in communications
* BA/BS in Communications, Business, Marketing, Journalism, or a related field.
* Proven success in developing enterprise- and executive-level messages, providing communications counsel to senior leaders, and executing effective communication plans.
* Exceptional writing, editing, execution, and organizational skills.
* Self-motivated individual capable of managing multiple projects, stakeholders, and deadlines while delivering high-quality results.
* Ability to excel in a matrix environment, both as an individual contributor and as part of the larger Corporate Communications team.
Preferred qualifications, capabilities, and skills:
* Experience in communications, with a focus on HR-related communications.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based o...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-30 08:27:58
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-06-30 08:27:57
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: La Place, US-LA
Salary / Rate: Not Specified
Posted: 2025-06-30 08:27:56
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Rye Brook, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-30 08:27:55
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JPMorgan Chase's Global Corporate Banking group unlocks unparalleled financial solutions catering to both Domestic and International clients with revenues of $2B+.
Our team seamlessly integrates traditional banking services with cutting-edge investment banking products, ensuring businesses thrive in today's dynamic market.
Work with us on tailored support in data maintenance, client transfers, and strategic initiatives, all under the expert guidance of our industry-aligned Business Managers.
As a Senior Associate Business Manager within the Commercial & Investment Bank, you will serve as the main liaison for bankers and product partners across various data management submissions.
This role provides an opportunity to grasp the basics of corporate banking, collaborate with bankers to comprehend the client lifecycle across intricate portfolios, and offers a pathway to evolve into the Business Manager role, or other positions within Finance & Business Management.
Additionally, you will work closely with the leaders of Media & Communications and Technology sales teams to facilitate the achievement of business outcomes.
Job responsibilities
* Support Business Managers in partnership with industry group leads including Group Heads via tactical and strategic workstreams to help drive their businesses
* Assist with key business management functions including project management, analysis of sales/management reporting, and ad-hoc requests related to banker's client portfolios
* Understand business drivers and financial results to support opportunities to grow the business
* Help manage the group's portfolio by supporting strategic targeting efforts from a tactical perspective, and by executing data maintenance and client transfers between lines of business
* Engage with bankers, payments teams, and other key business partners such as client service, Know Your Customer, marketing, credit, investment banking, as well as additional lines of business across JPMorgan Chase to gather input, insights, and data, that feeds into reporting leveraged by Global Corporate Banking, senior management in Commercial & Investment Banking, and senior partners across the firm
* Provide support to bankers as it pertains to systems and reporting tools such as Qlik Dashboard and Dash, while becoming subject matter experts in resulting reporting and researching issues as they arise such as product revenue misalignments and client profitability research/analysis
* Assist with select Global Corporate Banking-wide Business Management efforts under the direction of Business Managers
* Act as a local extension of Finance & Business Management by facilitating communication with the business, supporting Finance & Business Management efforts and working on joint projects
* Identify areas for continued process improvement and enhance efficiencies by generating innovative ideas and solutions
* Prepare presentation materials to be shared...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-30 08:27:54
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Join our global financial powerhouse as a Know Your Customer Relationship Officer, where you'll drive seamless KYC processes, enhance client relationships, and play a pivotal role in delivering world-class financial services!
As a Know Your Customer Relationship Officer within the Commercial and Investment Banking Know Your Customer (KYC) Organization, you will be responsible for managing the timely completion of the KYC process by coordinating with internal partners and obtaining required information from clients.
You will support KYC periodic renewal, remediation and onboarding efforts for the client relationships that you cover.
This role provides an opportunity to work in a global financial services firm and contribute to its commitment to providing comprehensive financial services.
Job Responsibilities:
* Cultivate client and partner relationships with a consultative approach, ensuring clear expectations and understanding.
* Take ownership of the KYC/AML and client experience, delivering exceptional service and expertise.
* Guarantee the fulfillment of KYC/AML deliverables, holding internal partners accountable for their roles.
* Maintain a deep understanding of KYC/AML processes, adeptly navigating delays and inefficiencies.
* Mitigate operational risks through vigilant awareness and proactive management of process vulnerabilities.
* Escalate risk items appropriately and drive resolutions to closure with determination.
* Effectively manage client risk by supporting bankers in the client selection process.
* Independently oversee the renewal cycle of DDFs, collaborating seamlessly with Relationship Management partners.
* Ensure timely portfolio management while upholding high standards of quality and excellence.
Required qualifications, capabilities and skills:
* Proficient in identifying AML risks with a comprehensive understanding of AML/KYC policies.
* Exceptional verbal and written communication skills that convey clarity and professionalism.
* Outstanding time management and organizational abilities, ensuring efficiency and productivity.
* Highly developed analytical and problem-solving skills, adept at tackling complex challenges.
Preferred qualifications, capabilities and skills:
* Bachelor's degree required.
* Minimum 2 years of experience in AML/KYC, Risk Management, Security, or Law Enforcement, focusing on fraud and illicit money movement.
* Preferably experienced in financial services, especially Corporate/Commercial Banking.
* Familiarity with risk factors affecting specific products and industries.
* Skilled at multitasking and effectively utilizing internal resources.
* Strong attention to detail and client-centric approach, able to collaborate with diverse teams and client coverage.
* Self-driven and adaptable, thriving in dynamic environments, with experience in credit training or underwriting and managing complex clien...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-30 08:27:52
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J.P.
Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm.
Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.
As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors.
You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.
Job Responsibilities:
* Monitor and analyze the progress of active account and book reviews, as well as staff productivity.
* Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues.
* Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment.
* Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings.
* Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members.
* Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training.
* Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts.
* Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers.
* Identify and escalate potential issues to appropriate parties for further action.
* Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum.
* Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff.
Required Qualifications, Capabilities, and Skills:
* Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, preferably in retail investments.
* Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies.
* Eagerness to engage directly with clients and advisors.
* Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53).
appropriate State Life & Health Insurance license.
Additional licensing requirements must be met within ...
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Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-30 08:27:50
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At JPMorgan, we are not looking for job seekers.
We seek change makers who want to make an impact!
As a Senior Associate in Analytics Solutions, you will be responsible for planning, directing, managing, and implementing comprehensive solutions for data infrastructure, data products, or analytics output.
Your role will ensure that the work product aligns with business outcomes, and you will coordinate resources from supporting groups as necessary.
This high-profile position will play a crucial role in several high-visibility projects across the firm.
Job Responsibilities-
* Design and implement automated solutions for data validation and analytics using a combination of traditional statistical methods and advanced machine learning techniques.
* Intermediate Python or equivalent programming language knowledge required for developing and deploying analytical solutions.
* Build automated processes with Large Language Models (LLMs) to enhance data processing and analytical capabilities.
* Develop and maintain documentation for data processes, models, and workflows to ensure transparency and reproducibility.
* Utilize data visualization tools to present insights and findings to stakeholders in a clear and actionable manner.
* Define, monitor, and report key managements metrics around the health of programs
* Manage a complex analytics book of work, leveraging rigorous project management discipline
* Partner with senior leaders in advancing the analytics agenda, focused on insights and data storytelling
* Define, design, and drive high priority strategic initiatives with senior level visibility
* Develop a deep understanding of systems and processes to extract data driven insights while identifying opportunities for engineering enhancements
* Develop strong partnerships with Tech, application owners and data management teams to align on a roadmap for continual improvement
Required qualification, capabilities and skills-
* 5+ years of total experience within Analytics, GIS, Operations Research and/or Management Consulting roles with a focus on Financial Services.
* Strong quantitative and geospatial reporting skills.
* Excellent communication and stakeholder partnership ability.
* Competent in the use of data to solve complex business problems, with hands-on expertise in the use of toolsets such as: Alteryx, Tableau, Python, R, SQL
* Experience in Big Data/ Cloud platforms and technologies (AWS, Hadoop, Hive, Pig, Spark, etc.)
* Consulting orientation ability to influence both internal & external business partners.
* Very strong analytical skills as well as a strong commercial orientation and the proven ability to use analytics to drive commercial results.
* Strong client engagement skills.
* Excellent written/verbal communication and presentation skills - the ability to convey complex information simply and clearly to senior business leaders.
Pref...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-30 08:27:50
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JPMorgan Asset Management Global Alternative Investment Solutions is responsible for selecting and monitoring hedge fund managers (multiple asset classes including equity, fixed income, macro, etc.) for investment by both institutions and high net worth clientele.
Job Summary
As an Asset Management- Hedge Fund Research Analyst within the JPMorgan Asset Management Global Alternative Investment Solutions, you will be responsible for selecting and monitoring hedge fund managers across multiple asset classes.
You will work closely with operations/structuring, portfolio construction, internal/external investors, and asset class leaders, becoming the central contact with external hedge fund managers.
Your role will be integral in researching, helping select, and monitoring investment funds, including data maintenance and analysis.
You will proactively integrate within relevant investment universes to source new opportunities and comprehensively underwrite new investments utilizing your analytical skills.
You will also articulate the investment underwriting process to both external managers and investors, conveying knowledge and credibility.
Job Responsibilities:
* Act as an integral team member researching, helping select, and monitoring investment funds including data maintenance and analysis (both recurring and bespoke)
* Proactively integrate within relevant investment universes to source new opportunities
* Comprehensively underwrite new investments utilizing analytical skills drawn out of quantitative, qualitative, and interviewing skills to frame and present an investment thesis to senior management
* Understand broad range of financial and investment principles including credit, options, and risk management
* Articulate investment underwriting process to both external managers and investors while conveying knowledge and credibility
Required qualifications, capabilities and skills
* 5+ years of relevant investment experience within hedge fund allocation
* Strong quantitative/analytical abilities as well as written/verbal presentation skills
* Ability to represent Global Alternative Investment Solutions to both fund managers and clients
* Strong teamwork and interpersonal skills
* CFA or MBA
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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 ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-30 08:27:49
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Global Supplier Services, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
This position will align with the Supplier Assurance Services Organization which oversees Information Security practices for JPMorgan Chase's suppliers.
The products managed by this team include 4Site and SRI, and there is a blend of internal and external technologies underpinning the technology stack.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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 discretion...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-30 08:27:47
