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The HR Business Advisor role sits within the firm-wide HR Business Advisor organization - a Center of Excellence/Shared Service construct.
The role of an HR Business Advisor is to promote strategic priorities and collaborate with managers at all levels.
As an HR Business Advisor within the Chase Auto and Business Banking organizations of Consumer & Community Banking, you will collaborate with managers at various levels to execute strategic priorities set by senior management.
Your role will also involve providing support to senior HRBAs and guidance to senior leaders across the HR strategy.
Job Responsibilities
* Support the implementation of people agenda initiatives and efforts for Chase Auto and Business Banking.
* Provide day-to-day advice on human capital matters.
* Advise business leadership and cascade structuring & re-organizational changes into LOB areas.
* Support the year-end compensation process by ensuring accurate baselines, providing guidance on incentive compensation and salary planning, and assisting managers with compensation decisions.
* Partner with leaders on performance and talent management cycles, including succession planning, talent identification, and promotion processes.
* Facilitate feedback processes and employee input initiatives, such as action plans based on Employee Opinion Surveys.
* Support individualized development and coaching for managers and emerging leaders.
* Utilize workforce data and reporting to understand trends and facilitate metrics-driven client decisions.
* Ensure appropriate controls are in place for all critical HR processes.
* Provide coaching and guidance to senior stakeholders on all matters of the HR life-cycle
* Lead and/or participate in HR projects aligned with key HR priorities.
Required Qualifications, Capabilities, and Skills:
* 6+ years of Human Resource experience.
* Project management abilities, including execution skills and end-to-end process improvement.
* Proficient and comfortable using technology, including the MS Office Suite - Excel and PowerPoint
* Ability to utilize critical thinking, quantitative, and analytical skills to identify issues and trends, develop solutions, and address root causes.
* Exceptional communication skills; written and verbal, able to present and articulate ideas to the business and HR colleagues.
* Ability to navigate a matrix organization and partner on issues across HR and the business.
* Proven track record in coaching employees and management through complex issues and/or change management initiatives.
* Exceptional judgment and decision-making abilities.
Preferred Qualifications, Capabilities, and Skills:
* Previous HR Business Advisor experience.
* Experience in a global matrix organization.
* Strong relationship-building skills and ability to work collaboratively.
* Experience in promoting partnership and fostering teamwor...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:41
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information:
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's households a...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:40
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Mountain View, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:40
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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
* 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.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
...
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Type: Permanent Location: Palm Springs, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:40
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information:
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's households a...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:39
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Wealth Management, Mortgage Product Owner (VP/ED)
About the Global Mortgage Solutions Business
The Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured by properties in the US, UK, and French markets.
The Global Mortgage Solutions team includes a global mortgage product team and a large team of Mortgage Specialists in multiple global locations who work with clients and bankers to guide them in their home lending financing needs.
About the US Mortgage Product Team:
The US Mortgage Product Team is responsible for comprehensive product management, including strategic planning, creation, design, launch, and lifecycle management of all US mortgage and HELOC products and features offered in the US Private Bank.
The team oversees the end-to-end platforms/products, from client-facing applications to point-of-sale (POS) and loan origination (LOS) products, that enable the mortgage offering.
The mortgage product team aims to drive mortgage and HELOC growth by innovating, modernizing, and creating efficiencies using AI, automation, and traditional development solutions to scale the origination experience while preserving personalized advice.
The team partners closely with Mortgage Specialists (LO's), Mortgage Operations teams, and Global Private Bank (sales) functions, as well as Technology, Legal, Risk, Compliance, and Marketing, to design and deliver solutions that enhance client experience and achieve business objectives.
Job Summary:
As a Mortgage Product Owner in Wealth Management, you are an integral part of the mortgage team that innovates, creates and executes the end to end product lifecycle for the mortgage products that support the Wealth Management mortgage business.
You will need to be outcome focused and foster an environment of continual innovation based on data interpretation, customer / stakeholder interviews and adopting latest digital technologies to enhance client experience and maximize profitability.
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.
Job Responsibilities:
* Develops products that delivers value to customers (stakeholders)
* Possesses & continues to develop end to end domain knowledge
* Manages discovery efforts and 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.
* Lead agile ceremonies such as sprint planning, daily stand-ups, and retrospectives.
* ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:39
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Wealth Management, Mortgage Product Owner (VP/ED)
About the Global Mortgage Solutions Business
The Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured by properties in the US, UK, and French markets.
The Global Mortgage Solutions team includes a global mortgage product team and a large team of Mortgage Specialists in multiple global locations who work with clients and bankers to guide them in their home lending financing needs.
About the US Mortgage Product Team:
The US Mortgage Product Team is responsible for comprehensive product management, including strategic planning, creation, design, launch, and lifecycle management of all US mortgage and HELOC products and features offered in the US Private Bank.
The team oversees the end-to-end platforms/products, from client-facing applications to point-of-sale (POS) and loan origination (LOS) products, that enable the mortgage offering.
The mortgage product team aims to drive mortgage and HELOC growth by innovating, modernizing, and creating efficiencies using AI, automation, and traditional development solutions to scale the origination experience while preserving personalized advice.
The team partners closely with Mortgage Specialists (LO's), Mortgage Operations teams, and Global Private Bank (sales) functions, as well as Technology, Legal, Risk, Compliance, and Marketing, to design and deliver solutions that enhance client experience and achieve business objectives.
Job Summary:
As a Mortgage Product Owner in Wealth Management, you are an integral part of the mortgage team that innovates, creates and executes the end to end product lifecycle for the mortgage products that support the Wealth Management mortgage business.
You will need to be outcome focused and foster an environment of continual innovation based on data interpretation, customer / stakeholder interviews and adopting latest digital technologies to enhance client experience and maximize profitability.
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.
Job Responsibilities:
* Develops products that delivers value to customers (stakeholders)
* Possesses & continues to develop end to end domain knowledge
* Manages discovery efforts and 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.
* Lead agile ceremonies such as sprint planning, daily stand-ups, and retrospectives.
* ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:39
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At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
* Developing skills in using AI technology for automation and prompt writing
Work Schedu...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:39
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Join the Slate product management team and use your existing customer marketing experiences and skill to make our customers love saving money and keeping it simple with the Slate family of credit cards.
As a Product Marketing Strategy Associate, Sr., you will be tasked with helping to design and deliver campaigns that will engage our customers across the lifecycle including both early, low, and long tenured customers.
Your campaigns and strategies will create the next level of customer satisfaction - helping customers maximize the value they get from Slate.
You will collaborate across multiple teams to design campaigns, complete business cases, set expectations, and deliver in market.
You will track results to identify opportunities to improve as well as test new variants and strategies in the future.
You will manage marketing for Slate customers end to end in tandem with our COE partners, all aimed at driving customer satisfaction (and engagement) with their card and key business outcomes.
Slate is a smaller, flexible team where you directly own and manage outcomes - so you will have lots of exposure and opportunities to use your skills and experiences.
Job responsibilities:
* Lead strategic and creative development for payment marketing campaigns across multiple channels
* Manage campaign execution from planning to deployment and results analysis
* Build and maintain relationships with internal teams and external agencies
* Coordinate branding efforts for trusted device initiatives
* Drive business case creation and campaign approvals
* Partner with cross-functional teams to deliver campaign requirements
* Analyze marketing performance data and provide actionable insights
* Facilitate stakeholder meetings and ensure project alignment
* Oversee creative development and ensure consistent messaging
* Support process improvements and best practices
* Act as a liaison between stakeholders and partners
Required qualifications, capabilities, and skills:
* Strong leadership and ownership of complex projects
* Excellent presentation and communication skills
* Ability to manage multiple priorities and deadlines
* Experience in cross-functional marketing program execution
* Proven relationship management skills
* Analytical mindset with attention to detail
* Proactive approach to problem-solving and process improvement
* Project management experience
* Familiarity with creative development processes
* Data-driven decision-making skills
* Ability to influence and lead teams
* Experience working with external agencies
Preferred qualifications, capabilities, and skills:
* Experience in payments or financial services marketing
* Knowledge of customer experience best practices
* Master's degree in business, marketing or similar discipline
Chase is a leading financial services firm, helping nearly half of America's households...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:38
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Team up with a diverse array of teams and elevate your skillset to champion customer journeys and craft unparalleled customer experiences.
As a Customer Success Associate in firmwide Data & AI Platform, you support customers in their journey toward achieving their desired outcomes.
Work closely with the Customer Success team and other cross-functional groups to ensure a seamless customer experience while gaining the skills you need to grow within your role.
As a Client Service Associate, you will help users of all experience levels-from business analysts to data scientists and engineers-discover, access, and responsibly use the platform's data, AI, and governance capabilities.
You will be the primary point of contact for inquiries and issues, providing clear guidance, resolving problems efficiently, and driving adoption of self service tools.
You are client obsessed, operationally rigorous, and comfortable translating complex, technical topics into simple, actionable steps.
You combine excellent communication with strong data and tech literacy to help colleagues be successful on the platform.
Job responsibilities
* Helps execute product adoption, expansion, and retention activities to support a healthy customer base
* Attends and participates in regular account meetings while keeping thorough notes to ensure accountability for customers
* Investigates and resolves customer issues in a timely and efficient manner
* Tracks and analyzes key metrics to measure customer success
* Serve as the first line of support for the firmwide Data & AI Platform, triaging and resolving user inquiries.
* Build a comprehensive understanding of capabilities offered by the Platform in order to manage client queries quickly and efficiently.
* Provide tailored guidance for users at varying skill levels; translate requirements into clear next steps and recommended paths.
* Troubleshoot common setup and integration issues in collaboration with Product, Engineering, and SRE.
* Identify, document, and resolve incidents; coordinate cross-team escalations; provide timely user updates and contribute to post-incident reviews and preventive actions.
* Create and maintain knowledge base articles, quick-start guides, FAQs, and how-to content to reduce friction and increase self-service.
* Track and report service KPIs/OKRs (e.g., response/resolution times, deflection rate, CSAT, time-to-value).
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise in customer success or a relevant domain area and Bachelor's degree in computer science, Information Systems, Engineering.
* Comfortable using technology with a willingness to learn new technological skills, programs, and tools
* Demonstrated analytical skills and critical thinking ability
* 2-3 years of experience in a client support, technical support, help desk, or platform operations role, ideally within a lar...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:38
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Fitchburg, US-WI
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:38
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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, 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 120 days of...
....Read more...
Type: Permanent Location: Cincinnati, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:37
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Fairfax, US-VA
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:37
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive you will be the focal point of client acquisition and ongoing relationships.
Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you will be responsible for growing and retaining profitable relationships with not-for-profit health systems, universities and colleges, and not-for-profit organizations within the Middle Market Banking & Specialized Industries.
This banker will work with clients and partner across the national Healthcare, Higher Education, Nonprofit footprint - Treasury, Industry Solutions, Credit - as well other firmwide JPM resources.
including Investment Banking, Derivatives, Corporate Responsibility, among others.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
Middle Market Banking & Specialized Industries delivers locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities:
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills:
* 5+ years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills:
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative ...
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Type: Permanent Location: Orlando, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:37
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Join a team that encompasses a variety of Data and Analytics disciplines, from data governance, data strategy and partnerships, reporting, data science, and machine learning.
As a Brand Data Owner Lead, within the Consumer and Community Bank Credit Card team, you will be critical in enabling the business to innovate through the strategic use of its data, while simultaneously ensuring that data is of good quality and well-protected and be responsible for coordinating Card's sourcing and use of data across different domains from digital, to rewards, operations, serves as a member of the Product leadership team.
Job Responsibilities:
* Define and execute a strategy for the development and delivery of product data to support strategic business objectives, business operations, advanced analytics, and metrics and reporting.
* Strong understanding of the data and its use within the business and across lines of business and functions, through collaborative partnerships with multiple stakeholders, including Product Owners, analytics leads, and business process owners.
* Identify and prioritize the scope of critical data within their product, ensuring that the prioritized data is well-documented as to its meaning and purpose, and classified accordingly with metadata to enable its understanding and control.
* Support the aligned Data and Analytics lead for their product to support projects such as analytics, machine learning and artificial intelligence.
* Direct the development of processes and procedures to identify, monitor, and mitigate data risks for data in the product, including risks related to data protection, data retention and destruction, data storage, data use, and data quality and direct the execution of tasks to comply with Firmwide policies, standards, and procedures related to the integrity and protection of data in the product
* Develop and maintain deep relationships with product data delivery partners and data consumers, including senior leaders in the Business, Technology, Analytics, Operations, Risk and Control functions across lines of business.
* Demonstrate governance by ensuring that workstreams and initiatives are tracked and actively managed, KPI's are agreed, measured and tracked, deliverables are properly prioritized and sequenced, risks are addressed and status measured, and deliveries are successful.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree required; 10+ years of industry experience in a data-related field
* Data querying and manipulation ability, using technologies such as SQL, python, data science and engineering folks.
* Demonstrated ability to manage tight delivery timelines, across multiple workstreams, and ensure our organization is on track to execute and deliver strategic changes
* Proven ability to execute via successful internal partnerships with other organizations and the ability to influence people at all levels across a bro...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:36
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Newington, US-CT
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:35
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Shape the future of our customer experiences and directly influence product adoption success.
Dive headfirst into dynamic collaborations, and guide customers' trust during crucial onboarding moments.
As a Client Service Analyst within our team, you support our customers throughout their journeys.
As a core contributor of the team, you are responsible to support employee onboarding, drive product adoption, and beyond, working closely with the Employee Experience team and other cross-functional groups to ensure seamless, cohesive and personalized experiences.
Job responsibilities
* Provides in person assistance such as addressing inquiries, troubleshooting challenges, as well as gathering feedback and insights that will be relevant to the product and servicing teams
* Drives product adoption through training and awareness initiatives
* Takes new customers through the onboarding process and guides them through the initial setup and configuration of our products to fit their specific needs
* Proactively gets involved with location-specific events and priorities to support employees
Required qualifications, capabilities, and skills
* 1+ years of experience or equivalent expertise in customer success or a relevant domain area
* Demonstrated ability to deliver exceptional customer service with a strong desire to help customers succeed
* Proven experience successfully engaging customers using strong verbal and written communication skills with an ability to articulate complex concepts in a clear and concise manner
* Demonstrated experience in working with technology and the ability to troubleshoot basic technical issues and guide customers through problem-solving steps
* Proficient in using virtual communication tools and technology platforms.
* Strong problem-solving skills and the ability to think on your feet.
* Ability to work independently and as part of a team.
* High level of professionalism and attention to detail
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 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 an...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:35
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Banker Professional in the U.S.
Private Bank, you will provide integral daily support to Client Advisors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
* Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
* Assist in account opening process and internal preparation to facilitate subsequent investments
* Monitor client accounts and provide basic client information management
* Conduct daily account administration
* Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams
* Liaise with Operations and Client Service Specialist teams
* Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.
Required Qualifications, Capabilities, and Skills
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
Preferred Qualifications, Capabilities, and Skills
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
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 i...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:35
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Long Island City, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:34
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Commercial Real Estate (CRE) Analyst - Real Estate Banking Program
Kickstart your career with J.P.
Morgan's Commercial Real Estate (CRE) group, working alongside nationally recognized professionals to develop tailored financial solutions for clients.
Our team leverages industry knowledge to offer top-tier financial solutions across all major real estate asset types.
We serve a diverse range of clients in the real estate sector, providing term lending solutions through our Agency and Off-Balance Sheet Lending platform.
Our product line is designed to meet borrower needs and firm-wide objectives.
As an Analyst in the Real Estate Banking (REB) program, you will gain valuable experience in Commercial Real Estate and a broad understanding of Commercial Banking.
REB delivers commercial real estate and banking products to national and regional real estate developers, investors, Real Estate Operating Companies (REOCs), Real Estate Investment Trusts (REITs), and opportunity and investment funds, working alongside REB Bankers, Underwriters, and Treasury Services Payments partners.
Job Responsibilities:
* Perform financial modeling and risk grading to support transactions
* Analyze collateral and markets
* Prepare marketing materials for client meetings (covering topics such as financing alternatives and industry/market trends & analysis)
* Analyze sponsorship and guarantor information
* Assist in the completion of credit approval memos and annual reviews
* Summarize key deal metrics and facts for new loan letters of intent
* Support sales teams with ad-hoc requests, property inspections, and market research
* Monitor and manage portfolios
* Learn about treasury services tailored to commercial real estate and the end-to-end sales process using a variety of internal sales tools
* Develop an understanding of the full breadth of J.P.
Morgan products and service offerings
Required Qualifications, Capabilities, and Skills:
* Exceptional verbal and written communication skills
* Excellent problem-solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a collaborative work environment
* Authorization to work in the U.S.
* Enrolled in good standing at an accredited university in the U.S.
Preferred Qualifications, Capabilities, and Skills:
* 1+ years of relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus
* Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered)
* Some exposure to credit fundamentals and/or previous client exposure is a plus
* Knowledge of market dynamics and business environment preferred
* Coursework or previous internship in real estate, finance, accounting, or economics is a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, smal...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:34
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Do you enjoying leading a sales team? You have found the right team.
As the Emerging Middle Market Treasury Sales Head for the Commercial Bank Core Sector, you will be responsible for the development, execution, and oversight of sales, market, and product strategies aimed at growing our existing client base wallet share and the acquisition of new clients to the firm.
Leveraging your strong leadership skills, you will also be responsible for establishing robust alliances with Bankers, Client Service, Product Leadership (Core Cash, Card, and Commerce Solutions), and Implementation teams.
Your responsibilities will include fostering and preserving trusted advisor relationships within Commercial Banking and Payments.
A crucial part of your role will involve leading the Emerging Middle Market Payments Segment Leads, mentoring the Treasury Management Officers and Treasury Sales Associates, ensuring an outstanding client experience while managing risk and providing appropriate guidance to the team.
Job responsibilities:
* Recruit, train, lead, coach, and motivate the Sales Leads and teams.
* Develop and oversee the Emerging Middle Market Treasury Sales strategy, including budget, sales goals, and P&L.
* Develop, monitor, and analyze performance metrics to evaluate effectiveness relative to key metric performance and goals.
* Work with Commercial Bank leadership to formulate and execute market strategy for Treasury Solutions.
* Develop segment-wide strategies across product sets to drive growth.
* Develop programs to cultivate prospect relationships of regional/national scope.
* Engage in a disciplined marketing process and quality call activities.
* Manage customer expectations by communicating upfront timelines and deliverables.
* Ensure strong client coverage to ensure a successful implementation and client experience of Treasury Solutions.
* Protect the firm by applying sound risk management protocols and adhering to regulatory requirements.
Required qualifications, capabilities, and skills:
* Bachelor's Degree.
* 15+ years' experience in Treasury Services, Financial Services, or related business experience.
* 5+ years of management experience.
* Experience in managing geographically distributed teams and managing managers.
* Deep understanding and direct background of client trends in liquidity, payments, working capital, risk management, and Treasury technology, and ability to distill for mass consumption and direct business impact.
* Sales management in an outside business-to-business sales environment with a documented track record of success/top performance.
* Strong understanding of the Commercial Bank treasury market.
* Strong coaching, motivation, and leadership skills; ability to network, recruit, train, develop, and promote field sales managers.
* Ability to develop, drive, and articulate strategy and vision for the team and lead a sales for...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:34
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Become an integral part of the Corporate Sector team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in the Corporate Sector, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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 banki...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:34
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Danbury, US-CT
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:33
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Job Description
The Wealth Aggregation Product Associate role is focused on leading the ongoing integration and driving adoption of the Addepar aggregation software for ultra-high net worth clients of JP Morgan Wealth Management.
As the Aggregation Product Associate on the Wealth Aggregation and Analystics team, you will serve as a Subject matter expert on the Addepar application and all key functionality of the software.
Support advisors and clients as key point of contact during Addepar onboarding and provide high touch ongoing product support.
Act as a key JPMorgan relationship point of contact for Addepar partners.
Liaise with Addepar relationship manager and technology teams to deliver new features and support key client needs.
You will drive the product roadmap and define specific, measurable OKRs for the product and ensure all technology teams are operating efficiently through the consistent review of agility metrics.
Job Responsibilities
* Work closely with financial advisors to understand complex client needs and communicate the value proposition of the Addepar Aggregation solution to meet the client needs
* Assist advisors and clients with the onboarding of internal and external investment assets and establish a client account and ownership hierarchy
* Facilitate the aggregation of illiquid private investments into the client Addepar solution
* Assist reporting operations teams and advisors with client inquiries
* Serve as the product subject matter expert and key escalation point for training and inquiry resolution to ensure consistent production quality
* Coordinate with other product teams to agree on delivery expectations and work through blockers
* Define and groom product feature requirements through the agile framework
* Prioritize work (Epics and Initiatives) by performing quarterly planning based on partner technology teams' capacity
* Collaborate with the delivery manager to manage workflow of Stories and Epics in Jira/Align for accurate reflection of progress completion
* Work with technology teams to prioritize and plan product releases
* Partner with product finance partners to ensure Addepar engagement is kept current with respect to third party vendor management, budgeting & payment processing
* Partner with legal, risk, compliance and controls to ensure the product is delivered to advisors and clients within the current reporting standards
Required qualifications, capabilities, and skills:
* Prior experience with Addepar or external portfolio aggregation software services
* 5+ years of experience in the financial services industry, with 1+ in product management
* Undergraduate degree
* FINRA SIE and Series 99 required within 120 days of hire
* Prior experience with administration of Addepar or other external portfolio aggregation software services required
* Product management experience
* Experience in portfolio reporti...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:33
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The JPMorgan Chase benefits program is one of the largest in the United States, designed to meet the needs of over 180,000 U.S.
employees and serving as a cornerstone of our value proposition to attract and retain top talent.
Our comprehensive programs include a range of healthcare and insurance offerings designed to support the well-being of our employees and their families, ensuring they have access to the best possible care and resources.
The JPMorgan Chase U.S.
Benefits Design and Strategy team is responsible for evaluating, designing, implementing and managing changes to benefit programs, monitoring plan performance, regulations and marketplace trends.
As a U.S.
Benefits Design and Strategy Vice President, you will support plan operations, evaluate opportunities for improvements, and collaborate across functions to provide the best possible experience for employees.
In this role, your primary responsibility will be in managing the prescription drug plan as well as serving as the lead for some of our key programs and/or pilot initiatives.
This is a full-time role based in Jersey City, NJ or Chicago, IL and is in-person/in-office five days a week.
Occasional travel for meetings/conferences is expected but the role does not require regular travel.
Job responsibilities:
* Supporting the day-to-day operations of the prescription drug benefit plan.
This includes overseeing vendors, program administration, performance monitoring, process changes, digital/customer experience, member communications and escalated issues
* Support key programs and/or initiatives.
You will be responsible for measuring the success of the programs, managing key partners and ensuring efficient operations
* Evaluating strategic opportunities that improve member experience, access to programs/care and financial transparency.
This includes conducting research and collaborating with internal and external stakeholders
* Supporting procurement projects.
This includes detailed focus on requirements, organized project management, regular communication with internal partners and preparing leadership materials
* Managing vendor implementations.
This includes coordinating between internal and external stakeholders, facilitating decisions, escalating issues, and achieving timely launch of programs
* Partnering with key internal partners including Benefits Delivery & Customer Service, Wellness, Communications, HR technology, IT security, Legal, Sourcing, Product and Employee Experience
Required qualifications, capabilities, and skills:
* Bachelor's degree required
* 10 years work experience in corporate benefits, employer benefits consulting, or health plan/PBM
* Comprehensive understanding of prescription drug benefits, prescription drug pricing, prescription drug supply chain, and the market
* Ability to multi-task, work independently, project manager, meet deadlines, and manage multiple deliverables
* Experience working i...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-06 02:46:32
