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Are you a strategic thinker, passionate about leading and delivering solutions to nonprofit healthcare organizations? You have found the right team.
As a Healthcare Treasury Consultant within our team of dedicated professionals, you will lead and assist in the planning and execution of treasury consulting services for nonprofit organizations looking to improve or revamp their treasury and cash operations structure and processes.
Your role will involve business process re-engineering across Treasury, AP and AR.
Furthermore, you may be responsible for providing best practices, insights, and recommendations to support our clients' growth, including their journey towards treasury transformation.
Job Responsibilities
* Successfully lead and execute consulting engagements from kick-off and discovery to analysis and recommendations with ability to conduct deep dive analysis and solutioning based on client's needs
* Identify key needs of client's treasury operations, understand pain points, and create customized recommendations highlighting optimized internal processes backed by quantifiable metrics from data gathered
* Effectively communicate to CFOs, Treasurers, and senior leadership within the client organization to pitch, execute and present the results of a consulting engagement
* Facilitate cross-functional coordination and communication with Treasury Sales, Bankers, product, and other firm stakeholders to drive client solutioning and support
* Create and promote (as a speaker at client and industry events) innovative and forward-thinking treasury content that strengthen the firm's publicly available thought leadership and collateral
* Develop content that can be leveraged by sales and banking teams to further dialogue with their clients
* Develop and deliver training to internal teams (sales, banking, middle office, consulting peers) on industry or treasury topics
Required Qualifications, Capabilities and Skills
* Requires a BA/BS degree
* Requires 7+ years of progressive treasury experience in healthcare and/or treasury consulting experience with expert-level knowledge of global Treasury and Cash Management including but not limited to Revenue Cycle and AP processes and daily cash processes
* Outstanding ability to analyze problems, identify new insights, communicate effectively and confidently (both oral and written) actionable recommendations, mobilize internal networks and garner support from cross-functional partners
* Strong project management skills; well-organized, structured approach; ability to achieve tight timelines on complex deliverables across teams
* Team player with strong interpersonal leadership and influencing skills - ability to interact at all levels of the organization in a peer-like way to facilitate the negotiation of critical matters on behalf of the client - and always able to consider diverse perspectives to get the best outcome
* Advanced/Strong Mic...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:58
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Order Builder (Loader)
Company: ABARTA Coca-Cola Beverages
Job Location: 4900 Mount Pocono, PA
Other Potential Locations: Mount Pocono, PA
We are actively seeking enthusiastic team players who want to work with the world's most trusted and iconic brands.
About ABARTA
ABARTA Coca-Cola Beverages is a family-owned company committed to being a visible, engaged partner to the customers and communities we serve.
We value diversity and individuality and when you thrive, we thrive.
ABARTA offers the perks of a large corporation with the personalized touch of a smaller company.
We are a workplace that encourages sharing ideas in a supportive environment, growing professionally, maintaining a healthy work/life balance, and interacting with all levels of the organization.
We would love for you to become a part of our family to help make our vision of Quenching the Thirst of Our Neighbors a reality!
Summary
Watch a video of the job: https://www.youtube.com/watch?v=vlK2iwTWclQ
Remember, whenever you see one of our shiny red trucks rolling down the road there is a team of professional warehouse associates whose mission is to fulfill customer orders and prepare them for delivery.
Our Order Builders work in a fast-paced warehouse environment making sure our customers stores are fully stocked with Coca-Cola products, refreshing the World, and providing moments of optimism and happiness.
Responsibilities
* Responsible for pulling orders based on pick ticket to accurately build orders for loading onto delivery trucks.
* Build orders according to assigned load tickets using industrial power equipment.
* Manually lift and move product to restock and repack ensuring date code accuracy and proper rotation.
* Adhere to good manufacturing practices and safety standards.
* Responsible for meeting productivity requirements.
* Stage completed pallets in designated areas.
* Follow established company Safety, Health, Environment, and Quality procedures and policies.
* Actively participate in Hazard Mitigation.
* Complete assigned Health & Safety trainings.
Qualifications
* High School diploma or GED required.
* Minimum 6 months of general work experience.
* Experience working with manual or powered pallet jacks preferred.
* Prior warehouse experience preferred.
* Must be able to repetitively lift up to 50lbs.
* Daily Activities Repetitively lift, carry, and position product (weighing up to 50 lbs.) above shoulder height without assistance.
* Consistent kneeling, squatting, and reaching above the head.
* Ability to push and pull manual and powered equipment (i.e., pallet jack, hand-truck, etc.) containing product loads for a minimum of 100 yards without assistance.
* Ability to repetitively grasp and manipulate objects of varying size and weight requiring fine motor skills and hand-eye coordination.
* Ability to read information in small, medium, and large print.
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Type: Permanent Location: Mount Pocono, US-PA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:57
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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: Bonita, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:49
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The Chief Data & Analytics Office (CDAO) at JPMorganChase is responsible for accelerating the firm's data and analytics journey.
This includes ensuring the quality, integrity, and security of the company's data, as well as leveraging this data to generate insights and drive decision-making.
The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management effectively and responsibly.
As a Vice President of Product Marketing within the AI Solutions and Business Enablement team, you will be instrumental in advancing the dynamic projects of the LLM Suite team.
We seek an individual who has strong experience in video and content creation, coupled with a deep interest in GenAI and finance.
In this role, you will be responsible for creating a high volume of marketing content, including videos, articles, and newsletters, that aligns with our business priorities.
You should have a deep knowledge of Content Management Systems (CMS) platforms, namely Adobe Experience Manager, as you will be tasked with updating and maintaining our websites effectively.
Job responsibilities
* Craft compelling messaging and content strategies that resonate with internal stakeholders and business units
* Lead the strategy and execution of internal community campaigns to enhance adoption, engagement, and awareness of the LLM Suite within the organization through owned and operated channels
* Manage internal communication channels to maximize reach and impact, ensuring all employees understand and are excited about the digital products and their use cases
* Write, edit, and contribute to the design and launch of direct marketing campaigns (email), digital channels (web, online advertising, social media), global and regional marketing materials, and product videos/interactive help guides
* Collaborate with Data and AI leads, tech teams, and business leaders to ensure cohesive and effective marketing plans and results
* Conduct educational sessions and workshops to accelerate the development and adoption of digital products within the firm
Required qualifications, capabilities, and skills
* Bachelor's degree in Business, Marketing, Advertising, Communications, or a related field
* 6+ years' experience of marketing SaaS, digital products, or technological solutions
* Proficiency with Content Management Systems (CMS), such as Adobe Experience Management (AEM)
* Exceptional written and verbal communication skills, with the ability to create clear, persuasive, and detailed marketing materials and presentations for an internal audience
* Proven ability to lead marketing initiatives and work collaboratively across diverse teams within a large organization
Preferred qualifications, capabilities, and skills
* Graduate degree in Busi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:47
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We are seeking an Analyst to join our industry leading team.
Job Description
J.P.
Morgan's Shareholder Engagement and M&A Capital Markets (SEMAC) team is expanding its mandate within the bank to include broader shareholder engagement and M&A Capital Markets advisory, while continuing to handle traditional shareholder activism and corporate defense.
This role represents a unique opportunity to be involved in building the foundation of an entrepreneurial enterprise with significant senior sponsorship under J.P.
Morgan's world-class banner.
The Shareholder Engagement and M&A Capital Markets team is a critical component of the firm's globally integrated investment banking model.
As an Analyst within our Client Advisory team, you will play a pivotal role in providing advice to clients on shareholder engagement and monitoring their trading activities, which includes aspects of shareholder activism and corporate defense.
Job Responsibilities:
* Create, maintain and review complex materials and analyses relating to shareholder activism, corporate governance and trading activity.
Analyses would include shareholder base and trading analyses, profiles on shareholder activists, and corporate vulnerability to both hostile corporate bids and shareholder activism, with a focus on structural vulnerabilities in a company's charter and bylaws.
* Manage day-to-day execution of advisory mandates, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
* Work closely with the group heads to establish ongoing processes and procedures
* Possess and acquire superior market knowledge relating to developments in domestic and international shareholder engagement, governance best practices, proxy advisory firms, and be able to clearly articulate this knowledge to internal and external parties
* Develop proprietary knowledge and insights into trading activity and capital markets monitoring for clients
* Work independently, producing high quality deliverables such as investor presentations, fight letters, Board materials, merger arbitrage trading analyses and other presentation materials for use in strategic client dialogue or shareholder activism defense engagements
* Coordinate with the Digital Investment Bank to advance the development of new and insightful tools to further drive strategic client dialogue
* Leverage the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory
Required qualifications, capabilities, and skills:
* Bachelors' degree in Finance, Economics, Business Administration, or a related field
* A minimum of 1 year of previous experience in Capital Markets, Investment Banking or a Corporate Finance related role
* Solid knowledge of corporate finance and accounting or an understandi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:45
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Mid-Corporate Banking, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
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 drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
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 rec...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:40
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Vice President in the Credit Risk Governance team, you will collaborate with global Wealth Management functions, including Risk, Lending Solutions, Operations, Legal, and Compliance.
Your role will involve working with the Wealth Management Risk function to develop and maintain policies, standards, guidelines, and procedures, including regulatory compliance measures.
You will work closely with the Front Office to assess business needs and develop risk controls to achieve revenue targets and business growth.
Your responsibilities will also include maintaining a full inventory of documents and ensuring they are clear, concise, and user-friendly.
You will assist in developing and implementing the business risk management framework, including risk governance and controls, organization structure, policies and procedures, and risk measures and metrics.
You will also be responsible for delivering large-scale risk and regulatory change and technical initiatives.
Communication of changes, detailing requirements, and strategic risk management objectives to large working groups, including senior management, will be a key part of your role.
You will also work with internal groups such as Credit, Investment, and Fiduciary Risk areas, as well as Compliance, Legal, and Operations on matters related to risk controls, model-assessments, incidents, and infrastructure projects.
Lastly, you will provide support and guidance for audits and regulatory examinations.
Job Responsibilities
* Work with Wealth Management Risk function to develop and maintain policies, standards, guidelines, and procedures, including regulatory compliance measures and risk advisory within the Risk Management Program.
* Work closely with the Front Office to assess business needs and further develop risk controls to efficiently achieve revenue target and new business growth.
* Play a key role in the hierarchy and design of documentation by maintaining full inventory of documents.
* Review documentation to ensure it is clear, concise, and user-friendly.
Perform ongoing updates to existing documentation to ensure they remain accurate and relevant.
* Assist in developing, design, implementation, and support of line of business risk management framework, including but not limited to: Risk governance and controls, organization structure, policies and procedures, three lines of defense, risk measures and metrics (risk appetite and limits, monitoring and escalation...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:37
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JP Morgan Workplace Solutions is a global leader in equity compensation management, offering a premier cloud-based platform for administering equity plans for public and private companies.
Serving over 1,800 corporate clients, from start-ups to multinational corporations, we manage nearly $300 billion in assets for over 1 million employee participants worldwide.
We are a dedicated global team of over 1,000+ professionals at the forefront of transforming equity compensation worldwide.
As the Marketing Technology Lead, you will help to drive the strategy, roadmap, and execution of our martech stack .
In this pivotal role, you will orchestrate and drive the evolution of the martech ecosystem, aligning technical capabilities with marketing, data, compliance, and customer experience goals.
Your efforts will be crucial in scaling our cross-sell marketing capabilities for wealth management services and other firm offerings across multiple platforms, business lines, customer segments, and regions.
Job Responsibilities:
Product ownership and strategy
* Drive the strategic direction, roadmap and performance of the martech stack, including core platforms such as CDP, CRM, marketing automation, campaign orchestration, and analytics tools.
* Advocate for scalable, personalized cross-sell campaigns, ensuring that the martech stack supports interoperability across platforms, business units and segments.
* Translate business and marketing objectives into actionable product requirements and martech solutions that enable targeting, testing, and optimizations at scale.
* Maintain awareness of emerging marketing technologies and industry trends to ensure the martech stack remains cutting-edge and competitive.
Implementation and optimization
* Lead implementation and integration of tooling, partnering with Product, Engineering and vendors.
* Optimize platform configurations and data flows to ensure maximum campaign performance, reliability, and operational efficiency.
* Collaborate with Data, IT, and Engineering to operationalize marketing data pipelines, ensuring clean, reliable and privacy-compliant data.
Governance and compliance
* Embed governance policies defined by Legal, Compliance and Privacy teams into the martech stack configuration, including consent management, data residency, and PII access controls.
* Ensure martech tools and associated processes are aligned with regulatory requirements such as GDPR, CCPA, and internal security standards.
* Partner with Marketing on change management efforts related to the martech stack to ensure smooth transition of new technologies and processes.
Stakeholder leadership
* Serve as the bridge between Marketing, Product, Technology, Data Analytics, Legal, Compliance and Privacy to ensure alignment across campaigns, systems and governance.
* Partner with Marketing team to help them effectively use the stack as capabilities change and/or enhance.
Measure...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:37
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This role offers a Sales leadership opportunity in Trade and Working Capital, where you will act as both the sector head for Technology, Media, and Communications (TMC) within JP Morgan's Global Corporate Bank (GCB) and as the primary sales manager for specific accounts.
As a Sales Leader within Trade & Working Capital, you will lead client engagements to identify and address needs through Trade & Working Capital solutions, driving successful sales outcomes.
You'll own client account planning, market execution, and serve as the primary liaison between Trade & Working Capital and its clients.
Your strategic vision will guide client targeting and relationship building, while originating new business through financial analysis and idea pitching to key executives.
Additionally, you'll enhance client satisfaction by cross-selling products that showcase the full value of the Payments franchise.
About the business: Trade & Working Capital (T&WC) is a strategic growth business within Payments.
The line of business structures and executes both Core Trade and Structured Working Capital solutions for clients.
Products/Structures include Supply Chain Finance, Receivables Finance, Sales Finance, Inventory Finance, Export Agency Finance, Letters of Credit, Trade Loans, and Bills of Exchange / Promissory Notes.
Job Responsibilities:
* Lead engagements with clients to identify opportunities for Trade & Working Capital solutions, driving successful sales outcomes.
* Serve as "Deal Team Captain" for structured off balance sheet lending facilities requiring coordination with clients, credit, risk, legal, and product
* Own client account planning and go to market execution, including driving the client coverage model and coordinating with Product partners, Corporate Bankers, Payment Sales, and Investment Bank Client Executives.
* Act as the primary touchpoint between Trade & Working Capital and its clients, leading coordination across functions for sales opportunities.
* Develop and execute the overall Trade & Working Capital TMC client strategy, including industry coverage and relationship building.
* Originate new business and pitch ideas to key executives such as CFOs, Treasurers, and CPOs.
* Cross-sell products to deliver the full value proposition of the Payments franchise.
* Engage with Global Banking teams to optimize lending relationships and client returns.
* Own strategic account planning, pipeline development, and alignment with Payments business objectives.
* Identify emerging client challenges and provide strategic input to shape the T&WC innovation agenda.
* Drive and manage the Sales team to achieve financial targets and ensure client satisfaction.
Required qualifications, skills and capabilities:
* 8+ years of Sales, Relationship Management experience.
* Strong working knowledge of the Trade and Working Capital Finance product set.
* Proven experience in managing client rela...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:36
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As a Annuity Advisor,you will work in a team based office environment to offer annuities planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs.
You are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals.
You have a passion for educating clients on Annuity products, technology and channels available to them to better monitor, maintain, and handle their investments.
Job responsibilities:
* Leverage a solid understanding of financial markets, with a particular emphasis on annuities, to effectively simplify complex financial concepts while building rapport and credibility with our clients.
* Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base
* Possess and continue building on a broad range of investment products, with a primary focus on annuity products and account types, to provide comprehensive solutions to clients.
* Understand client needs and provide advice and strategies to achieve their investment goals
* Maintain a high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change especially in the context of evolving financial markets and regulations.
* Engage with clients through calls to educate them on annuity products, providing clear explanations and guidance.
* Build and keep strong connections with colleagues and outside partners to promote annuity solutions, strengthen relationships, and provide personalized financial advice to clients.
Required qualifications, capabilities, and skills:
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
* Life and Health Insurance licenses (This role requires you to be licensed in all states)
* Be flexible and adaptable, especially when working under pressure.
* Use critical thinking and logic to solve problems, and think creatively and \"outside the box.\"
* Organize your tasks and manage your time well to handle multiple priorities effectively.
Preferred qualifications, capabilities, and skills:
* 3 years of relevant Financial services or brokerage experience preferred
* Bachelor's degree preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, e...
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Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:35
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As an Annuity Advisor Team Lead you will create a culture of excellence and an environment that meets a high standard of service and distinction within the community by building deep relationships and delivering an exceptional customer experience, with a particular emphasis on annuity solutions.
In this role, you will play a key role in promoting our customer-obsessed culture, ensuring clients understand the benefits and opportunities provided by annuities.
You will lead a team of Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth, guiding them in incorporating annuities into their financial strategies to enhance their long-term financial security.
Job responsibilities:
* Lead and mentor a team to leverage their understanding of financial markets, with a focus on annuities, ensuring they can simplify complex financial concepts and build rapport and credibility with clients.
* Oversee the delivery of exceptional client experiences by guiding team members to adapt conversations to meet the diverse needs of the client base.
* Ensure team members possess and continue to build on a broad range of investment products knowledge, with a primary focus on annuity products and account types, to provide comprehensive solutions to clients.
* Support team members in understanding client needs and developing advice and strategies to achieve clients' investment goals.
* Promote strong connections between team members, colleagues, and outside partners to enhance annuity solutions, strengthen relationships, and deliver personalized financial advice to clients.
* Set clear targets and objectives for the team, and manage, track, and analyze Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs) to ensure alignment with business goals and drive performance improvements.
* Partner closely with the Supervisory Manager to manage all day-to-day administrative, supervisory, and operational aspects of the business, achieving strategic objectives for a designated territory.
* Create a culture of risk and control, acting with urgency to safeguard customers and the business.
* Be proactive, taking initiative to identify solutions, possessing an entrepreneurial spirit, and executing with urgency.
Required qualifications, capabilities, and skills:
* At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
* A valid and active FINRA Series 7, 66 (or equivalent) is required
* A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
* Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts
* Possess a strong understanding of investment services and products, with a p...
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Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:34
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In this role you will have the opportunity to lead a portfolio of strategic initiatives that address critical challenges to the firm.
As a Vice President on the Commercial & Investment Bank Strategy team, you will lead mission-critical projects, including but not limited to: assessing growth opportunities strategies - geographic, industry or product; putting together strategic roadmaps by identifying unmet or emerging client needs; refining client segmentation and/or client coverage models; understanding emerging trends or new entrants; assessing operating models, including redesign or automation; and supporting the creation of CEO-level executive communications.
Projects are typically team-based and include close collaboration with the Commercial & Investment Banking Operating Committee and senior executives.
Our team comes from top strategy consulting firms, investment banks, and leading undergraduate and graduate programs.
The Head of Strategy is responsible for defining the overall strategic direction of the business, reports directly to the Commercial & Investment Banking CEO, and is a member of the Commercial & Investment Banking Operating Committee.
The Commercial & Investment Bank comprises Global Banking (combining the Commercial, Corporate, and Investment Bank), Payments, Markets, and Securities Services.
These businesses offer lending, payments, investment banking, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients.
Job responsibilities:
* Lead initiatives/projects to resolve diverse problems identified by senior managers of the Corporate & Investment Bank
* Lead teams of 1-3 junior strategists to develop solutions in partnership with business leaders
* Develop "trusted advisor" relationships with multiple senior stakeholders
* Gather, synthesize, and creatively analyze data (e.g., financial modeling, valuation analysis) to provide insights, identify issues and arrive at recommendations
* Develop strategic presentations for both internal and external audiences
* Monitor industry trends and shares insightful reports and analyses with broader team and with senior executives
* Coach and mentor less experienced colleagues
* Create and/or contribute to an environment of collaboration and mutual responsibility
* Simultaneously work on multiple projects across the CIB organization
Required qualifications, capabilities, and skills:
* At least 6 years of experience from either a premier management consulting firm with experience as a Manager/Engagement Manager/Project Leader, or, investment banking (e.g., M&A, Coverage, Capital Markets) division with experience as a Manager
* Diverse strategic problem solving experience, such as leading multiple CEO/CFO level programs across the financial services sector
* An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate e...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:33
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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: Granite Bay, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:32
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Join our dynamic Depositary Receipts Product team as a Product Transactions Manager, where you will lead business development initiatives and coordinate key corporate events.
Interface with risk, compliance, legal, and other internal control functions to research, develop, and articulate new business initiatives.
As a Product Transactions Manager on the Depositary Receipts Product team, you will drive and oversee various business development initiatives, including product and new market expansion.
You will coordinate various Corporate Events, including Onboardings, Corporate Actions, and Offboardings.
This position within the Depositary Receipts Group will require interface with key partner constituencies, in particular risk, compliance, legal, and other internal control functions, as you research, develop, and articulate new business initiatives and work to gain requisite approval for these projects.
Job responsibilities:
• Drive onboarding process, scoping and sizing each Depositary Receipts Program launch and responding to feedback requirements from external and internal clients.
• Support Sales and Relationship during Request for Proposal responses for new and existing business.
• Ensure all corporate action and operational issues are processed accurately and in a timely manner.
• Work closely with legal, compliance, and risk resources to analyze and develop optimal execution for complex corporate actions (e.g., cross-border mergers, capital restructurings).
• Advise clients on preferred structure and timing of corporate events.
• Establish and maintain strong relationships with market influencers, clearinghouses, and stock exchanges.
• Own corporate event end-to-end while keeping internal partners advised on all activities.
• Coordinate new product/market development process, scoping and sizing each initiative and responding to feedback/requirements from legal, risk, operations, and other key constituencies through the New Business Initiative process.
• Monitor regulatory and tax developments in the global equity capital markets and coordinate integrated business responses where needed (e.g., market alerts).
• Represent Depositary Receipts product and articulate Depositary Receipts project detail at regularly scheduled management forums.
• Coordinate Third Party Oversight activities for Depositary Receipts.
Required qualifications, capabilities, and skills:
• Well-organized, detail-oriented team player, and strong work ethic.
• Ideal candidate has 5+ years of experience in Corporate Actions role.
• Strong oral communication/presentation skills and excellent writing ability.
• Familiarity with Equities trading, Operations, and Custody product.
• Experience with Custody and Transfer Agency products.
• Experience in managing response to risk and/or compliance demands/requests.
• Ability to think critically and identify, research, and solve problems independently.
• Strong oral communication/presentati...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:31
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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 ...
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Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:30
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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 Wealth Associate 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 will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.
Job responsibilities
* Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills.
Through a focus on relationship management, you should be able to grow the practice
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Foster a client-centric planning process and ensure implementation of financial planning strategies
* Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients
* Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software [SN1]
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
* Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams
Required qualifications, capabilities, and skills
* A minimum of 4 years of financial services experience
* Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* Demonstrated understanding of investment products...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:29
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
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 Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
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Type: Permanent Location: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:28
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In this role, you are provided with the opportunity to influence the direction of the business by supporting a portfolio of strategic initiatives that address critical challenges to the firm.
As a Senior Associate on the Commercial and Investment Banking (CIB) Strategy team, you will support mission-critical projects, including but not limited to: assessing growth opportunities strategies - geographic, industry or product, putting together strategic roadmaps by identifying unmet or emerging client needs, refining client segmentation and/or client coverage models, understanding emerging trends or new entrants, assessing operating models, including redesign or automation, and supporting the creation of CEO-level executive communications.
Projects are typically team-based and include close collaboration with the Commercial & Investment Banking Committee and senior executives.
Our team comes from top strategy consulting firms, investment banks, and leading undergraduate and graduate programs.
The Head of Strategy is responsible for defining the overall strategic direction of the business, reports directly to the Commercial & Investment Banking CEO, and is a member of the Commercial & Investment Banking Operating Committee.
The Commercial & Investment Bank comprises Global Banking (combining the Commercial, Corporate & Investment Bank), Payments, Markets & Securities Services.
These businesses offer lending, payments, investment banking, market-making, financing, custody and securities products and services to a global base of corporate & institutional clients.
Job responsibilities:
* Apply structured problem-solving and design thinking to address top strategic priorities
* Gather, synthesize, analyze and present project data and findings (e.g., financial modeling, valuation)
* Develop innovative solutions to transform the business model and product offering
* Perform competitor/industry research leveraging both public and non-public sources
* Develop strategic presentations for internal and external audiences
* Support multiple project work streams
Required qualifications, capabilities, and skills:
* At least 5 years of experience with a premier strategy consulting firm or an internal strategy consulting / corporate strategy team
* Demonstrated experience with consulting toolkit / broad range of analytical tools and problem-solving approaches
* Demonstrated experience with managing project work streams
* Strong client management and executive-level communication skills
* Track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
Preferred qualifications, capabilities, and skills:
* Experience in financial services industry
* MBA or an advanced business degree from a top-tier program
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millio...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:25
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Are you passionate about data science with a comprehensive understanding of analytical principles, tools, technologies, and the capability to convey insights to both executive and non-technical audiences? If so, this could be the ideal opportunity for you.
As a Applied Artificial Intelligence- Machine Learning- Senior Associate, on the Instrumentation & Metrics (I&M) team, you are in integral part of the team that will be responsible for leveraging your expertise in data science; machine learning to develop and maintain production grade models using various analytical techniques.
You will provide ad-hoc analytics support to the Payments organization, transforming complex data into actionable insights.
Additionally, you will guide the team on best practices and techniques in data science; machine learning, ensuring the effective use of data to drive business decisions.
The Data Science & Analytic Solutions (DSAS) team is responsible for analytic support of the Commercial Investment Bank (CIB) Payments organization.
As key partners with Payments, the DSAS team is central in adding data insights to help form business strategy through collaboration with business stakeholders.
Key drivers to success are the effective management of data assets, analytical/visualization tools, disciplines and controls used for business readiness, process, and procedures.
This includes creation of project plans, data workflows, dashboards, and ad-hoc analyses that contribute to strategic objectives.
Job responsibilities
* Designs, develops, and deploy machine learning models in production environments
* Utilizes Python and machine learning frameworks such as TensorFlow, PyTorch, Scikit-learn, ...
to develop models
* Identifies and selects appropriate features to improve model predictions
* Performs data preprocessing and feature engineering to prepare datasets for model training
* Address machine learning challenges with strong analytical and problem-solving skills
* Communicates complex machine learning concepts and results effectively to diverse audiences across various levels of the banking organization, including those unfamiliar with advanced machine learning techniques
* Participates in training sessions and workshops to enhance skills and knowledge
* Research and implementation of state-of-the-art techniques to improve model performance
Required qualifications, capabilities, and skills
* Bachelor's or Master's degree in machine learning, artificial intelligence, statistics, mathematics, data science, or a closely related technical field, with 4+ years of hands-on experience in machine learning
* Demonstrated expertise in machine learning algorithms, model development, and deployment.
Proven track record of building and implementing machine learning models in production environments
* Proficiency in Python, with extensive experience using machine learning frameworks and libraries such as TensorFlow, PyTo...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:25
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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: Port Huron, US-MI
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:23
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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 100- 130 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 bu...
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Type: Permanent Location: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:22
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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 Wealth Associate 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 will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.
Job responsibilities
* Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills.
Through a focus on relationship management, you should be able to grow the practice
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Foster a client-centric planning process and ensure implementation of financial planning strategies
* Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients
* Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software [SN1]
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
* Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams
Required qualifications, capabilities, and skills
* A minimum of 4 years of financial services experience
* Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* Demonstrated understanding of investment products...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:19
-
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: Firestone, US-CO
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:19
-
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
...
....Read more...
Type: Permanent Location: Watertown, US-MA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:18
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Join the firm that FORTUNE has named one of the top five "World's Most Admired Companies" and LinkedIn ranked #1 out of 50 of the best companies in the U.S.
for best places to work and grow your career.
Use your industry experience and expertise in Account Management, navigating payments, reconciliation, and exception management to manage a portfolio of 30+ multicurrency syndicated deals.
Join us and collaborate with some of the brightest minds in the industry, driving impactful projects and revolutionizing the future of finance.
Don't miss this opportunity to be part of something extraordinary!
Job Summary:
As a Loan Service Associate in Wholesale Lending Services, you will support the largest and most sophisticated corporate loan transactions in the market.
You will be the primary loan servicing contact for internal and external clients, providing operational support for syndicated credit structures and bilateral loans.
This role involves direct interaction with borrowers, lenders, and business partners, ensuring efficient loan servicing.
Job Responsibilities:
• Provide deal origination and execution support to Syndicated deal teams.
• Offer feedback to deal structuring teams on market trends.
• Read and interpret complex legal credit agreements.
• Perform quality control on new deals, restructures, and amendments.
• Initiate loan activity as instructed by clients.
• Calculate and track complex interest and fee accruals.
• Reconcile daily funding and payment activity.
• Initiate and reconcile automated funds movement.
• Monitor and escalate past due principal, interest, and fees.
• Assist in loan operations projects as needed.
Required Qualifications, Capabilities, and Skills:
• Two years of related Client Management/Interaction or Operations experience.
• Excellent interpersonal and written/verbal communication skills.
• Strong analytical thinker with the ability to multi-task and prioritize.
• Strong organizational skills in a high-volume, fast-paced environment.
• Exceptional customer service and communication skills.
• Proficiency in Microsoft Office applications, especially Excel.
Preferred Qualifications, Capabilities, and Skills:
• Experience in Commercial Loan/Lending Operations.
• Knowledge of reading and interpreting syndicated credit agreements.
• Loan IQ experience.
• Highly motivated self-starter.
• Ability to manage and resolve complex problems autonomously.
*This role does not support Visa Sponsorship or Relocation assistance
*
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.
...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:16
