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Working at 55ip means standing at the intersection of finance and technology-and at the cutting- edge of wealth management.
We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.
Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation.
Driven by strategic partnerships with world-class asset management firms, we've experienced breakthrough growth over the last year.
Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and counting) are using 55ip.
Job Description
As a Management Associate within 55ip, you will work to provide comprehensive support, focusing on firmwide coordination and management.
You will play a crucial role in facilitating initiatives and ensuring seamless operations across the organization.
You should have experience in management support, working closely with executive leadership, and possess strong organizational and communication skills.
You will be motivated, strategic, a problem solver, and an effective leader.
This role is based in Boston, MA.
Job responsibilities
* Provide direct support to the senior Management Team, assisting in the coordination of firm-wide initiatives and strategic priorities.
* Coordinate and facilitate meetings for the senior Management Team, ensuring effective agenda setting, documentation, and follow-up on action items.
* Manage executive processes and presentations, ensuring materials are of high quality and proactively prepared.
* Prepare ad hoc analyses and presentations for various management meetings.
* Assist with the planning and execution of firm-wide Townhalls and events to ensure seamless execution and organizational alignment.
* Establish and manage key management processes and materials, including Management Information Systems (MIS), business, and financial reviews.
* Drive execution and successful delivery of the strategic agenda.
* Facilitate communication and collaboration across departments to ensure alignment with organizational goals.
* Assist in the planning process, including setting corporate priorities and developing strategies with key stakeholders.
Required qualifications, capabilities and skills
* Strong work ethic and a desire to work in a fast-paced environment.
* Exceptional organizational capabilities, attention to detail, and analytical skills.
* Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.
* Excellent written and verbal communication skills.
* Proficiency in Excel, PowerPoint, and LLM tools.
* Ability to work cooperatively and collaboratively with all levels of employees and management.
* Experience in management support and strategic planning in a financial services or investment management contex...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:14
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager - Cloud and Identity Access Management in the Corporate Sector - Identity And Access Management team, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
* Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
* Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
* Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
* Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
* Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
* Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
* Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment
* Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into m...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:14
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You're ready to gain the skills and experience needed to grow within your role and advance your career - and we have the perfect software engineering opportunity for you.
As a Software Engineer III at JPMorgan Chase within the Corporate Technology, you are part of an agile team that works to enhance, design, and deliver the software components of the firm's state-of-the-art technology products in a secure, stable, and scalable way.
As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role.
Job responsibilities
* Executes standard software solutions, design, development, and technical troubleshooting
* Writes secure and high-quality code using the syntax of at least one programming language with limited guidance
* Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications
* Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation
* Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity
* Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development
* Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Hands-on practical experience in system design, application development, testing, and operational stability
* Proficient in coding in one or more languages in this order: Scala, Java, Python
* Strong Big-Data and database skills
* Experience with AWS cloud computing using ECS, EKS, EMR, Lambda, etc.
* Well-versed with data structures and algorithms and efficient coding practices
* Experience in developing, debugging, and maintaining code in a large corporate environment
* Ability to collaborate well with global teams in geographically distributed locations across time zones
* Self-starter, able to reach out to various team members, users and partner teams to get solutions delivered
* Familiar with agile development methodologies (e.g., Scrum) and CI/CD, Applicant Resiliency, and Security
Preferred qualifications, capabilities, and skills
* Familiarity with Spark and distributed computing
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the w...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:13
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Prosper, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:11
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J.P.
Morgan Advisors, the ultra-high net worth division of J.P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor's team.
Your role will involve close collaboration with Financial Advisors, acting as the primary liaison for advisors and their affluent clients.
Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and their families in achieving their financial aspirations and targets.
Job Responsibilities:
* Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized.
* Create and implement a proactive service model, ensure central engagement through proper communications, documentation and tracking.
* Manage client appreciation activities and events, coordinate with numerous teams to ensure timely processing and positive client satisfaction.
* Perform client reviews on a regular basis in conjunction with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base.
* Market and implement complex investment solutions in accordance with High-Net-Worth client's investment objectives.
Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services.
* Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance.
* Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients.
Required qualifications, capabilities, and skills:
* 5 plus years' experience in Financial Services industry
* FINRA Series 7 and 66 licenses required
* Bachelor's degree required
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
* Proactively identify and delivery appropriate solutions that address the needs of our clients
* Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
* Highly proficient user of Word, PowerPoint and Excel
Preferred qualifications, capabilities, and skills:
...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:10
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Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios.
FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
As an Associate in Planning & Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.
You must have sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously.
You must also be comfortable with frequently changing priorities and detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously.
Job responsibilities
* Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
* Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
* Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
* Create, maintain and review financial models and analyses (both recurring and ad-hoc)
* Conduct \"deep dive\" analyses on key issues impacting client to determine root cause and propose solutions
* Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
* Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams
Required qualifications, capabilities, and skills
* Bachelor's in Finance, Economics, or Accounting
* At least 3 years of relevant FP&A experience in the financial services industry
* Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously.
Candidate must be comfortable with frequently changing priorities
* Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
* Excellent organizational, management, and both verbal and written communication skills
* Strong quantitative, analytical, and problem solving skills
* Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
* Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:09
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Consumer & Community Banking - Digital Technology Team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
In this role you will drive significant business impact through your capabilities and contributions and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Leads and executes creative software solutions, including design, development, and deep technical troubleshooting, with the ability to think beyond conventional approaches to solve complex problems.
* Actively develops and review secure, high-quality production code ensuring adherence to best practices.
* Builds and optimizes event-driven systems to handle high-throughput, low-latency data streaming
* Identifies and implements opportunities to automate recurring remediation tasks, improving operational stability.
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, etc).
* Extensive hands-on experience in designing, developing, and delivering complex enterprise applications.
* Advanced proficiency in Java, J2EE, and RESTful API development for scalable, distributed systems.
* Proven hands-on expertise in event streaming platforms such as Apache Kafka.
* Strong hands-on experience with NoSQL databases (e.g., Cassandra, DynamoDB) and relational databases.
* Ability to tackle design and functionality problems independently with little to no oversight
* Expertise in automation, CI/CD pipelines, and continuous delivery methods.
* Full proficiency in all aspects of the Software Development Life Cycle (SDLC).
* Advanced knowledge of agile methodologies, application resiliency, and s...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:09
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Commercial and Investment Banking Markets team , you will be a key member of an agile team, tasked with designing and delivering cutting-edge technology products that are secure, stable, and scalable.
Your role involves implementing essential technology solutions across diverse technical domains to support the firm's business goals effectively.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Proficiency in using TypeScript to develop robust applications
* Experience in building reusable components
* Strong expertise in JavaScript frameworks, particularly React.js
* Practical experience in system design, with the ability to ensure applications are well-architected and scalable
* Experience in application development, with a focus on creating efficient and user-friendly software
* Proficiency in testing to ensure software quality and reliability and user-friendly software
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Proficient in one or more modern programming languages, adapting to various coding standards and practices
* Solid understanding of agile practices, including Continuous Integration/Continuous Deployment (CI/CD)
* Experience in areas such as cloud computing, artificial intelligence, machine learning, and mobile technologies
Preferred qualifications, capabilities, and skills
* Experience working closely with product teams to understand business requirements
* Ability to collaborate effectively with UX teams to refine design concepts
JPMor...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:07
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Mandeville, US-LA
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:06
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Oakland Park, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:05
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Port Orange, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:04
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The Global Trusts & Estates Practice is an integral part of the services we offer to clients.
With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
When J.P.
Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust.
Job Summary
As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global Trusts & Estates Practice.
You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors.
You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services.
Your role will be crucial in maintaining our reputation as a leading global financial services firm.
Job Responsibilities
* Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
* Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
* Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
* Work with Tax Officers and trust counsel to resolve tax issues
* Address questions raised by beneficiaries, co-trustees and their advisors
* Work in a team-based environment
* Develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries.
Trust Officers have responsibility to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client services
* Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM's role, the risks inherent in the structure and underlying assets, and the client's expectations
* Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation
Required Qualifications, Skills and Capabilities
* Bachelor's Degree required
* In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
* Min...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:03
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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 Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Fort Lauderdale, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:02
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Step into a pivotal role with the XVA Product Control team in New York, where your expertise will drive financial excellence and strategic innovation.
This is your opportunity to shape the future of product control, managing P&L and risk with precision while collaborating with senior stakeholders across the finance organization.
Join a dynamic environment that values your analytical prowess and leadership skills, offering a platform for growth and impact.
As a senior associate within the Americas Credit Portfolio Group, you will have the opportunity to be part of the XVA Product Control team based in New York covering CVA (credit valuation adjustment) and FVA (funding valuation adjustment).
You will be working with a wide range of products from CVA/FVA to various hedging instruments (Credit, Rates, Equity, Commodity, FX).
This role is a perfect fit for someone with extensive Product Control knowledge and expertise who is ready to take their career to the next level.
You will be responsible for both P&L and Risk, interacting with a range of stakeholders from Front Office, Market Risk Coverage and other key business and control functions.
This role will give you the chance to interact with senior stakeholders across the finance organization, making it an important and significant aspect of your role.
Job responsibilities
* Produce and report on the Daily P&L and Risk, ensuring it is completed in an efficient and controlled manner
* Responsible for integrity of the balance sheet and accounting for the business
* Provide detailed analysis and commentary on the financials to desk heads, business managers, and senior finance management
* Partner with the business and its stakeholders to implement robust controls and implement strategic initiatives
* Identify and implement continuous improvements and ensure processes adapt to meet changing systems and control requirements
Required qualifications, skills, and capabilities
* 3+ years Product Control experience or equivalent
* Experience within Product Control related to CVA/FVA
* Excellent analytical skills and attention to detail including a strong control focus
* Excellent communication skills and ability to develop strong working relationships.
* Educated to at least Bachelor's degree (or equivalent) level
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 an...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:01
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We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
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 mana...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-02 07:24:00
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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 Emerging Middle Market, 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.
Banker 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 recogniti...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-02 07:23:59
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Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team.
This role offers a unique opportunity to leverage your expertise in fund servicing operations while driving impactful solutions and fostering career growth.
As a leader in our organization, you'll be at the forefront of innovation, working in a collaborative environment that values your skills and contributions.
As a Vice President in the Domestic Trust Services / Fund Servicing team, you will support our Endowment and Foundation and Trust clients by providing accounting services and transactional support and processing.
This position requires the understanding of advances accounting, cash, and securities movement methodologies.
General responsibilities include partnering with internal and external partners and communicating with external clients/partners to gather and process information.
Job responsibilities
* Organize daily priorities to ensure deliverables are met for assigned activities.
* Process daily activities which include digital mail, subaccount, cash movement, securities movement of endowment and foundations and privately held entities.
* Be a subject matter expert on the methodologies of accounting, cash and securities movement.
* Display problem solving, analytical skills and independent decision making in line with position.
* Conducts quality control over other's work.
* Be flexible and engaged with team members to meet departments deliverables.
* Lead, mentor, and participate in the development of associates.
* Be available to provide input to, test and help implement innovative technology as needed.
* Manage internal and external technology including Third Party Oversight management as needed.
* Support the development of marketing products and poses the ability to engage external U.S.
banking clients.
Required qualifications, capabilities, and skills
* An undergraduate degree in Finance/Accounting or equivalent professional experience.
* Advanced understanding of investment account statements from financial institutions.
* Ability to interact with U.S.
based clients to support product initiatives.
* Ability to partner with other business associates to develop process improvement strategies, integrate processes, and execute changes to or implementation of new processes.
* Ability to take ownership and be accountable.
* Ability to prioritize and manage multiple responsibilities simultaneously.
* Aptitude for analyzing issues and information accurately and demonstrating effective issue resolution and decision-making skills (fact-based decisions).
* Proficiency with Microsoft applications (Word, Excel, Access, PowerPoint).
Preferred qualifications, capabilities, and skills
* Fund accounting and/or experience with privately held companies.
* Experience of various banking/accounting software applications.
* Experience develo...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-02 07:23:58
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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
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 relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-02 07:23:57
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We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, TMT team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As a Vice President in Equity Capital Markets, TMT team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
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 ...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-02 07:23:56
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We are on the lookout for a talented Senior Associate to join our Asset Management Internal Audit team.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As a Senior Associate on the Asset Management Audit Team, you will lead all aspects of the audit lifecycle including, planning, fieldwork, reporting, validation and continuous monitoring.
The role is highly visible and also offers you exposure to senior executives outside of Internal Audit across the bank.
Job responsibilities
* Plan, execute and document audit activities, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure
* Work closely with global Audit colleagues in the early identification of emerging control issues and reporting them timely to Audit management and business stakeholders
* Recognize the confidential nature of Internal Audit communications and access to information; you must be disciplined in protecting the confidentiality and security of information in accordance with firm policy
* Partner with stakeholders, business management, other control groups (i.e.
risk management, compliance, fraud prevention), external auditors, and regulators establishing strong working relationships while maintaining independence
* Finalize audit findings and use judgment to provide an overall opinion on the control environment through developing recommendations to strengthen internal controls
* Take ownership of self-development, including stretch assignments, to prepare for greater responsibilities and career growth, and take initiative to seek out opportunity for continued learning
* Stay up to date with industry trends to identify opportunities for game changing innovations or strategic partnerships
Required Qualifications, Skills and Capabilities
* 5+ years of internal or external auditing experience, or relevant Asset Management industry and business experience
* Bachelor's degree (or relevant financial services experience)
* Experience with internal audit methodology and applying concepts in audit delivery and execution
* Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner
* Strong interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners
* Strong analytical skills particularly in regard to assessing the probability and impact of an internal control weakness
* Flexible to changing business priorities and ability to multitask in a constantly changing environment
Preferred Qualifications, Skills and Capabilities
* Advanced Degree in relevant discipline
* Prior experience with Big 4 accounting firm and/or internal audit depart...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-02 07:23:56
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This role is also open to Wilmington DE | Columbus OH | Plano, TX | Washington, DC.
Join our dedicated team in a role where your expertise in risk assessments and cybersecurity exercises propels forward our mission of safeguarding our operations and enhancing resiliency.
This position offers the unique opportunity to shape our security posture and contribute to our continuous improvement in an environment that values innovation and teamwork.
As an Assessments & Exercises Senior Associate in the Cybersecurity & Technology Controls team, you will help enhance the firm's cybersecurity or resiliency posture by using industry-standard assessment methodologies and techniques to proactively identify risks and vulnerabilities in people, processes, and technology.
Collaborate with the team to design and execute risk-driven tests and simulations.
Evaluate preventative controls, incident response processes, and detection capabilities.
Your ability to make informed decisions and foster continuous improvement will allow you to contribute to the achievement of the team's operational goals and the mitigation of cyber and resiliency risks.
As part of the penetration test team, your primary responsibility will be performing hands on penetration testing of some of the firms most critical web and mobile applications.
You will work with application developers to not only understand root cause and mitigate vulnerabilities, but also to identify where vulnerabilities can be identified earlier in the Software Development Life Cycle (SDLC).
As a successful candidate within our team, you are expected to demonstrate an eagerness to learn, the promote to excel, excellent technical knowledge of security concepts, and proven expertise in penetration testing.
Job responsibilities
* Collaborate with other Assessments & Exercises team members to conduct testing and simulations - such as penetration tests, technical controls assessments, cyber exercises, or resiliency simulations, and contribute to the development and refinement of assessment methodologies to ensure alignment with industry standards and regulatory requirements
* Partner with subject matter experts to evaluate controls for effectiveness and impact on operational risk, as well as opportunities to automate control evaluation
* Develop comprehensive assessment reports, including detailed findings, risk assessments, and remediation recommendations, and effectively communicate these insights to relevant stakeholders as you contribute to decisions that yield continuous improvement
* Utilize threat intelligence and security research to stay informed about emerging threats, vulnerabilities, industry best practices, and regulations.
Apply this knowledge to enhance the firm's assessment strategy
Required qualifications, capabilities, and skills
* 3+ years of experience in cybersecurity or resiliency, with a focus on offensive security testing, assessments, or simulation exercises
* Expe...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-02 07:23:55
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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 Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-02 07:23:54
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Chase Card Services is seeking an experienced leader to drive customer and firm value within the Card Authorizations' product.
You will work closely with Business, Product, and Technology leadership to articulate, valuate, sequence, and execute discreet efforts to improve our authorizations engine, deliver customer features, & support scrum teams as needed.
JPMorgan Chase & Co., 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.
As a Product Analyst Senior Associate within Chase Card Services, you will have the opportunity to promote customer and firm value within the Card Authorizations' product.
You will collaborate with Business, Product, and Technology leadership to improve our authorizations engine, deliver customer features, and support scrum teams.
This role provides a unique opportunity to contribute to a leading financial institution and shape the future of our card services.
Job responsibilities:
* Collaborate with partner across the firm to breakdown large initiatives into epics and user stories, using relevant techniques (e.g.
story mapping, event storming) to help facilitate the right discussion and drive toward the technology requirements
* Actively key stakeholders to manage their expectation through strong communications and effective partnerships
* Develop and refine epics and user stories defining user acceptance criteria in Gherkin format whilst adhering to the I.N.V.E.S.T principals
* Identified and create dependencies for support teams.
Collaborate with stakeholders, development teams and other supporting teams to identify dependencies that exist between different task, feature or project.
Analyst the requirements, dependencies and interdependencies to understand the relationship and potential impact on the over product development
* Partner with the product owner and prioritize a delivery teams efforts based on the product and firm priorities, including the resolution and management of defects
* Adhere to firmwide controls practices as it pertains to agile deliverables
* Expertise in Agile Tools (JIRA, Confluence) and concepts to be able to drive planning and execution through the product architecture
Required qualifications, capabilities, and skills:
* Ability to seamlessly navigate large product organizations
* Strong written and verbal communication skills with the ability to articulate concepts to a senior management and customers across business and technology organizations
* Experience in managing agile, cross-functional teams, often through influence (i.e., not direct oversig...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-02 07:23:54
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JPMorgan Chase is driven by curiosity, passion, optimism, and the belief that everybody can grow.
As a Strategic Reporting Analyst within the JPMorgan Chase Consumer Banking Fraud Risk Analytics & Intelligence team, you will play a pivotal role in identifying and anticipating new and emerging risks and trends.
You will collaborate with key stakeholders to assess risk factors and apply your expert judgment to address challenges that affect our company, customers, and communities.
Our culture in the Risk Management and Fraud Center of Excellence emphasizes innovative thinking, challenging the status quo, and striving to be best-in-class.
We are looking for a highly skilled and experienced Analyst to join our Fraud Risk Analytics & Intelligent Reporting team.
In this role, you will focus on developing analytical insights into the strategies employed by our risk partners to identify and mitigate fraud.
You will be responsible for creating, automating, and deploying intelligent solutions that address the reporting and analytical needs of the business line.
Additionally, you will ensure that compliance and control requirements are met, providing timely and reliable information to the appropriate audience.
Job Responsibilities:
* Data Interpretation: Analyze large volumes of complex data to formulate problem statements and draw concise conclusions about underlying risk dynamics, trends, and opportunities.
* Risk Indicators and Metrics: Identify and develop key risk indicators and metrics, enhance existing reporting mechanisms, and explore new analytical areas to improve fraud detection.
* Cross-Functional Collaboration: Work closely with cross-functional partners to understand and address key business challenges.
* Communication and Presentation: Exhibit exceptional communication skills, both written and verbal, to effectively communicate with diverse audiences, including senior leadership.
* Independent Problem Solving: Demonstrate the ability to work independently, taking ownership of problem-solving from start to finish.
* Strategy and Product Development: Collaborate with Product Risk managers and other stakeholders to support the development and monitoring of new strategies and products.
Required qualifications, capabilities, and skills:
* Master's Degree in a quantitative discipline with a minimum of 3 years of work experience in analytics, or Bachelor's Degree in a quantitative discipline (e.g., Data Analysis, Economics, Mathematics, Statistics, Management Information Systems) with a minimum of 5 years of work experience in analytics/analytical reporting.
* Advance knowledge of SAS & Snowflake.
* Strong background with SAS and Snowflake technologies.
* Strong financial analytical skills with the ability to extract business insights from complex data structures.
Preferred qualifications, capabilities, and skills:
* Industry Experience: Experience in Banking/Digital Banking preferred.
...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-02 07:23:53
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Join our fun, high-energy team as a Community 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 Community 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
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* 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
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* Ability to read, write and speak Spanish fluently.
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval required for internal Home Lending Advisors who have been in their positi...
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Type: Permanent Location: Detroit, US-MI
Salary / Rate: Not Specified
Posted: 2025-12-02 07:23:53
