-
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 Market Director of Wealth in J.P.
Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience.
In this role, you will play a key role in promoting our customer obsessed culture.
We make it easy to bank and invest when, where and how our customers want.
You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.
Job responsibilities
* Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
* Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
* Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
* Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion
* Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
* Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
* Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of 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
* Ability to travel 50% of the time
* 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 a...
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Type: Permanent Location: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:32
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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...
....Read more...
Type: Permanent Location: La Canada, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:31
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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...
....Read more...
Type: Permanent Location: San Clemente, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:31
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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 ...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:30
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Join Chase Branded Card Products team and help shape the future of consumer credit card experiences.
Use your expertise to launch new features, build impactful roadmaps, and deliver innovative solutions that set our brand apart in the market.
Job Summary:
As a Senior Associate in the Chase Branded Card Product team, you will focus on consumer-facing product partnership initiatives, leading launches and building roadmaps that enhance our cardholder experience.
You will play a key role in submitting requirements, collaborating with cross-functional teams, and ensuring our products stand out in a competitive landscape.
Your work will directly impact how millions of customers experience travel, entertainment, dining, and retail benefits.
Job Responsibilities:
* Lead and support consumer-facing product partnership launches from concept through integration and execution
* Build and maintain product roadmaps that align with business and customer needs
* Gather, document, and submit detailed product requirements for new features and enhancements
* Collaborate with marketing, design, engineering, and business teams to deliver seamless product experiences
* Identify and drive opportunities to enhance brand differentiation in the marketplace
* Translate customer feedback and market trends into actionable product improvements
* Write user stories, acceptance criteria, and participate in agile ceremonies
* Support go-to-market planning and ensure successful product rollouts
* Track and report on product performance, adoption, and customer satisfaction
* Ensure compliance with risk, control, and regulatory requirements throughout the product lifecycle
* Foster a culture of innovation and continuous improvement within the team
Required qualifications, capabilities, and skills:
* Minimum 3 years of experience in consumer-facing product management or business analysis
* Proven track record of supporting or leading product launches and building product roadmaps
* Experience gathering, documenting, and submitting product requirements
* Strong understanding of brand differentiation and customer experience best practices
* Experience working in agile teams, including writing user stories and participating in sprints
* Excellent written and verbal communication skills for cross-functional collaboration
* Highly organized, self-motivated, and able to manage multiple priorities
* Analytical mindset with the ability to use data to inform decisions
* Bachelor's degree required
Preferred qualifications, capabilities, and skills:
* Experience with digital or mobile consumer products
* Familiarity with Jira, Confluence, or similar tools
* Experience in go-to-market planning and execution
* Ability to manage multiple projects simultaneously
* Strong stakeholder management and relationship-building skills
* Experience in user-centric design a...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:29
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Job Profile:
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 con...
....Read more...
Type: Permanent Location: El Paso, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:29
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The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra-high net worth clients.
This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client.
As a Client Specialist within J.P.
Morgan Wealth Management, you will focus on addressing client's wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell JPMorgan Chase wealth management services, and ensure the client's wealth needs are being met.
Your new business generation will come from three primary sources:
* Bank-referred opportunities
* Existing wealth clients
* Your own business development efforts
You will take the lead in uncovering and pursuing wealth management opportunities of existing Bank clients.
You will also partner with wealth advisors to help consolidate the assets of existing wealth clients.
You are encouraged to generate self-sourced business as well.
Client Specialists do not manage client investments or ongoing relationships.
Job Responsibilities
* Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
* Engage with Wealth Advisors on deepening existing wealth relationships
* Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors, prospects, and clients.
* Deliver initial wealth management counsel to prospects and clients based on their specific situation.
* Recommend customized wealth solutions and the right team to serve the client's wealth needs.
* Effectively advance opportunities presented through a focused sales process.
* Generate new assets under management from Bank-referred opportunities, existing wealth clients, and self-sourced business development efforts
* Keep abreast of trends and strategies in wealth management
Required qualifications, capabilities, and skills
* College graduate with 7+ years of industry experience and holds the series 7 and 63 licenses.
* Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients.
* A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas.
* A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization.
* Excellent communication and presentation skills, both written and verbal.
* A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior.
Preferred qualifications, capabilities, and skills
* An advanced degree s...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:28
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
...
....Read more...
Type: Permanent Location: Clayton, US-MO
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:27
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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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:25
-
Job Profile:
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 con...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:23
-
The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for J.P.
Morgan Asset Management.
As a leading global asset manager, we oversee nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide.
Our deep experience and scale enables J.P.
Morgan Asset Management to extend decades of trusted relationships with leading wealth managers by delivering private market solutions.
As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios.
You will be part of a rapidly growing market and will have the chance to bring private market solutions to team member investors through financial intermediaries.
You will promote financial advisor engagement across various channels and promote the firm's investment strategies to increase assets under management.
Job Responsibilities:
* Attain placement of J.P.
Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker/dealer, and J.P.
Morgan Chase affiliate
channels.
* Proactively contact broker-dealer firms to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence.
* Coordinate the business development effort contributing to the success of the organization by establishing key client relationships and develop, coordinate, and manage broker-dealer firms' campaigns and marketing support activities.
* Perform a variety of sales functions including client meetings, client follow-up, proposal
generation, presentations, public speaking, and attending seminar and industry events.
* Develop a clear understanding of client's strategic objectives.
* Provide product information, gather marketing data, and offer sales/marketing solutions.
* Monitor and analyze broker-dealer firm's sales activities and competitors' coverage.
* Work closely with sales team to exchange ideas and formulate strategies for increased
penetration within targeted firms.
* Assist in gathering information on emerging trends within the broker-dealer community.
Required qualifications, capabilities and skills:
* 5+ years' experience with financial services company in sales/specialist role.
* Extensive experience in the private alternative space, including experience in various
structures of private alternatives, non-traded REITs, business development companies,
Interval Funds, and closed end offerings.
* Ability to communicate information and state problems or challenges to be resolved in a
clear, concise, courteous and professional manner.
* Client focused - possessing the ability to align processes, procedures, systems, and
personnel to meet the needs of broker-dealer firm...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:23
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer-Cloud Data/Python/Java/Spark at JPMorgan Chase within the Consumer and Community Banking's Home Lending and Servicing team, you will play a crucial role in an agile team dedicated to enhancing, building, and delivering reliable, market-leading technology products that are secure, stable and scalable.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
* Architect, develop, and deploy scalable data pipelines and solutions on AWS using services such as S3, Redshift, Glue, EMR, Lambda, and Athena
* Create and optimize data models, build robust ETL processes, and ensure efficient ingestation, transformation, and storage
* Monitor, troubleshoot, and tune data pipelines and cloud resources for optimal performance, reliability, and cost efficiency
* Maintain comprehensive documentation of data architectures, processes and best practices; mentor junior engineers and share knowledge within the team
* Stay current with AWS advancements, evaluate new services and tools, and drive continuous improvement in cloud data engineering practices
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
* Hands-on professional experience in one or more programming language(s), including Java or Python, proficiency in Python, SQL, and at least one additional language (e.g.
Java or Scala) for data engineering tasks
* Hands-on experience utilizing Apache Spark for large-scale data processing, including developing and optimizing data pipelines, performing real-time and batch analytics, and leveraging Spark's libraries for machine learning and data transformation to drive actionable business insights.
* Experience with infrastructure automation tools such as AWS CloudFormation or ...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:22
-
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: Tukwila, US-WA
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:22
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Bring your expertise to JPMorgan Chase.
As a 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 Senior Associate within the Fraud Strategy Team, you will generate insightful analytics and provide recommendations concerning risk criteria development, implementation, operational controls, and performance monitoring.
Your role will require a deep understanding of the problem universe, data analysis to understand root causes, and the use of analytics to design and implement solutions.
You will play a pivotal role in promoting end-to-end solutions that mitigate risk while balancing the minimization of revenue loss, operating costs, and customer impacts.
Job Responsibilities:
* You will monitor the fraud trends in the portfolio to develop insights around potential gaps in our defenses and propose solutions by leveraging data from across the firm, advanced machine learning models, and other advanced analytics.
* You will develop strategies and actions that balance the tradeoff amongst fraud losses, operational expenses driven by fraud strategies, and customer impacts from fraud prevention efforts.
* You will work closely with partners across the firm to deliver on joint priorities that keep the firm and our customers safe from fraud while helping the business grow.
* You will also be responsible for working closely with fraud risk technical product team to deliver best in class fraud fighting capabilities to protect our customers.
Required Qualifications, Capabilities and Skills:
* Bachelor's degree.
* 2+ years of professional experience related to risk management, strategic analytics, or data science.
* Strong knowledge of programming language like SAS, SQL, Python.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data to monitor and uncover behaviors and trends in fraudulent activity.
* Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications.
Proficient in Excel & PowerPoint.
* Excellent organizational and project management skills; able to manage competing priorities under tight deadlines.
* Proven ability to collaborate and build strong partnerships.
* High degree of initiative, self-direction, and ability to work well under pressure.
Preferred Qualifications, Capabilities and Skills:
* Prior experience working in Fraud strategy
* Intellectual curiosity with a proven ability to learn quickly
Chase is a leading financial services firm...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:19
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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 an associate within the Country Risk Management, you will be part of a team that evaluates countries across various factors - including macroeconomic, political, fiscal, and monetary - in order to assign the sovereign various internal risk ratings.
In addition, the team measures country risk exposure and stress across the firm, monitoring this risk against country limits.
These ratings and measures form the backdrop against which the team identifies and manages risk by country to help guide the firm's trading, funding, doing credit analysis, and credit extension in foreign jurisdictions.
The Country Risk Management team also assesses downside risk scenarios and their potential implications to the Firm, including contribution to firmwide capital stress testing exercises.
Job Responsibilities
* Manage governance of Country Risk's risk measurement methodology, as well as implementing changes to the group's methodology to address business, product, and country developments.
* Support for Country Risk Management methodology projects and initiatives.
* Engage with Market Risk, Credit Risk, and business partners on enhancements to risk capture.
* Support Country Risk's participation in firmwide capital stress testing exercises such as CCAR/CECL, Risk Appetite, and various legal entity level stress test exercises.
* Help maintain and develop qualitative models and systemic processes to ensure stress testing activities are accurate and relevant given evolving regulatory and internal model review expectations and standards.
* Stay informed about changes in regulatory guidelines and industry best practices, particularly related to capital stress testing.
The team's focus is global and requires partnership within Country Risk Management, in addition to working across all lines of business in the Firm and with other risk disciplines, risk reporting, corporate groups, technology, lines of business, internal audit and regulators.
Required qualifications, capabilities, and skills
* Undergraduate degree in economics, finance, mathematics, sciences or related discipline.
* Strong technical skills, including proficiency in Python, Alteryx and Tableau.
* Excellent analytical, problem-solving, and critical-thinking skills with a detailed oriented approach.
* Familiarity with credit or market risk products and measures and enthusiasm for understanding financial markets.
* Strong written and verbal comm...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:18
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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 eSoftware Engineer at JPMorgan Chase within the Commercial and Investment Bank Electronic Trading Services team, you will play a crucial role in an agile environment.
Your responsibilities will encompass the design, enhancement, and delivery of premier technology products in a secure, stable, and scalable manner.
Your technical expertise and problem-solving skills will be key in making a significant business impact and addressing a variety of challenges across diverse technologies and applications.
Your main tasks will include the development and enhancement of our Smart Order Router, Matching Engine, Market Access, and Risk Management systems for global equities and options trading.
This position is a great opportunity for those with a solid background in electronic trading technology and a proven track record of delivering high-performance, low-latency reliable trading systems.
Job responsibilities
* Design, develop, and implement low latency electronic trading systems with focus on next-generation Smart Order Router, Matching Engine, Market Access, and Risk Management
* Continuously develop new trading strategies and enhance existing strategies to adapt to market changes and feedback from TCA and client, ensuring optimal trading performance and client satisfaction.
* Collaborate with cross-functional teams to understand business needs and translate them into technical requirements.
* Oversee the end-to-end software development lifecycle, from requirements gathering and design to deployment and maintenance.
Ensure the scalability, performance, and reliability of trading systems by implementing best practices in software engineering and architecture.
* Conduct code reviews, unit testing, and integration testing to ensure high-quality software delivery.
* Lead and follow Agile Methodologies and Principles
* Stay abreast of industry trends, emerging technologies, and regulatory changes to ensure our trading platforms remain competitive and compliant.
Proactively identify opportunities for innovation and improvement within the e-trading systems.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
* Advanced in one or more programming language(s) - C++14 concepts
* Expertise in multi-threaded and concurrent programming.
* Experience in TCP/IP network programming and familiarity with LBM/UME.
* Proven experience in ultra-low latency application development.
* Experience with kernel tuning and low-level system programming.
* Knowledge of market data distribution and order management systems.
* Advanced knowledge of system architecture, design, and business processes.
* Proficiency in Linux/Unix, with an understanding ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:17
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
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Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:16
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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 Equities Trading Technology Organization, 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.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
The Equities Central Risk Book (CRB) has established itself as an integral part of the franchise with continued business and market share growth helping to grow the Electronic Client Services (ECS) Business (currently the top provider in EMEA for agency flow execution).
As such you will be entering an environment where your colleagues share a market-leading mentality and constantly innovate and strive for excellence.
Our product is global, so you will work closely with colleagues across the globe, who will appreciate and build on your skills, while also sharing their extensive experience to help you evolve.
The successful candidate will be part of the North American CRB development team and work with quants, traders, and technologists to develop, implement, support and maintain a execution platform trading global markets.
Work deliverables directly contribute to the business and this role participates in all aspects of the trading engine.
You will work directly with all stakeholders in our business.
Subject to skills match and interest, your work can span across engine infrastructure, quantitative models, introduction/use of trading signals, and trade analysis for fine-tuning and overall improvement of strategy behavior.
Job responsibilities
* Design and develop algo trading strategies and execution platform
* Design and develop our simulation environment and maintain our automated testing of strategies and their responses to staged market conditions
* Enhance existing strategies to improve performance by reviewing analytics and evolving our models/signals
* Support the desk by deep-diving into specific cases to interpret strategy behavior and address any issues
* Develop scalable real-time processing solutions using agile methodologies
* Identify opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
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 in one or more programming language(s) Java
* Proficiency in low latency, real-time, scalable trading systems
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:16
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Join us to shape innovative solutions that drive business impact and operational excellence.
Make a difference by bridging technology and business needs.
Job Summary:
As a Technical Product Systems Analyst in our Product Systems team, you collaborate with stakeholders to deliver impactful solutions.
You analyze systems and processes, develop clear documentation, and support data-driven decision making.
You help ensure our products meet business goals and user expectations.
Your work enables us to operate efficiently and deliver value.
Job Responsibilities:
* Gather and document business and technical requirements.
* Analyze systems and processes to identify improvements.
* Develop and maintain technical documentation.
* Perform data analysis and mapping for integrations and enhancements.
* Facilitate communication between technical and business teams.
* Design and execute test plans to validate solutions.
* Support planning, scheduling, and tracking of product milestones.
* Collaborate with product and IT teams to implement solutions.
* Coordinate and facilitate user acceptance testing sessions.
* Build strong relationships with partners through clear communication.
* Manage product roadmap, releases, and dependencies.
Required qualifications, capabilities, and skills:
* Experience in business architecture or similar analytical roles.
* Strong understanding of business processes and technology.
* Excellent analytical and problem-solving abilities.
* Effective communication skills with stakeholders at all levels.
* Experience with business modeling tools and methodologies.
* Ability to create and maintain technical documentation.
* Skilled in data analysis and data mapping.
* Experience designing and executing test plans.
* Ability to manage product roadmaps and releases.
* Strong relationship-building and facilitation skills.
* Focus on risk management and controls.
Preferred qualifications, capabilities, and skills:
* Experience with product management or systems analysis.
* Familiarity with user acceptance testing processes.
* Knowledge of release and dependency management.
* Experience with technical writing and documentation.
* Proficiency in data integration and migration projects.
* Experience working in cross-functional teams.
* Strong organizational and time management skills.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:15
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Contribute to leading-edge security and resilience efforts, advancing protective strategies and propelling continuous improvement.
As an Assessments & Exercises Vice President in the Cybersecurity and Technology Controls line of business, you will contribute significantly to enhancing 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.
Design and deploy risk-driven tests and simulations (or manage a highly skilled team that does) and inform analysis to clearly outline root-causes.
In this role, you will evaluate preventative controls, incident response processes, and detection capabilities, and advise cross-functional teams on security strategy and risk management.
JPMC's Assurance Operations organization is looking to expand its Cybersecurity Red Team with an experienced Business Process Red Team Operator specialized in social engineering and assessments of critical business processes such as payment operations, fraud, and supplier management.
The primary focus of this role will be to perform and manage hands-on offensive security activities leveraging social engineering skillsets as part of Red Team engagements against critical JPMC assets.
The successful candidate will have a proven track record in cybersecurity assessments, to include social engineering operations like phishing and vishing, and will be able to demonstrate a general knowledge of computer networking fundamentals, modern threats and vulnerabilities, attack methodologies, and penetration testing tools.
The Cybersecurity Red Team consists of highly skilled and qualified members who conduct advanced adversary emulation operations to replicate cybersecurity threats targeting the firm.
This position is anticipated to require the use of one or more High Risk Role (HRR) systems, which mandates successful completion of enhanced screening, including criminal and credit background checks, before starting employment and annually thereafter.
Job responsibilities
* Perform and manage hands-on offensive security activities leveraging social engineering skillsets as part of Red Team engagements against critical JPMC assets
* Conduct business process assessments to include tabletop or workshop sessions, live testing of business process controls by technical and social engineering attacks, and preparation of deliverables for senior stakeholders
* Design and execute 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, tools, and frameworks to ensure alignment with the firm's strategy and compliance with regulatory requirements
* Evaluate controls for effectiveness and impact on operational risk, as well as opportunities to automate control evaluation
* Collaborate clo...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:13
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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: Park Ridge, US-IL
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:12
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Our business:
The Special Situations Group within the Alternatives Division of JPMorgan Asset Management is growing.
The team, which manages approx.
$4Bn capital, focuses on both Public and Private Opportunistic Credit Situations.
Job Summary
The opportunity is to join the situational research team as a ED-level desk analyst reporting to the Head of Research.
The business is seeking a US (New York) based ED-level analyst with experience in financial valuation and credit analysis.
The candidate is expected to have relevant and direct investing experience (buy side credit analyst or bank sell side analyst), and be able to demonstrate deal sourcing capabilities.
The candidate must be a self-starter who is able to work independently and is comfortable being part of a larger team.
The candidate will work with all members of the team, in London and NY (CIOs, other analysts, COO/middle office team), to source investing ideas and collaborate on a finished product to drive risk decisions.
Job Responsibilities:
* The analyst will draw upon their extensive network and experience to source and review investment opportunities
* The analyst will construct and maintain financial models to support investment decision making and ongoing portfolio management
* The analyst will review credit agreements and other governing documents to support fully informed investment decision making
* Support business development, marketing and control initiatives as may be required from time to time by the GSS Co-CIOs
* Ensure that all activities are conducted in adherence with the relevant JPMAM / GSS policies and procedures as well as with all applicable legal and regulatory requirements
Required qualifications, capabilities and skills
* 7+ years of distressed credit experience or relative background
* Extensive relationships in the industry to allow for sourcing suitable investment opportunities
* Valuation and credit analysis experience, including the ability to analyze and value investment instruments issued / borrowed by performing, stressed, distressed and event driven companies
* Strong work ethic and mature personality to enable various direct company and investor interactions
* Proven ability to work under pressure, be task orientated, and achieve tight deadlines
* Strong knowledge of Excel, and PowerPoint
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:11
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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: Kirkland, US-WA
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:10
-
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: Gretna, US-NE
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:10
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Unlock your potential as a Client Associate at J.P.
Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.
Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships.
With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms.
Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience.
Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice.
Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence.
Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide 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
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 18...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-30 07:31:09
