-
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: North Canton, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:27
-
Join our fun, high-energy team as a Home Lending Assistant 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 Home Lending Assistant in Chase Home Lending, you will have the opportunity to work in unison with one or more Home Lending Advisor(s) to create an outstanding customer experience for home buyers.
You will rely on your excellent interpersonal skills and dedication to provide exceptional support in facilitating the loan process to positively impact the customer experience for both internal and external customers.
Your attention to detail, professionalism, and dedication will be reflected in your team's ability to achieve strong sales results.
Job responsibilities
* Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s).
* Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s).
* Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing.
* Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.
* Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
* Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows.
* Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* A minimum of four years' work experience in mortgage loan processing
* Intermediate computer skills (familiar with MS Office products or similar software)
* Excellent customer service skills
* Excellent written/oral communication
*...
....Read more...
Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:25
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Willowbrook, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:23
-
The Global Investment Strategy team is focused on macro and market themes that impact investors.
The team formulates and communicates market and economic perspectives to clients, the media and internal constituents, while also relating key market developments to the positioning within managed portfolios.
Led by the firm's Global Co-Heads of Investment Strategy, the team helps our clients make better, more informed investment decisions, while providing insight that inspires action.
The Role
As a Global Investment Strategist, you will be responsible developing the investment strategy narrative, delivering market insights to clients, and supporting the priorities of J.P.
Morgan's Private Bank.
You will not only have prior experience in macro research as an economist or strategist, but must also be an outstanding writer and presenter, and able to both educate and entertain a range of client and advisor types.
Job Responsibilities
* Deliver our cross-asset class investment views, via client presentations, publications or product-oriented marketing programs.
* Work closely with Solutions senior leadership, Investment Specialists, Capital Markets Solutions (CMS) and Managed Solutions & Strategies personnel to develop topical and relevant materials for presentation to clients and prospects.
* Support the marketing and servicing of discretionary and capital markets products for clients and prospects located in the United States.
* Participate in the formulation of macro-based strategy views and research across all asset classes - equities, rates, credit, commodities and foreign exchange.
* Respond to developing macro-economic or geopolitical situations in relation to J.P.
Morgan's view, proactively and reactively.
* Work closely with Marketing, the successful candidate will be relied upon to research, create, and author original thought leadership which will be used to create pieces such as short articles, white papers, videos, audio casts, client calls, presentations and infographics.
* Act as a critical 'public face' of J.P.
Morgan Wealth Management Solutions and the Private Bank, responsible for sharing our macroeconomic views, high conviction investment themes and portfolio construction insights with clients and prospects across the United States.
* Travel will be necessary for the role, as in addition to client meetings, the successful candidate will be required to speak at numerous client events and roadshows.
Required Qualifications, Skills and Capabilities:
* A Bachelor's degree or higher is required.
* Strong client skills as frequent interaction with our clients will be required.
* Superb written and verbal communication skills, as well as the proven ability to effectively convey ideas with passion and clarity (simplify the complex with the use of stories, anecdotes and analogies).
* Writing samples, examples of research or other materials are welcome.
* Intellectual curiosi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:22
-
International Private Bank - Private Banker - Managing Director
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 Latin America 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 Latin America 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:
• Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Latin America North Market
• Spanish fluency oral and written required
• Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Available to travel internationally to serve off-shore international clients
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Bachelor's Degree required
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 ...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:21
-
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: El Cajon, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:18
-
At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:17
-
At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
As a Specialist II in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 2 years of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
* Developing skills in using AI technology for automation and prompt writing
Work Schedule
Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends.
This position requires that you attend trainings as scheduled.
Training hours may not coincide with your regularly scheduled hours.
JPMorganChase, one of the o...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:16
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Bel Air, US-MD
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:14
-
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Trust & Safety Client List Screening (CLS), you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Implement Data Management uplifts and re-onboarding of files for Client List Screening to satisfy the Global Financial Crimes Compliance (GFCC) Data Integrity Standards
* Delivers new product enhancements and offerings by working directly with Technology, Business and Operations partners, to define efforts, write effective requirements to deliver outstanding results
* Assists the Product Owner to develop a strategic analysis approach and structure required to achieve key deliverables and assist in overall project management, risk management, and organizational readiness activities
* Coordinates User Acceptance Testing and Business / Operations Readiness
* Monitors systems production health and acts swiftly when issues arise that may impact customer experience or the business.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or AML/BSA role
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* BA/BS or relative experience
* Demonstrate advanced knowledge of JIRA and Scrum events (backlog refinement, sprint planning, sprint review and sprint retrospectives)
* Intellectually curious, committed, self-starter who is capable of working under minimum supervision
* E...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:13
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Santa Ana, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:09
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Moraga, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:08
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Saint Louis, US-MO
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:06
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Share the value of Chase Private Client with eligible clients.
* Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adheres to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
* 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, ...
....Read more...
Type: Permanent Location: Setauket, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:05
-
As a Digital Risk and Control Manager - Coverage Lead, you will drive risk management and control oversight for digital products.
You will support Product Managers in transforming digital experiences, advising on operational risks, and enabling teams to deliver innovative products powered by traditional AI, generative AI, and agentic AI capabilities.
Your leadership will ensure superior customer outcomes while maintaining a robust controls environment that safeguards the firm's safety, stability, and resilience.
Key Responsibilities
* Oversee risks and controls as part of the first line of defense, identifying weaknesses, recommending improvements, and educating the business on risk posture across the digital product ecosystem-including initiatives leveraging traditional AI, generative AI, and agentic AI.
* Develop and execute strategies across control frameworks, designing effective end-to-end control solutions for technology builds in collaboration with stakeholders.
* Foster a culture of partnership, collaboration, and transparency with product teams and other functions, serving as a subject matter expert and escalation point for control obligations.
* Provide leadership support for the end-to-end execution of the Control and Operational Risk Evaluation (CORE), embedding controls into the product development lifecycle to reduce financial loss, regulatory exposure, and reputational risk.
* Lead and motivate a team to minimize financial loss, regulatory exposure, and reputational risk, while providing feedback and training on risk concepts to support innovative digital experiences.
* Identify, quantify, communicate, and manage business risks, providing resolution recommendations and pinpointing root causes and key themes.
* Collaborate with Product teams to develop creative risk management solutions that enhance customer experience and ensure effective, sustainable controls.
* Advise and educate partners on risk identification and control design to deliver innovative experiences within risk appetite, especially for products utilizing advanced AI capabilities.
Required Qualifications, Capabilities and Skills
* 15+ years of risk & controls management or relatable experience, supporting the development of digital products (emphasis on Traditional AI, Generative AI, and Agentic AI) with a strong ability to evaluate adequacy of business risk and control environment.
* Exceptional leadership, organizational, problem solving, and analytical skills; solid critical thinking and analysis in technical scenarios; attention to detail and ability to synthesize large amounts of data and formulate creative and innovative solutions to complex problems.
* Ability to think from first principles, take innovative approaches to address user needs, and work effectively in highly agile environments, delivering value amidst uncertainty and continuous change.
* Strong presentation skills, including generati...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:03
-
We are on the lookout for a talented Senior Associate to join our CEM, Commodities, and Digital Markets team within the Commercial and Investment Banking Internal Audit Department.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As a Senior Associate on the Commercial Investment Banking Audit Team, you will lead all aspects of the audit lifecycle for the CEM, Commodities, and Digital Markets portfolio, 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 reports, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure while ensuring audits are completed timely and within budget
* 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 better internal controls
* Take ownership of self-development, including all assignments, to prepare for greater responsibilities and career development, 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, capabilities and skills
* 5+ years of internal or external auditing experience, or relevant 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 determining the adequacy of controls by considering business and technology risks in an integrated manner
* Good interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners
* Advanced analytical skills particularly in regard to assessing the probability and impact of an internal control weakness
* Adaptable to changing business priorities and ability to multitask in a constantly changing environment
P...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:02
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Hanover, US-NH
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:01
-
Unleash your expertise in sourcing and realizing new revenue opportunities by enhancing our client's business models through embedding financial services within their platform.
As a Vice President in Embedded Payments Industry Solutions, you directly contribute to the commercial success of the Embedded Payments product organization.
Through in-depth research of specific industries, exploration of software and financial sponsor players supporting an industry, and creative application of Embedded Payment solutions directly with clients, you are empowered to directly realize the revenue goals of the business.
Harness relationships with J.P.
Morgan's robust coverage organization, marketing and product partners to support your ability to drive new business.
Embedded Payments enables our customers to manage payment activities of 3rd parties (e.g.
marketplace sellers, SaaS customers, franchisees/distributors/dealers, etc...) through digital experiences powered by J.P.
Morgan.
We empower our clients to harness the value of their inherent network and deliver value-added experiences where they can leverage our robust, bank-based digital financial services to optimize how they deliver such capabilities.
The Industry Solutions team is responsible for identifying go-to-market approach for specific industries, partnering with coverage/product colleagues and directly engaging clients/prospects to realize new business.
Job responsibilities
* Conducts market research and analysis to provide insights into market demands and industry trends, while communicating essential feedback and acting as the voice of the client
* Develops deep knowledge within specific industries and across a broad set of products, and serves as a trusted advisor to offer structured modified solutions to clients and prospects
* Supports the Sales teams in general education and account planning by delivering industry-specific case studies and strategies
* Consults with clients to understand their current processes, challenges, and priorities
* Drive new leads and realize Embedded Payments opportunities in the following industries: Consumer, Retail, Business Services, Media, Communications and Software Partnerships
* Identify industry-specific market opportunity for Embedded Payments, including approach across major industry participants/SaaS/platforms, value proposition and product viability/gaps
* Creatively leverages Embedded Payments product capabilities to meet client opportunities, directly or through software partnerships
* Provides product colleagues insight into clients and industries
* Collaborates with marketing efforts for industry-specific campaigns
Required qualifications, capabilities, and skills
* 5+ years of experience solutioning for an industry or working with a broad set of related products
* Demonstrated prior experience designing complex, structured solutions for clients and prospects
* Proven ability to ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-19 08:33:00
-
If you are customer focused, enjoy building relationships, and providing financial advice to your clients, then a role as a Business Development Manager in one of our expanding markets is for you.
As a Business Development Manager in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will be responsible for leading our business development efforts in the designated markets, which may include expansion markets.
Job Responsibilities
* Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase.
Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant Services, and Card, to provide our clients the best solutions for all of their financial needs
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses.
Use knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements
* Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network, and ensure a seamless experience for the business client, who may have multiple products and services
* Identify the personal financial goals and needs of business clients.
Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Utilize referral networks and centers of influence to identify and develop potential new clients, looking for ways to cultivate long-term relationships
* Maintain a strong current business network and active involvement in community organizations such as Chambers of Commerce, non-profit boards.
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
Required qualifications, capabilities, and skills
* Minimum of 7 years' experience in Business Banking Relationship Management role or related business/commercial lending experience
* Bachelor's degree in Finance or related field, or equivalent work experience
* Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
* Proven experience to establish and develop relationships in emerging territories
* Utilize seasoned judgment to o...
....Read more...
Type: Permanent Location: Germantown, US-TN
Salary / Rate: Not Specified
Posted: 2025-11-19 08:32:59
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Rolling Hills Estates, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-19 08:32:57
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors.
Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness.
You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships.
Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements.
You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCT...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-19 08:32:56
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Weston, US-MA
Salary / Rate: Not Specified
Posted: 2025-11-19 08:32:55
-
Elevate your career by steering multi-faceted tech programs, integrating innovative solutions for a dynamic impact across global operations.
As a Principal Technical Program Manager in Cybersecurity Technology & Controls, you will lead complex, multi-functional technology projects and programs that will impact experiences for multiple groups across the firm, including clients, employees, and stakeholders.
Your advanced analytical reasoning and adaptability skills will enable you to break down business, technical, and operational objectives into manageable tasks, while navigating through ambiguity and driving change.
With demonstrated technical fluency, you will effectively manage resources, budgets, and cross-functional teams to deliver innovative solutions that align with the firm's strategic goals.
Your exceptional communication and influencing abilities will foster productive relationships with stakeholders, ensuring alignment and effective risk management.
In this pivotal role, you will contribute to the development of new policies and processes, shaping the future of our technology landscape.
Job responsibilities
* Develop and implement strategic technical program plans, aligning with organizational goals and cross-functional collaboration
* Oversee complex technology project and program execution, managing resources, budgets, and timelines while mitigating risks and addressing roadblocks
* Foster strong relationships with stakeholders, clients, and cross-functional teams, providing direction and defining decision-making procedures for beneficial outcomes
* Ensure alignment of cybersecurity initiatives within organizational goals and regulatory requirements.
* Oversee a portfolio of firm-wide technology and cybersecurity priority initiatives, ensuring they are delivered on time, within scope, and within budget.
* Prepare and present reports on program status, risks, and outcomes to executive leadership.
* Guide the selection and implementation of appropriate technologies, platforms and software tools leveraging advanced technical fluency
* Champion continuous improvement by identifying process optimization opportunities, incorporating best practices, and staying abreast of emerging technologies
Required qualifications, capabilities, and skills
* Obtain 7+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in large organizations along with direct reports.
* Demonstrated proficiency in technical solutions, vendor product knowledge, managing vendor relations, and implementing solutions
* Advanced analytical reason skills, applying critical thinking and problem-solving techniques to break down business, technical, and operational objectives.
* Proven ability in leading through change, managing dependencies, and controlling change in high-pressure, shifting environments.
* Advanced analytical reasoning ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-19 08:32:54
-
Come join our U.S Benefits team to impact our initiatives aimed at improving employee health care!
As a U.S.
Benefits Design and Strategy Vice President - Medical Benefits on the U.S.
Benefits Design and Strategy Team, you will be responsible for managing programs within the U.S.
Medical Plan.
This includes overseeing vendor strategic management, plan administration, and enhancing employee experience, while ensuring seamless integration across multiple vendors.
Job Responsibilities:
* Collaborate on plan design and enhancement of vendor programs, ensuring alignment with organizational goals and objectives.
* Managing the day-to-day operations of the programs, which include medical vendor management in areas such as plan administration, product offerings, process changes, clinical policy changes, digital/customer experience, member communications, network provider changes, wellness incentive administration, escalated issues and HRA/FSA administration
* Tracking deliverables across internal and external stakeholders, understanding plan reporting/financials, participating in risk/compliance work and plan audits, helping to manage the customer experience and assisting with driving operational excellence
* Evaluating and implementing ad hoc benefits offerings or enhancements to the program, which include conducting research and analyses, defining success measures, preparing materials for senior management review and approval, and developing communication materials
* Working with the broader benefits team on developing and implementing innovative ways to engage employees in their overall well-being
* Monitoring healthcare trends and regulations; analyzing plan usage
* Partnering with stakeholders including other vendor managers, benefits administration, customer service, communications, finance, HR technology, legal, IT security, sourcing and wellness teams to ensure they conduct timely reviews of contracts, perform comprehensive assessments of vendors' technology capabilities and maintain legal and regulatory compliance for the program.
Required qualifications, capabilities, and skills
* Understanding of the healthcare marketplace, in particular vendor management
* Willingness and ability to innovate in order to drive fresh and/or unique approaches and solutions
* Must have experience working in a strategic, analytical or metric driven environment
* Ability to work in a fast-paced, time sensitive environment
* Ability to multi-task, work independently, meet deadlines, and manage multiple deliverables
* Strong and effective verbal and written communication skills, including strong presentation skills
* Solid knowledge of standard desktop applications such as MS Office (PowerPoint, Excel)
* 7 years in corporate benefits, benefits consulting or health plan/health insurance field
* Bachelor's degree required
Preferred qualifications, capabilities, and skills
* Idea...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-19 08:32:53
-
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...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-11-19 08:32:49