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For assistance on how to apply, please click here
Job Description:
Position Overview:
The Northern Region Originations Merchant Manager will play a pivotal role in the success of our agricultural trading operations by strategically sourcing, negotiating, and executing commodity transactions.
The ideal candidate possesses a deep understanding of agricultural markets, trends, and risk management coupled with a proven track record in building and maintaining strong relationships with farmers, suppliers, and other key stakeholders.
The Northern Region Originations Merchant Manager will be responsible for managing the northern region originations merchants.
Key Responsibilities:
* Create plans for and execute on lead generation - locate, evaluate and recruit potential customers/clients.
* Serve customers; introduce new product/service offerings; address inquiries and resolve issues; manage deal details, credit and payment terms.
* Establish and achieve gross profit goals for the business which are consistent with growth and target/threshold objectives
* Coordinate with internal departments in all activities surrounding the transfer or execution of goods/services/products, ensure that appropriate instructions, documentation, and regulatory standards are present.
* Participate in marketing and trade activities, utilize experience and seasoned sales perspective to recommend new/changes in marketing approaches.
* Manage administrative requirements of the position.
Maintain and leverage data and resources to develop and execute sales plans, as well as to inform the department through reporting or sharing of information.
* Manage the assigned merchandising team's efforts in maximizing origination margin and gross profit.
What is expected of you and others at this level:
* Has solid understanding of business, financials, products/services, the market, and the needs of assigned accounts; may help develop colleagues' understanding, may be recognized as an expert in one area
* Complexity is high (territory/accounts, product/services, sales or account management process)
* Serve as a manager to originations merchants
* Has high level of authority/opportunity to set and negotiate product service terms
* Plans own territory or account approach and manages own resources
Minimum Qualifications & Skills:
* Bachelor's Degree required, Master's Degree preferred
* 4-7 years' relevant experience required
Physical Requirements and Working Environment:
This job description is intended to describe the general nature and level of work performed.
It does not include all responsibilities and skills required of the job and may be changed at any time.
All responsibilities must be completed in compliance with all safety protocols, policies, procedures and consistent with the spirit and philosophy of The Andersons' Statement of Principles.
Note: The statements herein are intended to describe the gener...
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Type: Permanent Location: Hensall, CA-ON
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:50
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Join Cottage Health as a Pharmacist Technician.
The Pharmacist Technician may perform, under the immediate supervision of a licensed Pharmacist: manipulative, nondiscretionary, and other specialized functions consistent with their training in Pharmacy practice.
At Cottage Health, we are proud of our generous Total Rewards package.
We offer benefit programs that help us hire the best people.
Our benefits program is called Choices...for Health...for Wealth...for Life.
We take great pride in continuously evaluating our Choices program to offer the most competitive benefits in the health care industry.
We offer employees excellent traditional benefit plans like medical, dental, life insurance, and disability coverage, along with a leading-edge Wellness Program of health improvement opportunities.
The program provides tools that allow you to bring the same attention to your health that Cottage Health does to the health of our patients.
QUALIFICATIONS
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
CERTIFICATIONS, LICENSES, REGISTRATIONS
Minimum: Pharmacy Technician Licensure by the California State Board of Pharmacy
Preferred: National Pharmacy Technician Board Certification(s).
TECHNICAL REQUIREMENTS
Minimum: Computer skills and knowledge of pharmacy technology.
YEARS OF RELATED WORK EXPERIENCE
1 year preferred.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you're already a Cottage Heal...
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:48
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This position is Sign-On Bonus Eligible.
Neurology/Urology is a 30-bed unit (including 10 neuro observation beds and 4 beds dedicated to epilepsy monitoring) with an average daily censes of 24 patients.
Our typical patient population includes cervical, thoracic, lumbar fusions, as well as microspinal surgeries; status post craniotomies, subarachnoid hemorrhages, aneurysm coiling, cerebral/carotid stenting, strokes, and seizures.
Urology patients include cystos, TURPs, and laparoscopic radical prostatectomies.
Qualifications
* California RN license
* BLS from the American Heart Association.
* One-year recent experience in an acute care setting.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you're already a Cottage Health employee, please apply on this link only.
Neurology/Urology, Full-Time, 12 Hour, Night Shift, Santa Barbara Cottage Hospital, Sign-On Bonus Eligible
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:48
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JOB PURPOSE
The Advanced Practice Provider is responsible for providing direct patient care to assigned patients within an urgent care setting.
This is a professional level position working under limited direction yet in coordination with an APP lead.
Typical work scenarios require specialized knowledge, critical thinking, good judgment based upon the principles of biological, physiological, behavioral, and sociological sciences skills, as well as strong customer service skills.
Internal contacts include medical staff and management throughout the clinic and health system.
External contacts include patients, physicians, outside medical staff, and community resource services.
QUALIFICATIONS
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
LEVEL OF EDUCATION
Minimum:
PHYSICIAN ASSISTANT : Graduate of an accredited Physician Assistant program, as defined by the California Physician Assistant Board.
Master's degree or certificate from a specialized medical training program associated with a medical school that includes classroom students and clinical experience.
NURSE PRACTITIONER: Master of Nursing Degree Graduate of an accredited Nurse Practitioner program approved by the California Board of Registered Nursing as defined in Section 1482, Nurse Practice Act, Business and Professional Code
Preferred:
CERTIFICATIONS, LICENSES, REGISTRATIONS
Minimum:
PHYSICIAN ASSISTANT: Valid California license as a Physician Assistant by the Physician Assistant Board; National certification granted after passing the PA National Certifying Exam administered by the National Commission on Certification of Physician Assistants; Valid Drug Enforcement Agency license - DEA Schedule 2-5; American Heart Association (AHA) Basic Life Support (BLS) for Health Care Providers; DOT Certified Medical Examiner within 180 days of hire (For Casual Per Diems DOT is not required).
NURSE PRACTITIONER: Current State of California Registered Nurse license Current California Licensure and Certificate to practice as a Nurse Practitioner issued by the California State Board Board Certified as a Family Nurse Practitioner or Emergency Nurse Practitioner California Furnishing License - Controlled Substances II Valid Drug Enforcement Agency license - DEA Schedule 2-5 American Heart Association (AHA) Basic Life Support (BLS) for Health Care Providers DOT Certified Medical Examiner within 180 days of hire (For Casual Per Diems DOT is not required).
Preferred:
TECHNICAL REQUIREMENTS
Minimum: Knowledge of urgent care medical specialty.
Knowledge of medical terminology.
Knowledge of Epic.
Ability to maintain effective and organized systems to ensure timely patient flow.
Preferred:
YEARS OF RELATED WORK EXPERIENCE
Minimum: One (1) year of experience as a Physician Assistant OR a Nurse Practitioner in urgent care, emergency department, or primary care.
Preferred: Two (2) years of experience as a Physician Assistant OR a Nurse Prac...
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Type: Permanent Location: Goleta, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:48
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JOB PURPOSE:
Food Service Representatives perform a variety of food production, hospitality and environmental service duties that help to ensure the hospital's food service requirements are met on a timely basis and according to standards of safety, quality and performance.
LEVEL OF EDUCATION:
Minimum:
Preferred:
CERTIFICATIONS, LICENSES, REGISTRATIONS:
Minimum: California Food Handlers Card or ServSafe Certificate
Preferred:
TECHNICAL REQUIREMENTS:
Minimum:
Preferred:
YEARS OF RELATED WORK EXPERIENCE:
Minimum:
Preferred:
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you're already a Cottage Health employee, please apply on this link only.
SBCH Nutrition, Full Time Regular, 8Hours, Variable Shift, Santa Barbara Cottage Hospital
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:47
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JOB PURPOSE
The Clinical Concierge is responsible for registering, collecting payments, rooming, assisting the provider with care and treatment, discharging, and following-up with patients.
It is the role of the Clinical Concierge to companion patients and their \"secondary guests\" through the entire experience to maximize clinical excellence, reduce treatment times, and maximize the patient experience; before, during, and after the patient visit.
The Clinical Concierge is responsible for assisting the provider with front office and back office duties in the outpatient management of patients on a rotating basis.
This position is a vital part of the office team that cares for patients in the clinical setting working under the direction of the Site Manager and the on-duty provider and works closely with the provider and other clinical staff.
Additionally, the Clinical Concierge is responsible for a variety of clinical functions within a clinical setting requiring knowledge and integration of available standard, resources, and data; discretion; good judgment; diplomacy; decision making; and a customer service attitude.
Acting as the patient advocate, the Clinical Concierge has continuous contact with providers, patients, patient families/significant others, community agencies, and patient care staff and management.
QUALIFICATIONS
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
LEVEL OF EDUCATION
Minimum: High School Diploma.
Graduate of an accredited Medical Assistant program or 2 years of equivalent work experience
Preferred:
CERTIFICATIONS, LICENSES, REGISTRATIONS
Minimum: American Heart Association (AHA) Basic Life Support (BLS) for Health Care Providers
Preferred:
TECHNICAL REQUIREMENTS
Minimum: Knowledge of urgent care medical specialty.
Knowledge of medical terminology.
Knowledge of electronic medical record, preferably Epic.
Basic computer/email skills.
Preferred: Ability to perform phlebotomy and administer injections.
YEARS OF RELATED WORK EXPERIENCE
Minimum: 1 year of experience as Medical Assistant or equivalent, including previous experience with an electronic health record and phlebotomy.
Preferred: Urgent care experience
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applic...
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:47
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JOB PURPOSE
The Clinic Care Coordinator is responsible for interacting with patients and visitors at the clinic and manages administrative tasks for the medical team.
Their duties include receiving phone calls, scheduling patient appointments according to physician's availability, explaining intake forms and consent forms to new patients, and processing payments.
Perform patient registration, check-in and check-out.
Create telephone encounters for patient estimates.
Obtains authorizations for office visits and external visits.
Transcribe patient referrals into the EMR system and index accompanying paperwork.
Use the hospital computer systems to access information and complete other clerical tasks.
Maintain office inventory and utilize computer equipment and various other applications.
Answer phone requests for information and disseminate the information accurately.
Navigate patients through the referral process and manage all related tasks for the clinic care team including, initiating the referral process and evaluating requirements for each referral, obtaining authorizations when applicable, partnering with the Navigation Center or internal and external clinics to ensure continuity of care, and maintaining the various work queues.
QUALIFICATIONS
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
LEVEL OF EDUCATION
Minimum:
Preferred:
CERTIFICATIONS, LICENSES, REGISTRATIONS
Minimum: Preferred:
TECHNICAL REQUIREMENTS
Minimum: Basic MS Word & min.
35 wpm typing speed.
Bilingual skills (English/Spanish) required for Peds OP Clinic.
Preferred:
YEARS OF RELATED WORK EXPERIENCE
Minimum: Six months clerical experience.
Preferred: One year clerical experience in a medical environment performing referrals and authorizations.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health ...
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:46
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JOB PURPOSE:
Provides service excellence to patients and guests in the selection of Room Service meals and nourishments utilizing the departmental nutrition software and the medical record to support communication and implementation of physician generated dietary orders.
The Room Service Server will serve guest needs by providing exceptional knowledge of food & beverage menu items as well as information regarding preparation methods and allergens.
The Room Service Server is responsible for taking the patients meal order and the delivery of the meal to our CH inpatients in a room service setting.
The RSS must share a passion for providing excellent customer service to our inpatients.
All job qualifications listed below indicate the minimum level necessary to perform this job proficiently:
LEVEL OF EDUCATION:
Minimum: High School Graduate or GED
Preferred:
CERTIFICATIONS, LICENSES, REGISTRATIONS:
Minimum: California Food Handlers Card
Preferred: ServSafe Certificate
TECHNICAL REQUIREMENTS:
Minimum: Ability to read and write in English.
Basic arithmetic skills.
Computer skills sufficient to navigate Cottage's intranet site and learn to use programs specific to the department.
Basic knowledge and understanding of Microsoft Office
Preferred: Knowledge of therapeutic diets and nutrition software
YEARS OF RELATED WORK EXPERIENCE
Minimum: 1 yr previous experience in hospitality or service industry
Preferred: 2 yrs previous experience in hospitality or service industry
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the applic...
....Read more...
Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:45
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JOB PURPOSE:
Provides service excellence to patients and guests in the selection of Room Service meals and nourishments utilizing the departmental nutrition software and the medical record to support communication and implementation of physician generated dietary orders.
The Room Service Server will serve guest needs by providing exceptional knowledge of food & beverage menu items as well as information regarding preparation methods and allergens.
The Room Service Server is responsible for taking the patients meal order and the delivery of the meal to our CH inpatients in a room service setting.
The RSS must share a passion for providing excellent customer service to our inpatients.
All job qualifications listed below indicate the minimum level necessary to perform this job proficiently:
LEVEL OF EDUCATION:
Minimum: High School Graduate or GED
Preferred:
CERTIFICATIONS, LICENSES, REGISTRATIONS:
Minimum: California Food Handlers Card
Preferred: ServSafe Certificate
TECHNICAL REQUIREMENTS:
Minimum: Ability to read and write in English.
Basic arithmetic skills.
Computer skills sufficient to navigate Cottage's intranet site and learn to use programs specific to the department.
Basic knowledge and understanding of Microsoft Office.
Preferred: Knowledge of therapeutic diets and nutrition software
YEARS OF RELATED WORK EXPERIENCE:
Minimum: 1 yr previous experience in hospitality or service industry
Preferred: 2 yrs previous experience in hospitality or service industry
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the appl...
....Read more...
Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:43
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The OB Surgical Technician is accountable for maintaining all sterile instruments and other equipment necessary to perform obstetrical care, assist in training for new products, maintain supplies in the unit, and process requisitions and shipment verification.
Preferred: Completion of surgical tech training course.
Minimum: American Heart Association (AHA) Basic Life Support certification
Minimum: Ability to operate a computer and other office equipment.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you're already a Cottage Health employee, please apply on this link only.
SBCH Birth Center, Part time, 12 hours, Days, Santa Barbara Cottage Hospital
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:42
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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: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:38
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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: Plainview, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:38
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A career with us is a journey, not a destination.
This could be the next best step in your technical career.
Join us.
As a Lead Architect at JPMorgan Chase within the Community Consumer and Banking Infrastructure and Architecture, you are an integral part of a team that works to develop high-quality architecture solutions for various software applications on modern cloud-based technologies.
As a core technical contributor, you are responsible for conducting critical architecture solutions across multiple technical areas within various business functions in support of project goals.
Job responsibilities
* Engages technical teams and business stakeholders to discuss and propose technical approaches to meet current and future needs
* Defines the technical target state of their product and drives achievement of the strategy
* Participates in architecture governance bodies
* Evaluates recommendations and provides feedback on new technologies
* Executes creative software solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure and 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
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)
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
* Advanced knowledge of one or more software, applications, and architecture disciplines
* Ability to evaluate current and emerging technologies to recommend the best solutions for the future state architecture
Preferred qualifications, capabilities, and skills
* Experience with Banking Branch Applications especially with Teller applications and modernizations of such environments
Chase is a leading fi...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:37
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JOB DESCRIPTION
Chubb Overseas General (COG), Chubb's international business outside of North America, has grown exponentially and continues on an upward trajectory serving a broad array of B2B, B2C and B2B2C clients and customers around the world.
The business, encompassing three major regions, is primed to take on new challenges and set new records and is looking for a stellar marketing communications professional to help support this fast-paced growth and shape the future of Chubb's brand and positioning.
The Senior Manager, Marketing & Communications is an inquisitive MarComms expert with exceptional project management, organizing, writing, editing and research skills, and is an agile multi-tasker who can work seamlessly across many internal constituents, external parties, and time zones.
They are able to switch gears quickly to support Chubb's efforts to engage with key clients and customers in various marketplaces, working on events, internal communications priorities, announcements and local partnerships - to name a few areas - with ease and proficiency.
While project management will be the cornerstone of the new role - especially in the startup stage - the successful candidate will have a nose for journalism, and a newsroom DNA to make sure storytelling is fresh, timely and high impact.
The person must also understand cultural nuances around project coordination, writing, editing, and video production, and have hands-on experience with various content formats.
Writing, digital/social media, and video samples would be a plus if available.
The Senior Manager, MarComms will collaborate with Chubb's global MarComms leaders and their respective teams across the regions and businesses to ensure consistency in strategic priorities, communications messaging, practices, and methods.
They will show proven experience in developing and delivering impactful campaigns and events; and bring new creativity, ideas and experience to serving COG.
Ideally, the candidate will come to Chubb with an understanding of financial services/insurance business subject matter, and how to apply data and analytics to showcase their MarComms impact and results in easy-to-digest, timely updates to COG's senior leaders.
They will work closely with the MarComms Centers of Excellence to produce various materials.
This role operates on a hybrid work schedule (3 days in office, 2 days remote) in New York City at our new NY headquarters (550 Madison Avenue).
It will report directly to the VP, Global Marketing and Communications.
Core responsibilities:
* Collaborating with senior leaders on internal and external events and logistics and supporting materials
* Drafting of presentations, talking points, and internal emails
* Exercising judgment and providing advice regarding message tone, formats, timing, vehicles, and audiences
* Industrialization of the development of MarComms materials where COG requires consistent, scalable rollout across COG (all ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:36
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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 at JPMorgan Chase within the Wholesale Credit Risk Team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
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.
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
* Writes test cases, leverage unit and integration testing, develop functionality, and automation
* Proactively identifies hidden problems and patterns, and use insights to drive improvements to coding hygiene and system architecture
* 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, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years of applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) such as Python or Java
* Knowledge of Data Engineering and Testing Frameworks such as Cucumber, Cypress, JMeter, or Blaze
* Proficient in back-end testing (SQL, Reports, Alteryx, and Oracle)
* Hands-on experience with automation and CI/CD (Jenkins, Maven, Gradle)
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Applicant Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Exposure to cloud technologies such as AWS, Azure or GCP
* ...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:35
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Step up as a tech leader and innovator with your knowledge and mentorship of security engineers.
Lead teams to excellence in this high-impact role.
As a Senior Manager of Security Engineering at JPMorgan Chase within the Cybersecurity and Technology Controls organization, you serve in a leadership role by providing technical coaching and advisory for multiple technical teams, as well as anticipate the needs and potential dependencies of other functions within the firm.
As an expert in your field, your insights influence budget and technical considerations to advance operational efficiencies and functionalities.
Job responsibilities
* Provides overall direction, oversight, and coaching for a team of entry-level to mid-level security engineers that work on basic to moderately complex tasks
* Executes creative security solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches to build solutions and break down technical problems
* Oversees decisions that influence teams' resources, budget, tactical operations and the execution and implementation of processes and procedures
* Works with stakeholders and business leaders to understand security needs and recommend business modifications
* Ensures successful collaboration across teams and stakeholders
* Identifies and mitigates issues to execute a book of work while escalating issues as necessary
* Provides input to leadership regarding budget, approach, and technical considerations to improve operational efficiencies and functionality for the team
* Creates a culture of diversity, equity, inclusion, and respect for team members, and prioritizes diverse representation
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
In addition, 2 + years of experience leading technologists to manage and solve complex technical items within your domain of expertise.
* Experience leading teams of technologists consisting of engineers that deliver security solutions operations
* Experience planning, designing, building and implementing enterprise level security engineering products and solutions in a public cloud environment (i.e.
AWS, GCP, Azure)
* Advanced in one or more programming languages (i.e.
Java, Python, C/C++)
* Working knowledge of Cloud Security Posture Management tools like Wiz, Cloud Custodian, Stacklet, etc.
* Proficient in all aspects of the Software Development Life Cycle to include secure development practices.
* Advanced understanding of agile methodologies such as CI/CD, applicant resiliency, and security
* Hands on expertise in Kubernetes and AWS cloud services with an emphasis on Infrastructure as Code (IaC) utilizing tools such as Terraform.
* Experience with continuous integration and continuous deployment (CI/CD) tools (Jenkins), version...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:35
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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: Rockwall, US-TX
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:34
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker in Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Seven years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:34
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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: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:33
-
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: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:33
-
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: Queens, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:32
-
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: Provo, US-UT
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:31
-
J.P.
Morgan Advisors, the ultra-high net worth division of J.P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Associate in J.P.
Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients.
You will establish, maintain, and build relationships while delivering exceptional client service.
In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
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 180 days from start date
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
* Proactively identify and deliver appropriate solutions that address the needs of our clients
* Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
* Able to adapt and stay abreast of changing technology and regulatory policies
* Highly proficient user of Word, PowerPoint, and Excel
Chase is a leading financial services firm, helpin...
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Type: Permanent Location: West Harrison, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:31
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Are you client focused and enjoy building relationships? You have found the right team.
As a Priority International Banking Specialist covering the Northeast sector, you are responsible for bringing our international platform to US-based companies in the fast-growing Northeast region within Middle Market Banking & Specialized Industries (MMBSI).
As a member of the International team, you will partner closely with the domestic Banking and Treasury teams as well as our in-country bankers to provide Treasury, Credit, Trade and Foreign Exchange solutions to US-Headquartered clients and prospects that are operating internationally.
As an International Banker, you will cover a Priority portfolio maintain and grow our largest global client relationships by helping established companies navigate the geo-political, regulatory, and banking landscape in each of the 30+ countries that the Commercial Bank operates in.
This is a client facing, revenue generating role that requires you to be extremely well organized and able to manage internal and client relationships across time zones.
You are expected to bring new innovative solutions to a portfolio of around 50 large international clients while helping to convert multi-country prospects.
Job Responsibilities:
* Develop of new business with large US-HQ clients and prospects that have a presence across multiple countries
* Understand the nuances of clients' transaction flows and underlying business drivers
* Build strong sales and relationship management skills
* Be disciplined in pipeline management
* Liaise with clients, Banking, Treasury, Trade, FX and Product Partners to develop client solutions and drive portfolio growth
* Monitor portfolio profitability and post-close revenue ramp
* Uncover and scope new revenue streams and ensure the highest standards of client obsession are met
Required Qualifications, Capabilities and Skills:
* Bachelor's Degree
* 6+ years of treasury sales or banking experience
* Demonstrates the ability to understand International Treasury Solutions products, pricing objectives and billing process & procedures
* Strong drive and ambition to be an individual contributor salesperson
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Time management, organizational and planning skills with proven ability to multi-task and meet deadlines in a fast-paced environment
* Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small b...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:30
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Job Profile:
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.
As such...
....Read more...
Type: Permanent Location: Syracuse, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-06 08:06:29
