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The Client Data Associate supports Chase Wealth Management and Digital Wealth Management client account maintenance.
Responsibilities include reviewing and approving maintenance requests submitted by clients and advisors for brokerage accounts; facilitating communication within the team; and partnering with managers, team leads, and internal stakeholders to drive strategic projects.
The ideal candidate demonstrates accountability and ownership, becomes a subject matter expert on processes, and successfully manages multiple priorities in a fast-paced environment.
Responsibilities
* Support full-service wealth advisors for the JPMA line of business.
* Review and approve brokerage account maintenance service requests in accordance with FINRA rules and industry regulations.
* Apply a risk-management mindset to review and validate client data and relevant legal or governing documentation.
* Support digital brokerage services with straight-through processing and determine acceptance or rejection of client service requests per policy.
* Participate in projects, remediation efforts, and pilot programs as needed.
* Research and resolve issues for internal and external clients accurately and in a timely manner.
* Exercise independent judgment to resolve moderate to complex issues and escalate when appropriate.
* Foster a culture of continuous improvement; analyze processes, identify gaps, and recommend automation or tactical solutions to enhance the end-to-end operating model.
* Adapt to evolving regulatory changes impacting brokerage accounts.
* Ensure compliance with all departmental and regulatory requirements (AML, SEC, DOL, FINRA, etc.).
* Support operational controls and contribute to procedure updates.
Qualifications
* FINRA Series 7 and 24 licenses required.
* Bachelor's degree (Business Administration, Finance, Economics, Accounting, or related field) preferred.
* Minimum 5 years of experience in financial services, preferably in investment-related roles with a focus on client service and support.
* General knowledge of brokerage industry regulatory requirements.
* Exceptional client service mindset.
* Creative thinker with the ability to transform ideas and recommend/implement process improvements.
* Excellent communication skills; able to collaborate effectively across all levels of the organization.
* High accuracy, strong attention to detail, and excellent follow-through.
* Proven interpersonal skills; team-oriented, results-driven.
* Analytical approach to problem solving.
* Strong sense of accountability and ownership over quality, risk, and controls.
* Advanced Microsoft Office skills; advanced Excel proficiency preferred.
* Knowledge of data analytics and visualization tools; experience with Signavio, Alteryx, and Xceptor is a plus.
If you're passionate about operational excellence, client experience, and continuous...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:24
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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 Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: North Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:24
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Conduct research and analysis; assist with product development and prospecting efforts
* Research client inquiries and manage follow up communication and materials
* Work directly with clients as you continue to progress in your role
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations
* Genuine interest in financial markets and macro-level economic trends
* Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, com...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:23
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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...
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Type: Permanent Location: Sidney, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:21
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Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges.
Collaborate closely with diverse teams, be the catalyst for transformative client experiences, and redefine solution-oriented success.
As a Client Solutions Architect Manager in Embedded Payments group, you are an integral part of a team that innovates and supports the sales process for the technical adoption of comprehensive product solutions for clients with complex challenges.
Leveraging your technical expertise in specific products and industries, you develop viable solutions that add value to clients, track how clients are using our products, and ensure results are realized.
Job responsibilities
* Leads the configuration and modification of the firm's products and solutions, often in partnership with Technology, to fit complex client use cases
* Supports business development, bankers and sales in solutioning and mandating deal stages for pricing, pipeline planning, and account planning
* Engages with technical members of client teams to deliver presentations and technical demonstrations on product capabilities and solutions
* Identifies and defines development requirements for product design enhancements based on client feedback
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise working across a related broad set of products
* Demonstrated ability to apply a deep technical understanding to solution configurations in a specific domain
* Experience supporting Sales in pricing, pipeline planning, and account planning
* Experience working with clients in a technology field and interfacing with engineers
Preferred qualifications, capabilities, and skills
* B achelor's degree preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:20
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You will help oversee one of the bank's largest network partnerships as a Senior Manager at JPMC, demonstrating a thorough understanding of payments and the ability to navigate the rapidly evolving and highly complex merchant acquiring business.
As a Network Relationship Senior Manager in the Payment Network Office, you will be responsible for driving the assessment, sizing and integration of Payment Network capabilities to transform and grow the Merchant Services (CMS) organization.
You will be responsible for working collaboratively with a diverse set of internal and external stakeholders to ensure their alignment and drive the successful integration of Network capabilities.
Job Responsibilities
* Manages the network partnership for the acquiring business
* Holds network accountable for delivering a best-in-class network partnership reflected through their financial, operational and strategic support of JPMCs businesses
* Engages with key stakeholders across product, operations and technology to identify gaps and opportunities with our network partnership
* Consistently aligns strategic and tactical initiatives to ensure network delivers on JPMC top priorities
* Escalates JPMC issues related to network services to ensure immediate engagement and resolution
* Providing thought leadership around new market opportunities and complex network initiatives/changes
* Understands the payments industry and staying abreast of current market environment and trends that could improve cost of payments for our merchants
* Provides advocacy within JPMC on use / testing of relevant network services or capabilities that align with bank's strategic priorities
Required qualifications, capabilities and skills
* 5+ years experience in the Payments industry (Merchant Acquiring or Network Operations)
* Payment experience needed to credibly challenge network initiatives and changes and how they may impact customer / client experience
* Demonstrates ability to create and manage a large complex project (for new vertical markets and complex Payment Brand updates and optional network products)
* Exhibits ability to work with diverse teams to document current processes (process maps), determine what works well, what doesn't and perform gap analysis
* impact of network initiatives
* Posse the ability to navigate horizontally across multiple workstreams to align on objectives, identify and manage delivery gaps including designing frameworks and strategies to address change management, testing improvement strategies, LOB engagement target operating models, enterprise level communications, intake, and governance processes.
* Consistently demonstrates strong personal time management skills, effectively organizing tasks and motivating individuals (internal and external) around initiatives.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of c...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:19
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Mishawaka, US-IN
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:18
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Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.
JPMorgan Concourse is a hosted payment platform that embeds the payment disbursement and collection process in a client's proprietary site.
It offers a scalable digital experience with customizable branding, a variety of payment options, and bank grade security features .
The successful candidate will have responsibility for financial performance, commercialization, client adoption and end to end client satisfaction.
You will challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.
As the JPMorgan Concourse Product Director in Embedded Finance Product, you lead innovation through the development of products and features that delight customers.
As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.
Job responsibilities
* Oversees the product strategy, product roadmap, development, execution, risk management, and business growth targets
* Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth
* Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives
* Owns product performance and is accountable for investing in enhancements to achieve business objectives
* Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation
Required qualifications, capabilities, and skills
* 8+ years of hands-on experience or equivalent expertise delivering products, projects, or technology applications
* Extensive knowledge of the product development life cycle, technical design, and data analytics
* Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Demonstrated track record of leadership in product management in fintech, technology or financial institution
* Strong oral and written communication skills to drive change within organization and managing stakeholders across multiple functions (Technology, Sales, Marketing, Legal, Controls, Compliance etc.)
Preferred qualifications, capabilities, ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:18
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion.
Job Responsibilities
* Act as a primary interface with our Mid-Cap Investment Banking Team
* Acquire new clients and maintaining and deepening a portfolio of relationships.
* Act as the interface between our financial sponsors team and portfolio companies
* Growing and retain profitable relationships within the Mid-Corporate Banking target market
* 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 plus years of lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* 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
* Deep local connections and market knowledge
* Corporate finance expertise and strong transaction execution skills
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-di...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:17
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Description
Intro Marketing Language:
Join a high-impact team shaping the future of card authorizations at Chase.
Drive technical excellence, lead cross-functional teams, and deliver innovative solutions that support millions of transactions daily.
Job Summary:
As a Product Manager in Card Authorizations, you combine deep technical expertise with product management excellence to drive strategic initiatives and optimize authorization systems.
You will manage and prioritize product backlogs, lead agile teams, and collaborate with stakeholders to deliver high-value features and technical improvements.
Your leadership will ensure seamless delivery, system modernization, and compliance with regulatory and fraud prevention standards.
Job Responsibilities:
* Define and execute the product roadmap for card authorization systems, aligning with business objectives and regulatory requirements
* Manage and prioritize product backlogs, ensuring optimal delivery of high-value features and technical improvements
* Maintain backlog health through continuous refinement, story grooming, and stakeholder alignment
* Lead cross-functional agile teams using Scrum and Kanban methodologies to deliver system enhancements
* Facilitate sprint planning, daily standups, retrospectives, and other agile ceremonies
* Manage team capacity, velocity tracking, and delivery commitments using Jira and other project management tools
* Collaborate with business stakeholders, technology teams, risk management, and compliance organizations
* Oversee technical architecture decisions for authorization systems, ensuring scalability, reliability, and performance
* Drive system conversions and migrations, supporting new co-brand partnerships and platform modernization
* Ensure authorization systems meet fraud prevention requirements and regulatory compliance standards
* Communicate product status, roadmaps, and strategic initiatives to executive leadership and key stakeholders
Required qualifications, capabilities, and skills:
* Proven product experience as a Technical Product Systems Analyst at a major financial institution (e.g., Citi, Wells Fargo, Capital One)
* Extensive knowledge of technical platforms (TSYS/C3) with hands-on system configuration and optimization experience
* Demonstrated experience with system conversions and migrations for co-brand partner initiatives
* Deep expertise in credit card authorization processes, payment flows, and transaction lifecycle management
* In-depth fraud risk background with understanding of real-time risk decisioning and fraud prevention strategies
* Proven experience as a Business Architect or similar role, translating business requirements into technical solutions
* Strong understanding of business processes, systems architecture, and technology integration patterns
* Excellent analytical and problem-solving skills for complex technical and bus...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:17
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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 Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Anna, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:16
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking Connected Commerce team, you will play a crucial role in an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
Your contributions and capabilities will promote significant business impact, as you apply your deep technical expertise and problem-solving skills to address a wide range of challenges across various technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Development experience in Java 21 with building RESTful backend applications using Spring Boot
* Experience in designing, building and maintaining high-thought put low latency data pipelines using Apache Kafka, KSQL and Kafka Streams
* Proficiency in SQL and NoSQL databases such as Oracle, Postgres, Cassandra, etc.
* Experience in designing, building, and maintaining API services, with knowledge of Microservices with Domain Driven Design Patterns
* Experience working with tools like Terraform to provision AWS cloud services
* Experience with AWS EKS, AWS EC2, AWS ECS, EventBridge, Lambda, Route53, and AWS S3
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Experience with banking and digital wallets
* AWS Certification
Chase is a leading financial services firm, helping nearly half of America's households and small busine...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:15
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The HR Data Products organization builds trusted, governed, and discoverable data assets that power reporting, analytics, and AI across the employee lifecycle.
We partner with stakeholders in People Operations, HR Technology, Business Intelligence, AI/ML, Information Architecture, and Data Engineering to deliver high - quality, fit - for - purpose data products with clear lineage, controls, and measurable business impact.
As a Vice President Data Product Manager, you will lead the strategy and delivery of a portfolio of HR data products.
You will define multi - year roadmaps, set OKRs, align stakeholders, and drive end - to - end execution-from discovery and requirements through launch, adoption, and continuous improvement.
You will champion data governance, quality, and self - service, enabling HR and business teams to make faster, better decisions.
Key Responsibilities:
* Own multi - year strategy, outcomes, and OKRs for your HR data domain.
Prioritize a portfolio backlog across competing demands; balance near - term value with long - term platform investments.
Engage senior HR and business leaders to identify opportunities and align on outcomes;
* Translate business needs into epics, features, and user stories with clear acceptance criteria; maintain a transparent, prioritized backlog and delivery plan.
* Conduct user discovery and stakeholder interviews to gather business requirements, pain points, and opportunities for improvement.
* Partner with Business Intelligence, AI/ML, and Product teams to ensure data products meet reporting, analytics, and automation needs.
* Collaborate with Information Architecture and Data Engineering to onboard new data sources and transform them into performant, fit-for-purpose data offerings.
* Establish and maintain strong data governance, quality, and lifecycle management practices for talent data, ensuring compliance with firmwide standards.
* Own the development and maintenance of data catalog, metadata, glossary, and lineage capabilities for Talent Acquisition and Off-boarding datasets.
* Drive continuous improvement in data product offerings through stakeholder feedback, usage insights, and industry best practices.
Required Qualifications:
* 5+ years delivering data products, analytics platforms, or enterprise data solutions in complex environments
* Translate business needs into epics, features, and user stories with clear acceptance criteria; maintain a transparent, prioritized backlog and delivery plan.
* Translate business needs into epics, features, and user stories with clear acceptance criteria; maintain a transparent, prioritized backlog and delivery plan.
* Deep understanding of modern data platforms and cloud ecosystems, including entitlements, catalog/lineage, and data quality tooling.
* Proficiency in SQL for data testing, validation, and ad-hoc analysis; ability to guide users on how to access and use data products effecti...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:15
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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 Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Alexandria, US-LA
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:13
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The Customer First XLOB Marketing team unites business units to deliver integrated, data-driven marketing strategies that elevate our brand and maximize organizational value.
We focus on driving growth, reinforcing our value proposition, and leveraging insights to shape impactful campaigns.
As a Marketing Strategy Senior Associate on the Customer-First Cross-LOB Marketing team, you will help shape the Security Marketing campaign strategy and manage best-in-class programs that advance cross-line of business objectives.
You will also lead the internal communications channel focused on educating employees about emerging fraud and scams-owning strategy, messaging alignment, and cadence.
Partnering closely with strategy leads and execution teams, you'll deliver integrated, data-driven campaigns that reinforce Chase's value proposition and support our customer-first mission.
Job responsibilities
* Support development of the Security Marketing campaign strategy; leverage performance learnings and insights to drive goals.
* Collaborate with marketing leads to identify opportunities, define campaign strategies, and build measurement and reporting frameworks.
* Manage multi-channel campaigns to ensure initiatives are on-strategy, on time, and within budget.
* Coordinate cross-LOB and functional partners (Brand Marketing, audience targeting, analytics, digital asset build, Legal, Compliance/Regulatory Review, and others).
* Follow a disciplined execution process from creative agency kickoff through launch and post-campaign optimization.
* Use business-approved tools (e.g., Adtrax, Workfront) to document, route, approve, and track content/tactics; ensure compliance with Audit and Controls.
* Recommend improvements based on results; drive efficiencies, reduce costs, and elevate engagement tactics to deliver measurable outcomes.
* Partner with analytics and marketing leads to deploy measurement frameworks; assess campaign and content effectiveness; translate insights into action.
* Lead the strategy and execution of the internal communications channel educating employees on emerging fraud and scams; align messaging and cadence across stakeholders.
Required qualifications, capabilities and skills:
* Bachelor's degree in Marketing, Communications, Business, or related field.
* 5+ years of professional experience leading projects and marketing campaigns.
* Proven ability to thrive in a fast-paced, team-oriented environment; strong attention to detail; comfortable managing multiple programs under tight deadlines.
* Willingness to roll up sleeves and own the details of execution.
* Creative and innovative within structured processes; commitment to continuous improvement and operational efficiency.
* Strong relationship-building and negotiation skills; earns trust with internal/external partners across all levels, including senior leadership.
* Excellent written and oral communica...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:11
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Join the Corporate Tax team!
As a Tax Associate in the Corporate Tax team, you will gain exposure to tax accounting and compliance assignments from a US federal and state and local tax perspective.
From a tax accounting perspective, the Associate will become knowledgeable of the components and calculations of the effective tax rate and deferred taxes pursuant to ASC 740 (formerly FAS 109).
From a tax compliance perspective, the tax associate should be familiar with the federal, state and local corporate income tax filings for the firm.
Additionally, the candidate should be familiar with the US tax aspects of international operations.
Job Responsibilities:
* Compute current and deferred tax provision and liabilities on previously identified book-tax differences
* Analyze new transactions to determine potential book-tax differences and other related tax accounting treatment
* Monitor new Accounting policies and pronouncements to determine proper tax treatment of such new emerging issues
* Assist in preparation of separate entity Annual Report tax footnotes as applicable
* Prepare federal, state and local corporate income tax returns for a variety of firm entities.
This includes gathering and analyzing financial information to properly determine the impact on such tax returns
* Document all tax return support in Corporate Tax's workflow database
* Ad hoc tax research related to various tax return positions
Required qualifications, capabilities, and skills:
* Minimum 2+ years of relevant tax accounting and compliance experience
* Excellent communication, organizational and attention to details skills; self-starter
* Ability to effectively use various programs such as Microsoft Office, Access
Preferred qualifications, capabilities, and skills:
* Accounting degree preferred
* An MBA with emphasis in tax, or an MST and/ or a CPA license is a plus
* Big 4 accounting firm experience is preferred
* Knowledge of Onesource RS tax compliance software is a plus and preferred
* SAP is a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibili...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:10
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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: Beavercreek, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:08
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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: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:06
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Associate Banker is for you.
As a Associate Banker on the Healthcare Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare Technology.
The Healthcare Technology team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents the Healthcare Technology team as the "Leading Middle Market bank serving the best and most diverse clients"
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Research prospects and participate in 'discovery' to determine the banking tools they need to power their business while also identifying opportunities for strategic partnerships
Required Qualifications, Capabilities and Skills
* 2 plus years of related experience
* Strong understanding of Commercial Banking products and services
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Experience working with Capital Markets and Investment Banking products/services
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:06
-
The Asset Management Derivatives (AMD) Portfolio Management team manages derivatives-based investment mandates for both internal and external clients across the globe.
Our investment strategies are organized around four pillars: enhanced income, downside hedging, principal protection, and liability management.
Job summary:
As an Portfolio Management Associate (Derivatives) within the Asset Management Derivatives team, you will be a valued team member assisting portfolio managers with the day-to-day implementation and analysis of various derivative-based portfolios.
You will collaborate closely with portfolio managers, investment specialists, AMD product owners, and various support and operations groups.
Job responsibilities:
-Implement derivative-based investment strategies by monitoring cash flows, generating orders, coordinating trade execution with traders, and tracking portfolio drift vs targets.
-Work cross functionally to increase efficiencies, improve tools and processes, and work on strategic projects.
-Contribute to global portfolio management team discussions, strategy meetings, and team priorities.
-Provide research and analysis of portfolio holdings, key risk metrics, and new investment strategy ideas.
-Communicate investment performance, positioning, and investment views to internal and external stakeholders.
-Actively represent the team's philosophy and process to internal and external stakeholders.
Required qualifications, skills and capabilities:
-3+ years of industry experience with a focus on derivatives portfolio management, trading, investment strategy, or investment process support.
-Strong aptitude and enthusiasm for desktop technology and productivity tools, including Excel, VBA, Python, and other programming languages used in quantitative analysis and research.
-Proficiency in Bloomberg, PowerPoint, and Excel.
-Strong work ethic, detail oriented, eagerness to learn and take initiative within a global PM team.
-Demonstrated interest in markets and derivatives.
-Aptitude to identify and minimize investment, operational, and business risk; awareness of market, credit, and liquidity risk in derivatives.
-Bachelor's degree in Business, Finance, Mathematics, Computer Science, Engineering, Economics, or a related field.
Preferred qualifications, skills and capabilities:
-Experience with portfolio management tools (Investor Tools, Perform, Bloomberg, Spectrum, Aladdin).
-Experience managing or working with Separately Managed Accounts (SMAs).
-Experience trading derivatives or managing derivatives-based strategies.
-Experience working with middle office, product management and technology.
-Post graduate degree or CFA designation.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spa...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:05
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Make a meaningful impact in a highly trusted part of the Private Bank.
Join a team that safeguards clients and advisors by strengthening supervisory oversight and operational excellence.
You'll partner across Client Service, Operations, Compliance, and Legal to resolve issues, improve processes, and prepare branches for exams.
Your expertise will keep our brokerage activities compliant, and our clients protected.
Grow your career while helping us raise the bar on supervision.
As a Private Bank Supervisory Manager, you oversee brokerage-related supervision for U.S.
Client Service locations and serve as a central escalation point.
You partner with us to resolve trade errors, guide registration matters, prepare branch exams, and drive process improvements.
Together, we ensure adherence to regulatory requirements and internal standards while supporting employees and clients with timely, risk-based decisions.
Job responsibilities
* Oversee brokerage supervision for Client Service locations and act as the primary contact for supervisory inquiries
* Partner with Market Supervisory Managers and Operations to resolve trade errors and close error claims
* Process cancel/corrects, assign error responsibility, and complete error reporting
* Guide Client Service Management on employee registration matters; produce and review registration and location reports
* Prepare Monthly Supervision Reviews and lead monthly meetings with Client Service Branch Office Managers
* Support Compliance Annual Branch Exams and coordinate documentation and readiness across eight branches
* Prepare for internal audits, Compliance Testing, and external regulatory exams; demonstrate adherence to policy
* Serve as the escalation point for situations involving Senior Clients or vulnerable clients
* Review and approve gifts to employees; monitor E-Comm violations, LinkedIn changes via Hearsay, and outside interests
* Analyze outlier trade and PAD violation reports; identify trends and recommend corrective actions
* Assist with surveillance inquiries, brokerage complaints, and cross-functional requests from Control and Operations
Required qualifications, capabilities, and skills
* Minimum 2 years of experience in supervisory management, client service, controls, or compliance within a brokerage or wealth management firm
* Demonstrated risk-based decision-making with a strong sense of urgency
* Excellent communication, listening, and stakeholder management skills across all levels
* Proven ability to assess complex issues and drive timely, durable solutions
* In-depth knowledge of brokerage regulatory requirements and best practices
* Strong organization, follow-up, and time management skills in a dynamic environment
* Ability to analyze trends, identify gaps, and implement process improvements
* Proficiency with Microsoft Office (Excel, Word, PowerPoint); strong systems navigation
*...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:02
-
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 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: Torrance, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:01
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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...
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Type: Permanent Location: Brecksville, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:01
-
Are you customer-focused, relationship-driven, and passionate about the innovation economy? Join J.P.
Morgan's Disruptive Commerce & Internet team.
As a Associate Banker on the Disruptive Commerce and Internet team you'll help grow and retain profitable client relationships with some of the world's most innovative companies .
You'll collaborate across the firm to bring the full platform to clients while supporting bankers on acquisition and ongoing relationship management
Job responsibilities
* Support bankers in developing new business and deepening existing relationships by coordinating credit and payments solutions and leading targeted internal discussions to deliver the entire firm to clients
* Help build the team's brand in-market, positioning the platform as the leading innovation-economy bank serving the best and most diverse clients
* Source and qualify prospects by leveraging referral networks and ecosystem relationships, with a focus on reaching diverse founders powering innovation .
* Champion a culture of innovation and customer centricity while balancing prudent risk management across credit, operational, and reputational dimensions
* Stay current on industry trends to identify opportunities for innovation or strategic partnerships and translate insights into client conversations and solutions
* Collaborate independently and as part of a dynamic team to coordinate resources and deliver best-in-class client experiences across the firm's capabilities
Required qualifications, capabilities, and skills
* 2+ years of related experience in commercial banking, credit, venture/innovation economy, or adjacent financial services
* Strong understanding of commercial banking products and services, with demonstrated sales management and business development skills
* Proficiency in building and maintaining positive client relationships; strong interpersonal and influencing skills with credibility among senior business and control partners
* Self-directed, proactive, and creative; exercises sound judgment and navigates ambiguity to get things done
* FINRA Series 79, Series 63, and Securities Industry Essentials licenses required or must be obtained within 180 days of hire
Preferred qualifications, capabilities, and skills
* Bachelor's degree and formal credit training preferred
* Strong team orientation and a passion for the innovation economy; eager to contribute to a national team of like-minded bankers
This position is subject to Section 19 of the Federal Deposit Insurance Act; employment is contingent upon JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-30 07:33:00
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 10+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 20...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-30 07:32:59
