-
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
* As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients
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 a...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:23
-
As an Associate in M&A you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* 3 years prior work experience in an investment banking front office role
* Minimum Bachelor's degree from a top tier educational institution
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset 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 employe...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:22
-
Leverage your risk management and audit skills to oversee global deliverables with our team!
As an Audit Executive Director within the Wholesale Credit Risk team, you will manage and lead the audit coverage for Wholesale Credit, Liquidity, and Capital Risk functions.
Your responsibilities include conducting ongoing risk assessments of the risks and controls related to credit risk approval, counterparty credit risk management, liquidity management, capital adequacy, performance monitoring, risk reporting, and data quality processes.
You will execute audits, validate audit issues, and complete continuous monitoring activities.
We are looking for an experienced senior business audit professional to lead this focused work, oversee various audit activities, and provide updates to senior management as needed.
Job responsibilities
* Lead and manage large and complex audit deliverables from planning to reporting, ensuring quality deliverables that meet departmental and professional standard
* Conduct detailed risk and control assessments across Wholesale Credit, Liquidity, and Capital Risk processes.
* Finalize and communicate audit findings, using judgment to provide an overall opinion on the control environment
* Build and maintain relationships with senior stakeholders, fostering a culture of engagement while adding value
* Actively participate in key governance forums to provide independent challenge to management on control matters
* Contribute to the resolution of complex and time sensitive regulatory and audit issues
* Drive a culture of innovation through automation of controls to enhance audit coverage
* Understand the stakeholder priorities and provide independent feedback on control enhancements and implementation
* Effectively manage and lead the Audit team, performing timely reviews of work performed and providing constructive feedback to enhance team performance and skills.
* Prioritize diversity & inclusion by creating an environment where all team members are able to contribute to their full potential
* Foster feedback by providing and soliciting timely, actionable feedback to help each team member improve and grow
Required qualifications, capabilities, and skills
* 10+ years' experience with internal audit methodology, applying concepts in audit delivery, and effectively leading and managing large complex audits
* Bachelor's degree in Economy, Finance, Math or related discipline
* Proven ability to develop and maintain strong professional relationships with key stakeholders
* Excellent interpersonal, leadership and coaching skills
* Solid understanding of internal control concepts with the ability to evaluate and determine the adequacy of controls
* Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to senior management and influence change
* Ability to work effectively within a team, bo...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:21
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE 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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products ...
....Read more...
Type: Permanent Location: Yorktown Heights, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:21
-
JPMorgan Asset Management Global Real Estate & Infrastructure is one of the world's largest real estate investment advisors with over $40 billion of real estate assets under management in North America and Europe with developing businesses in India and China.
Given its relationships, reputation, and size, JPMAM Real Estate transacts an average of $4 billion in combined acquisition and disposition activity annually.
JPMAM Real Estate is comprised of approximately 250 real estate professionals organized within key functional areas.
The Real Estate Americas business is seeking to hire an analyst for its Los Angeles-based West Coast Asset Management team.
As an analyst within the functional area of Asset Management, you will play an integral role in working alongside our Asset Managers in overseeing a portfolio of assets and driving value to our clients.
Individuals in this role are involved in underwriting and appraisals, oversight and strategy implementation within the existing portfolio, assistance on development deals, the handling of dispositions, working through internal and external property valuations and completing various internal and external reports.\\
Job Responsibilities
• Underwrite using Argus and Excel
• Create and utilize financial models for investment valuation
• Research and analyze market data
• Participate in property inspections and market tours
• Prepare presentations and written investment committee memos
• Perform due diligence to prepare acquisitions for closing
Required qualifications, capabilities and skills
• Highly motivated and a self-starter
• Ability to work in a team environment
• Exceptional quantitative modeling and analytical skills
• Superior writing and verbal communication skills
• Strong presentation skills
• Ability to multi-task and work in a dynamic environment
• Attention to detail
• Proficient with Microsoft Word and Microsoft Excel
• Experience with financial analysis, real estate, modeling
Preferred qualifications, capabilities and skills
• ARGUS experience is a plus
• FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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 rol...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:20
-
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: Fort Wayne, US-IN
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:19
-
As the Product Delivery Associate, you will be an integral part of ensuring successful delivery of CoBrand roadmap priorities by working closely with cross-functional internal and external teams as the primary point of contact to ensure that all milestones are completed and documented on time and within scope, and escalating when necessary.
You will have a heavy focus on coordinating and overseeing readiness to launch and testing activities in preparation for successful project implementations.
Initiatives will vary across 11 different CoBrand partners, with the goal of creating efficiencies and streamlining process when and where possible.
Job responsibilities
* Plan, coordinate and conduct readiness to launch activities to ensure that full scope of testing and validation is conducted prior to launch.
* Collaborate with internal and partner stakeholders to ensure seamless product delivery.
* Work with stakeholders to provide consistent status updates on projects, risks, and issues and ensuring alignment in messaging across matrixed organizations.
* Manage project escalations and blockers efficiently, in a timely manner and to the right point of contacts.
* Identify potential risks and develop mitigation strategies to ensure successful product delivery.
* Continuously evaluate and improve delivery processes to enhance efficiency and effectiveness.
* Coordinate the triage of issues that are identified during various phases of testing (UAT, PVA, Friends and Family, Performance, Regression, ADA Compliance).
* Manage defects from identification to resolution, ensuring they are resolved on agreed upon timelines.
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise in product management or a relevant domain area.
* Architectural and technical understanding of applications, along with downstream and upstream impacts.
* Understanding and knowledge of APIs.
* 2+ Years of experience coordinating data conditioning to enable seamless transfer across internal applications and partner platforms.
* Ability to identify and resolve data flow issues to support efficient and successful product delivery.
* Strong project management skills with the ability to manage multiple initiatives simultaneously.
* Excellent communication and interpersonal skills, with the ability to build and maintain strong internal and external relationships.
* Knowledge of the product development life cycle.
* Experience with agile process and principles.
* Strong understanding of readiness activities required in end to end project delivery.
Preferred qualifications, capabilities, and skills
* Experience with test planning and execution.
* Knowledge and experience in use of Jira.
* Demonstrate prior experience working in a highly matrixed, complex organization.
* Knowledge of the financial services industry and regulatory environme...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:16
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Government Associate Banker is for you.
In this role you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage internal and external client dialogue.
As a Banker Associate in the Government - Middle Market Banking team, you will play a crucial role in complementing your banking team, while also operating semi-independently to introduce our comprehensive solutions to government clients and prospects.
You will support bankers and treasury management officers in expanding and nurturing state and local governments within the Middle Market Banking & Specialized Industries target space.
Your systematic approach to relationship management and prospecting will be instrumental in identifying needs and suggesting the suitable banking services.
Your extensive local connections and market knowledge will be invaluable in this role.
Job Responsibilities:
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills:
* 3+ years with above average performance results in a similar banking role orrelated experience.
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to work independently and develop and maintain internal and external relationships
* Demonstrated ability to present to clients and prospects to create and retain new and profitable relationships in a highly competitive environment
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills:
* Bachelors degree preferred
* Excellent problem solving, oral, and written communication skills
* Superior knowledge of the market dynamics and its business environment preferred
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:16
-
As an analyst on JPMorgan's Hedge Fund and Asset Manager Interest Rate Sales team, your primary responsibility will be to support Senior Salespeople with coverage of Institutional asset managers and hedge funds.
The rates sales desk is a very high-volume, fast-paced business which markets our full suite of interest rate products (US treasuries, swaps, swaptions, rates exotics, cross-currency, etc.) to large institutional clients.
Analysts will work with internal stakeholders- including traders, research partners, and other salespeople to provide effective, custom-tailored coverage to clients.
Job responsibilities:
* Trade modelling, trade execution, post-trade operations management
* Client coverage and conducting market intelligence
* Conducting idea generation
* Collaborate with their global peers in servicing our clients across time zones.
Required qualifications, capabilities, and skills:
* A strong interest in global financial markets and macroeconomics
* Excellent analytical, quantitative, and interpretative skills.
* Ability to thrive in a dynamic, collaborative work environment.
* Being adaptable, flexible, and resilient.
* Skilled at managing multiple tasks concurrently and highly organized.
* Firm understanding and experience in basic finance and/or economics
* High degree of intellectual curiosity and solutions-oriented mindset
* Proficiency with Microsoft Excel, PowerPoint, and Word applications
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 compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the ba...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:15
-
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 an Investment Professional in the U.S.
Private Bank, you will provide integral daily support to Investors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
* Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
* Create mandates for discretionary accounts
* Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis.
* Work with Team Leader to monitor risk metrics across the team
* Work with Team Leader to monitor Client Advisor loadings
* Submit and monitor fee schedules and billing
* Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
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 discre...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:14
-
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: Highlands Ranch, US-CO
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:12
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Pittsburgh, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:11
-
Join us as a CIB Securities Services Ops - Business Analyst, Associate and help shape the future of data-driven decision-making at JPMorgan Chase.
You will have the opportunity to deliver innovative analytics and automation solutions that drive business transformation.
Grow your career by collaborating with talented teams and global stakeholders, while developing your technical and leadership skills.
Be part of a culture that values diversity, respect, and continuous improvement.
Make a meaningful impact on our organization and your professional journey.
As a CIB Securities Services Ops - Business Analyst, Associate within our dynamic business transformation team, you will deliver high-quality analytics and automation use cases that support decision-making and process optimization.
You will analyze business processes, identify opportunities for improvement, and implement solutions using digital tools.
You will collaborate with cross-functional teams and global stakeholders, translating complex information for diverse audiences.
Your work will help drive innovation and efficiency across the firm.
You will foster a collaborative and inclusive environment, contributing to our team's success.
You will lead and support transformation projects, managing multiple workstreams independently and ensuring timely delivery of complex solutions.
Staying current with industry trends and best practices, you will drive continuous improvement and innovation.
Your proactive approach will influence decision-making at various organizational levels.
You will help build a culture of collaboration and respect, supporting the growth and development of your colleagues.
This role offers exposure to cutting-edge technologies and the opportunity to make a lasting impact.
Job Responsibilities
* Deliver high-quality analytics and automation use cases to support business decision-making
* Analyze business processes and identify opportunities for improvement
* Implement automation solutions using no-code/low-code platforms such as Alteryx and Tableau
* Lead and support transformation projects, managing multiple workstreams independently
* Collaborate with cross-functional teams and global stakeholders to gather requirements and define project scope
* Translate technical and non-technical information clearly for diverse audiences
* Proactively identify business needs and propose actionable recommendations
* Influence decision-making at various organizational levels
* Dissect complex problems and develop clear, actionable solutions
* Stay current with industry trends, best practices, and emerging technologies
* Foster a culture of collaboration, diversity, and respect within the team and organization
Required Qualifications, Capabilities, and Skills
* Minimum three years of experience in the financial industry, banking operations, or a related field
* Minimum two years of experience developing automation solut...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:10
-
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: Northlake, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:09
-
Bring your Expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
Job Summary
As a Compliance Risk Management Senior Officer - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You partner with Line of Business and global or regional Compliance teams, including Internal Audit, Operational Risk, and other Control functions.
You bring your compliance expertise and knowledge of regulatory and audit best practices to help us maintain robust risk controls.
Together, we ensure our business operates responsibly and meets the highest standards.
Job Responsibilities
* Perform on-site and remote compliance examinations of broker-dealer and investment advisory businesses to ensure adherence to firm policies and procedures.
* Conduct analysis of trading branch configuration, and documentation as part of compliance examinations.
* Evaluate findings and formulate conclusions in written reports, schedules, worksheets, and narrative materials.
* Collaborate with Line of Business, Supervision, global or regional Compliance teams, Internal Audit, Operational Risk, and other Control functions.
* Apply regulatory and audit best practices to all monitoring and testing activities.
* Maintain high attention to detail and work independently to meet objectives.
* Travel regionally up to 40% to conduct examinations.
* Successfully complete enhanced screening requirements for High Security Access systems.
* Hold a valid driver's license for travel requirements.
Required Qualifications, Capabilities, and Skills
* Undergraduate degree or equivalent experience.
* Minimum 3 years of experience in financial services, compliance, or regulatory roles.
* High attention to detail, flexibility, patience, and strong analytical skills.
* Excellent interpersonal skills and ability to work independently.
* Ability to travel up to 40% (mostly regional).
* Valid driver's license.
Preferred Qualifications, Capabilities, and Skills
* FINRA Series 7, 66 and 24 licenses.
* Experience with High Security Access systems and enhanced screening processes.
* Familiarity with trading analysis and document review procedures.
* Strong written communication skills for reporting and documentation.
* Experience collaborating with cross-functional teams.
* Knowledge of regulatory and audit best practices in financial services.
* Demonstrated ability to challenge the status quo and drive pr...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:09
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As 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: Prospect Heights, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:07
-
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: Arlington Heights, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:06
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a 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: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:05
-
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: Riverton, US-UT
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:05
-
Join our team and use your expertise in pricing strategy and analytics to shape the future of Auto Lending.
You'll lead impactful initiatives, collaborate with top talent, and drive business success in a dynamic, fast-paced environment.
As the Head of the Credit Decision Pricing Unit within the Auto Lending sector, you will develop both short-term and long-term pricing strategies that align with business goals and the competitive landscape.
You provide financial analysis and pricing support for key initiatives, including projects, and collaborate with cross-functional teams to ensure successful execution of business strategies.
You leverage data from price testing, experiments, and competitive insights to optimize portfolio pricing, while delivering ad-hoc datasets, reports, and presentations to senior management.
You support the product team by enhancing and implementing pricing levers and capabilities, and you lead a team of skilled associates and VPs, guiding their efforts and development.
You will unique opportunity to leverage your expertise in pricing strategy and quantitative analysis to drive success in the Auto Lending sector.
Job Responsibilities:
* Develop short-term and long-term pricing strategies based on the latest competitive landscape and business goals.
* Provide financial analysis for key pricing initiatives and serve as pricing support for CDU initiatives.
* Collaborate with cross-functional teams to ensure alignment and successful execution of business strategies.
* Leverage existing data from random price testing, pricing experiments and competitive data/insights to develop a robust framework for portfolio pricing optimization.
* Provide ad-hoc datasets, reporting, and presentations to senior management.
* Support the product team to help enhance/implement needed levers to enhance pricing capabilities.
* Lead a team of highly skilled associates and VPs.
Required Qualifications, Capabilities, and Skills:
* 6+ years of experience in finance, data & analytics, or product strategy, with a Bachelor's Degree in relevant fields.
* Experience managing a team Strong analytical, quantitative, and communication skills.
* Detail-oriented with well-developed problem-solving skills and a clear understanding of the drivers of profitability.
* Strong teamwork and collaborative skills.
* Ability to make concise presentations with sound business conclusions.
* Proficiency in basic analytical tools such as SQL/Alteryx/SAS or any related language, and Microsoft tools like Excel and PowerPoint.
Preferred Qualifications, Capabilities, and Skills:
* Master's/MBA.
* Experience in the Auto Finance Industry and specifically Pricing.
* Familiarity with competitive analysis and market insights.
* Ability to adapt to a fast-paced and dynamic environment.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:04
-
Highbridge Capital Management, LLC, founded in 1992, is a global alternative asset management firm.
Over the years, it has developed a diversified investment platform that includes hedge funds, co-investment vehicles, and committed, closed-end vehicles designed for longer-term holding periods.
Today, Highbridge distinguishes itself as a credit, relative value and volatility-focused franchise, with the flexibility to invest opportunistically across the capital structure and liquidity spectrum.
Currently managing over $4 billion in capital, the firm strives to generate attractive risk-adjusted returns for a financially sophisticated clientele, including institutional investors, public and corporate pension funds, sovereign wealth funds, endowments, foundations, and family offices.
Headquartered in New York, Highbridge also operates an office in London.
Highbridge Capital Management ("HCM") is seeking a Trading Assistant for our investment team.
The team is responsible for managing all of Highbridge's investment strategies.
The position reports to HCM's Head of U.S.
Credit and Convertible Bond Trading.
The role involves supporting the investment team in a variety of tasks related to, and including, trade execution and market monitoring.
A key focus will be managing certain proprietary systems and reporting tools, which are used by the entire trading team.
Job Responsibilities:
This Trading Assistant will play a vital role in the management of the Firm's efforts to invest in the corporate credit, convertible arbitrage, equity derivative and credit derivative markets.
Key responsibilities will include, but not be limited to, the following:
* Assist with equity, credit, and convertible bond execution globally
* Develop a deep knowledge and understanding of the Firm's investment process and technology platform
* Oversee equity, credit, and interest rate hedge execution and allocation
* Effectively communicate market data, security and trading information to the investment team and external counterparties
* Coordinate with Highbridge's risk, middle office, compliance, and pricing teams to ensure accurate position reporting and maintain data integrity
* Liaise between the investment and operations teams on corporate actions to ensure effective execution and compliance
* Collaborate with Highbridge's technology team to assist with the development and maintenance of the Firm's proprietary investment tools
* Foster relationships with sell-side sales and trading desks to enhance execution and liquidity
Required Qualifications, Capabilities and Skills:
* Experience: 1 to 3+ years of total work experience, ideally in equity derivative, high yield or convertible debt markets
* Education: A degree in Finance, Economics, Mathematics, or a related quantitative field
* Strong Intellectual Capacity: Comprehensive understanding of trading, investing, and capital markets, with the ability to comprehend comp...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:03
-
The J.P.
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform.
The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As an Analyst on the Sales Strategy Support team, you will help execute and analyze client transfer programs, ensuring our processes align with business strategy and client needs.
This position is ideal for a thorough and eager learner who can manage transfer opportunities, coordinate with partners, and ensure professional handling of client transfers.
You will gather, document, and track client transfers, working closely with field leaders, advisors, and other stakeholders to ensure that client transfers are managed with professionalism and care.
This role requires a diligent and detail-focused individual with sound judgment, capable of handling multiple priorities and committed to improving client satisfaction and business outcomes.
Your commitment to improving client satisfaction and business outcomes will be essential to your success.
Job responsibilities
* Respond to field inquiries on the program, including process, policy, and reporting; communicate program and policy changes to leadership, managers, field, and support partners; maintain program overview materials and field call lists.
* Gather and document transfer requests; provide ongoing updates to Advisors and Managers while details are under review.
* Confirm transfer classifications with all partners and provide updates to Advisors and Managers after transfer finalization.
* Provide regular updates to Advisors and Managers; track transfers and coordinate revenue share review; submit revenue shares to the incentive system and coordinate with Finance and Controllers to execute economic arrangements across channels.
* Support reporting and analytics on identified transfers and results, including flows, revenue, and assets that will be used to keep managers and executives informed on program status
* Help identify risks and escalate issues, contributing to a solution-focused resolutions
Required qualifications, capabilities, and skills
* Possess 2+ years of professional work experience
* Detailed-oriented with strong organizational skills and the ability to balance and deliver on multiple priorities
* Think analytically and stay grounded in data to understand and analyze complex business processes
* Exhibit strong oral and written communication skills; capable of concision and brevity
* Exercise good judgement and a controls mindset; demonstrate discretion when working with highly confidential information, as decisions have a meaningful impact on Clients and Advisors and cases need to be handled with the utmost respect
* Dem...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:02
-
Are you ready to make a significant impact in a rapidly evolving business landscape? Join us as a Vice President in our Client Onboarding and Service (COS) Controls Execution team, where you'll drive strategic controls management and risk mitigation.
This role offers career growth and the opportunity to collaborate with global partners, enhancing your skills in a supportive and innovative environment.
As a Vice President within the COS Advocacy and Controls Execution (ACE) team, you will align cross-functional support and lead governance initiatives.
You will work closely with partners from the COS Client Service teams, driving controls execution initiatives for these groups.
You will partner with global and regional colleagues to integrate controls into our organization's DNA, ensuring resilience and success.
Your role is crucial in promoting a proactive approach to control management, fostering a culture of trust and transparency.
In this role, you will provide expert advice on controls-related matters, lead problem-solving initiatives, and deliver high-quality reporting and analytics.
You may act as a player-coach, managing or coaching a mix of direct and matrix team members, helping them develop the skills needed to support our mission.
Your efforts will directly contribute to reducing the business's residual risk profile and optimizing control frameworks.
Job Responsibilities:
* Engage with leadership and stakeholders to drive and assess controls priorities.
* Identify and mitigate risks in processes related to Client Service team functions.
* Lead data-driven decision-making and process reengineering.
* Conduct deep dives and process reviews to ensure that risks are mitigated and controls are adequate.
* Conduct audit readiness activities and lead audit engagements on behalf of the process owners.
* Develop and share detailed reporting on control health and effectiveness.
* Provide oversight of the controls system to manage risk, in partnership with COS Control Managers.
* Align stakeholders to build consensus and execute strategies.
* Manage team members to build skills and capacity.
Required qualifications, capabilities, and skills:
* Experience in controls, risk management, or compliance roles.
* Knowledge of control design, risk assessment, and metrics development.
* Ability to lead process reviews and implement improvements.
* Strong analytical and communication skills.
* Experience with global teams and stakeholder management.
* Confident communicator with senior management.
* Solution-oriented with a proactive approach to problem-solving.
* Ability to achieve results in a high-pressure environment.
* Excellent organizational and prioritization skills.
* Ability to build a culture of trust and integrity.
* Exercise discretion and act with urgency.
Preferred qualifications, capabilities, and skills:
* Client Service and/or Pa...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:01
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Odessa, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-05 07:54:00
-
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 Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Mount Pleasant, US-SC
Salary / Rate: Not Specified
Posted: 2025-12-05 07:53:59