-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: McKinney, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:25
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Be part of a dynamic team that leads the origination, structuring, and execution of International Debt Capital Markets & Liability Management transactions for Latin American Corporations, Financials, Sovereigns & Quasi-Sovereigns clients.
Thrive in a fast-paced environment with daily client interaction and a top market position.
Assist the team in executing international bond transactions, preparing marketing materials, analyzing financing alternatives, and collaborating with third parties.
Your work will be crucial in maintaining our top position in the Latin American fixed income securities market.
Job Responsibilities:
* Assist in the execution of international bond transactions, including preparing marketing materials and proposals.
* Gather and process market information for client presentations.
* Analyze and compare financing alternatives in various currencies.
* Prepare deal-related and non-deal related marketing material.
* Analyze credit and financial conditions of corporate clients.
* Collaborate with third parties during bond issue execution stages.
* Help build company cash flow and liability management models.
Required Qualifications, Capabilities, and Skills:
* Complete Spanish and English fluency (Verbal and Written); Portuguese speakers welcomed.
* Strong analytical and corporate finance background.
* Basic understanding of fixed income.
* Thorough knowledge of macroeconomic principles and current events.
* Microsoft Office experience with strong research and presentation skills.
* Team player with a positive attitude.
* Resourcefulness and ability to excel in fast-paced environments.
* Strong attention to detail and unwavering work ethic.
Preferred Qualifications, Capabilities, and Skills:
* Well-rounded individual with strong communication skills.
* Quantitative thinkers with a passion for macroeconomics and Latin American politics.
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 savin...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:25
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Cleveland, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:24
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Lantana, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:24
-
Join our dynamic Equity Plan Management team within Workplace Solutions as a Equity Plan Management Analyst, where you will have the opportunity to play an integral part in our client service delivery and make a significant impact.
This role offers a chance for career growth and the opportunity to work in a fast-paced, innovative environment.
As an Equity Plan Management Analyst within our dynamic Equity Plan Management team at Workplace Solutions, you will play an integral part in our client service delivery and make a significant impact.
This role offers you the chance for career growth and the opportunity to work in a fast-paced, innovative environment.
You will be entrusted with the management of client accounts, actively engaging with various teams across our operational and IT departments, contributing to the innovation of team processes.
You will have the freedom to manage your workload in a dynamic environment and the opportunity to collaborate with diverse teams.
Job Responsibilities:
* Manage a portfolio of Companies administering employee share plans within a team framework
* Interact with customers/clients on operational transactions related to their share plan program.
* Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
* Organize, develop and maintain procedural and process documentation related to client companies' program(s) to ensure accurate transaction processing and minimize risk.
* Assist in identifying new system tools and enhancements to existing systems.
* Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
* Create and maintain excellent relations with key business partners as well as identify innovative client solutions.
Required Qualifications, Capabilities and Skills:
* Excellent communication skills
* Proven numeric, financial analysis, documentation and procedural skills required
* Excellent computer skills including Microsoft Excel and Word
* Demonstrate commercial acumen with an ability to be innovative & pro-active
* Ability to prioritise and adhere to tight deadlines
Preferred Qualifications, Capabilities and Skills:
* Third level qualification
J.P.
Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally.
Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve.
We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce.
WM Solutions also fosters a culture of active engagement in our Business...
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:23
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Lexington, US-KY
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:22
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Hurst, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:21
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:20
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Flower Mound, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:19
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Saint Louis, US-MO
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:18
-
Join JPMorgan Chase as an External Reporting Controller - Associate! The external reporting function handles the oversight of the financial statements and management reporting, ensuring a sound control environment; understands and applies the accounting treatments and ensures compliance with appropriate corporate and regulatory requirements; coordinates the preparation of quarterly regulatory requirements; validates balance sheet items and understands balance sheet usage and reporting.
As an External Reporting Controller - Associate within Corporate Controllers, you will apply up-to-date product, industry, and market knowledge in specialty areas of reporting while ensuring accurate and complete data submission to the regulators.
Job responsibilities:
* Consolidate, review, and analyze quarterly financial data for accuracy and completeness.
Perform quarter-over-quarter variance analytics
* Coordinate data collection and quarterly business results with various lines of business, Regulatory Controllers and SEC reporting teams
* Assist in the thorough assessment of the issues and outcomes
* Communicate financial information to the lines of businesses and able to flag potential issues
* Participate in various aspects for the production, review and filing of monthly, quarterly, semi-annual, and annual reports filed with various regulatory agencies that are used by the regulators for compiling widely-used statistics on the levels of, and changes in, domestic and international portfolio positions
* Adhere to proof & control procedures to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Form 10-Q, Annual Report/Form 10-K, Call Report & FR Y-9C, Pillar III, etc)
* Adhere to various control procedures and edit checks to ensure the integrity of reported financial results
* Interpret and define regulatory and/or SEC requirements and coordinate internal and external policies
* Establish and manage relationships with the line of business, as well as with external regulatory agency constituents through ongoing partnership and dialogue
* Participate in continuous improvement efforts around data quality review and external reporting improvement projects
Required qualifications, capabilities, and skills:
* 5 years in a Finance organization with exposure to accounting, financial statements, and/or regulatory reporting
* Strong skills in time management, problem solving, written and oral communication
* Team player, with ability to work effectively across diverse functions, locations and businesses
* Excellent Excel and computer skills
* Strong analytical skills
* Extremely strong organizational and time management skills
Preferred qualifications, capabilities, and skills:
* Bachelor's degree in Accounting or Finance preferred
* Experience in Product Control, Financial Control or knowledge of SEC reportin...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:17
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Kansas City, US-MO
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:17
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Corvallis, US-OR
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:11
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Tigard, US-OR
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:10
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Job Description
\n AutoZone's store teams are the frontline of WOW! Customer Service, ensuring that customers find the right parts and solutions for their automotive needs.
Store employees maintain well-stocked inventory, assist customers with product selection, and provide expert advice to enhance the shopping experience.
They play a vital role in driving sales, maintaining store operations, and fostering a positive, knowledgeable retail environment.
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\n Join our team as a Retail Sales Associate, where you'll play a key role in delivering WOW! Customer Service by exceeding expectations and making a real difference for our customers.
Whether you're passionate about automotive parts, teamwork, or sales, this role offers great opportunities for growth.
AutoZone offers the perfect chance to build your career in an essential industry serving the motoring public.\n
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Responsibilities
* Customer Assistance & Communication - Engage with customers, provide trustworthy automotive advice, and ensure positive interactions through clear, professional communication.
* Leadership & Teamwork - Collaborate with managers and teammates to create a motivated, productive store environment.
Support team members and demonstrate leadership in daily responsibilities.
* Sales & Metrics Mindedness - Recommend products, services, and promotions to enhance customer experience, while contributing to sales goals and store performance metrics.
* Inventory Management & Store Operations - Restock merchandise, maintain organization, and follow proper point of sale procedures, loss prevention policies ensuring proper financial management.
Keep store operations running smoothly.
* Process Orientation & Safety Compliance - Utilize structured processes to complete assigned tasks efficiently.
Follow company safety policies and use Personal Protective Equipment (PPE) to maintain a secure work environment.
* Product Knowledge - Stay up to date on automotive parts, tools, and promotions through AutoZone systems.
* Diagnostics Support - Use diagnostic tools to read codes from customer vehicles and recommend solutions.
Qualifications
What We're Looking For
* Minimum Age Requirement: Must be at least 16 years old to apply.
* Physical Requirements: Ability to lift, load and deliver merchandise.
* Flexible Schedule: Flexible schedule availability, including mornings, nights, weekends, and overtime as needed.
You'll Go The Extra Mile If You Have
* Automotive Knowledge: Basic knowledge of automotive parts is preferred.
* Exceptional Communication: Strong people skills and effective communication in both Spanish and English.
* Automotive Retail: Previous experience in automotive retail.
* Certifications: Automotive Service Excellence (ASE) Certification.
About Autozone
Since opening our first store in 1979, AutoZone has grown into a leading retailer and distributor of automotive parts and a...
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Type: Permanent Location: Bardstown, US-KY
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:09
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Bring your expertise to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Technology Operational Risk Vice President within the Compliance, Conduct and Operational Risk Technology & Cyber organization, you will lead large, complex programs and oversee AI/ML systems.
You will evaluate technology practices for operational challenges and cybersecurity-related concerns, identifying potential risks, and evaluating existing risks on a global scale.
Your proven ability to promote business results with your insights will be crucial, as you will be working with a wide range of technology, risk stakeholders, and functional teams.
Leveraging your experience in AI/ML, engineering, software development and cyber operations, you will identify risks within the technology stack or organization that could lead to operating disruption, compliance or security issues.
Besides developing and executing an oversight plan, you will also build and maintain credible relationships with first-line stakeholders.
Job Responsibilities
* Oversee operational risk of the Engineering organization developing platforms for AI/ML and Data serving
* Drive the thematic analysis of existing risks, internal / external events relating to AI/ML
* Participate and challenge first line technology and cyber risk mitigation strategies and overall execution in their development of AI/ML use cases
* Assess risk of AI/ML use for technology and cyber purposes
* Collaborate with Operational Risk Officers across Corporate Functions in AI/ML risk oversight activities
Required qualifications, capabilities, and skills
* Minimum 10 years of experience in a technology role
* Strong background in AI/ML and the technology used to build AI/ML solutions
* Strong understanding of Technology and Cyber assessment of technology systems
* Strong understanding of the Technology and Cyber threat landscape for AI/ML and associated mitigations
* Ability to collaborate with high-performing teams and individuals throughout the firm to accomplish common goals
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 ...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:09
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Job Description
\n AutoZone's store teams are the frontline of WOW! customer service, ensuring that customers find the right parts and solutions for their automotive needs.
Store employees maintain well-stocked inventory, assist customers with product selection, and provide expert advice to enhance the shopping experience.
They play a vital role in driving sales, maintaining store operations, and fostering a positive, knowledgeable retail environment.
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\n Be part of an energizing culture rooted in people and a commitment to delivering WOW! Customer Service.
As a Delivery Driver, you'll put your safe driving skills to work and enjoy career stability with endless growth opportunities.
AutoZone offers career stability and growth opportunities in an essential industry.
Plus, no Commercial Driver's License (CDL)is required, and you'll use company-provided vehicles! \n
Responsibilities
* Customer Service Excellence & Communication - Deliver WOW! Customer Service by engaging with commercial customers and DIY shoppers, providing clear and professional automotive advice and offering installation services.
* Leadership & Teamwork - Work closely with store personnel and commercial accounts, ensuring smooth team collaboration and strong customer relationships.
* Metrics Mindedness & Process Orientation - Maintain efficient delivery operations, meeting time and accuracy goals while following company policies.
* Delivery Operations - Drive company-provided vehicles, ensuring safe and timely deliveries of automotive parts to commercial customers.
Load and unload parts accurately per route schedules.
* Returns & Pickups - Collect returns, cores, and parts from nearby stores or outside vendors.
* Safety Compliance - Adhere to PPE (Personal Protective Equipment) guidelines and fleet safety policies to maintain a safe driving and working environment.
* Cash & Charge Transactions - Process customer payments securely and in accordance with company policies.
* Product Knowledge & Fleet Maintenance - Stay updated on promotions and automotive products through AutoZone systems.
Maintain delivery vehicles and report any issues promptly.
Qualifications
What We're Looking For
* Minimum Age Requirement: Must be at least 18 years old to apply.
* Valid Driver's License & Safety Compliance: Must possess a valid driver's license and adhere to AutoZone's driver safety requirements to ensure responsible and secure vehicle operation.
* Automotive Knowledge: Basic knowledge of automotive parts is required.
* Physical Requirements: Ability to lift, load and deliver merchandise.
You'll Go The Extra Mile If You Have
* Education: High school diploma or equivalent (GED)
* Exceptional Communication: Strong people skills and effective communication in both Spanish and English.
* Automotive Retail: Previous experience in automotive retail
* Hazmat Endorsement Preferred: A valid Hazardous...
....Read more...
Type: Permanent Location: Bardstown, US-KY
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:08
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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 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: Fremont, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:05
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Are you detail-oriented with strong analytical skills, capable of assessing and identifying key issues related to trade business products? If so, this is the team for you!
As a Commercial Letters of Credit Documents Examiner within the Trade & Working Capital team at JPMorganChase, you will be responsible for examining shipping/transport documents against Letters of Credit (L/C) and applicable rules, and processing payments/loans as a maker and/or checker.
You will also be responsible for ensuring seamless workflow, and expediting urgent transactions as per Service Level Agreements (SLA).
In this role, you will be responsible for examination of documents under Commercial Letters of Credit, processing payments thereto, and processing trade loans or other trade related payments.
You will be involved in working with various internal stakeholders for managing and ensuring all client transactions are completed within the agreed SLA, while working on all trade related projects and delivering them.
You will also be responsible for NIL production related incidents and uplifting SLA's while maintaining the control environment, and weekly and regular reporting to senior management.
The Trade & Working Capital provides its clients with financing, risk mitigation and processing of cross border import and export activity through multiple products and solutions.
We offer Documentary and Standby Letters of Credit, Guarantees, Collections, Supply Chain Finance, and Loan products.
Job Responsibilities
* Monitor work flow queues and assign transactions for processing to the team
* Examine shipping documents against the terms & conditions of complex Commercial Letters of Credit and provide 2nd check and release payments
* Monitor work flow queues and assign transactions to peers for processing
* Monitor, track and process assigned transactions
* Review and authorize transactions processed by peers
* Ensure all client transactions are managed end to end and completed within agreed SLA.
* Analyze processes and identify improvement areas, suggest action plan to improve the efficiency and turnaround time.
* Review NIL errors, incidents, data breaches, and sanctions/AML miss-outs.
* Build effective relationships with management and internal stakeholders, also should have ability to influence them where necessary.
Required qualifications, capabilities, and skills
* Minimum of 5 years of experience as an Examiner of Commercial Letters of Credit Documents.
* Strong Knowledge of Uniform Customs and Practice for Documentary Credits (UCP 600), International Standard Banking Practice for Examination of Documents (ISBP), Boycott regulations, Office of Foreign Assets Control compliance, and Anti- Money Laundering is required.
* Experience working with various stakeholders.
* Excellent communication skills, both written and verbal and capable of developing strong story boards to support senior management upd...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:05
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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 JPMorganChase within the Commercial & Investment Bank's Markets technology team , you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You will be responsible for managing and facilitating the onboarding process for clients using the Financial Information Exchange (FIX) protocol.
This role typically involves working closely with clients, internal teams, and external partners to ensure a smooth and efficient onboarding experience.
The FIX Onboarding Specialist will be responsible for leading the onboarding process for new clients and partners utilizing the FIX protocol.
This role requires a deep understanding of the FIX protocol, strong technical skills, and the ability to manage multiple projects simultaneously.
The ideal candidate will have excellent communication skills and a proven track record of successfully onboarding clients in a financial services environment.
Job responsibilities
* Lead the onboarding process for new clients and partners, ensuring a seamless integration with our trading systems.
* Serve as the primary point of contact for clients during the onboarding process, providing technical support and guidance.
* Collaborate with internal teams, including sales, technology, and operations, to ensure all client requirements are met.
* Configure and test FIX connections to ensure they meet client specifications and industry standards.
* Troubleshoot and resolve any technical issues that arise during the onboarding process.
* Develop and maintain comprehensive documentation for each client onboarding project.
* Provide training and support to clients on the use of our trading systems and FIX protocol.
* Continuously improve the onboarding process by identifying areas for improvement and implementing best practices.
* Stay up-to-date with industry trends and developments related to the FIX protocol and electronic trading.
* Adds to 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
* Strong understanding of the FIX protocol and electronic trading systems.
* Excellent problem-solving skills and attention to detail.
* Strong communication and interpersonal skills, with the ability to work effectively with clients and internal teams.
* Ability to manage multiple projects simultaneously and meet tight deadlines.
* Experience with scripting or programming languages (e.g., Python, Java) for automation and testing.
* Familiarity with network protocols and security practices.
Preferred qualifications, capa...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:04
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As a Servicing Travel Advisor Lead, you will play a pivotal role in shaping the travel experiences of our clients.
Your role will involve leveraging your knowledge of travel management and technology tools to efficiently coordinate travel logistics and resolve issues promptly.
Build strong relationships with clients, understand their needs, and use your analytical thinking to provide tailored solutions.
Y
Your attention to detail and commitment to delivering high-quality service will be crucial in meeting client expectations and enhancing their overall customer experience.
With your ability to influence and communicate effectively, you will play a key role in maintaining client satisfaction and propelling the success of our travel management operations.
Job responsibilities
* Coordinates and fulfill travel bookings for clients, ensuring all details align with their specific needs and preferences
* Utilizes travel management technology tools to streamline the booking process and enhance the client's travel experience
* Identifies and promptly resolve any complex travel-related issues, leveraging your understanding of travel policies and procedures to serve as the final escalation point
* Maintains professional relationships with clients, understanding their needs and providing tailored solutions to enhance their travel experience
* Monitors and analyzes itinerary details, coaching and mentoring junior advisors with your expertise in servicing processes and systems to enhance team efficiencies
Required qualifications, capabilities, and skills
* Extensive travel management experience, including understanding of travel policies and procedures
* Demonstrated ability to use travel management technology tools, such as GDS systems for booking, ticketing, and itinerary management
* Proven experience in managing client relationships, with the ability to anticipate client needs and provide tailored solutions
* Effective analytical thinking, with the ability to systematically evaluate and resolve travel-related issues
* Strong communication skills, with the ability to deliver clear and compelling messages in both written and verbal forms.
* Advance Excel skills a must have.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, 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...
....Read more...
Type: Permanent Location: Springfield, US-MO
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:02
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Join JPMorganChase's Securities Services team and help deliver innovative solutions to a diverse client base.
As a Client Solutions and Implementations Manager, you'll play a pivotal role in shaping client experiences and driving successful project outcomes across global financial markets.
As a Client Solutions and Implementations Manager, you will manage the end-to-end project delivery for new and incremental business within Securities Services.
You'll work with asset managers, hedge funds, banks, and other financial institutions, overseeing implementations that range from single products to complex, multi-entity deals.
Your expertise will ensure seamless onboarding, robust governance, and high client satisfaction, while you collaborate with internal partners and drive process improvements.
Job responsibilities
* Lead execution of key implementation projects, managing resources across multiple locations and disciplines
* Drive client requirements gathering, propose and influence target solutions
* Design, document, and secure sign-off on scope and solutions with internal partners
* Develop and manage project delivery plans, facilitate legal agreement negotiations, and execute plans with robust governance
* Actively mitigate and manage project risk, coordinate timely resolution of issues, and manage change
* Manage and motivate virtual teams, execute post-implementation reviews, and ensure compliance with controls and procedures
* Own project communication to internal and external stakeholders, delivering high levels of client satisfaction
Required qualifications, capabilities, and skills
* Working knowledge of multiple Securities Services products (Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Collateral Management, Prime Custody, Trading Services, Fusion)
* Project and program management skills
* Highly structured and methodical in execution
* Clear, articulate, and concise verbal and written communication
* Client-facing skills and proven ability to influence and work collaboratively with multiple internal disciplines
* Strong presentation skills and keen eye for identifying and resolving risks
* Ability to systematically remove ambiguity from projects and work well in an evolving environment
Preferred qualifications, capabilities, and skills
* 5-10 years in Financial Services, particularly Securities Servicing Industry
* 3+ years in a client-facing project management role or commensurate experience
* Ability to gain access to individuals within a wide range of functions; earn a reputation for integrity, intelligence, and problem solving
* Experience actively influencing senior executives at key clients
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:01
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We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Financial Institutions Group specifically in our Insurance Vertical.
Job Summary
As an Associate in the Financial Institutions Group, 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.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
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 or capital market 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
* Prior work experience in an investment banking front office role.
* A well-rounded academic background 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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:00
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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 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 60 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 60 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 no...
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Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-19 07:53:00
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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 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: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:59