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Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth and asset management.
We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.
Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation.
Driven by strategic partnerships with world-class wealth and asset management firms, such as BlackRock, Fidelity, J.P.
Morgan, Raymond James, and others, we've experienced breakthrough growth over the last two years.
Today, over 390 financial advisor firms have trusted over $60 billion in assets under supervision with 55ip.
Job summary:
As an Enterprise Business Development Associate within the Enterprise Solutions team at 55ip, you will be responsible for helping financial advisors understand the value of 55ip's Tax-smart Platform while offering timely, scalable solutions.
You will play a key role in driving platform adoption in partnership with the Advisor Success and Business Development Teams.
This role provides an opportunity to demonstrate your passion for the financial technology industry, offering solutions to a diverse group of Enterprise RIA and Wealth Management clients.
A successful candidate must demonstrate their capabilities to work cross functionally both internally throughout all 55ip functions, from Product, Quantitative Research, Technology, Sales, and Service to supporting and driving financial advisors to adopt 55ip's Platform and investment solutions.
Job responsibilities:
* Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the 55ip value proposition
* Provide superior client service by being responsive, thoughtful, and making the clients' needs the focus
* Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
* Partner with Enterprise ASM (Advisor Success Manager) by being completely aligned on the objectives needed to achieve the 55ip's asset (AUM) ramping goals
* Demonstrate effective relationship management skills by focusing on timely follow-up, advisor scheduling, and lead generation
* Convey the thought leadership of our Advisor Solutions team to aid clients' understanding of the ever-changing market landscape and how they can benefit from leveraging 55ip's platform
Required qualifications, capabilities, and skills:
* Bachelor's degree at minimum
* Passion for sales and the financial markets - understanding the value of tax management
* Proven results shown through sustainable achievement in a competitive environment
* Demonstrated ability to work in a team and collaborate cross functionally
* Ability to lear...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:59
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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 an Associate 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 welcome and assist clients that walk into our branches 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.
* 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.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* 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.
* 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
* 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.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
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Type: Permanent Location: West Jordan, US-UT
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:58
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The Strategy and Execution team is responsible for defining and articulating the Chief Data Office vision and strategy, and executing on strategic initiatives to deliver on the Chief Data Office roadmap.
The team leads strategic projects that enable Lines of Businesses and Corporate Functions with the tools and solutions to achieve AI-ready data, and effectively and efficiently manage data and privacy risk.
As a Strategic Program Director within the Firmwide Chief Data Office, you will be responsible for program managing transformation initiatives that deliver new and enhanced products, solutions, operating models and processes aligned to data across the Firm.
You will program manage large strategic change initiatives from initiation through to completion, including program planning, requirements analysis, co-ordination with Product and Technology teams, as well as firmwide groups, for design, development, testing, and implementation, managing transition / go-live phases.
Job Responsibilities
* Lead strategic change initiatives end-to-end from initiation through to completion, ensuring adherence to timelines, budgets, and quality standards
* Gather, synthesise and prioritise requirements from Lines of Businesses, Corporate Functions and firmwide stakeholders
* Partner with Product and Technology teams, along with firmwide groups, to oversee the design, development, testing, and implementation of initiatives, managing all phases of execution and transition/go-live.
* Develop business cases for strategic programs and acquire the necessary funding to deliver the roadmap
* Communicate the strategic roadmap and priorities to key stakeholders and senior management
* Establish governance frameworks to oversee delivery of the strategic roadmap, ensure stakeholder engagement and alignment, and deliver status updates
* Program manage large cross-functional teams across the firm and drive accountability with Lines of Businesses, Corporate Functions and firmwide stakeholders to deliver expected outcomes
* Identify potential roadblocks/emerging risks and escalate issues as needed
* Design program success measures and metrics aligned to organizational goals, and communicate progress and related reporting to senior executives
* Develop and maintain deep relationships with stakeholders across lines of businesses and functional areas
* Lead high performing strategic execution teams and effectively drive the team towards delivery milestones and Coach other team members and contribute to the wider group's objectives
Required qualifications, capabilities, and skills
* 10+ years of industry experience and BS/BA degree or equivalent experience/ Bachelor's degree in business, Finance, Economics, Math, Engineering, Data Science or other related area .
* Experience managing strategic or transformational change, or product development
* Demonstrated ability to manage tight delivery timelines, and ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:57
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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...
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Type: Permanent Location: Petoskey, US-MI
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:56
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:56
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Sherman, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:55
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If you are passionate about leveraging modern technology to create innovative solutions and drive customer success, you have found the right team.
As a Product Manager within the Service Product Group, in View Accounts Customers and Accounts team, you will be a pivotal leader in shaping the future of product innovation.
You will bridge the gap between technologies and user needs, driving value for customers, and guiding successful product launches.
You will be responsible for developing profitable products that provide customer value, ensuring top-tier client experiences, and collaborating closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Conduct research and industry-specific trends to identify product opportunities and define product strategy
* Develop and communicate a compelling product vision, define the Minimal Viable Product (MVP), and deliver product increments using Agile best practices
* Work with data scientists, engineers, analysts, and software developers to guide the development of solutions that align with business goals
* Drive product adoption by delivering compelling pitches to financial executives and guide complex, multi-month pilot programs
* Manage a product roadmap that clearly maps future releases to long-term product strategy and ensure compliance with required standards and best practices
* Develop product strategies and product visions that delivers value to customers
* Manage discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Own, maintain, and develop a product backlog that enables development to support the overall strategic roadmap and value proposition
* Build framework and track the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, skills, and capabilities
* 12+ years of product management experience, or 8+ years of equivalent experience in a relevant domain
* Advanced knowledge of the product development life cycle, design, and data analytics and able to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Technical Acumen: Strong grasp of data science and machine learning principles, and robust understanding of AI technologies
* Strategic Thinking: Able to align product strategies with overall business goals while identifying opportunities for growth
* Effective communication with both technical and non-technical stakeholders
* Agile Methodologies: Familiarity with agile practices for iterative development and rapid prototyping
* Collaboration in Matrixed Organization: Experience delivering enterprise products at scale and managing product solutions with multiple cross-functional stakeholders
This role is not eligible for visa spons...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:54
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If you are customer focused, enjoy building relationships, leading teams, and providing financial advice to commercial banking clients that serve the needs of unique and specialized industries, a role as the Industry Manager in Middle Market Banking is for you.
As an Industry Manager you will drive and oversee strategic initiatives within the Commercial Bank's Aerospace, Defense, and Government Services (ADG) segment.
Your role is to hire, develop, and direct team members in their business development efforts to grow and retain profitable banking relationships with federal government contractors.
In this role you will be expected to set strategic direction, drive national revenue and profitability growth, and ensure our success within the industry from origination to delivery.
You will enable your team to offer solutions to clients across various product sets, including Treasury Services, Asset Management, Credit, and Investment Banking.
This role requires national travel as well as close collaboration with leaders within the Middle Market Banking and Specialized Industries organization and across the firm, including but not limited to Middle Office, Risk, Private Bank, and Investment Banking partners.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Ten plus years account relationship management experience with a focus on Aerospace, Defense and Government Contracting business relationships
* Understanding of Commercial Banking products and services with knowledge of the region
* Strong interpersonal and influencing skills and ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor with proficiency in building and maintaining positive client relationships
* Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team
* FINRA Series 24, 63, 79 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
* Creative solution and problem-solving abilities and excellent business judgment with the ability to multitask
* Bachelor's degree
Preferred Qualifications, Capabilities and Skills
* Master's degree and formal credit training
* Strong technology experience: digital background
* Excellent leadership and organizational skills and the ability to manage, prioritize, work under pressure with excellent communication skills
* Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
JPMorganChase, one of the old...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:53
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Wilton, US-CT
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:53
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Sherman, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:52
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We are looking for highly-motivated individuals eager to start their career in a leading financial institution!
Become an integral part of our JPMorganChase team! Each day will be unique - bring a positive attitude, entrepreneurial spirit and get ready to roll up your sleeves.
This position is an essential part of the team and will have exposure to several aspects of running a banking office.
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.
The program is designed to provide a fixed-term on the job experience, and you will be expected to be available to work full time, starting from early June 2026 and for a period of up to 10 weeks.
Roles exist in several areas across our lines of businesses.
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...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:51
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We are looking for highly-motivated individuals eager to start their career in a leading financial institution!
Become an integral part of our JPMorganChase team! Each day will be unique - bring a positive attitude, entrepreneurial spirit and get ready to roll up your sleeves.
This position is an essential part of the team and will have exposure to several aspects of running a banking office.
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.
The program is designed to provide a fixed-term on the job experience, and you will be expected to be available to work full time, starting from early June 2026 and for a period of up to 10 weeks.
Roles exist in several areas across our lines of businesses.
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...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:51
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We're looking for a tech leader ready to take their career to new heights.
Join the ranks of top talent at one of the world's most influential companies.
As a Senior Principal Software Engineer at JPMorgan Chase within Consumer & Community Banking, you will utilize your extensive engineering expertise to collaborate across agile teams, enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
You will leverage your deep knowledge to consistently challenge the status quo, promote innovation for business impact, and lead the strategic development of new and existing products and technology portfolios.
Additionally, you will stay at the forefront of industry trends, best practices, and technological advancements.
Job responsibilities
* Advises cross-functional teams on technology selection to achieve target state architecture and decisions on improvements to current technologies
* Creates complex and scalable coding frameworks using appropriate software design
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Serves as the function's go-to subject matter expert
* Contributes to the development of technical methods in specialized fields in line with the latest product development methodologies
* Creates durable, reusable software frameworks that improves velocity and quality of output across teams and functions
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience
* Strong platform and infrastructure engineering experience, especially experience developing and running large scale multi-tenant cloud infrastructure and platforms
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Expert Expertise in one or more programming language(s), e.g.
Golang, Java
* Advanced knowledge of software architecture, application development, and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Experience applying expertise and new methods to determine solutions for complex architecture problems in one or more technical disciplines
* Ability to present and effectively communicate to senior leaders and executives
* Practical cloud native experience across one or more public cloud providers e.g.
AWS, Azure, and GCP
* Deep knowledge on Terraform, Pulumi, Helm charts, Kubernetes
Preferred qualifications, capabilities, and skills
* Prior experience on developing and operating large scale Infra and Platform as a Service, on both control and data planes.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a b...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:50
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Transition Management is responsible for the legal and operational structuring, end-to-end coordination, and integration of all new clients onto the Prime Financial Services (PFS) platform.
The aim is to deliver a seamless and timely multi-asset class onboarding for our clients, spanning multiple products, including Equity and Fixed Income Prime Brokerage, Foreign Exchange Prime Brokerage, Futures and Derivatives Clearing, Equity Derivatives, and Repo Financing.
Job responsibilities
* Participate and eventually lead onboarding deal teams to deliver the firm in an integrated and seamless way to clients during the onboarding process.
* Establish and maintain relationships with primary client contacts, such as COOs and CFOs, ensuring requirements are delivered with urgency.
* Manage a varied client base including Hedge Funds, Alternatives, Banks, Asset Managers, and Pension Funds.
* Translate client strategy and structure, along with margin and financing needs, to relevant J.P.
Morgan products and legal entities.
* Develop and maintain a strong understanding of the PFS product suite, consulting with clients from pre- to post-go-live.
* Understand commercial and risk asks of clients from a new launch perspective, engaging clients across all products and legal agreements.
* Direct the delivery of client onboarding through go-live, building strong relationships with internal partner teams.
* Serve as initial point of escalation internally and for clients, demonstrating self-solve abilities and challenging the status quo.
* Become a point of contact for data aggregation, tailored communications, and establish procedures and templates for initiatives.
Required qualifications, capabilities, and skills
* 1-3 years in a client-facing role within the financial services industry
* General understanding of the alternatives and institutional client landscape, with insight into the financing and clearing products used in their strategies
* Ability to build meaningful relationships with clients and internal partner groups
* Solutions-oriented with strong project management and organizational skills; ability to prioritize, multi-task, and deliver within tight and changeable timeframes
* Confident, driven, proactive self-starter able to work independently and escalate issues when required
* Inquisitive and investigative, eager to embrace new challenges and learning opportunities
* Experience with business analytics tools to initiate process improvements and create templates for client materials is advantageous
* Bachelor's degree or equivalent
* FINRA Series 7 and 63 registered or able to be obtained shortly after hire
Preferred qualifications, capabilities, and skills
* Experience with business analytics tools for process improvements and client materials
* Advanced degree or relevant certifications
* Strong communication and presentation skills
JPMorgan...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:50
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:49
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Marietta, US-GA
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:48
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Palm Springs, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:48
-
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: Buffalo, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:47
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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: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:46
-
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: Rockledge, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:45
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Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences.
Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Product Delivery Manager within Wholesale Payments, Small & Medium Business Product, you focus on enhancing and optimizing product delivery to customers.
You play a crucial role in developing solutions and efficiencies that facilitate successful and timely implementations in a structured manner.
Job responsibilities
* Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
* Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
* Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
* Lead end-to-end product delivery including intake, dependency management, risk materiality assessment, IT sprint development, change management, marketing, communication, testing, operationalization, production readiness and release management.
* Lead the completion of product and service change management activities across functional partners and ensures adherence to the Firm's risk, controls, compliance, and regulatory requirements.
* Work with stakeholders across multiple lines of business to effectively manage all resources, dependencies and timelines, monitor and remediate blockers, and ensure adequate resourcing for the life of the project.
* Assist the Portfolio & Product Delivery Management Manager, Product Owners and Product Managers with quarterly planning and book of work management.
* Manage and socialize comprehensive program plans, executive summaries, meeting minutes, risks, issues, and decisions, and maintain excellent data integrity within project management tools and repositories (such as JIRA, SharePoint, Confluence), and adhere to all product and project management controls throughout the program's duration to ensure continuous audit readiness.
* Quickly identify risks, issues, define mitigation plans and escalate appropriately and drive remediation.
Drive strategic discussions, feasibility studies, root cause analysis, help identify any product or process gaps.
* Engage with Scrum of Scrums, Scrum Master's and Tech Leads across multiple product areas in order to keep pulse on IT and non-IT related activities.
* Exhibit thought leadership with a client-focused approach to develop solutions that are impactful for clients and contribute to business growth.
Assist with coordination of activities executed b...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:44
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The Southern Region Senior Event team plans, creates and executes client event activities from concept through execution and evaluation for the Southern Region of J.P.
Morgan's Private Bank.
Working in a dynamic environment you will play a key role in the event strategy for the market bringing creative ideas, event concept ideation, suggested venues and proposed content to the market with considerable thought to strategic execution.
As an Events Management Senior Associate, within the Asset Management Events Team, you will report to the Head of South Private Bank Events supporting the South Region and plan/execute client events from concept through execution and evaluation.
You will play a key role in the event strategy for the markets you cover, bringing creative ideas, suggested venues and proposed content to the market with considerable thought to strategic execution.
The job demands interaction with colleagues on the global events team and the larger marketing group, bankers and product partners, and senior management so that we can ensure a consistent and distinctive experience for clients which underscores our business strategies.
You will primarily focus on local/regional client events but can be involved in large events targeting a global client base.
Job responsibilities
* Understand business objectives and developing an event strategy that supports business goals
* Create high-touch events consistent with J.P.
Morgan Private Bank brand standards
* Manage events from start to finish, including maintaining the event calendar and budgets, negotiating with vendors, processing invoices, and producing event materials.
* Manage onsite event staffing which may include registration desk management, distribution of materials, oversight of presentations/AV needs, speaker handling, and coordination with vendors
* Drive strong data management, including RSVP tracking pre and post event and ROI analysis
* Think strategically with the ability to problem solve and offer creative solutions
* Monitor venues and stay on top of what's new in the area.
* Liaise with other JPMorganChase lines of business to leverage and consolidate ideas, share resources, and cross-sell event opportunities
* Participate in weekly regional team meetings, budget calls, and multiple banker meetings providing event updates
Required qualifications, capabilities, and skills
* A 6+ years prior experience in event management related activities
* Strong proficiency in Microsoft Excel, Word & PowerPoint
* Excellent oral and written communications skills
* Ability to work early morning and late evening events and ability to travel
* Ability to prioritize tasks and communicate clearly amongst a variety of personalities
* Excellent organizational skills and extreme attention to detail
Preferred qualifications, capabilities, and skills
* Prior experience in financial services
JPMorganChase, one of the ...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:43
-
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: Clermont, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:42
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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 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.
* Reading and speaking in both English and Korean fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to inf...
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Type: Permanent Location: Flushing, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:41
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Join our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment.
As a Payments Sales Support Associate in the Global Payments Corporate Sales organization within the Multinational Corporations vertical, you will provide sales support to Payments Sales Managers (PSMs) and Payments Client Managers (PCMs).
This role is critical in ensuring the smooth expansion of our sales relationships and execution of our sales processes for the North America subsidiaries of Multinational Corporations.
Job responsibilities:
* Assist in the creation and customization of client presentations to support Sales initiatives
* Conduct data analysis to provide insights and recommendations for client development strategies
* Collaborate with sales teams to identify opportunities for client growth and engagement, document deal solutions and proposals, prepare materials for client presentations and negotiations
* Support the development and maintenance of account plans, and assist in the preparation of documentation for account reviews and strategy sessions
* Schedule and coordinate client calls and meetings for Sales, ensuring all logistics are handled efficiently
* Prepare and distribute client briefings to relevant stakeholders before meetings, and document and distribute call reports capturing key discussion points and action items
* Monitor and update the Sales pipeline, ensuring accurate and timely data entry
* Track the progress of Sales opportunities and provide regular status updates to the Sales team
* Identify potential bottlenecks in the sales process and suggest improvements
* Operate with a risk-based mindset with strict adherence to compliance and controls
* Ensure quality output of work product in accordance with brand and company standards
Required qualifications, skills and capabilities:
* 2+ years of experience in a sales, client management, relationship management or related field
* Strong organizational and multitasking skills with attention to detail
* Excellent communication and interpersonal skills
* Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software
* Ability to analyze data and generate actionable insight
* Self-motivated and able to work independently as well as part of a team
Preferred qualifications, skills and capabilities:
* Payments Experience
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 competit...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-19 07:52:41
