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Job Summary
As an Analyst in the FinTech, Wealth, and Asset Management team, 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.
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
* Prepare detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Participate in undergraduate 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, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orient...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-09-23 12:35:57
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At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
* Developing skills in using AI technology for automation and prompt writing
Work Schedu...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-09-23 12:35:50
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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: Altamonte Springs, US-FL
Salary / Rate: Not Specified
Posted: 2026-09-23 12:35:38
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Delafield, US-WI
Salary / Rate: Not Specified
Posted: 2026-09-23 12:35:33
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You are customer focused, enjoy building relationships and bringing in new clients.
A role as a Business Development Executive is for you.
As a Business Development Executive on the Healthcare Services, Emerging Middle Market Banking team, you will be responsible for acquiring profitable relationships, while championing a culture of innovation and a customer centric mindset.
The Healthcare Services team is part of J.P.
Morgan's Commercial Banking and Specialized Industries group.
Reporting to the Industry Executive, you will be responsible for leading the business development efforts for Emerging Middle Market Healthcare Services in the East region.
Your primary role will be to help grow the business through client acquisition.
You will be responsible for identifying and qualifying prospects through direct outreach, development of relationships with centers of influence and external industry events and introducing our banking team, credit staff and other product partners as appropriate.
This role is an opportunity to showcase your experience in business development, your ability to work independently, and your excellent partnership and marketing skills.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management and Investment Bank colleagues, to introduce our prospects to our product capabilities
* Propel top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance
* Serve as mentor and coach to the banking team and lead prospecting activities.
This may include cross-selling of existing clients when appropriate
* Measure success by your effectiveness in many marketing areas, including but not limited to: calling activity, proposal generation, revenue generation, risk mitigation, ability to build successful relationships with centers of influence, and propensity to help build the franchise for the long term
Required Qualifications, Capabilities and Skills
* 10 years of direct client management, lending, credit support, or similar industry related experience
* Extensive knowledge of Commercial Banking products and services
* Experience in cross-selling products, and a track record of meeting or exceeding sales goals
* Strong business development skills; including tactical selling and negotiation
* Ability to partner well, i.e., develop and maintain positive and productive internal relationships with product partners, credit executives, senior management, client service, etc.
* Excellent verbal and written communication skills - including proposal writing and public speaking
Preferred Qualifications, Capabilities and Skills
* Bachelors degre...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-09-23 12:35:29
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Are you passionate about technology and law? Join a global team where your expertise in data, analytics, and artificial intelligence will help shape the future of financial services.
As a Vice President, Assistant General Counsel, you will collaborate with business leaders and technologists, negotiate complex agreements, and provide strategic legal advice in a dynamic, innovative environment.
We value diverse perspectives and offer opportunities for growth, impact, and professional development.
As a Vice President, Assistant General Counsel in the Innovation, Data, Analytics & Artificial Intelligence Legal team, you will primarily advise and counsel our Payments' Chief Data & Analytics Officer for the Commercial and Investment Bank and other business partners on legal matters related to data, analytics, and AI products and services.
You will help support our businesses selling data and analytics products by negotiating client agreements and by advising on markets expansion of their data and analytics products.
You will be part of a collaborative, global team committed to integrity, inclusivity, and excellence, helping drive responsible innovation and business success.
Job Responsibilities
* Advising on drafting and negotiating client- and customer-facing contracts
* Assisting with providing day-to-day legal advice and counsel to internal Payment's clients and partners and other businesses in connection with the development, implementation and maintenance of data, analytics, AI or other related technology products and services
* Collaborating with business teams, as well as colleagues in Legal, Risk, Compliance and other control functions to address and resolve complex issues
* Advising internal clients on relevant legal, regulatory and market developments in the data, analytics and AI industries
Required Qualifications, Capabilities, and Skills
* Qualified lawyer with minimum 6 years of legal experience
* Excellent analytical, drafting, negotiating and commercial skills
* Experience practicing with a law firm, financial institution or technology company
* Ability to prioritize work, effectively manage many issues at one time, and interact effectively with senior management
* Ability to understand business needs and develop collaborative relationships with internal partners across the supported businesses
* Effective and efficient problem solver; strong organizational and project management skills
* Strong drafting, negotiation, and legal analytical skills
* Excellent written and oral communication skills
* Ability to prioritize and manage workflow in a multi-jurisdictional environment
* Compliance with relevant licensing requirements for the jurisdiction
Preferred Qualifications, Capabilities, and Skills
* Knowledge of intellectual property, data management, artificial intelligence or analytics is a plus, or related corporate transactional or litigation experience w...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-09-23 12:35:20
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Bring your Expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Risk Management Quant Modeling Lead/Vice-President in the MRGR CCB Marketing team, you independently assess and challenge marketing models supporting customer acquisition, engagement, retention, cross-sell, pricing, profitability, and optimization.
You work closely with model developers, business stakeholders, governance teams, and senior leadership to ensure models are conceptually sound, fit for purpose, and compliant with the Firm's Model Risk Management framework.
You help us stay current with emerging AI and LLM developments and communicate actionable recommendations for risk management.
Job responsibilities:
* Lead and conduct independent model validation and governance activities across CCB Marketing
* Assess conceptual soundness, implementation accuracy, performance, limitations, and business suitability of statistical, machine learning, and AI models
* Review traditional regression, decision tree, and advanced machine learning models, including neural networks, transformers, recommender systems, reinforcement learning, Generative AI, LLM-based solutions, and agentic systems
* Communicate model risk assessments and validation findings through technical reports and presentations
* Maintain model risk control apparatus and serve as first point of contact for stakeholders
* Stay current with emerging AI and LLM developments and assess their application within business workflows
* Provide actionable recommendations for risk management
* Collaborate with model developers, business stakeholders, governance teams, and senior leadership
* Ensure models are compliant with the Firm's Model Risk Management framework and regulatory expectations
* Escalate material model issues appropriately
* Present complex AI concepts to technical and non-technical audiences
Required qualifications, capabilities, and skills:
* Master's or PhD in Mathematics, Statistics, Computer Science, Engineering, Economics, Quantitative Finance, or related field
* Minimum 6 years of relevant hands-on experience
* Hands-on experience with applied AI/ML and strong understanding of GLMs, tree-based models, deep learning, transformers, LLMs, and modern AI techniques
* Strong foundation in statistics and machine learning techniques
* Experience with Python and machine learning frameworks such as PyTorch, TensorFlow, XGBoost, or LightGBM
* Excellent written and verbal communication skills...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-09-23 12:35:16
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorganChase within the Corporate Sector's AI/ML & Data Platforms team , you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Designs and implements secure Data Lake solutions within the AWS environment.
* IaaS (Infrastructure As A Code) development including Terraform configuration script, Python scripts or Java programming to create services and resources in AWS Cloud environment.
* Explores and evaluates new Data Management features offered by AWS.
* Drives team adoption of enterprise-authorized AI-assisted engineering practices within the work environment to improve code quality, delivery speed, and operational outcomes (e.g., AI-assisted code review/refactoring, MCP server creation, test strategy acceleration, incident/root-cause analysis support), while establishing consistent validation standards (secure coding, peer review, automated testing) and promoting reuse of effective patterns across the team.
* Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation.
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Collaboration with different teams to execute software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems.
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on experience in AWS, especially in Data Management arena such as Glue, EMR, Athena, Redshift, and Lake Formation.
* Proficient in Python, Java, and database query languages for applications development, debugging, and maintenance in a large corporate environment
* Demonstrated experience leading effective use of approved AI-assisted software development tools (e.g., for coding, code review, test acceleration, troubleshooting) with the ability to set t...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-09-23 12:35:12
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J.P.
Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial role in delivering our Trusts and Estates services.
You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, communicating with beneficiaries and co-trustees, and handling ongoing day to day administration of accounts.
You will also be responsible for risk management, client relationship management, and personal development and training.
This role provides an opportunity to develop your skills in the trust and estates industry, work with a diverse range of clients, and contribute to a team with a long history of excellence in serving as a corporate fiduciary for families.
Job Responsibilities:
Technical and Risk Management
* Work with the Account Opening Group to open trust accounts.
Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records.
Communicate with beneficiaries and co-trustees to outline administrative procedures
* Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with the Trust Officer
* Work with the Tax Officers and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries
* Respond to requests from beneficiaries for discretionary distributions.
Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee.
Confer with co-trustee (if any) to obtain their approval.
Coordinate with Trust Officer on the communication of the decision to client and follow-up action on the request as necessary
* Handle ongoing day to day administration of account, and proactively manage account base in an effort to avoid and minimize service and operational issues.
Oversee the work performed by various operational groups.
Identify risk that might be incurred in connection with a trust, consistent with any applicable policies and procedures governing the risk in question.
Utilize risk management tools, such as the overdraft report, daily transaction report, Administrative Review, Holistic Review and the AAR Variance Report to ensure that all exceptions are properly addressed and kept to a minimum
* Communicate with In...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-09-23 12:35:07
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Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges.
Collaborate closely with diverse teams, be the catalyst for transformative client experiences, and redefine solution-oriented success.
As a Client Solutions Architect Manager in Embedded Finance & Solutions you are an integral part of a team that innovates and supports the sales process for the technical adoption of comprehensive product solutions for clients with complex challenges.
Leveraging your technical expertise in specific products and industries, you develop viable solutions that add value to clients, track how clients are using our products, and ensure results are realized.
You own the intersection of client strategy and product capability.
You lead client engagements end-to-end - uncovering business problems, designing payment solutions, building the commercial case, and quarterbacking cross-functional teams to get deals closed and clients live.
You are equal parts strategist, storyteller, and dealmaker.
Embedded Finance & Solutions (EF&S) drives simple, safe and intelligent embedded payment experiences for clients and their counterparties.
EF&S serves as a platform orchestration layer across Payments- and firm-wide capabilities, driving growth through how those capabilities are orchestrated, packaged and delivered.
EF&S manages a portfolio of products at all stages of the growth lifecycle, serving as a center of excellence for fraud prevention and helping grow cross-payments solutions for various industries.
Like leading fintechs, EF&S focuses on orchestration, modularity and embedded integration, but operating inside a regulated global bank, EF&S leverages the firm's fortress balance sheet, trust and risk capabilities, and unique data assets to make controls and compliance explicit and configurable for our clients.
We help our clients grow their businesses by better serving their customers, powering new businesses and revenue streams while making operations more efficient
Job responsibilities
* Own the solution strategy and commercial outcome for the firm's largest embedded payments clients - shaping how our products fit their business model, building the case for value, and driving the deal from first conversation to signed mandate.
* Engage client stakeholders across business and technology - from CFOs and Heads of Product to engineers and architects.
This is not a technical-only role: you must be equally effective selling the business case to a COO as you are whiteboarding an integration with a developer.
* Own the client engagement lifecycle from discovery through mandate: lead workshops to uncover pain points, define target-state solutions and funds flows, and build the commercial case that wins the deal.
* Quarterback deals end-to-end internally - aligning Legal, Risk, Product, Compliance, and Engineering to move from concept to signed mandate to live client.
* Support...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-09-23 12:35:03
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorganChase within the Consumer & Community Banking, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities:
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Drives team adoption of enterprise-authorized AI-assisted engineering practices within the work environment to improve code quality, delivery speed, and operational outcomes (e.g., AI-assisted code review/refactoring, test strategy acceleration, incident/root-cause analysis support), while establishing consistent validation standards (secure coding, peer review, automated testing) and promoting reuse of effective patterns across the team.
* Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation.
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
Required qualifications, capabilities, and skills:
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Demonstrated experience leading effective use of approved AI-assisted software development tools (e.g., for coding, code review, test acceleration, troubleshooting) with the ability to set team expectations for validating AI outputs for correctness, performance, and security.
* Strong understanding of responsible AI use in engineering workflows, including data sensitivity considerations, secure handling of inputs/outputs, and adherence to resiliency and security expectations; experience coaching engineers on safe, compliant adoption within delivery practices
* Advanced proficiency in programming languages (Java, Python, C#, etc.)
* Hands-on work with Large Language Models (LLMs) a...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-09-23 12:34:58
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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 informatio...
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Type: Permanent Location: Fort Wayne, US-IN
Salary / Rate: Not Specified
Posted: 2026-09-23 12:34:54
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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 an Investment Specialist in the U.S.
Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
* Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
* Develop investment policy statements and advise on asset allocation
* Closes sales of complex investment products
* Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
* Build excellent working relationships with internal clients
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
* Provide guidance to junior staff
Required Qualifications, Capabilities, and Skills
* 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
* Seven plus years of experience in Private Banking or Financial Services industry
* Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, and Skills
* MBA or CFA preferred
* Prior experience providing complex investment solutions to individuals
* In depth experience and/or knowledge of hedge funds, private equity and alternative investments
* Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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, skil...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-09-23 12:34:51
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Job Summary
As an Associate in our Natural Resources 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, 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 ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-09-23 12:34:47
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If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you.
Join our team and help us develop game-changing, high-quality solutions.
As a Senior Lead Architect at JPMorganChase within Payments Technology - Commercial Card, you are an integral part of a team that develops high-quality architecture solutions for modern, scalable, resilient, and AI-enabled payment platforms.
You partner closely with product and engineering teams to define architecture, guide technical decisions, and contribute hands-on to the design and implementation of critical Commercial Card capabilities.
Your expertise drives meaningful business outcomes and helps shape the target state architecture across cloud, data, and AI-adjacent systems.
Job responsibilities
* Represent Commercial Card platforms or product areas in architecture and technical governance forums
* Provide feedback on architecture standards and propose improvements, including guardrails for AI usage and automation in regulated environments
* Guide evaluation of existing and emerging technologies, including AI-assisted development tools and intelligent platform capabilities
* Provide technical guidance to engineering teams, product partners, contractors, and vendors, enabling AI-augmented engineering workflows
* Design, develop, review, and debug secure, high-quality production code, including reference implementations and architectural patterns
* Influence decisions related to product design, application behavior, and technical implementation approaches, focusing on scalability, resiliency, and intelligent automation
* Serve as a recognized subject-matter expert within a defined domain or capability area
* Advocate firm-approved frameworks, tools, AI-enabled SDLC practices, and continuous improvement within the engineering community
* Influence peers and stakeholders to consider modern, fit-for-purpose technologies, patterns, and delivery models
* Promote a culture of collaboration, inclusion, continuous learning, technical excellence, and responsible adoption of AI
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Strong hands-on experience delivering system design, application development, testing, and operational stability
* Advanced proficiency in one or more programming languages, platforms, or architectural styles
* Solid knowledge of software architecture, application design, and technical processes, with depth in one or more domains (e.g., cloud, distributed systems, data, AI/ML-adjacent architectures)
* Ability to independently solve complex design and functionality problems with limited oversight
* Practical experience building and operating cloud-native solutions
* Ability to evaluate current and emerging tec...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-09-23 12:34:42
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Asset & Wealth Management Marketing Team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities:
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems.
* Lead a team of high-potential software engineers, delivering high quality software that achieves functional objectives.
* Develops secure high-quality production code, and reviews and debugs code written by others.
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems.
* Leads evaluation sessions with business stakeholders, and internal teams to drive outcomes.
* Oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture.
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies.
* Stay up-to-date with emerging technologies and industry trends to drive innovation and continuous improvement.
* Implement data governance and best practices to ensure data quality and compliance with organizational standards.
* Drives team adoption of enterprise-authorized AI-assisted engineering practices within the work environment to improve code quality, delivery speed, and operational outcomes (e.g., AI-assisted code review/refactoring, test strategy acceleration, incident/root-cause analysis support), while establishing consistent validation standards (secure coding, peer review, automated testing) and promoting reuse of effective patterns across the team.
* Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation.
Required qualifications, capabilities, and skills:
* Formal training or certification on software engineering concepts and 5+ years of applied experience.
* Proficient in development skill Java 21 and Python building into the public and private cloud in CI/CD strategies.
* Hands on practical experience delivering system design, application development, testing, and operational stability.
* Proficiency in automation and continuous delivery methods.
* E...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-09-23 12:34:38
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The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions.
This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client.
The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service.
As a Client Specialist within J.P.
Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions.
You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel.
You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts.
This role requires an autonomous, sophisticated wealth expert who will focus on creating new and deepening existing wealth relationships with high net worth and ultra-high net worth clients across JP Morgan Wealth Management.
You will address clients' wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell wealth management services, and ensure we have a holistic view of clients' wealth and planning needs.
Your new business generation will come from three primary sources:
* Bank-referred opportunities
* Existing wealth clients
* Your own business development efforts
In partnership with wealth advisors and private client bankers, you will uncover opportunities with existing and prospective high net worth and ultra-high net worth clients.
Your focus will be generating new business.
You will not have a "book" of clients or ongoing relationship management responsibilities.
Job Responsibilities
* Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
* Engage with Wealth Advisors on deepening existing wealth relationships
* Deliver initial wealth management counsel to prospects and clients recommend customized wealth solutions and the right team to serve their needs
* Generate new assets under management through a focused sales process
* Keep abreast of trends and strategies in wealth management
Required qualifications, capabilities, and skills
* Series 7, 63, and 65 and insurance licensed
* College graduate with 7+ years of industry experience
* Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients
* A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas
* A self-confident, proactive professional with the maturit...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-09-23 12:34:33
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Job Title: Treasury Manager
Location: Portland, OR
Company: Campbell Global - A J.P.
Morgan-owned Timberland Management Organization
Position Overview: The Treasury Manager is responsible for overseeing the company's treasury operations across our clients' global portfolio.
This role ensures optimal liquidity management, risk mitigation, and strategic financial decision-making to support business growth and operational excellence.
Key Responsibilities:
* Manage client daily cash operations, including cash positioning, forecasting, and liquidity management across multiple geographies (U.S., Chile, Australia, New Zealand).
* Develop and maintain robust cash flow forecasts, ensuring accuracy and alignment with client objectives.
* Coordinate with FP&A on activities including budgeting, forecasting, variance analysis, and management reporting.
* Oversee banking relationships, negotiate terms, and ensure compliance with internal policies and external regulations.
* Support capital allocation decisions, debt management, and investment strategies in coordination with senior leadership.
* Identify and mitigate financial risks, including foreign exchange, interest rate, and counterparty risks.
* Manage corporate and client insurance policies including annual renewals, event reporting, and compliance with client requirements.
* Collaborate with cross-functional teams to drive process improvements and enhance financial controls.
* Ensure compliance with corporate and client financial reporting requirements including preparation and submission of Form ADV, Form PF, and other filings.
Qualifications:
* Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred.
* Holder of the Certified Treasury Professional (CTP) designation strongly preferred.
* Minimum 5 years' experience in treasury and FP&A roles, preferably in asset management or forestry/timberland sectors.
* Strong analytical, problem-solving, and communication skills.
* Proven track record in cash management, financial modeling, and risk mitigation.
* Experience with treasury management systems and advanced Excel skills.
* Ability to operate effectively in a fast-paced, global environment.
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 ...
....Read more...
Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2026-09-23 12:34:30
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Your next role should amplify your impact and accelerate your growth.
Join a collaborative, hands-on team building reliable platforms at scale.
You'll work close to architecture and production, turning complex requirements into simple, secure solutions that stand up in regulated environments.
As a Senior Manager of Engineering at JPMorgan Chase within Commercial and Investment Bank, Trade Finance team, you lead multiple squads to design, build, and operate Java-based platforms that power high-volume transactional and batch workloads.
You partner across product and engineering to deliver secure, reliable services, and you're comfortable diving into code, performance data, and production issues when needed.
We value practical leadership, clear communication, and accountability for outcomes.
Job responsibilities
* Provide architectural oversight for Java-based enterprise platforms with a focus on performance, reliability, and operability.
* Guide APIs and microservices design; evolve event-driven and messaging patterns for scale and resilience.
* Lead modernization across legacy, cloud, and hybrid environments; enforce secure design and compliance guardrails.
* Provide direction, oversight, and coaching for entry- to mid-level engineers; grow talent and raise engineering standards.
* Own delivery outcomes across multiple squads, including planning, release readiness, and dependency management; be accountable for resource and budget decisions.
* Ensure successful collaboration across teams and stakeholders; align product, engineering, operations, and risk on priorities and outcomes.
* Identify and mitigate delivery risks and issues across the portfolio of work; escalate with urgency when needed.
* Utilize cutting edge Gen AI to provide guidance, craft strategies on how to utilize Gen AI and LLM in operational workflows
* Lead incident response and root-cause analysis; drive corrective and preventive actions to improve stability.
* Lead UX design for customer facing apps and provide guidance on how to transition customer facing app to next gen touching every point of customer interaction
* Provide input to leadership on budget, approach, and technical trade-offs to improve efficiency and functionality
Required qualifications, capabilities and skills
* Formal training or certification on Software Engineering concepts and 5+ years applied experience.
In addition, 2 + years of experience leading technologists to manage and solve complex technical items within your domain of expertise
* Experience in hiring, developing, and mentoring talent and guide teams to deliver against strategic initiatives.
* Strong hands-on experience in Java-based platforms and other languages like React, Python, C#, Golang operating in production at scale.
* Expertise with Linux and UNIX, including batch processing, job scheduling, log analysis, and performance troubleshooting.
* Design and ope...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-09-23 12:34:27
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Be at the center of risk management for a global leader in Securities Services.
Your expertise will help drive the safety and soundness of our business, supporting institutional clients and enabling innovation across markets.
As an Associate in Exposure Management, you will play a critical role in overseeing and analyzing exposures for the Global Securities Services group, with a primary focus on the North America business.
You'll work closely with trading desks and risk teams, ensuring robust risk culture, compliance, and effective communication across regions and products.
This is an opportunity to make a direct impact on the firm's risk management and client service.
Job responsibilities:
* Develop a healthy risk culture with the desk that fosters information sharing, awareness of firm policies, and escalation of key issues.
* Manage multiple projects focused on the development and continued improvement of exposure reporting and processes.
* Monitor and analyze market trends and movements, relate them to desk activities, and share insights with the global team.
* Review proposed trades, participate in client prospect meetings, and ensure sufficient capitalization for exposures taken in each transaction.
* Ensure compliance with mandates for Security Services trading desks, including Contingent Market, Basis, Fiduciary, Credit, Liquidity, and Operational Risks.
* Conduct daily reviews of trading desk exposures, significant changes, compliance with risk limits, and stress results.
* Communicate regularly with Trading Desks, Product colleagues, Quant Research, Credit Risk Officers, Risk Management, Product Control, Product Development, and Technology.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Finance, Economics, Statistics, Business Analytics, Computer Science, or Mathematics; Top Tier College or University a plus.
* Basic knowledge of securities markets and how these instruments are impacted by various market factors.
* Ability to troubleshoot and problem solve, process large amounts of data efficiently, and understand the context and implications of the work.
* Advanced Microsoft Excel and PowerPoint skills; ability to program (e.g., Python, VBA, R, SQL, or Java) a plus.
* Strong relationship building, presentation, written and oral communication skills.
* Ability to multi-task, prioritize, meet challenging deadlines, and work well in a team environment.
* Strong quantitative background and understanding of risk and/or pricing models.
Preferred qualifications, capabilities, and skills:
* Experience with exposure management or risk/reward analysis in a financial services environment.
* Familiarity with securities lending, repo transactions, derivatives, FX, and money market products.
* Ability to create actionable insights and drive process improvements.
* Experience working with cross-functional and global teams.
JPM...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-09-23 12:30:16
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The AI in Operations program is a cross-firm initiative with the strategic goals of driving AI impact at scale across the Operations teams.
This program consists of Domain Product teams owning expansion of common capabilities and of the Strategy and Transformation Office, driving the Scaling and Reimagination teams, executive reporting and strategic direction into new Domains and Capabilities.
Working closely with AI teams across the firm, the program ensures efficient, thoughtful, innovative use of AI solutions across the Operations space.
The newly formed Transformation Office functions as a strategic accelerator driving strategy and execution of AI initiatives, with a focus of leading and accelerating the implementation of the AI in Operations program and providing standardization and transparency into Operations AI use cases across the firm.
Given the importance and scale of this transformation, as part of this role you will have the unique opportunity to work closely with our most senior leaders across the business.
As a Senior Associate Strategy Program Manager In the AI in Operations Strategy and Transformation Office, you will lead complex projects and programs to drive the AI in Operations program towards its strategic goals and impact AI and Operations teams across the firm.
Your experience in program management of leading program offices and broad understanding of the AI space will enable you to develop strategic plans and ensure the program meets internal and external requirements.
Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes.
Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients.
Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact.
Job Responsibilities:
• Apply structured problem-solving and design thinking to address top strategic priorities
• Develop innovative solutions to transform the business model and product offering
• Develop an understanding of innovation in financial services and particularly emerging technologies (e.g., AI/LLM, ML, RPA) to help reimagine the future of D&PS
• Prepare for and listen well in meetings; interject and participate in stakeholder interviews to gather baseline information and work with business partners to clarify / execute any follow-up requests
• Support multiple project work streams
• Establish strong working relationships with internal stakeholders and colleagues
• Manage deadlines and timeframes, proactively escalating issues, as needed
Required qualifications, capabilities, and skills:
• 5+ years of experience with a premier strategy consulting firm or an internal strategy consulting / corporate strategy tea...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-09-23 12:30:03
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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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology sol...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-09-23 12:29:48
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At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* Licensing (one of the following): (a) Valid and active Series 7 and Series 63 or (b) SIE, Series 7 and Series 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* 1 or more years of relevant retail or financial service customer service experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days)
Chase is a leading financial services fi...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-09-23 12:29:40
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Become an integral part of Consumer & Community Bank team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Consumer & Community Bank, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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, nonprof...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-09-23 12:29:36
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At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* Licensing (one of the following): (a) Valid and active Series 7 and Series 63 or (b) SIE, Series 7 and Series 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* 1 or more years of relevant retail or financial service customer service experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days)
Chase is a leading financial services fi...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-09-23 12:29:32
