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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 Corporate Technology's Corporate Oversight and Governance group , 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
* 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
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years of applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more front-end technologies - Typescript, Angular, React, CSS, HTML
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Experience in one or more programming language(s) :Java, Spring Boot, JPA, SQL, REST
* Exposure to cloud technologies: AWS
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 ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-11 11:31:27
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JPMorganChase is one of the largest and most prominent financial services firms in the world.
Headquartered in New York City, it is a leading global financial institution with a history that dates back over 200 years.
The company operates in more than 100 markets worldwide with over 250,000 employees.
JPMorganChase provides a wide range of financial services to millions of consumers, small businesses, corporations, governments, and institutions.
As a Client Center Meeting Coordinator within our Amenity Services, you will play an integral role in creating a positive and lasting impression of our organization for both employees and clients.
Your role extends beyond managing the front desk and you will be the embodiment of our commitment to hospitality and exceptional customer service.
Your responsibilities will include escorting clients to their meeting rooms, providing meeting planning support, and assisting with meeting inquiries.
Job Responsibilities
* Stand, greet, and welcome all clients to the Client Center throughout the day.
* Escort clients to the appropriate meeting room or space, offering coat room and bag check services to enhance their comfort.
* Assist, tend to, and anticipate guest needs on the floor, ensuring a seamless and pleasant experience for all visitors.
* Work closely with JPMorgan Chase's internal and external partners, including catering, security, audio-visual, events, and facility teams, to ensure smooth operations and exceptional service delivery
* Manage essential front desk functions, including answering phones, promptly returning emails, reviewing and analyzing meeting room requests, and understanding the schedule of events taking place.
* Join Event Planners on pre-conference calls for events, assist with data entry, and support the execution of events, ensuring all details are meticulously managed.
* Check meeting rooms to ensure that catering, audio-visual, and room setups match the Banquet Event Order (BEO), guaranteeing that all client specifications are met.
* Master the usage of EMS (Event Management System) to detail reservations, review incoming requests, and manage all event logistics efficiently.
* Understand meeting room capabilities and catering offerings to provide informed assistance to clients and employees.
* Take the lead in planning and coordinating small events, ensuring that all logistical details are handled with precision and that the events run smoothly.
* Provide support to Event Planners in the execution of larger events, assisting with coordination and ensuring that all aspects of the event are aligned with client expectations.
Required qualifications , capabilities and skills
* Bachelor's degree required
* 3+ plus years' experience in the Hospitality Industry, 5-Star Hotels, Event Planning and Food & Beverage with high touch customer service, demonstrating a strong foundation in customer service and organizational skill...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-11 11:31:22
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Join JPMorganChase as a Loan Origination Analyst and be at the forefront of our lending services.
This role offers a unique opportunity to enhance your career while contributing to the success of our loan origination processes.
You'll develop valuable skills in stakeholder management and problem-solving, all while being part of a supportive and dynamic team.
As a Loan Origination Analyst within JPMorganChase, you will play a crucial role in ensuring the smooth operation of loan origination processes, directly impacting clients and contributing to the success of our lending services.
You'll collaborate with internal and external stakeholders, fostering a culture of trust and efficiency in a fast-paced environment.
Our team is dedicated to providing exceptional lending services, and you'll be a key player in achieving this goal.
You'll work on diverse loan transactions, develop critical thinking skills, and build strong relationships with stakeholders.
Join us to be part of a team that values innovation, collaboration, and personal growth.
Job responsibilities
* Assist in the documentation and transaction closing process for loan origination by collaborating with team members to ensure all necessary documentation is accurately prepared and finalized for loan origination, facilitating a seamless transaction closing process.
* Manage stakeholder relationships with clients and internal teams, to ensure clear communication and efficient handling of loan transactions.
* Identify and address issues that arise during the loan origination process by applying analytical skills and problem-solving techniques to find effective solutions.
* Assist in identifying potential conflicts and work collaboratively with team members to mediate and resolve disputes, ensuring a harmonious workflow.
* Coordinate and prioritize tasks to ensure timely completion of all activities related to loan origination, maintaining a high level of organization and efficiency.
Required qualifications, capabilities, and skills
* Expertise in loan origination processes with strong stakeholder management skills for both internal and external clients.
* Ability to manage conflicts and facilitate discussions non-confrontationally, ensuring effective communication and resolution.
* Proven time management and organizational skills to efficiently prioritize tasks and meet deadlines.
* Developing proficiency in critical thinking and evaluation to accurately assess situations and make informed decisions.
Preferred qualifications, capabilities, and skills
* Expertise in lending services with the ability to leverage AI/ML technologies to streamline processes and enhance decision-making accuracy and efficiency.
* Strong communication and interpersonal skills for effective collaboration and rapport building in a team environment.
* Adaptability to changing priorities and environments, ensuring continued progress and success.
*...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-11 11:31:11
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Join the Commercial and Investment Bank (CIB) Payments Sales team! As a key leader on the team, you will drive the end-to-end client experience.
As a Payments Sales Manager (PSM) within the Diversified Industries team, you will be responsible for developing new business from clients within a specific segment.
You will be expected to sell products with value to the Firm as well as build a strong pipeline.
In order to achieve the sales goal, each PSM is expected to execute a comprehensive selling strategy in conjunction with Product and the Banking coverage teams.
You will also be required to collaborate with Client Service, Implementations, Operations, Technology, Risk, Credit, and Legal in order to optimize delivery.
You will also be responsible for actively gaining a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position JPMorgan and solutions optimally.
Job responsibilities:
* Deepen and grow existing market relationships
* Work to develop new profitable business from prospective clients
* Engage JPMorgan Payments Solutions, Bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
* Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions
* Understand clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JP Morgan Payments via appropriate solutions; traditional Treasury Services, Merchant Services, Trade & Working Capital and Commercial Card
* Understand the competition's capabilities and gaps and how to position JP Morgan Payments
* Manage client visitation and contact; promoting sales through frequent client meetings and discussions covering new products, market and industry developments
* Manage proposal writing and the entire sales process including both competitive RFIs/RFPs
* Develop and enhance in-depth client knowledge and share it with the client coverage team for both new business development and management of client risk
* Work closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business; partner with Sales Success Office, Client Service, and Implementations to retain, grow, and enhance existing client relationships
Required qualifications, capabilities and skills
* 3+ years of cash management, sales and relationship management experience
* Possesses knowledge and understanding of Payments products
* Competence in assessing new opportunities/contacti...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-11 11:31:07
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-11 11:31:03
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Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S.
franchised automotive dealers.
The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers.
It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As an Underwriter III in auto finance, you will review policy and/or pricing exceptions and assist in daily operations.
You'll structure decisions to maximize profit and enhance relationships.
You'll also decision automobile applications submitted by our clients, placing an emphasis on response time, quantity of applications processed, and quality of applications approved.
You'll meet or exceed agreed upon targets for return on equity (ROE), volume, conversion ratios, and other business metrics.
You'll also initiate sales calls via telephone, and where appropriate, prepare written follow-up.
Additionally, you'll provide prompt, accurate responses to all internal and external customer inquiries.
Job responsibilities
* Review credit applications and render the appropriate credit decision within credit policy requirements and in compliance with all regulations
* Review policy and/or pricing exceptions and assist in daily operations
* Structure decisions to maximize profit and enhance relationships
* Make decisions on automobile applications submitted by our clients, placing an emphasis on response time, quantity of applications processed, and quality of applications approved
* Meet or exceed agreed upon targets for return on equity (ROE), volume, conversion ratios, and other business metrics
* Initiate sales calls via telephone, and where appropriate, prepare written follow-up
* Provide prompt, accurate responses to all internal and external customer inquiries
Required qualifications, capabilities and skills
* 5+ years of credit auto experience
* Experience reviewing credit bureau reports
* Skilled in credit decisioning, solid understanding of consumer credit and applicable federal and state regulations relative to consumer lending
* Comprehensive knowledge of indirect loan and lease programs, bank products, and services
* Expert knowledge of credit philosophy and policies, loan documentation, and related legal issues.
* Thorough knowledge of the Bank's policies and procedures, as well as its products and their inherent risks.
* Superior analytical skills supported by excellent written and verbal communication skills.
* Results-oriented with a high level of personal initiative and proven leadership ability
Preferred qualifications, capabilities and skills
* Sales and/or leasing experience
* Demonstrated judgment and ability to act decisively
Chase is a leading financial se...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-11 11:30:56
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Bring your expertise to JPMorgan.
As part of our loan closing Team, you will play a pivotal role in advancing the firm's affordable housing initiatives
The Agency Multifamily Lending - Loan Closer Senior Associate works with the originations teams throughout CRE to ensure a smooth process of multifamily agency loans, establish and maintain effective relations with internal business partners including sales, credit, loan servicing, legal counsels, and the GSE Agencies.
As a Closing Sr Associate on the OBS/Agency Lending team, your role is to ensure a ensure a smooth, timely closing and delivery of multifamily agency loans.
Provide excellent customer service and adhere to bank compliance and requirements.
Job responsibilities
* Oversee closing and delivery of commercial real estate multifamily loans (GSE), primarily Fannie Mae and Freddie Mac, from application to post closing status
* Work closely with outside counsel, credit officers and bankers on various transactional matters to ensure that the anticipated time frames are met
* Ensure that the appropriate requirements are received and required approvals are obtained for the issuance of commitment letters and rate lock
* Review loan documents to ensure accuracy and compliance with Lender and Agency requirements
* Prepare and issue Commitment Letters, Prepare escrow analysis and Closing Statements in preparation of loan closing
* Work closely with counsel and credit teams on loan document negotiations and modifications
* Ensure all approvals and waivers are in place including insurance reviews and confirmation on payment of taxes
* Ensure compliance with bank policies, procedures and regulatory requirements are met
* Coordinate with outside counsel, title/escrow and closing partners to ensure timely funding on closing day
* Confirm loan information in systems and documents are accurate for loan servicing and boarding
* Prepare and submit the final data and upload the appropriate documents timely and accurately to ensure final settlement with the appropriate agency
Required qualifications, capabilities, and skills
* 3+ years of experience with closing and delivery of Fannie Mae and Freddie Mac multifamily loans.\"
* Knowledge of Fannie Mae and Freddie Mac applications.
* Ability to work as part of a team, interact, and collaborate.
* Ability to train and provide guidance to less experienced associates
* Strong analytical and problem-solving skills; ability to resolve issues with management guidance
* Demonstrated excellent attention to detail and accuracy
* Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
* Strong business communication skills; able to write/speak clearly and professionally with a variety of stakeholders
* Demonstrated ability to establish credibility and rapport with internal and external stakeholders
* Proven abi...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-11 11:30:55
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Purchase & Pay Product Team, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
We are looking for a dedicated and innovative Product Manager to support a key area within the Purchase & Pay Product Space.
In this role, you will apply your experience in achieving customer-focused outcomes and your strong delivery track record to develop third-party risk management applications.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
* Collaborate with the CTPO (Corporate Third Party Oversight) to identify new product opportunities that meet customer and market needs through user research and discovery
* Consider and plan for the upstream and downstream effects of new product features on the overall product experience
* Support the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insights into potential product features that add value to customers
* Analyze, track, and evaluate product metrics, including work to time, cost, and quality targets throughout the product development lifecycle
* Manage existing product features and vendor relationships to maintain and advocate for the protection of customers' digital data
* Author clear requirements, epics, and user stories to support product development.
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
* Experience p...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-11 11:30:47
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Shreveport, US-LA
Salary / Rate: Not Specified
Posted: 2025-06-11 11:30:39
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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.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Bloomington, US-IN
Salary / Rate: Not Specified
Posted: 2025-06-11 11:30:38
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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 Strategic Analyst for the Auto Originations team, you will be working on end-to-end management of complex projects, including designing and developing segmentation strategies.
The candidate will also assist with developing tests to determine the effectiveness of new ideas.
Targeted strategies will be developed based on data analysis and testing to improve overall effectiveness of the business.
There is significant exposure to policy related projects, risk oversight, and other key risk initiatives.
The candidate will work across business areas such as Finance, Legal, Operations, and IT to offer strategic direction on risk strategies.
The role needs to bring a good balance between business acumen and strong analytical skills to manage risk dynamics.
Job Responsibilities:
* Develop and maintain periodic analytics to provide management with full insight into emerging trends and the quality of the originated accounts
* Attain a detailed understanding of key performance metrics and profitability drivers, enabling the delivery of insights encompassing the full account lifecycle
* Acquire an understanding of the operational processes (e.g.
manual underwriting, portfolio management, collections) which will aid in understanding acquisition performance drivers
* Conduct ad hoc analytics and contribute to various projects representing Risk Management
* Work independently with minimal handholding
* Actively participate and present in risk/business forums
* Leverage central modeling teams to build new scorecard and validate existing scoring models as it pertains to their use in strategies
Required Qualifications, Capabilities and Skills:
* BS degree and minimum 5 years Risk Management or other quantitative experience required
* Background in statistics, econometric, or other quantitative field required
* Advanced understanding of SAS, SAS Enterprise Miner, Python, other decision tree software
* Ability to query large amounts of data and transform the raw data into actionable management information
* Familiarity with risk analytic techniques
* Strong analytical and problem-solving abilities
* Strong written and oral communication skills
* Experience delivering recommendations to management
Preferred Qualifications, Capabilities and Skills:
* MS degree and 4+ years Risk Management or other quantitative experience preferred
To be eligible for this role, you must be authorized to work in the United States.
We d...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-11 11:30:31
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve b...
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Type: Permanent Location: Kansas City, US-MO
Salary / Rate: Not Specified
Posted: 2025-06-11 11:30:27
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Join our team as a Quant Analytics Manager and lead initiatives that enhance customer experiences and optimize operating expenses.
This role offers career growth and the opportunity to develop innovative strategies and advanced analytics solutions.
As a Quant Analytics Manager in the Voice Product Analytics within Voice Product Analytics team, you will lead initiatives focused on improving the customer experience and reducing operating expenses for product groups.
You will be involved in all phases of the analytics lifecycle, including documenting data lineage, analysis scoping, data development, hypothesis development, data analysis, generating insights, developing, and delivering presentations of findings.
You will derive insights about our customer's journeys, develop and implement innovative strategies and advanced analytics solutions, then tell the story in an effective manner.
Collaborate across functions and LOBs to drive analytics and insights, leveraging a variety of analytical applications to interpret trends and patterns in complex data sets.
Mentor and develop a small team of both onshore and offshore associates.
Job Responsibilities:
* Lead partnerships with our product groups to build understanding of business drivers and underlying data.
* Structure and lead execution of KPIs, trend analysis, dashboards, and analyses including segmentations, optimizations, and other techniques to improve business performance.
* Collaborate across functions and LOBs to drive Analytics and Insights.
* Import, clean, transform, and validate data from multiple sources in preparation for analytics.
* Analyze customer interactions and events across a variety of channels (calls, branch, online, mobile) to better understand customer journeys and friction points.
* Contribute to business cases, construct A|B test designs, and identify populations for pilot programs; Analyze program performance and derive insights to help inform future customer strategies.
* Leverage a variety of analytical applications (SQL, R, Python, Alteryx, Tableau, Adobe Analytics etc.) to describe, analyze, and interpret trends and patterns in complex data sets.
* Prepare and deliver presentations summarizing insights and conclusions that remove the noise from data and highlight useful information, allowing leadership to make evidence-based decisions.
* Partner closely and collaborate with data management teams, strategy teams, and other analytics resources across multiple functional teams.
* Mentor and develop a small team of both onshore and offshore associates.
Required Qualifications, Capabilities, and Skills:
* 7+ years of experience using analytical concepts and statistical techniques: hypothesis development, designing tests/experiments, analyzing data, drawing conclusions, and developing actionable recommendations for business units.
* Bachelor's degree in a quantitative or related field.
* Skilled using SQL...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-06-11 11:30:22
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Job Description
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 Commercial & Investment Bank's Wholesale Loan Technology team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
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.
* Collaborate with Stakeholders by providing technology insights towards delivering efficient solutions.
* Demonstrate strong communication skills with the ability to collaborate with business analysts, solution architects, project managers, product owners and development teams.
* Engage in the planning, architecture, design, and development of solutions that satisfy business requirements.
* Utilize excellent organizational skills, proven analytical, planning, problem solving and decision-making skills.
* Work in cross-functional team and collaborate with peers during entire SDLC, ensuring highest quality solutions are delivered.
* Deliver using agile methodology with CI/CD and automated testing and deployment capabilities using DevOps.
* Adopt to new technologies and methodologies and drive solutions.
* Demonstrate ability to work proficiently and effectively in an Agile/Scrum feature team environment.
* Drive execution capabilities and efficiencies across the organization.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
* Demonstrated proficiency in software applications and technical processes within Java, J2EE, spring, spring boot, restful micro services and Kafka.
* Good knowledge in deploying applications using containers and Kubernetes.
* UX/UI experience utilizing HTML, CSS, plain JavaScript, React
* Experience with full development lifecycle from inception through implementation.
* Experience with development, deployment, and support of large-scale distributed applications in a mission-critical production environment.
* Experience with Agile methodologies (SCRUM, KANBAN).
* Practical cloud native experience - AWS,EKS, Aurora Postgres, Lambda, Step Functions
* Experience in Python coding
* Excellent analytical, communication, organizational and problem-solving skills coupled with a strong work ethic.
Preferred qualifications, capabilities, and skills
* Experience in working at code l...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-11 11:30:15
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DESCRIPTION:
Duties: Determine product strategy, vision and roadmap for products.
Analyze user needs and software requirements to determine feasibility of design within time and cost constraints.
Participate in project planning sessions with business analysts and cross-functional teams of user research, market research, and technology partners to analyze business requirements and outline proposed solutions.
Design, develop and modify software systems and determine system performance standards.
Integrate data analytics, product metrics, user experience research, competitive and market analysis, and company goals to drive prioritization of product initiatives.
Create Jira Epics with use-cases, detailed product business & technical requirements, nonfunctional requirements.
Drive Product backlog, work closely with production support, issue & defect resolution taking into account user needs, business impacts and technical effort.
Monitor the day-to-day and monthly health of the product (scorecards, volumes, problems).
Provide updates for executive reports summarizing the features in flight and new feature delivery planning.
Conduct pre-release reviews which could include demos and testing validation.
Telecommuting permitted up to 100% of the time within California only.
This position requires up to 10% domestic travel.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Information Technology, Computer Science, Computer Engineering, Computer Information Systems, Management Information Systems, or related field of study plus 7 years of experience in the job offered or as Product Manager, IT Business Analyst, Software Engineer, Technology Analyst, Technology Lead, or related occupation.
Skills Required: This position requires experience with the following: SDLC; Business Analysis; Project management; Production testing and certification; Application development; Jira; Java; J2EE; Web services including SOAP or REST; JavaScript; Struts; Spring; Hibernate; HTML; XML; SQL; Oracle; DB2; Teradata; Splunk; Source code management tools.
Job Location: 3223 Hanover St, Palo Alto, CA 94304.
This position requires up to 10% domestic travel.
Telecommuting permitted up to 100% of the time within California only.
Full-Time.
Salary: $176,300 - $201,000 per year.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or ...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-11 11:30:06
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Job Description
Join the Markets Operations Transformation team and design, develop and deliver programs working closely across the Macro and Spread lines of business.
As a Markets Operations Transformation- Vice President in Operations, you will be in a key leadership position within the Transformation Team, which is responsible for driving delivery across multiple geographic and regulatory jurisdictions through the use of process redesign, data, and technology.
You will be a team player in driving innovative projects throughout the Operations using Artificial Intelligence and Large Language Models.
Job responsibilities
* Leads, manages and drives execution of key Artificial Intelligence/Machine Learning program across Operations area
* Shapes and drives activities supporting the governance infrastructure and protocols including data driven analysis to senior Markets Operations management
* Manages end-to-end delivery of projects/programs, partners closely with teams across Sales & Trading, Operations, Technology, Data & Analytics, Legal & Compliance, Finance, and other corporate functions
* Defines objectives and key results, project planning and analysis, resource management, driving or overseeing project execution, and reporting of status to senior management
* Leverages the latest digital tools and technologies to support development of scalable, leading-edge solutions
* Partner with Artificial Intelligence Center of Excellence to ensure best practice is followed for program implementation
* Leads problem solving and data driven decision making inclusive of process design, re-engineering, and target state modelling
Required qualifications, capabilities, and skills
* The interpersonal skills required to work with colleagues in various teams across the lines of business and support functions, allied with the necessary judgment and maturity to influence junior and senior colleagues alike
* Demonstrable experience in driving complex programs related to Artificial Intelligence
* Markets (Foreign exchange, Commodities, Derivatives) or other related financial services experience; experience in an operations and knowledge of industry regulations
* High levels of resilience and motivation, with an inclination to take rather than deflect ownership
* Solid critical thinking, attention to detail and analytical skills; ability to synthesize data and formulate appropriate conclusions
* Excellent written/verbal communication and presentations skills targeting various stakeholders and senior management
* Intermediate/Advanced experience using Microsoft Office, including Excel, and PowerPoint
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 ye...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-11 11:29:52
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Albuquerque, US-NM
Salary / Rate: Not Specified
Posted: 2025-06-11 11:29:47
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Kinexys Digital Payments, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
* Collaborates with key stakeholders and partners across Legal, Compliance, Technology, and Operations to determine feasibility of building out new features and propel product initiatives
* Collaborates with Sales on the development of a commercial strategy and client facing materials to help drive product commercialization
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
* A collaborator who thrives on building solutions alongside cross-functional partners - strong communication skills and ability to build consensus across functions
* Exceptional logical thinking, attention to detail, and ability to deconstruct complex problems into manageable components
Preferred qualifications, capabilities, and skills
* Highly entrepreneurial and comfortable working in a fast-paced environment - be an owner
* Execution-focused and action-oriented with experience working in a highly cross-functional organization
* Experience in payments processing/technology, cash management and product management
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 governmen...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-11 11:29:42
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Join our team as a leader in control evaluations and substantive testing, where your expertise will drive significant impact within the Asset Management business.
As a Senior Test Lead within the Global Asset Compliance and Ops Risk Testing Center of Excellence (CoE), you will be responsible for identifying risks, evaluating controls, and overseeing security governance.
That would be crucial in advising on complex situations and enhancing the firm's risk posture.
Through collaboration and analytical skills, you will contribute to the Testing CoE's overall success and strengthen the firm's compliance with regulatory obligations and industry standards.
Job responsibilities
* Lead control evaluations and end-to-end substantive testing activities, including planning, fieldwork and reporting.
* Lead simultaneously a wide range of comprehensive reviews to independently assess the design and operating effectiveness of controls within the Asset and Wealth Management LOB.
* Ensure compliance with internal policies, procedures, and external laws, rules, and regulations, while identifying necessary remediation actions.
This includes developing and executing testing procedures, meticulously documenting results, drawing informed conclusions, making actionable recommendations, and distributing detailed compliance testing review reports.
* Foster collaboration with Compliance and Operational Risk Officers on various engagements.
This includes supporting the development of detailed test scripts, facilitating issue discussions, participating in business meetings, and drafting comprehensive final reports to ensure alignment and clarity.
* Utilize advanced critical thinking skills to apply substantive testing techniques, thoroughly evaluating the effectiveness of high-risk business processes and identifying potential areas for improvement.
* Assess and monitor risks, ensuring adherence to firm standards, regulatory requirements, and industry best practices.
Implement strategies to mitigate identified risks effectively.
* Collaborate with cross-functional teams and stakeholders to support the design and effectiveness of controls.
Drive initiatives that enhance the business control environment through recommended updates to the Compliance and Operational Risk Evaluation (CORE) application.
* Develop and execute robust control test scripts aimed at identifying control weaknesses, determining root causes, and recommending practical solutions to enhance operational efficiency and control effectiveness.
* Document test steps and results in a comprehensive and organized manner, ensuring sufficient support and justification for testing conclusions.
Maintain a high standard of documentation to facilitate transparency and accountability.
* Lead meetings with business owners at various management levels, delivering testing results and supporting sustainable control enhancements.
Identify and capitalize on opportunities to...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-06-11 11:29:37
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Take your engineering expertise to new heights by joining a team of exceptionally talented professionals and solidify your place among top performers in the industry.
As a Principal Cybersecurity Architect at JPMorgan Chase within the Cybersecurity and Technology Controls, you provide expertise to enhance and develop architecture platforms based on modern cloud-based technologies as well as support the adoption of strategic global solutions.
Leverage your advanced architecture capabilities to identify, communicate, and mitigate risk, and collaborate with colleagues across the organization to drive best-in-class outcomes.
Job responsibilities
* Advises cross-functional teams on technology selections and decisions to achieve target state cybersecurity on improvements to current cybersecurity parameters
* Develops multi-year roadmaps aligned with business and architecture strategy and priorities
* Creates complex and scalable coding frameworks on the public cloud for new system design patterns and process templates
* 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 and drives thought leadership within the product line
* Contributes to the development of technical methods in cybersecurity in line with the latest product development methodologies
* Creates durable, reusable software frameworks that improves velocity and quality of output across teams and functions
* Participates in the firm's culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience
* Fluent in one or more programming languages
* Advanced knowledge of cybersecurity architecture, applications, and technical processes with considerable, in-depth knowledge in one or more technical disciplines (e.g., public 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
* Excellent communication skills with the ability to convey complex technical concepts to diverse audiences
* Understanding of the business and knowledgeable of latest risk trends in the internal and external environments
* Practical cloud native experience
* In-depth knowledge of data security principles, cryptographic algorithms, and encryption technologies
Preferred qualifications, capabilities, and skills
* Experience working with AI models and complex distributed data sets
* Proficiency in designing and implementing security controls for cloud environments (e.g., AWS, Azure, GCP)
* Hands-on experience with security assessment tools, vulnerability scanning tools, and penetration testing methodologies
* Experience working in finance ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-11 11:29:36
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Join J.P.
Morgan's Commercial & Investment Bank (CIB), a global leader in Global Banking, Markets, Securities Services, and Payments.
As a Control Manager, you will play a crucial role in managing operational, regulatory, and reputational risks.
Are you a thoughtful and innovative leader ready to make an impact? Bring your existing skills, master new ones, and become part of a diverse community of Control Management professionals.
As a Control Manager within CIB Finance, you will lead efforts to identify risks and assist in the development of risk mitigation strategies.
You will monitor risks through KPIs and other early warning tools, engaging with cross-disciplinary teams to build creative solutions and advance the control agenda.
Job Responsibilities:
* Lead the Commercial and Investment Bank Finance and Business Management Securities Services Control function.
* Conduct monthly trend analysis on low-severity issues across Commercial and Investment Bank Finance and Business Management.
* Develop and manage a resilient Control environment in collaboration with stakeholders.
* Prepare and present materials to senior stakeholders at monthly control forums.
* Champion compliance with firm standards and requirements as a senior team member.
* Prioritize and manage deliverables with urgency and efficiency.
* Identify, escalate, and analyze operational errors for risk assessment.
* Manage Issue Management protocol and understand Product/Service Change Management and New Business Initiative Approval processes.
* Review issues and incidents with stakeholders to determine root causes and actions.
* Drive completion of Controls initiatives and follow up on hygiene items impacting Risk and Control systems.
* Collaborate with global teams on regulatory requests and internal program controls.
Required Qualifications, Capabilities, and Skills:
* 7+ years of experience in Control Management, Finance, Audit, or Operational risk.
* Exceptional verbal and written communication skills.
* Ability to work independently and proactively find solutions.
* Effective listening skills and ability to negotiate during contentious moments.
* High level of Emotional Intelligence (EQ).
* Intellectual curiosity that drives team improvement and learning.
* Thorough understanding of risk dimensioning, markers, and mitigation strategies.
* Ability to manage stakeholder relationships across different time zones.
* Familiarity with the three lines of defense structure and purpose.
* Understanding of KPIs and their role in risk mitigation.
* Excellent multitasking, prioritization, and proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
Preferred Qualifications, Capabilities, and Skills:
* MBA or advanced degree preferred.
* Experience with risk management frameworks.
* Knowledge of audit engagement.
* Project management skills.
This p...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-11 11:29:34
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The JPM WM Client Onboarding & Account Opening team builds scalable and integrated Client and Advisor facing experiences that make it seamless to establish new investment accounts with J.P.
Morgan Wealth Management.
Across web, mobile and internal platforms, for both self-directed and advisor-driven relationships, the AO team delivers solutions that are delightful to use and impactful for the business, while still meeting the requirements of controls, ops, and other stakeholders.
This is an in-demand team supporting a complex product, responsible for making the first impression for the firm of what clients can expect in their wealth management experience.
As a Client Onboarding Product Manager as part of the JPM Wealth Management Product & Experience organization, you will build and lead mission-critical processes, developing data-backed approaches, and designing solutions and shaping product direction.
In this role you will be part of the organization leading JP Morgan's digital advisor transformation in the fast-paced digital landscape of financial services.
Our Product teams provide critical insights to shape product direction, ensure cross-functional alignment of goals and execution, and help teams drive strategic partnerships and new initiatives.
We are a dynamic and entrepreneurial team, we collaborate, we encourage bold ideas, we deliver world class experience for our customers.
The candidate should be a strategic thinker, and outstanding relationship builder, execution-oriented, change agent and craves the opportunity to build out new products while also reinvigorating and re-examining established products.
You see the big picture and what needs to be done, but more importantly why it is important and how it all fits together.
You are a strategic thinker, an outstanding relationship builder, execution-oriented, and a change agent.
As a self-driven, multi-tasker with excellent communication skills, you understand and frame issues to make decisions, simplify complex problems, and remove obstacles.
You drive seamless and near flawless program execution to meet the needs of a fast-paced organization.
Our ideal candidate is can collaboratively build on, and evolve our future of work strategy with a passion and proven acumen for strategy, experience design, process excellence and change management.
Job Responsibilities:
* Work directly with a broad group of partners to ensure that the account opening experience feels connected to what comes before and after.
* Utilize strong critical thinking skills and aptitude to become expert in understanding the needs of clients and advisors and defining best-in-class digital experiences to address these needs.
* Lead requirement-elicitation meetings with appropriate teams to understand the context of critical stakeholder needs, pain points and business impact
* Engage with Tech Architect to determine architectural impact to Platform and identification of potential impact to other ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-11 11:29:21
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This team provides practice management coaching and consultations with experienced financial advisors in one-on-one, small group and large workshop settings, identifying areas of opportunity for growth within their books of business and helping them create action plans to execute effective book management and client engagement strategies.
Other advisor coaching topics include incorporating goals-based financial planning as a foundational cornerstone of the practice, developing teaming arrangements, utilizing business development accounts for marketing and client events, cultivating organic referrals, growing center of influence (COI) networks, implementing effective digital marketing strategies on LinkedIn, and enacting strategies for engaging next-gen/legacy client relationships.
You will also consult with regional and market-level leadership, helping them to upskill and coach advisors on these practice management behaviors.
As a Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting the development of experienced JP Morgan financial advisors with the delivery of practice management concepts and tools.
You will support the growth of financial advisors by providing them with practice management concepts and tools.
The Practice Management Consultant will guide advisors to enhance their businesses and deliver exceptional client experiences.
You will guide advisors to strengthen their businesses by helping them deliver an exceptional client experience and be in a position for continued, long-term growth.
You will help advisors develop a strong practice management foundation focusing on skills across leadership, business management, business development, financial planning, investments, relationship management and service.
Job Responsibilities :
* Deliver foundational practice management concepts and tools to financial advisors and field leadership via one-on-one, small group and large workshop settings
* Provide ongoing coaching and training to advisors to help them deliver an exceptional client experience and be in a position for continued, long-term growth
* Serve as a subject matter expert in leadership, business management, business development, financial planning, investments, relationship management and service skills
* Guide firm strategies and business development campaigns in the field
* Partner with home office and other field specialists as appropriate to assist advisors with significant client opportunities or situations
* Create strategic partnerships with divisional, regional and market leadership to identify focus areas of opportunity and drive the adoption of initiatives to achieve business goals
* Deliver effective communications to the field and various partners to drive awareness of new practice management initiatives and system updates
* Build training content including instructor-led training (ILT) decks, quick tips and recorded videos
...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-11 11:29:15
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Shelton, US-CT
Salary / Rate: Not Specified
Posted: 2025-06-11 11:29:14
-
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: North Canton, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-11 11:29:02
