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We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Financial Institutions Group to focus on FinTech, Wealth and Asset Management coverage.
Job Summary
As an Associate in the Financial Institutions Group, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determine...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:56
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This role provides an exciting opportunity to ensure the overall integrity and operating environment across Corporate & Investment Bank balance sheet, liquidity, Risk-Weighted Assets and Capital, Leverage, and GSIB calculations.
The team ensures end to end data quality and controls for the Commercial & Investment Bank, coordinates impact analysis of proposed regulations and impact studies and acts as central contact for corporate partners.
Controllers ensure and monitor results are aligned with policies and are responsible for implementation of operating models to ensure full compliance on liquidity and regulatory capital rule changes.
As a Senior Associate on the Commercial & Investment Bank Treasury Funds-Transfer-Pricing Execution team, you will be responsible for implementing the Commercial & Investment Bank Treasury transfer pricing policy and working with Corporate Treasury and Commercial & Investment Bank Treasury Funds Policy & Analytics.
The team is also responsible for the product control of any residual Profit & Loss and positions that remain as a result of policy implementations.
You should have strong interpersonal skills such as teamwork, motivation, dependability, be able to partner well and communicate effectively.
Job Responsibilities:
* Manage the daily & monthly Funds Transfer Pricing calculations, reporting and analytics
* Partner with Commercial & Investment Bank Sub Line of Business Product Controllers on Funds Transfer Pricing charges/credits and relevant impact analysis
* Partner with Commercial & Investment Bank Treasury teams relating to Funds Transfer Pricing policy, Commercial & Investment Bank funding and Profit & Loss results
* Work with Commercial & Investment Bank Treasury Financial Controllers to review financial postings related to funding charges and review of reconciliations between the ledger and our funding application
* Participate in the ongoing process improvements, optimization and book of work with our technology and Project Management partners
* Perform Deep-Dive analysis to better understand current recurring adjustments and impacts to Commercial & Investment Bank Sub Lines of Business resulting from changes in processing methodology
* Participate in ad-hoc projects as needed with our Commercial & Investment Bank Treasury partners and business stakeholders
Required qualifications, capabilities, and skills
* 3+ years of experience in Finance
* Working knowledge of Investment Bank products, financial theory, and accounting principles
* Strong analytical, problem-solving, and decision-making skills
* Proven ability to deliver multiple projects in complex environments
* Focused work ethic with good business sense and initiative
* Flexibility to engage with various functions, locations, and businesses
* Proficient in Microsoft Applications, including Excel, PowerPoint, Word, and Visio
* Strong attention to detail with ability t...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:54
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A role on JPMorgan Chase's Corporate Strategy team provides the opportunity to support senior executives on strategic initiatives aligned with the bank's overall business goals.
The Corporate Strategy team is an internal management consulting group that defines and shapes the overall strategy, governance, organizational structure, operating model, architecture, and processes for JPMorgan Chase.
As an Executive Director on the Corporate Strategy team, you will own a portfolio of firm-wide strategic projects, develop trusted partnerships with senior leaders, and collaborate closely with a diverse set of internal and external partners.
Success as an Executive Director requires a commercial mind-set, the ability to understand and leverage data assets, and develop actionable business plans and go-to-market strategies for senior business leaders to focus on the most optimal and actionable growth opportunities.
You will manage mission-critical projects, including but not limited to: assessing growth opportunities, evaluating and planning new market entry or new product development, analyzing strategic partnerships and inorganic investments, and designing operating models.
In addition to working on cutting-edge topics at the frontier of financial services, you will help connect the dots across our businesses, ensuring that we bring the best solutions to our clients.
Projects are typically team-based and include close collaboration with the Operating Committee and CEOs of our businesses on a wide variety of initiatives; the Corporate Strategy team focuses on Firmwide projects, Functional projects, and projects affecting multiple Lines of Business.
Job Responsibilities:
* Manage a portfolio of initiatives/projects to resolve diverse problems identified by senior leaders at the bank
* Serve as a trusted advisor and thought partner for senior leaders across JPMC, collaborating with functional and business teams throughout the bank
* Guide strategic thinking and problem-solving approaches for project teams
* Develop and deliver executive-level strategy narratives, deliverables, and analyses
* Monitor industry trends and share insightful reports and analyses with the broader team and with senior executives
* Coach, develop, and manage junior team members
Required qualifications, capabilities, and skills:
* 10+ years of experience in business and strategy from either a premier management consulting firm, an investment banking (M&A, Coverage, Capital Markets, Equity Research) division, or another internal Strategy group
* An outstanding ability to analyze problems and apply quantitative and analytical approaches
* Excellent communication (oral and written) and the ability to confidently work well in cross-functional teams
* Interpersonal leadership and influencing skills, with the ability to interact with senior business executives
* Deep expertise with finance concepts, operating models, and a passion...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:53
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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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:51
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J.P.
Morgan Wealth Management serves clients across the entire wealth spectrum.
It includes the Private Bank, J.P.
Morgan Securities, and Chase Wealth Management.
The Wealth Management Insurance and Retirement Solutions (IRS) organization lives at the intersection of goals based planning and delivering improved lifestyle outcomes.
Our products, tools, and thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement by offering tax-advantaged asset growth, guaranteed income, and financial security for their families and businesses.
The Life Insurance Specialist will provide support to advisors across J.P.
Morgan Private Bank on utilizing life insurance solutions to meet client investment and income needs around the Goals Based Advice Framework and is responsible for covering an assigned geographic territory.
The ability to work across the lines of business and across functions is paramount in delivering a world-class offering and client experience.
The candidate will be familiar with the life insurance and retirement industry, and can effectively manage between sales and service support needs of the product.
Job Responsibilities:
* Develops and manages advisor campaigns and tracks success results based on statistical data from key performance indicators
* Responsible for building new and maintaining existing relationships with advisors to increase adoption of life insurance solutions - ensuring trust from advisors is crucial for the successful execution of the job
* Conduct calls with financial advisors and clients to educate on life insurance products - additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption
* Collaborate with advisors to include annuities in goals based plans for clients; ability to educate advisors on financial products and the process of delivering life insurance solutions
* Provide proactive and reactive advice and guidance to advisors around structuring life insurance solutions for clients
* Coordinating, planning, and presenting educational webinars for advisors in addition to other marketing campaigns
* Maintain an effective relationship with internal and external partners in order to manage life insurance solutions, develop deeper relationships and deliver Goals Based Advice solutions for clients
* Actively participates and contributes to the goals and objectives of the firm by working collaboratively and fostering a positive and inclusive work environment
Required Qualifications, Skills and Capabilities:
* 15 years within financial services the Private Bank preferably and a leadership role
* Experience in working with advisors a plus
* Excellent relationship building, written, and verbal communication skills
* Ability to multi-task and work in a fast-paced team environment
* Motivated and independent worker with a sense of ur...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:49
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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
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 ...
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Type: Permanent Location: Brea, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:47
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:45
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:45
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The Chief Data & Analytics Office (CDAO) at JPMorgan Chase is responsible for accelerating the firm's data and analytics journey.
This includes ensuring the quality, integrity, and security of the company's data, as well as leveraging this data to generate insights and drive decision-making.
The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management effectively and responsibly.
This role offers the unique opportunity to explore novel and complex challenges that could profoundly transform how the bank operates.
As a Machine Learning Scientist - Natural Language Processing (NLP) - Senior Associate, you will have the opportunity to apply sophisticated machine learning methods to complex tasks including natural language processing, speech analytics, time series, reinforcement learning and recommendation systems.
You will collaborate with various teams and actively participate in our knowledge sharing community.
We are looking for someone who excels in a highly collaborative environment, working together with our business, technologists and control partners to deploy solutions into production.
If you have a strong passion for machine learning and enjoy investing time towards learning, researching and experimenting with new innovations in the field, this role is for you.
We value solid expertise in Deep Learning with hands-on implementation experience, strong analytical thinking, a deep desire to learn and high motivation.
Job Responsibilities
* Research and explore new machine learning methods through independent study, attending industry-leading conferences, experimentation and participating in our knowledge sharing community
* Develop state-of-the art machine learning models to solve real-world problems and apply it to tasks such as natural language processing (NLP), speech recognition and analytics, time-series predictions or recommendation systems
* Collaborate with multiple partner teams such as Business, Technology, Product Management, Legal, Compliance, Strategy and Business Management to deploy solutions into production
* Drive Firm wide initiatives by developing large-scale frameworks to accelerate the application of machine learning models across different areas of the business
Required qualifications, capabilities, and skills
* PhD in a quantitative discipline, e.g.
Computer Science, Electrical Engineering, Mathematics, Operations Research, Optimization, or Data Science Or an MS with at least 3 years of industry or research experience in the field.
* Solid background in NLP or speech recognition and analytics, personalization/recommendation and hands-on experience and solid understanding of machine learning and deep learning methods
* Extensive experience with machine learning and deep learning toolkits...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:44
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The Freedom product team is responsible for managing the Freedom Flex, Freedom Unlimited, Freedom Rise and legacy Freedom card portfolios, Chase's flagship, proprietary cash back product.
In this role, you role will define and deliver a customer-focused experience strategy for Chase Freedom customers.
Using your understanding of the needs of the customer segment, you will dive into the end to end experience for Freedom customers, identifying opportunities to advocate for our customers and their specific needs whether in digital or human-involved experiences.
As the part of the portfolio strategy team for Freedom products, you will be responsible to partner across the organization to influence and inform experiences for the segment.
The relationships you build and develop with a broad variety of teams across our marketing, servicing, agile product, risk management, etc.
organizations will be key to success.
Using your data analysis skills, strategy experience, customer mindset, and customer insights, you will quantify opportunities and work across the team and with partners to define solutions for our customers and advocate for smart, profitable, and growth-oriented experiences.
Strategy in hand, you will collaborate to bring together teams to implement and align with Card leadership to our broader Bank goals and mission.
To be successful, you are an accomplished strategist and understand customer experience mapping, customer-focused design, are good with data and analytics, and have a background in the credit card industry.
You are just as capable with product strategy as P&Ls and truly understand the industry, segment customers, and card economics.
You have experience in consulting roles or product development teams.
You are as capable in Excel as PowerPoint and know how data and information become a compelling storyline.
Job Responsibilities:
* Provide strategic thought to develop and prioritize the most critical initiatives to grow top of wallet behaviors and commerce to Chase
* Partner with analytics, marketing, product, design and finance teams to evaluate investments to our customer base and understand and articulate potential benefits
* Effectively collaborate with cross-functional teams to develop new customer engagement experiences
* Navigate a highly-matrixed organization, influence partners, build consensus, and work across various functional departments (e.g., design, agile products)
* Act as a thought leader, presenting and discussing ideas with intent to persuade, educate, and enhance understanding of the segment across all levels of the organization
Required qualifications, capabilities, and skills:
* Focus on driving quantifiable business results, returns for shareholders, and value for customers
* Focus on the customer and the job our products and services need to perform to address the needs of segment
* Prior experience in customer experience, servicing, product management, or cust...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:43
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JOB DESCRIPTION
Chubb is currently seeking a Workers' Compensation Medical Only Claim Examiner for our West Coast/Pacific region.
The successful applicant will be handling claims from California.
The position will report and reside in our Los Angeles, CA office.
Duties & Responsibilities:
* Handles all aspects of workers' compensation medical only claims from set-up to case closure ensuring strong customer relations are maintained throughout the process.
* Review and assess new medical-only claims to determine eligibility and coverage under workers' compensation policies and complete coverage match where necessary.
* Conducts initial and ongoing investigations, obtaining facts and takes statements as necessary, with insured, claimant and medical providers.
* Evaluates the facts gathered through the investigation to determine compensability of the claim or if additional investigation for AOE/COE investigation.
* Coordinate and authorize appropriate medical treatment for injured workers, ensuring timely and effective care.
* Sets timely reserves within authority limits for medical and expenses and recommends reserve changes to Team Leader throughout the life of the claim.
* Reviews the claim status at regular intervals and makes recommendations to Team Leader to discuss problems and remedial actions to resolve them.
* Prepares and submits to Team Leader unusual or possible undesirable exposures when encountered.
* Controls and directs vendors, telephonic cases managers, and use all medical cost containment programs.
* Complies with customer service requests including Special Claims Handling procedures, file status notes and claim reviews.
* Files workers' compensation forms and electronic data with states to ensure compliance with statutory regulations.
* Works with in-house Technical Assistants, Special Investigators, Nurse to exceed customer's expectations for exceptional claims handling service.
* Always maintains 100%+ closing rate.
* Timely recommend transfer of claims to lost time status.
* Maintain detailed and accurate records of all claim activities, including medical reports, correspondence, and payment information.
* Serve as the primary point of contact for claimants, medical providers, and employers, providing updates and information as needed.
* Address and resolve any issues or disputes related to medical treatment or claim processing.
Technical Skills & Competencies:
* Preference for prior experience as MO Claim Examiner in workers' compensation as a lost time examiner, or similar examiner experience in short-term / long-term disability, auto personal injury protection / medical injury, or general liability claims.
* Requires basic knowledge of workers' compensation statutes, regulations, and compliance.
Understanding of workers' compensation laws and medical terminology.
* Exceptional customer service and focus.
* Ability ...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:41
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JOB DESCRIPTION
Chubb Limited is currently seeking an Underwriting Associate to join the Global Accounts Branch within Global Services located in Whitehouse Station, NJ.
Position Description:
The Underwriting Associate (UA) will contribute to the achievement of the Global Serviced Branch goals as well as corporate goals relating to the growth, profit, renewal retention, service and producer/client management.
The branch is responsible for commercial U.S.
policies which are part of an overall account managed on behalf of Chubb's international zones.
The UA gathers and analyzes account-specific information (including but not limited to loss information, exposures, financials, loss control reports) and prepares a risk report for referral to the Underwriter; corresponds with both local U.S.
producers and overseas underwriters to compile necessary information; develops information and recommendations based upon the account review; determines strategy in conjunction with the underwriter; handles all coordination of accounts being sent to the Processing Center and completes all rating and issuance instructions including appropriate forms, coverages and final premium; ensures electronic file integrity; ensures internal and external service standards are met to achieve a high level of customer satisfaction.
This position may be assigned renewal underwriting authority.
Roles/Responsibilities
* Reviews submission information with the underwriter, researches and provides analysis of account information, and ensures overall regulatory compliance.
* Compiles and documents the risk report and underwriting strategy
* Coordinates account processing and servicing
* Coordinates the quoting, booking and issuance process with the CSR and completes the risk report for referral to the Underwriter
* Reviews, verifies, and publishes all documents in the electronic customer file
* Researches and responds to Producer and Overseas Underwriter inquires
* Serves as the first point of contact for internal and external contacts on account related matters
* Ensures MAX and other tracking systems are updated timely
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:39
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Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
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Type: Permanent Location: Bolingbrook, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:39
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JOB DESCRIPTION
Title: Surplus Lines Licensed Personal Lines Account Executive
Job Summary: We are seeking a highly motivated and skilled Surplus Lines Licensed Personal Lines Account Executive to join our team.
As a key member of our organization, you will be responsible for managing and growing our personal lines insurance portfolio in the surplus lines market.
The ideal candidate will possess a deep understanding of personal insurance coverages, excellent sales and customer service skills, and the ability to navigate complex regulatory requirements.
Responsibilities:
Sales and Business Development:
* Proactively identify new business opportunities and develop strategic plans to expand the personal lines insurance portfolio.
* Generate leads, conduct market research, and implement targeted sales strategies to acquire new clients.
* Present insurance proposals, negotiate terms and conditions, and secure new policies.
* Collaborate with marketing and communications teams to promote personal lines insurance offerings and strengthen the company's brand presence.
Surplus Lines Compliance:
* Maintain a thorough understanding of surplus lines regulations and licensing requirements.
* Ensure compliance with surplus lines regulations in all aspects of client interactions and policy placements.
* Accurately and timely submit surplus lines reports and documentation as required by regulatory authorities.
* Stay updated on industry trends and changes in regulatory guidelines to mitigate compliance risks.
Policy Administration:
* Oversee the application and policy issuance process, ensuring accuracy, completeness, and adherence to regulatory requirements.
* Review policy documents and endorsements for accuracy and compliance.
* Collaborate with underwriting teams to assess risks and determine appropriate coverage options.
* Manage policy renewals, endorsements, cancellations, and claims processes efficiently and effectively.
QUALIFICATIONS
Requirements:
* A
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:37
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JOB DESCRIPTION
The EVP, PRS North America Sales & Distribution Leader is responsible for leading 120 Sales & Distribution professionals in North America to achieve planned profitable growth targets across all regions.
Top responsibilities include driving execution and measurement of key sales initiatives and development of distribution tier strategies and sales best practices while providing strong leadership and development to the North American S&D team.
Additionally, through PRS Regional Sales & Distribution Leaders, the EVP, PRS NA Sales & Distribution leader drives, measures, and evolves strategy for:
* Sales management including sales best practices consistency across the regions
* National distribution partner relationship management
* Distribution management and engagement
* Utilization of competitive intelligence and analytics, as well as sales data reporting
* Sales skill development of PRS S&D staff
* Sales strategies for new and existing products
* Further evolution of the sales culture and S&D function
As PRS evolves its distribution and sales strategy for future success, the NA S&D Leader encourages innovative thought and experimentation with new tactics and initiatives that keep PRS at the forefront of the premium insurance market.
Key Responsibilities:
* In collaboration with Regional Leaders, oversees the performance of the PRS Sales & Distribution team ensuring strong performance and accountability to production results and tactics
* Creates and executes sales strategy for timely division initiatives such as Opportunity Geographies
* Manages NA premium production budgeting process and creates NA wide tactical plans to achieve same
* Conducts monthly financial reviews to initiate tactical shifts by branch/region to drive growth including new business, cross sell, retention, and pipeline management.
Cultivates in depth knowledge and analysis of results to identify and act on trends and adapt as needed to maximize production.
* Manages S&D expense plan and works with Regional Leaders and REOs to develop and execute commission plans
* Envision and execute a robust distribution strategy that contemplates the distribution consolidation trend and Chubb's growth expectations
* Acts as member of PRS home office leadership team.
Partners with PRS home office leaders to ensure alignment of key deliverables, timelines, and results.
Represents the marketplace and distribution in home office work.
Has his/her finger on the pulse of the market.
* Cultivates collaborative relationships within and outside of PRS leveraging the talent and contributions of the entire sales & distribution team
+ Ongoing collaboration with Field Admin leadership is required to formulate successful distribution strategies that take into consideration local markets
+ Strong collaboration with the PRS Chief Marketing Officer ensures that sales strategy and tactical ex...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:35
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JOB DESCRIPTION
Chubb is the world's largest publicly traded property and casualty insurer.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
Position Summary
Chubb Small Commercial Insurance (SCI) leverages superior underwriting expertise and world-renowned claims, account services, and financial strength to offer solutions for small businesses.
Ideal candidate must be highly motivated to succeed, have strong communication skills both verbal and written, and have a strong desire to learn with a willingness to embrace change.
This position is responsible for supporting the underwriting process for our online platforms for multiple lines of business which include but are not limited to: BOP, Commercial Auto, Workers Compensation, Cyber Digitech, and Umbrella.
Major Duties & Responsibilities:
* Serves as first level of contact for agent inquiries, contract questions, pricing questions, system training needs, and post bind service requests within designated authority.
* Researches and gathers appropriate information and responds to those inquiries within established Service Level Agreements (SLA's).
Communicates directly with agents both verbally (phone) and/or in writing (email) as required.
+ When outside of designated authority or expertise, forwards to respective business team with supporting research and documentation.
+ When within designated authority; evaluates, accepts, rejects, or modifies risks within established underwriting guidelines, authority, and compliance regulations.
Complies with corporate standards, procedures, business strategies and rating plans.
+ Assumes ownership of agent inquiries through to resolution, including those inquiries that are handled in areas outside of Digital Concierge to ensure agent receives a response and is satisfied.
* Ability to sell and negotiate to achieve profitability for the Company.
* Assists with all transaction types including, but not limited to: new business, renewals, endorsements, referrals, BORs, rewrites, and cancellations as assigned.
* Utilizes Small Commercial Inventory Management systems, MS Dynamics, and UW Services mailboxes, along with additional technologies, to manage daily workload to meet Service Level Agreements with underwriters and agents.
* Builds and maintains a result-oriented relationship with the agents and underwriters to drive overall results including profitability, growth, and retention.
* Performs other duties as required to best serve customer, team, and management needs.
QUALIFICATIONS
ABOUT US
...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:34
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As a Lead Architect at JPMorgan Chase, you play a vital role in a team dedicated to creating top-notch architecture solutions for diverse software applications utilizing modern cloud-based technologies.
Your core technical contributions involve delivering essential architecture solutions, including data architecture, across multiple technical domains within Asset & Wealth Management (AWM) and Global Client Onboarding to support project objectives.
Job responsibilities:
* Develop and maintain the data architecture framework, standards, and principles for Asset & Wealth Management (AWM), ensuring scalability, performance, and security.
* Collaborate with business leaders to define and execute the data strategy, aligning with organizational goals and regulatory requirements.
* Establish and enforce data governance policies and procedures to ensure data quality, consistency, and compliance.
* Design and implement data integration solutions to consolidate data from various sources, ensuring seamless data flow across systems.
* Evaluate and recommend data management technologies and tools that enhance data capabilities and support business needs.
* Work closely with IT, business units, and external partners to understand data requirements and deliver effective solutions.
* Stay abreast of industry trends and emerging technologies, incorporating best practices into the data architecture.
* Create comprehensive documentation and provide training to ensure effective use and understanding of the data architecture.
Required qualifications, capabilities, and skills:
* Bachelor's or Master's degree in Computer Science, Information Technology, or a related field.
* Minimum of 5 years of experience in Architecture, Data management, or related roles within the financial services industry.
* AWS Cloud experience in building solutions.
* Strong analytical and problem-solving skills, with the ability to translate business requirements into technical solutions.
* Excellent verbal and written communication skills, with the ability to convey complex data concepts to non-technical stakeholders
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 al...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:31
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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 information...
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Type: Permanent Location: Pasadena, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:31
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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: Green Bay, US-WI
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:27
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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: Davison, US-MI
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:25
-
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: State College, US-PA
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:21
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client 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: Fairfield, US-CT
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:18
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At J.P.
Morgan Asset Management, we provide investment solutions to many of the world's largest pension plans, sovereign wealth funds and central banks.
The cornerstone of our approach to investing is our dedication to in-house research.
Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe.
Our investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework.
We provide investment strategies across regions, sectors, styles and the market cap spectrum.
Job Summary
As an Investment Stewardship Specialist within the Sustainable Investing and Stewardship team, you will support the delivery of the annual and long-term objectives of JPMAM's investment stewardship program and contribute to carrying out governance analysis, stewardship engagement, and proxy voting.
You will be supporting and implementing our efforts in advancing independent data gathering and analysis and conducting research and due diligence on shareholders' meetings.
The role is in a front office environment which will involve regular interactions with our research analysts and portfolio managers across Equities, Fixed Income and Multi-Assets Solutions.
It will involve engaging with senior representatives of the companies in which we invest on their business and sustainability practices with a focus on promoting best outcomes for our clients.
You should possess a passion for independent, creative and critical thinking and a desire to be a part of a fast-moving and fast-growing team that is making pioneering changes.
This role will report to the Head of Investment Stewardship, North America.
Job Responsibilities
* Conduct proxy research, due diligence and voting in collaboration with the investment teams and other Investment Stewardship Specialists, using a variety of data sources and technologies
* Support voting related audit program and compliance reporting.
Conduct communication with client teams on proxy voting related matters, including preparation of voting case-studies and client level voting statistics.
* Help identify and target companies for specific investment risks; support in delivering theme-specific engagements with representatives of companies to manage identified risks and deliver outcomes for our clients.
* Assist stewardship engagements with portfolio companies in collaboration with investment teams on investment and sustainability themes; research and develop the engagement agenda and pipeline; coordinate between different investment teams to ensure alignment on key engagement issues.
* Develop and take ownership of reporting of theme-specific corporate engagement and proxy voting activities in collaboration with the investment and stewardship teams; assist with NP-X filings, partner with JPMAM's client servicing teams to ensure client repor...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:17
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The Asset Based Lending (ABL) team is part of J.P.
Morgan's Commercial Bank.
In this role you will be the focal point of team management and strategy including client acquisition and ongoing relationships with the world's most innovative companies.
You will be leading this National Group to deliver the entire firm to our clients.
As the Head of ABL -Managing Director within the Commercial Bank, you will lead a team of National Bankers focused on expanding and sustaining profitable banking relationships with Life Sciences clients.
You will collaborate closely with credit underwriting, treasury sales, client service, and other functional areas to provide comprehensive products and solutions to clients.
Additionally, you will manage your own portfolio while leading the banking team, with client visits accounting for roughly 25% of your schedule.
Job Responsibilities
* Lead a National Team of ABL Bankers in originating ABL Dealflow
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Deliver the entire firm across lines of business
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
* Lead specially assigned projects for the benefit of region and national team
* Hire, manage, coach, mentor and retain a high performing and diverse team
* Foster a diverse, equitable and inclusive work environment
Required Qualifications, Capabilities and Skills
* Typically a minimum of fifteen years of Management Experience and ABL account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team
* Sales management and business development skills with proficiency in building and maintaining positive client relationships
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong technology experience; digital background preferred
* Flexible to changing business priorities and ability to multitask
* FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable time frame
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 br...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:09
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Green Bay, US-WI
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:03
