-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:23
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:22
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:20
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:16
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: El Segundo, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:15
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Klamath Falls, US-OR
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:14
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:13
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:12
-
Job Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your cont...
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:11
-
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 ...
....Read more...
Type: Permanent Location: Chico, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:10
-
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...
....Read more...
Type: Permanent Location: Palm Beach Gardens, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:09
-
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
....Read more...
Type: Permanent Location: Vancouver, US-WA
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:07
-
Posting Description
J.P.
Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally.
The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P.
Morgan's various private equity and real estate entities.
Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients.
Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams.
You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations.
Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities
* Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
* Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
* Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
* Ensure adherence to control framework including prescribed policies and procedures
* Lead and work on ad hoc client projects and internal initiatives
* Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
* Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence
Required qualifications, capabilities and skills
* A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
* Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
* Bachelor's Degree in Accounting, Finan...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-26 10:46:06
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International Private Bank - Private Banker - Analyst
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's International Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Banker Professional in the International Private Bank, you will provide integral daily support to Client Advisors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
* Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
* Assist in account opening process and internal preparation to facilitate subsequent investments
* Monitor client accounts and provide basic client information management
* Conduct daily account administration
* Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams
* Liaise with Operations and Client Service Specialist teams
* Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.
Required Qualifications, Capabilities, and Skills
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Fluent in English and Spanish
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These b...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-26 10:45:52
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Description
Description
At Chase Home Lending, we are committed to fostering a collaborative and inclusive work environment where you can grow your career and make a meaningful impact.
As a Lending Manager, you will have the opportunity to lead a talented team, drive business growth, and contribute to the success of our Home Equity Line of Credit business.
Join us and be part of a team that values innovation, excellence, and customer satisfaction.
You have a passion for enabling the dream of homeownership and use your knowledge to build deep relationships within the community.
As a Consumer Direct Home Lending Manager in Chase Home Lending, you will play a pivotal role in re-launching our Home Equity Line of Credit business.
You will leverage your expertise in the home lending industry to lead and motivate a team of Home Lending Advisors and Associates who are dedicated to serving our customers' financial needs.
This role offers a unique opportunity to advance your career while making a significant impact on our business.
Job Responsibilities
* Utilize your strong interpersonal skills to effectively manage and grow a team of Home Lending Advisors/Associates, maximizing sales opportunities.
* Demonstrate exceptional leadership by attracting, recruiting, retaining, and developing a successful team who thrive in Chase's business environment.
Provide overall sales leadership, model and coach key behaviors, and ensure effective education and employee development.
* Provide routine feedback and aim to achieve goals, maximizing the sales opportunities presented.
* Foster a high-morale, hard-working team environment that prioritizes customer satisfaction and a passion for exceeding goals.
* Lead and support your team in helping customers access their home equity to finance life events, ensuring a customer-first approach in all interactions.
* Monitor and analyze team performance metrics to identify areas for improvement and implement strategies to enhance productivity and sales results.
Required qualifications, capabilities and skills
* Proven experience in the home lending industry with a strong understanding of mortgage products and services.
* Demonstrated ability to lead, inspire, and develop a high-performing sales team.
* Strong interpersonal and communication skills, with the ability to build relationships and influence others.
* Ability to execute strategic business plans and achieve sales targets while ensuring compliance with regulatory requirements.
* Commitment to continuous improvement and professional development.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financia...
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-26 10:45:50
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The mission of J.P.
Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best in industry platforms, solutions, and advice.
The team engages and supports Advisors to provide product education and guidance, connecting the value proposition of our platforms with the short- and long-term goal of our clients.
As a Vice President Multi-Asset Specialist within J.P.
Morgan Wealth Management's Investments & Advice team, you will work collaboratively with regional leadership, advisory programs, and managed solutions with the goal of servicing JP Morgan Advisors and their investment teams.
You need to have a broad understanding of portfolio construction, portfolio risk, and asset allocation solutions.
You will develop thorough knowledge of our investment platform, for discretionary and non-discretionary advisory, as well as all available investment management solutions.
Our team functions as key support for all investment product and service for our advisors.
Job Responsibilities
* Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business.
* Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients.
Assist advisors with client proposals.
* Present on national and regional call series, manage communication with your assigned regional coverage areas.
* Partner with sales managementwith your regional leadership to provide content, increase investment flows, identifying trends and providing thought leadership throughout various market conditions.
* Occasional travel to your assigned regions will be required (likely semi-annual, depending on demand).
Required Qualifications, Capabilities and Skills
* Minimum of 5 years' experience in investments and financial institutions
* SIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)
* Knowledge of Asset Allocation and Portfolio Construction
* Passion for the markets and the ever evolving investments landscape
* Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities.
* Strong verbal and written communication skills
* Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment
Preferred Qualifications, Capabilities and Skills:
* Advisory background preferred
* Advanced credentials: CFA, CIMA, CFP (not required)
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 busin...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-26 10:45:47
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If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.
As a Personal Advisor, in J.P.
Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals.
You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.
Morgan's Chief Investment Officer.
You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.
Personal Advisors will work in a team based office environment to support the full book of clients.
Job responsibilities:
- Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
- Convert high quality leads into new clients and help to maintain those relationships
- Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
- Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• Bachelor's degree preferred
• CFP preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits a...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-26 10:45:41
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* 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
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
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Type: Permanent Location: Tucson, US-AZ
Salary / Rate: Not Specified
Posted: 2025-07-26 10:45:40
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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: North Canton, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-26 10:45:35
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JOB DESCRIPTION
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position within a specific line of business, and you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team.
* Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
* Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
* Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
* Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
* Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations.
Specific Responsibilities:
Responsibilities include implementation of reinsurance treaty agreements protecting Chubb business units, analyzing Chubb treaty reinsurance agreements, identifying terms and conditions, analysis of premium/commission registration, and other attachment criteria.
The role will interact with a diverse group of internal & external partners including Divisional Financial Officers, Senior Underwriters, Ceded Reinsurance Buyers and Brokers and Senior Management.
Interpret and implement treaty reinsurance agreements supporting various Chubb business units.
Complete data analysis and reconciliations for quality control of claims attachment and premium registration.
Maintain established measures of business performance in evaluating and controlling monthly production, premium registration by statutory company and line of business.
Partner with Ceded Re Buyers and the Business Units to prepare & evaluate ceded premium allocation to accurately impact business unit financial results.
Communicate and resolve issues with the business units finance teams and reinsurance intermediaries impacting efficient execution of ceded reinsurance programs.
Assists with the execution of special projects and performs other duties and tasks to meet company objectives within established time frames.
QUALIFICATIONS
* Bachelor's
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...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-07-26 10:45:34
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JOB DESCRIPTION
Billing Services Manager - Workflow & Quality Control
Responsible for ensuring the accuracy of workflow and standard operating procedure documentation and developing, maintaining and measuring the quality of the billing and collection process through the design and implementation of best practices, execution of audit process and management reporting of audit results.
Responsibilities include periodic review of workflow documentation along with the identification of audit process opportunities, developing audit guidelines that ensures financial and operational objectives of the billing and collections department, defining the documentation and support needed to facilitate the audit program and communicate results to provide performance feedback and continuous improvement.
Responsibilities:
* Responsible for ensuring workflow and standard operating procedure documentation is accurate and up to date working in close partnership with billing & collections leadership.
* Responsible for enhancing billing and collection process quality through active measurement of process standards and provide continuous feedback for billing operations management and staff.
* Develop a framework for quality assurance discipline to ensure key processes have been identified for both financial and operational impact, forms/template development to match identified best practices, audit schedule and capacity planning, audit sampling methodology and management reporting of results.
* In partnership with billing operations leads develop standards or best practices that will be measured through quality assurance audit process aligned to key financial and operational objectives.
* Capture and measure audit results including the development and management of audit forms/templates, audit result repository and audit sample methodology to ensure evidence and process coverage is achieved.
* Develop and distribute documentation of audit results that provides staff, direct management and senior management understanding of performance and corrective action plans for areas of opportunities.
* Provide collaboration with billing operations leads to understand their business objectives, strategies, and on-going challenges and partner to develop and prioritize key initiatives
QUALIFICATIONS
* QA
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 ...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-07-26 10:45:32
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If you are looking for a game-changing career, working for one of the world's leading financial institutions, you've come to the right place.
As a Principal Software Engineer at JPMorgan Chase within the Corporate Sector - AI/ML Data Platforms team, you provide expertise and engineering excellence as an integral part of an agile team to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Leverage your advanced technical capabilities and collaborate with colleagues across the organization to promote best-in-class outcomes across various technologies to support one or more of the firm's portfolios.
Job responsibilities
* Build AI enabled consumer centric and business use-case products using LLMs, RAG, Agents
* Design, develop software solutions, 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.
* Develops innovative AI/ML solutions for the LLM Suite platform utilizing public cloud architecture and modern standards, specifically with Azure, AWS using both commercial and open source models
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies.
* Influences leaders and senior stakeholders across business, product, and technology teams
* Creates durable, reusable software frameworks that are leveraged across teams and functions.
* Adds to team 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
* Hands on experience of Large Language Model (LLM) techniques, including Agents, Planning, Reasoning, and other related methods.
* Hands-on experience delivering system design, application development, testing, load testing, scaling, resiliency of AI Solutions
* Cloud native experience with AWS, Azure
* Proficient in building scalable, resilient, secure systems with AI models and distribute compute technologies.
* Ability to present and effectively communicate with Senior Leaders and Executives
* In-depth experience with /Ranking, Recommender systems, RAG (Similarity Search), Agent systems, and other advanced methodologies.
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field.
Preferred qualifications, capabilities, and skills
* Experience with JAX, Ray, MLFlow, and/or other distributed training frameworks.
* Familiarity with NL 2SQL systems
* Experience with fine-tuning LLMs for specific usecases
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the wor...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-07-26 10:45:31
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JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking a Sr.
Implementation Specialist to join our fast-paced, high energy, growing company.
We are proud of our tradition of success in the insurance industry of over 100 years.
Come join our team of hard-working, talented professionals!
JOB Summary
The Sr.
Implementation Specialist is responsible for developing and managing client implementation project plans for new and existing implementations.
Coordinate with internal and external partners to ensure appropriate timeframes are established and key timelines are met throughout the implementation process.
Responsibilities
* Single source of contact for clients, brokers and external partners during the implementation and enrollment process
* Partner with Enrollment Services to ensure quality, timely enrollments
* Manage the internal Implementation process including execution of enrollment data
* Demonstrate a solid knowledge of CWB's products, services including administration and billing and technology platforms
* Display an understanding of interdependencies/relationships with other internal partners
* Conduct product and technology platform enrollment trainings for key agencies, brokers and benefit counselors
* Participate in VIP and Finalist presentations
* Establish and build cohesive partnerships with internal and external customers
* Deliver exceptional and timely customer service when addressing implementation questions and issues
* Manage and steward implementation issues toward resolution in a timely and efficient manner
* Responsible for service delivery up and thru first bill payment and reconciliation
COMPETENCIES
* Problem Solving:Takes an organized and logical approach to thinking through problems and complex issues.Simplifies complexity by breaking down issues into manageable parts.Looks beyond the obvious to get at root causes.Develops insight into problems, issues and situation.
* Continuous Learning:Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally.Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise.Takes advantage of formal and informal developmental opportunities.Takes on challenging work assignments that lead to professional growth
* Initiative:Willingly does more than is required or expected in the job.Meets objectives on time with minimal supervision.Eager and willing to go the extra mile in terms of time and effort.
Is self-motivated and seizes opportunities to make a difference.
* Adaptability:Ability to re-direct personal efforts in response to changing circumstances.Is receptive to new ideas and new ways of doing things.Effectively prioritizes according to competing demands and shifting objectives.Can navigate through uncertainty and knows when to change course
* Results Orientation:Effectively executes on plans, drives for r...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-26 10:45:30
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JOB DESCRIPTION
Role summary:
The Associate Experience Designer role is an entry-level position that will contribute to a wide range of product design activities.
The role is responsible for assisting in the design of experiences to address customer problems, combining user experience and user interface design principles.
The role will support the design process to create intuitive solutions, enhancing the design and usability of Chubb's digital solutions.
It will also assist in implementing user-centered methodologies, contributing to strategy, research, design, and user testing.
Who you are:
* You are enthusiastic about the opportunity to contribute to the design of exceptional user experiences to solve customer problems, integrating user experience and user interface, and communication design principles.
* You are ready to support the delivery of the vision of user experience design and strategy.
* You are motivated to assist in creating intuitive solutions, enhancing the design and usability of Chubb's digital solutions, and supporting user-centered methodologies from strategy, research, design, and user testing.
* You are eager to collaborate with multi-disciplinary teams in an iterative manner to contribute to Chubb's superior digital service execution.
* You are dedicated to the continuous improvement of your team, yourself, and the culture at Chubb.
What you will do:
* Design System focus (50%):
+ Assist in the creation, enhancement, and support of the Design System, ensuring consistency and scalability across digital products.
+ Collaborate with design and development teams to roll out the Design System, providing guidance and support to ensure seamless integration.
+ Help apply, promote, and iterate design guidelines, best practices, and standards specific to the Design System.
+ Support the maintenance and documentation of the Design System, ensuring it meets the evolving needs of the organization.
* Digital Consumer proposition support (50%):
+ Collaborate with senior design professionals to rapidly prototype, create storyboards, and develop graphic designs that enhance customer experiences (CX) within the insurtech domain.
+ Conduct industry research on customer experience (CX) and user experience (UX) trends to inform and inspire innovative digital consumer propositions.
+ Provide agile design support to translate strategic concepts into visual assets, facilitating the development of innovative digital consumer propositions.
+ Partner with the development team to transition prototypes and proofs of concept (POCs) into fully functional digital solutions.
+ Assist in the implementation phase by ensuring design integrity and alignment with user experience goals, supporting a seamless transition from design to development.
* General responsibilities:
+ Adhere to responsive design principles a...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-26 10:45:29
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JOB DESCRIPTION
Chubb Insurance Solutions Agency, CISA, is a Chubb-owned agency licensed in all 50 states.
CISA provides managed access to Chubb for agents who do not have a full appointment and administers other innovative programs designed to efficiently obtain business through non-traditional distribution methods.
CISA distributes a wide variety of middle market products, including Property & Casualty, Management & Professional Liability, as well as Accident & Health.
CISA is one of Chubb's largest and fastest growing distributors.
The agency serves as a platform for innovative ideas in the areas of remote & digital marketing, alliance sales, and unique distribution challenges.
Key Responsibilities Include:
CISA Surplus Lines Agency Bill support:
* Surplus Lines Agency Bill invoicing, creating invoices, follow up, and research needed to ensure payments have been made
* Surplus Lines client creation in two agency management systems, ensure all documents are attached and appropriate notes are entered.
* Keep track of quarterly installments, ensuring each bill goes out correctly and on time.
CISA Surplus Lines Administrative Support
* Management of the Surplus Lines email box, distributing emails to underwriting, account executives or PRS operations
* Researching agent codes and contact information on all renewals
* Request new surplus lines codes, if needed
CISA Group Personal Excess Support:
* Review GPE mailbox and distribute as appropriate.
* Send annual GPE certificates to policy participants.
* Work in PayPal to create invoices and send to individual participants.
* Deposit GPE CISA checks
* Email GPE renewal offers.
Customer Service Support:
* Apply critical thinking and decision-making skills to achieve service goals.
* Respond to agents/customer requests.
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 identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qual...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-26 10:45:27
