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About Sagility
Sagility combines industry-leading technology and transformation-driven BPM services with decades of healthcare domain expertise to help clients draw closer to their members.
The company optimizes the entire member/patient experience through service offerings for clinical, case management, member engagement, provider solutions, payment integrity, claims cost containment, and analytics.
Sagility has more than 25,000 employees across 5 countries.
Job title:
LPN/OTA/PTA Clinical Utilization Management Reviewer
Job Description:
We are currently hiring a Clinical Utilization Management Reviewer.
This role is primarily responsible for the evaluation of the medical necessity, appropriateness, and efficiency of the use of health care services, procedures, and facilities under the provisions of client?s benefits plan.
The Utilization Management (UM) Reviewer is responsible for day-to-day timely clinical and service authorization review for medical necessity and decision-making.
The Utilization Management Reviewer has a key role in ensuring the client meets CMS compliance standards in the area of service decisions and organizational determinations.
Successful candidates must have a current, valid Massachusetts clinical license in good standing.
Key responsibilities:???
* Conducts timely clinical decision review for services requiring prior authorization in a variety of clinical areas, including but not limited to Durable Medical Equipment/Services, Long Term Services and Supports (LTSS), and Home Health (HH)
* Applies established criteria (e.g., InterQual and other available guidelines) and employs clinical expertise to interpret clinical criteria to determine medical necessity of services
* Communicates results of reviews verbally, in the medical record, and through official written notification to the primary care team, specialty providers, vendors and members in adherence with regulatory and contractual requirements
* Provides decision-making guidance to clinical teams on service planning as needed
* Works closely with Clinicians, Medical Staff and Peer Reviewers to facilitate escalated reviews in accordance with Standard Operating Procedures
* Ensures accurate documentation of clinical decisions and works with UM Manager to ensure consistency in applying policy
* Works with UM Manager and other clinical leadership to ensure that departmental and organizational policies and procedures as well as regulatory and contractual requirements are met
* Creates and maintains database of denied service requests
* Additional duties as requested by supervisor
* Standard office conditions.
Some travel to clinical practices may be required.
Education:??
* Associates Degree
* Massachusetts LPN, OTA or PTA clinical license in good standing.
Experience:??
* Required: 3+ years combined clinical and utilization management/care management experience
* Required: Home Health exper...
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Type: Permanent Location: El Paso, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-23 08:50:08
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Join our dynamic Wholesale Credit Risk Quantitative Research team as a Gen AI Data Scientist, where you'll have the opportunity to revolutionize the credit risk process using cutting-edge Generative AI solutions.
This role offers a unique chance to leverage the firm's extensive big data resources and make a significant impact on the financial industry.
Be part of a team that values innovation and collaboration, and help shape the future of credit risk management.
As a Gen AI Data Scientist in the Wholesale Credit Risk Quantitative Research - Applied AI/ML team, you will play a pivotal role in developing Generative AI tools to enhance the End-to-End credit risk process across Wholesale.
You will work closely with a team that thrives on innovation and is committed to improving risk monitoring capabilities through advanced data science techniques.
Job Responsibilities
* Develop and apply modern Machine Learning methodologies, LLM, and NLP techniques to solve complex business problems.
* Create risk strategies that enhance risk monitoring using data from various sources.
* Analyze structured and unstructured data from internal and external sources to drive actionable insights in credit risk.
* Lead the development and rapid deployment of AI solutions based on macro-economic factors and current events affecting the Wholesale portfolio.
* Develop data visualization and summarization techniques to convey key findings in dashboards and presentations to senior management.
Required qualifications, capabilities, and skills
* Advanced degree in an analytical field (e.g., Data Science, Computer Science, Engineering, Mathematics, Statistics).
* Deep understanding and practical expertise in Machine Learning, with strong LLM/NLP expertise or experience.
* Experience with a broad range of modern analytic and data tools, particularly Python/Anaconda, Tensorflow, Keras/PyTorch, Spark, SQL, etc.
* Experience with model implementation and production deployment.
* Excellent problem-solving, communication, and teamwork skills.
* Desire to use modern technologies as a disruptive influence within Banking.
Preferred qualifications, capabilities, and skills
* Experience working on Cloud platforms.
* Financial service background.
* Strong preference for candidates with experience in deploying AI solutions in a financial context.
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 ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-23 08:50:06
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Are you looking for an exciting opportunity to solve large-scale business problems using Generative AI? Join our dynamic team to tackle these challenges as part of the Wholesale Credit Risk Quantitative Research - Applied AI/ML team.
You will develop innovative AI solutions leveraging the firm's extensive data resources, focusing on creating tools based on Large Language Models (LLMs) to enhance the End-to-End credit risk process across Wholesale.
This role offers a unique chance to innovate and make a significant impact in credit risk management.
If you are passionate about AI and eager to work on cutting-edge solutions, we encourage you to apply.
As a Generative AI Data Scientist in the Wholesale Credit Risk Quantitative Research - Applied AI/ML team, you will develop AI solutions to address business challenges and enhance the credit risk process.
You will collaborate with cross-functional teams to translate requirements into technical solutions and manage the full lifecycle from Proof of Concept to production-ready solutions.
Your work will ensure the performance and reliability of deployed solutions, staying informed on the latest AI/ML advancements.
Job Responsibilities
* Develop and implement AI solutions to address business challenges.
* Collaborate with cross-functional teams to translate requirements into technical solutions.
* Formulate risk strategies to enhance risk monitoring using diverse data sources.
* Manage the full lifecycle from Proof of Concept to production-ready solutions, including stakeholder presentations and post-implementation monitoring.
* Ensure the performance and reliability of deployed solutions.
* Stay informed on the latest AI/ML advancements.
* Lead the development and rapid deployment of AI solutions influenced by macro-economic factors and current events.
Required qualifications, capabilities, and skills
* Advanced degree in Data Science, Computer Science, Engineering, Mathematics, or Statistics.
* Minimum of 5 years of experience in applied AI/ML.
* Strong understanding and practical experience with Machine Learning; expertise in LLM/NLP.
* Proficiency in modern analytic and data tools, especially Python/Anaconda, TensorFlow, Keras/PyTorch, Spark, and SQL.
* Experience in model implementation and production deployment.
* Excellent problem-solving, communication, and teamwork skills.
Preferred qualifications, capabilities, and skills
* Cloud experience.
* Background in financial services.
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 ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-23 08:50:05
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Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment.
As a Payments Sales Support Associate in the Global Payments Corporate Sales organization, you will provide sales support to Payments Sales Managers (PSMs) and Payments Client Managers (PCMs).
This role is critical in ensuring the smooth expansion of our sales relationships and execution of our sales processes.
Job responsibilities:
* Assist in the creation and customization of client presentations to support Sales initiatives
* Conduct data analysis to provide insights and recommendations for client development strategies
* Collaborate with sales teams to identify opportunities for client growth and engagement, document deal solutions and proposals, prepare materials for client presentations and negotiations
* Support the development and maintenance of account plans, and assist in the preparation of documentation for account reviews and strategy sessions
* Schedule and coordinate client calls and meetings for Sales, ensuring all logistics are handled efficiently
* Prepare and distribute client briefings to relevant stakeholders before meetings, and document and distribute call reports capturing key discussion points and action items
* Monitor and update the Sales pipeline, ensuring accurate and timely data entry
* Track the progress of Sales opportunities and provide regular status updates to the Sales team
* Identify potential bottlenecks in the sales process and suggest improvements
* Operate with a risk-based mindset with strict adherence to compliance and controls
* Ensure quality output of work product in accordance with brand and company standards
Required qualifications, skills and capabilities:
* 2+ years of experience in a sales, client management, relationship management or related field
* Strong organizational and multitasking skills with attention to detail
* Excellent communication and interpersonal skills
* Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software
* Ability to analyze data and generate actionable insight
* Self-motivated and able to work independently as well as part of a team
Preferred qualifications, skills and capabilities:
* Payments Experience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-23 08:50:02
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Be a trusted advisor to our Commercial Bank clients.
Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.
As a Client Service Sr.
Associate in the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.
Client Service Senor Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio.
In this role, you will serve as the primary point of contact for each client assigned to your portfolio.
Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients.
Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.
Job Responsibilities
* Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles
* Develop long term client relationships
* Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
* Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
* Proactively discuss client trends/issues with internal partners to further customize solutions for clients
* Actively participate in deal team meetings as new products and services are added to clients
* Influence internal partners to recommend products and services based on knowledge of client behaviors
* Learn and understand existing and upcoming technologies to support client consultation and requests
* Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
* Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
Required qualifications, capabilities and skills
* Comprehensive knowledge of Treasury Services and/or Custom Card products
* Data Analytics & Change Management experience
* Ability to influence others without direct supervision
* Ability to provide quantifiable management reporting & present findings
* Project Management & Execution
* Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
* Strategic thinking with the ability to adapt to change
* Demonstrated team building skills and ability to work in a team environment
* 3+ years of client facing work experience
Preferred qualifications, capa...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-07-23 08:50:01
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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...
....Read more...
Type: Permanent Location: New Albany, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-23 08:50:00
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As 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 ...
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Type: Permanent Location: Tulsa, US-OK
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:59
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J.P Morgan is seeking an experienced and strategic Social Media Manager to lead, and measure, employee advocacy and engagement on social media platforms, with a primary focus on LinkedIn.
As the digital cornerstone for global networking, career discussions, and business growth, LinkedIn is the primary platform for J.P.
Morgan employee use.
As a LinkedIn Employee Advocacy Communication Manager on the Global Social Media team, you will drive employee engagement and advocacy efforts on LinkedIn.
You will support our LinkedIn Sales Navigator initiatives, provide internal education and guidance, manage the Corporate & Investment Banking (CIB) Ambassador and Advocacy programs, and ensure adherence to controls and guardrails to protect our employees and the firm.
You will leverage your deep understanding of social selling, content creation, social media analytics, and B2B marketing and communications in a dynamic and collaborative environment.
Job responsibilities:
* Provide guidance, support, and guardrails for employees regarding LinkedIn best practices
* Oversee and execute the onboarding and off boarding of CIB program participants
* Communicate updates of program progress and results, providing consistent measurement
* Create and maintain employee forward-facing editorial calendars for Ambassador programs, with coherent content pillars and support distributing content for Advocacy programs
* Create and publish content on behalf of Ambassadors, ensuring high-quality visuals and graphics alongside strong copywriting
* Analyze program performance, providing insights and recommendations for continuous improvement
* Conduct training sessions to educate employees on the firm's social media policy, ensuring employees are well-informed and compliant with social media guidelines
* Collaborate with key partners across risk, controls, legal and compliance to protect the firm and employees by adhering to regulatory and line of business requirements
* Oversee industry trends and platform updates
* Lead and inspire a team of two direct reports
* Foster a collaborate and creative work environment, encouraging innovation
Required qualifications, capabilities, and skills:
* Enthusiastic team player who is able to work closely with senior stakeholders across several departments including: banking, research, compliance, legal, technology, communications, marketing, and risk
* Bachelor's degree
* 8+ years of professional work experience
* Significant experience working in Social Media and/or in Executive Communications and in-depth knowledge of LinkedIn and its capabilities, including experience with LinkedIn Sales Navigator
* Possess a strong leadership presence, excellent presentation skills and the ability to convey decisions with clarity
* Sound judgment and high-quality written, verbal, and interpersonal communication skills
* Ability to cultivate relationships in the ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:58
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
....Read more...
Type: Permanent Location: Beverly Hills, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:57
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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...
....Read more...
Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:55
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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...
....Read more...
Type: Permanent Location: Humble, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:54
-
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: Katy, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:53
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Lima, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:52
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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 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 ot...
....Read more...
Type: Permanent Location: Schaumburg, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:51
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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 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 ot...
....Read more...
Type: Permanent Location: Warrenville, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:51
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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...
....Read more...
Type: Permanent Location: Redmond, US-WA
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:49
-
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other informatio...
....Read more...
Type: Permanent Location: Melrose Park, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:49
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Cheshire, US-CT
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:48
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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...
....Read more...
Type: Permanent Location: Novi, US-MI
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:46
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Join our Asset & Wealth Management team as a member of our Campbell Global team where you will have the opportunity to work with local and corporate professionals providing excellent management services to clients.
As a Forester within Campbell Global, you will be responsible for planning and supervising all aspects of forest management activities to ensure forest management goals and objectives are achieved in a manner consistent with environmental standards.
As a Forest Supervisor within Campbell Global, you will be responsible for managing and supervising silviculture and timber harvesting activities in accordance with Campbell Global' s budgetary, regulatory, and environmental guidelines.
Job responsibilities
* Contract with third parties to perform harvesting, silviculture, and road construction and maintenance-related services (prospectus preparation, identification of qualified/licensed contractors or consultants, bid analysis, negotiations, contract execution and compliance monitoring)
* Implement policies, procedures, and guidelines regarding all forest management activities to ensure the highest quality while managing cost effectiveness
* Maintain full and appropriate compliance with applicable Federal, State and Local regulations, Licensing Standards, Forest Practice laws, SFI Standards, and FSC Standards with the ability to obtain chemical application license within 6 months
* Implement policies, procedures, and guidelines regarding all forest management activities to ensure the highest quality while managing cost effectiveness utilizing GIS system to provide information needed to update maps regarding stand treatments, boundaries, inventory depletions, stream locations and stream classification
* Monitor expenditure and operation levels closely in order to comply with budget limitations, and participate in quarterly and annual budgeting processes and "Forward Look" process, as needed.
* Represent Campbell Global at all levels, maintaining good communication and excellent professional working relationships with outside companies, contractors and agencies as well as internal team members
* Participate within the organization to ensure all timberland management investment services meet or exceed client commitments while ensuring that environmental or financial risk management reporting is conducted in a timely and professional manner to your Forest Supervisor and, if appropriate, local Safety Coordinator
Required qualifications, capabilities, and skills
* A bachelor's degree in forestry, Forest Management, Forest Engineering or Forest Operations Management with a minimum of 2 years' work experience in forest management or equivalent training and experience
* Strong analytical and critical thinking skills, with ability to manage multiple projects from initiation to final completion in a timely and efficient manner
* Demonstrated interpersonal, oral communication and written communic...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:46
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Credit Portfolio Group (CPG) is a fully integrated public-side function with global presence in London, Paris, New York and Singapore.
The group manages both the counterparty credit and funding risks around client transactions.
CPG also works with key stakeholders to facilitate the efficient use of capital, particularly those components of total capital most related to CPG activities.
As an Associate in the Credit Portfolio Group (CPG), you will act as a general center of expertise around derivatives.
You will work closely with: Sales, Structuring, XVA Trading (XVAT), LOB Trading, Credit Risk, Market Risk, Quantitative Research (QR), Legal and Reg Policy, assisting with exposure and capital models and pricing the appropriate XVA.
Job Responsibilities:
* Analyzing, modeling, and pricing material derivatives as part of trade execution;
* Determining the XVA (credit, funding, and capital implications/pricing) for credit-intensive or complex bilateral derivative transactions, ensuring proper handoff to XVAT or to the various self-insured trading desks for ongoing management of these risks;
* Executing the XVA hedges of onboarded client activity;
* Structuring transactions to enable a sensible risk/reward evaluation;
* Developing new risk measurement tools in partnership with Quantitative Research, and improving the bank's derivatives infrastructure;
* Covering markets and products for the North American and LatAm regions, developing close relationships with Sales/Trading and relevant stakeholders;
* Building a strong understanding of the bank's derivative exposure methodology and achieving full proficiency in the various modeling tools;
* Shaping the more qualitative risk considerations, in addition to raw metrics, as an essential part of the role.
Required qualifications, capabilities and skills:
* Experience in derivatives pricing.
* Possess a strong all-round knowledge of products traded, ideally spanning derivatives of all major asset classes.
Understand ISDA/CSA documentation, including the mechanics of collateral arrangements.
Appreciate the main risk drivers of products, including an understanding of the counterparty credit exposure of derivatives.
* Demonstrate strong partnership and communication skills.
* Articulate a view clearly and logically, and explain technical concepts to non-specialists.
* Exhibit credibility, influencing skills, and leadership.
* Display confidence, commercial acumen in weighing up risk/return, and make sound risk judgments.
Demonstrate potential to become relatively self-sufficient within a reasonable period of time.
* Be highly numerate, proficient with Excel.
* 3+ years' prior experience in a quantitative or analytical role covering complex structures and their risks.
Preferred qualifications, capabilities and skills:
* Ability to probe for additional information when required.
* Experience in counterparty credit ri...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:43
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Bring your expertise to shape and enhance the journey of products from inception to our customers' hands.
As a Product Delivery Director for the Innovation Economy Card within the Commercial Card business, you will lead innovation through the development of products and features that delight customers.
As a foundational owner on the team, you will leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that inspires cross-functional teams.
We are committed to serving the needs of all players in the Innovation Economy ecosystems-VCs, Founders, and portfolio companies.
As part of our commitment, we are building a fit-for-purpose Commercial Card offering that not only meets the current needs of companies throughout their life cycle, but can also grow and evolve to continue providing greater enhancements and benefits to help Innovation Economy clients run and grow their businesses most effectively
Job Responsibilities:
* Direct principal activities across the end-to-end delivery, launch, and commercialization of the Commercial Card product, including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting
* Foster internal relationships essential for facilitating the IE Card product offering while identifying and implementing opportunities to enhance efficiency and coordination across relevant product, tech, and operational teams
* Drive external partnerships critical to product development, ensuring partner accountability, transparency, and a strong influence on the partner roadmap
* Build the framework and track the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Develop a deep understanding of the technical specifications and benefits of the new solution, effectively communicating these benefits to customers, business and technical colleagues, and executives
* Maintain high visibility across product timelines and dependencies, monitor blockers, ensure adequate resourcing, and liaise with stakeholders and functional partners
* Lead change management initiatives across functional partners, ensuring compliance with the firm's risk, controls, compliance, and regulatory requirements
* Deliver periodic business updates to a diverse set of internal stakeholders, including Product teams and executives, Technology teams, Client segment leadership, Governing bodies, and Functional partners (e.g., Legal, Risk, Controls, Compliance, Finance, and Business Management)
Qualifications, Skills, and Capabilities:
* Knowledge of the Innovation Economy
* 8+ years of experience or equivalent expertise delivering high-impact and large-scale products, projects, or technology applications.
* Proven ability to lead complex operational management and change readiness at scale...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:41
-
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: Raleigh, US-NC
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:36
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Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to 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.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates.
You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture.
As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors.
This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
* Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
* Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
* Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
* Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
* 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
* A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
* Proven trusted relationship builder with a track record of delivering an exceptional client experience
* Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
* Demonstrated understanding of investments, wealth planning, credit and banking concepts
* Required Licenses: Series 7 and 66 (or 63 and 65).
Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
* A bachelor's degree
* Experience cultivating relationships through delivering Home or Business lending needs
This role is located...
....Read more...
Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:31
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Join our Commercial and Investment Bank (CIB) Data team as a Core Data Business Analysis U.S.
Lead.
This role offers a unique opportunity to drive strategic data solutions across the Commercial & Investment Bank, impacting high-profile change programs.
Be a part of a team that values innovation, collaboration, and career growth.
As a Director, Core Data Business Analysis U.S.
Lead within the CIB Core Data organization, you will be responsible for defining and delivering strategic Core data solutions.
You will collaborate with Product Solutions and Program Management partners to ensure alignment with business needs and priorities.
Your role will involve building stakeholder trust, scoping data needs, and demonstrating business value.
The CIB Core Data organization is dedicated to unlocking value through high-quality, compliant core data.
Our team works closely with Line of Business stakeholders and Core Data Operations and Technology partners to deliver robust product strategies.
This position is pivotal to the success of strategic initiatives like CRM, providing an outstanding opportunity at JP Morgan Chase.
Job Responsibilities:
* Jointly lead strategic solution and design for party, role, and relationship data informed from Business use case gathering, focusing on delivering business value for strategic initiatives like CRM.
* Gather, analyze, and document business requirements partnering with business stakeholders across Wholesale businesses & CRM teams.
* Lead senior stakeholder meetings, including preparation and presentation of data models and solutions.
* Support the adoption of the strategic Core data model from onboarding to downstream business processing, working with cross-functional teams.
* Develop business cases as needed for prioritization of technology build or enhancements and engage in the annual budgeting process.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree and significant experience (10+ years) in delivering technical and/or operational change.
* Knowledge of party and account Core data and client onboarding processes.
* Excellent analytical skills, with the ability to present fact-based recommendations in a clear, logical, and concise way: \"tell a story\" with data.
* Strong time management skills, efficient at multi-tasking, and able to work under pressure to deliver multiple business demands on time, to a high-level standard.
* Knowledge of Commercial & Investment Bank businesses.
* Excellent relationship management, team leadership, and influencing skills.
* Experience in Product Management and Agile disciplines.
* Ability to work in a highly dynamic environment with changing and multiple priorities.
* Ability to understand logical data models and work with data architects to translate conceptual models to logical models.
* Confidence in communicating internally at all levels.
* Analytical and problem-solving ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:30
