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Are you passionate about building relationships across organizations, maintaining controls and oversight to ensure compliance, mitigating risks, solving problems, identifying solutions and driving results? Do you enjoy conducting analysis and providing insights to senior leadership? Then you've found the right role!
As a Control Manager - Vice President in the Wealth Management Solutions Control Management team, you will be responsible for helping to ensure compliance with our fiduciary obligations, managing operational risk on behalf of the Wealth Management Solutions business and ongoing regulatory engagement.
You will be part of an agile, future focused, and collaborative team working in partnership with the Trusts and Estates Business to identify and effectively manage risk in the current environment as well as in new business initiatives.
You will be exposed to a stimulating and rewarding environment, where a wide range of activities require engagement with cross-disciplinary teams to build creative and sustainable solutions.
Our people-first culture provides the opportunity to grow your career, master new skills for the future, and join a diverse, inclusive community of professionals that embrace teamwork and innovation.
For this role, candidates must be able to physically work in our Newark, DE office 3 days a week and remotely from home 2 days per week.
The specific schedule will be determined and communicated by direct management.
Job Responsibilities:
* Collaborate with senior business partners, Risk, Compliance and other advisors to manage Fiduciary Governance including the most senior Fiduciary Committees on behalf of the Wealth Management Solutions Business
* Promote an environment where fiduciary risk and control issues are escalated and trends are anticipated, identified and remediated
* Provide fiduciary subject matter expertise to assist business partners in design and implementation of efficient, effective, repeatable processes and controls to mitigate risks for strategic business initiatives and ongoing business processes
* Leverage fiduciary expertise and judgment to thoughtfully challenge assumptions, ways of working and operating models
* Establish trusting partnerships and a culture of respectful, honest communication with other Control Managers and business partners as well as intersecting functional teams (e.g.
Compliance, Legal, Operations, Technology, Internal Audit), while engaging diverse perspectives
* Drive business readiness and serve as liaison for audit and regulatory exams
* Identify and assess operational risks related to the US Trusts and Estates business, ensuring compliance with procedures and driving consistency of control standards and programs across the Business
* Drive strategic solutions that create a more resilient operating environment.
* Ensure effectiveness of key controls, review and provide feedback on control testing and draft issue and action p...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-17 08:53:07
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Stamford, US-CT
Salary / Rate: Not Specified
Posted: 2024-09-17 08:53:06
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The Product Management team is involved in overseeing the profitability of the Fund Services business, maintaining oversight of key vendor relationships, and serving as an escalation point for issues.
This role provides an opportunity to work across business stakeholders, including Operations, Technology, Sales, and Service to design and implement an accounting roadmap.
As an Executive Director in the Traditional Fund Services Product Management team, you will be responsible for supporting Fund Accounting clients and business development opportunities.
You will execute product strategy and roadmap, maintain an active presence within the industry, liaise with key clients and internal stakeholders, and support new business opportunities.
Job Responsibilities:
* Have 15+ years' experience supporting Fund Accounting product offering
* Execute product strategy and roadmap, including support of new product offerings and technology development
* Maintain active presence within industry by attending conferences, panels, etc...
* Directly liaise with key clients and internal stakeholders to ensure best in class service delivery
* Work across business stakeholders, including Operations, Technology, Sales, and Service to design and implement accounting roadmap
* Support new business opportunities by partnering with Sales on marketing material and presenting Fund Accounting capabilities
* Review client change requests and align to strategic priorities
* Develop/oversee reporting to assess profitability of the Fund Services business, including oversight of operational and expenses
* Maintain oversight of key vendor relationships and engage with fintech to support new developments
* Serve as escalation point for issues and the conduit for Product Management related requests
* Ensure that activities are appropriately reflected in the risk and controls self-assessment and business control forums
Required qualifications, capabilities and skills:
* Have a minimum of 15 years of investment services or relevant experience
* Bachelor's degree required; CPA
* Have knowledge of the securities industry and applicable regulatory and operational requirements on both custodial and fund accounting
* Have proven ability to multi-task and think critically.
* Has Strong communication skills both oral and written; excellent interpersonal skills
* Be team player with ability to be respected as a trusted partner with the Business, Operations, Finance and Legal Teams.
JPMorgan Chase & Co., 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 transacti...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2024-09-17 08:53:04
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you are intellectually curious, and have a passion for problem-solving, you may be the perfect fit for our team!
As a Staff Accountant in Chase Travel (CTJ), you will support the business by completing monthly journal entries and the timely analysis and reconciliation of assigned balance sheet accounts.
In addition, you will be responsible for reviewing client and vendor contracts and implementing invoicing and payment procedures that fully represent the terms of the contracts.
Your additional responsibilities include purchasing card reconciliations, and other tasks as assigned.
Job responsibilities:
* Review client and vendor contract terms and guidelines.
* Pursue collection efforts as required to ensure client payment within contractual timeframes.
* Record client invoices and payments based on each client's specific contract terms.
* Prepare and complete journal entries to ensure accurate financial reporting in a timely manner.
These include revenue accruals, related product cost accruals, cash receipts, accrued and accounts receivable, and accrued vendor payables.
* Assist in preparation of monthly and quarterly forecasts by identifying trends and projecting client growth/decreases during the upcoming periods for both revenue and product costs.
* Reconcile high volume purchasing card activity to ensure accuracy.
* Complete other projects as assigned.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Accounting with at least 1 year of experience in Accounting.
* Proficiency with MS Windows and MS Office software, especially Excel.
* Excellent communication skills, both written and verbal.
* Excellent analytical skills - including the ability to present results.
* A demonstrated sense of urgency to produce results.
* Innovation and creativity - a problem solver with excellent organizational skills.
* The ability to handle multiple projects simultaneously while focusing on completion of the highest priority items in the shortest timeframe possible.
Preferred qualifications, capabilities, and skills:
* Strong leadership skills - combined with the ability to work in a team environment.
* Experience with SAP a plus.
* Demonstrated proficiency in the handling of large data elements is preferred.
Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Candidates must be able to physically work in our Glen Allen, VA office 3 days a week and remotely from home 2 days per week.
The specific schedule will be determined and communicated by direct management.
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...
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Type: Permanent Location: Glen Allen, US-VA
Salary / Rate: Not Specified
Posted: 2024-09-17 08:53:04
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Job Summary
The Real Estate finance team is responsible for the capital planning, financial modeling and investment analysis of the Consumer Banking Branch distribution network of over 4,900 branches.
In addition, the group is responsible for over $2.4 billion in annual network distribution expenses, financial and program support of the company's New Build program and complete financial support to the Chief Administration Office functions within Consumer Banking.
As a Financial Analysis Vice President in Branch Real Estate Finance, you will be responsible for providing support for Consumer Bank Real Estate and Global Real Estate and other stakeholder teams.
In this role, you will develop a deep understanding of the branch real estate business and financial principles to enable and assess channel performance as well as make recommendations.
Job Responsibilities:
* Execute financial modeling for real estate related activities including new builds, relocations, consolidations, branch purchases, property redevelopments and dispositions, ~1,200 actions annually with ~$1B in capital spend.
* Manage and forecast the ~$60mm annual Branch Real Estate impairment budget.
* Provide business management support for Consumer Bank Real Estate and Global Real Estate and other stakeholder teams including Consumer Bank Finance and Accounting, CB Treasury, and Model governance teams.
* Conduct various financial ad-hoc analyses including Branch versus LOB allocation impacts, Lease Buyout/Sublet scenarios, Branch lease renewal analysis, Branch initiative investment analysis (FRB, Rural, Companion Conversion, Community Branches, etc.).
* Collaborate with partners on real estate business cases, spend approval requests, and Agile tech prioritization.
Actively participating in weekly branch real estate business reviews.
* Develop a deep understanding of the branch real estate business and financial principles to enable and assess channel performance as well as make recommendations.
Required qualifications, capabilities and skills
* Bachelor's degree in finance, business or an applicable discipline
* Minimum of 6+ years of successful finance and/or analytical experience
* Deep knowledge and understanding of financial principles and ability to link results to activities including proven analytical, modeling and performance reporting skills
* Keen business acumen and the ability to tell the compelling story from the information
* Exceptional personal management, organizational, and problem solving skills; ability to manage multiple (and changing) project deliverables at same time and build effective partnerships
* Strong team leader and change agent; passionate about partnering with CAO leadership to influence the business and advise up to and including at the Managing Director level
* Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g.
...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-17 08:53:03
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We are a fast-growing company staffed with customer enthusiasts, channel champions, techies, analysts, developers and creatives who are on a mission to reimagine the connected experience.
We relish providing partners and customers with innovative solutions, top-notch support and a world-class experience with every human interaction.
Advantix is a managed connectivity experience provider (MCx) specializing in wireless enablement and expense management.
We provide cellular connectivity solutions supported by proprietary SaaS tools that make it easy to manage carriers and plans, visualize and control usage, locate SIM-enabled devices, and analyze network performance in real time.
Position Overview:
We are seeking a detail-oriented and proactive Accounts Receivable Specialist to join our finance team.
In this role, you will provide essential financial, clerical, and administrative services to ensure efficient, timely, and accurate invoicing and payment of accounts.
Key Responsibilities:
* Invoicing:
* Approve and accurately create invoices in QuickBooks (QB).
* Manage client implementation invoicing and ensure timely delivery.
* Oversee THINaer invoicing and processes.
Payment Processing:
* Record cash, checks, and credit card transactions; balance and record deposits.
* Ensure all cash receipts are posted by end of day.
* Verify payments, check numbers, and amounts paid.
* Research and resolve customer payment discrepancies and duplicates.
* Contact customers as needed for proper payment application.
* Monitor customer accounts for non-payments, delayed payments, and irregularities.
* Manage daily deposits and set up commissions in QuickBooks.
Collections:
* Follow a systematic collections process.
* Communicate with other departments regarding receipts and delinquencies.
Reporting:
* Provide specialized reports on client payments and delinquencies.
* Generate client-specific payment reports for Accounts Payable (AP).
* Prepare monthly collection reports for Month-End to Controller.
* Create weekly collections forecast reports.
ACH and New Client Setup:
* Handle client payment drafts via ACH.
* Set up new clients in QuickBooks.
Special Projects:
* Complete special projects and ad hoc reporting by analyzing and summarizing account information.
* Perform other duties as assigned.
Qualifications:
* Minimum 2 years of college-level accounting education and three to five years of professional experience; or seven years of professional experience; or any equivalent combination of experience and/or education.
* Proficiency with QuickBooks.
* Extreme attention to detail with strong multi-tasking and deadline management skills.
* Ability to work independently and as part of a team.
* Professional demeanor with strong analytical, organizational, and problem-solving skills.
* PC literacy with proficiency...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:59
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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 and 66 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 throughout ...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:56
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Global Bank Technology team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Test Engineers in JPMorgan Chase's Global Banking Technology are not manual testers -- you write scripts to automate testing, create tools so engineers can test their own code and be an evangelist for building the testing practice.
As a Test Engineer, you will navigate a broad codebase and large asset catalog of data, events, APIs and services, identify weak spots and constantly design better and creative ways to break software and identify potential problems and help teams ensure the quality of their product.
You'll have a wide business impact on the quality of JPMC Global Banking's growing suite of products and services
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, equity, inclusion, and respect
* Design and execute test cases and test plans to ensure the quality and reliability of Global Banking Application portfolio
* Design and responsible for adoption of testing strategies, methodologies, and standards.
* Perform root cause analysis, and work with the appropriate technical teams to develop, test, and implement remedies to prevent escapes.
* Provide testing status, generate reports, track metrics, and create test closure reports.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) Java, Python, or .Net
* Advanced knowledge of software applications and technical processes with considerab...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:55
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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...
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Type: Permanent Location: Fargo, US-ND
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:54
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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: Harvey, US-LA
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:54
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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 Consumer and Community Banking Connected Commerce line of business, you, 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 drive best-in-class outcomes across various technologies to support one or more of the firm's portfolios.
Job responsibilities
* Creates complex and scalable coding frameworks using appropriate software design frameworks
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Advises cross-functional teams on technological matters within your domain of expertise
* Serves as the function's go-to subject matter expert
* Contributes to the development of technical methods in specialized fields in line with the latest product development methodologies
* Creates durable, reusable software frameworks that are leveraged across teams and functions
* Influences leaders and senior stakeholders across business, product, and technology teams
* Champions the firm's culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience
* Deep, hands-on practical experience delivering system design, application development, testing, and operational stability
* Expert in one or more programming languages, specifically the Java Stack in a native AWS cloud environment
* Advanced troubleshooting skills.
* Advanced knowledge of software application development and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Experience in providing hands-on, technical leadership to large scale, enterprise level software engineering efforts in a product-centric environment.
* Experience applying expertise and new methods to determine solutions for complex technology problems in one or more technical disciplines
* Experience leading a product as a Product Owner or Product Manager
* Ability to present and effectively communicate with Senior Leaders and Executives
* Understanding of the business
* Practical cloud native experience, specifically AWS
Preferred qualifications, capabilities, and skills
* AWS Certifications
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 ...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:53
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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
...
....Read more...
Type: Permanent Location: Pittsford, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:52
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The Global Fixed Income, Currency and Commodities team (GFICC) at J.P.
Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets.
Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists.
Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies.
Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies.
As a Municipal Research analyst in the Municipal Fixed Income Research team, you will work closely with a global team of Analysts, Portfolio Managers, and Investment Specialists to evaluate municipal securities for investment opportunity and ongoing management .
Job Responsibilities
* Provide buy and/or sell investment recommendations via credit discussions and written credit reports for municipal securities for assigned sectors.
* Perform independent credit risk on issuers to identify relative value and investment opportunities with an entrepreneurial mindset.
* Perform due diligence, pre- and post-issuance, by engaging municipal issuers and investment bankers and making site visits (some domestic travel required).
* Actively monitor market themes and sector trends.
* Undertake ongoing surveillance of and recommendations for held investments via maintenance of the proprietary internal credit database.
* Build and maintain relationships with investment bankers and analysts, the broker-dealer community, rating agencies, and legal professionals, among other market participants.
Required qualifications, capabilities and skills
* Minimum of 3 years of experience in credit analysis.
* Bachelor's degree in related field
* Critical Technical Skills
* Demonstrated ability to evaluate municipal issuer credit risk, determine relative value, and communicate concisely under typically stringent time constraints.
* Working knowledge or interest in municipal market technicals and identification of primary and secondary market opportunities.
* Proficient accounting and financial analysis skill with excellent cash flow modeling and revenue/expense forecasting and advanced knowledge of GAAP/GASB accounting.
* Ability to read and evaluate complex bond documents and structures with attention to detail.
* Strong written and oral communication and interpersonal skills; team-oriented.
* Demonstrated experience common business software packages/applications.
Preferred qualifications, capabilities and skills
* CF...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:51
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As an Applied Architecture Lead at JPMorgan Chase within the Corporate Sector in Infrastructure Platforms space, you'll bring critical thought leadership working with a team of Customers, Architects, Engineers, and Product owners alike, creating common sense and Strategic Target State Architectures for JPMC's private and public cloud and be responsible for leading and driving the delivery and implementation of your Architecture.
We are a global team of Applied Architects (New Jersey, Glasgow, London) who drive architecture and engineering efforts in Infrastructure Platforms(IP).
IP is the centralized enterprise technology provider to all Lines of Businesses in JP Morgan Chase; think of multiple banks within a bank.
Within IP; our team is part of the Compute Platforms (CP) group.
CP is responsible for the core technology platforms Infrastructure As a Service(IaaS) and associated Compute, Network and Storage Services for both public and private clouds.
Our team is called CP Applied Architecture and we take the \"applied\" part seriously - we don't just draw diagrams and write documents, we are intimately involved with delivering the systems we touch.
Our products serve over a large set of Business Applications (most of them mission critical) and supports thousands of technology components and enterprise developers.
The ideal candidate is a hands-on-technologist with significant experience in architecture and engineering modern infrastructure platforms and services, including development of API best practices, enabling Cloud Solutions and Infrastructure as Code.
We are looking for someone who understands the end-to-end view of Product , Application and Service offering and how to leverage industry best practices.
We expect your passion for technology and thirst for problem solving will help shape the future of our public and private cloud platforms.
Every day, you'll bring critical thought leadership to the table, working with a team of architects, engineers, and product owners alike, creating strategically sound Target State Architectures for JPMC's public and private cloud.
You will be working cross-product in the Compute Platform Product Lines which means you are responsible for ensuring these products' capabilities are consumable, consistent and interoperable.
You will own and maintain the architecture vision and horizon view for that vision.
You'll have a stakeholder say in setting roadmap priorities and fostering a customer-centric environment.
At the end of the day, your work will have tremendous and positive impact, whether it's in-house, in collaboration with technologists across JPMorgan Chase & Co.'s global technology community or in partnership with some of the most important tech firms in the world.
Job responsibilities
* Take initiative, ownership to identify, collaborate and solve problems including docu...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:51
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead iOS Automation Test Engineer at JPMorgan Chase within the Consumer & Community Banking - Technology team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on iOS - Android concepts and 5+ years applied experience.
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Minimum of seven years' experience with Mobile Native Application Testing
* Proven use of 1 or more mobile development and emulator packages (iOS XCode, SWIFT)
* Experience working with Swift and/or Kotlin
* Exposure to commercial mobile manual/automation test management packages (Perfecto, Experitest-SeeTest, MobileLabs, Sauce Labs, etc.)
* Experience with mobile app accessibility Testing and knowledge of relevant guidelines (e.g.
WCAG)
* Exposure to web technologies (e.g.
HTTP, XML, REST, HTML, etc.)
* Manages the development Test Scenarios and execution of the scenarios across all Testing Phases (IST, Smoke, Functional, Integration, UAT, In-Sprint Automation, UAT, Regression Automation, Production) In-depth knowledge of the financial services industry and their IT systems
* Demonstrates strong experience in leading Test Automation teams and writing Automation tests
* Has hands-on experience with - XCUITest framework
Preferred qualifications, capabilities, and skills
* Independent decision-making and good judgment
* Strong time, interpersonal and people skills
* Ability to operat...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:50
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:48
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The Firmwide Economic Scenarios & Analytics team, part of the Office of the CFO, is responsible for creating macroeconomic scenarios for the Firm's forecasting processes.
The VP will play a crucial role in scenario design and macroeconomic forecasting, interacting with key stakeholders and leading junior team members.
This role offers exposure to senior leaders and the chance to develop essential leadership and analytical skills for advancement within the Firm.
As a Vice President in the Firmwide Economic Scenarios & Analytics team, you will play an integral role in the team's scenario design work and macroeconomic forecasting.
You will directly execute forecasts for macroeconomic variables, consult with Subject Matter Experts, interact with and present to key stakeholders across Lines of Business (LoBs) in the Bank, and lead junior members of the team.
The scenarios cover key U.S.
and global macroeconomic indicators, rates, equities, FX and credit markets, real estate markets, etc.
Accordingly, a broad knowledge base across economics and finance is essential.
The team develops scenarios across a range of potential economic backdrops which are distributed Firmwide.
Job responsibilities:
* Lead the design and execution of economic forecasts that make up the scenarios, working closely with key partners including suppliers of economic variables (JPM Economic/Strategy research teams or other experts) and users (Risk and Finance Lines of Business)
* Monitor and prepare commentary on economic releases and events, monitor evolving risks, stay abreast of trends in economics and financial markets, and anticipate implications for macroeconomic forecasting and scenario design
* Lead communications and meetings across diverse functions, locations and businesses to facilitate discussions, drive priorities and ensure consensus among stakeholders and senior management
* Develop executive-level presentations and explain key elements of the scenarios and economic environment to primary stakeholders including senior management across Lines of Business
* Interact with and guide quantitative model development teams for the development and enhancement of macroeconomic forecasting methodologies
* Lead ad-hoc analysis and conduct economic research as needed
Required qualifications, capabilities, and skills
* Strong quantitative skills: Master's Degree in Economics, Econometrics, Quantitative Finance, or related field
* 8+ years of work experience in research / forecasting / business analytics for a leading financial institution / central bank / consulting firm or similar, with a strong background / interest in economics
* Experience with econometric forecasting methods, familiarity with macroeconomic and financial market data sources
* Experience with programming languages / statistical software (e.g., EViews, Python, R) and advanced Excel and Microsoft Office skills
* Excellent communication (verbal and writ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:47
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Business Description
J.P.
Morgan Payments Liquidity and Account Solutions offers a variety of top-tier solutions to help clients enhance their business by structuring accounts and optimizing liquidity across various legal entities, geographies, currencies, and time-zones.
As one of the world's most trusted and innovative providers of domestic and international cash management, liquidity, commercial card, merchant acquiring, FX and escrow solutions, we serve over 135,000 corporations, financial institutions, public sector agencies and non-government clients in over 180 countries.
Our Liquidity & Account Solutions (L&AS) Business Management team provides analytical, strategic and operational leadership, supporting both regular business objectives and the strategic vision of the business.
Group overview
Liquidity & Account Solutions (L&AS) Business Management provides analytical, strategic and operational thought leadership to the business.
The Business Management team sits under the Global Finance & Business Management (F&BM) function of the firm and supports a business which plays a critical role in the infrastructure and capabilities that enable money movement globally.
The team is engaged in both supporting BAU business objectives, as well as shaping the go-forward strategic vision of the business, working with a wide range of product, line of business and functional partners.
Role description
As a Liquidity and Account Solutions Business Manager - Associate within the Business Management team, you will be uniquely positioned to gain exposure to a global business.
We are looking for a team member who can collaborate globally across a diverse set of stakeholders and geographic locations in a dynamic environment.
This role will provide visibility into the CEO of the business, while offering the opportunity to learn about complex products and delivering on key priorities.
In this role, you will work with business leads, responsible for explaining financial performance and promoters of revenue and expenses for their respective products and advising on how best to execute on strategic and tactical goals.
You will rely heavily on MS Excel and PowerPoint to analyze and craft narratives based on real-life activity to tell a story.
Job Responsibilities
* Provide analytical support to the Liquidity & Account Solutions management team and CFO
* Support business heads through budgeting, forecasting and expense management targets
* Organize complex information in a clear and compelling way into management-ready materials
* Provide a high level of responsiveness to executive level ad-hoc requests, including presentation development, business analysis, and financial updates
* Develop a rich understanding of our product suite and infrastructure, including drivers of revenue, capabilities vs.
industry/customer needs and business priorities
* Own current-state processes and identify weaknesses, gaps, and opportunities for im...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:46
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Real Estate, you will generate new treasury management business and maintain relationships with Commercial Real Estate clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
The Commercial Real Estate (CRE) group is the nation's leading multifamily lender, leveraging its industry knowledge to offer best-in-class and cost-effective financing solutions across all major real estate asset classes with speed, ease and certainty of execution.
Job Responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required Qualifications, Capabilities and Skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solvi...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:45
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Livingston, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:44
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Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.).
Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts).
We provide intellectual capital to clients across the wealth continuum and will work on-on-one with clients in appropriate circumstances.
Familiarity with the taxation of entities and of estates and trusts is also useful but not required.
Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.
As an Executive Director, Wealth Planner within J.P.
Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership.
You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.
You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies.
You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive.
Job Responsibilities:
* Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
* Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
* Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
* Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
* Promote J.P.
Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
* Work with Advisors to develop business opportunities with new and existing clients
* Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
* Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer st...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:43
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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 and 66 are 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 throughout their...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:42
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Corporate Sector's Risk Technology team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience with Java 11
* Handson experience with Java,J2EE, Sprint/Spring boot, related technologies
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Collaborate with cross-functional teams to gather and analyze requirements, propose solutions and write, test, and implement clean, scalable code in java.
* Proficiency with DevOps practices, automated testing, and continuous integration/deployment tools (e.g., Jenkins, Docker, Kubernetes)
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, AWS, PCF etc.)
* Experience with distributed streaming platform (Kafka)
* Proficiency in databases like Oracle and Cassandra(any other no sql database).
* Expertise in using monitoring tools like Splunk, Grafana and creating dashboards and alerts using these
Preferred qualifications, capabilities, and skills
* Familiarity with modern front-end technologies
* Exposure to cloud technologies
JPMorgan Chase & Co., one of the oldest financial ins...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:39
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We are seeking an experienced Associate to join our industry leading team.
As an Associate in Infrastructure Finance and Advisory, you'll be joining a team that originates, structures, and executes: (1) infrastructure advisories, primarily working to advise projects on their commercial framework and capital structure; and (2) infrastructure financings, which include loans, bonds, or structured debt and equity products.
The team's New York-based members primarily focus on the Americas.
We advise and finance greenfield and brownfield projects across a variety of sectors, including digital infrastructure, transportation, oil & gas, power, and clean energy.
Team members have backgrounds in project finance, capital markets, structured finance, and commodities.
We work closely with colleagues in debt capital markets, equity capital markets, industry coverage, derivatives structuring, tax equity, M&A, and other coverage and product groups.
By leveraging expertise across products, sectors, and markets, the Infrastructure Finance and Advisory team integrates and customizes a comprehensive solution to help our clients meet their strategic, financial and risk management objectives.
Job Responsibilities
* Work with senior bankers in originating, structuring.
and executing infrastructure financings across the capital structure, including loans, bonds, and structured debt and equity products
* Work with senior bankers in providing infrastructure advisory services, including negotiating the commercial framework, reviewing project contracts, and arranging the capital structure
* Support senior bankers with the negotiation of transaction documentation
* Develop complex greenfield and brownfield financial models and complete financial analyses for infrastructure projects across all sectors
* Work on drafting marketing materials, including financing proposals, investor materials, rating agency presentations, and pitchbooks
* Assist in completing transaction due diligence with third-party advisors
* Work with J.P.
Morgan credit risk and legal teams to review transactions in connection with J.P.
Morgan lending and underwriting processes
* Conduct industry and company research to identify new opportunities
Required Qualifications, Capabilities, and Skills
* At least 4 years of investment banking experience required
* Bachelor's Degree required
* Strong quantitative and financial analysis skills
* Must have significant experience in developing project finance models
* Previous experience in creating marketing materials and presentations
* Must be a self starter and proactive by taking initiative and anticipating deal team needs
* Willingness to work hard and be a team player
* An ability to juggle multiple deliverables for long-term transactions
Preferred Qualifications, Capabilities, and Skills
* Experience in infrastructure / project finance
* Degree in accounting, financ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:38
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We are seeking an experienced Analyst to join our industry-leading M&A team.
As an Analyst in M&A, you will be a key player in the execution of the firm's business.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Executing Transactions: support due diligence, document preparation, negotiation etc.
and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc.)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
* Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* 1+ years prior work experience:
+ in an investment banking front office role
+ in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence)
* Strong accounting, finance, quantitative and business writing skills.
* Bachelor's degree
* Understanding of the transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
JPMorgan Chase & Co., 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 locati...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-17 08:52:35
