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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:48
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On the Internal Audit Associate Team, you will have the opportunity to take your career to the next level in our industry-leading audit practice and accelerate your career development through hands-on experience, immersive learning opportunities, and coaching.
As an internal audit associate in Internal Audit, you will also receive dedicated training, mentoring and career development with the opportunity for promotion to a Senior Auditor role on one of our Internal Audit teams in the future, based on performance and demand.
You will build diversified experiences working with the firm's Internal Audit teams, including Asset & Wealth Management, Commercial Banking, Consumer & Community Banking, Corporate & Investment Banking, Global Technology, Corporate Functions and Internal Audit Practices, where you will perform continuous monitoring of business activities and assess emerging trends impacting the control environment, communicate audit findings to management and identify opportunities for improvement in the design and effectiveness of key controls.
Internal Audit is an independent function at JPMorgan Chase that aims to enhance and protect the firm by providing risk-based and objective assurance, advice and insight.
We work with every Line of Business and Corporate Function to assess the internal control processes that drive our global business - identifying areas of improvement to help safeguard the firm.
Using cutting-edge audit technology, data, methodology and sound judgement, we bring a systematic and disciplined approach to evaluating and improving the effectiveness of governance, risk management and controls.
We're proud of our reputation for excellence, integrity and collaboration.
Our priorities of strong governance, transparency and strategic engagement, along with our people-first culture centered around diversity, equity, inclusion, teamwork, career progression and continuous learning, have helped us create a coveted workplace where everyone feels like they belong.
Our global team is made up of more than 1,200 talented and passionate individuals in more than 20 countries around the world.
Job responsibilities
* Participate in audit activities from planning to reporting by engaging with colleagues and stakeholders to evaluate and report on the design and operating effectiveness of management's controls
* Communicate audit findings to management and identify opportunities for improvement
* Create and maintain collaborative working relationships with stakeholders, while providing independent challenge
* Accelerate your career development by participating in immersive learning, coaching and mentoring opportunities.
* Foster meaningful relationships with team members and a culture that encourages integrity, respect, excellence and innovation
* Remain up to date with evolving industry and regulatory developments impacting the firm
* Seek efficiencies in the audit process through automation
Required ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:47
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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: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:45
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On the Internal Audit Associate Team, you will have the opportunity to take your career to the next level in our industry-leading audit practice and accelerate your career development through hands-on experience, immersive learning opportunities, and coaching.
As an internal audit associate in Internal Audit, you will also receive dedicated training, mentoring and career development with the opportunity for promotion to a Senior Auditor role on one of our Internal Audit teams in the future, based on performance and demand.
You will build diversified experiences working with the firm's Internal Audit teams, including Asset & Wealth Management, Commercial Banking, Consumer & Community Banking, Corporate & Investment Banking, Global Technology, Corporate Functions and Internal Audit Practices, where you will perform continuous monitoring of business activities and assess emerging trends impacting the control environment, communicate audit findings to management and identify opportunities for improvement in the design and effectiveness of key controls.
Job responsibilities
* Participate in audit activities from planning to reporting by engaging with colleagues and stakeholders to evaluate and report on the design and operating effectiveness of management's controls
* Communicate audit findings to management and identify opportunities for improvement
* Create and maintain collaborative working relationships with stakeholders, while providing independent challenge
* Accelerate your career development by participating in immersive learning, coaching and mentoring opportunities.
* Foster meaningful relationships with team members and a culture that encourages integrity, respect, excellence and innovation
* Remain up to date with evolving industry and regulatory developments impacting the firm
* Seek efficiencies in the audit process through automation
Required qualifications, capabilities and skills
* 2+ years of internal or external auditing experience, or relevant business experience
* Bachelor's degree (or related financial experience) in Accounting, Finance, or related discipline
* Understanding of internal control concepts with the ability to evaluate and determine the adequacy of control design and operating effectiveness
* Ability to effectively and efficiently execute audit testing and complete audit workpaper documentation
* Adaptive to changing business priorities and ability to multitask in a constantly changing environment
Preferred qualifications, capabilities and skills
* Prior experience with Big 4 accounting firm and/or internal audit department in financial services industry is a plus
* CPA, CIA, CISA and/or Advanced Degree in Technology, Finance or Accounting
* Excel or Alteryx skills and experience with data analytics
* Specialized knowledge related to fiduciary risk, anti-money laundering, model risk, or other areas of specialization is a plus.
App...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:44
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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 ...
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Type: Permanent Location: Chesterfield, US-MO
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:43
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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, 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: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:42
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If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you.
As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection.
You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.
Job Responsibilities
* Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
* Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
* Manage a portfolio of 50-65 clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
* Manage credit opportunities within assigned portfolio up to $40 million
* Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
* Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 8 years' experience in business banking relationship management role or related business lending experience
* Bachelor's degree in Finance or related field, or equivalent work experience
* Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence
* Able to identify innovative solutions to best serve client and/or manage risk
* Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions
* Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards
Preferred qualifications, capabilities, and skills
* Expert knowledge of business, credit underwriting with commercial credit training.
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 ...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:40
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesse...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:38
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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: Elk Grove, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:37
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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 JPMorganChase within the Corporate Technology Regulatory, Controls & Operational 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, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Advance experience coding in React, Java 17 or higher, Spring Boot and SQL, 10 + years of experience
* Extensive experience in designing an d developing complex user interfaces using React.
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Must have solid understanding in developing and deploying microservices using the Spring Boot framework.
* Must have solid understanding of Java design patterns and data structures
* Demonstrated experience in architecting, implementing, and optimizing Kafka-based event-driven systems at scale.
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* In-depth knowledge of the financial services industry and their IT systems
Preferred qualifications, capabilities, and skills
* Have experience in building and growing talents in the past would be a plus
* Interact with user experience designers, product owners and produce quick prototypes to seek feedback
* Proficient in utilizing a wide range of AW...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:36
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Join JPMorgan Chase as a Vice President in the Commercial Bank's Innovation Economy Business Management team, where you'll promote strategic growth and optimize performance for business leaders.
This role is crucial in expanding our Global Innovation Economy business, which includes the entire Venture Capital ecosystem.
You'll support early and growth stage companies in Technology, Disruptive Commerce, Internet, Life Sciences, and Healthcare Technology sectors.
Be a key player in helping our clients succeed and making a positive impact in our communities.
As a Vice President in the Commercial Bank's Innovation Economy Business Management team, you will work directly with Industry Managers and internal stakeholders, fostering partnerships that promote strategic initiatives within the industries, such as our Technology team, while contributing to the broader Innovation Economy business.
You will apply your strategic vision and influence to collaborate with internal stakeholders and promote business goals.
If you're ready to make an impact and thrive in a fast-paced environment, we want to hear from you!
Job Responsibilities
* Lead and support strategic initiatives within assigned focus areas of the Innovation Economy (e.g., Technology) through active collaboration with Industry Managers.
* Provide business insights through data-driven trend analysis with effective storytelling, message clarity, and analysis visualization to optimize performance and achieve IE growth objectives.
* Communicate key business metrics and their importance, both financial and non-financial, to support data-driven decision-making.
* Apply strategic thought leadership skills to spearhead initiatives, develop business cases, and evaluate potential new opportunities aligned to senior leader priorities.
* Respond promptly to executive requests, delivering high-quality program management, presentation development, and business analysis.
* Collaborate with internal partners to enhance products and streamline processes impacting the sales organization.
* Communicate effectively with key business partners to understand projects and drive next steps through effective project management.
* Identify key business risks and drive resolution of mitigating controls.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in Business, Finance, Economics, or other related area.
* 7+ years of experience in business management, management consulting, or chief of staff roles.
* Strong analytical skills with the ability to interpret complex data and provide actionable insights.
* Proficiency in software and digital tools such as MS Office (PowerPoint and Excel), analytics automation platforms (e.g., Alteryx), and business intelligence / data visualization tools (e.g., Qlik).
* Excellent communication skills, both written and verbal, with the ability to convey complex information clearly.
* Proven experien...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:35
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Come join our team as a Executive Receptionist to help create an amazing experience for our employees and guests
As a Executive Receptionist within our Amenity Services Team , you will play a crucial role in creating a first class guest and employee experience within JPMorgan Chase's new global headquarters at 270 Park Avenue in New York City.
Working hand-in-hand with cross-functional partners within the building to ensure a seamless arrival process and navigation of the space - the Lobby Receptionist is a resource for all guests and employees to turn to should they have any questions about the building and the happenings within it.
Most importantly, this position is responsible for leaving a lasting impression on all who enter the office, guaranteeing that their memorable experience stays with them well after they have left.
Job Responsibilities
* Welcome and check-in guests and employees, serving as the first point of contact in the lobby.
* Project an air of confidence and ownership within their space - making sure guests and employees know right away that they are a helpful resource.
* Answer questions, provide way finding support, and ensure a fantastic first and last impression of each guest and employee's visit in the lobby and throughout 270 Park's Amenity Services managed spaces.
* Own the guest journey from arrival to hand off with their host or arrival at final destination.
* Utilize verbal, radio, and digital communications to work with cross-functional building partners to create a safe, clean, and hospitable experience.
* Be knowledgeable about the building's layout, features, amenities, events, activations, and able to answer FAQs.
* Stay informed on all issues related to the building's operations that could impact the guest and employee experience
Required qualifications, skills and capabilities
* 2+ years of administrative and/or hospitality experience, demonstrating a strong foundation in customer service and organizational skills
* Excellent interpersonal and communication skills, with the ability to engage with clients and colleagues professionally and warmly.
* Ability to stand for long periods, maintaining a welcoming presence at the front desk.
* Outgoing, professional, and able to work well under pressure, ensuring a calm and efficient environment
* Bachelor's degree required
* Skills include familiarity with widely-used software packages e.g.
MS Word, Excel, and PowerPoint
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 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 tot...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:33
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The Firmwide Planning and Analysis Organization is seeking an integral leader to define and communicate the strategic vision.
The Financial Analysis - Data Science Center of Excellence is a global team within the Office of the Chief Financial Officer, responsible for design, development and deployment of various macroeconomic and econometric models, and broader Data Science efforts, including Artificial Intelligence and Machine Learning (AI/ML) in the Firmwide P&A (Planning & Analysis) organization.
As a Financial Analysis - Vice President in the Data Science Center of Excellence, you will play a pivotal role in enhancing our analytical capabilities by integrating traditional financial modeling with cutting-edge data science methods.
You will be tasked with defining and articulating our strategic direction, while reporting directly to the Head of Financial Analysis Data Science Center of Excellence.
Job responsibilities
* Oversee the design, development, and implementation of financial models and forecasting tools that derive actionable insights for senior leadership in Financial Analysis.
* Analyze large datasets to extract meaningful insights and trends.
* Innovate and design predictive models and sophisticated data science methodologies that blend traditional corporate finance with modern analytical techniques.
* Conduct exploratory analyses to identify patterns and opportunities for improvement.
* Work closely with stakeholders across Finance, Risk and technology to understand business needs and translate them into analytical solutions.
* Prepare, design, and deliver executive-level presentations and reports using advanced PowerPoint skills to clearly communicate complex analytical findings.
* Collaborate with senior leadership and cross-functional teams to provide strategic, data-driven insights that inform decision-making.
* Manage and mentor a high-performing team of analysts and data scientists, fostering a collaborative and innovative culture.
* Promote continuous improvement and intellectual curiosity across the team by staying abreast of emerging trends in corporate finance and data science.
Required qualifications, capabilities, and skills
* Advanced degree in Finance, Quantitative Finance, Data Science, Economics, or a related field.
* 5+ years of experience in financial modeling, forecasting or quantitative research within a leading financial organization.
* Deep expertise in financial analysis, with a demonstrated ability to convert intricate data streams into strategic insights.
* Strong analytical, problem-solving skills and attention to detail.
* Exceptional communication skills with a proven ability to prepare and deliver executive-level presentations.
* A results-driven mindset paired with a relentless intellectual curiosity, quick thinking, and the ability to innovate solutions that bridge data science and corporate finance.
Preferred qualificat...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:30
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
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Type: Permanent Location: Santa Clara, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:29
-
Join our dynamic External Reporting team as an Associate controller, and play a pivotal role in our line of business results, feeding into firmwide reporting.
As an External Reporting Associate within the Commercial & Investment Bank team, you will have the chance to cooperate and work across various business lines and corporate stakeholders in support of the Commercial & Investment Bank's reported figures.
Your role demands strong attention to detail, communication, and influence across these stakeholders, during tight deadlines for external reporting.
Moreover, this role provides high visibility to senior stakeholders in the Commercial & Investment Bank and Corporate functions, with your analysis playing a crucial role in steering communications.
Job responsibilities
* Apply up-to-date product/industry/market knowledge in specialty areas of reporting
* Consolidate, review, and analyze quarterly financial data for accuracy and completeness including articulation of variance analysis in tight timeframe of external reporting calendar.
* Coordinate data collection and quarterly business results with various lines of business, Regulatory Controllers, and SEC reporting teams
* Assist in the thorough assessment of issues and outcomes
* Clearly communicate financial information to the lines of businesses and able to flag potential issues
* Adhere to control procedures to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Earnings, Form 10-Q, Annual Report/Form 10-K, Call Report & FR Y-9C, Pillar III, etc)
* Ensure accurate and complete data submission to Regulators
* Interpret and define regulatory and/or SEC requirements and coordinate internal and external policies
* Establish and manage relationships with the line of business, corporate functions, as well as with external regulatory agency constituents through ongoing partnership and dialogue
* Participate in continuous improvement efforts around data quality review and external reporting improvement projects
Required qualifications, skills, and capabilities
* 3+ years in a Finance organization with exposure to accounting, financial statements, and/or regulatory reporting
* Bachelor's degree in Accounting or Finance
* Experience in External Reporting, Product Control, or Financial Control
* Strong skills in time management, problem solving, written and oral communication
* Team player, with ability to lead effectively across diverse functions, locations, and businesses while seeing items to their conclusion
* Excellent Excel, power-point and ability to create/drive efficiencies
* Strong analytical skills
* Extremely strong organizational and time management skills
Preferred qualifications, skills, and capabilities
* Project management experience/skills
* CPA
* Experience in SEC Reporting or Regulatory Reporting
JPMorganChase...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:28
-
We have a passion for helping our customers, taking care of our employees, building relationships, and delivering extraordinary customer service.
Using the latest banking solutions combined with cutting-edge banking technology you'll be front and center representing our brand and problem solving to offer our customers the best solutions for their financial needs.
You are passionate about people, helping to improve the lives of our customers through financial solutions, education, and advice.
As the Regional Support Lead in Consumer Bank, you will support the region and serve as a liaison to the Market Directors and a proxy in absence of the Regional Director.
You will drive the execution of key strategies and tactics that focus on growth and a world class customer experience.
You will collaborate with key partners across Consumer Banking and Wealth Management to identify and implement best practices for optimal operation.
Job responsibilities
* Leads and tracks regional focus on Deposit and Investment growth plans across markets, while identifying opportunities to develop, strengthen and/or deliver action plans and best practices to key bank partners and align people objectives across the region and within markets
* Partners with Divisional support team to assist in the coordination, implementation and messaging of key business initiatives along with sharing of best practices in delivering on our passion to meet and exceed our customers expectation
* Leads identification and sharing of best practices delivering on our passion to exceed our customer expectations
* Partners with Market Directors and Branch Managers to support Banker performance and development through onboarding and training, workshops in the field to improve Banker effectiveness and product knowledge
* Coordinates with Business Manager to understand scorecard results, coordinate business review plans and content all while partnering with Finance and Business Analysis Manager to meet staffing targets, with a focus on recruitment process and attrition tracking
* Focuses on the Employee Experience by coordinating with Culture Council to understand and implement opportunities and recommendations on engagement
Required qualifications, capabilities, and skills
* 10+ years proven experience leading teams or projects and coaching business leaders in a client-focused environment
* High school degree, GED, or foreign equivalent
* Innovative thinker with ability to deepen engagement with customers and provide an exceptional experience
* Ability to create a climate in which people want to do their best, motivate and empower others by inviting input from each person and sharing ownership and visibility
* Demonstrated ability to collaborate with other areas of Consumer Banking, Wealth Management & Business Banking
* Strong communication skills, attention to detail and excellent follow-through
* High degree of consumer prod...
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Type: Permanent Location: Long Beach, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:27
-
The JPMorgan Chase & Co.
(JPMC) Firmwide Events Team partners with businesses to deliver consistent, high-touch, distinctive client experiences.
Our events range from signature global events to small intimate programs, with a focus on new client acquisition, deepening relationships increasing flows, whilst building our brand and adhering to global standards.
Events specialists are located across the world, combining a deep local knowledge of US, LATAM, EMEA, and APAC regions with the insights of a global team.
As a Firmwide Events Senior Java Engineer Vice President you will partner with the Firmwide Events and Marketing teams to coordinate the continued implementation of an end-to-end events management platform technology.
You will posses a strong background in designing and implementing scalable backend solutions using Java technologies.
In addition, you will work closely with cross-functional teams to define requirements and optimize application performance.
Job responsibilities:
* Develop and maintain robust backend services using Java, with a focus on scalability and performance.
* Design and implement scalable microservices-based solutions.
* Optimize applications for maximum performance and scalability.
* Collaborate with product managers, designers, and other developers to define and implement innovative solutions for product direction and user experience.
* Conduct code reviews and provide constructive feedback to team members.
* Stay up-to-date with emerging technologies and best practices in backend development.
Job requirements, capabilities, and skills:
* 12+ years of software development
* Strong proficiency in Java, Spring Boot framework, and AWS environments.
* Extensive experience in designing and implementing microservices architecture and RESTful APIs.
* Ability to understand business requirements and translate them into technical requirements.
* A knack for benchmarking and optimization.
* Familiarity with code versioning tools such as Git.
* Ability to collaborate effectively with business stakeholders, product owners, designers, and platform teams.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We al...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:25
-
The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for J.P.
Morgan Asset Management.
As a leading global asset manager, we oversee nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide.
Our deep experience and scale enables J.P.
Morgan Asset Management to extend decades of trusted relationships with leading wealth managers by delivering private market solutions.
The Head of Private Wealth Alternatives (PWA), Client will oversee the PWA client teams, including national accounts and field sales (external & internal).
This role is responsible for cultivating deep client partnerships from ideation through successful launches and subsequent growth across our range of existing and new capabilities.
The Head will collaborate closely with the broader client leadership team and colleagues across Marketing, Market & Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service.
Job Responsibilities:
* Lead, coach, and inspire a team of 14 PWA Sales Specialists, including Desk Manager, National Account, and Internal/External Client Advisors.
* Develop and execute client strategies for long-term growth, collaborating with internal partners to build and implement client business plans.
Regularly engage with the Asset Management Operating Committee to review business plan execution and progress.
* Act as a Player Coach in alternatives business development at subset of major national accounts, responsible for new product placement and asset raises.
Engage at senior levels across all PWA clients and prospects, organizing campaigns to drive advisor referrals, conference/meeting opportunities, and website presence.
* Inform product development and prioritization through client feedback and emerging trends.
Execute product rollouts on key platforms end-to-end: advise on marketing messaging and delivery channels, partner with training to prepare the team, organize roadshows and digital events, and work with data science to optimize client engagement.
* Enhance our external brand by being highly visible in the industry, including speaking at client meetings, industry events, and in PR/media.
* Monitor and analyze business results, coaching the team to optimize performance and reporting.
Build and sustain a trusting, highly effective team.
* Conduct regular business review and planning meetings with key firms, evaluating the progress of our partnerships.
* Collaborate with the broader U.S.
Advisor client leadership team and Investment Specialists to exchange ideas and formulate strategies for increased penetration within targeted firms.
Job Requirements:
* 15+ years' experience in asset and wealth management distribution, with extensive expertise in private alternatives.
* Demonstrated industry and produc...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:23
-
As a Client Service Leader within the J.P.
Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions.
Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision.
You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve.
Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
The team you manage is a part of a unique 2-year program, Financial Advisor Development Track (FADT), designed to help advance them from an Investment Professional to a Financial Advisor at the firm.
Job Responsibilities
* Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
* Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed
* Develop employees through effective coaching and career development conversations
* Recruit and onboard new team members
* Schedule strategically and manage the floor tactically to meet service levels
* Speak with clients and handle escalations
* Conduct call observations to review the quality of service provided
* Resolve problems, conduct research, and address complaints
* Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks
* Foster and develop partnerships across the enterprise
* Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients
Operating hours: Our current target operating hours are Monday - Friday, 7 a.m.
- 8 p.m.
CST and Saturday, 7 a.m.
- 5 p.m.
CST.
Required qualifications, capabilities, and skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awa...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:23
-
The Executive Director, High Touch Trading, will lead the strategic direction and execution of equity trades on behalf of institutional clients, providing high-level market insights and ensuring adherence to best execution practices.
The ideal candidate will possess extensive experience in market dynamics, exceptional analytical skills, and the ability to cultivate and maintain senior-level client relationships.
Job Summary:
As an Executive Director for our High Touch Trading team, you will lead the strategic direction and execution of equity trades on behalf of institutional clients, providing high-level market insights and ensuring adherence to best execution practices.
You will possess extensive experience in market dynamics, exceptional analytical skills, and the ability to cultivate and maintain senior-level client relationships.
Job Responsibilities:
* Lead and oversee the execution of equity trades for institutional clients, ensuring best execution and strategic alignment with client objectives.
* Provide high-level strategic market insights and develop innovative trading strategies to enhance client portfolios.
* Analyze and interpret market conditions and trends to guide trading decisions and inform strategic planning.
* Collaborate with senior leadership across sales, research, and trading teams to deliver integrated and comprehensive solutions to clients.
* Cultivate and maintain strong relationships with institutional clients, serving as a senior advisor and trusted partner.
* Ensure compliance with all regulatory requirements and internal policies, setting the standard for ethical trading practices.
* Drive the adoption and integration of advanced trading technologies and platforms to optimize trading efficiency and effectiveness.
* Prepare and present detailed trade performance reports to clients and executive management, highlighting key insights and strategic recommendations.
* Mentor and develop senior trading staff, fostering a culture of excellence, innovation, and continuous improvement.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Finance, Economics, Business, or a related field
* Minimum of 10 years of experience in equity trading, with a proven track record in a high touch environment and leadership roles.
* Deep understanding of equity markets, trading strategies, and market microstructure.
* Superior analytical and quantitative skills, with the ability to translate complex data into actionable insights.
* Proficiency in advanced trading platforms and financial software.
* Exceptional communication, negotiation, and interpersonal skills, with the ability to influence at the highest levels.
* Demonstrated leadership abilities and extensive experience managing and developing high-performing teams.
* Ability to thrive in a fast-paced, high-pressure environment, with a strategic mindset and strong decision-m...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:21
-
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: Thornton, US-CO
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:20
-
Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.
As a Product Director on the My JPM Wealth Plan team, you will lead innovation through the development of products and features that delight customers.
As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.
Job responsibilities
* Oversees the product roadmap, vision, development, execution, risk management, and business growth targets
* Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth
* Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives
* Owns product performance and is accountable for investing in enhancements to achieve business objectives
* Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise delivering products, projects, or technology applications
* Extensive knowledge of the product development life cycle, technical design, and data analytics
* Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Experience driving change within organizations and managing stakeholders across multiple functions
Preferred qualifications, capabilities, and skills
* Recognized thought leader within a related field
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:19
-
RESPONSIBILITY LEVEL:
The Executive Director Philanthropy & Community Engagement develops long- and short-term business strategies (3-5 years) and is responsible for development, management, and execution of the organization's fundraising and community engagement programs.
The Executive Director understands and articulates the needs of the organization for contributions to support strategic growth and in the role of chief fundraiser matches those needs to donors.
Continually aligns financial and operational performance to create economic value.
Is heavily involved in developing the department's standard operating procedures.
Manages and adjusts operating budget, manages expenses and communicates budgetary performance.
PRINCIPAL DUTIES:
1.
Planning: Develops and executes strategic comprehensive fund development and community engagement that supports the planned growth of the organization.
Participates in related networks; builds and maintains effective relationships with national and local entities.
Understands, analyzes, and apply external and internal factors to goal setting and budgeting.
This includes identification, cultivation, solicitation and stewardship of partnerships, gifts and grants from individuals, corporations and foundations, building a pipeline of sustainable financial support and engagement for the future.
2.
Leadership: Provides leadership for the Development and Community Relations department.
Prepares, manages, and executes annual plan and budget with an 18-to-24-month horizon.
Tracks progress and adjusts the plan as needed.
Oversee the execution of the corporate, foundation, individual, and planned giving strategies and community engagement programs, including oversight of the development of external volunteerism and community investments.
3.
Continuous Improvement: Works proactively to anticipate issues and continuously improve programs and practices in conjunction with overall organization efforts; assesses and continuously improves department s effectiveness to ensure business unit and organizational needs are met.
4.
Financial: meet/exceed annual budgeted goals.
Increase contributed revenue.
Increase number and level of donors and frequency of contributions, focusing on major gifts.
Improve revenue/expense ratio.
5.
Community Engagement: Build strong partnerships with community organizations, local government, and other key stakeholders to advance the organization s mission.
Advocate for the organization in community forums, conferences, and public relations opportunities
6.
Culture of Philanthropy & Community: Increase philanthropic and community engagement awareness of Goodwill throughout the two-state region.
Engages key stakeholders in fund development and volunteerism.
7.
Board & Donor Relations: Serve as a key partner to the CMO, CEO and board of directors, providing updates and strategic guidance on fundraising and community engagement efforts.
Develop and maintain a high-level donor stewardship progr...
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Type: Permanent Location: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:17
-
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: Delaware, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:11
-
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: Appleton, US-WI
Salary / Rate: Not Specified
Posted: 2025-07-09 09:01:09
