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Join a team where you can use your Intellectual curiosity, technical expertise and innovative focus on effective processes and controls.
As a Consumer and Community Banking Controller focused on reporting for Home Lending, you will be at the forefront of changing requirements, complex business initiatives and an ever-changing market environment.
Intellectual curiosity, technical expertise and innovative focus on effective processes and controls will ensure you are a great fit for this team.
Job responsibilities:
* Provide support for timely and accurate reporting to the FDIC per the Single Family Shared Loss Agreement
* Adhere to operating model, including various requirements across CCB/Home Lending Controls, Credit Risk, Servicing Operations and External Reporting
* Produce reporting and analytics, leveraging system supported architecture, such as FRI, CARI, etc.
* Provide communication around program updates, technology enhancements and workstream highlights
* Partner with data contributors to review population and data attribute logic; ensuring accuracy and completeness across multiple reporting templates
* Collect and maintain "audit-ready" documentation that adheres to FDIC and internal requirements
* Work with stakeholders to implement changes related to process and/or infrastructure enhancements
Required qualifications, capabilities, and skills:
* Bachelor's degree in Accounting/Finance and/or 3+ years related work experience in the banking industry (loan processing and mechanics background)
* Experience owning control-oriented processes to meet reporting demands
* Excellent verbal and written skills, with the ability to present topics to management in a concise and persuasive manner
* Effective at building relationships across functional teams
* Strong project management skills including detailed documentation and ability to drive progress while effectively juggling competing deadlines and deliverables
* Ability to analyze, problem solve and propose solutions for desired outcome
* Proficiency in Microsoft Excel, Word, Power Point and familiarity with data profiling and visualization tools (e.g.
Alteryx, Xceptor, SQL, Tableau, etc.)
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, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to me...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:51
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Join a team where you will be have the opportunity to support the reporting and analysis of Banking & Wealth Management sub-lob integration with new business J.P.
Morgan Private Client.
You will have the opportunity to work in a dynamic environment and partner with Planning & Analysis, Liquidity Controllers, and Corporate Controllers.
As a result, excellent communication and negotiation skills are essential due to the frequent interaction with various business partners.
The position will provide an in-depth understanding of allocations, reviewing of expenses, and implementing the new J.P.
Morgan private client actuals booking model.
Role will report up through the Banking & Wealth Management line of business.
As a Product Controller within the Banking Wealth Management group, you will oversee the preparation of monthly schedules to review expenses and complete monthly journal entries for revenue allocation and accrual of expenses.
You will drive relationship management with CFO and Planning and Analysis partners to ensure tracking and forecast alignment.
Additionally, You will work on various business integration initiatives that involve streamlining processes, building best practices for data analysis, and structuring work for easy review and alignment to controls.
Job Responsibilities:
* Establish strong relationships and provide support to CFO and Planning & Analysis teams
* Constructively escalate issues and present complex information in a clear and concise manner to Management
* Distribute and create reporting as necessary to various stakeholders
* Implement new accounting standards and reporting requirements by staying current with evolving GAAP and regulatory changes impacting the business
* Manage relationship between technology, and management team, to outline timelines and milestones to align reporting with target end state
Required Qualifications, Skills, and Capabilities:
* Ability to grasp concepts quickly, develop a plan, and execute for results
* Solid problem solving, analytical, and creative thinking skills
* Ability to summarize large amounts of data, formulate a concise message, and communicate clearly to Management
* Strong knowledge of GAAP along with a Bachelors degree in Accounting or Finance
* Minimum of 2 years of Accounting or Finance experience
* Highly proficient in Excel, SAP, and Hyperion Essbase or Dodeca
* Strong multitasking and organizational skills
Preferred Qualifications, Skills, and Capabilities:
* Alteryx, SQL or Tableau skills preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:51
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If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you.
Join our team and help us develop game-changing, high-quality solutions.
As a Senior Lead Architect at JPMorgan Chase within the Credit, Fraud Risk team for the Consumer Banking, you will participate in business and technology planning sessions and anticipate future business/technology changes.
Work with Business and Information Architects to review business drivers, needs and strategies and understand implications to the application architecture.
Communicate implications of architectural decisions, issues and plans to business and technology leadership.
Provide support/guidance to the development teams during the analysis, development and testing processes; provide expert knowledge of application architecture and consult to Business and Technology teams when detailed application architecture knowledge is needed, and identify/mitigate risks to delivering solution on time.
Job responsibilities
* Defines, documents and delivers current state, target states and initiative-based Architectures.
* Works across all Corporate technology and line-of-business technology teams to design and socialize solutions.
* Participates in the Risk Technology and cross line-of-business Architecture governance and tollgate processes.
* Provides subject matter expertise to multiple cross Line-of-Business forums, panels, technologies, and senior business/IT management.
* Works with application development teams to estimate the cost of a proposed solution.
* Challenges designs during the concept and review phases to drive toward re-use, efficiency, security, resiliency, and stability.
* Actively participates in supporting any changes to existing/new architectural processes.
* 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
Required qualifications, capabilities, and skills
* Formal training or certification on software architecture concepts and 5+ years applied experience"
* Design experience with data lakes, batch and event processing, model development lifecycle.
* Software engineering background with a minimum of five years of work experience across the following areas: Application technology, Middleware technology, Object Oriented technologies, database and Internet technologies.
* Expert-level analytical skills in architecture methods and design concepts.
* Demonstrated ability to lead and influence decision making in a federated, multi-stakeholder environment.
* Extensive working knowledge and experience in debit/credit cards and financial industry
* Excellent written and oral communication skills and demonstrated ...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:50
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
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Type: Permanent Location: Newtown Square, US-PA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:48
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Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continue...
....Read more...
Type: Permanent Location: East Providence, US-RI
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:48
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Lead product roadmap, inspire a high-performing team, and monitor market trends to shape product innovations
As a Global Escrow Sales Managing Director, you will be responsible for execution of the escrow sales strategy globally.
Based in Jersey City, NJ, you will work closely with regional Product Management partners to align the sales plan to the overall strategy for the business.
As the Managing Director you will lead a team of sales professionals who focus on commercializing our current and future capabilities by increasing revenues and deal volume from various sales channels including attorneys, coverage bankers, private equity firms and companies directly.
As such, you must possess and display advanced understanding of market dynamics and client and intermediary motivations.
The Global Escrow business provides independent third-party account solutions and is a century-old franchise in the US that has expanded its footprint to Europe, Asia, and Latin America in recent years.
Customers view us as a trusted and financially strong escrow agent and benefit from our global network, product expertise and unrivalled client service.
Job responsibilities
* Modernize, devise and oversee the execution of the Global Escrow Sales Strategy
* Leads a Global Team of sales professionals as they market and commercialize JPMorgan's escrow and account bank product offering
* Provides communication and guidance on tactical sales initiatives and issues, both broadly to the team but also at an individualized level
* Leads partnership with regional escrow product teams to emphasize alignment of sales plans to business strategy
* Provides strategic guidance to drive value- added services and solutions for clients
* Delivers product objective senior business leadership across the business on all matters
* Leads the Escrow internal marketing agenda across the Firm
* Maintains communications with senior functional partners, especially WKO and GFCC
* Provides committee approvals for deals (e.g., ETA, CDMC, etc.)
* Maintains strong discipline and controls on sales policies/procedures/CRM System
* Delivers agreed sales and revenue targets by acting in close coordination with the regional Escrow Product team as well as the local Payments, Commercial Bank, Private Bank, Global Corporate Bank and Investment Bank businesses.
Required qualifications, capabilities, and skills
* Graduate or undergraduate degree from a recognized university
* 15+ years of banking, cash management and/or escrow experience
* Proven experience in leading and developing a high performance team
* Track record of successfully building and growing a business within Escrow Sales, with the ability to drive change and implement disciplined management practices
* Analytical ability to understand local market requirements and determine appropriate strategy for the product
* In-depth market and market activity knowledg...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:47
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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
Hajoca Lansdale is one of those trade names and is looking for a CDL Delivery Driver at their Lansdale, PA location .
Pay for this position is $20 per hour at this location.
Are you friendly and do you thrive on providing great customer service? Are you detail-oriented and safety conscious? Do you enjoy working independently? If so, we'd like you to join our team as a CDL Delivery Driver.
About the Role:
You will:
* Operate trucks safely and in compliance with Company rules, applicable laws, and regulations.
Destinations include job sites, customer facilities, vendor facilities, other Hajoca locations, facilities of other wholesalers, or other locations as directed by management.
* Load the truck at the Profit Center with Hajoca merchandise to be delivered.
Secure the load properly so that nothing will shift, get damaged, or fall from the truck.
Ensure that the necessary equipment to safely unload the merchandise is available.
Affix the appropriate DOT hazmat truck placards if hauling hazardous materials in excess of 1,000 lbs.
* Understand the shipping documents that are associated with the merchandise for each delivery and have accurate directions to each delivery destination.
* Review shipping documentation and ensure order accuracy.
* Unload correct merchandise from the truck and place it where the receiving party wants it.
Obtain legible signature for all merchandise delivered per Company policy and procedure.
* Collect and secure outstanding payments for all cash sale deliveries prior to releasing the material to the customer.
* Work with customers at the delivery site to resolve shipping discrepancies quickly and accurately.
* Load the truck at other locations with merchandise.
This includes merchandise picked up at vendor locations, returned by customers, and purchased from other whole...
Hajoca Corporation Job 6986 by eQuest
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Type: Permanent Location: Lansdale, US-PA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:46
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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
Hajoca Lansdale is one of those trade names and is looking for a Warehouse Teammate at their Lansdale, PA location .
Pay for this position is $18 per hour at this location.
Do you thrive on providing an excellent customer experience? Are you safety and service-oriented? Do you possess the attention to detail necessary to ensure the accurate fulfillment of customer orders? If so, we'd like you to join our Warehouse team as a Warehouse Teammate.
About the Role:
You will:
* Be responsible for counting, verifying, and receiving incoming vendor shipments and customer return material.
* Stock and maintain the warehouse; and pick, document, and pack customer orders in accordance with Company policy and procedure.
* Act with a high attention to detail to ensure the highest levels of customer satisfaction.
* Handle all shipping discrepancies per procedures or forward appropriate paperwork to designated employee to handle.
* Identify nonstock, special-order material, and damaged material and store in proper warehouse locations.
* Complete necessary documentation for customer shipments delivered via third-party carrier.
* Load and unload trucks, operate warehouse forklift and other material handling equipment safely.
* Inform immediate supervisor of stock depletions, count discrepancies, or damaged/defective/nonsaleable merchandise that could impact customer service levels.
* Ensure security and controls are in place and upheld to protect Profit Center assets.
* Maintain warehouse cleanliness, order, and safety.
Remove empty cartons, metal bands, pallets, and other debris.
Inform immediate supervisor of safety issues.
* Assist co-workers in servicing customers.
* Perform all job functions in accordance with the company's Safety Standards.
* Successfully complete required safety...
Hajoca Corporation Job 6985 by eQuest
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Type: Permanent Location: Lansdale, US-PA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:45
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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
Hughes Supply is one of those trade names and is looking for a Sales & Warehouse Specialist at their Henderson, NC location.
Are you friendly and do you thrive on providing great customer service? Are you knowledgeable and detail-oriented? If so, we'd like you to join our team as a Sales & Warehouse Specialist.
About the Role:
You will:
* Engage in counter sales, warehouse, and driving tasks, providing total care for our customers and ensuring we meet their expectations every time they interact with us.
* Provide sales and support to walk-in customers at our will-call sales counters and to field customers at off-site delivery locations.
* Be responsible for receiving incoming vendor shipments and customer return material; for stocking and maintaining the warehouse and counter sales areas; and for picking, documenting, and packing customer orders.
* Load and unload trucks and perform merchandise deliveries and pickups.
* Confidently assist customers who purchase and/or pick up merchandise at the Profit Center.
* Accurately process and fill Sales Orders generated at the sales counter.
* Provide customers with reliable information regarding product specifications, pricing, and availability.
* Keep counter area and merchandise displays clean, neat, current, stocked and safely displayed.
* Process cash sale returns and refund paperwork in accordance with Company policy and procedure.
* Inform supervisor of inventory levels or stock depletions that could impact customer service levels.
* Process vendor shipments or customer returns.
* Operate trucks safely and in compliance with Company rules, applicable laws and regulations.
Destinations include job sites, customer facilities, vendor facilities, other Hajoca locations, facilities of other wholesalers, or other locations as direct...
Hajoca Corporation Job 6984 by eQuest
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Type: Permanent Location: Henderson, US-NC
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:44
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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
Richards Supply is one of those trade names and is looking for a Counter Salesperson at their Kalamazoo, MI location .
Are you outgoing and value customer service? Are you knowledgeable and service-oriented? Do you have the determination to close sales and build lasting relationships with new and existing customers? If so, we'd like you to join our team as a Counter Salesperson.
About the Role:
You will:
* Provide sales and support to walk-in customers at our will-call sales counters, ensuring the highest levels of customer satisfaction.
* Maintain, stock, and clean the counter sales area merchandise and displays, and support Inside Sales and Outside Sales activities.
* Confidently assist customers who purchase and/or pick up merchandise at the Profit Center.
* Accurately process and fill Sales Orders generated at the sales counter.
* Provide customers with reliable information regarding product specifications, pricing, and availability.
* Keep counter area and merchandise displays clean, neat, current, stocked and safely displayed.
* Ensure security and control is upheld at this primary point of customer contact.
* Communicate to the Profit Center Manager and Credit Manager any changes in a customer's business that might cause a credit risk.
* Process cash sale returns and refund paperwork in accordance with Company policy and procedure.
* Inform supervisor of inventory levels or stock depletions that could impact customer service levels.
* Assist co-workers in servicing customers, including answering incoming calls, stocking merchandise in the warehouse, and pulling orders for delivery.
About You:
* High school diploma or equivalent
* 1-2 years experience in customer service or counter sales; contractor sales preferred
* Knowledge of products sold in the Profi...
Hajoca Corporation Job 6987 by eQuest
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Type: Permanent Location: Kalamazoo, US-MI
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:43
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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
McDonald Supply is one of those trade names and is looking for a Outside Salesperson at their Rapid City, SD location .
Pay for Outside Salesperson is between $70,000 and $106,000 per year at this location.
Are you a leader that excels in managing and developing a team? Are you excellent at building relationships and ensuring an elevated level of customer service? Do you have experience in a sales environment?If so, we'd like you to join our team as an Outside Sales Manager.
About the Role:
You will:
* Manage, recruit, hire, develop, and train a team of sales personnel.
* Set clear performance expectations and goals for teammates and conduct regular performance evaluations to assess progress and provide feedback.
* Work with PCM to establish revenue and margin targets.
Establish individual sales goals and hold salespeople accountable for achieving goals.
* Analyze financial reports and implement appropriate strategies to increase sales, improve operating efficiencies, manage assets and increase ROI and profit sharing.
* Attract and retain customers.
* Build and maintain strong relationships with key customers and accounts, identifying opportunities for upselling, cross-selling and account expansion to maximize review potential.
* Monitor quotations proposals and ensure they are completed in accordance with company policies and procedures and include an appropriate profit margin.
* Conduct market research and analysis to identify emerging trends, competitive threats and growth opportunities, providing insights and recommendations to inform sales strategies and tactics.
* Prepare accurate sales forecasts, reports and analysis to track sales performance, measure progress against goals and provide visibility into sales pipeline and revenue projections.
* Find innovative ways to grow sale...
Hajoca Corporation Job 6988 by eQuest
....Read more...
Type: Permanent Location: Rapid City, US-SD
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:41
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Join a successful, versatile, well-established legal team that supports a range of products and asset classes within North America Credit Trading (and the Commercial & Investment Bank more generally), and collaborates daily with banking, markets, regulatory and other lawyers across JPMorgan's legal department, as well as compliance, risk, conflicts and operations partners.
If you are intellectually curious and have a passion for driving solutions you may be the perfect fit for our team.
As a Credit Trading and Special Situations Attorney - Vice President, Assistant General Counsel within our Credit Trading Legal Team, you will support the Commercial & Investment Bank's Credit Solutions business and other products within North America Credit Trading.
You will partner with the Credit Trading business on structuring bespoke alternative credit solutions and advise on lending and repackaging transactions involving distressed and special situation assets.
Transactions may include debt financings backed by alternative security packages, claims trading and monetization, and other bespoke financing transactions with opportunities to advise on bankruptcy, intercreditor, regulatory and risk matters.
You will also support the distressed trading business, advising our analysts and traders throughout the restructuring life cycle, facilitating the execution and settlement of trades, drafting and negotiating risk transfer agreements with trading counterparties, and advising on restructuring support and cooperation agreements, as well as partnering with Credit Trading on structuring its growing financing business.
The Legal Department at JPMorgan Chase & Co.
manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.
Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services.
As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm.
We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work.
If these values resonate with you, we would like to hear from you.
Job responsibilities
* Provide primary legal coverage responsibility for North America Credit Trading's Credit Solutions business
* Provide legal coverage for North America Credit Trading business, including providing legal advice on structuring alternative credit solutions, receivable puts, financing structures, lending and intercreditor issues, and bankruptcy claim monetization and trades
* Advise distressed trading business throughout the restructuring life cycle, such as drafting for transfers of debt and equity, and reviewing plan/restructuring support and cooperation agreements
* Advise the Credit Trading business on relevan...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:40
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Become a trusted advisor to the bankers, credit officers and other functions in the Global Corporate Banking (GCB) line of business which supports US and international companies.
Client industry specialties within Global Corporate Banking (GCB) include technology; entertainment; energy companies; domestic banks, specialty finance, mortgage warehouse finance, insurance and other financial institutions; healthcare, retail, real estate and power and utilities.
As a Global Corporate Banking Attorney - Vice President, Assistant General Counsel within our Global Corporate Banking team, you will be part of a team that supports multiple industry segments.
You will work with customer-facing bankers, underwriters and service personnel with respect to syndicated and bilateral lending transactions as well as deposit, cash management and payments products, regulatory and compliance issues affecting our line of business.
You will also provide advice regarding new developments and products in our industries and markets and their impact to GCB and its clients.
You will leverage your legal knowledge to support and advise the business and other teams such as controls and compliance, as well as have the opportunity to work on challenging cross-line of business projects.
If you are intellectually curious and have a passion for finding creative but compliant solutions across a large organization, you may be the perfect fit for our team.
The Legal Department at JPMorgan Chase & Co.
manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.
Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services.
As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm.
We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work.
If these values resonate with you, we would like to hear from you.
Job responsibilities
* Provide transactional support for syndicated and bilateral loan transactions, including analysis and advice on structural and risk issues and review and negotiation of credit and collateral documentation; drafting, review and negotiation of confidentiality agreements, guarantees, collateral assignments of deposit accounts, advised line documents, fee letters, engagement letters, term sheets, and commitment letters; tailoring of standard bank loan documentation forms; indicative term sheets and other proposals; amendments and waivers, etc., and advising underwriters on various credit agreement issues
* Support and advise the business with respect to treasury management products, and client related issues including KYC, privacy, reputational and AML issues which may arise
* Escalate issues as app...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:38
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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 Java/AWS Software Engineer III at JPMorgan Chase within the Consumer and Community Banking, specifically in the Lending Innovations 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 3+ years of applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming languages - Java, Spring Framework and database querying languages
* Hands-on practical experience in AWS, Containers (Kubernetes/EKS), ECS, Lambdas step functions, Apache Kafka
* Demonstrated proficiency in development tools and frameworks - GIT, JaCoCo, Hibernate, Apache Maven, Jenkins
* 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
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Experience with React and Other public cloud such as Azure or GCP
Chase is a leading financial services firm, helping nearly half of America's households and small businesses a...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:36
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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: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:36
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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: Ithaca, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:35
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Join our team at J.P.
Morgan Advisors, the ultra-high net worth division of J.P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Service Group Manager in J.P.
Morgan Advisors, you will be responsible for managing the sales support staff and administrative staff for the branch.
You will also be tasked with managing a wide array of training and process improvement initiatives to support the growth of the J.P.
Morgan Advisors office.
This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch management team.
Job responsibilities:
* Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.
* Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
* Recruit, select, onboard, train administrative and sales support staff.
Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings.
Educate all employees on administrative policies and procedures as well as Firm's best practices
* Conduct performance reviews and exercise professional discretion for compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy
* Partner with functional groups across the line of business on process improvement and day to day problem solving.
* Supervise and manage human resources, benefits issues, attendance, and vacation.
* Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary.
Partner with Regional Director and New York Management to address any management or staffing issues.
Required qualifications, capabilities, and skills:
* FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must successfully obtain within 180 days from start date
* Degree in Business, Finance, or other related business discipline
* Minimum of 3 years financial services management experience
* Experience in the training field or branch administrator in financial services
* Understanding of wealth management business, sales force, and investment products
* Knowledge and understanding of KYC and Regulatory requirements
* Project management, problem-solving and time management skills
* Experience with facilitating training sessions (both classroom and virtual)
* Strong working knowledge of PowerPoint, Word, Excel
Preferred qualifications, capabilities, and skills:
* Exceptional interpersonal skills with the...
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Type: Permanent Location: Palm Beach Gardens, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:34
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Leverage your problem-solving skills to thrive in a fast-paced environment and drive customer-centric strategies.
As a leader in solutioning, collaborate closely with the Sales teams to deliver tailor-made product solutions that meet clients' needs.
As a Product Solutions Manager in Commercial Banking Digital Channels Solutions, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales.
You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams.
Job responsibilities
* Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives
* Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends
* Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
* Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
* Functions as subject matter expert across digital channels, open banking, and emerging technologies integration solutions; including API, host-host, web, SWIFT and mobile platforms.
* Work directly with Treasury Sales and clients to understand holistic business problems and requirements and deliver efficient and effective multi-channel technical integration recommendations and solutions.
* Attend and contribute subject matter expertise and thought leadership to client roundtables and strategy white-boarding and workshops as required.
* Support Sales in responding to complex RFPs and non-standard information requests.
* Support Sales in delivering product demos and best and final solution presentations (over web, phone, or in-person)
* Provide training and support to Sales and business partners on new product/channel capabilities.
* Provide market feedback to Product Managers including new functionality needs and competitive landscape information.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products
* Extensive experience working in a sales cycle and engaging with clients on a regular basis
* Experience modifying preconfigured solutions to meet complex problems
* Demonstrated prior experience working in a highly matrixed and complex organization
* Strong payments industry knowledge, specifically of wholesale payments products (Payments, Receivables, Liquidity, Foreign Exchange, Merchant Services) and solid exper...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:33
-
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: Parker, US-CO
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:33
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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 Consumer & Community Banking, 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
* Collaborate with product and engineering teams to deliver robust cloud-based solutions that drive enhanced customer experiences
* Drive, support, and deliver on a strategy to build broad use of Amazon's utility computing web services (e.g., AWS EC2, AWS S3, AWS RDS, AWS CloudFront, AWS EFS, AWS DynamoDB, CloudWatch, EKS, ECS)
* Utilize programming languages like Java, Python, SQL, Node, Go, and Scala, Open Source RDBMS and NoSQL databases, Container Orchestration services including Docker and Kubernetes, and a variety of AWS tools and services
* 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
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) - Java, Python, Go
* 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
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experie...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:31
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The Chief Data & Analytics Office (CDAO) at JPMorgan Chase is responsible for accelerating the firm's data and analytics journey.
This includes ensuring the quality, integrity, and security of the company's data, as well as leveraging this data to generate insights and drive decision-making.
The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management effectively and responsibly.
As a Machine Learning Scientist - Quant AI - Vice President within the Machine Learning Center of Excellence, you will have the opportunity to apply sophisticated machine learning methods to a wide variety of complex tasks.
You will collaborate with all of JPMorgan's lines of business and functions to deliver software solutions with high technology and business impact.
You will also research, develop, and productionize high-performance machine learning models, quantitative models, and applications.
This role requires a strong passion for machine learning, solid expertise in Deep Learning, and a deep desire to learn and grow.
Job Responsibilities
* Research, develop and productionize high performance machine learning models, quantitative models, and applications.
* Collaborate with all of JPMorgan's lines of business and functions to deliver software solutions, making high technology and business impact.
* Design and implement highly scalable and reliable data processing pipelines and perform analysis and insights to drive and optimize business result.
Required qualifications, capabilities, and skills
* PhD in a quantitative discipline, e.g.
Computer Science, Electrical Engineering, Mathematics, Operations Research, Optimization, or Data Science with three years of industry experience Or an MS with at least five years of industry or research experience in the field.
* Solid programming skills with C/C++, Java, Python or other equivalent languages.
* 2 years of experience with software development in C++ or more programming languages.
* 2 years of experience with data structures and algorithms.
* Deep knowledge in Machine Learning, Deep Learning, Data Mining, Information Retrieval, Statistics.
* Experienced in one or more major machine learning frameworks: Tensorflow, Pytorch, JAX, Keras, MXNet, Scikit-Learn.
* Experience in ETL pipelines, both batch and real-time data processing.
* Strong analytical and critical thinking skills.
* Self-motivation, great communication skills and team player.
Preferred qualifications, capabilities, and skills
* Experience in computational graphs and just in time (JIT) compilation.
* Experience in Generative AI, LLMs and AI Agents is a plus.
* Knowledge in hardware accelerators / GPUs, manycore architecture and profiling tools.
* Knowledge in Deep Learning frame...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:30
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Join our dynamic team to navigate complex risk landscapes and fortify technology governance, making a pivotal impact in our firm's robust risk strategy.
As a Tech Risk & Controls Senior Associate in Global Technology, Tech Risks and Controls, you will contribute to the successful management of technology-aligned aspects of Governance, Risk, and Compliance in line with the firm's standards.
Leverage your broad knowledge in risk management principles and practices to assess and monitor risks and implement effective controls.
Your role in risk identification, control evaluation, and security governance is crucial in advising on complex situations and enhancing the firm's risk posture.
Through collaboration and analytical skills, you will contribute to the overall success of the Technology Risk & Services team and ensure compliance with regulatory obligations and industry standards.
Job responsibilities
* Assess and monitor technology risks, ensuring compliance with firm standards, regulatory requirements, and industry best practices
* Lead all aspects of our SOX program relating to IT general and applications controls, including annual and ongoing risk assessments, facilitation of walkthroughs and overseeing the documentation and testing of applicable controls
* Support implementation of effective controls in collaboration with cross-functional teams and stakeholders
* Evaluate the effectiveness of existing controls, identify gaps, and recommend improvements to mitigate risks and enhance the firm's risk posture
* Analyze complex situations, provide advice on risk management strategies, and support the implementation of risk mitigation measures
* Collaborate directly with the External Auditors on the scoping and execution of all IT components of the SOX program, including the evolution of compliance requirements based on PCAOB or firm mandates
* Drive initiatives to improve the SOX program and promote efficiencies, improving governance and structure for audit processes and deliverable
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on risk identification, assessment, and mitigation
* Experience in risk identification, assessment, and control evaluation, with a strong understanding of industry standards
* Demonstrated ability to analyze complex issues, develop and implement risk mitigation strategies, and communicate effectively with senior stakeholders
* Proficient knowledge of risk management frameworks, regulations, and industry best practices
* Strong understanding of the Sarbanes-Oxley Act, the 2013 COSO framework, NIST, COBIT, SOC, DCAM, and SEC guidance for management's assessment of internal controls over financial reporting
* Demonstrated ability to apply IT-related knowledge and experience in solving compliance issues
Preferred qualific...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:29
-
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: Bryan, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:28
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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: Rochester, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:27
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Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bilingual fluency in English and Spanish
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you fro...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:25
