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We have an obsession 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 will 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
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 f...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:10
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking, Core Engineering team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
The Core Engineering team is responsible for leading, designing, and developing software solutions for the rest of the CCB engineers.
We own the design and development of the new ultra-scalable fully automated testing toolchain tightly integrated with developer IDE, source control system, CI/CD pipelines, and other tools developers use every day.
We operate as a technology startup within one of the largest banks in the world delivering tools used by 14,000 developers globally across 300,000 code bases written in many languages.
We are highly motivated, collaborative, and fun-loving team with an entrepreneurial spirit and bias for action.
With a broad mandate to experiment and innovate, we are growing at an unprecedented rate with a seemingly endless range
Job responsibilities
* Regularly provide technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develop secure and high-quality production code, and reviews and debugs code written by others
* Drive decisions that influence the product design, application functionality, and technical operations and processes
* Serve as a function-wide subject matter expert in one or more areas of focus
* Actively contribute to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influence peers and project decision-makers to consider the use and application of leading-edge technologies
* Add to the 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.
In addition, 2+ years of experience leading technologists to manage and solve complex technical items within your domain of expertise.
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced experience developing API driven systems for public/private cloud
* Polyglot programming skills with Java and other languages like Golang and Python.
Expert level skills with distributed databases, NoSQL, and performance tuning.
* Experience with Kubernetes (cluster, scheduling, ingress, stateful-sets among other t...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:07
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You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, 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 Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
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 conti...
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Type: Permanent Location: Staten Island, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:07
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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: Bakersfield, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:06
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Join us to pioneer user experience insights, shaping products that resonate with customers and end users.
Foster a culture of continuous learning as you mentor and coach junior researchers and designers and bring your thought leadership and expertise to the team.
As a Vice President of Experience Research in the Finance Portfolio for the Consumer and Community Banking business unit, you will play a pivotal role in shaping the user experience across our products and services.
Leveraging your deep expertise in research methods and user experience design, develop and execute research strategies to uncover valuable insights into the wants, needs, and abilities of our customers and end users.
Your work will provide the foundation used to inform effective product and service designs across the firm.
Apply your advanced knowledge of quantitative and qualitative methods to critically analyze the effectiveness of our existing and future designs as you collaborate with cross-disciplinary teams.
In this role, you will influence the design decisions with your research expertise and insights for our Product Agility Tool (PAT) Product while working closely in a collaborative fashion with partners in Product, Technology and Data.
Job responsibilities
* Design and execute comprehensive research studies to identify customer needs, preferences, and behaviors to foster product improvements and innovation
* Analyze and interpret data using advanced quantitative and qualitative methods and translate insights into actionable recommendations for enhancing user experience
* Facilitate surveys and interviews with users to gather information on user needs and desires and create user testing scenarios to further refine the product or feature based on findings
* Mentor and guide junior researchers and designers and foster a culture of continuous learning and knowledge sharing within the user experience design team
* Monitor industry trends and advancements in user experience research methodologies and incorporate innovative techniques to maintain a competitive edge in the market
* Lead and support the facilitation of workshops with cross-functional partners and co-creation sessions with key stakeholders and internal customers
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in generative and evaluative user experience research, with a strong focus on both quantitative and qualitative research methods
* Proven ability to conduct various research techniques, such as ethnography, surveys, interviews, and advanced data analysis, to derive actionable insights for user experience design
* Demonstrated knowledge of advanced qualitative methods, with evidence of implementing findings that improved product or feature design
* Demonstrated experience in collaborating with cross-functional teams, including UX designers, product managers, data owners and developers, to propel cust...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:05
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking in Payments space, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
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
* Provides technical guidance and direction to support the business and its technical teams, contractors, and vendors.
* Serves as a function-wide subject matter expert in one or more areas of focus.
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies.
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability.
* Proficiency in Java/J2EE and REST APIs, Web Services and experience in building event-driven Micro Services and Kafka streaming.
* Proficiency in front-end languages such as HTML, CSS, and JavaScript.
* Experience with front-end frameworks like React, Angular, or Vue.js.
* Experience in Spring Framework and AWS Services in public cloud infrastructure.
.(S3, Terraform, PostgreSQL DB, Dynamo DB)
* Advanced understanding of agile methodologies such as CI/CD, Applicant 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 syst...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:05
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Become an integral part of the Commercial Bank team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Commercial Bank, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment bank...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:04
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We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Associate in our Equity Capital Markets team, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset manage...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:03
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Are you excited to provide best in class client experience to our customer base, do you drive execution effectively and you enjoy taking on ownership of clients and the delivery of our product suite to them? You have found the right team!
As a Letter of Credit Transaction Vice President in the Commercial Bank.
you are client facing and will team up with our Commercial bankers on relationship management and product delivery activities for our Standby Letter of Credit (SBLC) offering.
You will provide consistent, high quality service to ensure excellent client experience.
You will take on ownership of a complex product and are responsible for the end-to-end process.
You will directly interact with our customers, and gain in-depth insight into the workings of our internal teams, e.g., deal team leads, credit, legal, compliance and business management, relating to credit decisioning, product set up and product execution.
Job Responsibilities
* Own a portfolio of clients and build strong relationships with our customers and internal banking teams dedicated to your portfolio.
* Advise our Commercial Bank US customers and bankers around best practices on Letter of Credit structuring and set up.
* Set expectations around product delivery and help our customers with the Letter of Credit execution by providing them with a smooth end to end product delivery.
* Lead the Letter of Credit process and provide the clients with clear guidance and transparency on the process
* Act as a trusted advisor to your respective portfolio for any Letter of Credit situations that arise.
* Coordinate with various internal, cross regional teams such as Banking, Trade Finance, Credit, Legal and other functions to ensure efficient Letter of Credit execution.
* Coordinate the Letter of Credit process across the Commercial Bank's customer base during client onboarding, new facility set up and Letter of Credit issuance.
* Consult with clients on new facilities, amendments to or cancellations of Letters of Credit.
* Manage, oversee, and escalate for a broad range of topics, such as structuring, collateral, documentation and the complex implementations.
* Know credit appetite and coordinate discussions when a new credit need arises including partnering with the Underwriter and Credit Teams to facilitate set up of Letters of Credit facilities, and Cash Collateral, if needed.
* Engage with bankers on pricing discussions and guide for market levels and understand background for capital needs on Letters of Credit.
Required Qualifications, Capabilities and Skills
* 7+ years' experience in Commercial banking, sales, operations, with Trade Finance / Letter of Credit experience
* Proven ability to build and develop relationships.
Willingness to build a strong internal network will be critical to success
* Must possess strong verbal and written communications skills with the ability to adjust messaging for different...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:03
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
Are you interested in Data and Analytics? Come join the Chief Data and Analtytics team as an SDET - Software Engineer Senior Associate where you will work with leading edge technology.
As a Software Engineer III at JPMorgan Chase within Corporate Chief Data and Analytics Office (CDAO, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Creates automated test cases for RESTful APIs using Rest Assured
* Works with AWS services to manage testing software.
* Ensures that automated tests cover integration points between different verticals.
* Analyzes test results, identify issues and work on resolutions.
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems.
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development.
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems.
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture.
* Contributes to software engineering communities of practice and events that explore new and emerging 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 applied experience.
* Experience in automated testing of APIs and UI testing using RestAssured, Selenium or similar technology.
* Strong programming skill in Python or Java
* Hands-on practical experience in system design, application development, testing, and operational stability
* Proficient in coding in one or more languages
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages.
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Working knowledge of databases like Trino, Ic...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:02
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Corporate Sector - Finance Technology team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems.
* Configure Contract Lifecycle Management application, Build and train AI models to extract data from contracts, Create contract templates and workflows and create integrations between other JPMC applications.
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems.
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems.
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture.
* Contributes to software engineering communities of practice and events that explore new and emerging 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 applied experience.
* Experience working with Icertis platform for revolutionizing contract lifecycle management, empowering JPMC worldwide to optimize contractual purposes.
* Hands-on practical experience in system design, application development, testing, and operational stability.
* Proficient in coding in Java, Python or C#.
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages.
* Overall knowledge of the Software Development Life Cycle.
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security.
* Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Icertis Certification.
* Familiarity with modern front-end technologies.
* Exposure to cloud techn...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:01
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Embark on a rewarding career journey with our Quality Assurance team where you will play a crucial role as a quality management associate.
This is your chance to make a significant impact while growing your skills and career.
As a quality management associate in the Quality Assurance team you will monitor adherence established Home Lending criteria by managing the quality process, including the implementation of quality tests, operational policies, processes, and services.
You will monitor the control environment for changes which may impact testing, complete reporting deliverables, and lead special projects, when applicable.
Additionally, you will also manage and direct overall team activities, monitors performance, and confirms adherence to regulatory rules and company policy and procedures.
Job responsibilities:
* Provides verbal and written summaries of findings and corresponding corrective actions
* Actively leads LOB feedback sessions and offers clarifying commentary as needed to support findings
* Provides feedback pertaining to processes and opportunities for enhancement
* Ensures testing job aids are kept current
* Manages resources and operating expenses
* Recommends and implements enhancements to improve effectiveness and efficiency of process
* Provides coaching and feedback to the Quality Specialists/Analysts;
* Conducts quality reviews to ensure consistency and accuracy of evaluations
* Interacts with line of business / operations, systems and engage supporting business partners
* Partner with Quality Assurance Manager on achieving highest levels of staff performance.
Required qualifications, skills, and capabilities:
* 3+ years of relevant complaint handling experience in operations or management
* 2+ years experience in oversight functions such as auditing and/or operational quality assurance
* Bachelor's degree in business, finance, or related field, or equivalent work experience.
* CCB Home Lending with experience in multiple disciplines/functions
* Compliant Identification and Documentation requirements
* Ability to work in a fast-paced environment and changing requirements
* Ability to identify training needs and coach and develop team members
* Demonstrates leadership skills including planning, organizing and performance management
* Advanced presentation delivery
* Issue Resolution and problem-solving skills
* Ability to build strong partnership and create inclusive environment
Preferred qualifications, skills, and capabilities:
* Organization and time management
* Excellent written and oral communication
* Analytical skills
* Detail-oriented
* Risk and control management
* High degree of professionalism, self-motivation and sense of urgency
* Microsoft Excel
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:01
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Take your engineering expertise to new heights by joining a team of exceptionally talented professionals and solidify your place among top performers in the industry.
As a Principal Cybersecurity Architect at JPMorgan Chase within Global Banking Technology, you provide expertise to enhance and develop architecture platforms based on modern cloud-based technologies as well as support the adoption of strategic global solutions.
Leverage your advanced architecture capabilities to identify, communicate, and mitigate risk, and collaborate with colleagues across the organization to drive best-in-class outcomes.
Job responsibilities
* Advises cross-functional teams on technology selections and decisions to achieve target state cybersecurity on improvements to current cybersecurity parameters
* Develops multi-year roadmaps aligned with business and architecture strategy and priorities
* Creates complex and scalable coding frameworks on the public cloud for new system design patterns and process templates
* Develops secure and high-quality production code and reviews and debugs code written by others
* Serves as the function's go-to subject matter expert and drives thought leadership within the product line
* Contributes to the development of technical methods in cybersecurity in line with the latest product development methodologies
* Creates durable, reusable software frameworks that improves velocity and quality of output across teams and functions
* Participant in the firm's culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering
* concepts and 10+ years applied experience
* Hands-on practical experience in cybersecurity architecture that can be applied and reused across businesses, functions, and systems
* Fluent in one or more programming languages
* Deep knowledge of one or more software or applications
* Advanced knowledge of cybersecurity architecture, applications, and technical processes with considerable, in-depth knowledge in one or more technical disciplines (e.g., public cloud, artificial intelligence, machine learning, mobile, etc.)
* Expertise in one or more of the following security domains: Zero Trust; Governance Risk and Compliance; Security Architecture and Engineering
* Experience applying expertise and new methods to determine solutions for complex architecture problems in one or more technical disciplines
* Ability to present and effectively communicate with senior leaders and executives
* Understanding of the business and knowledgeable of latest risk trends in the internal and external environments
* Practical cloud native experience
* Experience leading a product as a product owner or product manager
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:00
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Job Summary
In this role you will provide data management, analysis, and technical support pertaining to forest mensuration, timberland inventory, carbon-focused measurement techniques, and growth & yield modeling across all major timberland investment regions.
Job Responsibilites
* Work closely with the lead forest Biometrician to support forest inventory data collection and timber and carbon modeling.
* Provide critical review and support in the development of decision-support tools used for operational inventory needs, harvest forecast planning and carbon-focused strategic planning.
* Work closely with the lead Biometrician to review and analyze yield projections for use in harvest scheduling, carbon-focused strategic planning, and operational decision making.
* Participate in and support the development of carbon project feasibility assessments, project design and modeling, and verification.
* Support Company efforts to ensure continuous improvement of our inventory systems and measurements, such as cutout analyses and cruise-to-recruise analysis.
* Provide leadership and support in the development of remotely sensed inventory models.
* Support the Company's acquisition initiatives by providing direction related to inventory verification design, growth & yield modeling, and decision support across multiple timberland investment regions.
* Represent Company in silviculture, tree-improvement, modeling, and other research coops, partnering with operations staff to facilitate technology transfer of knowledge related to ongoing research.
* Support annual carbon accounting analysis, process development and continuous improvement.
* Review and communicate research results for financial analysis and implementation to realize returns from investment in research.
Required Qualifications, Capabilities, and Skills
* MS degree in forestry with a strong concentration in Forest Biometrics or statistics
* Minimum of three years forest biometrics experience.
* Must have good research and analytical skills.
* Must have excellent communication skills, both oral and written as well as demonstrated strong interpersonal skills.
* Demonstrated ability to collaborate effectively in a team environment across multiple disciplines and across multiple locations.
* Must have a working knowledge of the forest growth modeling techniques and a variety of tools currently used throughout the industry.
* Experience with the application of remote sensing in forest inventory systems.
* Knowledge and aptitude in a structured programming language such as R (preferred), Python, Julia, C++, etc.
* Experience using relational databases, e.g., SQL, to write/ design queries, analyze data, and create reports.
Preferred Qualifications, Capabilities, and Skills
* Demonstrated background in carbon-focused measurements and accounting methods is strongly preferred.
JPMorgan Chase & Co....
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Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2024-09-10 08:22:00
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Exciting and dynamic role at the forefront of Capital RWA Reporting for Credit Risk Capital Firmwide
As a Risk-Weighted Assets Associate in the Capital Management team you will be responsible for end-to-end oversight of the firm's capital management framework to ensure the firm is compliant with regulatory capital requirements and maintains fortress principles related to capital levels, capital distributions/buy-backs, capital stress testing and internal capital allocation.
You will work in close partnership with stakeholders within Risk, the Business and other Finance functions around the world to ensure a cohesive global approach to capital management
The Basel Measurement and Analytics group within Capital Management produces and analyzes firm-wide Counterparty Credit risk regulatory capital results on a monthly basis.
The team is responsible for implementation of Basel rules and enhancement to the Basel reporting infrastructure.
You will work closely with Lines of Business, Model Implementation, Technology and Regulatory Policy to advance the Firm's capital agenda in Retail Credit and Other Assets risk stripe.
Job responsibilities
* Performs deliverables related to production of Retail Credit Risk RWA.
Analyze RWA, perform trend analysis, forecast-to-actual results variances and provide insights for stakeholders and senior management
* Maintains Procedure documents for the production process.
Maintain Implementation guidance documents detailing the data, associated rule implementation for RWA calculation and reporting
* Performs quantitative impact studies (QIS) for regulatory agencies.
Understand the upcoming rules and regulations in Retail domain, determine data gaps, draft resolution plans, and create implementation processes for reporting
* Meets Sarbanes-Oxley (SOX) compliance and audit requirements, provide requisite datasets and documents for review
* Partners with risk management, lines of business and technology teams to identify and remediate data quality issues.
Tracking and management of issues through to resolution
* Implements new business initiatives, model updates collaborating with stakeholders and partnering with Technology
Required qualifications, capabilities, and skills
* Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint)
* Bachelors degree -Finance/Accounting Major or CFA charter holders
* Ability to multi-task, decide prioritization and capability to make decisions, organized, self-motivated and be a team player
* Good interpersonal, oral and written communication skills to collaborate effectively with cross-functional groups and cross-continent teams
* Strong analytical and problem solving skills, with focus on controls.
Superior attention to detail and process-orientation
Preferred qualifications, capabilities, and skills:
* Minimum 2 years experience in Treasury, financial or regulatory reporting experience, preferably at a...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-10 08:21:59
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Take on a crucial role where you'll be a key part of a high-performing team delivering secure software solutions.
Make a real impact as you help shape the future of software security at one of the world's largest and most influential companies.
As a Lead Security Engineer at JPMorgan Chase within the Cybersecurity and Technology Controls organization, you are an integral part of team that works to deliver software solutions that satisfy pre-defined functional and user requirements with the added dimension of preventing misuse, circumvention, and malicious behavior.
As a core technical contributor, you are responsible for carrying out critical technology solutions with tamper-proof, audit defensible methods across multiple technical areas within various business functions.
As a full-stack software and design lead in our Assurance Foundations developer team, we look for people who are passionate about solving problems through innovation and engineering practices.
You'll be required to apply your depth of knowledge and expertise to all aspects of the software development lifecycle, front end and back, as well as partner continuously with your stakeholders and more junior colleagues to keep us focused on common goals.
We embrace a culture of experimentation and constantly strive for improvement and learning.
You'll work in a collaborative, trusting, thought-provoking environment-one that encourages diversity of thought and creative solutions that are in the best interests of our customers globally.
Job responsibilities
* Executes creative security solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches to build solutions and break down technical problems
* Develops secure and high-quality production code and reviews and debugs code written by others
* Minimizes security vulnerabilities by following industry insights and governmental regulations to continuously evolve security protocols, including creating processes to determine the effectiveness of current controls
* Works with stakeholders and business leaders to understand security needs and recommend business modifications during periods of vulnerability
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Actively contributes to the engineering community as an advocate of firm wide frameworks, tools, and practices of the Software Development Life Cycle
* 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
* Skilled in planning, designing, and implementing enterprise level security solutions
* Advanced in one or more programming languages: Java (required), C/C++, Python
* Proficient in all aspects of the Software Development Li...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-10 08:21:58
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Join us in this exciting role and be at the forefront of shaping the future of our API and connectivity ecosystem.
Together, we will build a platform that revolutionizes the way clients and developers interact with JP Morgan Payments technologies, fostering innovation and further driving our growth in the digital economy.
As an API Technical Product Director in Digital Channels, you'll lead innovation through the development of products and features that delight customers and developers.
As a leader on the team, you'll leverage your experience 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.
In this role you are expected to have a comprehensive view of all the moving parts within our product delivery model, making strategic decisions that drive our API landscape within the Payments organization, while ensuring that each team can effectively execute their part of the strategy (e.g.
Global Payments, Merchant Services, Embedded Banking, others).
Job responsibilities
* Oversees the API portfolio product roadmap, governance, vision, development, execution, risk management, and business growth targets
* Set the strategic direction for API development and integration across the Payments organization.
This involves understanding and aligning the API needs of various business units and ensuring that the overarching API strategy supports the organization's goals
* Establish and enforce standards for API product development, usage, and security.
This includes creating guidelines for API documentation, versioning, and deprecation policies to ensure consistency and high quality in API interfaces
* Act as a liaison between different product teams/partners who own their respective APIs.
You will facilitate collaboration and communication among these teams
* Promote innovative practices for API development and encouraging the adoption of new technologies and methodologies
* Help drive educational programs and training sessions for API developers and product teams within the Payments organization
* Identify and address technical and business risks associated with API exposure and consumption, including data security and compliance with relevant regulations and controls processes
* 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, Skills and Capabilities:
* 8+ years of experience or equivalent expert...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-10 08:21:58
-
Posting Description
J.P.
Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally.
The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P.
Morgan's various private equity and real estate entities.
Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
Job Summary:
As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients.
Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams.
You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations.
Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities
* Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
* Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
* Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
* Ensure adherence to control framework including prescribed policies and procedures
* Lead and work on ad hoc client projects and internal initiatives
* Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
* Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence
Required qualifications, capabilities and skills
* A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
* Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
* Bachelor's Degree in Acc...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-10 08:21:57
-
We have an obsession 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 will 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
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 f...
....Read more...
Type: Permanent Location: Farmingville, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-10 08:21:55
-
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, INCLUDING...
....Read more...
Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-10 08:21:55
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-10 08:21:54
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-10 08:21:54
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: McKinney, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-10 08:21:53
-
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, INCLUDING...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-10 08:21:52
-
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co....
....Read more...
Type: Permanent Location: Albuquerque, US-NM
Salary / Rate: Not Specified
Posted: 2024-09-10 08:21:52
