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Embark on a rewarding and challenging career as a Business Analysis Manager with our dynamic team.
You'll have the opportunity to make a significant impact by supporting process improvements, key initiatives and expanding your creative skills in a supportive and collaborative environment.
Join us and contribute to our mission while advancing your career.
With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.
As a Business Analysis Manager- Global Screening Operations in the Centralized List Operations Team, you will help deliver business results, providing sound decision-making and judgment and influence key aspects of the Global Screening Operations (GSO) business and collaborate with various stakeholders across the Globe, ensuring regulatory compliance.
You will play a pivotal role in driving operational efficiency and strategic initiatives while leveraging your advanced understanding of data analytics and automation, you will uncover patterns, analyze complex data sets, and develop innovative solutions to support business strategies.
Your expertise in cross-functional collaboration will enable you to work effectively with diverse teams, ensuring alignment with organizational goals and you will be responsible for planning and directing work, making decisions that impact departmental outcomes, and managing complex situations.
Job responsibilities
* Analyze and interpret complex data sets from varied sources, utilizing advanced data analytics skills to uncover patterns and provide insightful reporting in support of operational and strategic initiatives.
* Develop and implement automation strategies, leveraging systems architecture knowledge to optimize processes and drive efficiency within the department.
* Coordinate cross-functional collaboration, working effectively with diverse teams across the organization to align efforts, share knowledge, and drive the successful implementation of business strategies.
* Utilize strategic thinking to evaluate potential scenarios, assess risks, and make informed decisions that have a direct impact on departmental outcomes.
* Provide coaching to team members, empowering them to take ownership of their work while ensuring objectives are met efficiently and effectively.
Required qualifications, capabilities, and skills
* Demonstrated ability to conduct data analysis with a focus on uncovering patterns and providing insightful reporting, showcasing expertise equivalent to 7+ years of experience.
* Demonstrated proficiency in developing and implementing automation strategies, with a strong understanding of systems architecture.
* Proven ability to coordinate cross-functional collaboration, with experience in working with diverse teams across an organization and advanced strategic thinking skills, with a track...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:45
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Community Private Client Advisor in J.P.
Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families.
You have a passion for uplifting the community where the community branch is located.
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
* Have a passion for uplifting the community through engagement, involvement, and cultivating relationships by hosting and participating in Community Events, with your Community Manager.
Be involved in local community volunteer leadership groups (VLGs) and Market Leadership Team (MLT) sponsored events (Ex.
Back to School Events, Managing Debt Workshops, pop up shop openings, business openings, community events and educational involvement)
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion
* 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 by demonstrating 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
* Demonstrated ability to provide holistic view of clients' needs and financial coaching beyond investments and to share financial health education with community.
* A valid and active Series 7
* A valid and activ...
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Type: Permanent Location: Oakland, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:37
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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 Product Advisor - Vice President within 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.
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 Client Service/Ops, 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 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 audiences including our clients C-suite and their operations teams
* Must be well-organized and structured with the ability to achieve tight timelines on complex deliverables
* Experience in reviewing, understanding, and/or working ...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:35
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The Private Bank's Global Insights program is designed to deliver industry-leading insights to Private Bank clients and prospects on the most relevant wealth planning and investment topics.
We are a diverse group of storytellers and innovators committed to providing insights, tools, and solutions to help our clients meet their financial goals.
We work in a collaborative environment and are willing to roll up our sleeves to ensure we meet the needs of our clients, because their goals are our goals.
As a Global Planning Content Marketing Senior Associate within the Private Bank, you will work closely with the business, subject-matter experts, and other partners within the marketing organization.
You will be responsible for developing compelling, differentiated, and digestible content-such as articles and webcasts-on key topics, and activating the content across all channels (email, web, and social media) globally.
You will represent various perspectives, which we believe is how we continue to differentiate ourselves in the eyes of our clients, competitors, and each other.
Job responsibilities:
* Assist with developing and executing compelling content and messaging for global marketing initiatives.
* Support marketing programs and content that focus on deepening existing client relationships.
* Collaborate with the digital team to understand and develop content strategy for digital channels, including the public website, social media platforms, and video.
* Develop an omni-channel distribution strategy to deliver targeted, personalized content programs at the right time and in a format that increases awareness of our insights and solutions.
* Assist with multiple projects and priorities in a fast-paced, dynamic environment, maintaining a sense of urgency and strong follow-up skills.
* Pull and interpret data to measure KPIs, help guide and evaluate the effectiveness of strategic marketing initiatives and campaigns, and develop forward-looking OKRs to drive business goals.
* Partner with Business Intelligence and use data to develop and execute our content personalization strategy.
* Develop relationships with colleagues in other areas of Global Marketing (Brand and Creative Services, Digital Marketing, Product Marketing, Business Intelligence, Events) and across lines of business for effective partnerships.
* Interact with business management and the sales team on the development of new ideas and ongoing training.
* Assist with managing the budget and processing invoices.
Required qualifications, capabilities, and skills:
* Experience in financial services marketing, as well as an understanding of and/or interest in investments and wealth planning.
* Strategically motivated and able to integrate business priorities into campaign and structured plans to deliver business impact.
* Experience implementing campaigns across different content mediums-email, web, mobile, video, podcast,...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:33
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As an Associate in M&A 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.
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 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
* 3 years prior work experience:
+ in an investment banking front office role
+ in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence)
* Bachelor's degree
* 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
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements a...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:28
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Join the Merchant Services team! As a key member of the team, you will drive the end-to-end client experience.
As a Relationship Manager within Merchant Services, you will primarily be responsible for a select portfolio of global large corporate clients.
You will partner closely with the firm-wide bank coverage team, JPMorgan Payments Treasury Services.
As a Relationship Manager, you will be accountable for maintaining strong relationships with key decision-makers and influencers within those assigned client relationships.
You will meet JP Morgan Merchant Services' profitability goals through strategic client management, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio.
Job responsibilities
* Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction
* Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, Corporate Client Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery
* Act as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services
* Establish and maintain strong internal partnerships with respective JPMorganChase coverage teams through on-going collaboration and communication
* Implement and support ongoing client strategy and co-coordinating cross-sell opportunities with other parts of JPMorgan Payments, Treasury Services
* Understand client needs by applying a strategic, consultative selling approach to cultivate payments optimization strategies and develop appropriate product solution recommendations
* Prepare and deliver quarterly business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business
* Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment
Required qualifications, capabilities, and skills
* 8 + years of experience in strategic relationship management and/or business development in the Payments industry
* Contract negotiation experience
* Senior sales and account executive management experience
* Experience managing complex clients
* Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients
* Experience and comfort level working with C-suite level client stakeholders
* Demonstrated track record of collaboration across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service and operations partners
* Demonstrated ability to...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:27
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As a Vice President in the Financial Institutions Group (FIG) Banks group, you will be responsible for managing client relationships and driving business development.
This involves building strong connections with key decision-makers, identifying new opportunities, and staying informed about industry trends.
You will work with internal teams to deliver comprehensive banking solutions, including corporate finance, investment banking, credit, payments, asset management, and securities services.
Job responsibilities:
* Lead client meetings and prepare materials on strategic opportunities, capital markets, capital structure, and business operations to provide comprehensive insights and recommendations.
* Participate in all aspects of client engagement from marketing to transaction execution
* Coordinate with various internal divisions, including Investment Banking Coverage, Capital Markets, Payments, Security Services, and Asset Management.
* Develop and maintain financial models, specific to the Banking industry, to assess regulatory capital health, debt capacity, impact from M&A, as well as the effect of different capital structures on financial health.
* Conduct industry research and analyze comparable companies and transactions to support strategic decision-making.
* Collaborate with deal team members and partners across J.P.
Morgan LOB's to ensure successful transactions across diverse banking products and solutions.
* Assist senior bankers with client management, idea generation, and business initiatives to enhance client service and drive growth.
* Mentor junior bankers, providing guidance and support to develop their skills and enhance team performance.
Required Qualifications, Capabilities and Skills:
* Over 6 years of experience in the financial industry, with a strong preference for experience in bank financial analysis, bank regulation and more broadly the banking operating landscape.
* Broad understanding of core banking products and how to position them to banks.
* Strong skills in corporate finance, financial analysis, credit assessment, and problem-solving.
* Exceptional verbal and written communication abilities.
* Self-motivated, dependable, intelligent, with strong attention to detail.
* Ability to excel in a fast-paced, collaborative work environment.
* Must possess or obtain FINRA Series 79, Series 63, and Securities Industry Essentials (SIE) licenses within three months of hire, and hold a bachelor's degree in Business, Finance, Accounting, or a related field.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial b...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:26
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Canton, US-MI
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:14
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Birmingham, US-MI
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:12
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of bu...
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Type: Permanent Location: Louisville, US-KY
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:10
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Join the Public Sector Payments Sales team! As a key member of the team, you will drive new business development and manage end-to-end client relationship experiences.
As a Public Sector Payments Sales Manager (PSM) within the Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients.
The PSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor.
It is the goal of the PSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm.
Job Responsibilities
* Executes the North America Public Sector strategy by identifying new business opportunities across a suite of solutions
* Develops and maintains an active sales pipeline and maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results
* Manages customer expectations by communicating up front timelines and deliverables
* Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm
* Works with internal partners, including bankers, product, and technology partners to maintain and grow an existing portfolio; builds collaborative internal relationships to develop and foster partnerships with key stakeholders including Public Sector Leaders, Bankers, Service and Implementation partners and other internal partners
* Develops account plans for select clients
* Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.)
Required qualifications, skills and capabilities:
* 8+ years of experience in treasury management, sales and relationship management experience
* Strong understanding of government processes
* Proficient in consultative selling and pipeline development and account planning; demonstrated ability to position and close new business
* Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products
* Strong verbal and written communication skills; strong problem solving skills
* Understanding of Compliance, Know Your Customer and Risk Awareness
* This role supports US Federal government contracts that require, U.S.
citizenship or lawful permanent status
Preferred qualifications, skills and capabilities:
* Highly proficient in Microsoft Applications (PowerPoint, Excel and Word)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:09
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As a leader within a globally renowned organization, you can make a meaningful impact on employees, customers, and communities around the world.
This role presents an unparalleled opportunity for you to take the reins and help shape the future of technology.
As a Senior Storage & Data Management Architect at JPMorganChase within Infrastructure Platforms, you manage the architecture for our next generation IaaS distributed storage platform, integrate it into our overall IaaS stack, and serve as a key decision maker for your teams.
Apply your deep understanding of infrastructure architecture, applications, processes, and product management to drive results and solve complex issues on projects across teams.
Job responsibilities
* Leads infrastructure architecture process implementation to achieve functional objectives
* Manages multiple complex projects, processes, and initiatives in the function
* Be responsible for decisions that influence staffing, budget, and relevant profit and loss
* Mentors and coaches junior architects and technologists
* Champions the firm's culture of diversity, opportunity, inclusion, and respect for team members and prioritizes diverse representation
Required qualifications, capabilities, and skills
* Formal training or certification on hardware engineering concepts and 10+ years applied experience with Storage & Data Management.
* Experience in a modern programming language (C++, Go, Python) and Kubernetes
* Significant experience with Ceph and other loosely coupled distributed storage architectures.
This must include Production deployment, performance profiling and troubleshooting of large scale enterprise environments.
* Experience in managing data storage within highly regulated, confidential environments.
Demonstrate a security-first mindset.
* Experience developing and managing cross-functional teams of infrastructure architects
* Experience hiring, developing, and recognizing talent
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Experience working at code level, with focus on large scale performance profiling and troubleshooting of a distributed systems, open source stack
* Experience with Red Hat OpenShift Container Platform and KVM
* Experience with data engineering / data pipelining
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:08
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Join the Commercial & Investment Bank (CIB) Finance & Business Management (F&BM) team as a strategic, analytical, and energetic professional supporting the Wholesale KYC Operations (WKO) team with Client Onboarding & Documentation (CO&D).
This high-impact leadership role ensures senior management across the CIB has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives.
As a Business Manager Vice President in the CIB F&BM team, you will partner closely with senior Operations leaders and key partners across CIB Finance, Business Management, and Data & Analytics teams to enable effective end-to-end execution.
Your role involves budgeting, forecasting, executive presentations, and impactful data analysis to support WKO strategy.
Job Responsibilities:
* Partner with WKO and CIB F&BM team to budget and forecast headcount and direct expenses.
* Participate in activity-based costing to allocate expenses across products and LOBs.
* Prepare executive presentations, packaging projections and performance trends into cohesive stories.
* Design management reporting packages to communicate business results transparently.
* Coordinate deliverables with business managers, finance, project managers, and other F&BM teams.
* Analyze large data sets to create impactful analysis for WLS strategy development.
* Create executive-level presentations using PitchPro+.
* Communicate directly with senior stakeholders, demonstrating strong professional presence.
* Collaborate with peers across business and staff areas to achieve goals.
* Influence colleagues at all levels in the business.
* Develop strong, positive relationships with business stakeholders.
Required Qualifications, Capabilities, and Skills:
* College degree.
* Minimum of 5 years of relevant experience in banking or Financial Services.
* Strong presentation skills and ability to tell the story on initiatives.
* Ability to work collaboratively and develop strong partnerships with multiple levels of employees.
* Strong oral and written communication skills.
* Ability to handle multiple priorities and produce successful results in a fast-paced environment.
* Ability to interpret and present complex data.
* Mature, independent, highly organized, self-motivated, and a team player.
* Strong PowerPoint and Excel skills required.
Preferred Qualifications, Capabilities, and Skills:
* Ability to achieve goals without direct control over all resources.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, fi...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:06
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Join the NA Broker Dealers and Market Structure Payments Sales team!
As a Payments Sales Manager within the Financial Institutions Group - North America Broker Dealers and Market Structure industry segments, you will be primarily responsible for developing business from existing and new clients/prospects.
You are expected to expand the relationships by building a pipeline of sales opportunities and achieving new business sales goals through effective account planning, development of strong client relationships and the implementation of sophisticated Payments solutions.
As a key member of the team, you be responsible for a portfolio of clients and will drive the end-to-end client experience.
Job Responsibilities
* Drive sales for the entire Payments product suite, including treasury services which covers core cash management, liquidity management and FX solutions
* Execute JPM Payments sales & client strategy to achieve new business sales objectives, maintain current revenue streams, expand market share and increase the share of wallet with clients.
* Work closely with domestic and overseas coverage and product partners to identify opportunities to provide sophisticated treasury/payments solutions to clients; Collaborate with client service, compliance, operations, technology, risk, credit, legal in order to optimize delivery.
* Stay current on all aspects of the client relationship, including revenue levels, balance levels, credit exposure, KYC compliance.
* Conduct comprehensive client analysis to identify strategic opportunities to market JPMorgan's payments products and solutions to address client specific needs.
* Negotiate and finalize documentation for pricing updates, RFPs, client events and other ad-hoc proposals.
* Execute a comprehensive selling strategy in conjunction with Product and the Banking coverage officers; Sell Payments products with value to the firm as well as build a strong pipeline of new deals.
* Gain a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position JPM and solutions optimally.
* Engage clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-focused framework.
Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification, and solution positioning.
* Manage the entire sales process, including supervising end-to-end implementation and day-to-day operations of client solutions.
* Work as a team and provide leadership to organize and co-ordinate client events as to promote and strengthen J.P.
Morgan's franchise.
Required qualifications, skills and capabilities:
* 5+ years experience selling cash and liquidity management products with in-depth knowledge of such products.
* Proactive wi...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:02
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Job 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
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any othe...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:01
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Bring your experience to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgment to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an Associate within the Collections Digital Strategy Team, you will be instrumental in identifying and managing risks to ensure Chase Card Services operates within set risk parameters and meets long-term performance goals.
Your role will involve developing and implementing comprehensive digital strategies for recovery units, aligning with the organization's risk management framework and business objectives.
You will optimize digital recoveries, implement best practices, and introduce innovative solutions to maximize recovery rates.
Your responsibilities will also include conducting risk assessments, establishing policies and procedures for digital recovery risk management, and ensuring compliance with regulatory requirements.
You will monitor and analyze key performance indicators, providing regular reports to senior management.
Collaborating with cross-functional teams, you will ensure a holistic approach to digital recovery strategies and risk management.
Leveraging advanced analytics and technology, you will enhance risk assessment and recovery processes, staying informed about emerging trends in the financial services industry.
Lastly, you will ensure all digital recovery activities comply with relevant laws and regulations, adjusting strategies as necessary to meet changing regulatory requirements.
Job Responsibilities
* Develop and execute comprehensive Digital strategies for recovery units, ensuring alignment with the organization's overall risk management framework and business objectives.
* Optimize Chase's digital recoveries, ensuring efficient and effective recovery processes.
Implement best practices and innovative solutions to maximize recovery rates.
* Conduct thorough risk assessments to identify potential threats and vulnerabilities in recovery operations.
Implement measures to mitigate identified risks and enhance the effectiveness of recovery efforts.
* Establish and maintain policies and procedures related to digital recovery risk management, ensuring compliance with regulatory requirements and industry best practices.
* Monitor and analyze key performance indicators (KPIs) related to digital recovery activities.
Provide regular reports and insights to senior management, highlighting trends, risks, and opportunities for improvement.
* Collaborate with cross-functional teams, including legal, compliance, finance, and operations, to ensure a holistic approach to digital recovery strategies and...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-23 09:21:00
-
Quantitative Researchers (QR) are key part of JP Morgan's markets business, developing and maintaining sophisticated mathematical models, cutting-edge methodologies and infrastructure to value and risk manage financial transactions.
Position Summary:
As a Vice President for the QRMC (Quantitative Research Market Capital) team, you will build financial engineering, data analytics, and statistical models and infrastructure.
You will partner with various stakeholders across all products and regions, contributing to product innovation, valuation, risk management, and portfolio optimization.
Job Responsibilities:
* Implementation of the next generation of risk analytics platform and assess model performance, perform back testing analysis and P&L attribution;
* Improve performance and scalability of analytics algorithms and develop and enhance mathematical models for VaR/Stress/FRTB; Assess the appropriateness of quantitative models and their limitations, identifying and monitoring the associated model risk;
* Design efficient numerical algorithms and implementing high performance computing solutions.
* Design and develop software frameworks for analytics and their delivery to systems and applications.
Required qualifications, capabilities, and skills:
* Good interpersonal and communication skills, ability to work in a group
* Graduate degree in Mathematics or Computer Science
* Expertise in Python and/or C++, including experience with numpy, scipy and/or pandas
* Expertise in data structures, standard algorithms and OO design.
* Strong software design skills and implementation skills
* Strong analytical and problem solving abilities.
* Excellent oral and written communication skills
Preferred qualifications, capabilities, and skills:
* Knowledge and experience of machine learning is a plus
* Knowledge of financial products and understanding of derivatives valuation models is a plus
* Probability theory, financial math or stochastic calculus is a plus
* Knowledge of finance or quantitative finance is desired
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employe...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-23 09:20:59
-
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
....Read more...
Type: Permanent Location: Beverly Hills, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-23 09:20:58
-
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: Bellingham, US-WA
Salary / Rate: Not Specified
Posted: 2025-12-23 09:20:57
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7 and 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout ...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-23 09:20:55
-
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: Tulsa, US-OK
Salary / Rate: Not Specified
Posted: 2025-12-23 09:20:52
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Humble, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-23 09:20:51
-
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: Sugar Land, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-23 09:20:50
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any ot...
....Read more...
Type: Permanent Location: Schaumburg, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-23 09:20:49
-
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other informatio...
....Read more...
Type: Permanent Location: Melrose Park, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-23 09:20:47
