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The Clinical Concierge is responsible for registering, collecting payments, rooming, assisting the provider with care and treatment, discharging, and following-up with patients.
It is the role of the Clinical Concierge to companion patients and their \"secondary guests\" through the entire experience to maximize clinical excellence, reduce treatment times, and maximize the patient experience; before, during, and after the patient visit.
The Clinical Concierge is responsible for assisting the provider with front office and back office duties in the outpatient management of patients on a rotating basis.
This position is a vital part of the office team that cares for patients in the clinical setting working under the direction of the Site Manager and the on-duty provider and works closely with the provider and other clinical staff.
Additionally, the Clinical Concierge is responsible for a variety of clinical functions within a clinical setting requiring knowledge and integration of available standard, resources, and data; discretion; good judgment; diplomacy; decision making; and a customer service attitude.
Acting as the patient advocate, the Clinical Concierge has continuous contact with providers, patients, patient families/significant others, community agencies, and patient care staff and management.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, CA, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
*Pay for non-physician positions is determined based on related years of experience and internal equity.
Eligible employees may also receive additional forms of compensation, including shift differentials, on-call pay, incentive pay, and bonus opportunities, where applicable.
Manager and above positions may participate in Cottage Health's annual management incentive program.
Physician compensation is determined based upon specialty and may include bonus potential.
For more information on our comprehensive Total Rewards offerings, please visit https://cottagehealth.org/careers/total-rewards .
If you're already a Cottage Health employee, please apply on this link only.
Primary Care Clinic - Goleta, Full-Time, 8 Hour, Day Shift, Cottage Medical Group
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Type: Permanent Location: Goleta, US-CA
Salary / Rate: Not Specified
Posted: 2026-09-06 09:48:20
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Description
Futures start here.
Where first steps, new friendships, and confident learners are born.
At KinderCare Learning Companies, the first and only early childhood education provider recognized with theGallup Exceptional Workplace Award, we offer a variety of early education and child care options for families.
Whether it's KinderCare Learning Centers, Champions, or Crème de la Crème, we build confidence for kids, families, and the future we share.
And we want you to join us in shaping it-in neighborhoods, at work, and in schools nationwide.
When you join Champions, you'll be supporting hardworking families and elementary-aged kids during out-of-school time, on school grounds.
Whether you're partnering with administrators to bring our programs to their district, or buddying up with students to aim higher, think bigger, and never give up, you'll be leading the way toward inspired learning.
When you join our team as a Teacher you will:
* Lead, coach and mentor less experienced teachers in your classroom; model behaviors and provide feedback
* Implement KinderCare's curriculum in a way that is consistent with the unique needs of each child
* Create a safe, nurturing environment where children can play and learn
* Partner and connect with parents, with a shared desire to provide the best care and education for their children
* Support your center's success; partner with center staff and leadership to achieve goals around enrollment, accreditation, and engagement
* Cultivate positive relationships with families, teachers, state licensing authorities, community contacts and corporate partners
Required Skills and Experience:
* Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
* Possess active Child Development Associate (CDA) Credential or meet NAEYC candidacy requirements
* Approved state trainer (preferred)
* 2-3 years Early Childhood Education Experience (preferred)
* Bachelor's degree in Early Childhood Education (preferred)
* Meet state specific qualifications for the role or willingness to obtain
* CPR and First Aid Certification or willingness to obtain
* Physically able to lift a minimum of 40 pounds, and work indoors or outdoors
* Able to assume postures in low levels to allow physical and visual contact with children, see and hear well enough to keep children safe, and engage in physical activity with children
* Read, write, understand, and speak English to communicate with children and their parents in English
Our benefits meet you where you are.
We're here to help our employees navigate the integration of work and life:
- Know your whole family is supported with discounted child care benefits.
- Breathe easy with medical, dental, and vision benefits for your family (and pets, too!).
- Feel supported in your mental health and personal growth with employee ass...
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Type: Permanent Location: Orlando, US-FL
Salary / Rate: Not Specified
Posted: 2026-09-06 09:48:19
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Santa Barbara Cottage Hospital seeks an Occupational Therapist II for their Occupational Therapy Department.
Responsible for interpreting, organizing, applying and modifying as necessary medically prescribed occupational therapy to inpatients and/or outpatients.
The Occupational Therapist II plans and implements programs to meet individual needs and provides care consistent with the Scope of Practice Standards and Code of Ethics of the American Occupational Therapy Association and the California Board of Occupational Therapy.
Responsibilities include:
* The Occupational Therapist II is an independent clinician who is a leader in applying the Cottage Health (CH) Values of excellence, integrity, and compassion in patient care.
A Level II clinician provides care in a skilled and effective manner, utilizing learned technical, interpersonal, and critical thinking skills.
* Competency skills include the ability to provide care in a safe environment utilizing appropriate communication with sensitivity to special populations.
This includes patients with diverse cultural backgrounds, age, developmental issues and physical impairments.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Minimum: Graduation from an accredited school of Occupational Therapy (Master's Degree, or Bachelor's Degree with equivalent experience).
Certifications, Licenses, Registrations:
* Minimum: License applicant for the state of California (currently holds out-of-state license) licensed applicant or licensed as a Occupational Therapist in the State of California, American Heart Association (AHA) Basic Life Support (BLS) certified.
* Pediatric Specialty Clinics: CCS paneling application submitted within 6 months of employment or within 6 months of meeting minimum requirements to apply.
* Outpatient Therapy treating CCS clients: CCS paneling application submitted within 6 months of employment or within 6 months of meeting minimum requirements to apply.
* Preferred: Valid CA Driver's License.
Outpatient or Hand Therapy: Certification in Physical Agent Modalities (PAMS) and Certification in Hand Therapy by California Board of Occupational Therapy (CBOT).
Technical Requirements:
* Minimum: Knowledge of occupational therapy techniques and modalities.
Knowledge of body mechanics, including procedure for handling and moving patients.
Basic computer skills for chart review and documentation in electronic medical Minimum: record.
Years of Related Work Experience:
* Minimum: 6 months of experience as a licensed Occupational Therapist.
Pediatric and / or Neonatal Intensive Care Units (PICU, NICU): Pediatric, PICU, NICU experience and completed competency with clinical leadership.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and educa...
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2026-09-06 09:48:16
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The Certified Phlebotomy Technician (CPT) Group Lead will act as the point of contact for PSC employees and CPT Lead (site lead).
They will assist in training and competency assessment.
They will cover shifts in the PSC as needed to support staffing.
They will assist the PSC Supervisor in managing employee schedules, patient and client concerns, quality metrics, scheduling and time cards, training initiatives, and safety measures.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, CA, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
*Pay for non-physician positions is determined based on related years of experience and internal equity.
Eligible employees may also receive additional forms of compensation, including shift differentials, on-call pay, incentive pay, and bonus opportunities, where applicable.
Manager and above positions may participate in Cottage Health's annual management incentive program.
Physician compensation is determined based upon specialty and may include bonus potential.
For more information on our comprehensive Total Rewards offerings, please visit https://cottagehealth.org/careers/total-rewards .
If you're already a Cottage Health employee, please apply on this link only.
Support Services Admin, Full-Time, 8-Hour, Day Shift, Pacific Diagnostic Laboratories
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Type: Permanent Location: Santa Maria, US-CA
Salary / Rate: Not Specified
Posted: 2026-09-06 09:48:12
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The Certified Phlebotomy Technician (CPT) Group Lead will act as the point of contact for PSC employees and CPT Lead (site lead).
They will assist in training and competency assessment.
They will cover shifts in the PSC as needed to support staffing.
They will assist the PSC Supervisor in managing employee schedules, patient and client concerns, quality metrics, scheduling and time cards, training initiatives, and safety measures.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, CA, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
*Pay for non-physician positions is determined based on related years of experience and internal equity.
Eligible employees may also receive additional forms of compensation, including shift differentials, on-call pay, incentive pay, and bonus opportunities, where applicable.
Manager and above positions may participate in Cottage Health's annual management incentive program.
Physician compensation is determined based upon specialty and may include bonus potential.
For more information on our comprehensive Total Rewards offerings, please visit https://cottagehealth.org/careers/total-rewards .
If you're already a Cottage Health employee, please apply on this link only.
Support Services Admin, Full-Time, 8-Hour, Day Shift, Pacific Diagnostic Laboratories
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2026-09-06 09:48:08
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Driver Merchandiser - OFS (CDL A)
Company: ABARTA Coca-Cola Beverages
Job Location: 4900 Erie, PA
Other Potential Locations: Erie, PA
We are actively seeking enthusiastic team players who want to work with the world's most trusted and iconic brands.
About ABARTA
ABARTA Coca-Cola Beverages is a family-owned company committed to being a visible, engaged partner to the customers and communities we serve.
We value diversity and individuality and when you thrive, we thrive.
ABARTA offers the perks of a large corporation with the personalized touch of a smaller company.
We are a workplace that encourages sharing ideas in a supportive environment, growing professionally, maintaining a healthy work/life balance, and interacting with all levels of the organization.
We would love for you to become a part of our family to help make our vision of Quenching the Thirst of Our Neighbors a reality!
Work Schedule: Monday through Friday, starting at 5:00 AM.
Summary
Watch a video of the job: https://www.youtube.com/watch?v=WphwRa6D0kA&t=9s
The Driver Merchandiser is responsible for delivering happiness to our customers across a specific route,On Time and In Full.
You will also ensure that the merchandise is stocked on shelves and in coolers and that the appropriate rotation of products is managed well.
You will be an Ambassador for the world's most recognized brand to customers and consumers alike.
Responsibilities
* Deliver products to customers on an assigned route.
* Merchandise, display, and rotate products according to company standards.
* Invoice and Collect amounts due, settle accounts daily.
* Ensure product delivered is undamaged and in proper condition (undamaged, packaging intact)
* Ensure proper procedure is followed and product is coded appropriately (disposition, destroy, repack, good return) when picking up product.
* Proper driver and work methods must be followed to lessen any potential to damaging product on truck
* Ensure compliance with regulatory and company policies and procedures.
* Follow established company Safety, Health, Environment, and Quality procedures and policies.
* Actively participate in Hazard Mitigation.
* Complete assigned Health & Safety trainings.
Qualifications
* High School diploma or GED preferred.
* 1-3 years of general work experience required.
* Valid Class A Driver's License required and a clean MVR.
* 1+ years of commercial driving experience required.
* Local delivery experience preferred.
* Experience delivering packaged goods within a local market area, including driving on local streets and navigating busy parking lots.
* Familiarity with DOT regulations.
* Demonstrated understanding of how to check a load for accuracy and stability.
* Prior grocery store and/or consumer products experience a plus.
* Ability to operate a two- or four-wheel dolly.
* Ability to work with minimal supervision.
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Type: Permanent Location: Erie, US-PA
Salary / Rate: Not Specified
Posted: 2026-09-06 09:48:06
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Together We Innovate.
Together We Change.
Interested in creating connected marketing experiences that engage consumers across multiple channels? If you enjoy bringing together strategy, planning, analytics, and execution to deliver seamless customer experiences, this opportunity may be a great fit.
We're seeking an Omnichannel Marketing Manager to lead the development and execution of integrated marketing activation plans that connect brand strategy with consumer engagement across owned, earned, and paid channels.
In this role, you'll partner with cross-functional teams, agency partners, and channel owners to deliver coordinated marketing programs that enhance the consumer experience and support business objectives.
This is a remote position with expected travel of approximately 10% to 25% for team collaboration, meetings, and key business initiatives.
For candidates interested in relocating, relocation assistance to the Richmond, VA area is available.
What You'll Be Doing
* Develop and execute integrated omnichannel marketing strategies that align brand objectives, business priorities, and consumer insights.
* Translate marketing goals into connected communication plans that deliver consistent experiences across channels and consumer touchpoints.
* Partner with brand teams and channel leaders to identify opportunities to improve engagement, optimize marketing performance, and enhance customer journey.
* Serve as a central point of coordination across stakeholders, agency partners, and internal teams to ensure alignment of objectives, timelines, and deliverables.
* Facilitate planning sessions, working teams, and governance forums to support cross-functional collaboration and decision-making.
* Establish clear roles, responsibilities, communication plans, and execution processes across integrated marketing initiatives.
* Lead the development and management of activation calendars, project plans, and execution roadmaps for complex marketing programs.
* Coordinate cross-channel campaign execution to help ensure initiatives launch accurately, on schedule, and within budget.
* Identify risks, dependencies, resource needs, and potential barriers to execution while proactively developing solutions.
* Partner with agency teams and external partners to deliver integrated campaigns that align with business objectives and omnichannel strategies.
* Coordinate collaboration across creative, media, digital, CRM, consumer engagement, and experiential marketing partners.
* Monitor campaign and program performance by tracking key metrics, business outcomes, and consumer engagement trends.
* Develop reporting and executive-level updates that provide visibility into program performance, opportunities, and recommendations.
* Partner with analytics teams to identify actionable insights and support data-driven decision-making and continuous improvement.
We Want You To Have
* Bachelor's deg...
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Type: Permanent Location: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2026-09-06 09:47:53
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Together We Innovate.
Together We Change.
What if the next frontier of growth isn't just what we make, but how precisely we shape how it's experienced, and how flavor and sensory can become a scalable engine of innovation and connection? This role elevates them into a strategic lever, uniting science, insights, and product development to drive compelling experiences and stronger market impact.
We are actively recruiting the Head of Flavor & Sensory to join our Growth Organization in Richmond, VA or we are open to remote work arrangements.
Must be willing to travel as needed, approximately 30-40%.
The Head of Flavor & Sensory will own and lead a critical capability at the heart of product differentiation, translating flavor and sensory science into consumer preference and commercial advantage.
By integrating technical expertise, insights, and innovation, this role will transform flavor and sensory into a strategic system that consistently delivers superior, consumer-winning experiences.
What you'll be doing:
Define Strategy and Superiority
• Define consumer-winning sensory ambition and translate insights into clear category targets and product priorities
• Establish "where to play/how to win" strategies and define superiority scorecards and evidence standards
Build Capability & Innovation
• Evolve flavor and sensory capabilities, standards, and differentiated product-experience systems
• Build benchmarking, modeling, long-term capability, talent, and innovation roadmap
Integrate the Capability System
• Integrate cross-functional expertise (sensory, R&D, analytics, regulatory, etc.) into a unified product-experience system
Enable Delivery, Govern Validation and Evidence
• Deploy capabilities into priority programs with clear ownership, portfolio management, and operating standards
• Define validation frameworks and integrate consumer, sensory, and technical evidence into decisions and learning loops
Lead the External Ecosystem and Knowledge System
• Build and manage strategic external partnerships to accelerate innovation
• Standardize knowledge capture and reuse across tools, insights, and future development
Measure Performance and Impact
• Define KPIs and use insights to improve delivery, resourcing, and ways of working
• Build team capability and succession pipeline to sustain long-term advantage
We want you to have:
* Bachelor's or master's degree in food science, Chemistry, Consumer Science, or a related technical field
* 15+ years related experience in flavor, sensory, product development , consumer science or related technical fields
* Experience leveraging external partners to accelerate capability and innovation design and technology development)
* Demonstrated experience defining flavor, sensory, or product-experience strategy across categories or platforms.
* Strong technical credibility across flavor, sensory, product development, and related analytical or product-science disciplines.
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Type: Permanent Location: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2026-09-06 09:47:46
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Turn Your Summer Into Something Bigger
Looking for more than a typical summer internship?AtAltria, you'll spend 10 weeks building real-world skills, tackling meaningful business challenges, and working alongside leaders who are invested in your growth.
This isn't about shadowing from the sidelines or checking boxes-it's about gaining hands-on experience, making an impact, and discovering what you're capable of.From day one, you'll take ownership of projects, build professional relationships, and contribute ideas that matter.
Along the way, you'll develop skills that will help you long after graduation.See a day in the life:https://www.youtube.com/watch?v=g1VJqp_WfDw
What You'll Do
As aSales Intern, you'll partner with experienced sales leaders to help businesses grow, solve challenges, and uncover new opportunities in the marketplace.Throughout the summer, you will:
* Build relationships with retailers and learn how strong partnerships drive business success
* Analyze trends, data, and customer insights to identify opportunities for growth
* Collaborate on marketing and business initiatives that create real impact
* Develop creative solutions to business challenges and present recommendations
* Lead a summer-long business project and present your ideas to senior leaders
* Connect with fellow interns and employees through networking, community service, and social events
This isn't traditional sales!You'll gain experience in business strategy, relationship management, data analysis, problem-solving, and leadership-all while making a meaningful contribution to the business.
Where You'll Work
With opportunities available inmore than 40 markets nationwide, you'll have the chance to gain real-world experience in communities across the country.Our interns are placed in communities across the United States and work closely with local retailers, customers, and sales teams.Internship locations are assigned based on business needs and geographic preferences.For Summer 2026, internship opportunities are anticipated in the following locations:Auburn, AL; Birmingham, AL; Phoenix, AZ; Tucson, AZ; Fayetteville, AR; Los Angeles/Inland Empire, CA; Orange County/San Diego, CA; Denver, CO; Washington, DC; Orlando, FL; West Palm Beach, FL; Athens, GA; Atlanta, GA; Chicago, IL; Indianapolis, IN; Des Moines, IA; New Orleans, LA; Baltimore, MD; Detroit/Lansing, MI; Grand Rapids, MI; Minneapolis, MN; Columbia, MO; Kansas City, MO; St.
Louis, MO; Charlotte, NC; Greensboro, NC; Raleigh, NC; Columbus, OH; Cincinnati, OH; Cleveland, OH; Oklahoma City, OK; Portland, OR; Philadelphia, PA; Pittsburgh, PA; Scranton, PA; Charleston, SC; Knoxville/Chattanooga, TN; Austin, TX; Dallas/Fort Worth, TX; Houston, TX; Lubbock, TX; Salt Lake City, UT; Richmond, VA; Seattle, WA; Morgantown, WV; Madison, WI.
What You'll Gain
We believe internships should be more than just a summer job.As anAltria intern, you'll receive:
* Competitive pay
* Housing...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2026-09-06 09:47:05
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Together We Innovate.
Together We Change.
Interested in helping create meaningful customer experiences that strengthen brand connections and support long-term loyalty? If you enjoy transforming consumer insights into engaging experiences and working collaboratively across teams to deliver business results, this opportunity may be a great fit.
We're seeking anAssistant Marketing Manager, Promotional Programs in Richmond, VA to support the planning, execution, and optimization of promotions, sweepstakes and innovative engagement experiences across our portfolio of owned brand programs.
This role is based in Richmond, VA, and follows a hybrid work model.
Relocation assistance is available for qualified candidates.
This role offers the opportunity to contribute to how consumers engage with our brands through rewards experiences and integrated marketing activations.
Working closely with Marketing, Consumer Experience, Technology, Analytics, Legal, Compliance, and external partners, you'll help bring loyalty initiatives to life while supporting the continuous evolution of our customer engagement programs.
What You'll Be Doing: • Support promotional strategy and roadmap development: Collaborate with cross-functional teams to help develop and execute promotional roadmaps that align with brand objectives, consumer needs, and enterprise priorities - with a keen eye toward surgically precise integration with rewards platforms to deliver a unified, breakthrough consumer experience.
• Contribute to digital experience development: Support promotion and sweepstakes experiences by helping translate marketing strategies into business requirements, customer journeys, technical inputs, and go-to-market plans.
• Coordinate omnichannel engagement initiatives: Partner with brand, channel, creative, analytics, technology, and vendor teams to deliver integrated loyalty campaigns across web, email, SMS, social media, direct mail, and other consumer touchpoints.
• Develop marketing plans and project requirements: Assist in creating creative briefs, content strategies, channel plans, testing approaches, incentive recommendations, and measurement requirements to support program success.
• Support customer experience delivery and rewards integration: Ensure consistent and engaging experiences across promotional and sweepstakes websites, landing pages, communications, fulfillment flows, and integrations with rewards activations.
• Monitor and evaluate program performance: Review engagement metrics, redemption trends, campaign performance, and consumer behaviors to identify opportunities for improvement and ongoing optimization.
• Help improve processes and scalability: Support efforts to identify efficiencies across systems, channels, vendors, and workflows that enhance customer experience quality and operational effectiveness.
• Foster stakeholder alignment: Maintain clear communication regarding project progress, launch readiness, milestones, dependencies...
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Type: Permanent Location: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2026-09-06 09:47:01
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Role Overview
This individual will serve as a senior Investment Specialist within J.P.
Morgan's Outsourced Chief Investment Office, a specialist group providing highly customized investment advice and solutions for endowments, foundations, and public non-profits.
Based in Los Angeles, this individual will be responsible for driving client acquisition and assets under management in the West region while partnering with local advisors to build relationships, and drive pipeline, investment opportunities, and asset growth.
The role requires a senior investment professional who can deliver the full OCIO platform, including customized asset allocation, investment policy guidance, portfolio construction, open architecture manager access, alternatives capabilities, liquidity management, and ongoing portfolio oversight.
The candidate will provide consultative, objective advice to nonprofit clients and communicate market strategy, portfolio positioning, and performance results regularly to staff, Boards, and Investment Committees.
Key Responsibilities
* Support new business development and regional expansion by engaging with advisors to articulate OCIO's value proposition and educate them on the opportunity set.
* Drive new business through client events, campaigns, roadshows, RFPs, pitches, proposals, and coordinated sales management efforts.
* Participate in new business opportunities with Integrated Team Members and senior management to build pipeline, deepen relationships, and grow assets under management.
* Play a leading role in the ongoing relationship management and investment dialogue with clients, including understanding each client's investment plan, goals, objectives, liquidity needs, governance framework, and return requirements.
* Conduct investment reviews with clients to validate current investment objectives, review market strategy, portfolio positioning, performance, and prepare recommendations.
* Develop and implement customized investment plans, holistic asset allocation policies, and overall portfolio construction recommendations.
* Provide best practices on investment policy, investment governance, portfolio construction, manager selection, and implementation.
* Execute investment solutions in accordance with clients' goals and objectives, including multi asset solutions, separately managed accounts, hedge funds, private equity, private credit, real estate, infrastructure, and other relevant strategies.
* Understand and effectively deliver J.P.
Morgan's investment platform, solutions, investment philosophy, cross-asset class capabilities, and alternatives access.
* Interact effectively with internal investment product specialists, banking teams, risk and compliance, marketing, and other cross-functional partners.
* Provide mentorship, coaching and guidance to junior team members and contribute to a high level of professionalism, diligence, and client service across the OCIO ...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:51
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Role Overview
Th is individual will serve as a senior Investment Specialist within J.P.
Morgan's Outsourced Chief Investment Office, a specialist group providing highly customized investment advice and solutions for endowments, foundations, and public non-profits.
Based in Dallas, this individual will be responsible for driving client acquisition and assets under management in the South region while partnering with local advisors to build relationships, and drive pipeline, investment opportunities, and asset growth.
The role requires a senior investment professional who can deliver the full OCIO platform, including customized asset allocation, investment policy guidance, portfolio construction, open architecture manager access, alternatives capabilities, liquidity management, and ongoing portfolio oversight.
The candidate will provide consultative, objective advice to nonprofit clients and communicate market strategy, portfolio positioning, and performance results regularly to staff, Boards, and Investment Committees.
Key Responsibilities
* Support new business development and regional expansion by engaging with advisors to articulate OCIO's value proposition and educate them on the opportunity set.
* Drive new business through client events, campaigns, roadshows, RFPs, pitches, proposals, and coordinated sales management efforts.
* Participate in new business opportunities with Integrated Team Members and senior management to build pipeline, deepen relationships, and grow assets under management.
* Play a leading role in the ongoing relationship management and investment dialogue with clients, including understanding each client's investment plan, goals, objectives, liquidity needs, governance framework, and return requirements.
* Conduct investment reviews with clients to validate current investment objectives, review market strategy, portfolio positioning, performance, and prepare recommendations.
* Develop and implement customized investment plans, holistic asset allocation policies, and overall portfolio construction recommendations.
* Provide best practices on investment policy, investment governance, portfolio construction, manager selection, and implementation.
* Execute investment solutions in accordance with clients' goals and objectives, including multi asset solutions, separately managed accounts, hedge funds, private equity, private credit, real estate, infrastructure, and other relevant strategies.
* Understand and effectively deliver J.P.
Morgan's investment platform, solutions, investment philosophy, cross-asset class capabilities, and alternatives access.
* Interact effectively with internal investment product specialists, banking teams, risk and compliance, marketing, and other cross-functional partners.
* Provide mentorship, coaching and guidance to junior team members and contribute to a high level of professionalism, diligence, and client service across the OCIO pla...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:47
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Westminster, US-CO
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:47
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At JPMorgan Chase, we are passionate about helping our customers, supporting our employees, and building lasting relationships.
Using the latest banking solutions and cutting-edge technology, you'll represent our brand and deliver extraordinary customer service.
If you are committed to improving lives through financial solutions, education, and advice, join us and make a difference.
Job Summary
As a Senior Associate Project Manager in JPMorgan Private Client, you will report to the Client Experience Support Lead and manage multiple projects and initiatives that support the divisional agenda.
You will collaborate with key partners across the Affluent segment and other lines of businesses using your strong communication and project management skills to deliver results and enhance the client experience.
Job responsibilities
* Manage and deliver multiple projects and initiatives supporting the JPMorgan Private Client business.
* Collaborate with partners across the Affluent segment and other lines of businesses to drive project success.
* Champion the client experience model, ensuring divisional execution meets and exceeds client expectations.
* Direct project activities, monitor details, and set priorities to ensure timely delivery.
Conduct root cause analyses and recommend actionable solutions.
* Identify and document best practices to drive continuous improvement.
* Develop and implement value-adding business solutions independently.
* Prepare standard and ad hoc management reports and presentations for leadership.
Participate in operational and project meetings, providing feedback on project status and serving as the escalation point to keep projects on track.
* Execute commitments with urgency and a solution-focused mindset.
* Identify risks and escalate project issues promptly, helping to resolve them effectively.
Required qualifications, capabilities, and skills
* 3+ years of experience managing projects in a client-focused environment.
* Proven ability to collaborate with Consumer Banking, Wealth Management, and Business Banking teams.
* Strong interpersonal skills with the ability to interact with all levels of executive management.
Demonstrated problem-solving and creative thinking abilities.
* Excellent communication skills, attention to detail, and follow-through.
* Advanced proficiency in Microsoft PowerPoint, with the ability to create compelling presentations for executive audiences; strong skills in Word and Excel.
Preferred qualifications, capabilities, and skills
* Experience in financial services or banking environments.
* Project management certification (e.g., PMP) is a plus.
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 ou...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:46
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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 the firm's 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 the firm's 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 RISK...
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Type: Permanent Location: Bristol, US-WI
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:42
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Join a team where your analytical and organizational skills directly contribute to protecting millions of customers.
In this role, you'll work at the intersection of product, engineering, and data - helping build the infrastructure that powers real-time fraud detection and risk decisioning.
You'll grow your product craft in a fast-paced environment that values execution, collaboration, and impact.
As a Product Associate Senior Associate in Trust & Security, you will support the product team responsible for data modernization across Chase's Trust & Security data ecosystem.
You will help maintain product artifacts, gather and document requirements, track delivery progress, support stakeholder routines, and contribute to the execution of a next-generation data platform on AWS - working across Product, Engineering, Architecture, Operations, Risk, and Controls to support scalable capabilities that strengthen fraud detection, decisioning, and customer protection.
Job responsibilities
* Support product managers in executing the Trust & Security data modernization roadmap by documenting priorities, delivery milestones, adoption measures, and key dependencies.
* Assist assigned product workstreams through discovery, requirements gathering, backlog refinement, delivery tracking, launch readiness, and post-launch measurement.
* Coordinate with Product, Engineering, Architecture, Operations, Risk, and Controls partners to track dependencies, risks, readiness criteria, and migration-related follow-ups.
* Analyze operational, stakeholder, and platform inputs to identify product improvement opportunities, adoption trends, delivery gaps, and areas requiring escalation.
* Maintain product artifacts including roadmaps, requirements, status updates, success metrics, meeting notes, action trackers, and decision logs.
* Document technical, operational, regulatory, and control requirements in partnership with product managers and cross-functional stakeholders to support delivery planning and adoption readiness.
* Support readiness planning with platform owners and operations teams by tracking parity needs, non-functional requirements, operational controls, and runbook inputs.
* Coordinate delivery activities for next-generation platform capabilities that improve access to trusted, governed, real-time signals for fraud detection and decisioning use cases.
* Support documentation of shared data contracts, data quality expectations, freshness targets, lineage needs, and governance standards in partnership with Engineering, Architecture, and data owners.
* Track product health, adoption progress, delivery milestones, consumer onboarding, migration readiness, and open dependencies, preparing updates and escalation materials for product leadership.
Required qualifications, capabilities, and skills
* 3+ years of experience in product management, technology delivery, data analysis, business analysis, operations, ris...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:38
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and ...
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Type: Permanent Location: Joliet, US-IL
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:34
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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
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 con...
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Type: Permanent Location: Round Rock, US-TX
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:32
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Wealth Management - Private Bank - PLP Borrower Specialist
JPMorgan Chase & Co.
is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries.
It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P.
Morgan Asset & Wealth Management, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P.
Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals.
Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
As apart of the Professional Loan Program (PLP) team, we offer tailored loan programs to employees of our private equity clients, to enable them to personally co-invest in the funds being managed by their firms.
We also use the PLP to offer loans or lines of credit to new partners at professional service firms to finance their partnership equity purchases.
Job Responsibilities:
* As the new client's main point on contact, you will be responsible for introducing the Professional Loan Program by sending a customized Program Welcome Letter, sending application, collecting and reviewing information for underwriting, and collaborating with internal teams to complete onboarding, including Know Your Client ("KYC") due diligence.
* Partner directly with clients, internal Middle Office teams and required third parties (Family office representatives, notaries, couriers, and borrowers counsel) to manage deal progression and closing ensuring an overall excellent client experience.
* Act as primary owner of the existing loan portfolio while performing various aspects of sales and credit management:
+ Proactively manage upcoming covenant and annual review deadlines to collect information from clients in a timely manner to prevent past dues.
+ Work closely with our counterparts on capital calls & distributions and serve as a primary point of contact for client's program related questions and potential modification requests (e.g., loan increases).
+ Own escalations and collaborate directly with the Client Service Groups to resolve credit related service inquiries.
+ Maintain client interaction reports across the Professional Loan Program (PLP) portfolio.
* Assist Private Banker...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:25
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Join a team where your expertise in machine learning and AI directly protects millions of customers and shapes the next generation of fraud prevention technology.
As a Fraud AI/ML Platform Product Manager in the Fraud Strategy organization, you will define and drive the multi-year vision for advanced fraud prevention platforms - spanning machine learning, graph intelligence, and MLOps.
You will partner with Data Science, Engineering, Fraud Operations, and Model Risk Management to deliver measurable reductions in fraud loss while preserving an exceptional customer experience.
Your work will directly influence how we detect fraud rings, coordinated attacks, and sophisticated multi-step schemes at scale.
Job responsibilities
* Define and communicate the multi-year platform strategy and roadmap for fraud models, feature infrastructure, graph intelligence, and MLOps capabilities across all payment and banking products
* Manage an experimentation roadmap with clear success criteria and measurable lift metrics, converting proven proof-of-concepts into production capabilities that reduce fraud loss
* Define the dynamic feature ecosystem, including streaming features, feature discovery processes, online/offline parity, and feature store architecture that balances performance, freshness, and reliability
* Oversee the productization of graph intelligence capabilities, including entity schema design, graph feature and embedding strategy, operational contracts for freshness and latency, and explainability requirements for fraud ring detection
* Partner with Product, Engineering, Data Science, Fraud Operations, and Model Risk Management teams to address emerging fraud threats and ensure timely capability delivery
* Stay ahead of industry trends in adversarial ML, graph neural networks, sequence modeling, reinforcement learning, and MLOps practices
* Communicate complex technical concepts and platform capabilities clearly to executive leadership and cross-functional stakeholders
Required qualifications, capabilities, and skills
* 5 years of experience in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Experience with Transformer-based ML systems, graph intelligence, continuous learning platforms, or MLOps
* Bachelor's degree required
Applicants must be authorized to work for any employer in the US.
We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time.
Final job grade level and corporate title will be determined at time of offer and may differ from this posting.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals thr...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:24
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Are you passionate about fintech and ready to shape the future of payments by driving transformational partnerships and investments at J.P.
Morgan Payments? If so, you're in the right spot.
As an Associate within Corporate Development in Payments, you will play a key role in evaluating and executing strategic transactions and initiatives across JPMorgan's Payments franchise.
The team sits at the center of one of the largest global payments platforms, driving acquisitions, investments, and partnerships across key growth areas including merchant acquiring, embedded finance, and digital assets.
Working closely with senior business leaders, the role combines transaction execution with broader strategic exposure, offering a unique opportunity to contribute to both deal delivery and long-term platform growth.
Job responsibilities
* Lead / contribute to strategic assessments of priority subsectors, informing investment theses, build/buy/partner decisions, and long-term platform strategy.
* Monitor industry trends, emerging business models, and valuation benchmarks
* Deliver analytical insights to support strategic priorities and business decision-making
* Support end-to-end execution of M&A and investment transactions, including evaluation, structuring, diligence, negotiation support, and closing
* Perform detailed financial analysis, valuation, and modeling (including scenario and sensitivity analysis)
* Coordinate and participate in comprehensive due diligence processes across internal and external stakeholders
* Prepare investment memos, presentations, and materials for senior management and internal stakeholders
* Partner with portfolio companies and internal stakeholders to monitor performance, support strategic initiatives, and inform ongoing capital allocation decisions including: quarterly valuation updates and KPI tracking and performance monitoring
Required qualifications, capabilities, and skills
* Bachelor's degree in Finance, Business, Economics, or a related field
* 2+ years of experience in investment banking, private equity, corporate development, or a related field
* Strong foundation in corporate finance, valuation methodologies, and financial modeling
* Experience supporting transaction execution in a fast-paced environment
* Excellent communication and presentation skills, including preparation of senior-level materials
* Ability to manage multiple workstreams and operate with a high degree of ownership with limited supervision
* Strong analytical and research capabilities across sources such as SEC filings, FactSet, and PitchBook
Preferred qualifications, capabilities, and skills
* Prior experience in financial services, fintech, or payments
* Familiarity with M&A and investment transaction processes and documentation
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of cons...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:24
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - partnering with other branch team members to help achieve their financial goals.
* Perform 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
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology sol...
....Read more...
Type: Permanent Location: Billings, US-MT
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:23
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial & Investment Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 10+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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 ...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:20
-
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: Mandeville, US-LA
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:16
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Join our team and lead the management system for one of the firm's largest control testing organizations, providing senior leadership with transparent, accurate, and actionable insights into organizational performance, execution, workforce effectiveness, quality outcomes, risk management, and transformation progress.
As an Executive Director in our Testing Center of Excellence, you will partner closely with senior leaders across Testing, Control Management, Compliance, Audit, Risk, Finance, Workforce Strategy, Product, Technology and Data & Analytics.
You will also drive enterprise performance management, executive reporting, stakeholder communications, Key Performance Indicators (KPI), governance, analytics and business insights across a global organization of more than 1,100 employees.
In addition, you will be a key advisor to senior leadership, helping translate data into decisions, priorities and actions that improve business outcomes.
Job Responsibilities
* Own the TCoE management system, including executive scorecards, business reviews, governance routines, and leadership reporting.
* Define and lead enterprise KPI/KRI strategy, metric governance, scorecard frameworks, and performance measurement standards across the organization.
* Establish a single performance narrative across execution, quality, workforce, financial management, risk, governance, and transformation initiatives.
* Lead quarterly business reviews, executive updates, leadership dashboards, management reporting, and senior stakeholder communications.
* Provide strategic analytics, decision support, scenario analysis, workforce insights, productivity measurements, and business intelligence to senior leaders.
* Own executive communications, leadership messaging, presentations, and stakeholder engagement materials that clearly articulate organizational priorities, performance, risks, opportunities, and strategic decisions.
* Serve as the central point of accountability for performance transparency, ensuring leadership has timely and accurate visibility into organizational effectiveness and outcomes.
* Lead reporting strategy, requirements, prioritization, and governance, partnering closely with technology, data, and reporting teams to deliver scalable reporting and dashboard solutions.
* Drive automation, simplification, and modernization of reporting processes, reducing manual effort while improving quality, consistency, and scalability.
* Partner with Strategy & Transformation leadership to define success measures, track benefits realization, and quantify business impact from transformation initiatives.
* Establish enterprise performance benchmarks and management insights that support continuous improvement, accountability, and informed decision-making.
Required Qualifications, Skills and Capabilities
* 10+ years of experience in business management, Chief Operating Officer functions, strategy, analytics, finan...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-09-06 09:46:12
