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The Private Bank Commercial Real Estate (\"CRE\") Group team will be responsible for driving commercial real estate credit origination in the US lending portfolio, by developing and executing on the strategic vision for the product, acting as the subject matter expert and providing clients strategic advice on Commercial Real Estate Solutions.
The CRE team works with the markets and extends credit solutions to commercial real estate owners and investors across the US.
The team is deeply involved in structuring the transaction, supporting underwriters with analysis, advising the client, negotiating with clients and running the end-to-end process from the initial pitch to closing a deal for CRE reliant transactions.
The CRE Group is a subset of the PB Lending Solutions group, which provides credit solutions across a variety of needs to a range of high net worth individuals, their family offices, and their organizations.
Job Responsibilities:
* The Lending Solutions Commercial Real Estate Specialist will be responsible for driving commercial real estate credit origination in the US lending portfolio, by developing and executing on the strategic vision for the product, acting as the subject matter expert and providing clients strategic advice on Commercial Real Estate Solutions.
* Partner with U.S.
Lending Advisors and coverage Bankers to identify and execute financing opportunities with clients and prospects
* Educate U.S.
Lending Advisors and market integrated team members on product value proposition, basic product features and client selection; share success stories and ideas to replicate winning themes and transactions across markets
* Develop initiatives and campaigns to drive growth
* Develop and maintain expert knowledge of market standards, competition and pricing;
* Forge strong relationship with Credit Risk; and assist in credit policy and guideline changes
* Monitor portfolio risk and recommend policy or practice changes in connection with market conditions, portfolio related issues or regulatory compliance
* Partner with credit underwriting to ensure proper resources to facilitate the credit approval process, business and financial analysis, due diligence and portfolio review maintenance
Required Qualifications, Capabilities and Skills:
* Ten+ years experience in highly-structured custom credit loan products
* Expert knowledge and experience in executing Commercial Real Estate transactions
* Highly proficient knowledge of financial and capital markets
* Credit trained, with advanced business and financial analytical skills
* Knowledge of Commercial Real Estate account maintenance, loan closing, credit administration and compliance procedures
* Ability to communicate and recommend advice-driven credit solutions to highly sophisticated ultra-high net worth clients and prospects
* Sales experience including: prospecting, overcoming objections, negotiation, team s...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:12
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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 Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Long Island City, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:11
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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: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:10
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
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...
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Type: Permanent Location: Scottsdale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:09
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Traverse City, US-MI
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:08
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Worthington, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:08
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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 an...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:07
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Join Us at 55ip & Help the Wealth Management Industry Move Forward
Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management.
We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.
Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation.
Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P.
Morgan, we've experienced breakthrough growth over the last year.
Today, over 110 financial advisor firms with $90 billion in assets (and counting) are using 55ip.
If we look a little different, it's because we are.
We're entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience-and have fun doing it.
Like lots of companies, we've got a deep bench of smart, talented, creative people, but our superpower is something else: hustle.
That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details-and to do it all with humility, empathy, and respect.
As we enter an exciting new chapter as a separately-branded subsidiary of J.P.
Morgan, we're looking for top talent-with hustle-to join us on our path to becoming an industry standard.
Overview
The 55ip Quant team is looking for a quantitative professional to research, implement, test, and maintain the core algorithms of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms.
The ideal candidate has a background in optimization and statistical modules using software design constructs and tools.
The candidate will be motivated, a problem solver, and an effective team player looking to make a significant impact in supporting research projects and who can grow as an independent researcher.
Responsibilities
* The end-to-end research, development, and maintenance of investment algorithms
* Contribute to development and maintenance of optimization models
* Take part in building out the research and development framework
* Thoroughly vet investment algorithmic results
* Contribute to the research data platform design
* Investigate datasets for use in new or existing algorithms
* Participate in agile practices
* Liaise with stakeholders to gather & understand the functional requirements
* Take part in research & code reviews
* Develop code using high quality standards and best practices, conduct thorough end-to-end unit testing, and provide support during testing and post go-live
* Support research innovation through the creative and aggressive experimentation of cutting-edge hardware, advanced analytics, machine learning techniques, and other methods
* Collaborate with techno...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:04
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Are you passionate about driving data strategy at scale? Join our Firmwide Chief Data Office and help maximize the value and impact of data across JPMorgan Chase.
In this high-profile role, you will collaborate with leading teams to power innovation, product development, and AI models through effective data enablement.
Be part of a team accelerating our data, analytics, and AI journey.
As a Vice President - AI Data Strategy in the Firmwide Chief Data Office, you will establish firmwide approaches to adopting our data strategy, focusing on designating data authority from source and making data available for a wide range of uses.
You will interact with teams across the firm, including lines of business and corporate functions, and play an instrumental role in planning, collaborating, and building complex data strategy products.
You will communicate effectively with leadership and stakeholders, guide team members, help draft product requirements, and take ownership of data strategy concepts that impact end user products.
Job responsibilities:
* Lead and own day-to-day execution of data strategy programs across the firm
* Develop written materials and PowerPoint presentations to articulate data strategy and initiatives
* Draft product requirements and engineering requirements
* Build strong relationships and inspire followership within a consensus-driven team environment
* Gather and analyze information, formulate and test hypotheses, and develop recommendations for executive leaders and Chief Data Officers
* Implement decisions and recommendations across the firm with team members
* Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans
* Utilize advanced analytical reasoning to assess program performance and implement data-driven optimizations
* Facilitate effective communication across teams, ensuring alignment on priorities and objectives
* Provide regular status updates to key stakeholders and leadership
Required qualifications, capabilities, and skills:
* 5+ years of strategy or consulting experience in global/firmwide environments
* Ability to develop professional written materials and executive level presentations
* Ability to work collaboratively in a team of data experts and create an inclusive environment at all levels
* Advanced expertise in stakeholder management, with the ability to establish productive relationships and influence decision-making
* Ability to break down and solve problems through quantitative thinking and analysis
* Intellectual curiosity, strategic thinking, and strong project management skills
* Passion for data strategy
Preferred qualifications, capabilities, and skills:
* Experience upskilling colleagues in a rapid manner
* Proven ability to communicate effectively with leadership and key stakeholders about wins, use cases, risks, issues, and statuses
* Stron...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:03
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Corporate Sector's Finance Technology team , you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Join us as a Lead Software Engineer and play a pivotal role in building the next-generation platform designed specifically for our Financial Planning and Analysis teams.
You'll empower finance professionals across the bank-from strategic planners to forecasting experts and business analysts-to model, consult, forecast, and plan with unprecedented agility and insight.
This is your opportunity to transform how our FP&A teams operate, enabling smarter decision-making, deeper analysis, and more effective financial strategies at one of the world's most innovative financial institutions.
Job responsibilities
* Architect and Build: Design and develop robust, scalable, and high-performance platforms for finance users, enabling advanced analysis, modeling, forecasting, and planning capabilities.
* Lead and Inspire: Guide a talented team of engineers, fostering a culture of innovation, collaboration, and technical excellence.
* Drive Transformation: Work closely with product managers, finance experts, and stakeholders to deliver solutions that redefine how financial data is leveraged across the organization.
* Innovate: Leverage the latest technologies in cloud, data engineering, and AI/ML to create tools that set new standards in the industry.
* Mentor: Share your expertise and help grow the next generation of engineering talent within JPMorgan Chase.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Experience as a software engineer, with a track record of leading complex projects and engineering teams to successful delivery.
* Experience in building large-scale platforms, with deep knowledge of data quality, observability, and entitlement management to ensure robust, secure, and reliable solutions.
* Expertise in modern programming languages such as Java, Python, or Scala.
* Experience with the AWS platform, including its core services, architecture best practices, and security features.
* Experience with big data technologies, including Apache Spark, for large-scale data processing and analytics.
* Expertise in building data-driven applications, ideally within finance, banking, or related domains, with an understanding of financial planning and analysis workflows.
* Experience collaborating wi...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:02
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Join our growing Benefits team as a U.S.
Health and Insurance Delivery Vice President!
As the U.S.
Health and Insurance Benefits Delivery Vice President within our growing Benefits team, you will oversee the end-to-end delivery of our health and insurance eligibility and enrollment processes, acting as the primary liaison with vendors, system owners, and cross-functional partners.
You will promote continuous improvements in quality controls, employee communications, and reporting, while executing system enhancements for both ongoing and annual enrollment cycles.
In this hands-on role, you'll supervise a small, high-performing team and elevate complex issues to the Executive Director as needed.
Job Responsibilities:
• Manage daily vendor relationships, SLA tracking, and issue resolution.
• Configure and test system changes for open and annual enrollment, lead User Acceptance Testing.
• Coordinate cross-functional tasks with U.S.
Benefits, Technology, Employee Experience, and HR teams to
maintain a seamless enrollment journey.
• Maintain and strengthen the controls framework, own procedure documentation and remediation.
• Review and approve participant-facing communications for clarity and compliance.
• Develop and run ad hoc queries and standard reports to inform decision-making and support strategic initiatives.
• Monitor federal, state, and local regulatory updates; ensure timely policy and process adjustments.
• Lead special projects and process-improvement initiatives under the guidance of the Executive Director.
• Coach and develop a team of ~3 analysts, foster collaboration and operational excellence.
Required Qualifications, capabilities, and Skills:
• Bachelor's degree
• 7+ years of hands-on experience in corporate benefits delivery or consulting, with a focus on health and
insurance enrollment.
• Demonstrated ability to manage projects, multi-task, and meet tight deadlines in a fast-paced environment.
• Strong analytical mindset, quality-assurance orientation, and problem-solving skills.
• Proficient in MS Office suite (Excel, PowerPoint, Project) and benefits-related technology platforms.
• Excellent verbal and written communication, with a customer-centric approach.
• Deep understanding of benefit plan rules, eligibility workflows, and vendor management best practices.
Preferred Qualifications, capabilities, and skills:
• Experience in a large enterprise (25,000+ employees).
• Prior experience managing benefits delivery through third-party administrators or vendors.
• Familiarity with healthcare regulations (COBRA, ACA, ERISA) and enrollment systems.
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...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:01
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Join a world-class team at JPMorgan Private Bank, where your expertise shapes the future of wealth management.
As a leader in credit risk, you will have the opportunity to influence business growth and risk discipline across a diverse, global portfolio.
Your strategic vision and innovative mindset will help us deliver exceptional solutions to our clients.
Collaborate with top professionals and make a meaningful impact on the financial industry.
This is your chance to advance your career in a dynamic, high-performing environment.
As a Vice President in the Wealth Management Credit Risk team, you drive credit risk strategy and oversight for our Financial Institutions specialty portfolio.
You partner with business leaders to ensure prudent risk management and support business growth.
You help us deliver customized solutions to clients while maintaining the highest standards of risk discipline.
Together, we innovate and enhance our risk management practices.
You will be empowered to make decisions and lead initiatives that shape our business.
Job Responsibilities
* Lead credit risk management for a diverse portfolio of management companies, individuals, hedge funds, and financial sponsors
* Approve and structure complex custom credit facilities within authorized limits
* Guide and mentor junior team members in credit risk decision-making
* Oversee assignment of risk ratings, loss given default, and other risk metrics
* Ensure alignment with global credit risk appetite across various products
* Identify and monitor concentrations, trends, and emerging risks
* Direct the preparation and presentation of portfolio reviews
* Escalate and manage risk exceptions in a timely manner
* Collaborate with business partners, underwriters, and Credit Middle Office
* Drive process improvement by leveraging technology and data analytics
* Represent Credit Risk in executive forums, product initiatives, and regulatory reviews
Required Qualifications, Capabilities, and Skills
* Bachelor's degree
* Minimum 5 years of experience in financial services or credit risk management
* Proven leadership in credit risk for wealth management, including management companies, hedge funds, venture capital, and private equity
* Demonstrated ability to lead teams and manage complex projects
* Strong analytical and organizational skills
* Excellent executive communication skills
* Expertise in risk analytics and portfolio management
* Knowledge of regulatory requirements in credit risk
* Proficiency in Microsoft PowerPoint and Excel
* Experience with large language models (LLM)
* Familiarity with risk management systems
Preferred Qualifications, Capabilities, and Skills
* Advanced degree in finance, business, or related field
* Experience with fund finance and complex credit structures
* Track record of innovation in risk management practices
* Strong s...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:00
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You thrive on diversity and creativity, and we welcome individuals who share our vision of making a lasting impact.
Your unique combination of design thinking, technical expertise, and experience will help us achieve new heights.
As an Engineer II (Data/Software) at JPMorgan Chase within the Global Finance Technology team of Corporate Technology, you are part of an agile team that works to enhance, design, and deliver both data collection, storage, access, and analytics and software solutions in a secure, stable, and scalable way.
As an emerging member of the engineering team, you execute solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role.
You'll organize, update, and maintain data and software components, making them actionable and secure.
You'll write high-quality code, design and update data models, and apply your knowledge of the software and data lifecycles to deliver impactful products.
You'll contribute to a team culture of diversity, opportunity, inclusion, and respect.
Job responsibilities
* Organize, update, and maintain gathered data and software components to make them actionable and secure
* Demonstrate basic knowledge of data and software system components to determine controls needed for secure data access and development
* Be responsible for making custom configuration changes in one to two tools to generate a product at the business or customer request
* Execute standard solutions, including design, development, and technical troubleshooting for both data and software products
* Updates logical or physical data models based on new use cases with minimal supervision
* Writes secure and high-quality code using the syntax of at least one programming language such as Python or Java with limited guidance
* Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications
* Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation
* Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity
* Apply knowledge of tools within the Software Development Life Cycle and data management functions to improve automation and value
* Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development.
Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems
Required qualifications, capabilities, and skills
* Formal training or certification in Software Engineering concepts and 2+ years of experience in creating data aggregation pipelines or in software development.
* Hands...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-29 08:01:00
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer - Java/React/AWS at JPMorgan Chase within the Consumer and Community Banking sector, you will be an essential member of an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
Your role will involve promoting significant business impact through your skills and contributions, utilizing your deep technical expertise and problem-solving methodologies to address a wide range of challenges across various technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) including Java, React, Spring framework, Microservices, API, Kafka and AWS
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Modern emerging technologies
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role,...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-29 08:00:59
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Join us as a Vice President Data Owner Lead and play a pivotal role in shaping our data strategy.
This is your opportunity to drive impactful business outcomes, collaborate with talented teams, and advance your career in a dynamic environment.
You'll help define how data powers our business, supporting innovation and growth.
As a Vice President Data Owner Lead in the 1CXP team, you will be responsible for all data created, provisioned, or consumed in one or more business applications.
You will serve as a subject matter expert to help define and classify data critical to your business area, supporting business objectives, advanced analytics, business operations, and reporting functions.
In this role, you will collaborate with key partners across products, processes, and analytics functions to identify, define, and classify the scope of data critical to your business area.
You will document requirements for the content and quality of data and coordinate with technology and business partners to deliver these requirements.
You will work closely with cross-functional teams to ensure data integrity, compliance, and quality throughout the data lifecycle.
This role offers the chance to influence data-driven decision-making and support the firm's commitment to innovation and operational excellence.
Job Responsibilities
* Create plans to develop and deliver data for your business area to support business operations, strategic objectives, and advanced analytics
* Work with key partners across products, processes, and analytics functions to identify, define, and classify the scope of data critical to your business area
* Serve as a subject matter expert with multiple stakeholders to drive a strong understanding of the data and its use in your business area and across lines of business and functions
* Document requirements for the content and quality of data for your business area, and coordinate with technology and business partners to deliver requirements
* Develop processes and procedures in the product management lifecycle
* Identify, monitor, and mitigate data risks across the data lifecycle in your business area, including risks related to data protection, retention and destruction, storage, use, and quality
* Partner with technology and business resources to resolve identified data issues in a timely and consistent manner
* Manage direct or matrixed staff to execute data-related tasks
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with six years of related experience
* Expertise in data technologies such as data warehousing, data management and governance, data integration, big data, business intelligence, and machine learning
* Understanding of business products, processes, and associated data
* Experience with risk and control requirements
* Excellent interpersonal and communication skills
* Strong business acumen and strategic thinking
Preferred Quali...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-29 08:00:58
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As a Service Design Vice President in the Design Strategy and Operations team, you will shape and orchestrate complex service ecosystems across digital, physical, and organizational touchpoints.
This strategic role calls for a design leader who can think systemically, act collaboratively, and prototype boldly.
As a Senior Service Designer, you will play a pivotal role in shaping end-to-end customer experiences by leveraging your deep expertise in service design, systems thinking, and system orchestration.
You will lead the discovery, co-creation, and transformation of services-from mapping current-state experiences to building future-state models.
You will bring deep expertise in systems orchestration, participatory design, and service prototyping, working across disciplines-product, engineering, operations, data, and frontline teams-to ensure that the services we deliver are not only desirable, but viable, feasible, and resilient.
Job responsibilities:
Champion cutting-edge service design to shape customer experiences and influence strategic initiatives in a leading financial institution.
Lead end-to-end service design projects, from initial framing through delivery handoff.
Develop and implement a comprehensive service strategy to focus on direct and indirect experiences and align business objectives and customer experience enhancement across multiple products and platforms, incorporating systemic design principles.
Map existing service experiences, system architectures, and operational pain points across customer and employee journeys.
Facilitate co-creation and participatory design workshops with cross-functional stakeholders, including product managers, researchers, engineers, clinicians/frontline staff, and customers.
Prototype services at multiple levels of fidelity: role-playing, storyboarding, digital prototypes, operational pilots, and touchpoint simulations.
Translate business challenges and user insights into actionable service concepts, experience flows, and implementation roadmaps.
Create and evolve service design artifacts such as journey maps, service blueprints, swimlane diagrams, and ecosystem models.
Collaborate with delivery teams to ensure design intent is preserved through product development, process change, or operational rollout.
Advocate for service thinking and systems literacy across the organization, building shared understanding and capability.
Mentor junior designers and contribute to the growth of the service design practice.
Required qualifications, capabilities, and skills:
5+ years of experience or equivalent expertise in service design, experience design, or a related field, focusing on end-to-end customer experiences and systemic design.
Demonstrated ability to map, analyze, and reimagine complex service ecosystems-spanning frontstage (customer), backstage (employee), and infrastructure (technology/data) layers.
Proficiency in service design tools and artifacts: journey maps, service bluepri...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-29 08:00:57
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Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation.
As a Site Reliability Engineer II at JPMorgan Chase within the Commercial and Investment Bank, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows.
Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
Job responsibilities
* Analyze and troubleshoot production application flows to ensure end-to-end application or infrastructure service delivery supporting the business operations of the firm
* Improve operational stability and availability through participation in problem management
* Must be able to multi-task in a complex production environment and quickly acquire broad knowledge of applications
* Monitor production environments for anomalies and address issues utilizing standard observability tools
* Assist in the escalation and communication of issues and solutions to the business and technology stakeholders
* Identify trends and assist in the management of incidents, problems, and changes in support of full stack technology systems, applications, or infrastructure
Required qualifications, capabilities, and skills
* Formal training or certification on Site Reliability concepts and 2+ years applied experience
* Experience in troubleshooting, resolving, and maintaining information technology services
* Knowledge of applications or infrastructure in a large-scale technology environment on premises or public cloud
* Exposure to observability and monitoring tools and techniques
* Familiarity with processes in scope of the Information Technology Infrastructure Library (ITIL) framework
* Basic understanding of DevOps and SRE methodologies or processes is a must
Preferred qualifications, capabilities, and skills
* Knowledge of one or more general purpose programming languages or automation scripting
* Understanding of the design and implementation of proactive monitoring and health checks
* Strong technical skills (e.g.
Containers, SQL, scripting)
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 com...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-29 08:00:57
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We are on the lookout for a talented Senior Associate to join our Consumer and Community Banking Internal Audit team.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As a Senior Associate on the Consumer and Community Banking Audit Team, you will lead all aspects of the audit lifecycle including, planning, fieldwork, reporting, validation and continuous monitoring.
The role is highly visible and also offers you exposure to senior executives outside of Internal Audit across the bank.
Job responsibilities
* Plan, execute and document audit activities, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure
* Work closely with global Audit colleagues in the early identification of emerging control issues and reporting them timely to Audit management and business stakeholders
* Recognize the confidential nature of Internal Audit communications and access to information; you must be disciplined in protecting the confidentiality and security of information in accordance with firm policy
* Partner with stakeholders, business management, other control groups (i.e.
risk management, compliance, fraud prevention), external auditors, and regulators establishing strong working relationships while maintaining independence
* Finalize audit findings and use judgment to provide an overall opinion on the control environment through developing recommendations to strengthen internal controls
* Take ownership of self-development, including stretch assignments, to prepare for greater responsibilities and career growth, and take initiative to seek out opportunity for continued learning
* Stay up to date with industry trends to identify opportunities for game changing innovations or strategic partnerships
Required Qualifications, Skills and Capabilities
* 5+ years of internal or external auditing experience or relevant experience
* Bachelor's degree (or relevant financial services experience)
* Experience with internal audit methodology and applying concepts in audit delivery and execution
* Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner
* Strong interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners
* Strong analytical skills particularly in regard to assessing the probability and impact of an internal control weakness
* Flexible to changing business priorities and ability to multitask in a constantly changing environment
Preferred Qualifications, Skills and Capabilities
* Advanced Degree in relevant discipline
* Prior experience with Big 4 accounting firm and/or internal audit department in fina...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-29 08:00:56
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Job title
Payroll Tax Accountant
About Sagility
Sagility combines industry-leading technology and transformation-driven BPM services with decades of healthcare domain expertise to help clients draw closer to their members.
The company optimizes the entire member/patient experience through service offerings for clinical, case management, member engagement, provider solutions, payment integrity, claims cost containment, and analytics.
Sagility has more than 25,000 employees across 5 countries.
Job title:
Payroll Tax Accountant
Job Description:
We are currently looking for a meticulous and detail-orientated Payroll Tax Administrator.
The Payroll Tax Administrator is responsible for managing payroll tax compliance and reporting functions within the organization.
They ensure accurate and timely payment of payroll taxes while maintaining compliance with federal, state, and local tax laws and regulations.
Key responsibilities:
* Ensure compliance with federal, state, and local payroll tax laws, regulations, and reporting requirements.
* Calculate, withhold, and remit payroll taxes, including income tax, Social Security, Medicare, and unemployment taxes.
* Monitor changes in tax laws and regulations and implement necessary updates to payroll systems and processes.
* Prepare and file payroll tax returns, forms, and filings accurately and on time, including quarterly and annual tax reports.
* Reconcile payroll tax liabilities and payments to ensure accuracy and completeness.
* Respond to tax notices and inquiries from regulatory agencies and resolve any discrepancies or issues.
* Reconcile tax deposits with payroll records to ensure accuracy and compliance.
* Maintain accurate records of payroll tax transactions, filings, and correspondence for audit and compliance purposes.
* Organize and archive tax documents and records following record retention policies and regulations.
* Update and maintain payroll tax tables, rates, and formulas in payroll software and systems.
* Test and validate payroll tax calculations and deductions to ensure accuracy and compliance with tax laws.
* Participate in internal and external audits of payroll tax processes, controls, and documentation.
* Collaborate with auditors to provide requested information, resolve discrepancies, and implement audit recommendations.
* Person to handle payroll processing tasks in the absence of primary payroll administrators.
* Perform cash reconciliation on a regular and periodic basis, such as monthly, quarterly, or annually, to ensure ongoing accuracy and integrity of cash balances and transactions.
* Managing payments between ADP and Workday in a timely manner.
* Review the differences between the cash balances in the accounting records.
Discrepancies may arise due to timing differences, errors in recording transactions, bank fees, outstanding checks, or deposits in transit.
* Invest...
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Type: Permanent Location: El Paso, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-29 08:00:55
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Summary: The main goal of the production helper is to support the machine operator produce finished products.
The helper will help verify quantity, quality, and labeling of finished goods by performing the following duties.
This job has no supervisory responsibilities.
WORK HOURS - 6:00 AM to 2:30 PM
Essential Duties and Responsibilities include the following.
Other duties may be assigned.
* Catch products as they are produced from the machine.
* Assemble cardboard box to meet production schedule.
* Organize finished product in cardboard boxes.
Including but not limited to: taping, gluing and banding.
* Label finished goods based on product code and quantity.
* Stack boxed finished goods on skids according to standards.
* Aid in 5s of production area.
* Ensure quality standards are maintained by watching for product defects.
* Ability to maintain regular attendance at QAP facility.
* Any other job assigned
* Promote and facilitate safety culture
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
Customer Focus
Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
Integrity and Trust
Is widely trusted; is seen as direct, truthful individual, can present the unvarnished truth in an appropriate and helpful manner; keeps confidence; admits mistakes; doesn't misrepresent himself/herself for personal gain.
Time Management
Uses his/her time effectively and efficiently; values time; concentrates his/her efforts on the more important priorities; gets more done in less time than others; can attend to a broader range of activities.
Work/Life Balance
Maintains a conscious balance between work and personal life so that one doesn't dominate or flow into the other; is not one-dimensional; knows how to attend to both; gets what he/she wants from both.
Patience
Tolerant with people and processes; listens and checks before acting; tries to understand the people and the data before making judgments and acting; waits for others to catch up before acting; sensitive to due process and proper pacing; follows established process.
Learning on the Fly
Learns quickly when facing new problems; a relentless and versatile learner; open to change; analyzes both successes and failures for clues to improvement; experiments and will try anything to find solutions; enjoys the challenge of unfamiliar tasks; quickly grasps the essence and the underlying structure of anything.
Humor
Has a positive and constructive sense of humor; can laugh at him/herself and with others; is appropriately funny and can use humor to ease tension.
Education and/or Experience
Less than high school education; or one month...
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Type: Permanent Location: Hastings, US-MI
Salary / Rate: Not Specified
Posted: 2025-10-29 08:00:54
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This is a rare opportunity to help shape the future of our Private Bank.
With the sponsorship from the CEO and the heads of the business, our goal is to create an Agentic Private Bank - reimagining the entire process from start to finish, rethinking the operating model including organizational structures and developing AI agents equipped with the latest tools and technologies to fundamentally reshape how we perform this business.
Join our dynamic team of innovators and technologists as a Senior Applied AI/ML Associate , where your mission will be to revolutionize how the Bank services and advises clients, deepen client engagements, and drive process transformation.
You will analyze existing processes and vast amounts of data to design autonomous AI agents.
We seek individuals passionate about leveraging advanced data analysis, statistical modeling, and AI/ML techniques to solve complex business challenges through high-quality, cloud-centric software delivery.
Our culture thrives on experimentation, continuous improvement, and learning.
You will work in a collaborative, trusting, and intellectually stimulating environment-one that values diversity of thought and fosters creative solutions that serve the best interests of our global clientele.
Job Responsibilities
* Develop and implement GenAI and Agentic AI solutions using Python to enhance automation and decision-making processes.
* Collaborate with internal stakeholders to identify business needs and develop NLP/ML solutions that address client needs and drive transformation.
* Apply large language models (LLMs), machine learning (ML) techniques, and statistical analysis to enhance informed decision-making and improve workflow efficiency, which can be utilized across investment functions, client services, and operational process.
* Collect and curate datasets for model training and evaluation.
* Perform experiments using different model architectures and hyperparameters, determine appropriate objective functions and evaluation metrics, and run statistical analysis of results.
* Monitor and improve model performance through feedback and active learning.
* Collaborate with technology teams to deploy and scale the developed models in production.
* Deliver written, visual, and oral presentation of modeling results to business and technical stakeholders.
* Stay up-to-date with the latest research in LLM, ML and data science.
Identify and leverage emerging techniques to drive ongoing enhancement.
Required qualifications, capabilities, and skills
* Advanced degree (MS or PhD) in a quantitative or technical discipline or significant practical experience in industry.
* Minimum of 4 years of experience in applying NLP, LLM and ML techniques in solving high-impact business problems, such as semantic search, information extraction, question answering, summarization, personalization, classification or forecasting.
* Advanced python programming...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-29 08:00:53
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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: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-29 08:00:51
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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: Humble, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-29 08:00:50
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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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-29 08:00:49
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The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for J.P.
Morgan Asset Management.
As a leading global asset manager, we oversee nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide.
Our deep experience and scale enables J.P.
Morgan Asset Management to extend decades of trusted relationships with leading wealth managers by delivering private market solutions.
As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios.
You will be part of a rapidly growing market and will have the chance to bring private market solutions to team member investors through financial intermediaries.
You will promote financial advisor engagement across various channels and promote the firm's investment strategies to increase assets under management.
Job Responsibilities:
* Attain placement of J.P.
Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker/dealer, and J.P.
Morgan Chase affiliate
channels.
* Proactively contact broker-dealer firms to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence.
* Coordinate the business development effort contributing to the success of the organization by establishing key client relationships and develop, coordinate, and manage broker-dealer firms' campaigns and marketing support activities.
* Perform a variety of sales functions including client meetings, client follow-up, proposal
generation, presentations, public speaking, and attending seminar and industry events.
* Develop a clear understanding of client's strategic objectives.
* Provide product information, gather marketing data, and offer sales/marketing solutions.
* Monitor and analyze broker-dealer firm's sales activities and competitors' coverage.
* Work closely with sales team to exchange ideas and formulate strategies for increased
penetration within targeted firms.
* Assist in gathering information on emerging trends within the broker-dealer community.
Required qualifications, capabilities and skills:
* 5+ years' experience with financial services company in sales/specialist role.
* Extensive experience in the private alternative space, including experience in various
structures of private alternatives, non-traded REITs, business development companies,
Interval Funds, and closed end offerings.
* Ability to communicate information and state problems or challenges to be resolved in a
clear, concise, courteous and professional manner.
* Client focused - possessing the ability to align processes, procedures, systems, and
personnel to meet the needs of broker-dealer firm...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-29 08:00:45
