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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
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...
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Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-27 08:25:07
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Join the Foreign Banks and Broker Dealer Payments Sales team!
As a Payments Sales Manager within the Financial Institutions Group - Foreign Banks and Broker Dealer segments, you will be primarily responsible for developing business from existing and new clients/prospects.
You are expected to expand the relationships by building a pipeline of sales opportunities and achieving new business sales goals through effective account planning, development of strong relationships and the implementation of sophisticated Payments solutions.
As a key member of the team, you will drive the end-to-end client experience.
Job Responsibilities
* Sell products with value to the firm as well as build a strong pipeline.
* Execute a comprehensive selling strategy in conjunction with Product and the Banking coverage officers.
* Collaborate with client service, compliance, operations, technology, risk, credit, legal in order to optimize delivery.
* Gain a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position JPM and solutions optimally.
* Drive the execution of the JPM Payments sales & client strategy to achieve new business sales objectives, maintain current revenue streams, expand market share and increase the share of wallet with target clients.
Required qualifications, skills and capabilities:
* 5+ years experience selling cash management products and knowledge of such products.
Familiarity with Trade Finance products, in addition to an understanding of credit, the credit/risk process and the compliance nuances of correspondent banking relationships.
* Ability to manage client risk dynamics, including the subtleties of global relationships, and contribute to manage those risks, working with internal partners and clients to implement a balanced risk/reward relationship.
* Demonstrated ability to work across cultures with internal teams and external clients globally.
* Demonstrated ability to identify and exploit supplemental sales opportunities, position and close new business, and assist in the design, sale and delivery of value-added services
* Competence in assessing new opportunities/prospecting, contacting key decision makers
* Strong account planning and demonstrated execution
* Comprehension of customer's industries, business needs and potential solutions
* Excellent verbal communication and negotiation skills
Preferred qualifications, capabilities, and skills:
* Given the international nature of our business, additional languages
* Prior coverage experience covering Global Banks.
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 bran...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-27 08:25:06
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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 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 and introducing them to our team of experts - 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 appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how 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 - introducing them to our team of experts 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 solutions.
* Cash handling experi...
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Type: Permanent Location: Encino, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-27 08:25:06
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Join the J.P.
Morgan Payments Transformation and Execution team.
This team is responsible for helping senior management develop and execute their global transformation agenda through:
* Defining the business strategy including growth strategies and corporate development
* Driving the transformation agenda across high-priority change initiatives including expanding to new markets and optimizing operating models
* Partnering with senior executives to articulate our strategy both internally and externally
As a Business Transformation Associate within Payments, you will lead strategic projects, analyze data, conduct financial modeling, develop presentations, execute strategies, and foster collaboration while managing multiple projects across J.P.
Morgan Payments.
The Transformation team operates across these pillars and drives the broader strategic agenda for J.P.
Morgan Payments.
Our lean team is very high impact, working directly with the J.P.
Morgan Payments global management team on their top priorities and collaborating across lines of business on the payments priorities for J.P.
Morgan Chase broadly.
Job Responsibilities
* Lead initiatives/projects to resolve diverse problems identified by senior management of J.P.
Morgan Payments
* Gather, synthesize, analyze and present project data and findings
* Model financial scenarios and analyze valuations
* Execute creative analyses and provide insight to identify issues and arrive at recommendations
* Develop strategic presentations for both internal and external audiences
* Execute on our market expansion strategy
* Monitor industry trends and share insightful reports and analyses with broader team and with senior executives
* Create and/or contribute to an environment of collaboration and mutual responsibility
* Simultaneously work on multiple projects across J.P.
Morgan Payments
Required qualifications, skills and capabilities:
* 3+ years of experience from a premier management consulting firm, a payments firm (e.g., in strategy, product management, sales), or an investment banking division (e.g., M&A, Coverage, Capital Markets, Equity Research)
* Strong interest in payments required
* Ability to work and think independently, strong initiative, and team attitude
* Diverse problem solving experience, such as experience with a top management consulting firm or in other generalist problem solving environments across financial services sectors
* Outstanding ability to analyze problems, apply quantitative approaches, communicate effectively and confidently (both oral and written)
* Openness to an environment of active developmental feedback from peers
* Excellent and efficient skills using MS Excel and PowerPoint tools
Preferred qualifications, skills and capabilities:
* Payments experience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-27 08:25:04
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Your opportunity to make a real impact and shape the future of financial services is waiting for you.
Let's push the boundaries of what's possible together.
As the Senior Director of Software Engineering at JPMorgan Chase within the Corporate and Investment Bank Technology - Securitized Product Group Technology team, you will lead multiple technical areas and collaborate across technical domains.
Your expertise will be applied cross-functionally to promote the adoption and implementation of technical methods within various teams, helping the firm stay at the forefront of industry trends, best practices, and technological advances.
Job responsibilities
* Lead the SPG eTrading and Pre-trade capture team, create a road map and implementation plan for a strategic eTrading system, ensuring alignment with the firm's long-term goals and objectives.
* Conduct thorough analysis of legacy systems and processes; identify areas for improvement and innovation.
* Develop metrics and KPIs to measure the success of transformation initiatives and report progress to senior leadership.
* Drive the design and development of the new system, deep dive in-to existing system and processes and lead the team with 60-70% hands on development.
* Collaborate with wider SPG Trading, Risk and P&L teams to build scalable and robust solutions that support business needs.
* Proactively manage business stake holders, external clients and define product requirements, including data sources, integration points, and user interfaces, ensuring they align with strategic objectives.
* Apply deep knowledge of pre-trade and eTrading of fixed income product to guide strategic decisions and ensure alignment with industry best practices.
* Lead pilot projects to test new technologies and methodologies, evaluating their potential impact on the firm.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience.
In addition, 5+ years of experience leading technologists to manage, anticipate and solve complex technical items within your domain of expertise and more broadly across the organization.
* Experience in leading transformation projects and managing change within an organization
* Experience developing or leading large or cross-functional teams of technologists
* Demonstrated prior experience influencing across highly matrixed, complex organizations and delivering value at scale
* Experience leading complex projects supporting system design, testing, and operational stability
* Experience with hiring, developing, and recognizing talent
* Expertise in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Strong understanding of eTrading and Pre-trade across multiple asset class.
* Demonstrated ability to influence stakeholders an...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-27 08:25:04
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Push the limits of what's possible with us as an experienced member of our Software Engineering team.
As an Experienced Software Engineer at JPMorgan Chase within the Asset & Wealth Management Technology team, you will be a key member of an agile team responsible for designing and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
Depending on your team assignment, your role may involve developing mobile features to enhance customer and client banking control, strategizing on leveraging big data to accelerate our trading systems, innovating payment solutions for merchants, or supporting the integration of our private and public cloud platforms.
Job Responsibilities
* Participates in, design and develop scalable and resilient systems using Java or Python to contribute to continual, iterative improvements for product teams
* Executes software solutions, design, development, and technical troubleshooting
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces or contributes to architecture and design artifacts for applications while ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Advanced coding knowledge in Java programming language
* Strong technical skills Java development including areas such as Spring, Hibernate, JMS, Spring Boot
* Experience in Java (Core & EE, Spring Boot, Spring MVC, Spring Cloud)
* Strong skills around object oriented analysis and design (OOAD),Design principles and Design patterns with ability to trouble shoot and debug an application for any application issues
* Hands-on practical experience in system design, application development, testing, and operational stability
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Experience working with Sonar, SSAP, JIRA, GIT, Maven etc.
* Understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Knowledge of software applications and technical processes within a technical discipline (e.g...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-27 08:25:03
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist in the U.S.
Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
* Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
* Develop investment policy statements and advise on asset allocation
* Closes sales of complex investment products
* Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
* Build excellent working relationships with internal clients
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
* Provide guidance to junior staff
Required Qualifications, Capabilities, and Skills
* Bachelor's degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Seven plus years of experience in Private Banking or Financial Services industry
* Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, and Skills
* MBA or CFA preferred
* Prior experience providing complex investment solutions to individuals
* In depth experience and/or knowledge of hedge funds, private equity and alternative investments
* Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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, skil...
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Type: Permanent Location: Garden City, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-27 08:25:03
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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 take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-27 08:25:02
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Wealth Strategist you will be responsible for delivering the firm's wealth planning resources to clients and prospective clients, helping them identify, prioritize and achieve their long-term goals.
In addition, you will be an internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice capabilities the Private Bank offers.
Job Responsibilities
* Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding
* Work with advisors to develop business opportunities with new and existing clients
* Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making
* Present in an easily digestible, conversational manner
* Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies
* Train, coach and develop advisors to independently lead effective Wealth Strategy, Technology driven client engagements
Required Qualifications, Skills and Capabilities
* Nine or more years of experience in financial services including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies
* Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues
* Strong financial planning knowledge in regards to cash flows, decision making, and goals-based planning and process driven engagements
* Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys)
* Willingness to travel regularly throughout J.P.
Morgan Private Bank's East Region
Preferred Qualifications, Skills and Capabilities
* Strong presentation skills in one-on-one and group meetings
* Ability to coach colleagues, client advisors and clients
* Ability to comfo...
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Type: Permanent Location: Summit, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-27 08:25:01
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Raleigh, US-NC
Salary / Rate: Not Specified
Posted: 2026-03-27 08:25:00
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2026-03-27 08:25:00
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:58
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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
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 ...
....Read more...
Type: Permanent Location: Chico, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:56
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:56
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: El Segundo, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:55
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J.P.
Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally.
The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P.
Morgan's various private equity and real estate entities.
Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients.
Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams.
You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations.
Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities
* Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
* Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
* Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
* Ensure adherence to control framework including prescribed policies and procedures
* Lead and work on ad hoc client projects and internal initiatives
* Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
* Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence
Required qualifications, capabilities and skills
* A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
* Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
* Bachelor's Degree in Accounting, Finance or MBA
* Abil...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:54
-
J.P.
Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally.
The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P.
Morgan's various private equity and real estate entities.
Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto, and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
Job Summary:
As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients.
Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams.
You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations.
Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities:
* Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
* Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
* Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
* Ensure adherence to control framework including prescribed policies and procedures.
* Assist in ad hoc client projects and internal initiatives.
* Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
* Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.
Required qualifications, capabilities, and skills:
* A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
* Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund st...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:54
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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 rece...
....Read more...
Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:53
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Join this fast-paced team as a Vice President, supporting Equities Product Control.
As a Vice President within the Americas Equity Derivatives Group, you will have the opportunity to lead the Corporates, Convertible Bonds and Financing Product Control team based in New York.
You will be working with a wide range of equity products, from vanilla to highly complex products and structures.
This role is a perfect fit for someone with extensive Product Control knowledge and expertise who is ready to take their career to the next level.
You will be responsible for both Profit and Loss and Risk, interacting with a range of stakeholders from Front Office, Market Risk Coverage and other key business and control functions.
This role will give you the chance to interact with senior stakeholders across the finance organization, making it an important and significant aspect of your role.
Job responsibilities:
* Managing and developing the Americas Corporates, Convertible Bonds, and Financing Product Control team responsible for the production and reporting of the Daily P&L and Risk and ensuring it is completed in an efficient and controlled manner
* Being responsible for integrity of the balance sheet and accounting for the business
* Providing detailed analysis and commentary on the financials to desk heads, business managers, and senior finance management
* Partnering with the business and its stakeholders to implement robust controls and implement strategic initiatives
* Identifying and Implementing continuous improvements and ensuring processes adapt to meet changing systems and control requirements
* Creating an inclusive and equitable working environment that builds a culture of trust and gives all team members the opportunity to learn, grow and achieve goals
Required qualifications, skills, and capabilities:
* 6+ years Product Control experience or equivalent
* Experience within Product Control related to equity products and derivatives
* Experience of leading and managing teams
* Demonstrable ability to drive strategic initiatives
* Solid understanding of Equity Derivatives and an understanding of associated exotic products including accompanying risks
* Excellent analytical skills and attention to detail including a strong control focus
* Excellent communication skills and ability to develop strong working relationships.
* Educated to at least Bachelor's degree (or equivalent) level
To be eligible for this role, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this role.
Likewise, JPMorgan Chase & Co.
will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutio...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:52
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Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.
Chase is seeking a dedicated, and innovative Product Manager to lead a key area of the rapidly growing Aggregation & Connected Banking product.
In this role, you will use your experience in customer-focused outcomes and strong delivery track record to enable customers to easily and securely share their financial data to work to manage their finances across the ecosystem and FinTechs, and seamlessly control these permissions through Chase's Security Center.
You will also have the opportunity to work with internal and external stakeholders, representing Chase at industry forums.
As a Product Manager in Open Banking, you lead innovation through the development of products and features that delight customers.
As a member of the team, you leverage your capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.
Job responsibilities
* Support the daily operations of the Open Banking Developer Portal, including content updates, execution of business and technical requirement analysis, definition and JIRA management
* Write initiatives, epics, and stories in JIRA, partnering with product, engineering, design, data, architecture, and stakeholder teams
* Collaborate with engineering, design, and architecture teams to implement new features and ensure a best-in-class APIs experience.
* Maintain and organize technical documentation, API reference guides, and onboarding materials specific to Open Banking APIs.
* Assist with the integration and release of new Open Banking APIs in the developer portal.
* Monitor portal analytics and developer feedback to identify areas for improvement and report findings to stakeholders.
* Participate in testing and quality assurance for portal updates.
* Respond to developer inquiries related to the Open Banking developer portal, providing basic technical support, or escalating as needed.
* Contribute to process improvements and best practices for Open Banking API management and developer engagement.
Required qualifications, capabilities, and skills
* Bachelor's degree in computer science, information technology, or related field (or equivalent experience).
* 2+ years of experience in a technical, product, or support role.
* Familiarity with Open Banking concepts, API standards (such as REST), and regulatory requirements.
* Experience with agile product development techniques and practices
* Detail-oriented with strong organizational and problem-solving abilities.
* Ability to work collaboratively in a cross-functional team environment.
Preferred qualifications, capabilities, and skills
* Experience with develo...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:52
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Conduct research and analysis; assist with product development and prospecting efforts
* Research client inquiries and manage follow up communication and materials
* As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations
* Genuine interest in financial markets and macro-level economic trends
* Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
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 a...
....Read more...
Type: Permanent Location: Winnetka, US-IL
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:51
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker Associate in the U.S.
Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business.
You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.
Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.
Job Responsibilities
* Provide leverage to the Senior Banker on daily client priorities
* Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
* Support the Senior Banker on client hierarchy and pipeline management
* Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities
Required Qualifications, Capabilities, and Skills
* Bachelor's Degree required
* Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Sales/origination experience
* Coachable professional with good business acumen
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Excellent communication skills
* Strong analytical and quantitative skills
* Ability to multi-task and manage priorities effectively
* Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
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 determ...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:51
-
Investment Banking - Business Services Coverage - Executive Director
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co.
is an Equal Opportunity Employer, including Disability/Veterans
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:50
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Join a team where your expertise shapes the future of financial services and client experiences.
As a Central Supervisory Manager, you will play a key role in ensuring the integrity and suitability of our offerings.
Your insights and leadership will help us deliver exceptional service and maintain our reputation for excellence.
Be part of a collaborative environment that values innovation, continuous improvement, and professional growth.
Make a difference for our clients, our team, and your career.
The Supervisory Manager is integral to managing regulatory obligations, operational risk, and supervisory requirements within J.P.
Morgan Wealth Management.
Our firm provides comprehensive strategies and expertise across asset classes through a global network of investment professionals, utilizing cutting-edge technology and resources.
We focus on building deep, personal relationships with clients to offer goals-based financial planning and sophisticated solutions for generational wealth management.
Job Responsibilities
* Review next-day trades to ensure compliance with FINRA rules and industry regulations.
* Evaluate and document trades flagged as exceptions for suitability.
* Assess the suitability of select new accounts and products.
* Escalate supervisory issues with actionable recommendations for resolution.
* Collaborate with Field Supervisory Managers to resolve exceptions promptly.
* Conduct training for newly hired Central Supervisory Associates.
* Identify process improvements and drive change initiatives.
* Participate in project work and additional tasks as assigned.
Required qualifications, capabilities, and skills
* Ability to work independently and make sound, risk-based decisions.
* Excellent research, analytical, and problem-solving skills.
* Strong interpersonal, verbal, and written communication skills.
* Effective organizational skills and attention to detail.
* Proven ability to work in a dynamic, evolving team environment.
* Effective time management skills to meet service level agreements and project deadlines.
* 7 years of relevant experience in the financial securities/investment industry.
* 5 years of experience in a Supervision, Compliance, Surveillance, Operations, or Control capacity.
* Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53).
Additional licensing requirements must be met within 120 days of hire.
Preferred qualifications, capabilities, and skills
* Bachelor's Degree (B.A./B.S.) preferred.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:49
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We're looking for candidates to grow our new remote advice channel which will open up financial advice to a broader range of clients than we've ever been able to serve before.
This is a growth business, committed to diversity and inclusion and maintaining a culture focused on work life balance.
We are looking to grow our teams in multiple locations nationwide.
As a Personal Advisor, in J.P.
Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals.
You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.
Morgan's Chief Investment Officer.
You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.
Personal Advisors will work in a full time based office environment to support the full book of clients.
Job responsibilities
* • Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
* • Convert high quality leads into new clients and help to maintain those relationships
* • Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
* • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
* • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
* • Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
* • A valid and active Series 7
* • A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
* • This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
* • At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
* • Bachelor's degree preferred
* • CFP preferred
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.
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...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-03-27 08:24:49
