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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 Market Team Lead 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 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.
In addition to managing and building your own book of business, you will also be responsible for developing and retaining a local team of Client Advisors.
You will partner with local leadership on developing and executing on the strategy of the local market, including hiring and training.
Job Responsibilities
* Manage and build 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
* Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team
* Participate in developing the team's business plan and ensure goals and objectives are being measured and achieved on an individual and team level
* Provide ongoing coaching, feedback and development to local Client Advisors
* 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 while strictly adhering to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Ten plus years of work experience in Private Banking or Financial Services industry
* Five plus years of experience in a leadership position
* Bachelor's degree required
* FINRA Series 7, 66, 9, 10 and Insurance licenses required for pos...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:36
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Join our fun, high-energy team as a Community 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 Community 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
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* 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
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval for internal Home Lending Advisors who have been in their position for less than one year.)
* Knowledge of real estate market ...
....Read more...
Type: Permanent Location: Long Beach, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:36
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You are a strategic thinker, passionate about delivering solutions to clients.
You have found the right team.
As a Payments Sales Associate in the Financial Institutions Group, specifically for the Insurance and Corporate Mortgage Finance segments, you will be responsible for assisting Payments Sales Managers (PSM's) with the management of sales relationships and new business generation from a diverse set of customers.
You will collaborate with client service, compliance, operations, technology, risk, credit and legal in order to optimize the delivery of our products.
To effectively do so, you will also be responsible for actively gaining a thorough understanding of the market, the industry in which clients operate, their organizational and operating structure, their buying process and business objectives.
You will also be responsible for oversight of a portfolio, facilitate proactive client engagement, collaboration with multiple internal partners, and development of solutions to meet strategic and complex needs of our clients.
Additionally, you will also support important relationship management initiatives such as billing and pricing, interest rate management, escalation tracking and resolution, among others.
Job responsibilities
* Understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for J.P.
Morgan Payments via appropriate solution(s); traditional cash management, FX, International payments, liquidity.
* Develop account plans, briefing memos and support relationship reviews in partnership with the client service organization; understand the client's account structure, cash flow, product usage and global setup
* Develop strong relationships within client's Treasury, Product and Operations organizations - anticipate client needs/challenges and proactively engage appropriate J.P.
Morgan Payments partners to develop comprehensive solutions
* Coordinate/negotiate KYC and onboarding documentation, internal credit processes, and help manage seamless integration with implementation partners - engage appropriate escalation points where necessary to meet client needs while managing expectations
* Review and analyze transactional data to identify key trends, risks, pricing/billing inefficiencies and conduct pricing analysis and provide go forward strategy/recommendations
* Think outside the box, identify new ways to advance team wide initiatives, and contribute as the voice of the client in cross-functional partner engagement to ensure alignment with broader firm wide interests and the client's objectives
Required qualifications, capabilities, and skills
* 2 + years experience in cash management, transaction banking, merchant acquiring or related field
* Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions
* Goal orien...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:35
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JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
As a Head of Private Wealth Alternatives Vice President within the client service team you will act as a senior leader responsible for overseeing and enhancing the client service experience for registered broker dealers and intermediaries investing in alternative assets.
You will have the opportunity to build out a team, manage clients, and build relationships with stakeholders.
As a head of Private Wealth Alternatives you will be able to use your expertise in private wealth and alternative investments to deliver exceptional client service to our investors.
Job responsibilities
* Coordinate with Private Wealth Alternatives Client Advisor team to support client acquisition and retention efforts
* Build out processes to support new products and distribution channels across a broad spectrum of alternative asset classes, monitor and evaluate client service metrics, identifying areas for improvement and implementing solutions
* Stay informed about trends and developments in the alternative investment space, including private equity, hedge funds, real estate, and other non-traditional assets
* Participate in industry working groups to influence and drive resolution on key themes and issues
* Assist with implementation of new firm initiatives and ad hoc reports/projects as needed
* Lead, mentor, and manage a team of client service professionals, fostering a culture of excellence and continuous improvement
* Provide subject matter expertise and resolve escalated client issues and problems through effective interaction with advisors, product partners, operations areas, and other stakeholders in a timely and professional manner
* Engage with fintech providers and 3 rd parties to drive product implementations, enhancements, etc
* Collaborate with regional leads to promote education and drive global alignment on business processes
Required qualifications, capabilities, and skills
* 8 or more years of experience in Wealth Management distribution/operations with a background in Alternative Registered funds (Non-Traded REITS, Tender Offer Funds, BDCs, interval funds, etc) and 3 rd party private fund feeders
* Proven track record of leadership and team management in a client service environment
* Strategic thinker with a client-centric mindset and a passion for delivering exceptional service
* Excellent organization, project management, and time management skills including executive communication skills
* Bachelor...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:35
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Join our fun, high-energy team as a Community 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 Community 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
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* 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
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval for internal Home Lending Advisors who have been in their position for less than one year.)
* Knowledge of real estate market ...
....Read more...
Type: Permanent Location: Glendale, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:34
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If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience.
This is the team for you.
As a Financial Advisor, in JPMorgan National Branch Investments Direct,you will work in a team based office environment to offer comprehensive financial planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs.
You are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals.
You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
Job responsibilities:
* Leverage solid understanding of financial markets to effectively simplify complex financial concepts while building rapport and credibility with our clients
* Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base
* Possess and continue building on a broad range of investment products and account types including IRA, Roth IRA, Brokerage, Annuity and Managed Account solutions
* Understand client needs and provide advice and strategies to achieve their investment goals
* Maintain a high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change
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:
* 3 years of relevant Financial services or brokerage experience preferred
* Bachelor's degree 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 solve all their financial needs.
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, ba...
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Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:33
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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 eSoftware Engineer at JPMorgan Chase within the Commercial and Investment Bank, specifically the Electronic Trading Services team, you will be primarily responsible for the development, enhancement, and delivery of high-quality technology products in a secure, stable, and scalable manner.
Your technical expertise and problem-solving skills will be crucial in making a significant business impact and addressing a variety of challenges across different technologies and applications.
Your key responsibilities will involve the development and improvement of our Smart Order Router, Matching Engine, Market Access, and Risk Management systems for global equities and options trading.
This position is a great opportunity for those with a solid background in electronic trading technology and a proven track record of delivering high-performance, low-latency reliable trading systems.
Job responsibilities
* Design, develop, and implement low latency electronic trading systems with focus on next-generation Smart Order Router, Matching Engine, Market Access, and Risk Management
* Continuously develop new trading strategies and enhance existing strategies to adapt to market changes and feedback from TCA and client, ensuring optimal trading performance and client satisfaction.
* Collaborate with cross-functional teams to understand business needs and translate them into technical requirements.
* Oversee the end-to-end software development lifecycle, from requirements gathering and design to deployment and maintenance.
Ensure the scalability, performance, and reliability of trading systems by implementing best practices in software engineering and architecture.
* Conduct code reviews, unit testing, and integration testing to ensure high-quality software delivery.
* Lead and follow Agile Methodologies and Principles
* Stay abreast of industry trends, emerging technologies, and regulatory changes to ensure our trading platforms remain competitive and compliant.
Proactively identify opportunities for innovation and improvement within the e-trading systems.
Required qualifications, capabilities, and skills
* Formal training or certification on C++14 concepts and 5+ years applied experience
* Expertise in multi-threaded and concurrent programming.
* Experience in TCP/IP network programming and familiarity with LBM/UME.
* Proven experience in ultra-low latency application development.
* Experience with kernel tuning and low-level system programming.
* Knowledge of market data distribution and order management systems.
* Advanced knowledge of system architecture, design, and business processes.
* Proficiency in Linux/Unix, with an understanding of OS and kernel architecture.
* Expertise in application, data, and infrastructure architec...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:33
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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: Ponte Vedra Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:32
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
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
* 5+ years of experience in direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* 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
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 ...
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Type: Permanent Location: Bloomfield Hills, US-MI
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:32
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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: 2025-04-01 08:27:31
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We are on the lookout for a talented Senior Associate to join our Technology Internal Audit team covering Cloud audits.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
s a Senior Internal Audit Associate within our Cloud Audit Team, you will play a pivotal role in assessing the adequacy of the control environments for our firm's cloud expansion efforts.
Your responsibilities will include supporting the subject matter expert program for Cloud audit capabilities within the department, conducting end-to-end cloud audits in a risk-focused manner, and ensuring high standards in accordance with department and professional standards.
Job responsibilities
* Support the subject matter expert program for Cloud audit capabilities within the department
* Support end-to-end cloud audits in a risk focused manner and to a high standard in accordance with department and professional standards
* Engage in clear communication with stakeholders relating to the audit scope, risks and issues
* Evaluate, test and report on the adequacy and effectiveness of the cloud control environment
* Analyze Risks and proactively identify the root-cause of issues with a view to providing recommendations for improvement where weaknesses are identified
* Finalize Audit findings and use judgment to provide an overall opinion on the control environment
* Support communication of audit results and issues in a clear and concise manner, both verbally and in writing to Audit management and senior stakeholders
* Build and maintain key relationships with stakeholders and colleagues, establishing a culture of engagement while adding value, effective teamwork and innovative thinking
Required qualifications, capabilities and skills
* 4+ years of internal or external technology auditing experience
* Bachelor's degree (or relevant financial services experience)
* Experience working with and auditing cloud technologies (AWS, Google and Azure)
* Recognized cloud security certification (CCSP, CCSK, AWS certifications etc.)
* 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.
* Knowledge of system development life cycle concepts with an ability to quickly learn a complex, distributed computing environment.
* Excellent verbal and written communication skills.
Also, good interpersonal skills with the ability to present complex and sensitive issues to senior management, and influence change.
Preferred qualifications, capabilities and skills
* Background in Technology
* Related professional certification such as CISA, CISSP, or CIA
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 cor...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:31
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Leverage your deep technical knowledge to reshape how clients experience our products and help to elevate every client interaction.
As a Client Solutions Architect Director in Digital Channels & Connectivity, you are a technical expert for a set of products.
You are well-versed in the sales cycle and in designing solutions to address clients' complex problems.
As a leader on your team with advanced technical capabilities, you leverage your skills to innovate on how products are solutioned, designed, enhanced, and modified, and create new ways for teams to successfully consult with clients to continuously improve their experience with the firm's products.
Job responsibilities
* Supports deal teams from pre-sales stage for prospective clients (corporate & financial institutions) where complex technical expertise is required; provides client advisory, best practices, and core integration subject matter expertise solutioning for global payments, open banking APIs, file formats, and transmission methods
* Understands client use-cases and presents scalable end to end solutions for managing payment acceptance, disbursements, and reconciliation strategies
* Ensures that pre-work and technical solutioning is integrated into the client implementation process to aid a seamless client onboarding experience
* Functions as subject matter expert across digital channels, open-banking and emerging technologies integration solutions; including API, host-host, web, SWIFT and mobile platforms
* Advises Client Solutions Architect teams on the strategies and best practices for configuring and modifying the firm's existing products and solutions, often in partnership with Technology, to fit complex client use cases
* Coordinates with clients and our Development and Delivery teams, drawing on technical knowledge, experience, and client feedback to lead product design and define the development requirements for enhancements
* Engages Sales in solutioning and mandating deal stages on high-level pricing, pipeline planning, and account planning
* Manages multiple deals/projects concurrently that may have competing priorities, resources, and timelines
Required qualifications, capabilities, and skills
* Deep understanding of the technology aspects of the cash management landscape including:
+ Treasury Management (TMS), Enterprise Resource Planning (ERP), Finance, Accounts Payable and Receivable systems, and emerging Fintech platforms
+ Industry knowledge of payments products (Payments, Receivables, Liquidity, Trade, Foreign Exchange, Card, Merchant Acquiring) solutions and solid experience of related digital channels, open banking and emerging technologies product sets, including API, host-host, SWIFT, internet and mobile.
* Expertise and experience in latest technical standards across payments and cash management domains (e.g.
JSON, ISO 20022, SWIFT, etc.)
* 5+ years of experience of Treasury,...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:30
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Join our Internal Audit team at JPMorgan Chase and make a meaningful impact! Bring your positive attitude and inquisitive spirit to add value to our risk and control agenda.
As a key team member, you'll gain exposure to diverse business functions and control environments.
Experience a supportive and collaborative culture with access to training, mentoring, and senior leaders.
As a 2025 Emerging Talent Summer Experience Intern within the Internal Audit function at JPMorgan Chase, you will embark on a journey of growth and discovery.
You will experience the leadership of a firm with over two centuries of heritage in investment banking and financial services.
Your role will be to enhance and protect the firm by providing risk-based and objective assurance, advice, and insight.
You will collaborate with Lines of Business and Corporate Functions to assess internal control processes and identify areas for improvement, thereby helping to safeguard our global business.
This program is designed to provide a fixed-term on-the-job experience, and you will be expected to be available to work full time, starting from early July 2025 for a period of up to 9 weeks.
The responsibilities align to either the Business or Technology track.
Job responsibilities:
Business Track:
* Identify and analyze risks in our businesses and evaluating the controls established to mitigate those risks
* Test business controls by reviewing documents, observing the teams and meeting with management
* Collaborate as a team to effectively complete audit projects including assessing, documenting and reviewing test results
* Provide management with feedback regarding the effectiveness of the controls
Technology Track:
* Focus on reviews of business applications, data management, global infrastructure, digital technologies and cyber/information security
* Test technology controls by reviewing documents, observing the teams and meeting with management
* Collaborate as a team to effectively complete audit projects including assessing, documenting and reviewing test results
* Provide management with feedback regarding the control environment
Required qualifications, capabilities, and skills:
* Pursuing a B.A., B.S., or 5th year M.A.
or M.S., with an expected graduation date of December 2026 through July 2027
* A well-rounded academic background
* All majors considered
* Bring exceptional analytical and problem-solving skills
* Strong attention to detail
* Have the ability to manage time, prioritize and know when to seek help
* Strong verbal and written communication skills
* Working knowledge of MS Office (Excel, Word, PowerPoint, Outlook)
Preferred qualifications, capabilities, and skills:
* Preferred minimum cumulative GPA of 3.2 on a 4.0 scale
* Finance, Accounting, Management Information Systems (MIS) or Computer Information Systems (CIS) focused majors are a plus
We will be filling our c...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:29
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Data Analytics Solutions Associate - CCB
Department
The Internal Audit Department provides the Board of Directors, senior management and regulators with an independent assessment of JPMorgan Chase's ('JPMC') control environment.
Audit works closely with the Lines of Business ('LOBs') and their support functions to achieve its mission through the execution of a comprehensive audit program designed to test the effectiveness of the controls in place to mitigate the risks inherent in each business.
The department is respected throughout the firm for the caliber of the staff and their ability to add value beyond the audit opinion.
Globally, Internal Audit has over 1000 auditors.
Description
The Consumer and Community Banking Audit Team ("CCB") is responsible for assessing the adequacy of the control environments across firm-wide CCB retail business including Home Lending, Card, Auto, Connected Commerce, Digital and Product Strategy and others.
This is achieved through a program of audit coverage, which is performed and managed by a global team of CCB auditors.
This role is for an experienced audit data analytics professional to join the team.
This position will be based in Jersey City New Jersey or Columbus Ohio.
As an Analytics Solutions Associate you will partner with Internal Auditors to leverage data, technology, and techniques for the purpose delivering data analytics and helping to drive the data analytics agenda across the CCB Audit team, foster constant learning of new tools and techniques, and continually influence the maturation of the overall DA program.
Job Responsibilities
Your day-to-day job will require close partnership with Internal Audit teams as well as data analytic peers to design relevant audit testing that leverages data and analytics specifically in support of audit and regulatory issue validation testing.
This includes strong interpersonal skills to clarify requests, help shape and identify requirements, and continually report on progress.
In addition, you will develop and leverage skills for sourcing, cleansing and staging data, developing analytics solutions, and delivering results.
You will work with peers and audit stakeholders to gain a deep understanding of the data and architecture in order to deliver relevant solutions and results.
More specifically, responsibilities will also include:
* Propose, build and execute data analytics solutions in support of the full Audit life-cycle objectives and specifically support of audit and regulatory issue validation testing.
* Use tools such as SQL, Python, Alteryx, QlikView, TOAD, Hadoop, Business Objects, and others.
* Work closely with, and manage stakeholder relationships to help determine and drive the analytics audit plan.
* Help to develop repeatable analytics & tools geared toward efficiency and Auditor 'self-service' capabilities.
* Design and develop analytics solutions to support non-cycle based audit activities, including Continuous A...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:29
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We are on the lookout for a talented Audit Manager to join our Chief Data & Analytics Office team! This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence! The Chief Data & Analytics Office governs and enables firmwide AI/ML capabilities, drives strategy and solutions to maximize the value of data across the firm, as well as designing and delivering enterprise data and analytics capabilities through key products and platforms.
As an Audit Manager, Vice President on the Chief Data & Analytics Office team, you will develop and execute the annual audit plan, manage audit engagements, oversee and perform audit testing, manage audit staff and participate in applicable control and governance forums.
Job Responsibilities:
* Lead and participate in audit engagements from planning to reporting and produce quality deliverables to both department and professional standards while ensuring audits are completed timely and within budget
* Partner with colleagues and stakeholders to evaluate, test and report on the design and operating effectiveness of management's controls
* Communicate audit findings to management and identify opportunities for improvement
* Create and maintain collaborative working relationships with stakeholders, while providing independent challenge
* Effectively manage teams where required, performing timely review of work performed and providing honest and constructive feedback
* Contribute to a collaborative working environment with team members and peers, supporting a culture that encourages integrity, respect, excellence and innovation
* Stay up to date with evolving industry and regulatory developments
* Find ways to drive efficiencies in audit process through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills:
* 7+ years of internal or external auditing experience, or relevant business experience
* Bachelor's degree (or related financial experience) in Technology, Accounting, Finance, or related discipline
* Understanding of internal control concepts with the ability to evaluate and determine the adequacy of control design and operating effectiveness in an integrated manner
* Ability to effectively and efficiently execute audit testing and complete audit workpaper documentation
* Extensive experience of internal or external auditing
* Adaptable to changing business priorities and ability to multitask in a constantly changing environment
* Excellent verbal and written communications skills
* Great interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners
Preferred qualifications, capabilities and skills:
* Experience of the banking industry and technology and/or business control environment
* Experience wi...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:28
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an Associate in Risk Reporting and Middle Office, you will be part of a team that supports the firm's mandate to report firmwide risk metrics to US regulators including the Federal Reserve Board (FRB), Office of the Comptroller of the Currency (OCC) and the Federal Deposit Insurance Corporation (FDIC).
Your contributions will jumpstart high-profile regulatory programs that help safeguard and protect not only the bank, but ultimately the global financial system.
Job Responsibilities
* Prepare and analyze Institution-to-Institution Credit Reports for the Firm, working with Credit Executive
* Prepare the Daily Equity Prime Brokerage Reports which includes utilizing data to compile snapshot of funds financial profiles
* Coordinate with the Counterpart Risk, Stress, and Margining team to enhance reporting and build out controls
* Involve in both team and firmwide projects to enhance processes
* Guide the strategic process improvement through the identification, tracking, and resolution of data quality issues.
* Provide support to both manager and junior team members in delivering results in the monitoring and reporting processes
* Work in this role will include working with various teams in the bank such as Credit Risk, Finance, Legal, Policy, Technology, and reporting teams
Required qualifications, skills and capabilities
* Bachelor's degree in Finance, Accounting, or other relevant discipline
* 5 plus years of experience in risk and/or financial reporting
* Ability to understand business drivers and requirements and influence partners to deliver solutions to business issues and problems
* Strong analytical and financial skills with a proven track record of execution
* Acute attention to detail and control driven mindset
* Strong communications skills both written and verbal
* A developed leadership presence capable of effective messaging to colleagues, regulators and management alike.
* Ability to work on multiple priorities at the same time within tight deadlines, demonstrating excellent organizational skills
* Proficiency in Microsoft Office applications (Excel; Access & PowerPoint) and with large amounts of data
* Strong team player who can work well and build partnerships with colleagues of various levels, across multiple locations
Preferred qualifications, skills and capabilities
* Knowledge of Alteryx is a plus
JPMorganChase, one of the oldest...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:28
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Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to 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.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates.
You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture.
As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors.
This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
* Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
* Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
* Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
* Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
* 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
* A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
* Proven trusted relationship builder with a track record of delivering an exceptional client experience
* Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
* Demonstrated understanding of investments, wealth planning, credit and banking concepts
* Required Licenses: Series 7 and 66 (or 63 and 65).
Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
* A bachelor's degree
* Experience cultivating relationships through delivering Home or Business lending needs
FEDERAL DEPOSIT INSURANCE ...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:27
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Are you a visionary leader with a passion for finance and a deep understanding of alternative investments? We are seeking an accomplished and strategic Executive Director to lead our Global Alternative Investments Trade Order Management team.
In this pivotal role, you will drive the strategic direction and execution of our alternative investment operations, ensuring excellence and innovation in managing our diverse investment strategies.
As the Executive Director and Global Lead within J.P.
Morgan's Private Bank's Alternative Investments Group, you will be at the forefront of our efforts to enhance and expand our alternative investment offerings.
You will leverage your expertise to stay ahead of industry trends, regulatory changes, and market developments, positioning J.P.
Morgan as a leader in the alternative investments space.
Your leadership will be instrumental in fostering strong relationships with hedge/private equity funds, fund administrators, and our global investor community, ensuring the success of our investors and the organization.
Key Responsibilities:
* Define and implement the strategic vision for the global alternative investments trade order management function, aligning with the broader goals of J.P.
Morgan's Private Bank by providing strategic leadership
* Maintain a deep understanding of industry trends, regulatory changes, and market developments to guide strategic decisions and product innovation through industry expertise
* Cultivate and strengthen relationships with key stakeholders, including investors, hedge/private equity funds, and fund administrators, to enhance our market position by focusing on investor relations
* Oversee the seamless execution of alternative investment strategies, ensuring accuracy, compliance, and efficiency in all processes to achieve operational excellence
* Partner with internal teams, including compliance, legal, and operations, to drive initiatives that support business development and investment strategies through cross-functional collaboration
* Represent J.P.
Morgan at industry conferences and forums, sharing insights and positioning the firm as a thought leader in alternative investments by demonstrating thought leadership
* Mentor and develop a high-performing team, fostering a culture of excellence, innovation, and collaboration to support team development
Required Qualifications, Capabilities, and Skills:
* A master's degree in finance, economics, business, or a related field
* 10+ years of experience in alternative investments, with a proven track record of leadership and strategic impact
* Relevant certifications such as Series 7/63 licenses
* Demonstrated ability to define and execute strategic initiatives in a complex, fast-paced environment
* Strong written and verbal communication skills to influence and engage with senior stakeholders and external partners
* Advanced analytical and problem-solving skills to...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:26
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Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead in Global Technology, Tech Risks and Controls, you will contribute to the successful management of technology-aligned aspects of Governance, Risk, and Compliance in line with the firm's standards.
Leverage your broad knowledge in risk management principles and practices to assess and monitor risks and implement effective controls.
Your role in risk identification, control evaluation, and security governance is crucial in advising on complex situations and enhancing the firm's risk posture.
Through collaboration and analytical skills, you will contribute to the overall success of the Technology Risk & Services team and ensure compliance with regulatory obligations and industry standards.
Job responsibilities
* Assess and monitor technology risks, ensuring compliance with firm standards, regulatory requirements, and industry best practices
* Lead all aspects of our SOX program relating to IT general and applications controls, including annual and ongoing risk assessments, facilitation of walkthroughs and overseeing the documentation and testing of applicable controls
* Support implementation of effective controls in collaboration with cross-functional teams and stakeholders
* Evaluate the effectiveness of existing controls, identify gaps, and recommend improvements to mitigate risks and enhance the firm's risk posture
* Analyze complex situations, provide advice on risk management strategies, and support the implementation of risk mitigation measures
* Collaborate directly with the External Auditors on the scoping and execution of all IT components of the SOX program, including the evolution of compliance requirements based on PCAOB or firm mandates
* Drive initiatives to improve the SOX program and promote efficiencies, improving governance and structure for audit processes and deliverable
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on risk identification, assessment, and mitigation
* Experience in risk identification, assessment, and control evaluation, with a strong understanding of industry standards
* Demonstrated ability to analyze complex issues, develop and implement risk mitigation strategies, and communicate effectively with senior stakeholders
* Proficient knowledge of risk management frameworks, regulations, and industry best practices
* Strong understanding of the Sarbanes-Oxley Act, the 2013 COSO framework, NIST, COBIT, SOC, DCAM, and SEC guidance for management's assessment of internal controls over financial reporting
* Demonstrated ability to apply IT-related knowledge and experience in solving compliance issues
Preferred qualifications, capabilities, and ...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:26
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The Tax Smart Strategies team within Customized Managed Account Solutions is part of J.P.
Morgan Asset Management (JPMAM), and manages $25B in AUM in active and index tax aware / direct-indexing strategies.
Job summary:
As a Portfolio Manager - Associate, on the Tax Smart Strategy Portfolio Management team you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.
Job responsibilities:
* Assist with daily portfolio management for direct indexing and tax aware SMA portfolios
* Manage ongoing oversight of portfolio and strategy level performance and attribution
* Translating research into actionable and investable systematic investment processes and portfolios
* Partnering with technology, quant, product and client teams to design, build and improve scalable investment platforms
Required qualifications, skills and capabilities:
* 2-5 years of full-time relevant work experience
* Detail oriented and process driven
* Strong data analysis and excel skills
* Experience using portfolio optimizers and risk models
* Experience with tax optimization preferred
* Familiarity with separately managed accounts
* Familiarity with index methodologies
Preferred qualifications, skills and capabilities:
* Python/SQL experience desirable
* Python/SQL experience desirable
* Progress towards MBA, CFA and/or equivalent desirable
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, in...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:25
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Are you ready to make a significant impact in the world of commercial loans? Join us and be part of a dynamic team that supports Fortune 500 companies in achieving their financial goals.
This role offers career growth, skill development, and the opportunity to work with industry leaders.
As a Commercial Loan Closing Associate in Deal Set Up and Funding, you will play a crucial role in facilitating syndicated loans.
You will collaborate with various teams to ensure accurate processing and seamless deal closing, contributing to our firm's success and client satisfaction.
Your work will directly impact our clients' financial achievements and enhance our team's reputation for excellence.
In this role, you will be part of a team that values effective communication and partnership.
You will work closely with the front office, legal, transaction coordinators, and account servicing teams to deliver a first-class client experience.
Your contributions will help maintain our high standards and support the financial growth of major corporations.
Job Responsibilities
* Initiate collaboration across multiple teams to effectively interpret loan documentation for accurate processing of new deals
* Own coordination of principal and fee-related closing payments
* Maintain accountability for gathering all required documentation prior to deal closing while working with Transaction Coordinators and other partners
* Actively manage and prioritize a pipeline of assigned transactions
* Govern and reconcile exception reports related to recently closed transactions
* Analyze amendments made to existing agreements and/or deal structure characteristics and effectively communicate the changes to account managers
* Consistently provide accurate data while maintaining a low quality control error rate
Required Qualifications, Capabilities, and Skills
* 3 or more years of commercial loan operations experience, including reading and interpreting loan documentation
* Excellent oral and written communications skills
* Strong interpersonal & client contact and communications skills
* Solid working knowledge of Microsoft Office applications (i.e.
Excel, Word and PowerPoint)
* Effective time management, organization and prioritization skills
* Ability to work independently within a team environment
* Strong analytical, problem solving and proven decision-making skills
* Self-motivated with a team-oriented mindset
* Strong organizational skills with the ability to effectively prioritize
Preferred Qualifications, Capabilities, and Skills
* Syndicated Loan experience
* LOAN IQ experience
Required or Additional Information
* Visa sponsorship is not available for this position.
* Work schedules will vary within a full-time, 40-hour per week schedule.
* You must be willing to work during our operating hours, which may include evenings, weekends, and holidays.
* Specific info...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:25
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Treasury & Chief Investment office, Corporate technology team, you will be supporting Front office and Middle office group and an integral part of an agile team that works to enhance , build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications
Job Responsibilities
* Manage the Trade Execution Platform that supports Portfolio Managers and Operations team
* Ensure the resiliency and security aspects of the Trade Execution Platform
* Manage projects and programs in collaboration with diverse stakeholders
* Collaborate directly with Product Owner and Portfolio Managers to deliver solutions for diverse needs and drives decisions that influence the product design, application functionality, and technical operations and processes
* 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, equity, inclusion, and respect
* Develops secure and high-quality production code, and reviews and debugs code written by others
Required qualifications, capabilities, and skills
* Formal training or certification on Software Engineering concepts and 5+ years applied experience
* Experience in overseeing projects and programs from conception to completion, ensuring timelines and objectives are met.
* Strong verbal and written communication to convey ideas, provide feedback and engage with stakeholders.
* Advanced in Python programming and experience with data analysis tools like Pandas , NumPy for large dataset analysis.
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Strong cloud native experience
* Proven ability to lead and inspire a team, with strong decision-making and problem-solving skills
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Experience in organization management or leadership roles
* Application owner experience
* Advanced knowledge of software applications with artificial intelligence, machine learning
* Investment Banking products experience mainly with fixed income and derivatives preferably with Quantitative Modeling skills
JPMorganChase, one of the oldest f...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:24
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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: Burien, US-WA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:23
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Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike.
Our clients face an infinite set of portfolio building challenges.
We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities.
These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals.
Job Responsibilities
* Partner with internal and external Client Advisors to generate revenue growth and client retention, including:
* Prospect, close business, build relationships and promote JPMorgan mutual funds
* Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services
* Create client presentations; develop prep and follow up materials for client meetings
* Assist Financial Advisors with JPMorgan Funds web site questions
* Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes
* Create proposals and illustrative models for key sales representatives as needed
* Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes.
Required Qualifications, Skills, and Capabilities
* 4-year degree (BA/BS)
* 2+ years of financial services experience preferred, including strong knowledge of: JPMorgan Funds' products and services, and all aspects of the distribution channels through which they are sold
* Specialized knowledge of JPMorgan's Insights programs - i.e.
Guide to the Markets, Guide to Retirement and Portfolio Insights
* Able to communicate effectively (verbal and written) with a wide variety of stakeholders - e.g.
external and internal partners
* Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environment
* Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment
* Intermediate to advanced computer skills - e.g.
Salesforce, Microsoft Suite
* FINRA/NASAA licenses - Series 7; Series 63
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, commer...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:23
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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: Bainbridge Island, US-WA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:22
