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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
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 and today we are a leader in...
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Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:49
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Waco, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:49
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Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country.
As a Client Success Officer within the Commercial Bank, you will serve as a key liaison for Commercial Bank clients.
This role will work closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented.
The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion.
The Client Success Officer will be a critical partner for Commercial Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
Job Responsibilities
* Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities
* Manage/resolve client escalations and issues
* Help the coordination and project management of product implementations and service related needs
* Assist in relationship review documents, visualizations from data sets
* Maintain ongoing relationship management routines
* Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc.
* Work with Risk partners for certain elements of risk management including fraud prevention.
* Help coordinate and facilitate RFPs responses and participate in RFPs where applicable
* Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model
* Address and coordinate the set-up, invoice and billing for treasury and cash management products
* Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals
Required qualifications, capabilities and skills
* Bachelor's degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
* Comprehensive knowledge of Treasury Products and Services
* Proven client interaction skills to calibrate & manage client expectations
* Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
* Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, mercha...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:48
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Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings with the right pricing and positioning.
As a Market and Product Strategy Manager in the Commercial Bank, you will be responsible for understanding what our Innovation Economy & Fintech clients need and why across the complex payments ecosystem, and ensure the right solutions are delivered at the right time.
Job responsibilities
* Analyze and quantify core payment flows within the Innovation Economy & Fintech segments, identifying distinct requirements for each segment to inform tailored solutions.
* Drive market research and gather competitive intelligence via client engagements, round tables and industry events, to influence Product strategy.
* Develop robust business cases and total addressable market (TAM) analyses, leveraging ideal client profiles to prioritize opportunities based on ROI and strategic impact.
* Design and structure innovative solutions and pricing strategies aligned with market needs to accelerate revenue generation and minimize service-related inquiries.
* Partner closely with sales, client solution specialists (CSS), and market readiness teams to coordinate sales activities and drive successful commercialization of our products.
* Proactively communicate market-specific developments and changes to internal stakeholders, ensuring alignment and responsiveness across the organization.
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise supporting Innovation Economy & Fintech clients in Sales or Product
* Extensive experience in treasury services with strong understanding of the Payments ecosystem
* Ability to synthesize quantitative data and qualitative voice-of-customer (VoC) signals into actionable insights
* Demonstrated prior experience influencing cross-functional partners to deliver value at scale
* Ability to communicate effectively with senior executive-level leaders
* Ability to negotiate, influence, and collaborate to build successful relationships
* Strong critical thinking and problem solving skills
Preferred qualifications, capabilities, and skills
* Proficiency in Microsoft Word, Excel, and PowerPoint
* Advanced analytical skills such as SQL, Python, Sigma, etc.
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 and today we are a leader in investment banking, consumer and sma...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:47
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Fresno, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:46
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:45
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
...
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Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:45
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Have a keen eye for financial analysis and strategic thinking? Let's transform your financial strategies into impactful results.
As a Finance & Business Management HR Associate within our global HR community, you will be responsible for creating and promoting analytics and reporting for the head of HR and HR CFO agenda.
You will contribute to firmwide projects that promote efficiencies across the HR organization and conduct deep dive analyses on key issues impacting business to determine root cause and propose solutions.
You will also partner with Business Management and finance teams to develop insightful reporting, focusing on promoters, and understanding context and developing opinion on next steps.
Job responsibilities:
* Help create and drive analytics and reporting for head of HR and HR CFO agenda
* Create, maintain and review financial models and analyses (both recurring and ad-hoc)
* Contribute to firmwide projects that drive efficiencies across the HR organization
* Conduct \"deep dive\" analyses on key issues impacting business to determine root cause and propose solutions
* Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
* Being obsessed with data quality
* Develop structure and strategy across the firmwide HR hierarchy
* Understanding different sources used for all reporting (finance and non-finance) and developing a consistent approach
* Partner with Business Management and finance teams to develop insightful reporting, focusing on drivers, and understanding context and developing opinion on next steps
* Collaborate with business partners across firmwide HR to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
Required qualifications, capabilities, and skills:
* BA/BS in Finance, Economics, Accounting or Corporate Finance, 4+ years of relevant experience, in financial services
* Understands financial P&Ls
* Experience in corporate financial analytics / understanding of key drivers
* Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
* Excellent oral & written communication and relationship management skills
* Strong technical and analytical skills, including Excel, PowerPoint
* Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
* Sound judgment, professional maturity, personal integrity, and strong work ethic
* Proactive and results-oriented, ability to manage multiple tasks simultaneously and meet deadlines
* The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
Preferred qualif...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:44
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At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice.
You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines.
With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
Job responsibilities
* Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
* Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
* Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services.
This includesregularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
* Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
* Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
* Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
* Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
* Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
* Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
Required qualifications, capabilities, and skills
* Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
* Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
* Maintain a high-net-worth referral n...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:43
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You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management.
You have found the right team.
As a Payments Sales Manager (PSM) on the Asset Managers Team within the Financial Institutions Group, you will be expected to sell products with value to the firm (goal will vary by position) as well as build a strong pipeline.
In order to achieve the sales goal, each PSM is expected to execute a comprehensive selling strategy in conjunction with Product and the Banking coverage officers.
You will also be required to collaborate with client service, operations, technology, risk, credit, legal in order to optimize delivery.
You will also be responsible for actively gaining 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 JPMorgan and solutions optimally.
Job responsibilities
* Develop new business from clients within our Asset Managers segment
* Understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JPMorgan Payments via appropriate solution(s); traditional cash management, FX, International payments, liquidity
* Manage client visitation and contact; promoting sales through frequent client meetings and discussions covering new products, market and industry developments
* Develop and enhance in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risk
* Work closely with the coverage team to guide efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JPMorgan lines of business
* Engage JPMorgan Payments Solutions, bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client focused framework
* Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
Required qualifications, capabilities, and skills
* Strong experience selling cash management products, knowledge of such products (7+ industry experience)
* Clear command of competitors' products, strategies and value propositions
* Proficiency in identifying and capitalizing supplemental sales opportunities
* Demonstrated ability to position and close new business
* Ability to assist in the design, sale and delivery of value-added services
* Competence in assessing new opportunities/prospecting, contacting key decision makers
* Comprehension of customer's industries, business needs and potential solutions
* Demonstrated leader thr...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:43
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Leverage your problem-solving skills to thrive in a fast-paced environment and drive customer-centric strategies.
As a leader in solutioning, collaborate closely with the Sales teams to deliver tailor-made product solutions that meet clients' needs.
As a Product Solutions Manager in Emerging Payment Rails, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales.
You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams.
Job responsibilities
* Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives
* Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends
* Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
* Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products
* Subject matter expertise within the Emerging Payment Rail (Real Time Payments, Disbursements to Debit Card, Zelle, PayPal & Venmo, Prepaid Card, and Pay by Bank) with the ability to translate scheme rules and client needs into implementable designs
* Proven ability to build and sustain trusted relationships with Payment Sales Managers, Product Owners, and client stakeholders to drive alignment, adoption and decision making
* Communicate complex concepts clearly and confidently to technical and non-technical audiences with strong presentation and communication skills
* Extensive experience working in a sales cycle and engaging with clients on a regular basis
* Experience modifying preconfigured solutions to meet complex problems
* Demonstrated prior experience working in a highly matrixed and complex organization
Preferred qualifications, capabilities, and skills
* Experience in leveraging a robust internal and client network to anticipate needs, remove blockers, and sustain momentum from pre-sales through post-launch
* Involvement in payments, liquidity, acquiring, and/or treasury products
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 ...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:42
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorganChase within the Consumer & Community Bank - CAMP Technology Team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Converts complex business needs into clear technical requirements using effective requirement gathering and industry-standard tools
* Develops systems that are flexible, reusable, and easy to maintain
* Resolves technical challenges as they arise during development
* Manages technical implementation to ensure projects are completed efficiently and within budget
* Works collaboratively with production support and development teams to assist end users and address defects, including providing emergency support when necessary
* Coordinates with partner teams in development, testing, and support to deliver integrated solutions.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) - PEGA, Java, J2E, Spring Boot Framework, AWS
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* In-depth knowledge of the financial services industry and their IT systems
* Hands on experience debuging spring boot microservice applications, and system performance monitoring / optimization
* Practical cloud nat...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:41
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Duties: Write and optimize queries to extract and transform product and customer data.
Design and execute A/B tests to assess the impact of product features and guide decision-making through experimentation.
Build and maintain dashboards to provide visibility into KPIs, customer behavior, and product performance across teams.
Conduct data analysis to support exploratory analyses and hypothesis validation.
Develop and deliver data-driven presentations to communicate technical concepts for business and technical audiences.
Collaborate with product managers and cross-functional teams to influence roadmaps and prioritize features based on user data and ROI.
Improve internal analytics workflows and support the adoption of data tools to streamline reporting and foster a data-driven culture.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Business Analytics, Data Science, or related field of study plus 2 years (24 months) of experience in the job offered or as Quant Analytics Associate, Associate Strategic Analytics, Business Analyst, or related occupation.
The employer will alternatively accept a Bachelor's degree in Business Analytics, Data Science, or related field of study plus 5 years (60 months) of experience in the job offered or as Quant Analytics Associate, Associate Strategic Analytics, Business Analyst, or related occupation.
Skills Required: This position requires experience with the following: Writing and optimizing SQL queries to extract and transform product and customer data; Building and maintaining Tableau dashboards to provide visibility into KPIs, customer behavior, and product performance across teams; Conducting data analysis in Python using pandas and NumPy to support exploratory analyses and hypothesis validation; Developing and delivering data-driven presentations for business and technical audiences; Collaborating with product managers and cross-functional teams to influence roadmaps and prioritizing features based on user data and ROI; Improving internal analytics workflows and supporting the adoption of data tools to streamline reporting; Designing and executing A/B tests to assess the impact of product features and guide decision-making through statistically sound experimentation.
Job Location: 8181 Communications Pkwy, Plano, TX 75024.
Full-Time.
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, pa...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:41
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Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area? Join our team and take your career to the next level!
As a Vice President Project Manager within the Client Tax Operations team, you will play a crucial role within Client Tax Operations and be responsible for leading regulatory & strategic tax programs, driving programs end to end-translating complex tax rules into actionable roadmaps, modernizing processes and controls, and ensuring accurate withholding, documentation, and reporting.
You will be responsible for driving cross-functional execution, rigorous governance, data quality, and on-time, audit-ready delivery.
Job Responsibilities
* Lead end-to-end delivery of tax operations initiatives (scoping, roadmap, budget, governance), driving on-time, in-scope, and within-budget outcomes.
* Create and maintain a detailed, dependency-driven project plan (scope, milestones, critical path, resources, budget), updating RAID and delivery metrics to keep execution on track.
* Chair project working group calls: set agenda, drive decisions, capture minutes and owners with due dates, track actions and risks, and escalate issues to governance as needed.
* Design and implement target operating models and process re-engineering, embedding controls, SLAs, and KPIs to ensure accurate withholding, documentation, and reporting.
* Proactively manage risks, issues, and dependencies (RAID), enforce change control, maintain audit/ICFR evidence, and ensure regulatory and policy compliance readiness.
* Drive stakeholder communications and change management: prepare steering materials and status reports, ensure SOPs are developed.
Required qualifications, capabilities, and skills
* Bachelor's degree in Business Administration, Finance, Accounting, or related field
* Minimum of 5 years of experience in Project Management within the financial services industry, focusing on tax operations
* Proven track record of delivering complex business solutions
* Robust understanding of tax operations, regulatory requirements, and industry best practices
* Exceptional communication and interpersonal skills
* Ability to think strategically and drive results in a fast-paced, dynamic environment
Preferred qualifications, capabilities and skills
* Advanced degree MBA or advanced degree preferred
* Strong Knowledge of US Tax Withholding & Reporting Requirements - FATCA, NRA, Backup, 1099, 1042S
Please note this role is not eligible for employer immigration sponsorship.
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, c...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:40
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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 Investment Associate in J.P.
Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors.
Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness.
You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships.
Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements.
You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCT...
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Type: Permanent Location: West Harrison, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:40
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Join our collaborative environment, where you'll contribute to our strategy and make an impact on product success.
Grow your skills, participate in product planning, and define user workflows while working alongside experienced product managers.
Don't miss this opportunity to be part of a dynamic team and promote innovation in customer experiences.
As a Product Associate in Employee Voice , you play a crucial role in supporting the product development process and contributing to the discovery of innovative solutions that address customer needs.
Working closely with the product management team and cross-functional partners, you contribute your skills and insights to help ensure the success of our product offerings.
As a valued member of the team, you have the opportunity to learn and grow in a dynamic and fast-paced environment, making a tangible impact on our products and customer experiences.
You will partner with numerous stakeholders within the firm, as well as with vendors, in the design, implementation, and ongoing administration of surveys and other related listening projects.
This role will be critical in supporting efforts for the firmwide Employee Opinion Survey and other lifecycle surveys, including candidate experience and new employee experience surveys.
This person will take an active role in interpreting and communicating survey results across the firm and in developing insights about the firm's culture and management practices.
Job responsibilities
* Supports the development of our product strategy and roadmap
* Participates in product planning sessions, contributes ideas and insights, and assists in the execution of product initiatives, ensuring timely and successful product launches
* Collaborates with the product manager to engage stakeholders and define user workflows, requirements, stories, and customer value
* Support the implementation of the firmwide Employee Opinion Survey (EOS) and other surveys within the listening strategy
* Partner with Centers of Excellence (COEs) to use existing employee research and to develop new tools/surveys to support their data and information needs
* Serve as subject matter expert/consultant on survey content, administration and analysis/reporting for surveys being conducted across the firm while identifying opportunities for leveraging survey and other research to find insights on firmwide culture and practices
* Ensure all appropriate data privacy, security and controls requirements are incorporated into all survey processes
* Interpret employee survey and research data, seeking insights to raise to leadership teams and Centers of Excellence (COEs)
* Prepare executive presentations highlighting insights for business leaders
* Partner with the HR CDAO function to maximize the use of the employee data and with other firmwide groups like Communications, Workforce Technology, Data Privacy, DOI as needed
* Work with the HR Advisory comm...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:39
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Employee Voice , you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Writes the requirements, epics, and user stories to support product development
* Support the implementation of the firmwide Employee Opinion Survey (EOS) and other surveys within the listening strategy
* Partner with Centers of Excellence (COEs) to use existing employee research and to develop new tools/surveys to support their data and information needs
* Serve as subject matter expert/consultant on survey content, administration and analysis/reporting for surveys being conducted across the firm
* Identify opportunities for leveraging survey and other research to find insights on firmwide culture and practices
* Ensure all appropriate data privacy, security and controls requirements are incorporated into all survey processes
* Interpret employee survey and research data, seeking insights to raise to leadership teams and Centers of Excellence (COEs)
* Prepare executive presentations highlighting insights for business leaders
* Partner with the HR CDAO function to maximize the use of the employee data and with other firmwide groups like Communications, Workforce Technology, Data Privacy, DOI as needed
* Work with the HR Advisory community to ensure they are equipped to work with their clients to understand employee data
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
* Knowledge of research methods and prior experience creating and administering measurement tools, such as surveys
* Demonstrated ability to manage and manipulate large data sets in Excel is required
* Ability to identify and communicate critical insights through appealing data-driven visualizations (PowerPoint)
* Proficiency in at least one statistical analysis tool (e.g., R, Python)
* Strong analytical, problem solving and project management skills
* ...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:38
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As the Program Manager within the HR CDAO Workforce Insights Team, you will lead the execution of multiple data transformation programs.
You will orchestrate delivery across various agile workstreams, ensuring alignment with strategic priorities and fostering collaboration among HR, Finance, Tech, Data, Product, and Design teams.
Your role involves coordinating delivery to meet milestones, managing dependencies, and developing detailed program plans to track progress and resolve issues proactively.
You will facilitate regular meetings to ensure accountability and transparency, analyze success metrics and workforce data to inform decision-making, and craft compelling presentations for senior leadership using strong PowerPoint and data visualization skills.
Additionally, you will promote the program roadmap forward, anticipate future talent implications, and support change management efforts for new processes and solutions.
Championing agile principles, you will facilitate sprint planning, prioritize backlogs, and coordinate agile working groups to remove blockers and maintain focus on outcomes.
You will work across the quad to promote the adoption of integrated solutions and oversee enhancements to critical workstream processes.
Managing relationships and communications with stakeholders across HR, Finance, and leadership teams is also a key responsibility, ensuring engagement and information flow at each stage.
Job responsibilities
* Lead and coordinate delivery across multiple agile workstreams, ensuring milestones are met and dependencies are managed.
* Develop, maintain, and execute detailed program plans, tracking progress and helping the program lead to proactively resolve issues.
* Facilitate regular meetings to drive accountability and transparency.
* Analyze success metrics and workforce data to assess impact and inform decision-making.
* Leverage insights to craft compelling presentations and narratives for senior leadership, leveraging strong PowerPoint and data visualization skills.
* Help drive the program roadmap forward, anticipating future talent implications and evolving business priorities, and support change management efforts to ensure adoption of new processes and solutions.
* Champion agile principles and practices within each program, facilitating sprint planning and backlog prioritization, and act as a central point of coordination for agile working groups, helping teams remove blockers and stay focused on outcomes.
* Work across the quad (Tech, Data, Product, Design) to drive adoption of integrated solutions and operating models, and oversee delivery of enhancements to all critical workstream processes.
* Manage relationships and communications with stakeholders across HR, Finance, and leadership teams, ensuring the right people are informed and engaged at each stage.
Required qualifications, capabilities, and skills
* Bachelor's degree required.
* 3+ years of p...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:38
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DESCRIPTION:
Duties: Lead the design, development, and maintenance of scalable web applications, ensuring robust backend architecture and dynamic user interfaces to enhance engagement and outcomes.
Oversee backend and frontend integration for seamless user experiences across platforms.
Manage cloud-based application deployment, optimizing for availability, performance, and scalability.
Automate infrastructure provisioning with infrastructure as code for efficient deployment processes.
Architect and maintain cloud-based data storage solutions, ensuring data integrity, accessibility, and security.
Spearhead the full software development lifecycle, from concept to deployment, ensuring timely delivery and quality.
Drive innovation by implementing new technologies and methodologies, enhancing development processes and performance.
Cultivate strong stakeholder relationships, aligning on goals and delivering solutions that exceed expectations.
Champion best practices in software development, fostering continuous improvement and excellence.
Mentor junior developers, providing support for professional growth.
Lead third-party service and API integration, expanding functionality and value.
Design and implement CI/CD pipelines for rapid deployment of features and updates.
Conduct performance tuning, analyzing metrics to enhance efficiency and responsiveness.
Implement caching, load balancing, and optimization techniques to improve speed and reduce latency.
Collaborate with teams to resolve performance bottlenecks, ensuring high-quality applications.
Advocate for user-centric design, creating intuitive interfaces that enhance satisfaction.
Ensure solutions adhere to security and compliance standards, conducting audits to protect data integrity.
Lead disaster recovery planning for business continuity.
Develop and maintain documentation for transparency and knowledge sharing.
Engage in proactive problem-solving, identifying challenges early and devising strategic solutions.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Computer Engineering, Computer Science, or related field of study plus five (5) years of experience in the job offered or as Software Engineer, Technology Lead, Application Engineer, Systems Engineer, or related occupation.
Skills Required: This position requires experience with the following: utilizing Java programming to develop robust backend solutions with Spring Boot for high-performance, scalable applications; building dynamic, responsive interfaces with ReactJS to enhance user engagement; working with AWS to deploy and optimize applications using services including DynamoDB and S3 for scalability; utilizing Terraform for efficient, reliable infrastructure provisioning and management; working with cloud-based databases including Amazon RDS DBS and Amazon DynamoDB; utilizing data lakes and Snowflake for data warehousing to drive data-driven decision-making; leading the software development lifecycle ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:37
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DESCRIPTION:
Duties: Create and manage advanced visualization dashboards for each group to effectively monitor product usage, ensuring data accuracy and accessibility for stakeholders.
Collaborate with partners in Operations Servicing, Machine Learning, Intelligent Operations Product, and Customer Experience to deliver actionable data-driven insights that support strategic decision-making, prioritize the product roadmap, drive cost savings, improve process efficiencies, and enhance customer satisfaction.
Lead analytics initiatives across Consumer and Community Banking (CCB) and beyond as the product expands into non-CCB areas.
Generate multi-million- dollar savings through comprehensive deep-dive analyses employing statistical techniques and advanced methodologies to understand the operational landscape.
Conduct independent, in-depth analysis of large, detailed session-level datasets.
Formulate and test hypotheses, research user behavior, derive meaningful insights, and effectively communicate findings through data visualizations to senior stakeholders.
Analyze the complete journey of customers and servicing agents from both the operational and customer experience perspective.
Provide expert data-driven consultation on automation opportunities to optimize efficiency and enhance service delivery.
Perform detailed cost-benefit analysis of the product, providing insightful analysis to highlight key areas of impact and inform strategic decisions.
Design and execute robust A/B testing to measure product effectiveness.
Support finance teams in budgeting and strategic planning by providing data- backed recommendations.
Develop efficient ETL data pipelines and create multiple daily reports and process controls using SQL, Alteryx, and Tableau.
Support machine learning product usage and line of business operations with accurate and timely data.
Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables.
Ensure alignment with overall business goals and strategic initiatives.
Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Business Analytics, Data Science, Finance, Business Administration, or related field of study plus 2 years of experience in the job offered or as Data Scientist, Market Research Analyst, Global Business Services Learning and Development Co- op, or related occupation.
The employer will alternatively accept a Bachelor's degree in Business Analytics, Data Science, Finance, Business Administration, or related field of study plus 5 years of experience in the job offered or as Data Scientist, Market Research Analyst, Global Business Services Learning and Development Co- op, or related occupation.
Skills Required: This position requires t...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:36
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Flowood, US-MS
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:36
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Falmouth, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:35
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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: East Meadow, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:35
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Stoughton, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:34
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Description
Join a dynamic team at the forefront of digital transformation in Banking Payments, where your passion for driving change will help shape the future of product delivery.
As an Agility Senior Associate, you'll have the opportunity to influence how teams collaborate, innovate, and achieve their goals in a fast-paced, evolving environment.
If you thrive on empowering others and making a measurable impact, this role offers the perfect platform to elevate your career.
As an Agility Senior Associate in Banking Payments, you will play a crucial role in supporting teams through the product development lifecycle.
You will work primarily with developers and product analysts facilitating group discussions and decision-making processes.
Ensure a collaborative and inclusive environment that fosters continuous improvement and adaptability.
Drive team-level ways of working to enable greater productivity and efficiency by collaborating primarily with developers and product analysts.
Job responsibilities
* Foster a culture of collaboration, innovation, and excellence by guiding development teams in adopting agile practices and ensuring priority work is refined and ready for upcoming sprints.
* Ensure the team always has enough priority work that is refined and ready to work on over the next 2-3 sprints (avoids team building un-defined/under-defined work, leading to rework)
* Track and manage team-level dependencies for the current and upcoming sprints so the team can stay focused on delivery
* Sustain team tools and standards by ensuring data hygiene, proper processes, and controls; prepare end-of-sprint demo materials for review with Product leaders; and measure and enable agility outcomes using CCB-defined metrics to drive continuous improvement.
* Capture and drive team improvement actions each sprint to promote speed, efficiency, and collaboration by streamlining workflows and removing obstacles.
* Enhance team collaboration and development by facilitating retrospectives, planning sessions, and creating plans for learning and delivery practice training.
* Drive and enable key scrum cadences-including Sprint Planning, Daily Stand Up, Backlog Refinement, Sprint Review, and Sprint Retrospective-tailored to team maturity, while also leading preparation, collaboration, and follow-up actions for Product-wide quarterly planning in partnership with the PAL to enhance team practices, efficiency, and alignment.
* Guide and support teams through the product development lifecycle by applying agile principles and practices, providing training and mentorship, and fostering a positive, inclusive environment through group discussions and collaborative activities.
* Ensure team delivery data is maintained at high quality in Jira and that core agility metrics (Backlog Health, Churn, Velocity, Say vs.
Do) are continuously targeted and improved.
* Prioritize tasks, manage resources, and maintain open communicati...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:33
