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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Greenville, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:47
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Argyle, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:47
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Katy, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:46
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to 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: Pittsboro, US-NC
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:45
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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: Kingston, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:44
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The CCAR and Capital team, within Firmwide Regulatory Reporting & Analysis, is responsible for the following reports: FR Y-14M, FR Y-14Q, FRY-14A, as well as a few other capital regulatory filings.
Our team works closely with other JPMorgan Chase functions, including but not limited to Controllers, Line of Business Planning and Analysis, Risk functions, Capital Management and Stress Testing, Technology Partners and various Policy groups.
FR Y-14A reporting series collects the firm's financials and metrics forecast under different stress scenarios.
Financials collected are utilized by Supervisory agencies to assist in determining the Firm's capital adequacy.
As a CCAR Y-14 Reporting & Analysis - Senior Associate within the Firmwide Regulatory Reporting & Analysis team, you will be an integral part of the end-to-end production and analysis of FR Y-14A reporting
Job responsibilities:
* Support and coordinate multiple aspects of FR Y 14A reporting process, and internal quarterly capital stress testing and risk appetite reporting processes
* Collect, consolidate, and analyze the stress testing results, including the Income Statement, Balance Sheet, Capital, and Risk weighted assets (RWA)
* Understanding the regulatory reporting requirements and the associated complex financial/accounting calculations
* Ensuring compliance with regulatory reporting control and governance framework
* Oversee the review and maintenance of the regulatory reporting requirement's input templates, calculation rules\\logics within the technology solutions in partnership with technology teams
* Improve and transform reporting processes by adopting data transformation tools such as Alteryx or Python, and querying and visualization tools such as SQL or Tableau
* Ensure timely execution of ad-hoc requests from senior management, audit, other functions, and regulatory agencies
* Preparing and reviewing supporting documentation on processes, methodologies, and the control environment
* Establishing and managing relationships, partnerships, and dialogue with a variety of stakeholders in a highly matrixed organization
Required qualifications, capabilities, and skills:
* 4+ years in a banking organization with exposure to regulatory reporting, financial statements analysis, and financial products
* Experience in either of Capital related Regulatory Reporting, Planning & Analysis (Line of Business/Firmwide P&A), Product Controller, and Legal Entity controller
* Strong analytical skills and ability to work with large quantities of financial data to pull trends and insights and identify any anomalies
* Strong technical skills and agility to learn new technology.
Experience around data transformation tools such as Alteryx or Python, and querying and visualization tools such as SQL or Tableau
* Very strong communications skills, written and verbal and partnership building skills- for effective communications with ...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:43
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Join our compensation team to drive compensation strategy and execution for select clients!
As a Compensation Vice President within JPMorganChase, you will be a strategic solutions provider and expert advisor to the business and HR business advisors; combining in-depth knowledge of compensation principles, understanding of the business needs and market landscape, and associated detailed analyses/models.
Job Responsibilities
* Support and advise on compensation related activities, including new hire offers, promotions, transfers, budget allocation/forecasting and top talent retention
* Develop a comprehensive understanding of business challenges and priorities; effectively analyze issues, determine root causes, propose and communicate solutions
* Performing complex analyses and presenting findings to senior management
* Provide clear advice and recommendations to help partners make informed
* and sound comp-related decisions; influence toward compensation best practices
* Align with HR business advisors to identify opportunities, improve existing compensation programs, policies and processes
* Continually assessing market conditions and pay practices to ensure competitiveness of compensation plans and programs
* Translating regulatory and policy governance/requirements into clear guidance for clients
* Actively participate in firm wide projects involving compensation, including but not limited to policy reviews, changes in compensation practices, and systems development
Required qualifications, capabilities, and skills:
* 6+ years relative HR/Compensation or Finance experience, with strong analytical and data/information management skills
* Self-starter who is comfortable with a fast-paced and dynamic environment
* High level of proficiency with Microsoft applications; advanced understanding of Excel is critical
* Proven consulting skills; ability to drive business goals through HR / Compensation strategies and can be innovative and creative
* Strong interpersonal and communication skills
* Ability to work collaboratively and cultivate strong partnerships with HR partners, business clients, and colleagues
* Well-developed analytical skills; strong planning and project management skills
* Strong technical orientation, including ability to create presentations and analyses to convey complex concepts to senior leaders
* Ability to execute and sustain operational excellence and controls
Preferred qualifications, capabilities, and skills
* Experience with Business Objects is preferred
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 busines...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:43
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Our Global Alternatives Investment Solutions (GAIS) business is seeking an experienced specialist to grow its private credit business across primary fund investments, secondary transactions and co-investments.
The candidate will source, underwrite and execute transactions across these three areas.
This is an exciting opportunity to build out GAIS's dedicated private credit strategy and business.
Job Responsibilities:
* Originate and underwrite a wide variety of private credit opportunities to identify attractive investment opportunities
* Carry out detailed trade and fund level due diligence leading to actionable investments
* Manage deal execution with team members, advisors, and transaction counterparties
* Assist in portfolio management and running of both closed-end and evergreen funds
* Meet with potential and current investors to explain our private credit strategy and provide updates
Required Qualifications, Capabilities and Skills:
* 6-10 years+ of investment industry experience with a strong underwriting background across either corporate or structured credit
* Knowledge of private investments, ideally across multiple collateral types
* Work with internal and external stakeholders within all aspects of private credit business
* Lead private credit project management efforts across multiple concurrent processes
* Bachelor's degree
* Lead and mentor junior staff
* Able to collaborate, problem solve and bring parties together when needed but also work independently
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 diversi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:42
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Job Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any othe...
....Read more...
Type: Permanent Location: Eastchester, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:41
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Working at 55ip means standing at the intersection of finance and technology-and at the cutting edge of wealth management.
We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.
Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation.
Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P.
Morgan, we've experienced breakthrough growth over the last year.
Today, over 300 financial advisor firms with $300 billion in assets (and counting) are using 55ip.
As the Portfolio Implementation & Oversight Associate within the Platform Management and Strategy Team, you will be responsible for the day-to-day oversight of 55ip's portfolio implementation platform, focusing on client portfolio investment and tax outcomes.
You will collaborate with various functional teams, external partners, and clients, acting as a subject matter expert to support ad-hoc analyses, new product development, and strategic initiatives.
Job Responsibilities
* Analyze and review client portfolio trade orders, ensuring alignment with intended investment and tax outcomes.
* Produce, analyze, and support presentation of periodic platform-level portfolio oversight reporting
* Conduct ad-hoc client and internal analyses related to client portfolio investment and/or tax-management outcomes.
* Develop a practical expertise of 55ip's tech-enabled portfolio implementation and tax management capabilities and be able to provide support and develop solutions for internal teams, external partners, and clients.
* Partnering internally across Quantitative R&D, Product, Tech, Ops, and Client Facing teams.
* Support the error correction process, providing analysis and oversight of error remediation action.
Required qualifications, capabilities and skills
* Bachelor's degree in finance or economics
* 3+ years of experience in an Investment and/or Wealth Management environment, particularly with a focus on client portfolio implementation, investment oversight/governance, and/or wealth management platform/tech experience
* Passion for financial markets and technology in the asset and wealth management industry
* Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing
* Knowledge of basic statistics and quantitative analysis method, strong Excel skills
* Strong data analysis and visualization skills
* Excellent verbal and written communication skills
* Strong attention to detail with the ability to conceptualize and learn complex financial data
* Ability to manage multiple projects and work well under pressure while handling large workloads and short timelines
* Ability to work cooperatively and collaboratively with all levels of emp...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:40
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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 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: Tukwila, US-WA
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:40
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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 Commercial & Investment Bank in Electronic Trading Technology, 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.
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
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Doing core development and delivery of KDB based systems, including framework development.
* Leads team members via book of work management.
Improve team through SDLC, testing and continuous improvement of coding standards.
* Develops scalable real-time processing solutions using agile methodology.
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) KDB, Q language
* Proficiency in automation and continuous delivery methods.
Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Development lead and mentoring experience: requirements capture, task decomposition, time and effort estimation, delivery planning, testing, user acceptance testing.
* Deep understanding of KDB technology and Q language.
Solid professional experience using KDB.
* Deep understanding of KDB+tick design and data organization, performance implications of different approaches.
* Practical experience developing/running large datasets and optimizing query performance.
* Practical experience scaling and load-balancing of KDB applications.
Practical experience building resilient and high-availability KDB applications.Advanced knowledge of software...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:39
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Are you someone who has an interest in Financial Analysis and Management and is looking to grow your career working in a globally diverse organization? JP.
Morgan Asset and Wealth Management Finance and Business Management has a new opening for a Financial Manager based in Plano, TX.
This position will report directly to the head of planning & analysis for Asset and Wealth Management Technology & Data.
Asset and Wealth Management Data & Analytics Finance is an integral part of a larger Finance and Business Management organization that supports the Chief Data Officer, Artificial Intelligence/Machine Learning initiatives and respective organization within the Asset and Wealth Management Line of Business at JPMorgan Chase & Co.
As a Financial Analysis Senior Associate within the Asset and Wealth Management Finance & Business Management team, you play a crucial role in strategically managing capital, promoting growth and efficiencies, maintaining financial reporting, and proactively managing risk.
By providing information, analysis, and recommendations to enhance results and inform decisions, our teams ensure the company can navigate various market conditions while safeguarding our strong balance sheet.
At JPMorgan Chase & Co., we value the unique skills of every employee and are building a Finance and Business Management organization that thrives on diversity.
We encourage professional growth and career development and offer competitive benefits and compensation.
If you're ready to channel your passion for Financial Management into meaningful work, apply today.
Job responsibilities
* Analyze financials to understand business drivers and identify opportunities to improve
* Analyze and/or produce various monthly, quarterly, semi-annual and annual financial and management reporting deliverables; creation and dissemination of ad-hoc reports as directed by senior management
* Interpret and analyze large data sets to prepare insightful presentations for business reviews and senior management meetings
* Working knowledge of AI/ML industry trends and experience preferred
* Assist in analytical ad-hoc requests and support various stakeholders
* Deliver clear and concise communication and work products to business partners
* Collaborate with functional partners including Business Management, Chief Data Office, and Finance teams to achieve business objectives
Required qualifications, capabilities, and skills
* An interest in financial analysis and management
* Working experience with strategic planning, issue resolution and negotiation
* Skills in strategic thinking, decision making, oral and written communication skills
* Advanced knowledge of Excel, PowerPoint
* Self-motivated individual to go beyond immediate responsibilities
* Bachelor's Degree or equivalent experience
* 4+ years working experience
Preferred qualifications, capabilities, and skills
* Experience with Essbase,...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:38
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Unlock your potential as a Client Associate at J.P.
Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.
Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships.
With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms.
Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience.
Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice.
Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence.
Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 18...
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Type: Permanent Location: Palm Beach Gardens, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:37
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking - Payments division, you are an integral part of an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
As a core technical contributor, you will be responsible for implementing critical technology solutions across multiple technical areas within various business functions, all 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
* Lay the strategy for and train teams in the \"You Build It, You Run It\" (YBIYRI) model, promoting ownership and accountability for the entire lifecycle of the software.
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience in Java, AWS, Terraforms.
In addition, demonstrated coaching and mentoring
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s)
* 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
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
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 ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:37
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The Commercial & Investment Bank (CIB) Central Planning & Analysis Team is seeking a dedicated professional to support the budget, forecast and financial reporting processes.
This role offers a unique opportunity to interact with multiple lines of business and corporate groups, providing updates to senior management and Corporate Planning & Analysis.
Join us to learn about core CIB businesses in a dynamic environment and contribute to strategic financial planning.
As a Central Planning & Analysis Associate within the Commercial & Investment Bank, you will engage with various lines of business and corporate groups to manage the timely delivery of management reporting.
You will partner with team members to ensure all aspects of the profit and loss statement are understood and explained, providing variance analysis and handling ad hoc requests.
Job Responsibilities:
* Serve as the key point of contact for the CIB Line of Business Planning & Analysis teams and Corporate Controllers to manage the forecast update process and reconciliation.
* Liaise with the Corporate Planning & Analysis team to ensure adherence to month-end deliverables.
* Ensure timely and accurate information delivery.
* Conduct ad-hoc management information system reporting and analysis with the team.
* Collaborate with CIB Central technology teams to support and drive data transformation initiatives.
Required Qualifications, Capabilities, and Skills:
* Undergraduate degree in Finance, Accounting, Economics, or a related field.
* At least 4+ years of experience in the Financial Services industry.
* Excellent communication skills and ability to develop relationships with other teams.
* Ability to manage multiple requirements under time pressure.
* Maintain a high degree of accuracy and quality of work.
* Strong analytical and problem-solving skills.
* Ability to work with teams across different locations.
* Strong attention to detail.
* Proficient in Microsoft Excel and PowerPoint.
Preferred Qualifications, Capabilities, and Skills:
* Experience in data transformation initiatives.
* Familiarity with management information systems reporting.
This position is not eligible for sponsorships.
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 a...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:36
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Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences.
Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Product Delivery Manager, Vice President in Talent Acquisition, you work to enhance and optimize the way products are delivered to customers.
As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way.
Job responsibilities
* Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
* Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
* Implement product and portfolio-level progress tracking via roadmap, overseeing risks, controls, feature releases, and resourcing/capacity allocations.
* Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
* Work with the Product team to improve delivery metrics and identify improvement opportunities through ongoing Product retrospective.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product delivery or a relevant domain area
* Demonstrated ability to execute operational management and change readiness activities
* Strong understanding of delivery and a proven track record of implementing continuous improvement processes
* Experience in product or platform-wide release management, in addition to deployment processes and strategies
* Knowledge in Jira and Jira Align tool for Product and Portfolio Management
Preferred qualifications, capabilities, and skills
* Proficient knowledge of the product development life cycle, design, and data analytics
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 co...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:35
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At JPMorganChase, Marketing is a firmwide function that drives business growth and amplifies value across more than 100 countries.
Our organization is dedicated to shaping and protecting the firm's prestigious brands while pioneering innovative strategies that connect with our diverse customer and client base-including corporations, small business owners, and the communities we serve.
We are leaders with deep expertise in acquisitions, brand management, advertising, paid media, business intelligence, partnerships, market research, data and analytics, employee experience, impact marketing, and more.
Our teams work across all lines of business-from Card Services and Consumer Banking to Asset & Wealth Management, Global Banking, and everything in between.
In a marketing landscape that is constantly evolving, we pride ourselves on our agility and relentless pursuit of innovation.
Our Heart & Science approach reflects our commitment to blending human empathy with data-driven insights, ensuring every campaign, touchpoint, and interaction is not only impactful but also deeply resonant.
As a Summer Analyst in the Marketing Leadership Development Program (MLDP), you will participate in a vigorous 9-week introduction to our Full-time Program.
Throughout the summer, you'll build your foundational knowledge, professional skills and experiences within the areas of Marketing Analytics, Strategy and Execution or Brand and Creative.
Through the structure of MLDP, you will gain insight into how marketing plays a key role in driving the business to serve our clients and the communities where we do business globally.
You will have access to training opportunities structured to enhance your business acumen while further developing your professional and technical skills.
You will be provided with a strong support network consisting of a manager, mentors, and senior leaders who are invested in your success during your internship.
Frequent manager feedback, coaching, and peer mentoring sessions aimed at developing your personal brand will allow you to build your network in an effective manner.
Successful completion of MLDP Summer Analyst Program may result in an offer of employment into our MLDP Full-time (2-year rotational) program.
Job responsibilities
* Use data to support decision making and identify goals to track and report results to stakeholders (Marketing Analytics)
* Support delivery of effective, strategic plans to drive brand awareness and engagement (Strategy and Execution); or
* Engage with creative partners to support development and delivery of impactful marketing programs, assets and collateral components to build brand awareness that grows the firm's bottom line.
(Brand and Creative)
Required qualifications, capabilities, and skills:
* A well-rounded academic background
* Pursuing a B.A., B.S.
or 5th year M.A.
or M.S.
with an expected graduation date of December 2026 through June 2027
* Strong verbal and written co...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:34
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As an Associate for the GCB Diversified Industries group, you will have intellectual curiosity and drive to contribute to the development and execution of comprehensive banking solutions for your clients.
The Global Corporate Banking group is part of Global Banking within Commercial & Investment Banking at J.P.
Morgan.
Global Corporate Banking focuses on small-, mid-, and large-cap companies that require traditional banking services in addition to investment banking solutions.
Each of the sectors is extremely capital intensive and, therefore, financing activity is high.
Job Responsibilities
* Prepare presentation and marketing materials for use in client meetings and transaction execution, covering topics such as financing alternatives, capital markets activity, capital structure, capital allocation and credit ratings
* Participate in all phases of capital markets and syndicated and leveraged finance origination and execution
* Build and maintain financial models to evaluate implied credit ratings, debt capacity, creditworthiness, and the impact of various capital structures
* Conduct industry research and comparable company and transaction analysis
* Coordinate efforts with deal team members and product partners across the Commercial & Investment Bank
* Support Credit Underwriting Partners by drafting internal approval packages detailing company/credit analysis along with repayment modeling
* Support senior bankers with overall client management responsibilities, idea generation and business initiatives
Required Qualifications, Capabilities and Skills
* Strong corporate finance, analytical, credit and problem-solving skills
* Exceptional verbal and written communication skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Self-motivated, dependable and intelligent
* Knowledge of corporate finance, credit, and other corporate and investment banking products
* Possess or obtain within three months of hire the FINRA Series 79, Series 63 and Securities Industry Essentials (SIE) licenses
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 an...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:33
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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...
....Read more...
Type: Permanent Location: Scottsdale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:30
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Shape the future of credit card marketing with us.
Lead creative campaigns that deepen customer relationships and maximize portfolio value.
Job Summary:
As a Sapphire Integrated Marketing Vice President in the Sapphire Marketing team, you will develop and execute strategies that engage and retain cardmembers.
You will collaborate with creative agencies and cross-functional partners to deliver impactful campaigns.
You will analyze performance, optimize channels, and present results to senior leaders.
Join us to make a meaningful impact on our iconic Sapphire portfolio.
Job Responsibilities:
* Lead the planning, launch, and management of integrated marketing campaigns for Sapphire cardmembers
* Guide agencies in developing creative assets and messaging
* Collaborate with Analytics, Product, Finance, and Legal teams to build business cases
* Design and maintain channel roadmaps for growth and efficiency
* Establish and drive a test-and-learn agenda to refine marketing tactics
* Monitor campaign results and analyze key metrics
* Translate insights into actionable recommendations for improvement
* Manage multiple projects and prioritize resources to meet deadlines
* Present strategies, business cases, and updates to senior leadership
* Partner with teams to create summaries and recommendations for new engagement tactics
* Ensure alignment with brand standards and business objectives
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree or equivalent experience
* Minimum 5 years in marketing, brand management, or relationship management
* Proven ability to build relationships in a matrixed organization
* Proactive and results-driven approach
* Ability to manage multiple complex initiatives simultaneously
* Strong team player with a collaborative mindset
* Exceptional communication skills
* Skilled at interpreting data and making strategic recommendations
* Comfortable in a fast-paced environment with competing priorities
* Meticulous attention to detail and strong organizational skills
* Advanced analytical skills
Preferred Qualifications, Capabilities, and Skills:
* Experience in financial services or credit card marketing
* Background in agency management or creative leadership
* Familiarity with customer engagement strategies
* Experience presenting to senior leadership
* Knowledge of digital and traditional marketing channels
* Project management certification
* Experience with test-and-learn methodologies
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 so...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:30
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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...
....Read more...
Type: Permanent Location: Scottsdale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:29
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7 and 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout ...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:28
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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 and Community Branch workplace technology 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
* Partners and collaborates with product, architecture, security and operations teams prioritize reliability and embed best practices across the software development lifecycle to improve operations across the Branch Products.
* Lead and develop resilient software solutions that improve reliability, scalability and system performance of the Branch Systems.
* Leads evaluation sessions with external and internal teams to outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture.
* Develops secure high-quality production code, and reviews and debugs code written by others
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software development concepts and 5+ years applied experience, SRE/DevOps, platform engineer, or similar
* Proficiency in operating and managing cloud-based services using IaC or EaC (infrastructure as code, environment as code Terraform or similar) in AWS
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Proficient in utilizing observability tooling Splunk, Dynatrace, Grafana, Datadog etc.
* Advanced in programming in Java and Python technologies
* Proficiency in automation and continuous delivery methods/patterns
* Experience across the whole Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Fluent in English
Preferred qualifications, capabilities, and skills
* AWS Certifications (e.g.
Solutions Architect Associate)
* Experienced in SRE/DevOps practices (SLA/SLOs, error budgets, MTTR, MTTD).
* Knowledge of RAG architectures and Exposure to AI/Automation technologies that improve operations.
* Knowledge of the financial services industry and their IT systems
Chase is a leading financial services firm, ...
....Read more...
Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:27
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Be part of JPMorgan Chase that continuously grows! Through periods of volatility and uncertainty, market participants are always in need of independent, reliable, and accurate securities valuation services.
With offices in New York, London, and Hong Kong, JPMorgan's Pricing Direct employees serve our clients globally by providing them evaluated pricing on over two million fixed income securities and derivative instruments every day.
As a Pricing Direct Securities Valuation Analyst, you will gain access to trading, research, analytics, and technology resources of JPMorgan Chase.
You will combine your financial knowledge and programming skills to manage large volumes of data, develop and maintain accurate pricing models, and identify growth areas.
If you are results-oriented, intellectually curious, and enjoy working in a collaborative team environment where your contributions directly impact our business, you are encouraged to apply.
Job responsibilities
* Daily generation of securities valuations for multiple market closes, entailing start-to-end ownership responsibilities, including: market data collection and analysis, price generation, quality control, and client interaction.
* Examine and develop new areas of product growth through independent self-guided research, interactions with clients, JPMorgan trading desks, research professionals, and technology teams.
* Continuously improve product and service quality through daily market surveillance, communication with market participants, data and financial analysis, review of process controls, and data quality assurance.
* Perform complex financial assignments, including quantitative and information/data analysis.
* Provide in-depth analysis of portfolios of securities, communicating in detail to colleagues and clients.
* Develop and maintain regular contact with trading desks, research teams, and other market participants.
* Address all client concerns in a timely and professional manner.
Required qualifications, capabilities, and skills
* Bachelor's degree or higher in Finance, Mathematics, Statistics, Engineering, Economics, or similar
* Firm understanding of principles of finance, mathematical, and/or statistical modeling
* Strong qualitative and quantitative analytical skills with the ability to process large amounts of market information
* Significant practical experience programming with Python
* Proficiency in Excel with Visual Basic coding experience
* Excellent communication skills to interact with clients, portfolio managers, traders, research, and sales
Preferred qualifications, capabilities, and skills
* Experience with MBS/ABS/securitized products a strong plus
* Detail oriented, creative problem solver with ability to learn quickly, multi-task, and self-manage priorities under rapidly changing and flexible timelines
* Ability to build effective working relationships and interact comfortably with ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-27 08:01:26