-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Bainbridge Island, US-WA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:22
-
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: Olympia, US-WA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:21
-
Join the Global Families Group, a New York-based team dedicated to providing comprehensive services to international clients with diverse investments and interests.
This role offers the opportunity to build relationships, develop innovative solutions, and contribute to our business with customized wealth management solutions.
You'll collaborate with a team of experts in a fast-paced environment, gaining valuable experience and training.
Our nine-week program includes induction, training, and hands-on projects, with potential for a full-time offer for top performers.
As an advisor, you'll help clients achieve their financial goals by delivering tailored solutions across our leading investments, credit, banking, and Trust & Estates practices.
As a 2026 Global Private Bank Advisor in the Global Families Group, you will have the opportunity to work with a team of advisors and specialists to bring in new clients and serve existing ones.
You'll be part of a supportive, collaborative team, working in a fast-paced environment, and you'll have the chance to make meaningful contributions to our business with customized wealth management solutions.
Your role will involve delivering highly customized and comprehensive solutions to help protect, manage, and grow wealth.
We're looking for someone who enjoys working in teams to develop complex solutions, and has a genuine interest in financial markets and macro-level economic trends.
Job responsibilities
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required qualifications, capabilities, and skills
Pursuing a Bachelor's or Master's degree
Graduation date of December 2026 through June 2027
Highly driven person who enjoys working in teams to develop complex solutions
Exceptional interpersonal, communication, analytical and problem-solving skills
Excellent organizational skills and ability to multitask
Genuine interest in financial markets and macro-level economic trends
Desire to ultimately work with external clients in a relationship building and sales capacity
Ability to thrive in a fast-paced, collaborative environment
Highly inquisitive, focused and pro-active
Good judgment and discretion when working with confidential information
To be eligible for this program, you must be authorized to work in the U.S.
We do not offer any type of employment-based immigration sponsorship for this program.
Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations:
• New York, NY
JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles.
The JPMorgan Chase U.S.
Benefits Prog...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:20
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 5+ years of experience in direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on ...
....Read more...
Type: Permanent Location: Louisville, US-KY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:20
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Portfolio Banker is for you.
As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships.
Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 50-60 Middle Market Banking business clients with annual revenue between $20M-$100M
* Champion a culture of innovation and a customer centric mindset
* Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required Qualifications, Capabilities and Skills
* Minimum of Seven years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:19
-
2026 AWM Global Private Bank Solutions summer Analyst program
Short Description
Solutions Analyst Training Program in Private Bank working with advisors to support client.
Target applicant: Expected graduation 2027
Posting Description
If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have a role for you.
Spend your summer with our industry experts learning what it takes to offer first-class service for a leading client franchise.
Join a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As a Solutions Analyst in Global Private Bank, you will work with product specialists on an investment solutions team or with a team of client advisors, bankers, global investment specialists, wealth advisors, and lending specialists.
Throughout this program, you'll learn about our business and our clients while building your own expertise Working here means joining a collaborative, supportive team.
We want your diverse perspective to help us innovate the next wave of products and solutions for our clients.
You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage all your skills.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams.
Top performers may receive a full-time (for juniors) or returning summer internship (for sophomores) offer at the end of the summer.
During our Investment Solutions Internship, you'll work with specialists to help research, analyze, and develop global investment strategies and opportunities for our clients.
Job responsibilities
* Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
* Partner with client advisors, bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and grow our clients' portfolios
* Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
* Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network
Required qualifications, capabilities, and skills
* Pursuing a Bachelor's or Master's degree
* Expected graduation date of December 2026 through June 2027
* Attend college/university in the U.S
* Highly-driven and enjoy working in teams to develop complex solutions
* Exceptional interpersonal, communication, analytical and problem-solving skills
* Excellent organizational ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:19
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive in Middle Market Banking, your role is to act as an "individual contributor" to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space.
You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs.
As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
Relationship Executives develop a weekly sales plan prioritizing revenue generating sales opportunities and are responsible for cultivating referral sources, institutionalizing relationships and calling.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Seven plus years direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelors degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
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...
....Read more...
Type: Permanent Location: Leawood, US-KS
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:18
-
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: Staten Island, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:17
-
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: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:17
-
Unlock your potential and dive deep into market analytics and product launch strategy and execution .
Harness your expertise to build pivotal relationships, identify areas of improvement, increase efficiencies, and lead our products to their launch.
As a Go-to-Market and Commercialization Manager within the Core Payments Product Management team, you will play a pivotal role in devising and implementing product launch strategies and execution plans.
Your contributions will facilitate the introduction and adoption of key payment offerings such as ACH, Disbursements, and Wire payments.
You will be instrumental in segmenting clients and prospects to match client requirements with the pricing and positioning of our products.
Additionally, you will be responsible for creating marketing materials, constructing Sales enablement plans, and developing and conducting training to expand product offerings and achieve revenue goals.
Job responsibilities
* Develops a strong understanding of our products and services to effectively tailor internal and client-facing marketing collateral to specific client segments and use cases
* Builds and maintains working relationships with stakeholders across distinct functions including Legal, Product, Sales, and Marketing
* Collaborates with Product Managers and cross-functional teams to develop and implement strategies for new product launches and expansions
* Performs market research and conducts analysis to evaluate market trends, competitor pricing strategies, and client behavior to recommend product improvements
* Partners with Product Managers to develop internal and client-facing marketing collateral
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise working in Product Management, Product Marketing, Consulting, or Project Management
* Developing knowledge of product management and client segmentation, data analysis and market research
* Experience in developing and executing product targeting strategies
* Consulting, strategy or go-to-market / commercialization experience
* Strong storytelling and analytical skills with ability to translate product vision into go-to-market plans and execute on them
* Sales enablement experience with bringing new product capabilities to market
* Proficiency in Microsoft Word, Excel, and PowerPoint
Preferred qualifications, capabilities, and skills
* Effective communication skills to present ideas, plans, and strategies to a diverse audience
* Market research skills to identify opportunities, trends, and customer preferences
* Strong interpersonal skills to build and maintain relationships with stakeholders and partners
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.
M...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:16
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling 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 everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
....Read more...
Type: Permanent Location: Glendale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:15
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling 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 everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: Boulder, US-CO
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:14
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 5+ years of experience in direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on ...
....Read more...
Type: Permanent Location: Iselin, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:13
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Portfolio Banker is for you.
As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships.
Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 50-60 Middle Market Banking business clients with annual revenue between $20M-$100M
* Champion a culture of innovation and a customer centric mindset
* Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required Qualifications, Capabilities and Skills
* Minimum of Five years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to ...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:12
-
If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you.
As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General know...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:11
-
Bring your expertise to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real- world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in- class.
As a Counterparty Vice President on the Quantitative Research (QR) Wholesale Credit team, you will be responsible for Counterparty Credit Risk (CCR) coverage in the newly formed CCR QR team, with a particular focus on central counterparty (CCP) Credit Risk.
Job Responsibilities
* Serve as a subject matter expert for CCP quantitative related issues.
* Create and maintain models and tools in Athenas/Python to assess adequacy of CCP margin requirements of cleared derivatives.
* Develop models and tools to support the evaluation of the efficacy of risk frameworks.
* Develop statistical models and tools for the assessment and management of counterparty credit risk.
* Design and implemen software framework for counterparty credit risk in Python, delivering results through dashboards.
* Partner with control teams for ongoing model and risk governance.
* Engage tech partners to deploy the models to Credit Officer's desktops.
Required Qualifications, Capabilities and Skills
* Minimum of Masters degree in a quantitative discipline
* 5 years of experience in Wholesale Credit Risk, Counterparty Risk, Quantitative Research, Quantitative Strategy or similar area
* Substantial experience with Python or C++
* Solid understanding of cleared products, risk management methodologies (VAR and stress testing) across all asset classes
* Strong communication/partnership skills and attention to detail - ability to clearly and logically articulate information, both verbally and in writing
* Strong risk and control mindset
* Ability to deliver on multiple time sensitive timelines
Required Qualifications, Capabilities and Skills
* Prior experience with technical writing
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 forfeit...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:09
-
Join a team that has a great impact on our consumers and small business!
As a Chief Economist, within our Consumer and Business Intelligence Team, you will be the "voice of business" and manage the analytical, publication, and community engagement agenda for the small and medium-sized business segment building on an existing body of business analytics.
Job Responsibilities:
* Build a team of economists and analysts to monitor and present the latest trends in key business health metrics.
* Manage the editorial and media agenda for Business Intelligence authoring internal and external reports on segments of heightened interest
* Define key segments for long-term analytical monitoring (such as revenue or industry segments) and near-term deep dives (such as businesses or sectors disproportionately impacted by inflation)
* Develop an analytical agenda, in partnership with other teams, analytics groups in other lines of business, and the JP Morgan Chase Institute
* Contribute analytical views and talking points in support of investor relations and external affairs
* Coordinate research, engagement and impact efforts as it relates to segments in the health of small businesses across the Chase organization
* Engage with community institutions, such as policy think tanks and local governments
Required qualifications, capabilities and skills:
* Advanced degree in Economics or related field required; 10+ years of business analytics / economist experience, including as an executive-level economist
* Exceptional executive presence with the ability to quickly translate and communicate microeconomic and macroeconomic trends in consumer and business data for individual business owners
* Prior experience in business economics, market economics, consumer finance, analytics or related field as well as people management
* Robust knowledge of econometric modeling of fundamental economic relationships using alternative data sets, including business and consumer finance data
* Subject matter expertise in business financial health frameworks and segmentation methodologies
* Excellent writing and communication skills and ability to effectively translate complex data into actionable insights and strategies for varied audiences, including executive audiences and across multiple stakeholder groups
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 discre...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:08
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:08
-
You're at the forefront of delivering secure software solutions.
Join us a valued member of a top-performing team.
As a Security Engineer II at JPMorgan Chase within the Cybersecurity and Technology Controls organization, you are part of an agile team that works to deliver software solutions that satisfy pre-defined functional and user requirements with the added dimension of preventing misuse, circumvention, and malicious behavior.
As an emerging member of the security engineering team, you execute basic software solutions through the design, development, and troubleshooting of multiple components within a technical area, while gaining skills and experience to grow within your role.
Job responsibilities
* Executes creative security solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches to build solutions and break down technical problems
* Develops secure and high-quality production code and reviews and debugs code written by others
* Minimizes security vulnerabilities by following industry insights and governmental regulations to continuously evolve security protocols, including creating processes to determine the effectiveness of current controls
* Works with stakeholders and business leaders to understand security needs and recommend business modifications during periods of vulnerability
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Actively contributes to the engineering community as an advocate of firm wide frameworks, tools, and practices of the Software Development Life Cycle
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 2+ years applied experience
* Proficient in one or more programming languages: Java (required), C/C++, Python
* Proficient in all aspects of the Software Development Life Cycle.
Ability to fully deliver applications to satisfy business requirements - design, develop, code, test, debug and document.
* Basic experience developing security engineering solutions (i.e.
developing and understanding information security architecture, mitigation of threats, and compensating controls)
* Experience within the AI/ML domain.
* Exposure to agile methodologies such as CI/CD, application resiliency, and security
* Strong understanding of cloud computing concepts and services such as AWS, Azure, GCP, etc.
* Experience with threat assessments (Threat Models).
* Experience using cloud infrastructure as code (IaC) using frameworks like Terraform.
* Ability to juggle multiple priorities and effectively deliver in a fast-paced, dynamic environment.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions o...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:07
-
As a Personal Advisor, in J.P.
Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals.
You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.
Morgan's Chief Investment Officer.
You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.
Personal Advisors will work in a full time based office environment to support the full book of clients.
• Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
• Convert high quality leads into new clients and help to maintain those relationships
• Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
• Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• Bachelor's degree preferred
• CFP preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:06
-
Join our Investment Solutions team as a dynamic Business Manager.
Drive growth, implement change, and optimize performance while working with top Business Heads and key stakeholders.
Shape strategies, achieve goals, and mitigate risks.
Apply now!
As a Vice President on the Business Management team within the Investment Solutions unit you will work with Business Heads and key stakeholders to drive growth and implement change.
You will help develop and execute business strategies and priorities, ensuring our firm's goals are clear and achievable.
Your work will focus on optimizing performance through key initiatives.
As trusted advisors Business/Group Heads, you will identify, escalate, and mitigate operational business risks.
Job responsibilities:
* Collaborate with Business Heads to execute and provide strategic advice on business priorities.
* Align business goals and objectives with priorities and initiatives, serving as a thought partner to Business Heads on key business decisions.
* Lead high-impact initiatives to drive innovation and transformation across managed solutions platforms.
* Communicate effectively with key business partners, including portfolio management, manager research, alternative research, product development and trading, to understand projects and drive next steps.
* Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis for key stakeholders.
* Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in PowerPoint techniques.
* Create management presentations and reporting for senior management.
* Project manage and deliver key workstreams and tasks.
Identify key business risks on the platform and drive the resolution of mitigating controls.
* Participate in collaborative initiatives with team members and global managers, continually seeking ways to simplify, improve, and add value to existing business processes.
* Build an understanding of current-state processes and identify weaknesses, gaps, and opportunities for improvement.
* Collaborate with functional partners across the organization to help achieve business objectives.
Required qualifications, capabilities, and skills
* At least 6+ years of relevant experience in the wealth management or asset management industry, or in a consulting, project management, or business management capacity.
* Demonstrates a strong commitment and dedication to their work.
* Possesses exceptional writing abilities, capable of drafting clear, concise, and professional documents and communications.
* Excels in a fast-paced, dynamic environment, effectively managing multiple tasks and priorities, even amidst high levels of activity and noise.
* Brings a creative spark and a passion for innovation, consistently seeking new and improved ways to serve clients and enhance processes.
...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:04
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Conduct research and analysis; assist with product development and prospecting efforts
* Research client inquiries and manage follow up communication and materials
* Assume significant responsibility, as you progress in your role, by interacting frequently with senior management and working directly with clients
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations
* Genuine interest in financial markets and macro-level economic trends
* Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:04
-
Are you customer-focused, an analytical thinker and passionate about delivering solutions to clients? Then you've found the right team.
As a Treasury Sales Support Associate in Commercial Term Lending, you will play an integral part in onboarding new clients, managing business relationships, and helping achieve portfolio growth objectives.
You will provide support to Treasury Management Officers (TMOs) by initiating high-quality implementation requests, ensuring correct billing, and guaranteeing proper internal controls and policies are followed.
You will develop your working knowledge of Treasury Services products and hone your skills over time for a successful career within JPMorgan Chase.
Job responsibilities
* Provide subject matter expertise, confirm scope, products, and services
* Assist with client call preparation by creating relationship review materials, account plans, and conducting customer research
* Coordinate with Sales and implementation regarding potential client change requests
* Support ad-hoc requests
* Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
* Apply required control procedures
* Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing
Required Qualifications, Capabilities and Skills
* Bachelor's Degree required
* Demonstrates the ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Highly proficient in Microsoft Office (PowerPoint, Excel and Word) with superior analytical and quantitative skills
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, tuit...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:03
-
The Chief Data & Analytics Office (CDAO) at JPMorgan Chase is responsible for accelerating the firm's data and analytics journey.
This includes ensuring the quality, integrity, and security of the company's data, as well as leveraging this data to generate insights and drive decision-making.
The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management effectively and responsibly .
As an Executive Director on the Machine Learning Center of Excellence (MLCOE) team, you will be responsible for applying advanced machine learning techniques to a variety of complex tasks.
These tasks include natural language processing, speech analytics, time series, reinforcement learning, and recommendation systems.
You will work closely with different teams and actively contribute to our knowledge sharing community.
In a highly collaborative environment, you will partner with business professionals, technologists, and control partners to implement solutions into production.
Your passion for machine learning should be evident, and you should be willing to dedicate time to learning, researching, and experimenting with new innovations in the field.
Your expertise in Deep Learning and Large Language Models, coupled with hands-on implementation experience, strong analytical thinking, a deep desire to learn, and high motivation, will be crucial for this role.
Job Responsibilities
* Research and explore new machine learning methods through independent study, attending industry-leading conferences, experimentation and participating in our knowledge sharing community
* Develop state-of-the art machine learning models to solve real-world problems and apply it to tasks such as natural language processing (NLP), speech recognition and analytics, time-series predictions or recommendation systems
* Collaborate with multiple partner teams such as Business, Technology, Product Management, Legal, Compliance, Strategy and Business Management to deploy solutions into production
* Drive Firm wide initiatives by developing large-scale frameworks to accelerate the application of machine learning models across different areas of the business
Required qualifications, capabilities, and skills
* PhD in a quantitative discipline, e.g.
Computer Science, Electrical Engineering, Mathematics, Operations Research, Optimization, or Data Science, with at least five years of industry or research experience in the field.
Or an MS with at least eight years of experience.
* Solid background in NLP or speech recognition and analytics, personalization/recommendation and hands-on experience and solid understanding of machine learning and deep learning methods
* Extensive experience with machine learning and deep learning toolkits (e.g.: TensorFlow, PyTorch, NumPy, Scikit...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:02
-
Company
Federal Reserve Bank of Boston
This is a 2nd shift role (4pm - 1am ET), Wednesday thru Sunday.
Federal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine® Solutions, FedNowSM, Fedwire®, National Settlement Service (NSS), FedCash®, FedACH® (Automated Clearing House), and Check Services.
We are currently leading a strategic effort to transform FRFS to a national, enterprise-focused organization.
Through our evolved structure, we will meet the needs of the marketplace for new products and services more quickly, seek to provide a more robust and unified customer experience across our financial service offerings, and create new career growth opportunities for FRFS staff.
We are seeking leaders to set the vision, strategy, values, and priorities that enable FRFS to achieve its mission.
Our leaders must demonstrate a strategic, action-oriented mindset focused on intellectual curiosity, agility, accountability, and the ability to drive innovation through experimentation.
To achieve our vision for a people-focused organization with a strong collaborative and innovative culture, we expect our leaders to champion an inclusive environment and demonstrate our values in how we work and interact with each other and our broader community.
The Federal Reserve has developed a new interbank 24x7x365 real-time gross settlement (RTGS) service with integrated clearing functionality, called the FedNow Service.
This service enables financial institutions to provide their customers with the ability to send and receive payments any time, any day, and have full access to those funds within seconds.
This position is a unique opportunity to be part of this mission-critical Federal Reserve initiative that is transforming the payments landscape in the United States.
The position will be primarily on-site with residency commutable to one of our offices required.
The FNOC Sr.
Analyst will perform critical operational activities including monitoring, working with partner stakeholder teams to mitigate risks, support participant onboarding, and execute ongoing operational tasks for the FedNow Service.
Heavy emphasis will be focused on identifying opportunities to improve operational efficiency via process standardization and automation.
Provide expert guidance and technical support to clients and internal teams on all FedNow-related issues.
The Senior Analyst will demonstrate their subject matter expertise by acting as an escalation point to our Level 1 customer support team while fulfilling customer requests.
What will be expected of you –
* Develop deep expertise of the FedNow Service & stay up to date on all the latest releases and development
* Interview, develop, train, mentor and provide performance feedback for Analysts
* Laser focus on a world class, end-to-end customer experience
* Facilitate high pressure troubleshooting calls for Production issues
* Need to be a...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:01
