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Help deliver transparent, accurate financial and regulatory reports that stakeholders rely on.
You'll partner across teams to uphold a strong control environment and drive improvements in data quality and reporting processes.
As an External Reporting Controller, you'll consolidate and analyze quarterly financial results and coordinate inputs across partners to support timely, high-quality external submissions.
You'll apply current product, industry, and market knowledge in specialty reporting areas and use clear, inclusive communication to surface issues early.
You'll also reinforce proof and control procedures and support process improvements that strengthen reporting integrity and efficiency.
Job Responsibilities
• Consolidate, review, and analyze quarterly financial data, including quarter-over-quarter variance analysis
• Coordinate data collection and quarterly business results with lines of business and external/regulatory reporting partners
• Apply current product, industry, and market knowledge to specialty external reporting topics
• Support preparation, review, and submission of monthly, quarterly, semi-annual, and annual regulatory reports (e.g., Call Report, FR Y 9C, Pillar 3)
• Execute proof and control procedures to reconcile regulatory filings to other published financial reports (e.g., Forms 10 Q and 10 K)
• Interpret regulatory and U.S.
Securities and Exchange Commission (SEC) requirements and help coordinate supporting internal policies and documentation
• Build strong relationships with business partners and regulatory stakeholders; communicate financial information clearly and flag issues proactively
Required qualifications, capabilities, and skills
• 2+ years of experience in Finance, including exposure to accounting, financial statements, and/or regulatory reporting
• Strong analytical skills and advanced Excel proficiency
• Ability to communicate clearly in writing and verbally, including presenting financial information and surfacing risks/issues
• Strong time management and organization skills, with the ability to deliver under deadlines in a control-focused environment
Preferred qualifications, capabilities, and skills
• Experience supporting external, SEC, and/or bank regulatory reporting deliverables
• Familiarity with governance, controls, and reconciliation practices in financial reporting
• Experience partnering across multiple stakeholders to coordinate inputs and resolve issues
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 includ...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:46
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Join our team and make a significant impact on our client service teams in JPMorganChase.
You'll have the opportunity to grow your career while leveraging your skills in control management and data analysis.
Be part of a dynamic team that values innovation and collaboration, and contribute to the firm's operational efficiency and risk mitigation strategies.
As a Client Service Manager III within JPMorganChase, you will manage a diverse team to ensure high-quality service.
You will interpret client needs, identify trends, and innovate solutions.
Your expertise in anti-fraud strategies will protect clients and the bank.
You will drive operational efficiency through strategic planning and process automation.
Your skills in conflict management and stakeholder influence will foster strong relationships.
Job responsibilities
* Lead the client service team in addressing client inquiries, processing transactions, troubleshooting problems, and handling complaints, utilizing your advanced conflict management skills to ensure client satisfaction.
* Develop and implement strategic plans to enhance service center operations, leveraging your proficiency in strategic planning and process automation to drive operational efficiency.
* Utilize your expert knowledge in anti-fraud strategies to detect and prevent fraudulent transactions, safeguarding our clients and the bank from potential financial and reputational damage.
* Identify trends and generate innovative solutions to meet client needs, using your advanced skills in market product knowledge and digital literacy to stay ahead of industry developments and technological advancements.
* Foster strong relationships with internal stakeholders and clients, leveraging your advanced skills in influence and internal stakeholder management to drive mutually beneficial outcomes.
Required qualifications, capabilities, and skills
* 7+ years of experience in managing customer service teams in a financial institution, with a focus on service center operations.
* Proven expertise in implementing anti-fraud strategies to detect and prevent fraudulent transactions in a banking environment.
* Demonstrated proficiency in strategic planning and process automation, with a track record of enhancing operational efficiency in client service delivery.
* Advanced skills in conflict management, with experience in resolving complex client issues and complaints.
* Strong digital literacy with experience in leveraging new/emerging technologies to enhance business operations and client service.
Preferred qualifications, capabilities, and skills
* Extensive experience in the banking or financial services industry, particularly in commercial or investment banking, with strong leadership and team management skills to inspire high performance.
* Proficient in using banking software, systems, and data analytics tools to drive decision-making and develop effective solutions f...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:45
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Centerville, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:45
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As the Vice President within Chase Branded Cards in Card Services, a key business within Consumer & Community Banking at JPMorganChase, you will be a leader on the Small Business (SMB) Card team, responsible for shaping and executing cross-portfolio spend and lend strategies and promoting capabilities that accelerates growth, deepens engagement, and improves portfolio economics.
You will operate at the intersection of product, analytics, risk, finance, and delivery, translating insights into a clear strategic roadmap and measurable outcomes.
The role requires a strong understanding of credit card economics, an interest in customer insights and marketing, and a high degree of curiosity.
Job Responsibilities
* Define cross-portfolio strategies that drive premium spend and profitable revolve: Lead critical spend and lend strategies across the SMB business card portfolio, including supporting the prioritization of initiatives, sequencing, and expected impact.
* Create SMB cross-portfolio capabilities roadmap: Drive the cross-product capability development roadmap (e.g., spend and lend engagement levers, rewards and redemption capabilities, features and UX strategy, servicing experiences), partnering with Product and Delivery teams from concept through launch.
* Translate economics into action: Apply deep understanding of P&L and unit economics to shape strategies for spend engagement, lending growth, messaging and features.
* Customer and segment strategy: Develop a point of view on SMB segment profiles, including spend and revolve behaviors, rewards redemptions, and industry trends to inform priorities.
* Partner with Risk & Lending & Rewards: Collaborate closely with Risk Management and Lending partners on spend capacity and lending strategies tailored to SMB customers-balancing growth objectives with performance and risk appetite.
* Test, learn, and scale: Build a holistic learning agenda with Analytics, Risk, Finance, and Centers of Excellence; structure tests, synthesize results, and convert learnings into roadmap changes and scalable playbooks.
* Lead through influence: Align stakeholders across functions, drive decision-making, and ensure accountability to deliver outcomes against a multi-quarter roadmap.
Required qualifications, skills, and capabilities
* 6+ years experience in analytics, finance, strategy, product, or portfolio management; credit card portfolio management and/or lending experience
* Strong understanding of customer insights, P&L dynamics, and credit card risk metrics (e.g., loss rates, approvals, utilization, line management, profitability drivers).
* Demonstrated ability to take a strategic idea from business case to delivery with strong measurement plan managing dependencies and tradeoffs to deliver within a larger roadmap.
* Exceptional stakeholder management; proven success influencing outcomes in a highly matrixed environment.
* Excellent written and verb...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:44
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This role unites creative direction, experiential design, and emerging technology to evolve creative expression across the full prospect and client lifecycle-delivering a refined, high-touch experience tailored to UHNW clients while remaining tightly aligned to the broader JPMorganChase brand.
The leader will fully leverage generative AI, automation, and modular content systems to scale personalization and improve efficiency across design, photography, video, and interactive media.
As the Executive Director of Creative Technology & Experience within the Private Bank, you are responsible for advancing an experience-led, visually driven, AI-accelerated creative practice for J.P.
Morgan Private Bank.
As expectations among ultra-high-net-worth (UHNW) clients continue to rise, differentiation is defined not only by advice and performance, but by the intelligence, elegance, and adaptability of every brand interaction.
You will lead a multidisciplinary team of creative experts spanning print, digital, UX, data storytelling, and design, and you will have a proven track record of guiding work from concept through production across in-person and digital channels.
Job Responsibilities
* Lead internal and external creative teams across design, print production, photography, video, and digitally enabled experiences, end to end from concept to deployment.
* Own the visual identity and dynamic brand expression across prospect and client touchpoints, ensuring consistency with JPMorganChase standards.
* Integrate creative into AI-powered, omnichannel marketing ecosystems in partnership with MarTech, data, and privacy teams to deliver cohesive, technology-enabled storytelling.
* Advance creative technology adoption, including generative AI, automation, and modular systems, to drive reuse and scale.
* Manage external agencies, production partners, and innovation-focused vendors to expand capabilities and speed.
* Partner across lines of business and corporate functions to ensure global brand alignment and connectivity.
* Define and evolve a best-in-class visual and experiential identity aligned to UHNW expectations and JPMorganChase brand standards.
* Develop differentiated concepts that translate across physical, digital, and interactive environments with coherence and quality.
* Establish design systems and governance that ensure consistency while enabling localized flexibility and personalization.
* Embed generative AI, automation, and emerging technologies into creative workflows and asset pipelines.
* Build modular content systems and component libraries that enable rapid scaling, localization, and reuse.
Required Qualifications, Capabilities, and Skills
* 12+ years in senior creative leadership roles within financial services, luxury, or premium consumer brands.
* Proven track record and strong aptitude for integrating creative and technology to deliver modern, personalized marketing exper...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:42
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:42
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JPMorganChase is forming a Mid-Frequency Strategies team focused on the research, development, and execution of systematic trading strategies.
The group operates at the intersection of quantitative research and trading, developing strategies that span alpha generation, portfolio construction, risk management, and execution infrastructure - with statistical analysis and machine learning at the core.
You will work alongside experienced traders, researchers, and technologists in a collaborative environment where research directly drives live trading decisions.
The Mid-Frequency Trading Strategies team is located Globally across London, New York and Hong Kong.
Job Summary
As a Vice President within the Mid-Frequency Trading Strategies team, you will play a central role in designing and implementing JPMorgan Chase's mid-frequency trading framework.
You will be responsible for the full lifecycle of strategy development - from ideation and statistical
research through production deployment and ongoing performance monitoring.
This is a highly quantitative role requiring deep expertise in statistical modelling, machine learning, and financial markets, and is suited to someone who thrives at the boundary of research and live trading.
Job Responsibilities
* Improve the mid-frequency trading framework, including the architecture for signal generation, alpha combination, portfolio optimization, and execution logic, ensuring the platform is robust, scalable, and production-ready.
* Research and develop proprietary trading strategies using advanced statistical modelling and machine learning techniques, with a focus on identifying persistent, risk-adjusted alpha signals across relevant asset classes.
* Apply machine learning methodologies - including supervised and unsupervised learning, reinforcement learning, and time-series modelling - to extract predictive signals from large, complex datasets including market microstructure, alternative data, and macroeconomic indicators.
* Own the end-to-end research process, from hypothesis generation and backtesting through to live deployment, with rigorous statistical validation to guard against overfitting and data snooping biases.
* Develop and maintain production-grade implementations of trading strategies and supporting infrastructure, working with technology partners to integrate models into the live trading environment.
* Monitor live strategy performance, carry out PnL attribution, identify regime changes, and continuously iterate on models to maintain and improve P&L generation.
Required Qualifications, Capabilities, and Skills
* Master's degree in a quantitative STEM discipline such as Statistics,
* Mathematics, Physics, Computer Science, or Financial Engineering
* Minimum 5 years of experience in quantitative trading, quantitative research, or systematic strategy development role, ideally within a prop trading environment, hedge fund, or sell-side systematic ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:41
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exci...
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Type: Permanent Location: North Branford, US-CT
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:40
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Join the Trade and Working Capital (T&WC) Business!
As the AI Use Case Business Lead (VP), within T&WC, you will serve as the owner of the AI use case book of work across Trade and Working Capital, responsible for interfacing with all business functions to enable product development, commercialization, and productivity AI applications.
This role is accountable for translating business needs into clear technical requirements through close partnership with central AI, data science, and technology teams, and for driving end-to-end delivery from ideation through value realization.
Job responsibilities
* Own and manage the end-to-end AI use case book of work across Trade and Working Capital, from ideation through delivery and value realization
* Serve as the primary interface between business functions and central AI, data science, and technology teams, translating business needs into clear technical requirements
* Drive AI enablement across product development, commercialization, and internal productivity use cases, managing delivery from concept through adoption
* Lead use case prioritization using a structured framework that weighs business value, data readiness, feasibility, and strategic alignment
* Champion upskilling and AI literacy initiatives within the business to build capability and accelerate adoption across functions
* Link Trade and Working Capital AI priorities to firmwide AI initiatives and enterprise programs, ensuring product-specific requirements are properly represented and addressed
* Partner with the Data and Infrastructure Lead to ensure data foundation, governance, and tooling needs for AI use cases are identified and sequenced into the infrastructure roadmap
* Track and communicate portfolio progress, value realization, and lessons learned to senior leadership and stakeholders
Required qualifications, capabilities and skills
* Demonstrated ability to define, prioritize, and manage an AI or advanced analytics use case pipeline within a complex, matrixed financial services organization
* Strong business acumen in trade finance, transaction banking, or corporate banking with the ability to identify and size high-impact AI opportunities
* Experience translating business requirements into technical specifications and partnering effectively with data science, AI engineering, and technology teams
* Familiarity with AI/ML concepts, generative AI, and large language model applications sufficient to engage credibly with technical specialists and challenge assumptions
* Proven stakeholder management across business functions, product, technology, and senior leadership in a global environment
* Track record of leading upskilling or change management programs to drive adoption of analytical or AI-enabled capabilities
* Strong prioritization and program management skills across a multi-workstream portfolio with competing demands
* Ability to connect busin...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:40
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Act as the voice of the customer for our customer segments.
Translate customer's habits, wants and needs into winning positioning, product launches, and test and learn agendas that improve customer experience and hit OKRs.
As a Vice President Segment Marketing Manager in Consumer Bank, you will drive roadmap development, product messaging, and retention levers based on business objectives and customer insights.
You will work to ensure customer needs drive decisions and that every interaction is accountable to outcomes that move the business.
Job responsibilities
* Own the end-to-end customer journey and set journey-stage KPIs aligned to business OKRs.
* Define the segment strategy, target customer definition, jobs to be done, and messaging architecture.
* Translate segment insights into product marketing opportunities and influence roadmap prioritization.
* Lead go-to-market for new products and features, including positioning, narrative, and launch plans.
* Orchestrate channel strategies across owned, paid, and earned; set hypotheses, budgets, and success metrics.
* Act as a change agent, driving product and marketing transformation and innovation
* Drive a cross-functional team delivering marketing across the customer journey - from awareness and consideration through ongoing engagement and retention.
Required qualifications, capabilities and skills
* Is an effective storyteller prepared to share the development of strategies and results with team and executive stakeholders
* 7 or more years of marketing experience with expertise in strategy roles
* Constantly pushes boundaries of "what could be" to drive innovation
* Always focuses on the big picture, considering impacts outside their given initiatives
* Is a fantastic partner, truly focused on relationship building and leading through strong collaboration
* Is highly curious and never settles for good enough
* Is data driven and analytical, while also being a big-picture, strategic thinker
* Is focused on how marketing drives quantifiable business results
* Is vigorous and thorough in their management of details
* Loves testing, learning, and taking calculated risks
* 4 year degree in Marketing, Advertising, Communications, Digital/Technology or Business Management
Preferred qualifications, capabilities and skills
* Experience telling stories through both verbal and written communication
* Excels at thinking holistically and managing multiple initiatives simultaneously within tight deadlines
* Strong analytical, problem solving and planning skills
* Proven ability to take initiative, influence others, and achieve results
* Skilled and comfortable at working in a highly matrixed organization
* Comfortable with continuously changing priorities
* Excellent written and verbal presentation skills and highly proficient in Microsoft Excel and PowerPoint
Chase is a lead...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:39
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Join the Trade and Working Capital (T&WC) Business!
As the Data and Infrastructure Lead (VP) within T&WC, you will drive the data foundation for the Trade and Working Capital business, with direct accountability for the data dictionary, datalake migration, and dashboard reporting design across Snowflake, Databricks, and other BI tools.
This role partners closely with the technology data team, product teams, and business data owners to deliver governed, high-quality data that enables scalable analytics and AI use cases
Job responsibilities
* Lead the design, build, and ongoing management of the Trade and Working Capital data dictionary, including standardized definitions, lineage, and ownership
* Own the execution of the datalake migration plan, coordinating dependencies across engineering, architecture, and business stakeholders to deliver measurable adoption
* Drive dashboard and reporting design standards across Snowflake, Databricks, and BI tools to ensure consistent, performant, and decision-grade insights
* Establish and enforce data governance practices in partnership with data owners, including data quality controls, stewardship workflows, and issue remediation
* Translate business priorities into a sequenced data uplift roadmap spanning infrastructure modernization, governance, and AI/advanced analytics enablement
* Serve as the senior interface between Trade and Working Capital leadership and enterprise technology/data teams, managing alignment, trade-offs, and delivery commitments
* Define and monitor KPIs for data platform health, data quality, and reporting outcomes, escalating risks and proposing corrective actions
* Ensure solutions are designed with financial services control expectations in mind, including auditability, access controls, and appropriate data handling practices
Required qualifications, capabilities and skills
* Demonstrated leadership delivering data platform and analytics capabilities within complex, matrixed financial services organizations
* Strong working knowledge of Snowflake and Databricks, including data modeling approaches, performance considerations, and operationalization patterns
* Proven experience leading datalake migrations or major data platform transitions, with disciplined delivery management and stakeholder alignment
* Deep understanding of data governance concepts, including metadata management, lineage, stewardship, and data quality frameworks
* Expertise in dashboard/reporting design principles and BI delivery, including requirements definition, semantic consistency, and adoption management
* Ability to partner effectively across technology, product, and business data owners, translating between technical constraints and business outcomes
* Strong program management skills, including roadmap development, prioritization, risk management, and executive communication
* Sound judgment on data controls and operatio...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:39
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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 Corporate Technology, Corporate Oversight and Governance Technology team, you are an integral member of an agile team responsible for enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
In this core technical role, you lead the design and implementation of critical technology solutions across multiple technical domains and business functions, ensuring alignment with the firm's strategic objectives and promoting high-quality outcomes for stakeholders.
Job Responsibilities
* Design, develop, test, and support enterprise applications and services using Java, Spring Boot, and Python.
* Build and maintain RESTful APIs and backend components, integrating with internal platforms and data services.
* Deliver AI/ML-enabled features through the full development life cycle using Agile methodology (from discovery and prototyping to production rollout and monitoring).
* Translate business requirements into software and AI/ML specifications, define milestones, and ensure timely delivery.
* Write secure, high-quality production code (Java/Spring Boot and Python), applying best practices in code quality, testing, and maintainability.
* Design, develop, and troubleshoot AI/ML solutions, applying creative problem-solving to technical challenges.
* Produce architecture and design artifacts for complex applications, including service decomposition, API contracts, and integration patterns.
* Analyze and visualize large, diverse data sets to drive continuous improvement of applications and systems.
* Identify patterns and insights in data to improve coding hygiene, performance, reliability, and system architecture.
* Contribute to software engineering communities of practice and explore new and emerging technologies (backend engineering and AI/ML).
Required Qualifications, Capabilities, and Skills
* Formal training or certification in Software Engineering concepts and 5+ years of applied experience.
* Strong software engineering experience in Java and Spring Boot, including building and supporting production services.
* Proficient in Python, including writing production-grade code and integrating with enterprise systems.
* Strong understanding of data structures, algorithms, and object-oriented design.
* Solid understanding of the Software Development Life Cycle, CI/CD, application resiliency/observability, and security.
* Experience building and consuming RESTful web services, working with JSON, and integrating across distributed systems.
* Hands-on experience developing or integrating AI/ML solutions in production (model integration, orchestration, evaluation, or ML-powered features).
* Familiarity with LLMs, Retrieval-Augmented ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:38
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Role Description:
As an Analyst on the Subsidiary Banking team you will have access to senior officers of the firm and senior clients.
You will be expected to perform at a high level of excellence and will be recognized for their contributions in a dynamic and demanding environment.
You will collaborate with other professionals, leveraging the full spectrum of the firm's resources to help develop customized financial solutions that address the unique needs of each client in the portfolio.
You will support assigned Subsidiary Bankers with sales and relationship management activities, including marketing, execution, and responding to general client requests.
You will also assist with managing internal processes related to deal execution, internal approvals, and business aspects of regulatory reporting.
Job Responsibilities:
* Assist Subsidiary Bankers in managing existing client relationships and supporting efforts to develop a new client base to drive revenue growth, with a focus on the greater China corridor.
* Engage and coordinate with partners across the firm to build proficiency across all products within the scope of Banking, Payments, Markets, Asset Management, Credit, DCM, FX, Rates, Commodities, and Investor Services.
* Prepare customized pitch books and other marketing materials to help generate new business and review existing relationships and setups, anticipating client needs.
* Support Bankers and Payments Sales Managers on new bids (including RFPs), contribute to pricing and profitability models, and assist with documentation negotiation and the handoff to implementation and service teams.
* Maintain internal reports and monitor revenue trend reporting on a monthly basis to identify key portfolio trends; work with Finance and Business Management teams to ensure deals are tracked accurately for reporting.
* Conduct pricing analyses and support the development of pricing strategies and recommendations, particularly for Requests for Proposal (RFPs) and new client requests.
* Help maintain existing business by ensuring a high level of customer satisfaction.
* Partner with internal teams on the client onboarding and KYC process to support the Firm's adherence to legal, regulatory, and compliance requirements.
* Support ad-hoc projects and analyses as requested.
Required Qualifications, Capabilities and Skills:
* Fluency in Mandarin is required
* Bachelor's degree with strong academic credentials.
* Self-starter with a high level of motivation, dependability, intelligence, curiosity, and a team player mentality.
* Excellent verbal and written communication skills, with the ability to synthesize complex problems into concise conclusions.
* Strong time management, organizational, and planning skills.
* Ability to build relationships and collaborate effectively with internal teams and resources.
* Solid quantitative, analytical, and computer skills, includ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:37
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:37
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Join our Consumer Bank Marketing Engagement & Communication team as a Senior Associate within the Onboarding and Engagement pillar, where you will have the opportunity to develop and manage key retail marketing initiatives for the core segment.
This role offers a chance to contribute to campaigns that increase retention, financial health, and digital adoption across the Consumer Bank, as part of a rewarding and dynamic work environment.
As a Senior Marketing Associate within the Onboarding and Engagement team, you'll be responsible for end-to-end creative development, execution, and management of onboarding and engagement campaigns across digital and direct mail channels.
You'll demonstrate strong project management skills and drive results by working collaboratively with many business partners while maintaining strong organization and focus.
You'll need to be self-motivated, self-directed, detail-oriented, and energized to thrive in a fast-paced, always-changing work environment while being required to adhere to established processes and specific timeline.
Job responsibilities
* Manage the end-to-end creative development with internal and external agencies while incorporating feedback from brand, product, legal, and regulatory reviewers
* Manage execution of omni-channel marketing campaigns within multiple systems and processes ensuring initiatives are on-strategy, on time and within budget parameters
* Contribute to ongoing improvement of internal processes to drive operational efficiencies, and speed to market across projects.
* Track and manage content updates and annual recertification of in-market tactics and materials
* Manage multiple initiatives to completion under rigorous deadlines in a fast paced and dynamic environment
* Think critically and make recommendations to optimize campaigns to improve results, efficiencies and reduce costs
Required qualifications, capabilities and skills
* 5+ years' experience in a marketing campaign execution role
* Experience working in a fast-paced environment, with strong skills in multi-tasking and prioritization
* High energy, solutions-oriented individual with the ability to manage multiple initiatives simultaneously, working well under pressure with tight deadlines
* Strong relationship development and negotiating skills; able to earn respect and trust among internal and external business partners and team members
* Team player with a positive, can-do attitude; must be comfortable with continuously changing opportunities and priorities
* Creativity and innovation with a focus on constant improvement
* Excellent written and oral communication skills
* Excellent Microsoft Excel and PowerPoint skills
Preferred qualifications, capabilities and skills
* 4-year college degree
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a b...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:36
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If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you.
Join our team and help us develop game-changing, high-quality solutions.
As a Lead Architect at JPMorganChase within the Consumer and Community Banking, you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platforms products.
You drive significant business impact and help shape the target state architecture through your capabilities in multiple architecture domains.
Job responsibilities
* Represents a product family of technical governance bodies
* Provides feedback and proposes improvements to architecture governance practices
* Guides evaluation of current technology and leads evaluation of new technologies using existing standards and frameworks
* 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
* Drives decisions that influence 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 team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on Product/Solution Architecture 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), applications, and architecture- TOGAF or C4 Model
* Advanced knowledge of software architecture, applications, and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Ability to evaluate current and emerging technologies to select or recommend the best solutions for the future state architecture
* Adds to team culture of diversity, opportunity, inclusion, and respect
Preferred qualifications, capabilities, and skills
* Experience with AWS, Azure, GKP, or other cloud platforms
* Experience in designing the greenfield application or platform
* Experience with AI/ML tools to assist in software definition, documentation or governance
Chase is a leadin...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:35
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Technology Risk Executive, you will lead second line of defense oversight of technology and cybersecurity/technology operational risk for Commercial and Investment Bank Markets lines of business, advising senior technology leaders, and supporting the firm's modernization and transformation to modern engineering practices.
You will evaluate risk posture against multi-year modernization roadmaps (e.g., cloud and platform modernization), Agentic AI adoption and proactively review change activity, define risk responses, and act as a trusted risk advisor influencing executive decisions.
Job Responsibilities
* Serve as the risk lead for technology and cybersecurity technology areas
* Evaluate risk posture and assess alignment to modernization strategies/roadmaps (e.g., cloud adoption, platform modernization).
* Shape technology and cyber risk strategy with senior tech and digital leaders
* Identify technology operational risks stemming from events/incidents impacting operations (including disruption of CIB markets operations where applicable).
* Identify operational risks from large and/or impactful change activities.
* Work side by side with first line control implementation and execution.
* Provide leadership across a matrixed organization, influencing priorities and outcomes beyond traditional boundaries.
* Build and maintain strategic executive relationships across the firm and with key external partners (e.g., suppliers, industry groups).
* Act as executive sponsor/trusted advisor to develop technology risk capabilities, including talent/workforce strategy and control maturity.
* Develop and execute an oversight plan for Global Markets Technology
Required qualifications, capabilities and skills
* 10+ years of senior IT leadership experience across application development, infrastructure, and/or cybersecurity with strong engineering background.
* Proven ability to influence/advise senior technology executives and operate effectively in a fast-paced, matrixed organization.
* Significant experience architecting and delivering large, complex solutions, including public and/or private cloud architectures (ie.
AWS/GCP/Azure).
* Ability to translate business strategy into investable technical roadmaps using enterprise architecture principles.
* Strong commercial and vendor management experience with external partners/suppliers.
* Strong understanding of applicatio...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:35
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgment 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 Senior Associate Credit Officer within the Credit Risk team, you will evaluate and identify risks and interpret data to support management in making well-informed credit decisions on multifamily commercial real estate loan requests.
You will operate in a dynamic, high-volume, and fast-paced environment, analyzing loans ranging from $1 million to $25 million+.
You will be part of a highly collaborative team that prioritizes learning, professional development, inclusivity, and mentorship.
Job Responsibilities:
* Oversee all aspects of credit analysis on loans secured by multifamily and other types of commercial real estate
* Evaluate and manage risks in each transaction
* Build and maintain strong relationships with internal business stakeholders including sales, processing, closing, and legal
* Apply relevant policies, standards, procedures, and regulatory requirements to all credit analysis activities
* Apply data analysis techniques to interpret results and provide insights and recommendations to management
* Serve as a technical expert in addressing inquiries and resolving system-related issues specific to credit risk analysis and management tools
* Monitor industry trends and best practices in credit risk management to enhance decision-making and maintain a competitive edge
Required qualifications, capabilities, and skills:
* Bachelor's degree in a business or finance concentration
* 3 years of experience in commercial real estate lending or 5 years of other banking or finance experience
* Thorough understanding of multifamily real estate property valuations and cash flow analysis
* Strong financial analysis skills, including evaluating property cash flows, property valuation, and personal financial statements
* Ability to manage competing priorities effectively in a collaborative, high volume environment while maintaining attention to detail
* Excellent verbal and written communication and problem-solving skills
* Ability to prioritize, plan, and manage processes to complete credit analysis and other assignments as needed
* Familiarity with regional commercial real estate markets and municipal regulations
* Proficiency in Microsoft Word, Excel, and PowerPoint, with the ability to quickly adapt to proprietary systems
Preferred qualifications, capabilities, and skills:
* Advanced degree in a related field or real estate coursework
* Experience...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:34
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Join Chase Media Solutions to help build a best-in-class sales organization that delivers meaningful value for clients.
You will shape how our teams learn, sell, and win by creating enablement programs that drive measurable results.
As a Vice President, Sales Enablement in Chase Media Solutions, you define and lead the enablement strategy that equips sales teams to grow revenue and improve performance.
You build scalable onboarding and training programs, deliver high-impact content and playbooks, and optimize the tools and processes that support selling.
You partner across Product, Marketing, Analytics, and Operations to align enablement with our go-to-market priorities and client needs.
Job responsibilities
* Define and execute a sales enablement strategy aligned with business goals and go-to-market initiatives.
* Build and scale onboarding, training, and ongoing learning programs for sales teams.
* Partner with Product, Marketing, Analytics, and Campaign Operations to develop playbooks, sales assets, and competitive insights.
* Implement and optimize enablement tools and platforms; ensure integration with sales technologies and customer relationship management systems.
* Organize and govern sales and client-facing content, including playbooks and training materials, within Seismic.
* Measure enablement effectiveness using adoption and performance metrics; identify gaps and drive continuous improvement.
* Advise sales leadership on process improvements that accelerate pipeline health and conversion.
* Foster a culture of accountability, high performance, and continuous learning across the sales organization.
* Stay current on sales enablement best practices, industry trends, and emerging technologies to strengthen outcomes.
Required qualifications, capabilities, and skills
* Bachelor's degree required.
* 7+ years of experience in sales enablement, sales operations, or related roles in media, advertising, technology, or financial services.
* Proven ability to design and deliver enablement programs that improve sales performance at scale.
* Strong leadership skills with experience managing and developing high-performing teams.
* Excellent communication, presentation, and stakeholder-management skills.
* Knowledge of sales methodologies and experience with customer relationship management and enablement tools.
* Strong analytical skills; ability to translate data into priorities, actions, and measurable outcomes.
* Ability to operate effectively in a fast-paced, matrixed environment.
Preferred qualifications, capabilities, and skills
* Advanced degree.
* Experience with Salesforce and Seismic administration or governance.
* Experience building content strategy, enablement operating rhythms, and training certification programs.
Applicants must be authorized to work for any employer in the US.
We are not able to provide immigration sponsorship o...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:34
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgment 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 Lead Credit Officer within the Credit Risk team, you will evaluate and identify risks and interpret data to support management in making well-informed credit decisions on multifamily commercial real estate loan requests.
You will operate in a dynamic, high-volume, and fast-paced environment, analyzing loans ranging from $1 million to $25 million+.
You will be part of a highly collaborative team that prioritizes learning, professional development, inclusivity, and mentorship.
Job Responsibilities:
• Oversee all aspects of credit analysis on loans secured by multifamily and other types of commercial real estate
• Evaluate and manage risks in complex transactions
• Mentor for more junior Credit Analysts and Credit Officers
• Build and maintain strong relationships with internal business stakeholders including sales, processing, closing, and legal
• Apply relevant policies, standards, procedures, and regulatory requirements to all credit analysis activities
• Apply data analysis techniques to interpret results and provide insights and recommendations to management
• Serve as a technical expert in addressing inquiries and resolving system-related issues specific to credit risk analysis and management tools
• Monitor industry trends and best practices in credit risk management to enhance decision-making and maintain a competitive edge
Required qualifications, capabilities, and skills:
• Bachelor's degree in a business or finance concentration
• 7 years of experience in commercial real estate lending, credit analysis, or loan workouts
• Thorough understanding of multifamily real estate property valuations and cash flow analysis
• Excellent financial analysis skills, including evaluating property cash flows, property valuation, and personal financial statements
• Ability to manage competing priorities effectively in a collaborative, high-volume environment while maintaining attention to detail
• Excellent verbal and written communication and problem-solving skills
• Ability to prioritize, plan, and manage people and processes to complete credit analysis and other assignments as needed
• Familiarity with regional commercial real estate markets and municipal regulations
• Proficiency in Microsoft Word, Excel, and PowerPoint, with the ability to quickly adapt to proprietary systems
Preferred qualifications, capabilities, and skills:
• Advanced degree in a related field or real estate coursew...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:33
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Are you energized by building products with data-not just reporting on them? Join us to shape how we deliver trusted, well-governed data that improves the Chase customer experience.
You'll sit at the intersection of Product, Data, and Technology, translating business outcomes into clear data requirements and partnering across teams to deliver data that is discoverable, reliable, secure, and analytics-ready.
As a Sr.
Associate Data Owner on the Home Lending Originations Data Owner team, you'll help drive our data strategy the way a strong product leader would: clarifying customer needs (data consumers), defining scope and success measures, prioritizing work across dependencies, and ensuring what we ship meets quality and control standards.
You'll collaborate closely with Product, Engineering, Analytics, and Risk to enable scalable data delivery while proactively managing data risk and compliance.
Job Responsibilities
* Own product data outcomes: Support the design, development and delivery of data products aligned to strategic business objectives and analytics use cases.
* Translate needs into requirements: Partner with stakeholders to understand data usage, define critical data elements, and document meaning, purpose, lineage, and metadata classification.
* Enable analytics and decisioning: Identify data products needed for integration into analytics platforms and help ensure it is fit-for-purpose for reporting, insights, and advanced analytics.
* Drive data quality as a product feature: Define and coordinate requirements for accuracy, completeness, timeliness, and consistency; establish clear acceptance criteria and controls.
* Manage delivery across teams: Coordinate with technology and data delivery partners to resolve data issues, unblock dependencies, and keep workstreams on track.
* Mitigate risk and ensure governance: Contribute to processes that identify, monitor, and reduce data risk while supporting compliance with firmwide standards for integrity and protection.
* Influence through partnership: Build strong relationships with product, engineering, analytics, and risk partners; communicate tradeoffs and align on priorities.
* Measure and report progress: Track workstreams, milestones, and KPIs to support predictable delivery and continuous improvement.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree and 3+ years in data-focused roles with demonstrated partnership across product and technology teams
* Experience delivering across multiple workstreams with competing timelines and dependencies
* Strong understanding of product/business data and processes; ability to frame data work in terms of customer outcomes and value
* Working knowledge of data management, governance, big data platforms, and/or data architecture, including SQL
* Ability to prioritize, manage ambiguity, and drive work forward in a matrixed organization
* Strong communicatio...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:32
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
* Bilingual in English and Mandarin required
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 ...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:32
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As a Senior Client Service Associate within the Latin America Private Bank at J.P.
Morgan you will be responsible for maintaining, deepening and enriching client relationships.
You will serve as the primary point of contact for all service related needs of a Private Banking client.
This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Job responsibilities
* Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
* Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
* Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
* Review and identify potential business opportunities for clients to engage in additional products, services, and digital platform.
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position
* Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
* Ability to fluently communicate (written and verbal) in Portuguese
* 3+ years of experience in the investment management industry
Preferred qualifications, capabilities, and skills
* College degree or equivalent client service experience preferred
* Experience with a wide array of financial products 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 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 coach...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:31
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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: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:30
-
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
* Bilingual in English and Mandarin required
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 ...
....Read more...
Type: Permanent Location: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2026-07-04 09:25:30
