-
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: Daytona Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:37
-
Help deliver the financial clarity that powers day-to-day trading and business decisions.
In this role, you'll own core profit and loss and risk reporting and translate results into actionable insights for senior stakeholders.
You'll strengthen controls, help support new business activity, and partner across teams to resolve issues quickly and accurately.
You'll join a collaborative group that values precision, ownership, and continuous improvement.
You'll have opportunities to broaden your exposure through cross-business projects and initiatives.
As a Product Controller in the Product Control team, you will support accurate profit and loss, balance sheet, and close processes for the business.
You will produce daily reporting and deliver analysis that helps leaders understand performance and risk drivers.
You will partner with stakeholders to enhance controls and support business initiatives.
You will coordinate across functions to resolve reporting and control issues in a timely manner.
You will contribute to a team culture focused on quality, accountability, and partnership.
Job responsibilities
• Produce and report daily profit and loss and risk measures in line with established processes and controls.
• Prepare financial reporting and analysis for desk heads, business managers, and senior finance stakeholders.
• Analyze drivers, trends, and variances and communicate insights in a clear, concise manner.
• Partner with the business to implement robust controls and support new business initiatives.
• Coordinate with front-office and back-office partners to resolve control and reporting issues accurately and on time.
• Support month-end close activities, including documentation and issue management.
• Provide analytical support for projects and initiatives within Product Control.
• Respond to daily ad hoc requests and time-sensitive deliverables.
• Track, prioritize, and deliver initiatives related to reporting, controls, and process improvements.
• Contribute to cross-business programs as needed.
Required qualifications, capabilities, and skills
• Minimum 6 years of experience in Product Control, Financial Control, Accounting, or a related field.
• Bachelor's degree in Accounting, Finance, Business, or a related discipline.
• Experience producing or reviewing profit and loss reporting and related analysis.
• Strong analytical skills with high attention to detail and a control-focused mindset.
• Proficiency in Microsoft Excel and PowerPoint.
• Strong written and verbal communication skills, including the ability to present findings to stakeholders.
• Demonstrated ability to build effective working relationships across teams.
• Ability to manage multiple deliverables and meet deadlines in a fast-paced environment.
Preferred qualifications, capabilities, and skills
• Understanding of financial products and markets
• Experience with risk reporting or risk measures
JPMorganChase, one of the oldest finan...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:36
-
Posting description
At JPMorganChase, we're building the next generation of AI-powered workflow automation.
This is a hands-on role for someone who thrives on ambiguity, ships quickly, and is energized by hard technical challenges.
Job Summary
As an Associate Applied Researcher in the Quantitative Trading & Research (QTR) Team, you'll sit at the intersection of applied research and production engineering turning frontier GenAI capabilities into reliable, high-leverage agentic systems that transform how we respond to inbound client requests.
Job responsibilities
* Build agentic systems end-to-end: design, prototype, and productionize multi-step LLM agents that retrieve context and generate accurate, well-structured responses
* Drive applied research by evaluating emerging techniques (tool use, planning, retrieval, evaluation frameworks, fine-tuning, prompt optimization) and integrating the best into production
* Own the full loop from problem framing and dataset construction through model/agent design, evaluation, deployment, and monitoring
* Improve quality systematically via evals, error analysis, and feedback loops that convert subjective issues into measurable fixes
* Partner cross-functionally with sales, quant research, trading, product, and engineering to deeply understand RFQ/client workflows and ship adopted solutions
* Build and maintain production-grade code and systems that are observable, robust, and scalable
* Contribute to technical direction and standards for agent design, evaluation, and safe deployment
Required qualifications, capabilities, and skills
* Strong coding skills (Python preferred) and comfort owning production code
* Advanced degree in Computer Science, Data Science, Machine Learning, or related field.
* Hands-on experience building with LLMs (agent frameworks, tool use, RAG, prompt engineering, evals)
* Strong understanding of modern GenAI capabilities, failure modes, and practical mitigation strategies
* Demonstrated applied research track record delivering ML/AI systems that moved a real business or user metric
* Ability to explain technical tradeoffs to non-technical stakeholders and write clearly
* Bias to action; comfortable working in ambiguity with rapidly evolving requirements
* Strong ownership mindset with a focus on improving what's broken without waiting for permission
Preferred qualifications, capabilities, and skills
* Experience with Equity Derivatives and Pricing
* Familiarity with evaluation frameworks, LLM observability, or fine-tuning open-weight models
* Experience scaling an agentic prototype into a production system used by real users
* Experience designing and operating monitoring/QA processes for LLM outputs (quality, safety, reliability)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:35
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any ot...
....Read more...
Type: Permanent Location: San Mateo, US-CA
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:35
-
Join our dynamic team to innovate and drive technology advancements, where you can push the limits of what's possible.
As the Solution Analyst / Technical Project Manager within the Engineering Tools & Productivity (ET&P) team, you will spearhead the delivery of complex technology projects and programs that align with the firm's business objectives.
Your expertise in technical principles, practices, and theories will be crucial in developing innovative solutions while efficiently managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability will help you navigate ambiguity and change, ensuring technology initiatives are in sync with business goals.
With advanced communication and stakeholder management skills, you will cultivate productive relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to operational planning and risk management strategies, ensuring service delivery is of the highest quality and professionalism.
The ET&P team aims to simplify the work of our 16,000 Consumer and Community Banking Engineer colleagues.
Your deep technical knowledge-including hands-on experience with CI/CD, automation, and data-driven decision-making - will be vital in managing programs that foster the creation and adoption of innovative solutions to fulfill this mission.
Success in this role involves understanding the purpose of ET&P's capabilities to ensure they meet customer needs and collaborating with engineer customers and their leadership to promote adoption.
Job responsibilities
* Develop and execute comprehensive program plans (scope, milestones, dependencies, resourcing, timelines) to ensure on-time delivery of ET&P capabilities
* Partner with engineering and product to define requirements, success metrics/OKRs, and roadmaps aligned to business and developer outcomes
* Identify and mitigate risks; proactively address roadblocks and implement contingency plans to maintain momentum
* Drive cross-functional execution across engineering, product, architecture, cybersecurity, and operations to deliver integrated outcomes
* Establish and maintain program operating rhythm (intake, prioritization, dependency management, release planning, status reporting, and governance)
* Champion adoption of agile ways of working and continuous improvement across teams
* Drive programs that deliver and improve CI/CD and release capabilities by partnering with engineering teams; define requirements, manage roadmap/dependencies, and track outcomes
* Leverage data-driven insights to improve adoption and productivity (e.g., active usage, DORA metrics, incident trends, lead time)
* Uses enterprise-authorized AI capabilities within the work environment to accelerate requirements synthesis, solution optioning, and architecture documentation, validating outputs and handling data according to sensitivity and sec...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:30
-
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 on the Life Sciences Banking team, you will be responsible for growing and retaining profitable relationships within Commercial and Specialized Industries specializing in Life Sciences.
The Life Sciences team is part of J.P.
Morgan's Commercial Banking group in Commercial and Specialized Industries.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents Life Sciences as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
* Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 8+ years of related experience
* Strong understanding of Commercial Banking products and services
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnerships with senior business and control partners
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers in...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:26
-
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
Required Qualifications, Capabilities, and Skills
* Three 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 throughout their business
* Experience with and in-depth knowledge of the equity and fixed income...
....Read more...
Type: Permanent Location: Fort Lauderdale, US-FL
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:26
-
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; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* 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 Spanish
* 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 ...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:25
-
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 on the Technology Fintech & Payments Banking team, you will be responsible for growing and retaining profitable relationships within the Commercial & Specialized Industries group specializing in Technology Fintech & Payments Banking.
The Innovation Economy Technology Banking team is part of J.P.
Morgan's Commercial and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents Technology Fintech & Payments Banking as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
* Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 8+ years of related experience
* Strong understanding of Commercial Banking products and services
* Understanding and interest in high growth software, payments, ecommerce, and marketplaces
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Disciplined pipeline management and operating cadence; Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:24
-
Chase Auto, a prominent provider of auto financing, manages a portfolio exceeding $80 billion in assets and collaborates with 75% of U.S.
franchised automotive dealers.
As part of the JPMorgan Chase franchise, Chase Auto serves auto dealers, consumers, and vehicle manufacturers, offering a comprehensive range of financial products and services, including retail lending, captive financing, floorplan products, cash management, private banking, and payment processing.
As an Underwriter III in Auto Finance, you will play a crucial role in reviewing policy and pricing exceptions and supporting daily operations.
Your responsibilities will include structuring decisions to optimize profit and strengthen relationships, processing automobile applications with a focus on response time, application volume, and approval quality.
You will aim to meet or exceed targets for return on equity (ROE), volume, conversion ratios, and other business metrics.
Additionally, you will initiate sales calls, prepare written follow-ups when necessary, and provide prompt, accurate responses to both internal and external customer inquiries.
Job responsibilities
* Review credit applications and make credit decisions in compliance with credit policy requirements and regulations.
* Assist in daily operations by reviewing policy and pricing exceptions.
* Structure decisions to maximize profit and enhance relationships.
* Process automobile applications, emphasizing response time, application volume, and approval quality.
* Meet or exceed targets for ROE, volume, conversion ratios, and other business metrics.
* Initiate sales calls and prepare written follow-ups as needed.
* Provide prompt, accurate responses to customer inquiries.
Required Qualifications, Capabilities, and Skills
* 5+ years of experience in credit auto.
* Experience reviewing credit bureau reports.
* Proficiency in credit decisioning and a solid understanding of consumer credit and relevant federal and state regulations.
* Comprehensive knowledge of indirect loan, refinance, direct and lease programs, bank products, and services.
* Expert knowledge of credit philosophy, policies, loan documentation, and related legal issues.
* Thorough understanding of the bank's policies, procedures, products, and inherent risks.
* Superior analytical skills with excellent written and verbal communication abilities.
* Results-oriented with high personal initiative and proven leadership skills.
Preferred Qualifications, Capabilities, and Skills
* Experience in sales and/or leasing.
* Proven ability to manage multiple tasks and projects in a fast-paced environment.
* Experience collaborating with cross-functional teams to achieve common goals.
* Strong interpersonal and communication skills for effective teamwork with diverse stakeholders.
* Demonstrate judgment and decisiveness.
Work Schedule
Employees are expected to work i...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:24
-
Join our Global Property Administration team as a part-time Document Admin and play a key role in managing critical documents, supporting business partners, and delivering outstanding client service in a dynamic, detail-oriented environment.
As a Document Admin within the Global Property Administration team, you will be responsible for managing and filing documents, conducting research and providing requested information, scanning and imaging, uploading legal and other documents, and delivering superior customer service to our clients.
*
*This role is part-time (2 days/week).
*
*
Job Responsibilities
* Managing and maintain file room
* Research document review as requested by business partners
* Scan and upload original documents
* Maintain Lien Tracker
* Maintain Letter of Credit Tracker
* Manage files/document filing, File/document retrieval requests in file vault Adhere to Global Information Management record retention policies and departmental, including legal retention requirements.
* Manage a log of cancelled/terminated/expired files and transfer to off site storage facility for archiving pursuant to legal requirements and global information management record retention guidelines.
* Notarize legal documents
Required Qualifications, Skills and Capabilities:
* Associate degree in Business Administration, Accounting, Real Estate, Finance, Economics or equivalent.
* Basic skills with Microsoft Excel, Word experience
* Excellent listening, verbal, written, and interpersonal communication skills
* Strong attention to detail and accuracy and excellent analytical and problem solving skills required
Preferred Qualifications, Skills and Capabilities:
* Notary License
* Knowledge of SAP or equivalent experience preferred
* Proven ability to work independently and be a self starter
* Efficient, proactive, responsive, team player with a proven track record of establishing and maintaining strong client and internal partner relationships
* Excellent listening, verbal, written, and interpersonal communication skills required
* Ability to communicate in writing policies, procedures, memoranda and training materials
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 reco...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:23
-
Join the Commercial Card - Business Intelligence team as a Data Analyst! B ecome a key player among other imaginative thinkers who share a common commitment to continuous improvement and meaningful impact.
Don't miss this chance to collaborate with brilliant minds and deliver premier solutions that set a new standard.
As a Data Analyst within the Commercial & Investment Bank Commercial Card team , you are an integral part of a team that works to develop high-quality data solutions for various reporting applications in modern cloud-based technologies.
As a core technical contributor, you are responsible for implementing critical data solutions across multiple technical areas within various business functions in support of project goals.
Job responsibilities
* Engages technical teams and business stakeholders to discuss and propose scalable data approaches to meet current and future needs
* Defines the data target state of their product and drives achievement of the strategy
* Develops secure, high-quality production code , and reviews and debugs code written by others
* Evaluates recommendations and provides feedback for new technologies
* Executes creative data solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions and break down technical problems
* Map s and analyze s end-to-end customer journey by synthesizing data across disparate sources to surface actionable insights and drive experience improvements
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability
* Facilitates evaluation sessions with external vendors, startups, and internal teams to drive outcomes through probing of data designs, technical credentials, and applicability for use within existing systems and information architecture
* Cooperates in data analytic communities of practice to drive awareness and use of modern data architecture technologies
Required qualifications, capabilities, and skills
* 10 + years of experience in an analytics , data analysis, or business intelligence role
* 5+ y ears of hands on experience using program languages such as SQL , Python , R to transform data from back-end sources such as Databricks or Trino
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Ability to w ork with large datasets and perform data cleaning , transformation , and analysis
* A dvanced knowledge in one or more object-oriented programming languages
* P roficien t in automation and continuous delivery methods
* P roficien t in all aspects of the Software Development Life Cycle
* Ability to translate complex, technical initiatives into clear, compelling narratives that influence the stakeholder decision and drive action
Preferred qualifications, capabilities, and s...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:21
-
As an Applied AI/ML Vice President within Global Private Bank, you will lead the design and build of agentic AI systems that execute reliable business workflows end-to-end.
You will bring deep expertise in agent architectures-including memory, state, and context management; loop engineering; tool orchestration; and spec-driven development-to deliver safe, observable, and high-quality solutions.
You will stay close to cutting-edge research, translating advances in LLMs, agent frameworks, reinforcement learning, knowledge graphs, retrieval, and self-improving systems into practical capabilities.
You'll thrive in a highly collaborative environment, partnering with business, technologists, and control partners to shape requirements, controls, and success metrics.
.
Job Responsibilities:
* Develop advanced agentic AI solutions across NLP, speech analytics, time series, reinforcement learning, and recommendation systems.
* Design robust agent architectures combining LLM reasoning with tools, structured data, and APIs-spanning state, memory, and context management, plus loop engineering (plan/act/observe, verification, termination, and fallback/escalation).
* Engineer reliable agent-driven workflows emphasizing correctness, traceability, and control-aware behavior (guardrails, approvals, auditable decision paths).
* Build knowledge-centric reasoning layers, including knowledge graphs and hybrid retrieval (RAG + graph + structured sources) to improve grounding and accuracy.
* Drive specification-driven development: author specs and contracts (schemas, validators, tool/skill interfaces) and build evaluation/regression harnesses.
* Advance agent quality via recursive self-improvement through automated evaluation and critique loops, red-team feedback, skill/prompt instruction optimization, and outcome-driven dataset curation (human-in-the-loop as needed).
* Coach and mentor AIML team members, setting a high bar for engineering rigor and research depth.
Required qualifications, capabilities, and skills:
* PhD in a quantitative discipline (e.g., CS/EE/Math/OR/Optimization/Data Science) or equivalent industry/research experience (e.g., 3+ years with PhD-equivalent depth; or MS with 5+ years).
* Demonstrated expertise building agentic AI systems, including several of: memory/state/context management, tool orchestration and workflow reliability patterns, loop engineering, spec-driven development, and prompt/skill instruction optimization.
* Strong hands-on experience with ML/DL methods and toolkits (e.g., PyTorch/TensorFlow plus core Python data/ML stack).
* Ability to design experiments and evaluation frameworks with metrics aligned to business outcomes (quality, reliability, latency, cost, safety).
* Experience with scalable data and model workflows (training and/or inference) and strong software engineering practices.
* strong communication skills to explain technical concepts to both techn...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:16
-
Join the Strategic Accounting Infrastructure and Control (SAIC) Team that is responsible for the analysis and execution of financial accounting architecture changes, supporting Financial Control, Asset Class Control, and Product Control.
As an Associate on the Strategic Finance Program Management group within SAIC team, you will partner with various stakeholder across multiple regions to deliver project objectives throughout multiple phases including requirements documentation, functional analysis, and testing.
You will have opportunities to leverage your product knowledge, problem solving ability, and accounting expertise to participate in meaningful discussion with partners from finance, tech, ops to solve complex business issues and build a strategic accounting infrastructure for securities processing.
The projects range from production remediation's and industry/line of business (LOB) initiatives to large-scale, multi-year strategic initiatives to replace entire product systems.
We are looking for Senior Associate to support the multi-year strategic build out of our in-house Securities Processing Platform, initially focusing on the LATAM region.
Job responsibilities:
* Liaise with various stakeholders (Finance, Ops, Corporate Accounting Policy) across the firm to define and document detailed accounting requirements including accounting calculations, when applicable, for debt instruments according to US and local GAAP
* Perform data & process analyses and present findings to key stakeholders
* Partner with Technology throughout analysis and testing
* Write and execute UAT test cases; participate in E2E, production parallel and conversion testing
* Analyze controls to ensure the strategic infrastructure operates within a solid control environment- including identifying any opportunities for process and control improvements; Make certain the design meets Finance Principles and Big Rules established
* Produce & maintain working group tracker, project plan and other project documents as required
Required qualifications, capabilities, and skills:
* Minimum of 3 years finance or accounting experience, fixed income securities accounting experience preferred
* Ability to work in a fast-paced environment, be flexible and adapt to the changing needs of stakeholders
* Detail oriented with strong analytical and problem-solving skills including root cause analysis and ability to provide solutions
* Strong communication and presentation skills
* Exceptional interpersonal and relationship building skills with the ability to collaborate across different groups and regions
* Strong organizational skills, including the ability to prioritize, and manage multiple activities
* Excellent working knowledge of MS Excel (Pivot tables, v-lookups, functions), PowerPoint and Word
Preferred qualifications, capabilities, and skills:
* Knowledge of key Finance systems and processes, including MIS ...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-10-06 11:43:12
-
Job Description
The Senior Reimbursement Accounting Analyst will be responsible for preparing and analyzing Medicare and Medicaid cost report templates, inputting information into the cost report program, and ensuring proper costs are identified in specific departments and cost centers.
This role requires strong analytical skills, attention to detail, and the ability to work independently to meet deadlines.
Responsibilities
• Prepare and maintain Medicare and Medicaid cost report workpapers, supporting schedules, and reimbursement analyses in accordance with federal and state regulatory requirements
• Compile, validate, and reconcile financial, statistical, labor, and census data utilized in cost report preparation and reimbursement reporting
• Analyze general ledger activity, trial balances, and supporting documentation to ensure accurate cost reporting treatment and proper allocation of expenses
• Perform detailed account analysis to identify reimbursement-related costs and ensure expenses are accurately assigned to the appropriate departments and cost centers
• Review cost reports and supporting schedules for completeness, accuracy, and compliance with applicable reimbursement regulations and filing requirements
• Research and interpret Medicare, Medicaid, and state-specific reimbursement regulations and apply findings to complex reimbursement scenarios
• Respond to cost report audits by providing all documentation requested by the auditor, including
• invoices, journal entry backup, and other items as requested
• Interact with facility staff and PACS staff to obtain required documentation and any items identified in analyzing accounts
• Work independently and be deadline-oriented to complete assignments and meet required deadlines for filing cost reports and responding to auditors
• Train other team members on how to perform various cost reporting tasks
• Manage Medicare/Medicaid bad debt analysis for accounting, cost reporting, and audit purposes
• Reconcile general ledger accounts associated with cost reporting
• Understand how cost reports affect rate setting
Education and Experience
• Bachelor's degree preferred in Finance, Accounting, or a related field with 2-5 years of experience or equivalent combination of education and experience, including 6-8 years of relevant reimbursement, finance, or accounting experience
• Advanced proficiency in Microsoft 365 applications, including Excel and Copilot enabled productivity tools
• Workday experience desired
• Knowledge of Medicare and Medicaid cost reporting requirements is preferred
• Strong analytical and problem-solving skills
• Excellent attention to detail and organizational skills
• Ability to work independently and manage multiple tasks
s imultaneously
Join PACS: Elevate Healthcare with Us!
PACS is elevating healthcare by revolutionizing our approach to leadership and quality care.
Guided by our core values of love, ...
....Read more...
Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2026-10-06 11:42:19
-
Job Description
The Reimbursement Accounting Analyst is responsible for preparing cost report schedules for filing, providing audit support, and responding to cost reporting inquiries.
This role involves performing detailed analysis of costs and accounts to ensure proper costs are recorded in the correct cost centers.
The ideal candidate should possess a strong accounting background, be organized, and be able to work independently.
Strong Excel skills are preferred, and the ability to work under pressure and perform many routine tasks is essential.
Responsibilities
• Prepare and organize financial, operational, and statistical data required for Medicare and Medicaid cost report filings
• Compile, validate, and maintain supporting schedules and documentation to ensure completion of accurate and compliant cost report submissions
• Perform detailed analysis of accounts to ensure proper costs are recorded in the correct cost centers
• Respond to cost report audits by providing all documentation requested by the auditor, including invoices, journal entry backup, and other items as requested
• Communicate with managers, coworkers, and facility personnel regarding documentation for cost reports and audits
• Assist with Medicare/Medicaid bad debt analysis for accounting, cost reporting, and audit purposes
• Reconcile general ledger accounts associated with cost reporting
Work independently and be deadline-oriented to complete assignments and meet required deadlines for filing cost reports and responding to auditors
Education and Experience
• Bachelor's degree, preferred in Finance, Accounting, or a related field or equivalent combination of education and experience, including 3-5 years of relevant reimbursement, finance, or accounting experience
• Proficiency in Microsoft 365 applications, including Excel and Copilot enabled productivity tools
• Workday experience desired
• Strong accounting background
• Knowledge of reimbursement policies and procedures preferred
• Excellent analytical and communication skills
• Excellent attention to detail and organizational skills
• Ability to work independently and under pressure
Join PACS: Elevate Healthcare with Us!
PACS is elevating healthcare by revolutionizing our approach to leadership and quality care.
Guided by our core values of love, excellence, trust, accountability, mutual respect, and commitment , we strive to foster a culture of compassionate care within our teams and the communities we serve.
As we grow rapidly, exciting opportunities await you to engage in impactful projects and contribute valuable insights to stakeholders nationwide.
If you're ready to make a difference and embrace our mission of creating real change, we invite you to join us at PACS.
Together, let's shape the future of healthcare!
Join Our Team and Thrive!
At PACS, we believe our employees are our greatest asset.
That's why we offer an exceptional benefits package designed to...
....Read more...
Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2026-10-06 11:42:04
-
Salary: $28/hr
General Purpose
The primary purpose of this position is to develop, coordinate, direct, and administer the facility's marketing and public relations programs and services.
Essential Duties
• Maintain a current listing of all resident care employee phone numbers.
• Plan, develop, organize, implement, evaluate, and direct the facility's public relations and marketing programs to maintain and increase census and provide the community with accurate information about the facility, its programs, and services.
• Develop and maintain written policies and procedures that govern the release of information concerning residents, employees, and the facility in accordance with current privacy rules and regulations.
• Assist department directors in developing and using marketing and public relations policies and procedures; establish rapport between departments to ensure all staff understand their role in these programs.
• Review marketing and public relations policies annually and recommend updates as necessary.
• Assist in the development, implementation, and tracking of customer satisfaction surveys.
• Interpret and communicate facility policies regarding information release to employees, residents, family members, visitors, and government agencies.
• Ensure all public materials (manuals, brochures, information packets, etc.) are accurate and up to date.
• Organize and maintain internal communications using bulletin boards, newsletters, committee meetings, and announcements.
• Schedule and participate in departmental meetings related to marketing and public relations activities.
• Provide creative support for activity and social services departments in developing resident programs and publications.
• Maintain positive relationships with families, residents, and community and civic leaders.
• Participate in community and civic groups to promote facility engagement and charitable activities.
• Coordinate with news media to share positive developments, new programs, or promotions.
• Keep the Administrator informed of media coverage or public information that could impact the facility.
• During emergencies, establish a public relations area to ensure accurate and policy-compliant information release.
• Assist in planning, conducting, and scheduling in-service training, orientation, and on-the-job training related to marketing and public relations.
• Create and maintain an atmosphere of warmth, personal interest, and positive emphasis throughout the facility.
• Follow ergonomics and safety policies related to lifting, repetitive tasks, and equipment use.
• Prepare and manage the departmental operating budget in collaboration with the Administrator.
• Serve on committees as directed by the Administrator.
• Maintain confidentiality of all resident information, including protected health information.
• Interpret and communicate resident rights to residents, families, and staff ...
....Read more...
Type: Permanent Location: Deer Lodge, US-MT
Salary / Rate: Not Specified
Posted: 2026-10-06 11:41:10
-
The Global Trusts & Estates Practice is an integral part of the services we offer to clients.
With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
When J.P.
Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust.
Job Summary
As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global Trusts & Estates Practice.
You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors.
You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services.
Your role will be crucial in maintaining our reputation as a leading global financial services firm.
Job Responsibilities
* Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
* Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
* Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
* Work with Tax Officers and trust counsel to resolve tax issues
* Address questions raised by beneficiaries, co-trustees and their advisors
* Work in a team-based environment
* Develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries.
Trust Officers have responsibility to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client services
* Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM's role, the risks inherent in the structure and underlying assets, and the client's expectations
* Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation
Required Qualifications, Skills and Capabilities
* Bachelor's Degree required
* In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
* Min...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-10-06 11:40:18
-
Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Community Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* Create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing and other marketing efforts
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval for internal Home Lending Advisors who have been in their position for less than one year.)
* Knowledge of real estate market ...
....Read more...
Type: Permanent Location: Stockton, US-CA
Salary / Rate: Not Specified
Posted: 2026-10-06 11:40:07
-
Global Commodities is responsible for the sale and marketing of commodity financial products, as well as options and selected physical commodities to institutional and corporate clients around the world.
Products include Precious Metals, Base Metals, Energy and Agricultural Commodities.
The firm is a major market-maker and service provider global across the commodity complex.
As an Associate within Americas Sales and Marketing, this opportunity is to join and assist the institutional sales team covering Americas clients (primarily hedge funds and asset managers) across the commodities complex.
Your responsibilities will include supporting the desk in day-to-day trading activities, with a particular focus on tie Investor Products/Index space.
The expectation is for this hire to quickly grow into covering their own book of business and become primary point of contact for assigned coverage.
Job responsibilities:
* Assist in the desk's day-to-day activities including account coverage, execution and content distribution as well as strategic planning and business organization
* Assist the team in covering a broad mandate of commodity responsibilities, with a particular focus on promoting the bank's index/QIS offering.
* Provide commodities coverage to institutional accounts and assist in strengthening the bank's presence with institutional clients in the commodity markets in both a flow and structured environment
* Contribute to building a strong presence which challenges the existing competitors in the market place
* Support other parts of the firm in their commodities marketing efforts
* Become "first call" for client's commodities needs
Required qualifications, capabilities, and skills:
* Existing Commodities experience, product knowledge as well as established contacts within the commodities client community
* Candidate must have impeccable integrity, a strong work ethic, solid analytical skills and a genuine interest in commodity markets
* Strong knowledge of the commodities environment; strong analytical skills; ability to execute with skill and urgency; deep knowledge of derivatives
* Strong written and verbal communication skills
* Excellent time management skills, attention to detail
* Interest in the commodities and macro markets
* Ability to work under pressure and to tight deadlines
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-10-06 11:39:58
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any ot...
....Read more...
Type: Permanent Location: Hesperia, US-CA
Salary / Rate: Not Specified
Posted: 2026-10-06 11:39:57
-
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 the firm's 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 the firm's 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 RISK...
....Read more...
Type: Permanent Location: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2026-10-06 11:39:54
-
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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Viera, US-FL
Salary / Rate: Not Specified
Posted: 2026-10-06 11:39:46
-
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 the firm's 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 the firm's 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 RISK...
....Read more...
Type: Permanent Location: Tyler, US-TX
Salary / Rate: Not Specified
Posted: 2026-10-06 11:39:45
-
Become an integral part of Private Bank team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Private Bank, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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 a...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-10-06 11:39:44
