-
The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions.
This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client.
The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service.
As a Client Specialist within J.P.
Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions.
You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel.
You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts.
Your new business generation will come from three primary sources:
* Bank-referred opportunities
* Your own business development efforts
* Existing wealth clients
When working with bankers you will serve as the lead wealth partner.
You will help identify the banker's best wealth management prospects, uncover the prospect's financial needs and objectives, and recommend appropriate wealth management solutions.
The team that works with our clients generally consists of:
* The banker that manages the overall bank relationship with the client
* The Client Specialist, who initially helps determine the appropriate wealth solutions for the client and may serve as an ongoing resource to clients
* Wealth Manager that acts as the day-to-day manager of the client's investment assets
* A Financial Planner for certain clients
* An Insurance Specialist for certain clients
* A Trust Officer in instances where we deliver trust services to the client
Job Responsibilities
* Collaborate with bankers to identify and prioritize prospects for private wealth management services.
* Establish credibility and build confidence as a trusted Client Specialist with bankers, prospects, and clients.
* Deliver initial wealth management counsel to prospects based on their specific situation.
* Recommend customized wealth solutions and the right team of advisors to manage the client's portfolio and serve their wealth needs.
* Effectively advance opportunities presented to you through a focused sales process.
* Generate new assets under management through the bank's existing lending relationships and through self-sourcing new relationships.
* Keep abreast of trends and strategies in wealth management.
* Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts.
* Partner with Chase Wealth Management advisors to understand their existing clients who have ...
....Read more...
Type: Permanent Location: La Jolla, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:24
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking's Personalization and Insights team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Our product, Personalization and Insights, builds and supports high throughput, low latency applications which leverage state of the art, machine learning models hosted on AWS.
These applications power personalized experiences across Chase Consumer and Community Banking channels, to help weave a user experience that includes traditional banking services with other services in the Travel, Merchant Offer Shopping, and Dining spaces.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s): Java, C++, python
* Requires in-depth of knowledge and experience in any two of the following areas, with developing knowledge in the others.
- High-throughput, low-latency micro service development using public cloud services.
- High throughput stream processing using Kinesis, Flink
- High volume data processing using tools such as DuckDB, Spark EMR etc.
* Proficiency in automation and continuous delivery methods.
Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated profic...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:23
-
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: Worth, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:22
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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...
....Read more...
Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:21
-
Job Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorgan Chase'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 oth...
....Read more...
Type: Permanent Location: Royersford, US-PA
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:19
-
If you are looking for a game-changing career, working for one of the world's leading financial institutions, you've come to the right place.
As a Principal Software Engineer at JPMorgan Chase within the Home Lending - Servicing Platform, you will have the opportunity to showcase your expertise and engineering excellence.
Being an integral part of an agile team, you will enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
This role allows you to leverage your advanced technical capabilities and collaborate with colleagues across the organization, promoting best-in-class outcomes across various technologies to support one or more of the firm's portfolios.
Job responsibilities
* Creates complex and scalable coding frameworks using appropriate software design frameworks
* Sets up and manags POC's to evaluate the feasibility and impact of new technologies and methodologies, ensuring alignment with business goals and technical requirements
* Leads AI innovation initiativese by identifying opportunies to integrat artificial intelligence into existing and new products, enhancing the firm's technological capabilities
* Drives the adoption of best practices in software development and AI integration, ensuring high standards of quality, security, and efficiency are maintained across all projects
* Explores and develop strategies for the implementation of cutting-edge technologies across the organization, ensuring they align with the firm's long-term objective
* Advises cross-functional teams on technological matters within your domain of expertise
* Contributes to the development of technical methods in specialized fields in line with the latest product development methodologies
* Creates durable, reusable software frameworks that are leveraged across teams and functions
* Influences leaders and senior stakeholders across business, product, and technology teams
* Champions the firm's culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Expert in Java programming language
* Strong skillset in AI
* Advanced knowledge of software application development and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Experience applying expertise and new methods to determine solutions for complex technology problems in one or more technical disciplines
* Experience within cloud technologies
* Ability to present and effectively communicate with Senior Leaders and Executives
* Understanding of the business
Preferred qualifications, ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:18
-
You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients.
A role as a Market Executive on the Life Sciences Banking team in our Innovation Economy business is for you.
As a Market Executive on the Life Sciences Banking team, you will be responsible for growing and retaining profitable relationships within the dynamic Life Sciences sector.
You will hire and direct team members in their client relationship management efforts to grow and retain profitable banking relationships.
In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio size is typically smaller in recognition of management responsibilities.
The Life Sciences Banking team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking 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 Life Sciences 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
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Minimum of 8 years' account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services with knowledge of the region
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Management experience in a Commercial Bank setting, specifically leading a commercial lending sales t...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:16
-
At CDAO (Chief Data Analytics Office), we drive our firm's strategic investments in AI/ML and data-oriented tools and capabilities.
Our engineering team is at the forefront of building innovative platforms, automating infrastructure operations, and enabling Agentic-based AIOps platforms.
Our mission is to enhance scalability, security, and reliability for CDAO-hosted managed services.
As a Senior Lead Software Engineer at JPMorgan Chase within CDAO you will play a crucial role in an agile team, focusing on the enhancement, construction, and delivery of trusted, market-leading technology products in a secure, stable, and scalable manner.
Your skills and contributions will have a significant impact on the business, and your deep technical expertise and problem-solving methodologies will be applied to address a wide range of challenges across various technologies and applications.
Job responsibilities
* Designs and implements scalable cloud native software solutions using modern technology stacks to deliver highly available, performant, and resilient products.
* Develops secure and high-quality production code, and reviews and debugs code written by others.
* 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.
Required qualifications, capabilities, and skills.
* Formal training or certification on software engineering concepts and 5+ years applied experience.
* Advanced in one or more programming language(s)(Eg: Java, Python).
* AWS or EKS or Terraform Certifications.
* Knowledge and deep understanding of AWS concepts, including Athena/Glue/EMR/S3/SQS/SNS/Lambda etc.
* Proficient in AWS, EKS/ECS, Java/Python/Microservices based applications and Spring Boot.
* Deep experience in Java or Python development along with leveraging Terraform to build infrastructure in AWS.
* Hands-on experience implementing DevOps practices using tools such as Docker, Jenkins, Spinnaker, and Terraform.
* Hand-on experience with coding and testing microservices.
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field.
Preferred qualifications, capabilities, and skills
* Understanding and hands-on experience with public cloud technologies, especially with AWS, in the context of ML engineering workflows, specifically featurization, experimentation, training, and evaluation (Sagemaker/EMR)
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 ...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:16
-
As a Product Associate, CX Technologist in Merchant Services Commercialization, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
As the CX Technologist Lead within the Commercialization team, you will execute on the end to end technical solutions that we give to clients.
You will architect service experiences across digital and technical domains bringing together JPM's client-facing interfaces, developer surfaces, and a back-end systems.
You will partner closely with Product Solution Specialists, Product, and Sales to identify client needs, assess competitive benchmarks, and design a more cohesive technical journey and integration experiences.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Design end to end experience merging the digital and technical journeys based on client profile and workflow
* Create and design unified dashboards for internal and external consumption that track client implementations
* Align KPI's across Product Solution Specialists and the Partner teams measuring things like NPS, CSAT, onboarding times, etc.
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Experience leading cross-functional projects and driving alignment and results
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
* Prior experience in financial services or an understanding regulatory complexity within the industry
* Proficiency in technical documentation and integration surfaces with a focus on customer success
FEDERAL DEPOSIT INSURANCE AC...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:15
-
The Global Alterative Investment Solutions team supports the JPMorgan Alternative Asset Management business that has $22 billion in assets and includes customized portfolios, fund of hedge funds, private credit, and cross alts portfolios.
As an Alternative Credit Fund Controller within the Global Alternatives Investments Solutions team, you will oversee financial operations of private credit funds.
You will work closely with an experienced group of professionals while being involved in all aspects of financial reporting, accounting, tax, internal controls, and oversight over service providers.
You will own core functional responsibilities and participate in more tactical and strategic initiatives working with senior leadership.
Job Responsibilities
* Assist in the oversight of month-end and quarterly pricing, financial reporting and accounting for the private credit fund and 40 Act interval fund.
* Focus on multiple underlying portfolio reviews and interaction with investment/deal team members.
* Research and report on market and industry trends/updates with regards to valuation policies.
* Assist in the Operational Due Diligence process with strict focus on tax review, compliance, and fund suitability for potential investments.
* Assist in the review of quarterly/annual financial statements for the private equity tender fund including all regulatory filings (N-Port, N-CSR, etc.).
* Ensure that all investments are accounted for in accordance with US GAAP and other local GAAP as needed.
Conduct technical accounting research and ensure appropriate application to private credit investments.
* Review and analyze the communication of financial performance
* Prepare monthly and quarterly reporting process.
Interaction with IR, Internal Financial Reporting, Fund administrators and other parties.
* Prepare and review cash flow, profitability and return/performance analyses used for portfolio management decision-making.
Required qualifications, capabilities and skills
* 7 or more years of private credit funds and/or hedge fund of fund experience
* Strong technical accounting skills with an emphasis on private credit/40 Act accounting, must be a subject matter expert in all aspects of SEC reporting obligations for private credit interval funds.
* A thorough understanding of hedge fund accounting, financial & tax reporting and fund administration
* Excellent communication skills, both written and oral, including the ability to interact with all levels of the organization
* Strong problem solving, analytical, and decision-making abilities
* Team player, highly motivated, self-starter with strong organizational/multi-tasking skill
* Ability to adapt to a rapidly changing business and technical environment
* Bachelor's degree in accounting
Preferred qualifications, capabilities and skills
* CPA preferred
JPMorganChase, one of the oldest financial institutions, off...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:15
-
As the Product Owner within the Reference Data Product Solutions team, you will be responsible for third-party/internal data platform and product management.
Job Responsibilities
* Collaborate with third-party vendors to triage consumer data issues and arrive at resolutions.
* Analyze vendor notifications to assess impact on consumers and prioritize based on impact/decommission dates.
* Collaborate with functional account owners to identify cost optimization opportunities and define implementation plans.
* Perform configuration management tasks using UI and prepare reports.
* Gather requirements, write JIRA stories, prioritize tasks, conduct user acceptance testing, and run backlog refinement and sprint planning sessions.
* Prepare and run meetings across various levels of management with strong stakeholder management skills.
Required Qualifications, Capabilities, and Skills
* Strong business analysis skills with the ability to draft current and future state process maps.
* Sound stakeholder management skills with the ability to prepare and run meetings across various levels of management.
* Familiarity with cloud platforms such as AWS/Azure.
* Quick learner with the ability to work independently.
* Understanding of financial reference data such as instrument data, market data, pricing data, entity data, valuation data, Bloomberg data license, and platforms awareness.
* Basic experience with project management, including preparing roadmaps and project plan documentation.
* Strategic thinking and comfort with tech/architecture collaborations.
Preferred Qualifications, Capabilities, and Skills
* Experience with vendor management coordination.
* Technical expertise in tools such as Excel pivots & reports, Power BI/Tableau Dashboards, Alteryx, Python, and Postman/Swagger API testing.
* Ability to learn and adapt to new technologies and tools.
*
*
* Relocation assistance is not available for this role.
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 ...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:13
-
Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Solutions Officer Senior you are responsible for identifying, proposing, and delivering appropriate Cash Management products and solutions to customers and prospects, including Chase Business Online and One Card with Rewards Onboarding over the phone, then a role as a Cash Management Solutions Officer is for you.
As a Cash Management Solutions Officer Senior (CMSO) within Business Banking, you will serve as a trusted Cash Management Advisor to Business Relationship Managers and their clients.
You will play a key role in fostering and building partnerships within the market.
Job Responsibilities
* Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
* Leverages expert knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank
* Conveys a professional, knowledgeable and confident demeanor over the phone
* Regarded as subject matter expert on Chase Business Online and One Card with Rewards.
Performs onboarding of clients with professionalism and skill
* Assists other CMSOs with client discussions and onboarding to build skills and share best practices.
* Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, AMs, MMs, Divisional Directors and cross functional partners (if appropriate BSR or SBS teams).
Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
* Aligns daily activities to launch results; Engages in a disciplined relationship development process and manages quality call activities; Manages customer expectations by communicating upfront timelines and deliverables.
Partners with the client to ensure a successful implementation of Cash Management products
Required Qualifications, Capabilities and Skills
* Minimum 3 years' experience in Cash Management/Treasury Services or related business experience
* Solid Cash Management product/solution knowledge
* Bachelor's Degree in Finance or related field
* Certified Treasury Professional certified or has ability to obtain certification
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eli...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:13
-
If you are looking for a game-changing career, working for one of the world's leading financial institutions, you've come to the right place.
As a Principal Software Engineer at JPMorgan Chase within the Corporate Sector Risk and Financial Technology team, you will lead the creation and implementation of a strategic roadmap for allocation transformation, ensuring alignment with the firm's long-term goals and objectives.
You will have the opportunity to collaborate with data engineering and analytics teams to build scalable and robust data solutions that support business needs, while influencing stakeholders and promoting strategic initiatives.
We are seeking a highly skilled and motivated Technology Strategy Lead with a strong background in finance, planning & analysis (P&A), and allocations.
The ideal candidate will possess solid domain knowledge in these areas and have a deep understanding of data and data engineering principles.
This role requires the ability to influence stakeholders and drive the strategy for allocation transformation within the firm.
Job Responsibilities
* Lead Data Product Development.
Creation and implementation of a strategic roadmap for allocation transformation, ensuring alignment with the firm's long-term goals and objectives.
* Conduct thorough analysis of current allocation processes and identify areas for improvement and innovation.
* Develop metrics and KPIs to measure the success of transformation initiatives and report progress to senior leadership.
* Drive the design and development of data products that enhance allocation processes and provide actionable insights to stakeholders.
* Collaborate with data engineering and analytics teams to build scalable and robust data solutions that support business needs.
* Define data product requirements, including data sources, integration points, and user interfaces, ensuring they align with strategic objectives.
Apply deep knowledge of finance, P&A, and allocations to guide strategic decisions and ensure alignment with industry best practices.
* Provide expert advice on financial modeling, budgeting, and forecasting to support allocation strategy.
* Lead pilot projects to test new technologies and methodologies, evaluating their potential impact on the firm.
* Build strong relationships with key stakeholders across the organization to gain support and buy-in for strategic initiatives.
* Present complex ideas and strategies in a clear and compelling manner to influence decision-makers and drive change.
Address concerns and challenges raised by stakeholders, providing solutions and maintaining open lines of communication.
Required qualifications, capabilities, and skills
* 7+ years of experience or equivalent expertise in Software Engineering, with a focus on leading complex technology projects and programs in large organizations.
* Proven experience in finance, P&A, and allocations within a technology-driv...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:12
-
Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead in our Cybersecurity and Technology Controls Team, you will contribute to the successful management of technology-aligned aspects of Governance, Risk, and Compliance in line with the firm's standards.
Leverage your broad knowledge in risk management principles and practices to assess and monitor risks and implement effective controls.
Your role in risk identification, control evaluation, and security governance is crucial in advising on complex situations and enhancing the firm's risk posture.
Through collaboration and analytical skills, you will contribute to the overall success of the Technology Risk & Services team and ensure compliance with regulatory obligations and industry standards.
Job responsibilities
* Assess and monitor technology risks, ensuring compliance with firm standards, regulatory requirements, and industry best practices
* Lead all aspects of our SOX program relating to IT general and applications controls, including annual and ongoing risk assessments, facilitation of walkthroughs and overseeing the documentation and testing of applicable controls
* Support implementation of effective controls in collaboration with cross-functional teams and stakeholders
* Evaluate the effectiveness of existing controls, identify gaps, and recommend improvements to mitigate risks and enhance the firm's risk posture
* Analyze complex situations, provide advice on risk management strategies, and support the implementation of risk mitigation measures
* Collaborate directly with the External Auditors on the scoping and execution of all IT components of the SOX program, including the evolution of compliance requirements based on PCAOB or firm mandates
* Drive initiatives to improve the SOX program and promote efficiencies, improving governance and structure for audit processes and deliverable
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on risk identification, assessment, and mitigation
* Experience in risk identification, assessment, and control evaluation, with a strong understanding of industry standards
* Demonstrated ability to analyze complex issues, develop and implement risk mitigation strategies, and communicate effectively with senior stakeholders
* Proficient knowledge of risk management frameworks, regulations, and industry best practices
* Strong understanding of the Sarbanes-Oxley Act, the 2013 COSO framework, NIST, COBIT, SOC, DCAM, and SEC guidance for management's assessment of internal controls over financial reporting
* Demonstrated ability to apply IT-related knowledge and experience in solving compliance issues
Preferred qualifications, capabilities, ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:11
-
Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Connected Commerce Technology, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Proficient in Java or .NET, React, Spring Boot and Web Development.
* Strong competency in Java for backend development, with experience in system design, application development, testing, and operational stability.
* Experience using and designing schemas/data structures in SQL or NoSQL databases.
* Travel or Hospitality experience.
* Hands-on in all aspects of the Software Development Life Cycle.
* Proficiency in automation and continuous delivery methods.
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages.
* Demonstrated ability to work effectively in a highly collaborative environment, with strong written and verbal communication skills.
* Self-starter with a growth mindset and a sense of urgency and pride in work.
* Ability to tackle design and functionality problems independently with little to no oversight
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Java preferred, .NET a plus
* Strong written and verbal communication
* Expertise in applying appropriate data structures and algorithms to solve business and technical problems.
* Experience with caching ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:11
-
We are on the lookout for a talented Senior Associate to join our Commercial Investment Banking Audit team.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As a Senior Associate in the Global Sales and Research audit team within the Commercial Investment Banking Audit team, you will lead all aspects of the audit lifecycle including, planning, fieldwork, reporting, validation and continuous monitoring.
The role is highly visible and also offers you exposure to senior executives outside of Internal Audit across the bank.
Job responsibilities
* Plan, execute and document audit reports, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure while ensuring audits are completed timely and within budget
* Work closely with global Audit colleagues in the early identification of emerging control issues and reporting them timely to Audit management and business stakeholders
* Recognize the confidential nature of Internal Audit communications and access to information; you must be disciplined in protecting the confidentiality and security of information in accordance with firm policy
* Partner with stakeholders, business management, other control groups (i.e.
risk management, compliance, fraud prevention), external auditors, and regulators establishing strong working relationships while maintaining independence
* Finalize audit findings and use judgment to provide an overall opinion on the control environment through developing recommendations to strengthen internal controls
* Take ownership of self-development, including stretch assignments, to prepare for greater responsibilities and career growth, and take initiative to seek out opportunity for continued learning
* Stay up to date with industry trends to identify opportunities for game changing innovations or strategic partnerships
Required qualifications, capabilities and skills
* 5+ years of internal or external auditing experience, or relevant business experience
* Bachelor's degree (or relevant financial services experience)
* Experience with internal audit methodology and applying concepts in audit delivery and execution
* Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner
* Strong interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners
* Strong analytical skills particularly in regard to assessing the probability and impact of an internal control weakness
* Flexible to changing business priorities and ability to multitask in a constantly changing environment
Preferred qualifications, capabilities and skills
* Advanced Degree in releva...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:10
-
Join J.P.
Morgan, a leader in asset and wealth management with over 200 years of expertise.
Be part of a collaborative team where your unique perspective promotes innovation.
Benefit from training, mentorship, and engaging projects in our nine-week program.
Work with top professionals to shape decision-making and manage risk, with the potential for a full-time offer.
As a part of the 2026 Asset & Wealth Management Risk Full Time Analyst Program, you will collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients.
You will make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment.
You will contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients.
You will work under the guidance of mentors and a supportive team to help you learn and grow, developing innovative ideas to help our business.
Job Responsibilities:
* Collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients.
* Make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment.
* Contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients.
* Work under the guidance of mentors and a supportive team to help you learn and grow.
* Develop innovative ideas to help our business.
* Network with industry leaders, access best-in-class training, and learn how our businesses work together to provide excellent customer service.
* Sharpen your technical skills, and finance and accounting principles.
There are opportunities available with the following groups:
* Credit Risk (Columbus, OH): Oversees risk to earnings or capital arising from a borrower's failure to meet the terms of a loan agreement.
Analysis of client financial statements is key in determining credit risk.
* Wealth Management Investment Risk & Analytics (Columbus, OH): Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients.
* Asset Management Risk (New York, NY): Oversees and monitors investment, counterparty, and liquidity risks relating to client investments.
Required Qualifications, Capabilities, and Skills:
* Pursuing a Bachelor's or Master's degree.
* Graduation date of December 2025 - June 2026
To be eligible for this program, you must be authorized to work in the U.S.
We do not offer any type of employment-based immigration sponsorship for this program.
Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
We will be filling our classes on a rolling basis.
We strongly encourage you to submit your applicat...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:09
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Tomball, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:08
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Conroe, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:08
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Missouri City, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:07
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Pasadena, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:07
-
If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you.
By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning.
No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move.
After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us
The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks.
For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives.
Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices.
This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job responsibilities
* Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
* Work with a team of bankers, investment specialists, wealth advisors, and lending specialists.
Throughout the summer, you'll learn about our business and our clients while building your own expertise.
* Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
* Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network
Required qualifications, capabilities, and skills
Pursuing a Bachelor's or Master's degree
Cultural knowledge and fluency in Spanish and/or Portuguese
Expected graduation date of December 2025 through June 2026
Highly-driven and enjoy working in teams to develop complex solutions
Exceptional interpersonal, communication, analytical and problem-solving skills
Excellent organizational skills and ability to multitask
Genuine int...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:06
-
Elevate the customer experience by spearheading transformative success strategies and infusing your leadership insights to inspire teams and cultivate lasting customer relationships.
As a Customer Success Director within JPMC's Central Infrastructure Platforms team, you will lead efforts to enhance the impact of the Customer Success team.
You will oversee customer success initiatives, promote customer health metrics, and manage the onboarding journey, focusing on product adoption, expansion, and retention for some of our largest customers.
As a leader in this space, you establish best practices and closely collaborate with a cross-functional team to deliver exceptional customer experiences.
Job responsibilities
* Develops and executes a comprehensive customer success strategy through proactive engagement, onboarding, product adoption, expansion, and execution, while considering past and current strategies to identify opportunities for improvement and align with company objectives
* Coaches the team on account meeting best practices including communications, customer retention, research, and expansion
* Builds and owns the strategy for key success metrics to track customer health, adoption, retention rates, and customer satisfactions (CSAT), and delivers these metrics to leadership
* Takes a customer-first view which ties back to how the product impacts our customer groups
* Supports an internal JPMC line of business as an internal customer of our central Infrastructure Platform (IP) organization.
* Supports customer broadly as their cloud tech advisor and navigator of the IP org which includes private and public cloud platforms, products, abstraction layers, and tooling.
* Leads a cross-functional matrixed resources including Solutions Architects, Customer Success Analysts, and Operational/Production support resources.
* Drives annual planning and delivery structures in collaboration with customers, beginning with strategic annual planning sessions.
* Identifies shared customers goals and areas where IP enablement is essential, aligning IP owners to drive delivery towards these objectives.
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise in customer success roles in product or technology
* Experience managing customer bases with technology applications and advising teams on best practices
* Proven ability to influence the adoption and retention of our products across a diverse customer base
* Demonstrated prior experience leading a team across highly matrixed and complex organizations while delivering value at scale
* Demonstrated knowle dge of both pub lic and private cloud offerings as well as technical proficiency across compute, databases, networking, machine learning, and data analytics domains.
* Exhibit strong writing and communication skills with experience constructing technical business cases, calculating ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:05
-
Join JPMorganChase's Consumer and Community Banking (CCB) External Reporting team in a dynamic role working with the Credit Controller overseeing Current Expected Credit Loss (CECL) allowance governance processes across consumer sub-lines of business (LOB) encompassing automobile, credit card, business banking, and home loans.
The team assists each sub-LOB controller and loss forecasting team in ensuring adherence to allowance reporting standards and works closely with credit risk modelers to ensure comprehensive consistent documentation across products including evidencing credible challenge cross sub-lines of business.
As CECL is highly regulated, you will be responsible for effectively communicating the robustness of processes and governance to auditors and examiners to achieve strong review ratings.
As a Senior Associate on the Credit Controller team, you will ensure compliance with corporate and regulatory requirements while maintaining a sound control environment and adherence to allowance reporting standards.
You will assist the Regulatory and SEC Reporting Controllers teams in ensuring compliance and accuracy of the CECL allowance on financial statements and filings with various regulatory bodies such as the Federal Reserve Bank, OCC, FDIC, and SEC.
Your role includes preparing and reviewing reports, providing supporting information as required by external auditors or regulatory authorities, and engaging in strategic projects while enhancing your technical skills with tools like Alteryx, Tableau, and SQL.
Job Responsibilities
* Assist the CCB Credit Controller in all facets of CCB's Current Expected Credit Losses (CECL) governance process.
* Maintain an appropriate CCB Allowance for Credit Losses by adhering to the Firm's Current Expected Credit Loss (CECL) policies and governance standards.
* Serve as the primary point of contact for inquiries related to CCB or Consumer Allowance, promoting collaboration and effective communication among CCB Finance Controllers, Credit Risk Loss Forecasting, Corporate Accounting Policy, Firmwide Risk Controllers, and SEC Reporting teams.
* Ensure strict control and governance processes across CCB, ensuring audit readiness at all times.
* Participate in quarterly sub-LOB and Firmwide Allowance governance meetings, actively engaging in and documenting the review and effective challenge of results.
* Document management's decision-making processes accurately, including drafting the quarterly CCB Allowance Memo.
* Review and edit sub-LOB Allowance Memos to ensure methodological consistency across teams and over time, while adhering to firmwide and CCB standards.
* Stay informed on economic research and contribute to the review and challenge of quarterly macro-economic variable projections produced by the Firmwide Economics and Scenario Analytics (FESA) team.
* Support the Regulatory and SEC Reporting Controllers teams in the preparation and review of financia...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:04
-
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...
....Read more...
Type: Permanent Location: Altoona, US-IA
Salary / Rate: Not Specified
Posted: 2025-09-09 08:33:04
