-
Description
The Multi-Asset Solutions group, a key segment within J.P.
Morgan Asset Management, brings together a range of capabilities in managing more than $300 billion globally across a variety of investment solutions.
The group has over 50 years of experience in managing multi-asset investment portfolios and direct security-based strategies to meet the investment management needs of institutional and retail clients.
Job summary:
The Investment Specialist Program Associate on the Beta Strategy Multi Asset Solutions team is responsible for all commercial and client-facing activity within the investment team, partnering with portfolio managers, researchers, technologists, and other functions in growing the business.
You will provide broad ranging support to ensure the IS team delivers the best possible service to both internal and external parties, primarily focusing on J.P.
Morgan Asset Management's tax-smart direct indexing capabilities.
JPMorgan Asset Management offers a range of tax-managed equity strategies to financial intermediaries, seeking to provide equity market exposure while also implementing investor directed customization and enhanced tax management .
These strategies represent one of the fastest growing components of JPMorgan Asset Management, with the firm's Tax Smart SMA Platform now responsible for over $25bn in assets under management across 10,000+ individual client accounts.
You will be focused on supporting the continued build out of our capabilities, including new opportunities across the United States.
Job responsibilities:
* Provide account updates, market updates, strategy changes, and responses to ad-hoc client queries to Senior Investment Specialists, who in turn would communicate the updates with clients or utilize the information for client meetings.
* Present materials for maintenance and development of client presentations (pitch books, portfolio reviews, etc.) as well as marketing materials.
Your input and initiative will be critical as you will be expected to craft creative solutions for varying client needs.
You will be partnering with portfolio managers and other investment specialists to develop and revise materials as appropriate.
* Support relationships with sales channels; serve as initial point of contact for questions from internal client advisors
* Create regular reports for clients to detail their investment positioning, performance, attribution, strategy outlook and market commentary.
These include writing detailed portfolio and market commentary.
You will partner with our portfolio management team and our Client Reporting teams in this role.
* Request for Proposals and questionnaires - you will be responsible for drafting initial responses to client deliverables including RFPs and monthly/quarterly/ad-hoc questionnaires.
You will work with client advisors, their sales associates, marketing and RFP writers.
* Gather, analyze, and maintain a warehouse of informatio...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:06
-
Join a role that's central to our technological resilience, offering a unique opportunity to shape the firm's tech risk strategy and enhance industry compliance.
As a Tech Risk & Controls Director in Consumer and Community Banking, Engineering Tools and Productivity, you will play a pivotal role in shaping and implementing the firm's technology risk management strategy.
Leveraging your advanced knowledge and expertise in technology-risk disciplines, you will identify, oversee, and mitigate compliance and operational risks in line with the firm's standards.
You will collaborate with various stakeholders, including Product Owners, Business Control Managers, and regulators, to develop and maintain a comprehensive view of the technology risk posture and its impact on the business.
Your ability to make calculated decisions, manage large teams, and drive strategic projects will be crucial in ensuring the firm's adherence to regulatory obligations and industry best practices.
Your work will contribute to the long-term success and resilience of the organization in an ever-evolving technology landscape.
Job responsibilities
* Develop and implement technology risk management strategies, policies, and processes to identify, assess, and mitigate risks, driving strategic projects and initiatives to enhance the firm's technology risk management capabilities.
* Collaborate with engineering teams to identify and implement solutions that effectively address software development lifecycle (SDLC) control adherence and drive operational excellence.
* Identify and escalate emerging and upstream technology risks through execution of the firm's management framework tools, including risk event management, reporting, and action plan tracking.
* Provide expert counsel and technical guidance to stakeholders and team members regarding security obligations and control adherence best practices, facilitating acceptable outcomes.
* Establish and maintain strong relationships with internal and external stakeholders, including cross-functional team leads, regulators, and auditors, to ensure compliance with legal, regulatory, and industry standards.
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance.
* Manage reporting and governance of overall controls, policies, issue management, and measurements, providing insight to senior leaders into effectiveness of controls and informing governance work.
* Lead the end-to-end success of solutions from ideation to launch through collaboration with engineering, product, and infrastructure support teams.
* Communicate progress and risk posture to key stakeholders, providing executive-level updates and a comprehensive view of technology risk impacts.
* Drive innovative solutions and foster a culture of continuous improvement, learning, and experimentation within the team.
Required qualifi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:05
-
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: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:05
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:05
-
Job Description
As a Lead Applied AI/ML Data Scientist within Asset & Wealth Management's, you will leverage deep technical expertise and inclusive leadership to shape AI strategy and deliver high-impact, production-grade solutions.
You'll partner across engineering, product, and business teams to architect, launch, and scale AI capabilities that drive client and employee value.
Job Responsibilities
* Provide technical leadership, mentoring, and coaching; foster an inclusive, growth-mindset culture.
* Architect and ship production multimodal LLM systems across text, image, speech, and video.
* Design and implement GenAI and agentic solutions to automate complex operational workflows.
* Own end-to-end delivery, including architecture, performance, reliability, monitoring, and continuous improvement.
* Bridge cutting-edge AI research with robust engineering practices to build production-ready solutions.
* Establish best practices for ML Ops (evaluation, observability, testing, governance) to ensure safe and responsible deployment.
* Collaborate with cross-functional stakeholders and senior leadership; influence direction with clear, data-driven narratives.
* Drive results with an entrepreneurial, outcomes-focused mindset in a fast-paced environment.
Required Qualifications, Capabilities, and Skills
* PhD or equivalent experience in Computer Science, Data Science, Mathematics, Statistics, or a related quantitative field.
* Strong background in NLP, Computer Vision, Knowledge Graphs, Reinforcement Learning, and/or multimodal LLMs; solid foundation in statistics, optimization, and ML theory.
* Advanced proficiency in designing, deploying, and operating production ML pipelines and services.
* Practical knowledge of agentic patterns and frameworks (e.g., LangChain, LangGraph, Auto-GPT) and their application in enterprise workflows.
* Expertise with modern ML/DL toolkits (e.g., TensorFlow, PyTorch) and supporting ecosystems.
* Exceptional communication and stakeholder engagement skills; ability to convey complex concepts and build trust at all levels.
Preferred Qualifications, Capabilities, and Skills
* Familiarity with AWS cloud services and building scalable AI solutions in cloud environments.
* Experience with advanced agentic workflow orchestration: multi-agent coordination, stateful task management, and integration with event-driven architectures.
* Hands-on experience with parameter-efficient fine-tuning (LoRA, QLoRA, IA3), model quantization (INT8, FP16, GPTQ), and quantization-aware training for LLMs at scale.
* Deep knowledge of distributed training strategies (data/model/pipeline parallelism), memory optimization, and inference acceleration for large-scale multimodal models.
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 ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:04
-
Join our dynamic team as a Program/Project Manager and lead transformative projects that shape the future of our industry! This is a unique opportunity to leverage your strategic vision and leadership skills to drive impactful initiatives and foster innovation.
At our company, you'll find unparalleled career growth and mobility, empowering you to reach new heights in your professional journey.
Collaborate with a talented team in a supportive environment that values creativity and excellence.
Be part of a forward-thinking organization that offers competitive benefits and a culture of continuous learning and development.
As a Program/Project Manager within Global Equities Operations Transformation, you will be a key driver in transforming strategic plans into tangible programs and projects, delivering impactful results across various operational teams.
You will leverage your deep knowledge and expertise in operations project management, to navigate complex issues, make informed decisions, and ensure the successful execution of programs.
Your role will involve significant cross-functional collaboration, data analysis, and conflict management to align operations initiatives with business strategy.
Your ability to think strategically, adapt to change, and deliver excellent customer service will be crucial in this role.
While strong project and project management capabilities are important, success in this role also requires deep product and operational knowledge.
You will bring hands-on experience within Global Equities operations, enabling them to understand underlying products, workflows, risks, and dependencies, and to translate strategic objectives into practical, executable solutions that drive meaningful operational change.
Job responsibilities
* Lead the transformation of strategic plans into high-impact programs and projects, utilizing your expertise in project management and strategic thinking to deliver results across various business units.
* Oversee the execution of programs, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments.
* Utilize data analytics to monitor program progress, make informed decisions, and direct necessary adjustments to ensure the successful delivery of program commitments.
* Build, lead, and manage diverse teams, fostering an environment of continuous learning and growth, and effectively delegating tasks to ensure efficient and effective achievement of objectives.
* Engage with senior management and stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues.
* Drive process innovation by identifying opportunities for improvement and implementing best practices to optimize operational performance.
* Champion a culture of recognition, celebrating team achievements and individual contributions to motivate and retain top talent.
* Take ownership of high-visibility projects tha...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:04
-
DESCRIPTION:
Duties: Manage a Portfolio of over 100 Credit Clients.
Complete annual reviews on all clients within the portfolio.
Review and decide on new credit requests that come in for clients and prospects.
Renew credit facilities when they mature.
Review documents and execute them for the bank.
Advise bankers on credit questions they may have about their clients and prospects.
Assist with ongoing portfolio maintenance and reporting the team may need.
Conduct credit analysis on assigned set of clients and present the conclusion of the analysis.
Interpret financial statements to assess fiscal health and funding mechanisms.
Monitor and manage a portfolio of client credit exposures across industry classes, taking ownership of ongoing credit needs.
Prepare and present quarterly and annual risk reviews, tiering analyses, assigning risk rating and maintain updated credit research on portfolio of clients.
Analyze the unique financial structures and funding mechanisms in these sectors, considering diverse revenue and expenditure streams.
Develop forward-looking risk assessments addressing challenges such as regulatory changes, policy impacts, demographic shifts, and mission-driven financial management.
Participate in due diligence meetings with sector-specific stakeholders to gain insights into their financial strategies and operational priorities.
Assess impacts on key value drivers utilizing advanced models tailored to each sector, incorporating variables including revenue streams, enrollment projections, reimbursement trends, and donor funding cycles.
Design and recommend credit structures that align with financial cycles and regulatory requirements, supporting strategic initiatives including capital projects, program expansions, and mission-driven activities.
Prepare and review credit approval materials with a focus on compliance and governance standards relevant to each sector.
Analyze and negotiate covenants and legal documentation to ensure terms are appropriate and compliant with regulations, procurement laws, and donor restrictions.
Assist in negotiating, finalizing, and executing loan documents, ensuring seamless coordination and compliance through effective collaboration across various functions.
Ensure risk ratings accurately reflect the current and future financial health of clients, considering economic conditions, policy changes, and funding landscapes.
Provide early identification and proactive management of deteriorating credits and problem situations.
Assist with training new team members.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Finance, Accounting, or related field of study plus 3 years of experience in the job offered or as Credit Officer, Financial Analyst, Credit Manager, or related occupation.
The employer will alternatively accept a Bachelor's degree in Finance, Accounting, or related field of study plus 5 years of experience in the job offered or as Credit Officer, Financial Analyst,...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:03
-
The CX Insights & Experience team integrates customer intelligence, journey performance, and solution delivery to drive measurable improvements across the Card & Connected Commerce businesses.
We work across all P&L owners and functional partners to create a unified view of customer friction, competitive positioning, and experience health.
We identify, quantify, and resolve customer pain points while guiding the organization toward a future-state CX vision based on competitive insights and data-driven strategy.
As an Associate in Strategic Initiatives and Solutions, you will support the execution of customer experience (CX) strategies for the Card & Connected Commerce businesses.
You will collaborate on cross-functional projects that address customer pain points, improve journey performance, and deliver innovative solutions aligned with our CX vision.
Key Responsibilities
* Support the integration of CX principles into strategy development, roadmap planning, and execution.
* Apply a product owner mindset to help translate customer insights into actionable solutions.
* Contribute to special projects that address business challenges and evolving customer needs.
* Develop knowledge of the card business and financial services to inform decision-making.
* Use analytics tools to gather and synthesize customer insights, including AI-driven tools and journey analytics.
* Assist in monitoring and reporting on the effectiveness of CX initiatives, using data to refine strategies.
* Collaborate with cross-functional teams to ensure efficient delivery of solutions.
* Communicate findings and recommendations clearly to stakeholders.
* Adapt to ambiguous environments and demonstrate a willingness to learn new areas.
Qualifications
* Bachelor's degree required.
* Minimum 5 years of experience in customer experience, strategy, analytics, or related fields within financial services, card business, or data-driven industries.
* Experience supporting cross-functional projects and working in collaborative environments.
* Proficiency in analytics, including experience with AI-driven tools, sentiment analysis, or journey analytics.
* Strong problem-solving and organizational skills.
* Excellent communication and stakeholder engagement abilities.
* Ability to learn quickly and adapt to changing priorities.
* Experience with journey mapping, customer intelligence, or solution delivery is a plus.
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 bas...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:03
-
Description
Assume a vital position as a key member of a high-performing team that delivers infrastructure and performance excellence.
Your role will be instrumental in shaping the future at one of the world's largest and most influential companies.
As a Lead Infrastructure Engineer at JPMorgan Chase within the Infrastructure Platforms team, you apply deep knowledge of software, applications, and technical processes within the infrastructure engineering discipline.
Continue to evolve your technical and cross-functional knowledge outside of your aligned domain of expertise.
Job responsibilities
* Applies technical expertise and problem-solving methodologies to projects of moderate scope
* Drives a workstream or project consisting of one or more infrastructure engineering technologies
* Works with other platforms to architect and implement changes required to resolve issues and modernize the organization and its technology processes
* Executes creative solutions for the design, development, and technical troubleshooting for problems of moderate complexity
* Strongly considers upstream/downstream data and systems or technical implications and advises on mitigation actions
Required qualifications, capabilities, and skills
* Bachelor's Degree in Computer Science, Cybersecurity, Data Science, or related disciplines
* Formal training or certification on infrastructure disciplines concepts and 5+ years applied experience
* Very good understanding in multiple network infrastructure technologies and protocols including Global and Local load balancing, DNS, network routing, switching, WAN, firewalls and proxies.
* Deep expertise in atleast 1 area in Networking - Routing & Switching, Proxy, Web Application Firewall, Firewall, Load-balancing etc.
* Experienced and knowledge in the following key areas - Network Architecture & Engineering (planning, provision), Design (compliance, security), Hardware Architecture (performance testing, monitoring, operations), Hardware Benchmarking (program management, network management) and Infrastructure life-cycle management and refresh.
* Good knowledge and understanding of Zero-Trust, Micro-segmentation, SASE architectures & Content Delivery Network (CDN)
* Experience in handling audit preparation (internal & external regulatory)
* Thorough understanding of business technology drivers and their impact on architecture design, performance and monitoring, best practices.
* Demonstrated ability to conceptualize, launch, and deliver multiple IT projects on time and within budget.
* Ability to collaborate with different teams and roles to achieve common goals.
* Ability to articulate to more experienced management a technical strategy in clear, concise, understandable terms.
Preferred qualifications, capabilities, and skills
* Knowledge of public cloud infrastructure (e.g.
AWS) and cloud technologies
* Understanding of DevOps princi...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:02
-
Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration.
Join us and be part of a company that supports your professional journey and offers exciting challenges.
As a Trading Services Associate I within JPMorganChase, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement.
While still developing, your expertise in market products and understanding of automation technologies will be instrumental in optimizing our trading services.
You will be expected to leverage your proficiency in change management and continuous improvement to enhance the efficiency and resilience of our operating platform Your role will also allow you to keep developing your relationships with internal stakeholders, presenting insights to senior management, and driving process improvements.
Your decisions will contribute and impact on short-term team and department goals, and you will often guide others in their work activities, contributing to the overall success of our trading services.
Job responsibilities
* Support daily trading operations by ensuring timely execution and accuracy of trades, while collaborating with traders and team members to resolve discrepancies.
* Monitor and reconcile trading accounts, driving the development and implementation of process improvements to enhance operational efficiency.
* Deliver exceptional service to internal and external clients, maintaining up-to-date knowledge of market trends, trading regulations, and ensuring compliance with company policies and industry standards.
* Prepare and analyze trading reports for management review, contributing to strategic discussions in team meetings and handling ad-hoc projects and tasks as needed.
* Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment.
* Utilize strong analytical and problem-solving skills to support strategic initiatives and drive continuous improvement.
Required qualifications, capabilities, and skills
* Proven experience in trading or financial services, demonstrating a strong foundation in industry practices and operations.
* Strong analytical and problem-solving skills, enabling effective decision-making and issue resolution.
* Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders.
* Proficiency in Microsoft Office Suite, particularly Excel, complemented by advanced digital literacy for integrating innovative technologies in trade services.
* Capability to work effectively in fast-paced environments, maintaining a detail-oriented approach and strong organizational skills to manage multiple tasks and adapt to changing priorities.
* Demonstrated ability to collaborate...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:01
-
DESCRIPTION:
Duties: Conduct firmwide and legal entity specific Resolution and Recovery liquidity stress testing, analyze liquidity impacts and identify potential liquidity risks.
Develop a deep understanding of Resolution and Recovery planning processes, with particular focus on liquidity analytics and stress assumption development and implementation.
Be familiar with all of the Corporate Treasury related content included in Resolution and Recovery plans.
Liaise with Lines of Business and other stakeholders to ensure that no inconsistencies exist or are introduced across the plans.
Ensure Corporate Treasury deliverables are in compliance with evolving regulatory requirements related to liquidity, specifically around Resolution and Recovery planning.
Consult internal stakeholders on Resolution and Recovery initiatives in other jurisdictions and provide guidance when local regulatory requests related to Resolution and Recovery planning are received.
Keep up-to-date on regulatory developments in the global Resolution and Recovery planning space.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Finance, Accounting, or related field of study plus 3 years (36 months) of experience in the job offered or as Treasury, Balance Sheet Management Lead, Management Reporting Intermediate Analyst, or related occupation.
The employer will alternatively accept a Bachelor's degree in Finance, Accounting, or related field of study plus 5 years (60 months) of experience in the job offered or as Treasury, Balance Sheet Management Lead, Management Reporting Intermediate Analyst, or related occupation.
Skills Required: This position requires three (3) years of experience with the following: creating auditable tools using Excel functions such as INDEX-MATCH-MATCH, INDIRECT, or OFFSET, and various lookup functions like VLOOKUP, HLOOKUP, or XLOOKUP; utilizing SUMIF(S), SUMPRODUCT, and what-if analysis functions for sensitivity analytics, as well as integrate excel with SQL pipelines to enable real-time scenario forecasting; developing regulatory submission materials and board-level presentations that effectively convey regulatory frameworks, stress testing outcomes, and compliance updates; transforming analytics into structured executive narratives, incorporating dynamic charts and graphs for visual clarity; utilizing automation to streamline the creation of standard presentations, ensuring efficiency and consistency; leveraging for automating data processes, which involves streamlining repetitive data tasks to improve efficiency and accuracy; using Python for validating assumptions; developing and maintaining scalable scripts that support test runs and facilitate production reporting and analysis of results; extracting and manipulating datasets using optimized SQL across Snowflake and Impala; writing queries and audit-ready logic to support stress testing and analytics; designing interactive dashboards to facilitate stress scenario ana...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:01
-
The JPMorganChase Center for Geopolitics harnesses the firm's global network of knowledge and expertise to provide clients with forward-looking insights into the trends reshaping our world-from security and technology to energy, trade, and governance.
The Center helps clients navigate complexity, anticipate risk, and identify emerging opportunities across regions and sectors.
See www.jpmorganchase.com/center-for-geopolitics
As a Vice President within the JPMorganChase Center for Geopolitics, you will play a leading role in shaping the Center's global analysis, client engagement, and thought-leadership initiatives.
You will combine deep regional or functional expertise with broad global fluency-connecting the dots across political, economic, and security developments to produce strategically-relevant insights for clients and senior firm leadership.
The ideal candidate will be a strong teammate who contributes to all aspects of the Center's work-from developing flagship analysis to supporting events, operations, and outreach.
Job Responsibilities
* Lead or contribute to the development of high-impact analysis and briefings on geopolitical, geoeconomic, and policy trends with direct relevance to global markets and client interests.
* Act as the editorial lead for a monthly client-facing publication, Window on the World , including structure, standards, coordination, and content.
* Serve as a representative of the Center in New York-engaging clients, internal partners, and external stakeholders to advance understanding of the Center and key global dynamics.
* Prepare Center leadership for client and stakeholder engagements and/or travel, including developing background materials, talking points, and supporting documentation as needed.
* Contribute to the design and delivery of major events, publications, and client engagements that reinforce the firm's leadership in geopolitical thought and analysis.
* Foster a culture of collaboration, analytical rigor, and professional growth.
* Perform additional responsibilities and tasks as assigned to support the Center's mission and operations.
Required Qualifications, Capabilities, and Skills
* At least 10 years of experience in international policy, security, or economic analysis-ideally spanning both government and private-sector or financial-sector roles.
* Demonstrated expertise in a specific region or functional area (e.g., trade, technology, energy, or geoeconomics), with ability to connect insights to broader global dynamics.
* Exceptional communication and briefing skills-able to translate complex developments into clear, concise, and actionable insights for senior audiences.
* Proven ability to cultivate and manage networks of relevant contacts and stakeholders.
* Strong organizational and project-management skills; able to deliver under pressure while fostering collaboration and high morale.
* Demonstrated ability to operate effe...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:01
-
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: Vancouver, US-WA
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:00
-
Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth and asset management.
We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.
Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation.
Driven by strategic partnerships with world-class wealth and asset management firms, such as BlackRock, Fidelity, J.P.
Morgan, Raymond James, and others, we've experienced breakthrough growth over the last two years.
Today, over 390 financial advisor firms have trusted over $60 billion in assets under supervision with 55ip.
Job summary:
As a 55ip - Enterprise Sales, Sr.
Associate on the 55ip Enterprise Sales team you will be responsible for managing 55ip's key strategic relationships with primarily Enterprise RIA's and Platforms.
You will serve as the day-to-day point of contact across all functional areas of client and internally to maintain relationship oversight, triage escalation issues, support sales enablement, and provide strategic planning.
You will be expected to work in partnership with both internal and external sales partners and Product to drive successful engagement with clients and ultimately increased platform adoption.
You will have a strong understanding of the wealth/asset management industry, advisor practice management, and/or financial technology.
You will have strong experience within the wealth/asset Management industry with previous roles in sales, relationship management or product related functions
Job responsibilities:
* Strategic Relationship Management: Support, maintain and expand relationship with a segmented list of existing clients with the goal of driving continued platform adoption, designing enterprise support models, and deepening partnership.
* Product and Operational Collaboration: Have a deep understanding of 55ip's technical product architecture and operational workflows that are integrated with clients to support and triage client workflows/issues.
* Business Development Planning: show an aptitude and appetite to deliver high-quality outbound client engagement activity in coordination across 55ip clients, partners, and own resources.
* Facilitate Feedback: Own the cadence and collection of feedback from clients and partners to ensure success and collection of "data" to formulate Client Engagement and Integration Planning for enhancements, including Executive engagement/reporting results.
* Client Engagement Planning & Process: Coordinate activities and training in conjunction with clients to align and execute business plans to increase awareness and adoption of the 55ip platform among a subset of financial advisors, in orchestrated team selling process, using the exp...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:00
-
Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of an innovative and dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist I within JPMorganChase, you will be responsible for processing transactions which can include moderately complex tasks.
You will be expected to adhere to established procedures and guidelines, while maintaining production targets with accuracy.
This position offers opportunities to develop skills in critical thinking and problem solving while working under limited direct supervision, in a high efficiency workplace.
Job responsibilities
* Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency.
* Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience.
* Utilize automation technologies to optimize transaction processing and account servicing.
* Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues.
* Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows.
Required qualifications, capabilities, and skills
* Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions.
* Demonstrated ability to follow prescribed instructions and procedures, with minimal variance from guidelines and protocols.
* Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives.
* Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey.
* Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions.
* Must be able to lift between 40-70 pounds and utilize industrial push and pull carts to move up to 200 pounds of supplies.
Preferred qualifications, capabilities, and skills
* Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient.
* Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement.
Work Schedule: Monday - Friday 3:00 PM to 11:30 PM
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 ...
....Read more...
Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-22 08:02:00
-
Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist I within JPMorganChase, you will be responsible for operating equipment to process retail and credit cards for Chase customers.
You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products.
JPMorganChase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providinga wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems.
Job responsibilities
* Operate required department machinery efficiently to process retail and credit card transactions.
* Validate and ensure the quality of daily materials and outputs, reconciling input vs.
output data utilizing basic math.
* Generate turnover reports and prepare truck manifests to support smooth operations and timely deliveries.
* Collaborate with team members to enhance operational efficiency and adapt to changes in work environment and procedures.
* Maintain a clean and organized work area while prioritizing tasks based on client Service Level Agreements.
Required qualifications, capabilities, and skills
* Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts.
* Initial proficiency in adhering to detailed instructions and procedures with precision, ensuring minimal deviation from established guidelines and protocols.
* Capable of quickly adjusting to changes in the work environment, including responding to daily directives from leadership, adapting to updates in standard operating procedures, and integrating new technology.
* Strong team-oriented mindset with excellent interpersonal skills, facilitating positive interactions with both internal and external stakeholders on a daily basis.
* Effective at prioritizing daily tasks based on client Service Level Agreements to ensure timely and efficient service delivery.
* Actively participates in maintaining a clean and organized departmental work area to support operational efficiency.
Schedule: Monday, Thursday, Friday, and Saturday, 5:00 am - 3:30 pm
This position may require you to work non-traditional hours and/or additional hours as business needs arise.
Work schedule might be subject to change.
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...
....Read more...
Type: Permanent Location: Coppell, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-22 08:01:59
-
Propel operational success with your expertise in technology support and a commitment to continuous improvement.
As a Technology Support III team member in Commercial & Investment Bank - Production Management team, you will ensure the operational stability, availability, and performance of our production application flows.
Encourage a culture of continuous improvement as you troubleshoot, maintain, identify, escalate, and resolve production service interruptions for all internally and externally developed systems, leading to a seamless user experience.
Job responsibilities
* Provides end-to-end application or infrastructure service delivery to enable successful business operations of the firm
* Supports the day-to-day maintenance of the firm's systems to ensure operational stability and availability
* Assist in the monitoring of production environments for anomalies and address issues utilizing standard observability tools
* Identify issues for escalation and communication, and provide solutions to the business and technology stakeholders
* Analyze complex situations and trends to anticipate and solve incident, problem, and change management in support of full stack technology systems, applications, or infrastructure
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
* Strong knowledge of SQL, Unix/Linux, and Python scripting for troubleshooting and resolving application issues.
* Familiarity with middleware technologies, job schedulers, and monitoring tools like Geneos.
* Experience with FIX protocol for managing trade-related messages and connectivity.
* Experience in handling production incidents, performing root cause analysis, and ensuring timely resolution while adhering to SLAs.
Ability to manage ad-hoc queries and provide quick support to business users.
* Understanding of Middle Office operations, trade lifecycle, and financial products (e.g., equities, derivatives).
* Must possess strong communication skills to collaborate with global teams, business users, and development teams effectively.
* Demonstrated knowledge of applications or infrastructure in a large-scale technology environment both on premises and public cloud
* Experience in observability and monitoring tools and techniques
* Exposure to processes in scope of the Information Technology Infrastructure Library (ITIL) framework
Preferred qualifications, capabilities, and skills
* Experience with one or more general purpose programming languages and/or automation scripting
* Working understanding of public cloud
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 ...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-22 08:01:59
-
We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorganChase within the CTO team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging 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 3+ years applied experience.
* Strong understanding of computer science fundamentals, algorithms, and data structures.
* Proficient in coding in Java and Spring boot programming
* Strong understanding of databases such as MySQL, PostgreSQL, and CockroachDB, as well as experience with ORM technologies.
* Strong computer science fundamentals such as algorithms, data structures, multithreading, object-oriented development, distributed applications, client-server architecture
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Working Knowledge of cloud technologies.
* Agile based software development experience.
* Prior financial or banking experience is a plus.
JPMorganChase, one of the oldest financial institutions, offers innova...
....Read more...
Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-22 08:01:59
-
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 - Area Tech Partner at JPMorganChase within the Consumer Branded Credit Card Technology 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.
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
* Provide overall direction, oversight, and coaching for a team of entry-level to mid-level software engineers that work on basic to moderately complex tasks
* Gain experience delivering system design, application development, testing, and operational stability.
* Lead in creating a repeatable and extensible playbook to support launch and refresh scenarios for Card Business
* Ensures successful collaboration across teams and stakeholders.
Including applications of varying tech stack and maturity level.
* Identifies and mitigates issues to execute a book of work while escalating issues as necessary
* Showcase prior experience with influencing across functions and teams and delivering value at scale
* Provides input to cross team leadership regarding execution approach, and technical considerations to improve operational efficiencies and functionality for the team
* Apply strong Test and automation principles.
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) including Java, Springboot, Microservices, REST APIs, AWS etc.
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Experience at the code level, including driving game day strategy and release playbook.
* Ability to guide and coach teams on approach to achieve goals aligned against a set of strategic initiatives
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Mainframe or legacy tech stack
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 p...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-22 08:01:58
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: The Woodlands, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-22 08:01:58
-
You're ready to gain the skills and experience needed to grow within your role and advance your career - and we have the perfect software engineering opportunity for you.
As a Software Engineer II at JPMorgan Chase within the CONSUMER & COMMUNITY BANKING, PAYMENTS TECHNOLOGY team, you are part of an agile team that works to enhance, design, and deliver the software components of the firm's state-of-the-art technology products in a secure, stable, and scalable way.
As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role.
Job responsibilities
* Executes standard software solutions, including design, development, and technical troubleshooting.
* Writes secure and high-quality code using the syntax of at least one programming language, with limited guidance.
* Designs, develops, codes, and troubleshoots with consideration for upstream and downstream systems and technical implications.
* Applies knowledge of tools within the Software Development Life Cycle toolchain to enhance the value realized through automation.
* Utilizes technical troubleshooting skills to break down solutions and resolve technical problems of basic complexity.
* Gathers, analyzes, and draws conclusions from large, diverse data sets to identify issues and contribute to decision-making for secure, stable application development.
* Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems.
* Contributes to a team culture of diversity, opportunity, inclusion, and respect.
Required qualifications, capabilities, and skills
* Formal training or certification in software engineering concepts and 2+ years of applied experience.
* Hands-on experience building scalable web applications using React, TypeScript, and JavaScript, following modern development best practices.
* Experience integrating and interacting with RESTful and/or GraphQL APIs, ensuring robust and maintainable API architecture within frontend solutions.
* Ability to optimize web applications for non-functional requirements such as performance, accessibility, reliability, and cross-browser compatibility.
* Practical experience in system design, application development, testing, and operational stability.
* Demonstrable ability to code in one or more programming languages.
* Experience across the entire Software Development Life Cycle.
* Exposure to agile methodologies such as CI/CD, application resiliency, and security.
* Emerging knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.).
Preferred qualifications, capabilities, and skills
...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-22 08:01:58
-
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: Lakewood, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-22 08:01:57
-
If you want to make valuable contributions to your team and expand your career and skills in in the financial operations world, then an Operations Specialist role within JP Morgan Chase could be the perfect opportunity for you.
With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.
As an Operations Senior Specialist- Document Execution in Satisfaction Processing, you will perform a variety of roles within the Home Lending space, all related to facilitating the transition of a loan to closure.
Job responsibilities
* Perform basic clerical tasks such as filing, photocopying, faxing, imaging, data entry and opening correspondence
* Create and maintain loan files
* Work with the underwriting department
* Provide coverage for any of the support roles, as dictated by absences or volume fluctuations
* Monitor and update various system records and credit website
* Communicate with external agents and internal colleagues to resolve issues and discrepancies
* Perform additional duties as assigned
* Collaborate with internal partners across Consumer Feedback, Communication, & Governance Programs.
Required qualifications, capabilities, and skills
* Possess strong attention to detail and strong problem-solving skills
* Ability to work in a fast-paced environment
* Basic office and computer skills
* Excellent written and verbal communication skills
* Ability to work independently or as part of a team
Preferred qualifications, capabilities, and skills
* Prior customer service experience
* High school diploma or equivalent
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our stre...
....Read more...
Type: Permanent Location: Monroe, US-LA
Salary / Rate: Not Specified
Posted: 2026-01-22 08:01:57
-
DESCRIPTION:
Duties: Conduct research and analysis on different scenarios, asset classes, and investment products in order to provide investment advice and solutions to high net worth individuals in Latin American countries.
Develop investment policy statements, conduct investment reviews with clients, and provide advice on asset allocation and markets insights, using the Spanish language to communicate with clients.
Support sales efforts made by senior investors.
Assist bankers to win new clients and strengthen existing client relationships by speaking clients' native Spanish.
Assist with trade idea generation and execution across asset classes and lines of business (LOBs).
Conduct investment reviews in Spanish to validate the clients' current investment objectives, and prepare written recommendations (in the Spanish language) for appropriate investment products.
Develop investment policy statements and advise on asset allocation.
Close sales of complex investment products.
Support coordination of sales effort with Capital Advisors, Trust Officers, and Wealth Advisors.
Focus on qualified purchaser clients and act as primary resource for investment communication.
Build working relationships with internal clients.
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.
Provide guidance to junior staff.
This position requires up to 20% domestic and international travel to LATAM countries including Colombia, Panamá, Costa Rica, Guatemala, Dominican Republic, and El Salvador, in order to visit various client sites and JPMorgan offices.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Economics, Business, Finance, or related field of study plus two (2) years of experience in the job offered or as Investment Specialist/Analyst, or related occupation.
Skills Required: This position requires two (2) years of experience with the following skills: articulating financial planning strategies and investment solutions to current and prospective high net worth clients in Latin American countries; private banking services including investments, mortgages, loans and trust and estates; constructing private banking client profiles and wealth portfolios based on current economic conditions; global practices within the private banking industry; cross-border banking regulations and laws applied to financial planning; analyzing legal documents related to finance and estate planning in Latin American countries, in accordance with the respective countries' laws and regulations; Know Your Customer (KYC) industry-wide practices; endowment and foundation clients and operations; creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro; running portfolio analysis and financial modeling using Microsoft Excel; accessing economic news, financial market data/analytics, and price quotes using Bloomberg Terminal; internal pricing tools; comparing potential al...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-22 08:01:57
-
As the Proactive Outbound Manager (POM) is pivotal in advancing the lead generation organization.
This role collaborates with the Decision Science team, sales management and cross functional teams to identify enhancements/opportunities that optimize lead generation, ultimately converting prospects into successful mortgage applications.
The POM is responsible for developing business/project plans needed to execute strategies to deliver operational implementations.
Additionally, the role provides strategic input on technology enhancements to further strengthen lead generation efforts, while overseeing all facets of the Proactive Outbound team.
The Proactive Outbound Manager will also leads a dynamic team that plays a crucial role in the mission to evolve into a higher-quality, more stable mortgage business.
By spearheading efforts to generate a steady stream of high-quality leads, the Proactive Outbound team significantly contributes to the success of our Home Lending Advisors.
Through strategic outreach and engagement with customers across various lead sources and marketing campaigns, they ensure a consistent flow of potential clients, thereby enhancing our overall business performance and elevating customer satisfaction.
Equally important, the Proactive Outbound Manager is tasked with fostering engagement among Lending Managers and Home Lending Advisors, driving the conversion of leads into applications.
A critical area of responsibility is promoting lead generation within these groups.
Ultimately, the incumbent is a key contributor to the overall success of the lead generation program, and their collaboration with the sales organization is vital to driving success.
Job Responsibilities:
* Manage activities to leverage leads for sales growth while ensuring quality and compliance.
Organize and strategize to achieve optimal results, anticipate challenges, analyze metrics, and identify trends to meet targets effectively.
* Build effective teams by recruiting quality employees, understanding individual strengths and weaknesses, and communicating a common goal and purpose.
Encourage cooperation and integration of efforts.
Empower Proactive Outbound agents through motivation, skill transfer and guidance via consistent coaching to drive results and achieve departmental goals.
Foster continuous performance improvement and enhance competency development.
Create focus during times of change and direct efforts toward value-added activities.
* Analyze connections and implications of the technology related to customer journey.
Make informed decisions using sound, customer-oriented criteria.
Establish goals, develop reporting systems, create training materials, design process flows, and managing telephony systems.
Identify priorities considering goals, needs, and current events.
* Collaborate with the Decision Science team, sales management, Marketing team and the Transformation team (HLCC, apply flow, and emerging technology) to iden...
....Read more...
Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-22 08:01:56
