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The Relationship Manager is an essential member of the Financial Advisor's team.
A Relationship Manager works in close partnership with the Financial Advisor(s) and is the primary point of contact for advisors and their high-net-worth clients.
The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping them and their families achieve the financial goals and objectives.
Responsibilities:
* Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized.
* Create and implement a proactive service model, ensure central engagement through proper communications, documentation and tracking.
* Manage client appreciation activities and events, coordinate with numerous teams to ensure timely processing and positive client satisfaction.
* Perform client reviews on a regular basis in conjunction with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base.
* Market and implement complex investment solutions in accordance with High-Net-Worth client's investment objectives.
Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services.
* Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance.
* Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients.
Required qualifications, capabilities, and skills:
* 5 plus years' experience in Financial Services industry
* FINRA Series 7 and 66 licenses required
* Bachelor's degree required
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
* Proactively identify and delivery appropriate solutions that address the needs of our clients
* Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
* Highly proficient user of Word, PowerPoint and Excel
Preferred qualifications, capabilities, and skills:
* Able to adapt and stay abreast of changing technology and regulatory policies
* Strong ability to build effective relationships
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 custo...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:39
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Join J.P.
Morgan's Corporate & Investment Bank, a global leader trusted by the world's most important corporations, governments, and institutions.
As part of our Asset Managers Credit Risk Team, you'll manage exposure to industry-leading asset management firms, private equity sponsors, and real estate fund managers.
This role offers the opportunity to lead credit relationships and drive strategic initiatives in a dynamic and innovative environment.
Be part of a team that values your expertise and fosters professional growth.
As a Credit Officer in the Asset Managers Credit Risk Team, you will have primary responsibility for a predominately Alternative Asset Manager segment within the broader portfolio.
You will serve as a best practice leader for these credit relationships and report to the Group Leader.
You will oversee transaction structures, perform borrower and counterparty due diligence, and monitor ongoing exposure from traditional bank lending products, structured financing, and capital markets trading activities.
Together, we will create opportunities for growth and success.
Job responsibilities:
* Provide credit expertise in structuring corporate financings and trading facilities.
* Oversee legal negotiations for various transaction types.
* Supervise and review analysis, seeking credit and regulatory approval.
* Oversee client due diligence, financial and risk analysis, and prepare credit approval memos.
* Lead credit due diligence for bank and bond executions.
* Perform Agent role for closed syndicated transactions.
* Review and approve Counterparty Trading activity.
* Set and communicate credit exposure appetite across all products.
* Serve as principal contact and partner with colleagues across various departments.
* Assess creditworthiness of clients and assign appropriate credit ratings.
* Mentor and guide junior resources, managing workloads and deadlines.
Required qualifications, capabilities, and skills:
* 9 years of professional work experience in financial services.
* Credit/Market Risk or Structuring/Origination experience required.
* Strong credit background and analytical skills.
* Solid familiarity with leveraged finance underwriting and credit agreements.
* Understanding of financial products and market dynamics.
* Strong interest in client interaction with outstanding communication skills.
* Ability to perform well under pressure in a demanding environment.
* Proficiency in Excel, PowerPoint, and Word.
Preferred qualifications, capabilities, and skills:
* Knowledge of Asset Management, Financial Technology, and FIG industries.
* Experience in investment banking or similar fields.
* Demonstrated ability to lead development of new risk rating methodologies.
* Experience in managing client portfolios and exposure.
* Ability to lead group-wide efficiency projects.
* Experience in mentoring and g...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:39
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Arvada, US-CO
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:38
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
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Type: Permanent Location: Beverly Hills, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:36
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As a Product Solutions Data and AI Director within the CDAO Organization, you will enable JPMC Firmwide teams to deliver AI value from the Fusion Platform Solutions and Services.
You will build expertise in one or more Data or AI domains, help create and maintain high-quality user documentation and training materials and guide clients in leveraging tools and capabilities to enable their data and analytics outcomes.
We are seeking a highly motivated senior specialist with a solid foundational knowledge in Data and AI/ML technologies.
The Chief Data and Analytics Office Product and Platform team is responsible for designing and delivering governance, discovery, access, and data and AI services, empowering JPMorgan Chase teams to accelerate their data and analytics journeys and maximize commercial outcomes.
The Chief Data and Analytics Office Product and Platform Client Engagement Team is responsible for account management, solutions, implementation and client service for JPMorgan Chase Lines of Business and Corporate Functions.
You have a curious and commercial mindset and are interested in learning about internal client use cases.
You are a significant contributor to a team that defines and helps clients implement integrated solutions with the Fusion Platform.
Job responsibilities
* Leads supporting internal clients use of the Fusion Platform by providing technical expertise and guidance on multiple Product capabilities.
* Mentors a team of Data and AI specialists, fostering a collaborative and innovative environment to drive team performance and professional growth.
* Drives engagement with internal clients to understand their requirements and support implementation of integrated Data and AI solutions.
* Supports developing the day-to-day operations of the Data and AI Specialist team, improving efficient workflow, resource allocation, and project delivery.
* Contributes to development and represents the Chief Data and Analytics Office (CDAO) Product Roadmaps, articulating benefits and providing guidance and options on paved paths.
* Leads development of examples AI/ML experiments, applications and tools including tutorials, reference implementations, and presentations for internal clients.
* Provides thought leadership and contributes to technical white papers on Data and AI/ML implementations.
* Provides feedback to product and engineering teams to help shape product development and strategy.
* Balances multiple tasks, client engagements, and continuous learning to keep up with industry trends.
* Manages office hours to educate, demo and collect feedback and issues from internal clients
* Coordinate across the Product, Engineering and Architecture teams to implement integrated solutions
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise delivering products, projects, or technology applications.
* Understanding of a wide range of...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:31
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Bring your expertise to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Hedge Fund Credit Risk Associate on the Commercial and Investment Bank Credit Risk Management Team, you will be responsible for managing counterparty credit exposure to a client base consisting of hedge funds and other alternative managers employing a diverse set of investment strategies.
You will utilize your quantitative and qualitative skills to analyze the creditworthiness of these clients and manage counterparty credit exposure associated with client trading, clearing, prime brokerage and custody activity.
Our team is responsible for extending credit to counterparties through traditional lending activity and market based transactions.
This position is based in Plano, Texas.
Job Responsibilities
* Assess creditworthiness of clients to determine appropriate credit ratings including strategy and credit exposure analysis
* Perform client due diligence including written credit approval memos and annual credit reviews
* Manage client portfolio including limit sizing and maintenance, review of financial reporting, and monitoring of credit covenants
* Analyze exposure metrics including VaR and stress scenario analysis to recommend risk mitigants such as structural enhancements, credit covenants, and collateral requirements
* Develop understanding of trading agreements and associated credit terms (e.g.
ISDA)
* Partner with colleagues from Sales & Trading, Coverage, Market Risk, Transition Management, and Legal
* Understand market developments and industry trends and assess the impact on client portfolios and strategies
Required Qualifications, Capabilities and Skills
* Bachelor's degree in finance or related field
* Minimum 3 years of credit risk experience
* An understanding of accounting, trading products and an interest in markets
* Strong interest in client interaction and possess outstanding verbal and written communication skills
* Ability to multi-task and perform well under pressure on teams in a demanding environment
* Highly proficient in Excel, PowerPoint and Word
Preferred Qualifications, Capabilities and Skills
* Completion of a major corporate bank credit/analyst training program
* Prior hedge fund experience
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:29
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As Chase Travel continues to expand, we offer a fantastic opportunity for individuals seeking to advance their careers in the travel industry.
We are committed to fostering a diverse and collaborative culture, providing an environment with opportunities for meaningful growth in a firm dedicated to inclusivity, development, mobility, and career advancement.
We are seeking best-in-class talent-individuals who are collaborative, dependable, and customer-focused.
As a Branch Travel Designer III at Chase Travel, you will leverage your understanding of travel and customer service to provide exceptional service to luxury clientele.
You will work on customized itineraries for clients and manage all travel arrangements.
Job Responsibilities:
* Provides comprehensive leisure travel assistance for clients, including arrangements for air travel, hotels, resorts, cruises, restaurants, tours, sightseeing, and car rentals.
* Checks availability and process bookings using Sabre, managing client requests from initial inquiry through to departure and follow-up.
* Presents multiple options to clients to suit their preferences and needs.
* Conducts thorough trip research, including destinations, points of interest, regulations, and more.
* Handles requests and confirmations.
* Follows up on last-minute details, requests, and changes to ensure a seamless travel experience.
* Leverages preferred partner relationships to secure the best availability, rates, and additional benefits, ensuring maximum access and the highest service levels for clients.
* Utilizes contracts and the rate desk to optimize rate and revenue balance for clients.
* Stays informed through ongoing research on products and services by utilizing the Internet, engaging with sales representatives, and reviewing industry publications, newspapers, and magazines.
Required Qualifications, Capabilities, and Skills:
* Minimum of 3 years of experience in the travel industry as an advisor, with proficiency in Sabre GDS.
* Ability to communicate clearly and professionally with clients, supervisors, and co-workers, both verbally and in writing.
* Must be proactive, with the ability to work independently and collaboratively within a team, under the direction of a manager.
* Strong organizational skills required to maintain accurate and up-to-date records and client correspondence.
* Experience in arranging domestic and international travel for clients, including setting up PNRs, ticketing, and ticket exchanges.
* High School Diploma, GED, or equivalent.
* Extensive experience in roles that incorporate customer service, sales, and strong communication skills.
* Ability to learn quickly and exceed client expectations with meticulous attention to detail.
* Ability to work cohesively with a team to ensure worldwide coverage for clients, meeting customer needs on a global scale.
* Ability to work well under pressure, m...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:28
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, 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.
You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* 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
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
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Type: Permanent Location: South Ogden, US-UT
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:26
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When someone joins the Chase Corporate Strategy team, they accelerate their career by working on impactful and complex projects with high visibility.
They also become part of a highly collaborative team that prioritizes learning, professional development, and mentorship.
As an Analyst in the Chase Corporate Strategy team, you will be involved in high-priority projects that are at the top of our senior management's agenda and at the forefront of the industry.
Your responsibilities will include developing growth strategies, launching new products and entering new markets, forming partnerships or acquisitions, and initiating cross-line of business projects.
These projects are team-based and will require you to collaborate extensively with senior executives and cross-functional business partners.
You will also have the opportunity to rotate across Chase's lines of business and functional groups, including Consumer & Business Banking, Credit Card & Connected Commerce, Home & Auto Lending, Wealth Management, Product & Technology, HR, and Operations.
Job responsibilities
* Develop and drive the strategic priorities for Chase, serving as an objective thought partner to the C-suite and other senior leaders
* Collaborate with teams across LOBs and functional areas (e.g., data science, finance, product, marketing)
* Structure and build quantitative and qualitative analyses
* Analyze operational and financial data
* Research and analyze industry landscape to evaluate new opportunities and identify emerging trends
* Support creation of CEO-level executive communications
Required qualifications, capabilities, and skills
* 3+ years of experience in strategy consulting, corporate strategy, startups (FinTechs), investment banking, private equity / venture capital, strategic finance, or similar roles
* Bachelor's degree; excellent academic credentials / GPA
* Strong interpersonal and communication skills
* Excellent analytical skills and ability to structure complex problems
* Intellectual curiosity and ability to learn new subjects quickly
* Proficient MS Excel and PowerPoint skills
* Open, collaborative, team-oriented operating style
Preferred qualifications, capabilities, and skills
* Undergraduate degree in Economics, Finance, Math, Engineering (or related field)
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Experience applying data analysis to solve business problems in fast-moving environments
* Experience with cross-functional collaboration, including influencing stakeholders and working with diverse teams
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, deliver...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:25
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Are you ready to embark on an exciting journey in the dynamic world of Global Custody Asset Servicing? JP Morgan Chase invites passionate professionals like you to join our esteemed team and make a significant impact in the financial industry.
At JP Morgan Chase, we are committed to excellence, innovation, and client satisfaction.
As a leader in global custody services, we offer unparalleled opportunities for growth, collaboration, and professional development.
Job Summary:
As an Asset Associate I within the Custody Asset Service team, you will ensure the timely and accurate completion of controls, checks, instructions, and queries.
You will manage group email boxes and internal enquiry management tools to resolve queries within prescribed service levels, collaborate with various teams to resolve operational issues, and manage your workload to meet team and departmental objectives.
Your role will involve reviewing and updating processes to minimize risk, providing support and training to enhance the client experience, and assisting in managing the instruction process.
Job Responsibilities:
* Ensure timely and accurate completion of Controls, Checks, Instructions, and Queries on a daily basis.
* Manage group email boxes and internal enquiry management tools to resolve queries within prescribed service levels.
* Collaborate with Product, Network Management, Sub custodians, and vendors to resolve operational issues.
* Manage individual workload to meet team and departmental deadlines and objectives.
* Review and update processes or procedures to minimize risk and improve operations.
* Provide support, guidance, and training to enhance the global client experience.
* Adhere to all departmental procedures, policies, checkpoints, and controls.
* Assist the Senior Manager in managing the instruction process and balancing team workloads.
* Review manual Controls for Timely Execution and Checks for accuracy.
Required Qualifications, Capabilities, and Skills:
* Essential financial services background
* Required minimum of 2 years experience in Banking Services.
* Proven track record of risk reduction in a risk-based environment.
* Experience demonstrating strategic and analytical thinking.
* Ability to work in a changing environment, learning, documenting, and implementing new processes efficiently.
* Strong communication skills, both oral and written, with management, clients, and colleagues.
Preferred Qualifications, Capabilities, and Skills:
* Relevant degree education preferred; non-degree candidates with a proven track record will be considered.
* Ideally experience within a Custody or Asset Servicing environment (Income / Corporate Actions).
* Experience with Asset Servicing operating systems/platforms preferred (TCS BaNCS or third-party vendor management advantageous).
* Knowledge of market processes, requirements, and regulations.
* Proficient...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:24
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, 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.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Milford, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:22
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, 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.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Saint Louis, US-MO
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:21
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Are you passionate about using data to draw insights about the retail and travel sectors?
As a Retail & Travel Intelligence Lead on the Consumer& Business Intelligence (CBI) Team, you'll help blend quantitative economic analysis, deep retail sector knowledge, and our proprietary data assets to develop unique insights related to US consumers and small businesses.
Consumer and Business Intelligence is a new organization that monitors, coordinates, and develops a holistic internal & external view of the financial well-being of consumers and businesses through the lens of JPMC data.
As the nation's largest bank, we are uniquely positioned to inform public perspective on the direction of the economy.
You will report to the Head of Retail Intelligence with the following responsibilities:
Job Responsibilities:
* Perform long-term analytical monitoring on key industry segments (such as luxury shoppers) and conduct near-term deep dives (on topics such as emerging retail trends)
* Define data metrics that need to be produced to support execution against the teams objectives, and keep us at the forefront of retail and travel intelligence and analytics
* Develop automated tools/trackers that continuously monitor and analyze important trends within key areas of the industry
* Collaborate with other economists and data scientists to analyze internal and external data and generate actionable insights
* Help author internal and external reports on topics/segments related to retail and various areas of heightened interest
* Provide analytical views that influence talking points in support of investor relations and external affairs with a high degree of confidence and precision
* Present research and findings to a variety of internal/external audiences, including regularly contributing to and drafting publications in collaboration with other economists
* Embrace adaptability, flexibility, and comfort with ambiguity while utilizing creative problem-solving skills to thrive in a dynamic, new organization.
Required Qualifications, Capabilities and Skills:
* Minimum of 4 years of relevant experience in consumer/business finance, economics, analytics, or related field
* BS/BA Degree in a relevant field
* Must have a solid foundational understanding of macroeconomic topics
* Candidate must be comfortable working with large data sets to undercover trends and insights
* Appreciation for precision and detail in reporting on data required
* Excellent writing and communication skills, with the ability to translate complex data into actionable insights for diverse audiences, including executives and multiple stakeholder groups
* Candidate should have strong economic intuition combined with business pragmatism
* Enthusiasm and genuine interest in the retail and consumer sectors
* Ability to toggle between high-level synthesis and analytical depth, with the ability to produce high-quality...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:21
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Posting Summary:
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
One of the world's most highly respected advisory franchises, J.P.
Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job Description:
As an Associate in Equity Research covering Telecom Services, Cable & Satellite you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.
This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector.
You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence.
Research is fast-paced, demanding and intellectually stimulating.
We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Job Responsibilities:
* Build and maintain Excel-based models to forecast company financials and project industry dynamics
* Perform detailed valuation work to support stock recommendations
* Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage
* Write research notes on covered companies and sector reports and prepare presentations
* Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
* Fulfill client requests in a timely and thorough manner
* Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product
Required Qualifications, Capabilities and Skills:
* FINRA licenses Series 86 and Series 87
* Two to three years of experience in equity research and/or investment banking
* Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience
* Advanced level of proficiency in Excel
* Ability to multi-task and collaborate within a team environment as well as work independently
* High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment
* Passion for the markets and interest in the Telecom Services, Cable & Satellite sector
Preferred Qualifications, ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:20
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Highland Park, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:19
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Join our team to foster agile methodologies, encouraging a culture of innovation and high performance in a leading financial institution.
As an Agility Lead in Deposits 2.0 you will play a significant role as a champion for the adoption and continuous improvement of Agile practices within our teams.
Leveraging your deep knowledge of product development methodologies and Agile principles, use your expert guidance, mentorship, and support to teams to foster a culture of collaboration, innovation, and high performance.
As a recognized subject matter expert, put your knowledge to use to work on complex issues, exercise considerable judgment, and make impactful decisions that shape the operational and business direction of your sub-function.
Your leadership, communication, and coaching skills will be instrumental in empowering teams to deliver high-quality solutions efficiently and effectively, while continuously adapting to changing requirements and priorities.
Job responsibilities
* Lead and coach teams to adopt and implement agile methodologies, and promote open communication and engagement among team members ensuring continuous improvement and alignment with organizational goals
* Use advanced communication, facilitation, and presentation skills to manage and influence stakeholders while communicating organizational impediments to leadership
* Develop and implement short to mid-term operational and transformation plans, prioritize tasks and manage resources to achieve product goals in a timely and efficient manner through the utilization of metrics and evidence-based decisions
* Identify trends and generate original ideas to contribute to the development of new policies and best practices within the discipline
* Work with the Area Product Owner/Product Manager to align teams with the product vision, sprint activities, and other necessary information.
* Identify and address impediments to development teams , Area Product Group and Product's success.
* Embrace the concept of continuous learning in your own journey and instill the same in the teams you coach.
* Coach product owners in creation and maintenance of the product backlog, including empirical planning.
* Appreciate the depths of Lean and Agile practices and principles, help teams appreciate them.
* Teach systems thinking and servant leadership.
* Bring ideas from professional facilitation, coaching, conflict management, mediation and so on to help the team become a high-performance team.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in a relevant domain, with a focus on coaching teams and individuals on agile methodologies and project management
* Possess advanced knowledge of multiple product development lifecycle stages, methodologies, and best practices, enabling effective guidance and support for teams
* Display advanced knowledge of agile delivery and multipl...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:17
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Zanesville, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:14
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Join JPMorgan Chase's Risk Management and Compliance team, where your expertise will be pivotal in maintaining our strength and resilience.
You'll be tasked with anticipating emerging risks and using your judgement to address challenges impacting our company, customers, and communities.
Our culture encourages innovative thinking and challenges the status quo, striving for excellence in all we do.
As an Associate Business Manager within the Reporting, Middle Office and Controls Business Management team, you will collaborate closely with leaders across various sub-teams to implement essential deliverables and priorities for the organization.
You will play a crucial role by providing operational support, analytical expertise, and strategic insights to help achieve key objectives.
Job Responsibilities
* Act as a trusted advisor to the management team across strategic and operational initiatives.
* Demonstrate strong analytical, problem-solving, organizational skills, and the ability to navigate in an environment where the path forward may not always be immediately clear.
* Maintain effective working relationships with key stakeholders across multiple locations, managing up when necessary and appreciating the give/take nature of partnership.
* Develop an effective communication strategy to ensure key information is disseminated to the right parties and deliverables are executed in a timely manner.
* Establish strong partnerships with stakeholders across various locations and levels.
* Partner with the management team to execute on strategic and operational deliverables to meet business goals.
* Prepare management reports for senior management to increase transparency of key initiatives.
* Lead and manage projects and ad hoc analysis end to end with comprehensive independent execution in alignment with organizational goals.
* Guide action plan remediation for issues that span the global organization and lead efforts to organize, compile, and present evidence to the Control Manager for closure.
Required Qualifications, Skills and Capabilities
* Minimum 6 years' experience in business management, finance, human resource, or management consulting.
* A Bachelor's degree required in Business Administration, Finance, Economics, or a related field.
* Highly organized and able to work independently under pressure, prioritize manage multiple tasks, and bring tasks to closure with minimal supervision.
* A motivated self-starter and a collaborative team player who can excel in a matrix environment.
* A keen eye for detail and an understanding of how individual tasks contribute to larger objectives.
* Strong written and verbal communication skills, including the ability to summarize information in a clear, accurate, and succinct manner.
* Demonstrated ability to analyze complex issues, recommend appropriate solutions, and influence others to drive successful outcomes.
* Stro...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:12
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Canal Winchester, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:12
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* 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
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
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Type: Permanent Location: Encino, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:11
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Huntsville, US-AL
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:10
-
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:08
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, 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.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Huntsville, US-AL
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:08
-
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 Relationship Banker in a Chase Branch, 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.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Clifton Park, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:07
-
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 Relationship Banker in a Chase Branch, 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.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Worthington, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-07 08:39:06
