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The Consumer and Community Banking (CCB) Strategy team provides the opportunity to support strategic initiatives aligned with the bank's overall business goals.
Primarily under the Chase brand, Consumer & Community Banking (CCB) serves more than 84 million consumers and 7 million small businesses, with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
Chase is the clear market leader in Consumer and Business Banking, as well as in Card.
Customers engage with Chase across physical and digital channels, including the only branch network in all 48 contiguous states and #1 banking portal in the U.S.
As an Executive Director on the CCB Strategy team, you will drive the strategic vision and operational excellence for the Chase account-based payments and digital assets organizations.
You will utilize your strong understanding of the retail banking industry, account-based payments, and digital assets / blockchain technologies to develop a high-level strategy and mobilize the organization toward strategic execution.
CCB Strategy collaborates with senior executives and cross-functional business partners to shape the strategic direction of the business, driving better decision making through business intuition rooted in data.
Core focus areas include: (1) Partnering to define the near-term and long-term strategy for CCB and individual LOB/functional initiatives, (2) Serving as strategic advisors embedded within leadership teams, (3) Proactively evaluating our strategy per competitive, consumer, macroeconomic, and regulatory developments, (4) Red teaming to prioritize initiatives, funding, and resources effectively, (5) Catalyzing execution by reducing ambiguity and converging related efforts and (6) Communicating our strategy to Investors, the Operating Committee, and the Board of Directors.
Job responsibilities:
* Define and drive multi-year strategies for retail digital assets, blockchain solutions, and account-based payments strategies, ensuring alignment with overall business objectives
* Monitor market developments, regulatory shifts, and competitor activities to refine the product roadmap using data-driven insights
* Collaborate with key functional partners-including business, legal, compliance, controls, risk, and finance-to support and execute strategic initiatives
* Build and lead a high-performing team to drive activity and deliver results
* Provide regular updates and status reporting to senior stakeholders, ensuring transparency and alignment
* Act as project manager for significant deliverables, ensuring timely completion and quality outcomes
* Craft and deliver executive communications and presentations for senior leadership
Required qualifications, capabilities, and skills:
* B achelor's Degree
* Significant experience with a top-tier strategy or management consulting firm ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:44
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Career Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any o...
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Type: Permanent Location: Easton, US-PA
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:44
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Join a team where your expertise in risk and control management will help shape a proactive and sustainable environment for the Executive Office.
You will collaborate with business partners to identify and address control gaps, support strategic initiatives, and contribute to a culture of continuous improvement.
Grow your career in a dynamic setting that values integrity, innovation, and professional development.
Your work will have a direct impact on the safety and success of our business.
As an Vice President Control Manager within the Chief Analytics Office (CAO), you will be responsible for overseeing artificial intelligence-related governance support and Compliance & Operational Risk Evaluation (CORE) Program Governance.
Your responsibilities will include managing Firmwide common processes & controls, ensuring the appropriate implementation of key controls in Policies and Standards, developing control management framework documents, and supporting the Data & Analytics Control Manager community of practice.
Working in partnership with the Control Management team and CAO business/control partners, you will play a significant role in effectively managing the overall operational risk environment for CAO.
Job responsibilities:
* Complete relevant assessments in partnership with Control management and Business teams as needed (Ex.
Operational Risk Summaries, Regulatory Topic assessment, Residual Risk view)
* Ensure key controls described in relevant AI/ML Analytics related Standards and Policies are reflected in CAO CORE content, and where appropriate, across LOB/CFs - leveraging strong knowledge of the CORE platform
* Develop relevant control management framework document(s) in partnership with business and control partners
* Support community of practice for AI/ML Analytics related Control Managers across LOB/CFs, related to changes to standards, practices and common controls, and calibration
* Review reporting and key metrics to proactively identify emerging risks or themes; partner with the business partners to enhance metrics being gathered to monitor standards-adherence as well as emerging risk detection
* Support CAO control management priorities as necessary, including reviewing materials / responses to regulatory queries and meetings
* Partner with Line of Defense Partners (Legal, Compliance, Op Risk, and Audit) to understand their priorities and engage them as appropriate to manage the control environment, while ensuring successful Compliance/Op Risk tests and Audits, and Regulatory exams as applicable
* Lead by example, with exemplary personal and professional attributes.
Inspire confidence in staff as well as key business and control partner.
Required qualifications, capabilities and skills:
* Bachelor's degree or equivalent experience.
* Demonstrated sound judgment in assessing risk, prioritizing work, and engaging senior leaders through change.
* Proven experience leading c...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:43
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Join our dynamic team and play a pivotal role in shaping the future of our major real estate projects.
Make a direct impact by supporting high-visibility initiatives and collaborating with senior leaders.
As a Development Financial Analysis, Senior Associate in the Global Real Estate (GRE) Development Finance team, you will support the financial management of major real estate projects, including the renovation of 383 Madison Avenue and other headquarters-related initiatives.
You will prepare high-impact presentations, conduct ad-hoc financial analyses, and support financial reporting and budgeting processes in a fast-paced environment, managing multiple priorities to drive the success of the broader development program.
Job responsibilities
* Create clear, concise, and visually compelling presentations for senior management and project stakeholders using PowerPoint, synthesizing complex financial data and project updates.
* Perform ad hoc analyses to support project decision-making, including scenario and sensitivity modeling and financial impact assessments.
* Develop expertise in the GRE project financial management system, responding quickly to data and analysis requests from senior management and interpreting system data for trend analysis and metric reporting.
* Build and maintain robust financial models in Excel, incorporating project data and assumptions to forecast depreciation, cashflow, and identify early indicators of project performance.
* Support monthly, quarterly, and annual financial reporting and budgeting processes for Midtown projects, ensuring accuracy and consistency in forecasts and budget submissions.
Required qualifications, capabilities, and skills
* Possess 5+ years of relevant finance experience
* Hold a Bachelor's degree in business administration, finance, engineering, or a related discipline.
* Demonstrate advanced proficiency in Excel (financial modeling, data analysis) and PowerPoint (presentation development).
* Exhibit experience with financial reporting, budgeting, and familiarity with project management/financial data systems.
* Apply strong analytical, organizational, and communication skills, with the ability to synthesize complex data and present findings clearly to diverse audiences.
* Show attention to detail, proactivity, and the ability to manage multiple priorities in a fast-paced environment.
* Collaborate effectively as a team player and partner with broader Finance and project teams.
Preferred qualifications, capabilities, and skills
* Experience preferably in real estate development and construction of large-scale projects.
* Familiarity with GRE project financial management systems.
* Ability to work independently and drive process improvements.
* Strong stakeholder management and interpersonal.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consume...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:42
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Are you an analytical thinker eager to tackle complex challenges, drive innovation, and make an impact in risk management? Join us as a 2027 Asset & Wealth Management Risk Summer Analyst at J.P.
Morgan, an industry leader in providing asset and wealth management services with over 200 years of experience.
Working here means joining a collaborative, supportive team.
We value your diverse perspective to help us innovate the next wave of products and solutions for our clients.
As a Risk Summer Analyst in Asset & Wealth Management, you'll have the resources you need to succeed, including training, mentorship from senior leaders, and engaging projects.
Our nine-week program begins with a week of induction, providing training and orientation to our businesses.
You'll gain the technical and practical knowledge needed to start contributing to our teams.
Top performers may receive a full-time offer at the end of the summer.
You'll work alongside top-tier professionals, shaping decision-making and developing models that manage our financial reputation and regulatory performance.
You'll also help mitigate and manage risk, building critical capabilities that allow the firm to manage any kind of market.
Job Responsibilities:
* Collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients.
* Make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment.
* Contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients.
* Work under the guidance of mentors and a supportive team to help you learn and grow.
* Develop innovative ideas to help our business.
* Network with industry leaders, access best-in-class training, and learn how our businesses work together to provide excellent customer service.
* Sharpen your technical skills, and finance and accounting principles.
Opportunities Available With the Following Groups:
* Credit Risk (Columbus, OH and San Francisco, CA): Oversees risk to earnings or capital arising from a borrower's failure to meet the terms of a loan agreement.
Analysis of client financial statements is key in determining credit risk.
* Wealth Management Investment Risk & Analytics (Columbus, OH): Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients.
* Asset Management Risk (New York, NY): Oversees and monitors investment, counterparty, and liquidity risks relating to client investments.
Required Qualifications, Capabilities, and Skills:
* Pursuing a Bachelor's or Master's degree.
* Graduation date of December 2027 - June 2028
* To be eligible for this program, you must be authorized to work in the U.S.
We do not offer any type of employment-based immigration sponsorship for this program.
Likewise, JPMorgan Chase, will not provide any assistance or sign any docum...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:42
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If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you.
Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning.
No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams.
Top performers may receive a full-time offer at the end of the summer.
Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices.
This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job Responsibilities:
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required Qualifications, Capabilities, and Skills:
* Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's.
* Expected graduation date between December 2027 and June 2028.
* Currently attending a college/university in the U.S.
* Highly driven, inquisitive, and proactive, with a strong desire to learn.
* Enjoys working in teams to develop complex solutions.
* Exceptional interpersonal, communication, analytical, and problem-solving skills.
* Excellent organizational skills with the ability to multitask in a fast-paced environment.
* Demonstrates good judgment and discretion with confidential information.
* Genuine interest in financial markets and macro-level economic trends.
* Aspires to work with external clients in a relationship-building and sales capacity.
We will be filling our classes on a rolling basis.
We strongly encourage you to submit your application as early as possible before job postings close.
Work Authorization:
To be eligible for this program, you must be authorized to work in the U.S.
We do not offer any type of employment-based immigration sponsorship for this program.
Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:41
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Are you a strategic thinker, passionate about leading and delivering solutions to your clients? You have found the right team.
As a Client Solutions Associate (CSA) in our team, you will embark on a comprehensive development program designed to transform you into a Subject Matter Expert (SME) in all aspects of payables.
Throughout this journey, you will gain a deep understanding of the payables continuum, the solutions we offer, and the reasons why our solutions are considered Best in Class.
This includes traditional, commercial card, and emerging payment and connectivity solutions, with a focus on B2B/B2C payables.
In this role, you will align with a team of Client Solutions Specialists (CSSs) who are SMEs in delivering Payables and Connectivity solutions.
They will provide guidance and mentorship as you work towards becoming a Client Solutions Specialist (CSS) yourself.
Your primary focus will be on learning and developing the skills necessary to understand and address the needs of our clients and prospects.
By the end of your Associate journey, you will be well-equipped to deliver innovative product solutions that drive client success and contribute to the overall profitability of the firm.
Job responsibilities:
* Engage in instructor-led and self-driven training - internal/external payables tools.
* Learn and understand the payables landscape and our approach to client discovery calls and solutioning.
* Analyze data and generate insights to support business objectives and performance goals.
* Collaborate with aligned Client Solutions Specialists (CSSs) on client discovery calls, proposals to identify appropriate Payable solutions for clients
* Manage administrative tasks for the aligned Client Solutions Specialists (CSSs) which includes pricing, creating accounts and opportunities in Salesforce, and note taking.
* Assist in client call preparation by creating pricing, financial illustrations, developing pitch books, and sharing customer research.
* Understand competitors' products and positioning within the client & market.
* Work with Client Solutions Specialists (CSSs) and Treasury Team throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
* Successfully complete an in-depth development program designed to transform you into a SME in all aspects of payables
Required qualifications, capabilities, and skills:
* 2+ years of experience in customer service, B2B payables, or related fields.
* Demonstrated experience in a highly matrixed and complex organization.
* Proficiency in Microsoft Word, Excel, and PowerPoint.
* Bachelor's degree
* Strong interest in working with a coordinated deal team to deliver best-in-class solutions to our clients.
* Willingness to learn and understand payment solutions within B2B and B2C space.
* Ability to develop and leverage internal networks and resources to complete pro...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:41
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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 Investment Associate in J.P.
Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors.
Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness.
You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships.
Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements.
You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCT...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:40
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We are seeking an energetic team member to help develop and execute annual audit plans, manage audit engagements, oversee and perform audit testing!
As a Technology Audit Manager within Commercial and Investment Banking, you will participate in audit engagements, evaluate and report on management's controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect, and innovation.
this will support the Payments Technology and Chief Data and Analytics Audit team within Commercial and Investment Banking.
Job responsibilities
* Participate in audit engagements from planning to reporting
* Partner with colleagues and stakeholders to evaluate, test and report on the design and operating effectiveness of management's controls
* Communicate audit findings to management and identify opportunities for improvement
* Create and maintain collaborative working relationships with stakeholders, while providing independent challenge
* Contribute to a collaborative working environment with team members and peers, supporting a culture that encourages integrity, respect, excellence and innovation
* Stay up to date with evolving industry and regulatory developments
* Find ways to drive efficiencies in audit process through automation
Required qualifications, capabilities and skills
* 7+ years of internal or external auditing experience, or relevant business experience
* Bachelor's degree (or related financial experience) in Technology, Accounting, Finance, or related discipline
* Understanding of internal control concepts with the ability to evaluate and determine the adequacy of control design and operating effectiveness in an integrated manner
* Ability to effectively and efficiently execute audit testing and complete audit work paper documentation
* Adaptable to changing business priorities and ability to multitask in a constantly changing environment
* Excellent verbal and written communications skills
* Great interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners
Preferred qualifications, capabilities, and skills
* Related professional certification such as CISA, CISSP, or CIA
* Business knowledge of payments products.
* Knowledge of application controls, code reviews, data analytics, cyber security controls, mainframe controls, cloud design and controls, and/or distributed technologies
* Enthusiastic, self-motivated, interest in learning, effective under pressure and willing to take personal responsibility/accountability
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Ou...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:39
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may rece...
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Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:39
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Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs.
Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Sr.
Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management.
You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues.
You will ensure our clients receive the best possible service.
Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
* Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
* Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
* Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
* Prepare and present financing feasibility and debt capacity studies.
* Review legal documents on existing ESOP deals to ensure compliance.
* Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
* Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
* Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
* Strong business development acumen and strategic vision to identify marketplace opportunities.
* Ability to assess credit transaction risks and knowledge of credit policies.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
* Experience working with Client Executives and Senior Bankers.
* Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
* Knowledge of credit underwriting and structuring.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leade...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:38
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Are you ready to make a meaningful impact on our technology, product, and design teams? Join us and help shape the future of our organization through strategic planning, financial management, and transformation initiatives.
You will have the opportunity to collaborate with talented professionals, drive operational excellence, and support the growth and agility of our business.
Your expertise will empower us to deliver innovative solutions and exceed our goals.
As the Business Management, Vice President within our Technology Product & Design team, you will play a pivotal role in shaping strategies that promote team growth and transformation.
This role offers the opportunity to collaborate with senior leaders on financial planning, headcount forecasting, and project management.
You will help ensure teams have the resources and information needed to achieve their goals.
By providing clear recommendations and comprehensive reporting, you will support informed decision-making.
Join us in fostering a culture focused on continuous improvement and operational excellence.
Job responsibilities
* Collaborate with technology, product, and design leaders to develop and implement strategic initiatives.
* Oversee the creation and review of business cases, ensuring alignment with organizational priorities.
* Enhance financial planning and forecasting by providing timely and accurate data.
* Monitor headcount, infrastructure, and vendor and other non-labor expenses to identify cost-saving opportunities.
* Develop and maintain technology headcount forecasting models with regular updates.
* Lead reviews of headcount, financial, and location strategies, providing detailed analysis and recommendations.
* Partner with HR and finance teams to gather inputs, validate data, and adjust models as needed.
* Design and produce comprehensive reporting tools and monthly reporting packets.
* Audit and improve reporting processes, identifying gaps and implementing enhancements.
* Lead and manage ad hoc projects and transformation initiatives, supporting execution and performance improvements.
Required qualifications, capabilities and skills
* Bachelor's degree in Finance, Engineering, Economics, or related field.
* 8+ years of relevant experience in business management, financial planning, or strategic planning.
* Proven ability to develop and maintain detailed forecasting and reporting models.
* Advanced analytical skills with a track record of delivering actionable insights.
* Experience in financial management and cost optimization.
* Exceptional project management and stakeholder engagement capabilities.
* Ability to synthesize complex data and communicate recommendations clearly.
* Commitment to continuous improvement and operational excellence.
* Excellent interpersonal skills, including client management, communication, and conflict resolution.
* Ability to work in a ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:37
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Push the limits of what's possible with us as an experienced member of our Software Engineering team.
As an Experienced Software Engineer at JPMorganChase within the Global Technology team, you serve as member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Depending on the team that you join, you could be developing mobile features that give our customers and clients more control over how they bank with us, strategizing on how big data can make our trading systems quicker, creating the next innovation in payments for merchants, or supporting the integration of our private and public cloud platforms.
Job Responsibilities
* Participates in, design and develop scalable and resilient systems using Java or Python to contribute to continual, iterative improvements for product teams
* Executes software solutions, design, development, and technical troubleshooting
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces or contributes to architecture and design artifacts for applications while 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
* 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
* Hands-on practical experience in system design, application development, testing and operational stability
* Proficient in coding in Java or Python languages
* 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
* Understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* 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
* Familiarity with modern front-end technologies
* Exposure to cloud technologies
To be eligible for this opportunity, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this position.
Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional pract...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:34
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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: Oak Brook, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:32
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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.
...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:30
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization.
This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job Responsibilities
* Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
* Manage timelines, and deliverables for field execution.
* Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
* Monitor progress, identify risks, and resolve issues that arise during implementation.
* Collect and analyze feedback from field teams and clients to inform continuous improvement.
* Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required qualifications, skills, and capabilities
* Bachelor's degree in Business, Finance, or related field
* 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
* Proven track record of managing complex projects and cross-functional teams.
* Strong organizational, analytical, and problem-solving skills.
* Excellent communication, presentation and stakeholder management abilities.
* Knowledge of financial products, services, and regulatory requirements.
* Experience in coaching Advisors or a sales team
* Travel required 50% of the time
Required Licensing
* A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
* If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Skills
* Executive presentation and communication skills
* Change management
* Cross-functional collaboration
* Data analysis and reporting
* Training and facilitation
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 ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:28
-
Push the limits of what's possible with us as an experienced member of our Software Engineering team.
As an Experienced Software Engineer at JPMorganChase within the Global Technology team, you serve as member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Depending on the team that you join, you could be developing mobile features that give our customers and clients more control over how they bank with us, strategizing on how big data can make our trading systems quicker, creating the next innovation in payments for merchants, or supporting the integration of our private and public cloud platforms.
Job Responsibilities
* Participates in, design and develop scalable and resilient systems using Java or Python to contribute to continual, iterative improvements for product teams
* Executes software solutions, design, development, and technical troubleshooting
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces or contributes to architecture and design artifacts for applications while 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
* 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
* Hands-on practical experience in system design, application development, testing and operational stability
* Proficient in coding in Java or Python languages
* 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
* Understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* 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
* Familiarity with modern front-end technologies
* Exposure to cloud technologies
To be eligible for this opportunity, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this position.
Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional pract...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:25
-
J.P.
Morgan Wealth Management - Business Development Consultant
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Support Consultant within J.P.
Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization.
This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job Responsibilities
* Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
* Manage timelines, and deliverables for field execution.
* Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
* Monitor progress, identify risks, and resolve issues that arise during implementation.
* Collect and analyze feedback from field teams and clients to inform continuous improvement.
* Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required qualifications, skills, and capabilities
* Bachelor's degree in Business, Finance, or related field
* 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
* Proven track record of managing complex projects and cross-functional teams.
* Strong organizational, analytical, and problem-solving skills.
* Excellent communication, presentation and stakeholder management abilities.
* Knowledge of financial products, services, and regulatory requirements.
* Experience in coaching Advisors or a sales team
* Travel required 50% of the time
Required Licensing
* A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
* If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Skills
* Executive presentation and communication skills
* Change management
* Cross-functional collaboration
* Data analysis and reporting
* Training and facilitation
INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSI...
....Read more...
Type: Permanent Location: Arlington Heights, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:25
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Support Consultant within J.P.
Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization.
This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job Responsibilities
* Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
* Manage timelines, and deliverables for field execution.
* Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
* Monitor progress, identify risks, and resolve issues that arise during implementation.
* Collect and analyze feedback from field teams and clients to inform continuous improvement.
* Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required qualifications, skills, and capabilities
* Bachelor's degree in Business, Finance, or related field
* 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
* Proven track record of managing complex projects and cross-functional teams.
* Strong organizational, analytical, and problem-solving skills.
* Excellent communication, presentation and stakeholder management abilities.
* Knowledge of financial products, services, and regulatory requirements.
* Experience in coaching Advisors or a sales team
* Travel required 50% of the time
Required Licensing
* A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
* If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Skills
* Executive presentation and communication skills
* Change management
* Cross-functional collaboration
* Data analysis and reporting
* Training and facilitation
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, ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:24
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization.
This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job Responsibilities
* Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
* Manage timelines, and deliverables for field execution.
* Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
* Monitor progress, identify risks, and resolve issues that arise during implementation.
* Collect and analyze feedback from field teams and clients to inform continuous improvement.
* Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required qualifications, skills, and capabilities
* Bachelor's degree in Business, Finance, or related field
* 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
* Proven track record of managing complex projects and cross-functional teams.
* Strong organizational, analytical, and problem-solving skills.
* Excellent communication, presentation and stakeholder management abilities.
* Knowledge of financial products, services, and regulatory requirements.
* Experience in coaching Advisors or a sales team
* Travel required 50% of the time
Required Licensing
* A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
* If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Skills
* Executive presentation and communication skills
* Change management
* Cross-functional collaboration
* Data analysis and reporting
* Training and facilitation
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 ...
....Read more...
Type: Permanent Location: Cherry Hill, US-NJ
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:22
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization.
This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job Responsibilities
* Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
* Manage timelines, and deliverables for field execution.
* Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
* Monitor progress, identify risks, and resolve issues that arise during implementation.
* Collect and analyze feedback from field teams and clients to inform continuous improvement.
* Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required qualifications, skills, and capabilities
* Bachelor's degree in Business, Finance, or related field
* 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
* Proven track record of managing complex projects and cross-functional teams.
* Strong organizational, analytical, and problem-solving skills.
* Excellent communication, presentation and stakeholder management abilities.
* Knowledge of financial products, services, and regulatory requirements.
* Experience in coaching Advisors or a sales team
* Travel required 50% of the time
Required Licensing
* A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
* If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Skills
* Executive presentation and communication skills
* Change management
* Cross-functional collaboration
* Data analysis and reporting
* Training and facilitation
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 ...
....Read more...
Type: Permanent Location: Paramus, US-NJ
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:20
-
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization.
This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job Responsibilities
* Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
* Manage timelines, and deliverables for field execution.
* Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
* Monitor progress, identify risks, and resolve issues that arise during implementation.
* Collect and analyze feedback from field teams and clients to inform continuous improvement.
* Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required qualifications, skills, and capabilities
* Bachelor's degree in Business, Finance, or related field
* 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
* Proven track record of managing complex projects and cross-functional teams.
* Strong organizational, analytical, and problem-solving skills.
* Excellent communication, presentation and stakeholder management abilities.
* Knowledge of financial products, services, and regulatory requirements.
* Experience in coaching Advisors or a sales team
* Travel required 50% of the time
Required Licensing
* A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
* If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Skills
* Executive presentation and communication skills
* Change management
* Cross-functional collaboration
* Data analysis and reporting
* Training and facilitation
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 h...
....Read more...
Type: Permanent Location: Cupertino, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:18
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:14
-
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: Villanova, US-PA
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:14
-
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: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-12 08:20:13
