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Within J.P.
Morgan Wealth Management, Wealth Management Solutions ("Solutions") serves the entire wealth spectrum, from affluent clients in Chase branches to deca-billionaires in our ~50 Private Bank offices globally.
Our extensive product platform spans investments, lending, banking, mortgages, trusts & estates, insurance, and retirement.
Our team of more than 1,200 professionals spans 20 cities globally.
These dedicated teams of experts have extensive industry experience, and leverage global economic and market insights to formulate broad strategic views and provide integrated solutions and advice through a private client lens.
Primary Function:
The Area Product Owner within the Portfolio Management Platform will be a member of the Multi-Asset and Portfolio Solutions team within Wealth Management Investment Solutions.
The primary function of this role is to drive the internal and external applications comprising the Portfolio Manager Toolkit with support of a team, own the vision for the applications, fully migrate to the Product Owner Model, and support the prioritized needs of the Chief Investment Office (CIO).
Responsibilities:
Area Product Owners are business leads for a particular area, scrum team within the product who directly engage with various partners e.g.
business sponsors, technology, operations, legal, risk, compliance etc.
They are accountable for the overall health and value delivered for the product.
As Portfolio Management Platform Area Product Owner, the role is responsible for the product's objectives, roadmaps, and key performance indicators across the CIO and other Portfolio Management teams.
Detailed responsibility includes:
* Planning and executing larger scale projects or business initiatives independently along-side the Product Owner
* Largely sets strategy, drives product level strategic & tactical decisions
* Analyzes feedback from end users and other product partners on platform improvement opportunities
* Supports defining product level Objectives and Key Results with participation of Product Owners; including prioritization of work and product sprint planning
* Sets day-to-day priorities for Product team as Subject Matter Expert (SME) and continuously works with Technology, Designers, and Business Users; engages with broader business groups, e.g.
Risk, Controls, Strategic Partnerships, etc.
to ensure business vision alignment and drive progress and outcomes
Qualifications:
* 10 years of direct experience as a senior business person, program manager, or technology platform owner in a complex organization that has brought new portfolio management solutions to market
* Solid understanding of Portfolio Management and or Due Diligence Tools
* Direct asset and wealth management experience, preferably in multi-asset environment with broad experience covering equity, fixed income markets, commodity and currency; Working knowledge of fund of funds business and a variety of in...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:29
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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: Drexel Hill, US-PA
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:28
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If you are passionate about healthcare technology, supporting the needs of your customers, and have a strong desire to be a client-facing strategic account leader, we would love to speak with you about joining our team.
As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team.
You will be responsible for managing and growing relationships with some of the largest and most prestigious healthcare customers.
In this position you will have the opportunity to directly impact revenue retention and revenue growth.
You are a self-motivated, proactive, results-oriented candidate who wants to excel and learn in an open, professional, and team-oriented environment.
Job Responsibilities
* Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships.
* Maintain accurate customer account information, opportunity pipeline data, and documentation of activities.
Serve as the Customer's primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction.
* Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction.
* Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business.
Develop strong relationships with client leads and executives/C-suite.
* Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.
* Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm.
* Promotes adoption of InstaMed's solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.
* Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner.
* Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.
* Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth.
* Demonstrate a thorough understanding of InstaMed solutions, products and processes.
Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems
Required qualifications, capabilities, and skills
* 5 + years of proven success in a revenue-generating role
* 5 + years of experience within...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:28
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorganChase within the Asset & Wealth Management Marketing Technology team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Architect, build, and maintain backend services and APIs using Java (preferably Java 17+) and Spring Boot.
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Design RESTful and/or GraphQL interfaces; ensure robust authentication, authorization, and input validation.
* Own system performance, reliability, observability (metrics, logging, tracing), and security best practices.
* Write comprehensive automated tests (unit, integration, end-to-end) and drive CI/CD excellence.
* Lead code reviews, mentor engineers, and promote engineering standards and clean architecture.
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* 10+ Years of Experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s)
* Proficiency in automation and continuous delivery methods
* Experience with relational databases (PostgreSQL, MySQL) and at least one NoSQL store (e.g., MongoDB).
* Knowledge of messaging/streaming (Kafka, RabbitMQ) and asynchronous processing.
* Solid testing practices: JUnit, Mockito, Spring Test; front-end testing with Jest, React Testing Library, Cypress/Playwright.
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:27
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Be an essential member of a diverse team of professionals dedicated to making a lasting impact!
As a Finance Data & Insights Associate on the Marketing Finance Data & Insights team, you will play a key role in designing, developing, and optimizing data solutions that support the Marketing Finance & Business Management functions.
This position requires strong collaboration with business stakeholders and cross-functional teams to deliver a robust DataMart, efficient ETL processes, and insightful analytics and reporting solutions.
Job responsibilities
* Design and implement comprehensive and efficient data mart schemas that consolidate key data categories from various source systems, tailored to the needs of the Marketing Finance & Business Management functions.
* Collaborate with Business stakeholders to understand requirement and accordingly map source & calculation logic.
* Collaborate with cross-functional teams, including data engineers, data analysts, and technical specialists, to gather and analyze business requirements.
* Develop, implement, and optimize data workflows, Extract Transform Load (ETL) processes, and data pipelines using Databricks.
* Utilizing Databricks and ThoughtSpot tools, create a robust and efficient reporting environment for marketing Finance data analytics and reporting.
* Work closely with your business domain Product teams and business stakeholders to: 1) design and develop insightful reporting and analytics solutions that drive informed decision-making; 2) apply design led thinking to meet their needs, including making data discoverable and accessible for analytical needs.
* Maintain up-to-date documentation on data mart architecture, data models, ETL processes, and data governance policies.
Required qualifications, capabilities, and skills
* 5+ years of experience in data management, data engineering, data lineage, data dictionaries, and making data discoverable.
* Bachelor's degree in Computer Science, Information System, or related discipline.
* Good Knowledge of data architecture, data warehousing, and data integration, with a focus on the retail banking or financial services industry.
* Expertise in designing and implementing scalable and efficient data mart architectures, including star schema, snowflake schema, and other data modeling techniques.
* Experience with Python, Databricks, Snowflake, or other Cloud Data Warehouse, Data Engineering, Data Modeling, ERWIN.
* Ability to deliver complex data projects in a fast-paced, dynamic environment.
* ThoughtSpot, Tableau, Alteryx, or Essbase experience.
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...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:27
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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 other informatio...
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Type: Permanent Location: Scottsdale, US-AZ
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:26
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Louisville, US-KY
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:25
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Organization Description
J.P.
Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
J.P.
Morgan Private Advisory is a cross-disciplinary group of over 100 global specialists within the Private Bank who collaborate to deliver innovative and forward-thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their goals.
The Senior Executive Compensation Advisor will join the Executive Advisory team within J.P.
Morgan Private Advisory and report directly to the Head of Executive Advisory.
This individual will be responsible for providing expert guidance, thought leadership, and actionable advice to advisors, clients, and prospects on executive compensation and benefits strategies for C-suite executives at private and public companies.
Job Responsibilities
* Work directly with C-suite executives and their advisors to address complex executive compensation and benefits matters, including equity-based compensation, deferred compensation, and incentive plan design.
* Provide guidance on the design, implementation, and optimization of executive compensation programs, including benchmarking, regulatory compliance, and alignment with business objectives.
* Help scale executive compensation advice by equipping Private Bank advisors with the knowledge, tools, and frameworks needed to conduct effective compensation conversations with their clients.
Contribute to the ongoing strategy and growth of the executive compensation practice area by identifying opportunities for process improvement, innovation, and broader impact across the advisory team.
* Participate in and present at internal and external forums to share insights and best practices in executive compensation, helping clients and advisors navigate complex compensation arrangements.
* Partner with the Private Bank training team to create education for private bank advisors on foundational and advanced executive compensation concepts, plan design, and regulatory considerations.
* Drive a vision for thought leadership pieces, white papers, and client communications on executive compensation topics and market trends.
* Conduct in-depth research on emerging trends, regulatory developments, and best practices in executive compensation and benefits, with a focus on both public and private company environments.
* Work closely with partners across the Private Bank and the firm-including legal, tax, human resources, and investment specialists-to deliver comprehensive executive compensation solutions that address regulatory, strategic, and financial objectives.
* Serve as a resource for clients and internal partners on technical aspects of executive compensation, including Section 409A, S...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:25
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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 eligi...
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Type: Permanent Location: Boise, US-ID
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:24
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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 Relationship Executive might be perfect for you.
As a Relationship Executive 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
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven 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; proven top individual contributor
* 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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesse...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:23
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
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 drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of i...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:23
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Short Business Description
Real Estate Americas is part of J.P.
Morgan Private Markets in Asset Management.
With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds.
The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader.
The team comprises 230 real estate professionals across six markets in the U.S.
and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.
Job Summary
As an Investment Specialist on the Real Estate Americas client strategy team you will be focused on raising assets and gaining share for our real estate products through the Private Wealth channel.
In this role you will be a leading member of the real estate wealth team responsible for growing Real Estate Americas assets through partnership with JP Morgan US Funds business and the JP Morgan Private bank.
Private Wealth Alternatives in the U.S.
is a rapidly growing $2T market and represents an enormous opportunity for J.P.
Morgan Asset Management (JPMAM).
As a leading Alternatives institutional manager (over $200B AUM globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) - and a leading asset manager for U.S.
financial intermediaries ([$458B] AUM in mutual funds, SMAs and ETFs, including liquid alternatives) - we're powerfully positioned to bring private market solutions our financial intermediary partners.
Job Responsibilities
* Collaborate with internal sales channels to proactively position our real estate solutions through RIA's and our broker-dealer partners.
* Develop and implement a comprehensive sales strategy that aligns with the platform's objectives, driving both growth and competitive positioning.
* Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports.
* Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.
* Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.
* Assist in strategic projects that support the platform's growth, fostering collaboration and innovation.
* Ensure all investor communications and materials comply with regulatory requirements and industry standards.
Required Qualifications, Capabilities, and Skills
* 5+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment.
* Extensive background and definable success in working with financial intermediaries in the wealth channels.
* Strong relationship building skills applicable to external clients, internal colleagues with...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:22
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Government Relationship Executive is for you.
As a Relationship Executive in Government Banking, your primary role will be to acquire, grow and retain profitable relationships within these industry verticals.
This is accomplished by focusing on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
You, as the focal point of the client relationship, will orchestrate the interfacing with clients by credit support staff and product partners.
It is expected that, as a relationship executive, you will be capable of independent activity.
However, our client delivery model is team based and a qualified relationship executive must be highly effective operating in a team based environment.
Strong interpersonal skills should be complemented by proven client relationship skills, extensive product knowledge, technical expertise and strong transaction execution skills.
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
* Seven plus years direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
Preferred Qualifications, Capabilities and Skills
* Bachelors degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the f...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:21
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Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences.
Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Product Delivery Manager in Partner Data Platform, you work to enhance and optimize the way products are delivered to customers.
As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way.
Job responsibilities
* Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
* Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
* Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
* Oversee the establishment of a secure Partner Data Platform for in-place data consumption
* Lead strategy and implementation for third-party partner authentication and authorization integration with data systems
* Coordinate and participate in testing cycles to ensure data platform reliability and compliance
* Drive adoption of the Iceberg open table format
* Oversee access control integration across platforms using AWS Lake Formation and Snowflake
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product delivery or a relevant domain area
* Demonstrated ability to execute operational management and change readiness activities
* Strong understanding of delivery and a proven track record of implementing continuous improvement processes
* Experience in product or platform-wide release management, in addition to deployment processes and strategies
* Hands-on experience with Snowflake, AWS, Lake Formation, and access management
* Strong understanding of data governance, compliance, security, tokenization, and data anonymity principles
* Proven ability to create and deliver impactful presentations and decks
* Exceptional communication, stakeholder management, and leadership skills; prepare and deliver clear, compelling presentations and decks for stakeholders and leadership
* Experience supporting analytics and reporting use cases
* Previous experience with privacy preferences migration, customer data mapping, integration, and bulk loads
* Champion tokenization and data anonymity practices to protect sensitive information
Preferred qualifications, capabilities, and skills
* Proficient knowledge of the product development life cycle, design, and data analyti...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:21
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We are seeking a highly skilled and experienced Investment Banking Vice President to join our Business Services group, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As a seasoned Investment Banking professional in the Business Services Group, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awar...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:20
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Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.
As a Client Service Manager II within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support to our clients.
Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs.
You will leverage your broad knowledge of banking principles and practices to make informed decisions that impact our team and departmental goals.
Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward.
This role is an opportunity to apply your skills in a dynamic environment, contribute to team objectives, and enhance client relationships.
JPMorgan Securities LLC offers security brokerage services providing investment products & services for institutional investors.
JPMorgan's North American Equity Derivative Client Services is the primary point of contact for Institutional Asset Managers & Hedge Funds who execute trades with any of JPMorgan's global equity trading desks.
As a Client Service Associate in Equity Derivatives, you will be part of a team that is responsible for monitoring the successful transmission of client trades from trade booking to settlement.
The role requires you to interact daily interaction with Sales Traders, Clients, Service Providers and Operations Staff in order to maintain and improve client relationships and streamline processes.
Job responsibilities
* Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
* Protect both the client and the institution from potential financial and reputational damage.
* Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
* Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
* Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
* Build strong relationships with our clients by delivering an industry leading client experience and share industry knowledge for the purpose of improving mutual efficiencies.
* Communicate effectively and professionally and attend meetings to share query metrics and discuss best practices.
* Monitor and manage daily control reports to identify and resolve exchange and client-side breaks and leverage analytics tools to identify and resolve outstanding risk while understand global markets an...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:20
-
We are a high performing team that is focused on winning together and building our growing Business Services franchise.
We are seeking individuals with a long-term career mindset that shares the same passion, commitment and dedication to each other and to our clients.
As an Associate in Business Services Investment Banking, you will be joining a team with a diverse coverage universe spanning companies in the Commercial, Industrial, Environmental, Consumer and Professional services markets.
You will be expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude.
Day-to-day responsibilities include: financial analysis and modeling, managing a team, preparing client presentations and interacting directly with senior bankers and clients.
Job Responsibilities:
* Support senior team members in origination activities including (but not limited to): analyzing financial implications of mergers and acquisitions, conducting public & private valuation analysis for clients and developing thoughtful content on broader industry trends
* Participate in execution activities, including responsibility for managing standard workstreams such as preparing bakeoff decks, marketing materials and analytical models across M&A, debt and equity processes
* Build and apply valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis
* Work directly with our large-cap corporate, middle-market and founder-owned clients in executing on their strategic objectives
* Support broader sponsor coverage efforts and quarterly / annual business planning initiatives
* Conduct strategic advisory analyses, portfolio analytic reviews, corporate operations reviews, and synthesize / analyze large diligence data sets (census, datacube, WIPs, etc...)
Required qualifications, capabilities, and skills:
* 2+ years of prior investment banking Coverage or M&A experience
* Results driven and able to perform well under pressure and against tight deadlines
* Strong analytical and numerical skills that put you at ease with financial data
* Proven team player who is able to effectively interact with a wide variety of internal groups and clients
* Strong multi-tasking and communication skills
* Strong Microsoft Office suite (Excel and PowerPoint a must) and financial reporting skills
* Bachelor's degree in finance, business, accounting, economics, mathematics or a related field
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 bankin...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:19
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Unleash your expertise in pricing execution by leveraging pricing models, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Junior Associate within the Payments Strategy & Transformation Pricing team, you will be responsible for taking pricing decisions from initial conception through to execution and ongoing implementation.
A core part of the Business Transformations group, the team largely operates on a deal-by-deal basis, supporting Payments Sales teams on everything related to deal pricing including deal price modeling, governance & approvals, and billing & implementations.
Job Responsibilities:
* Lead complex pricing execution scenarios and ad-hoc requests in our largest ("Enterprise") global clients
* Act as a liaison between Sales and Product teams by providing innovative solutions that considers holistic client relationship as well as product specific concerns
* Improve pricing models used for our largest and most complex deals
* Improve controls over data inputs, outputs and development of model efficiencies
* Integrate pricing models of targeted product and cross-business strategies and opportunities
* Develop client-based reporting to aid Sales in pitching our unique offerings and potential client savings
* Facilitate custom deal review, including sensitivity and scenario planning
* Map and reconciliation of financial data and reporting used to drive Treasury Services pricing
Required Qualifications, Capabilities, And Skills:
* 3+ years in pricing, product, Treasury Services Sales, finance or consulting roles
* Strong financial modeling experience, including financial statement analysis, business case development, and comfort with statistical techniques
* Detail-oriented approach to problem-solving; able to break down and structure complex problems, then develop data-driven solutions to guide management decision-making
* Executive presence, including the ability to communicate findings from data analysis in a concise manner to senior stakeholders
* Strong interpersonal skills, including comfort working with cross-functional stakeholders of all levels to achieve team goals based on guidance provided
* Ability to think strategically and proactively create new solutions for
* Strong project and process management skills
* Excellent command of MS Excel and PowerPoint; familiar with analytical and data visualization tools (e.g., Tableau, Alteryx etc.)
Preferred Qualifications, Capabilities, And Skills:
* Payments experience preferred (e.g.
Treasury Services)
* Experience with a focus on pricing and/or valuation
* Experience in F&BM or FP&A
* Experience at large financial institution
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, instituti...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:18
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:18
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Bring your expertise to JP Morgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase 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 Lead Credit Officer - Vice President in Middle Market Banking and Specialized Industry Credit Risk team, you will partner with a cross functional team delivering credit solutions that support a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations.
Additionally, you will work with family-owned businesses, financial sponsors and some publicly traded companies.
You will be responsible for analyzing and structuring new financing solutions as well as ongoing portfolio management in support of a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations with execution on both a bilateral basis and in the syndicated finance market with a heavy emphasis on the latter.
Additionally this Vice President position involves extensive interaction with clients, internal partners, legal counsel, and other lenders, etc.
Additionally this role supports Middle Market Banking and Specialized Industries for the Mid-Atlantic region which covers companies generally between $20 million and $2 billion in revenues across a wide variety of industries including federal government contractors.
Job Responsibilities
* Utilize excellent credit analysis and financial modeling skills to analyze and structure new transactions and work independently on the assigned credit portfolio.
* Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
* Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
* Lead complex transactions including negotiations and legal documentation for bilateral and syndicated finance structures.
* Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving.
* Act with a sense of urgency and drive execution to meet both internal and client deadlines.
* Partner effectively to develop fulsome client relationships, including being looked to as an expert on Structuring and Credit Policy and will be viewed as the "go-to" person for credit by both internal partners and clients.
* Provide leadership in the market by being a positive contributor to the team, including being a mentor to less exp...
....Read more...
Type: Permanent Location: Mc Lean, US-VA
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:17
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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 other informatio...
....Read more...
Type: Permanent Location: Joliet, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:16
-
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: Monroe, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:16
-
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 other information...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:15
-
Wealth Management, Product Development, Vice President
Description
JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Within Wealth Management (WM) Solutions, the Solutions Product Development group collaborates with various WM and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and National Branch lines of business.
ROLE OUTLINE
This is a Vice President role focused on product development and management.
The Product Development team is responsible for launching and managing fee based, advisory products for distribution across four distinct US distribution channels.
These investments, whether proprietary or managed by third parties, include Separately Managed Accounts (SMAs), Mutual Funds (MFs), and Exchange Traded Funds (ETFs) across all asset classes.
In addition, the team is responsible for managing the product lifecycle across these programs and driving key strategic changes to streamline offerings across the channels.
This Product role will require strong expertise across all asset classes-including multi-asset and specialized classes such as structured products and derivatives-as well as the ability to build trusted relationships with key stakeholders and the capability to influence across various organizational levels to achieve our strategic objectives.
* Partner with leaders across the company on designing and structuring new innovative offerings or enhance existing capabilities to ensure the best solutions are offered to our customers
* Independently lead product launches or changes collaborating across the investment management, business channels, trading, legal, compliance, risk, finance, tax, operations and technology teams
* Provide subject matter expertise on our offerings throughout the organization, assisting in addressing complex requests and representing these offerings in committees and forums
* Lead efforts to consolidate products, streamlining the offering to clients to optimize resource use and focus on areas of revenue and asset growth
* Provide ongoing product support and coordinate across business lines to ensure a unified client experience for new launches and the implementation of key program changes, both tactically and strategically
* 8+ years of experience in financial services, preferably with product experience in wealth management, asset management, investment banking, or consulting.
* Experience with investment products and asset classes, with a preference for pri...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:14
-
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: Elgin, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-25 09:23:14
