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We are on the lookout for a talented Audit Manager to join our Asset Management Internal Audit team.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As an Audit Manager within our Asset Management Internal Audit Team, you will execute the annual audit plan, manage audit engagements, perform audit testing and participate in control and governance forums.
Job responsibilities
* Lead and participate in audit engagements, including global audits, from planning to reporting.
Ensure the production of quality and timely deliverables that meet both departmental and professional standards
* Finalize audit findings and use judgment to provide an overall opinion on the control environment as well as providing recommendations to strengthen internal controls.
* Collaborate closely with global Audit colleagues in the early identification of emerging control issues and report those issues in a timely manner to Audit Management and business stakeholders.
* Partner with stakeholders, including other control groups (such as risk management, compliance), external auditors, and regulators.
Establish strong working relationships while maintaining independence.
* Effectively manage audit team members as required, performing timely reviews of audits and providing honest and constructive feedback to enhance team performance.
* Implement and execute an effective program of continuous auditing for assigned coverage areas, including monitoring key metrics to identify control issues and adverse trends.
* Stay informed about evolving industry trends, external news, and regulatory changes affecting the financial and Asset Management industry, and analyze their impact on the business.
* Identify opportunities to drive efficiency within existing technical infrastructure through automation, while embracing innovative technologies.
* Recognize the confidential nature of Internal Audit communications and access to information; disciplined in protecting the confidentiality and security of information in accordance with firm policy
Required qualifications, capabilities, and skills
* 7+ years of internal or external auditing experience, or relevant Asset and Wealth Management business experience.
* Bachelor's degree (or relevant financial services experience).
* Experience with internal audit methodology and the application of those concepts in the delivery and execution of audits.
* Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner.
* Knowledge of applicable laws and regulatory requirements (e.g., 12 CFR 9) related to asset management, investment advisor, broker-dealer and fiduciary activities.
* Knowledge of various financial instruments, investment vehicles and capabilities, including alternative ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:37
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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
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
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Type: Permanent Location: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:35
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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
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 ...
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Type: Permanent Location: Sacramento, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:34
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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
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 ...
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Type: Permanent Location: Modesto, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:33
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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
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 ...
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Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:31
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:29
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
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Type: Permanent Location: Staten Island, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:28
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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, 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 throughout their business
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:27
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Are you outgoing, knowledgeable, and service-oriented? Do you have a keen eye for kitchen and bath design? Do you have the determination needed to close sales and build lasting relationships? If so, we'd like you to join our team as a Showroom Salesperson.
About the Role:
You will:
* Provide expert product selection assistance and design advice to our showroom customers.
* Ensure the highest levels of customer satisfaction in order to meet or exceed the established sales and gross profit goals, and to increase profit sharing.
* Provide hospitality and warmly welcome each customer.
* Articulate your showroom value proposition to get your customer's attention, engage them, teach them, and show them the value you provide.
* Determine customer needs, direct them to the best products to address their needs, discover potential hurdles, and keep the sale moving forward.
* Leverage Hajoca technology to guide product selections, review product specifications, pricing, and availability.
* Use sales reports and sales forecasting tools to meet or exceed established sales targets.
* Enter sales orders and bids, expedite purchases, and stay engaged with customers from the beginning to the end of projects.
* Process showroom sale returns and refund paperwork in accordance with Company policy and procedure.
* Keep showroom clean, neat, current, stocked, and safely displayed.
* Join industry associations and attend professional events to stay informed about design trends, new products, and to build business relationships.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* 1+ years' experience in customer service or sales, plumbing showroom sales preferred
* Knowledge of products sold in the showroom preferred
* Possess a proper and valid driver's license.
Our ideal candidate will also:
* Be knowledgeable of kitchen and bath design trends.
* Effectively use Microsoft Office software (Outlook, Word) to communicate via email, to maintain customer contact files and appointment calendars, and to create and analyze reports.
* Demonstrate outstanding customer service and verbal/telephone communications skills.
* Demonstrate a deep product knowledge related to kitchen/bath trends and be able to answer customer questions and identify opportunities to upsell or cross sell.
* Be able to overcome objections by understanding customer needs, providing targeted solutions, and closing the sale.
* Be able to build influential relationships and trust with key vendor partners.
* Be able to build positive working relationships and inspire teamwork with co-workers.
* Be able to plan, organize, and multi-task.
* Be able to learn and operate the computer related systems used to process orders...
Hajoca Corporation Job 8702 by eQuest
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Type: Permanent Location: Boulder, US-CO
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:24
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JOB DESCRIPTION
We're looking for a Business Systems Analyst to join our North America Accident & Health (A&H) division primarily supporting the Leisure Travel Business.
In this role, you'll play a critical part in driving the success of our Leisure Travel Business by ensuring seamless collaboration between business stakeholders, IT teams, and other support divisions.
Leveraging your technical proficiency, project management, strong communication, and business analysis skills, you will have the opportunity to work on new and different product offerings based on business needs.
In this role, you will:
* Collaborate with business stakeholders to gather, document, and analyze requirements for technology enhancements for A&H travel products, ensuring alignment with broader A&H systems and processes
* Act as the primary liaison between business teams and IT developers, ensuring clear communication and alignment throughout the project lifecycle
* Develop and maintain detailed project plans, timelines, and deliverables for both large-scale initiatives and smaller enhancements
* Prepare and execute test plans, coordinate user acceptance testing (UAT), and oversee the implementation of new systems or system enhancements.
From time to time, this will also involve working with external partners such as airlines, travel agencies, etc.
* Gain a deep understanding of applications and their integration with downstream insurance systems, including enrollment, billing, and claims platforms
* Manage product roadmaps to ensure alignment and delivery to corporate needs
* Partner with internal stakeholders and cross-functional teams to ensure all business teams are fully integrated into A&H business functions
* Work with external partners on major initiatives to ensure all parties are aligned to the project plan and are aware of important milestone dates
* Identify opportunities for process improvements and system optimizations, driving efficiency and innovation across the division
* Own and drive the North America Region Travel Projects pipeline in close collaboration with the development team based in Kuala Lumpur while effectively managing and prioritizing these initiatives to meet business objectives
A willingness to work outside of normal business hours from time to time will be required as our development teams are based in multiple regions.
QUALIFICATIONS
* Minimum
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are c...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:23
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JOB DESCRIPTION
SUMMARY:
This Senior Auditor position offers an opportunity to join a broadly diversified global insurance and reinsurance provider with a culture of excellence and remarkable growth potential.
The function of the Internal Audit Department plays a vital role in evaluating the design and effectiveness of
control processes throughout the organization.
The business knowledge and control assessment skills developed in the Internal Audit Department will position the successful candidate for a broad range of career opportunities within Chubb.
In addition, Internal Audit's internal training program provides a strong foundation to develop audit and leadership competencies.
For the individual who is naturally curious, analytical, and enjoys challenging assignments, we are offering the opportunity for a promising future that comes with working for an industry leader.
RESPONSIBILITIES:
The Senior Auditor is responsible for executing operational/financial audits and Sarbanes-Oxley (SOX) testing.
This individual will support the audit planning process, including leading walkthroughs, documenting risk assessments and the related audit programs.
Additionally, the Senior Auditor will contribute to evaluating the design and effectiveness of key controls and monitoring audit status/progress.
The individual will develop value-added audit comments, provide recommendations to management (where relevant), and draft audit reports for Chubb senior management.
This position is highly visible as the candidate will interact with all levels of management as they conduct audits and SOX design walkthroughs and operating effectiveness testing.
This exposure makes it an excellent position for someone who wants to understand multiple aspects of the company's operations and develop a career within the organization.
The Internal Audit Department is focused on continuous improvement in our audit processes, and this person will have the opportunity to contribute to this effort.
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and vete...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:22
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JOB DESCRIPTION
Join Westchester as a New Business Underwriter and play a pivotal role in shaping our insurance solutions! We are seeking an analytical and detail-oriented professional to evaluate and assess new business opportunities, ensuring alignment with our underwriting standards and strategic goals.
In this dynamic position, you will collaborate with brokers and clients, leveraging your expertise to analyze risk and make informed decisions that drive growth.
If you are passionate about underwriting and thrive in a fast-paced environment, we invite you to contribute your skills to our dedicated team and help us deliver exceptional service to our clients.
Key Responsibilities:
* Analyze insurance applications and evaluate risks associated with small business accounts in the E&S market.
* Determine appropriate rates, terms, and conditions for coverage based on risk analysis and market trends.
* Collaborate with brokers to gather necessary information, provide clarification, and negotiate terms and conditions.
* Utilize underwriting guidelines and company standards to make sound underwriting decisions.
* Maintain up-to-date knowledge of industry trends, competitive landscape, and regulatory changes affecting the E&S market.
* Build and maintain strong relationships with brokers and internal stakeholders to promote effective communication and collaboration.
* Assist in developing and implementing underwriting strategies to achieve profitability and growth objectives.
* Review and approve endorsements, audits, and other policy changes as necessary.
* Travel as needed for client meetings, training sessions, and industry events.
QUALIFICATIONS
* Experience
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful dis...
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Type: Permanent Location: Malvern, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:20
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JOB DESCRIPTION
Position is for an employment practices litigation lawyer with experience in defending employers in agency matters such as the EEOC as well as in litigated cases in the State and Federal Courts in Texas.
Defense experience required with a varying case load on an ongoing basis.
Licensed to practice before Texas' State and Federal Courts.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:19
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JOB DESCRIPTION
As a key member of the Chubb Excess Construction team, the Underwriter will contribute to the achievement of regional profitability and production results through the growth, development, and underwriting of Excess Construction programs sitting out of the NYC office location.
Responsibilities:
* Contribute to the achievement of the Excess Construction segment business plan.
* Responsible for production, underwriting and maintenance of new and renewal umbrella and excess casualty accounts within a defined territory.
* Responsible for establishing and cultivating business relationships with brokers and clients within the assigned territory to assure the continued flow of new business opportunities while representing Excess Construction segment
* Produce new business opportunities within the territory.
* Evaluate, select, underwrite, price, quote and maintain new and renewal business that includes a $3.5M renewal book and a $1.2M new business goal.
* Develop and implement marketing plans with Excess Construction Management.
* Retain accounts through active participation in Chubb Stewardship process.
* Adhere to Chubb standards on pricing and servicing.
* Participate in product line projects as required.
* Forecast & report on monthly production to Excess Construction Management.
* Oversee & execute on various operational tasks
* The individual will manage new business pipeline.
This includes:
+ Maintaining monthly, quarterly & year end production goals.
+ Ensuring proper progress and strategies to close new business are maintained.
QUALIFICATIONS
* The
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any indiv...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:18
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JOB DESCRIPTION
The Commercial Renewal Senior Underwriter is responsible for managing a diverse portfolio of commercial accounts, including underwriting renewals, and mid-term transactions.
This hybrid role combines technical underwriting expertise with strong agency relationship management, supporting both retention and growth initiatives.
The ideal candidate will drive profitable underwriting decisions, respond to service needs efficiently, and collaborate cross-functionally with claims, loss control, and other internal stakeholders.
Additionally, this role will include mentoring and coaching Associate Underwriters to support their professional development and will be responsible for reviewing accounts escalated from Associate Underwriters to ensure compliance with underwriting guidelines and risk appetite.
Key Responsibilities:
* Underwrite and manage an assigned book of commercial renewal business and endorsements, with a focus on profitability and compliance with company guidelines.
* Evaluate and process policy change requests and endorsement inquiries from brokers/agents within required turnaround times.
* Build and maintain strong agency/broker relationships across the assigned territory to ensure high retention and cross-sell opportunities.
* Collaborate with underwriting associates to coordinate risk engineering services, claims insights, and support documentation for complex accounts.
* Ensure complete and accurate underwriting files in compliance with jurisdictional, regulatory, and internal documentation standards.
* Provide timely and professional responses to producer inquiries related to both underwriting decisions and policy servicing.
* Analyze risk exposures across multiple lines of business (e.g., property, liability, auto, workers' comp, umbrella), and develop tailored solutions aligned with risk appetite.
* Participate in branch or territory growth planning, renewal strategy meetings, and other initiatives that promote underwriting excellence and account development.
* Mentor and provide guidance to Associate Underwriters, fostering their technical skills, decision-making abilities, and overall professional growth.
* Review and evaluate accounts escalated from Associate Underwriters, ensuring adherence to underwriting guidelines, risk appetite, and company standards.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportun...
....Read more...
Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:17
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JOB DESCRIPTION
We are seeking a proactive and strategic VP; Commercial Insurance Program Manager Claim Business Consultant for Third Party Administered Program Accounts.
In this role, you will serve as a mediator in claim administration, oversee financial stewardship for customers and third-party administrators (TPAs), implement workflows, and function as the single point of contact for the Managing General Underwriter (MGU), Insured, TPA, and internal partners.
This position offers the opportunity to shape outcomes, drive business growth, and contribute to Chubb's reputation as a market leader in commercial insurance and claims excellence.
Key Responsibilities:
* Strategic Leadership: Develop and implement claim administration strategies which are aligned to industry and Chubb Claim Best Practices to support loss mitigation, fair outcomes, and exceptional service.
* Stakeholder Management: Serve as an arbitrator for customers and all stakeholders.
Collaborate with senior executives, brokers, managing general underwriters, and various internal teams to align resources and exceed customer expectations.
* Operational Oversight: Lead initiatives to enhance claims processes, oversee TPA performance, collaborate with various Chubb teams ( Claim Discipline Team, Litigation Management, and Operations) and ensure compliance with service plans.
* TPA Management: Collaborate with TPAs and customers to implement service plans, ensure high-quality claim management, and meet Chubb's standards.
Monitor performance, control costs, and influence strategies to enhance claim processes.
* Data Analysis: Leverage data insights to identify opportunities for process improvement, cost reduction, and enhanced customer outcomes.
* Relationship Building: Cultivate strategic relationships with MGU, Producers and Clients to drive acquisition, renewal, and retention of key accounts/programs.
* Team Leadership: Mentor and develop CBC team members, fostering a culture of collaboration, diversity, and continuous improvement.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national orig...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:15
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JOB DESCRIPTION
Join Chubb as a Senior Manager Product Services and bring your Commercial Lines expertise to the forefront! If you have a passion for navigating the complexities of commercial insurance products and thrive in a dynamic environment, this is the perfect opportunity for you.
Leverage your 5 years of experience in leadership and underwriting, product management, or regulatory compliance to make a significant impact in our Commercial Lines division.
Legal and Compliance (L&C) - Philosophy and Culture Statement: L&C is committed to providing best-in-class legal and compliance services to our business partners.
L&C emphasizes teamwork, expertise, and a "can-do" attitude.
Operating as a best-in-class organization requires a commitment to constant improvement and an on- going commitment to adding value - every day, by every team member.
The group takes pride in delivering consistent customer satisfaction, advancing self-development among team members, participating in company and team initiatives - all with a focus on superior execution.
The candidate will ideally sit in our Philadelphia, PA office.
Other Chubb locations may be considered.
Major Duties and Responsibilities:
* Manage a team of experienced Commercial Product Line Support Services staff with direct oversight of the day- to-day activities.
* Partner with and support the Commercial Lines business unit(s) and support areas to ensure that products, systems, processes, and procedures are in compliance with statutory and regulatory requirements, including participating in compliance audits reviews and market conduct exams.
* Support Commercial Lines business unit(s) by ensuring approved form/rate filings and other initiatives are implemented.
* Provide clear, concise communications with Regulatory Affairs, Compliance Assurance, Business Units, State Regulators, and all other internal Chubb areas.
* Actively participate in meetings organized by the Regulatory Affairs and Compliance Assurance Departments.
* Report to leadership on compliance efforts and the resolution of compliance issues.
* Work with Regulatory Affairs and the Compliance Assurance Department, lead the resolution of all regulatory issues arising out of state examinations, investigations, inquiries, and audits for Commercial Lines.
Ensure remediation and appropriate preventive action in response to violations of rules, regulations, policies, procedures, and standards of conduct.
* Partner with the Compliance Assurance Department to develop, communicate, implement, and maintain policies, standards, procedures, training, monitoring and controls within the business unit.
* Work with Product Line Services Support team to ensure all product handoff dates are identified and met.
* Work with Product Line Support Services Support team to develop thorough, concise product requirements in accordance with IT handoff dates.
* Advise on the approach to new/revised produ...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:14
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JOB DESCRIPTION
The Operations Supervisor /Manager position oversees a team of Underwriting Associates in support of our Commercial Insurance underwriting team.
The Operations Supervisor will collaborate with NA /Field Operations leadership and CI Underwriting leadership to provide superior customer service, quality and workflow/process management.
The role will include training/ development and management of a UAA team.
The ideal candidate will have a working knowledge of Chubb Systems and Workflows/Processes.
Position Responsibilities:
People/Performance Management
* Oversee UAA team to meet/exceed NA Operations performance metrics
* Develop UAA Talent through oversight of training and development planning/execution/monitoring
* Collaborate with CI UW counterparts to assure mutual priorities are achieved
* Actively engage with direct reports to provide coaching on performance to develop UAA skills/competencies.
Address performance issues promptly through the performance improvement process.
* Deliver regular, results driven feedback tied to performance goals/metrics.
* Maintain an open and collaborative engagement with staff that encourages diversity of thought
* Assure adoption of standardized UAA Role/Responsibilities and adherence to corporate workflows.
* Assure timely completion of performance reviews, goal setting and compensation administration
* Create and execute plans to retain high potential employees
Process Management
* Assure team adherence and compliance with established processes/workflows and roles.
* Assure team adherence to underwriting/regulatory/Compliance guidelines, and quality goals.
* Review and communicate all process/workflow changes/enhancements and assure UAA adoption.
* Review workflows and escalate any process improvement suggestions to Regional Ops Manager.
* Monitor and oversee workload capacity of each team member and allocate resources appropriately to meet business needs.
* Assure UAA adoption of Corporate automation strategies
Service Management
* Oversee process to assure all service delivery goals are met
* Act as point of contact for CI business partners regarding operational process, service and people management
* Demonstrated familiarity /use of key metric tools to monitor and manage our service deliverables
* Assure active engagement with all business partners to assure service and quality results are maintained, and Workflow and Process and resources are effectively deployed.
Financial Management
* Utilize CI Ops/UW Reporting systems/tools to oversee business (Vision, CMR, Tracker, Clean Close)
* Oversee reporting on premium bookings for assigned departments
* Ensure timely transfer of eligible business to underwriting center to maximize branch resources
* Partner with CSSC to resolve collection/billing issues
* Oversee timely resolution of WC Bureau Crits to eliminate fines...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:13
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JOB DESCRIPTION
The main function of a Risk Engineering Services Data Entry Associated is to provide high-level administrative support by conducting research, handling information requests and performing functions for the Risk Engineers.
Job Responsibilities:
* Perform general office duties such as, maintaining records management systems including working with Google Maps to pull elevation and flood zones to provide to the Risk Engineers.
* The Risk Engineering Services Assistant will be collecting data and generating correspondence for reports in a predetermined format.
* This will occur by utilizing various company databases, the internet, and the Insured website to gather information needed by Risk Engineering Specialists.
* Associate will be data mining in various Chubb proprietary systems
QUALIFICATIONS
* Verbal
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:12
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JOB DESCRIPTION
The North America Billing & Collections team, bills and collects billions of dollars of premium for most of the commercial and personal business produced in the United States.
To continue the momentum achieved through various improvements in the last several years, it is important to maintain solid finance operations processes.
As the AVP Billing & Collections Finance Operations Lead, you will report to the SVP North America Finance Operations managing a small team of financial analysts and working closely with the Global Finance Operations - Reconciliation team.
Specifically, this role will have direct oversight and accountability for:
* Provide finance support specific to developing, implementing, monitoring, and advocating for the budgetary needs and priorities of the North America Billing & Collections organization
* Provide leadership for Billing & Collection business intelligence development and execution
* Responsible for monitoring and enhancing both financial and operational metrics required to drive efficiencies
* Financial Account Reconciliations
* Individual and process productivity
Job Responsibilities:
* Oversee all aspects of SOX controls related to the billing and collections process and ensure all financial transactions are processed accurately, timely, and in accordance with established policies and procedures.
* Oversee the reconciliations regarding the receivables and cash clearing accounts and serve as the business owner for all billing & collections reconciliations.
* Regularly review and analyze bad debt from customer allowances, credits, write-offs, and return activities, including maintaining detailed record-keeping.
* Monitor and prepare schedules for >90 days aged balances which impact statutory surplus.
* Support annual planning process and ongoing budget management for overall North America Billing & Collections organization including enhancing & maintaining the expense allocation methodology.
* Serve as the North America Billing & Collections lead in discussions with Division Financial Officers, Corporate Finance and Internal Audit on various finance operations processes.
including bad debt, cash forecasting, non-admitted assets, and SOX controls
* Partnering with NA Billing & Collections leadership, develop and implement effective strategies to accelerate customer payments, reduce the days in accounts receivable, and minimize bad debt.
* Manage a small team of Financial Analysts supporting various billing & collections finance operations including SOX controls, bad debt analysis, cash forecasting
* Serve as the billing & collections owner for management /operational reporting processes including developing and enhancing business intelligence assets and analytical insights.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal propert...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:10
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JOB DESCRIPTION
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry.
As an underwriting professional, you'll have the chance to use advanced tools to determine what risks Chubb can help cover.
You will be able to take difficult situations and exposures and help people and businesses face them with confidence.
At the end of each workday, you'll be able to take pride in helping deliver peace of mind to people and teams who really appreciate it! Our Chubb Associate Underwriting roles offer growth opportunities and serve as a foundation for a career in insurance, while being supported by our experienced team members.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position within a specific line of business, and you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team.
* Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
* Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
* Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
* Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
* Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any ot...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:08
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JOB DESCRIPTION
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry.
As an underwriting professional, you'll have the chance to use advanced tools to determine what risks Chubb can help cover.
You will be able to take difficult situations and exposures and help people and businesses face them with confidence.
At the end of each workday, you'll be able to take pride in helping deliver peace of mind to people and teams who really appreciate it! Our Chubb Associate Underwriting roles offer growth opportunities and serve as a foundation for a career in insurance, while being supported by our experienced team members.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position within a specific line of business, and you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team.
* Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
* Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
* Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
* Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
* Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any ot...
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Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:07
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
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Type: Permanent Location: Vancouver, US-WA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:06
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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 information...
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Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:05
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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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:03
