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Do you thrive on analyzing data, streamlining processes, collaborating with business partners, and delivering impactful results? If you're also committed to continuous personal and professional development, this opportunity could be a perfect fit for you!
In this role, you will have the opportunity to partner across the firm to deliver financial and strategic analysis, oversight, and coordination of budgeting and forecasting for the Affluent Banking business within Consumer & Community Banking (CCB).
In this dynamic position, you will have direct ownership of expense management for the J.P.
Morgan Private Client business segment, as well as consolidation of financials for Chase Private Client and other Affluent Consumer Bank segments.
You will be responsible for key financial measures such as revenue, expenses, headcount, and profitability modeling, delivering value-added reporting and analysis to support business decision-making.
As a Finance & Business Management - Senior Associate in the Affluent Banking business within Consumer & Community Banking (CCB), you will be responsible for analyzing, preparing, and reconciling accounting and technical data as well as preparing reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement.
You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems.
In addition, you will assist the department and other team members with special projects or components of other projects as needed.
Job Responsibilities:
* Manage annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
* Perform efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
* Create financial business cases supporting business initiatives
* Perform reporting on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
* Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
* Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
* Help design new reports and dashboards to efficiently deliver the financial results to senior management
* Enhance controls and streamlining processes, introducing automation where possible
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in Accounting or Finance
* 4+ years of work ex...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:36
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Healthcare, Higher Education, Nonprofit Commercial Banker is for you.
Asa Relationship Manager you will be the focal point of client acquisition and ongoing relationships.
Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you will be responsible for growing and retaining profitable relationships withnot-for-profit health systems, universities and colleges, and not-for-profit organizations within the Middle Market Banking & Specialized Industries.This banker will work with clients and partneracross the national Healthcare, Higher Education, Nonprofit footprint- Treasury, Industry Solutions, Credit -as well other firmwide JPMresources.
including Investment Banking, Derivatives, Corporate Responsibility, amongothers.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
Middle Market Banking & Specialized Industries delivers locally and therefore our ideal candidate has deep local connections and market knowledge.
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:
* 5+ years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks 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
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
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 fin...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:35
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Sr Lead Software Engineer-Java/AWS at JPMorgan Chase within the Consumer and Community Banking-Rewards team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced experience in one or more programming language(s) including Java and SpringBoot
* Demonstrated hands-on experience designing, implementing, and managing solutions using Apache Kafka for real-time data streaming
* Previous experience working with AWS, and services such as Lambda, ECS, S3
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Previous experience with Cassandra
* Previous NoSQL database experience
* Previous experience working in a rewards domain
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...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:34
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As a Vice President in Asset Management Operations, you will play a pivotal role in supporting complex alternative investment transactions, with a strong emphasis on hedge fund trade support.
You will leverage your expertise in fund operations, client onboarding, and process optimization to deliver operational excellence for our global client base across hedge funds, private funds, and private credit investments.
Job Responsibilities:
* Lead Hedge Fund Trade Support: Oversee and execute daily trade support activities for hedge funds and private funds, including trade capture, affirmation, settlement, and reconciliation of complex investment transactions (USD and FX).
* Cash and Treasury Operations: Manage multi-currency bank and treasury accounts, monitor liquidity, and process FX transactions to ensure seamless cash operations.
* Client Onboarding & Relationship Management: Drive the onboarding process for new clients and investors, including KYC/AML checks, subscription documentation, investor portal setup, and ongoing communications.
* Documentation & Transaction Management: Review and manage all documentation and records related to subscriptions, redemptions, transfers, conversions, and capital calls for both investors and investments.
* Collaboration & Trade Finalization: Work closely with portfolio management, risk, fund administrators, and custodians to finalize trades, resolve breaks, and ensure accurate mark-to-market, NAV, Waterfall, and IRR calculations.
* Reporting & Performance Analysis: Prepare and distribute capital call notices, distribution notices, tax statements, and investor statements.
Track and analyze fund performance, delivering actionable insights and comprehensive reports.
* Process Improvement: Proactively identify and implement process enhancements to increase operational efficiency, reduce errors, and support automation and scalability.
* Issue Resolution & Compliance: Resolve operational issues and discrepancies, ensuring compliance with regulatory requirements and internal standards.
Required qualifications, capabilities, and skills:
* Bachelor's degree required.
* 4+ years of experience in fund operations, alternatives, hedge funds, or asset management, with a proven track record in trade support and client onboarding.
* Advanced proficiency in Microsoft Excel (functions, formulas, pivot tables, power query) and experience with CRM/database management systems.
* Strong leadership, communication, and collaboration skills, with the ability to engage confidently with senior management, clients, and stakeholders.
* Experience in process optimization, automation, and workflow enhancements.
* Ability to manage multiple priorities, resolve issues efficiently, and adapt to new challenges in a dynamic environment.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:33
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Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment.
As a Payments Sales Associate in the Global Payments Corporate Sales organization, you will provide sales support to Payments Sales Managers (PSMs) and Payments Client Managers (PCMs).
This role is critical in ensuring the smooth expansion of our sales relationships and execution of our sales processes.
Job Responsibilities:
* Assist in the creation and customization of client presentations to support Sales initiatives
* Conduct data analysis to provide insights and recommendations for client development strategies
* Collaborate with sales teams to identify opportunities for client growth and engagement, document deal solutions and proposals, prepare materials for client presentations and negotiations
* Support the development and maintenance of account plans, and assist in the preparation of documentation for account reviews and strategy sessions
* Schedule and coordinate client calls and meetings for Sales, ensuring all logistics are handled efficiently
* Prepare and distribute client briefings to relevant stakeholders before meetings, and document and distribute call reports capturing key discussion points and action items
* Monitor and update the Sales pipeline, ensuring accurate and timely data entry
* Track the progress of Sales opportunities and provide regular status updates to the Sales team
* Identify potential bottlenecks in the sales process and suggest improvements
* Operate with a risk-based mindset with strict adherence to compliance and controls
* Ensure quality output of work product in accordance with brand and company standards
Required qualifications, skills and capabilities:
* 2+ years of experience in a sales, client management, relationship management or related field
* Strong organizational and multitasking skills with attention to detail
* Excellent communication and interpersonal skills
* Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software
* Ability to analyze data and generate actionable insight
* Self-motivated and able to work independently as well as part of a team
Preferred qualifications, skills and capabilities:
* Payments Experience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan 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 ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:32
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Technology Division, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Design, develop, and maintain responsive user interfaces using React and modern JavaScript.
* Write clean, maintainable, and well-documented code, ensuring readability and long-term sustainability.
* Create engaging, market-disrupting digital experiences and services.
* Work closely with design, accessibility, and platform teams to ensure UI consistency and excellence.
* Apply agile methodologies and use collaborative tools for effective teamwork and knowledge sharing.
* Implement and maintain unit and UI tests to ensure reliability and performance.
* Participate in code reviews to improve quality and share knowledge.
* Assist with project releases and ensure smooth deployments.
* Contribute to all phases of the software development lifecycle, from concept to deployment.
Required qualifications, capabilities, and skills
* Formal training or certification in Software Engineering concepts and 3+ years applied experience
* Advanced proficiency in JavaScript and React (Vue or Angular experience also considered).
* Strong skills in HTML5, CSS3, and responsive design.
* Production experience with TypeScript.
* Familiarity with frontend build tools (Webpack, Vite, npm).
* Experience integrating with RESTful APIs, GraphQL, and handling asynchronous data.
* Strong design sensibility and attention to visual detail.
* Knowledge of testing frameworks (Jest, React Testing Library, Cypress, or similar).
* Proficiency with Git version control.
* Commitment to writing well-structured, clean code.
Preferred qualifications, capabilities, and skills
* Experience with design systems or component libraries (e.g., Material Design).
* Exposure to CI/CD pipelines and cloud environments (AWS).
Familiarity with accessibility standards (WCAG, ARIA).
* Understanding of design patterns, modular architecture, and dependency injection.
* Experience working with Figma designs.
* Familiarity with AI-powered development tools (e.g., Microsoft Co-Pilot, Cursor, Claude Code).
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:31
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Join J.P.
Morgan, a global leader in custody services, and help shape the future of the industry through strategic advocacy, innovation, and engagement with key market participants and regulators.
Job summary
As Vice President in Custody Industry Development, you will be at the forefront of industry change, working with internal teams and external partners to analyze, strategize, and execute on the development agenda.
You'll engage with policy makers, regulators, FMIs, and industry associations to position J.P.
Morgan as a thought leader, while supporting product innovation and regulatory strategy.
This New York-based role offers the opportunity to influence the future of custody services and drive impactful change across the post-trade landscape.
Job responsibilities
* Foster relationships with key industry associations (AGC, SIFMA, BPI, ABA, ISITC)
* Track and engage in U.S.
regulatory developments impacting post-trade, including DTCC Modernization, extended trading hours, UST clearing, and emerging technologies
* Lead advocacy and influence on regulatory topics, including coordinating responses to consultations and engaging policymakers
* Support analysis, strategy recommendations, and engagement for key FMIs and industry utilities (DTCC, Federal Reserve, SWIFT)
* Analyze opportunities from evolving regulations to support new product and partnership development
* Prepare and update briefing papers with recommendations for senior management
* Coordinate with product industry development leads and SMEs to define project requirements
* Work with product owners to ensure resources are applied to key projects
* Create key metrics and reporting packages to track progress, risks, and challenges of industry initiatives
* Provide thought leadership and client engagement through discussions and publications on regulatory developments
Required qualifications, capabilities, and skills
* Self-starter with ability to work autonomously and creatively
* Strong understanding of custody/securities services, ideally from operations, product management, or client service
* Excellent organizational skills and ability to drive stakeholders toward objectives
* Experience in product management and regulatory environments, or strong grasp of core concepts
* Ability to quickly understand and articulate post-trade business concepts
* Commercially focused, with experience analyzing data and building business cases
* Knowledge and interest in digital innovation (Digital assets, AI) and its impact on custody services
* Strong business analysis, collaboration, and communication skills
* Proficiency in Microsoft Office tools for communication and presentation
* Ability to use Machine Learning tools
Preferred qualifications, capabilities, and skills
* Experience in product management within custody or securities services
* Demonstrated ability to create actiona...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:29
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The Connected Commerce Payments organization is a motivated, forward-thinking team of highly talented product managers focused on delivering innovative payment services via today's and tomorrow's most important platforms.
We aim to transform customer experiences, simplify business processes, and drive product excellence.
As a Vice President Product Manager in the Small and Mid-sized Business Payments team, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job Responsibilities
* Develop a product strategy and product vision that delivers value to customers
* Manage discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Integrate data analytics, product metrics, user experience research, competitive and market analysis, and company goals to drive prioritization of product initiatives
* Partner across Design, Data, and Technology teams to deliver large-scale initiatives and collaborate with Risk, Controls, Compliance and Legal to ensure a strong risk and control environment
* Manage production support, issue and defect resolution, and prioritization
* Publish regular executive reports summarizing the overall health of the product, industry and competitive trends and the voice of the customer
Required qualifications, capabilities, and skills
* 7+ years of experience or equivalent expertise in product management or a relevant domain area
* Proven ability to lead product life cycle activities, including discovery, ideation, strategic development, requirements definition, and value management
* Advanced knowledge of digital payments and the product development life cycle, design, and data analytics
* Excellent communication, analytical and problem-solving skills
* Proficient with JIRA, Microsoft Office tools, and Confluence
* Ability to thrive in a cross-functional environment while balancing multiple responsibilities, scoping projects, evaluating priorities, and effectively working well within a team
Preferred qualifications, capabilities, and skills
* Thorough understanding of small business customers and their needs
* Demonstrated prior experience working in a highly matrixed, complex organization
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 mi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:29
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If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you.
As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General ...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:27
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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: Buffalo, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:26
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As a Software Engineer III at JPMorgan Chase within the Corporate Investment Banking, Payments team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Demonstrated and solid experience in C# and .Net technologies
* Experience with relational databases
* Hands-on practical experience in system design, application development, testing, and operational stability
* Proficient in coding in one or more languages
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Familiarity with modern front-end technologies
* Exposure to AWS cloud technologies
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...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:26
-
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: Syracuse, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:25
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Want to be a successful Data Owner to the firm's agenda of enabling the business to drive faster innovation through the use of its data and ensuring that data is of good quality and well-protected?
As a Data Owner Senior Associate, within the Card Team, you will be accountable for all data in the respective Card product that is created, provisioned, or consumed to support business objectives, advanced analytics, business operations, and reporting and serve as a member of the QUAD, collaborating with the Product Owner, design lead, and technology lead to ensure that the product delivers data in a manner consistent with the quality and safety requirements of the business.
Job Responsibilities:
* Create plans for the development and delivery of product data to support strategic business objectives, business operations, advanced analytics, and metrics and reporting and work with key partners to drive an understanding of the data and its use within the business.
* Identify the scope of critical data within their product, ensuring that the prioritized data is well-documented as to its meaning and purpose, and classified accordingly with metadata to enable its understanding and control
* Support the aligned Data & Analytics lead for their product by identifying data required to be integrated into analytics platforms to support analytics projects.
* Document requirements for the accuracy, completeness, and timeliness of data within the product, and coordinate resources to deliver data quality requirements and develop processes and procedures to identify, monitor, and mitigate data risks for data in the product, including risks related to data protection, data retention and destruction, data storage, data use, and data quality.
* Develop strong relationships with product data delivery partners and data consumers, including leaders in the Business, Technology, Analytics, Operations, Risk and Control functions and track and manage workstreams and associated KPIs to ensure deliveries are successful
* Design and develop data models that support business processes and analytics requirements and create and optimize database structures to ensure efficient data storage and retrieval and analyze data requirements and translate them into technical specifications for data models.
* Maintain comprehensive documentation of data models, structures, and processes.
Required qualifications, capabilities, and skills:
* Bachelor's degree required, with 4+ years of industry experience in a data-related field.
* Technical expertise in data management, data engineering, data pipelines, data modeling, data architecture, and governance, along with proficiency in data modelling tools and techniques.
* Experience with cloud platforms like AWS, Google, or Azure, and/or big data technologies such as Hadoop, Spark, Alteryx, Snowflake.
* Strong understanding of data quality, privacy, and security standards, and experience wi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:24
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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 ...
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Type: Permanent Location: Pittsburgh, US-PA
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:22
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Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.
Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g.
dashboards), and advising the line of business leaders on how to increase profitability and efficiencies.
As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement.
You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems.
In addition, you will assist the department and other team members with special projects or components of other projects as needed.
Job responsibilities
* Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
* Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics
* Create financial business cases supporting business initiatives
* Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
* Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
* Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
* Help design new reports and dashboards to efficiently deliver the financial results to senior management
* Enhance controls and streamline processes, introducing automation where possible
Required qualifications, capabilities, and skills
* Bachelor's degree in Accounting, Finance or a subject of a technical nature
* 3+ years of work experience in Financial Services, and/or accounting/controller background
* Advanced skills in Excel and PowerPoint
* Proficiency with data mining/gathering and manipulation of data sets
* Inquisitive, enthusiastic and diligent, and capable of challenging peers
* Strong verbal and written communication skills, with the ability to articulate complex issues clearly
* Ability to create ad hoc reporting for senior management
* Pro...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:22
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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 Community Private Client Advisor in J.P.
Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families.
You have a passion for uplifting the community where the community branch is located.
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
* Have a passion for uplifting the community through engagement, involvement, and cultivating relationships by hosting and participating in Community Events, with your Community Manager.
Be involved in local community volunteer leadership groups (VLGs) and Market Leadership Team (MLT) sponsored events (Ex.
Back to School Events, Managing Debt Workshops, pop up shop openings, business openings, community events and educational involvement)
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion
* 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 by demonstrating 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
* Demonstrated ability to provide holistic view of clients' needs and financial coaching beyond investments and to share financial health education with community.
* A valid and active Series 7
* A valid and activ...
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Type: Permanent Location: Detroit, US-MI
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:21
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As Lead Information Architect, you will be part of a federated team responsible for designing, assessing, and assisting in the overall functional and data architecture underpinning the platforms that are being built out as part of a strategic reengineering effort supporting the Securities Services businesses within the JPMorgan Chase Commercial & Investment Bank.
The Strategic Reengineering effort is a high profile, mission critical program with many concurrent streams of work with aggressive timelines.
The Information Architect will work within several streams at the same time and will be expected to help accelerate development and improve the overall quality of these deliverables.
Required skills will include Business Expertise spanning Buy-side and Sell-side perspectives on Securities & Derivatives Products and Functional & Information Architecture experience with enterprise-scale platforms supporting Wholesale Trading businesses.
This experience is essential to a successful business delivery that is also expected to help reduce operating costs, mitigate risk, and improve the performance profile of the business solution.
Job Responsibilities:
* Engaging with Business Operations, Product Management and Technology groups to ensure that business requirements are properly articulated and understood.
While not involved in every aspect of design and delivery it is expected that the Information Architect helps teams overcome hurdles through direct engagement and from remaining aware of what is going on across the program through less direct mechanisms.
* Full conformance with firm-wide, Commercial & Investment Bank and sub-LOBs Architecture Patterns and Standards
* Work to realize continuous improvement on the solutions being built out.
* Extremely strong communication skills to work across different areas of the company evangelizing the benefits and importance of Functional & Information Architecture
Required Qualifications, capabilities, and skills:
* Bachelors with 8+ years relevant experience Or Masters with 6+ years relevant experience.
* Hands-on Object-Oriented software development in enterprise-sized applications utilizing languages such as Java, Python, C++; data formats like XML and JSON; Database Management Technology Standards, such as SQL
* Hands on Information Architecture in enterprise-sized applications with a strong working knowledge of Data Modelling and Meta-modelling (preferably with UML) or the use of alternative Data Modelling tools such as ERwin, Power Designer and Magic Draw
* Very strong knowledge of the Financial Services Domain with an emphasis on Custody Services.
Other preferred knowledge of Institutional Businesses include Trading Middle Office, Prime Brokerage, and Fund Accounting across Securities and Derivatives Products
* Knowledge of various Data Architecture options including ODS, Data Lake, Data Catalogue (DCAT), Data Warehousing, OLTP and OLAP, the treatment of ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:20
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The AI in Operations program consists of Domain Product teams owning expansion of common capabilities and of the Strategy and Transformation Office, driving the Scaling and Reimagination teams, executive reporting and strategic direction into new Domains and Capabilities.
Working closely with AI teams across the firm, the program ensures efficient, thoughtful, innovative use of AI solutions across the Operations space.The newly formed Transformation Office functions as a strategic accelerator driving strategy and execution of AI initiatives, with a focus of leading and accelerating the implementation of the AI in Operations program and providing standardization and transparency into Operations AI use cases across the firm.
Given the importance and scale of this transformation, as part of this role you will have the unique opportunity to work closely with our most senior leaders across the business.
As a Portfolio Manager within The AI in Operations Transformation Office, you will own the end to end process around the AI use cases to ensure appropriate scaling and collaboration of AI capabilities and prioritization of highest value opportunities across the Operations space.
Your experience in program management and understanding of the AI space will enable you to manage this complex, firmwide process.
Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes.
Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients.
Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact.
Job responsibilities:
* Own the AI in Operations portfolio management process end to end including the intake process, prioritization and workflow process, and metrics and reporting
* Advance and mature the portfolio management process including driving the future direction, strategy, design, governance, and deliverables for the process
* Manage reporting and communicate portfolio performance and accomplishments to senior-level stakeholders
* Manage AI in Operations portfolio operating model - responsible for documentation, implementation, change management and ongoing strategy and planning
* Track key performance indicators (KPIs) and objectives, key results (OKRs) and own all tracking and reporting on program performance and outcomes
* Proactively manage team to ensure the success of programs including clearing of team roadblocks and supporting key escalations & challenges
* Collaborate with cross-functional teams, including AI in Operations program teams, AI teams across the firm, and Operations teams across the firm.
Communicate enhancements, risks, and issues to stakeholders and executive lead...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:19
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Contribute to leading-edge security and resilience efforts, advancing protective strategies and propelling continuous improvement.
As an Assessments & Exercises Vice President in the Cyber and Tech Controls line of business, you will contribute significantly to enhancing the firm's cybersecurity posture by using industry-standard assessment methodologies and techniques to proactively identify risks and vulnerabilities in people, processes, and technology.
Design and deploy risk-driven tests and simulations (or manage a highly-skilled team that does) and inform analysis to clearly outline root-causes.
In this role, you will evaluate preventative controls, incident response processes, and detection capabilities, and advise cross-functional teams on security strategy and risk management.
Job responsibilities
* Design and execute testing and simulations - such as penetration tests, adversary emulation assessments, collaborative technical controls assessments, and cyber exercises, and contribute to the development and refinement of assessment methodologies, tools, and frameworks to ensure alignment with the firm's strategy and compliance with regulatory requirements
* Evaluate controls for effectiveness and impact on operational risk, as well as opportunities to automate control evaluation
* Collaborate closely with cross-functional teams to develop comprehensive assessment reports - including detailed findings, risk assessments, and remediation recommendations - making data-driven decisions that encourage continuous improvement
* Utilize threat intelligence and security research to stay informed about emerging threats, vulnerabilities, industry best practices, and regulations.
Apply this knowledge to enhance the firm's assessment strategy and risk management.
Engage with peers and industry groups that share threat intelligence analytics
Required qualifications, capabilities, and skills
* 5+ years of experience in cybersecurity, with demonstrated exceptional organizational skills to plan, design, and coordinate the development of offensive security testing, assessments, or simulation exercises
* Knowledge of US financial services sector cybersecurity organization practices, operations risk management processes, principles, regulations, threats, risks, and incident response methodologies
* Ability to identify systemic security issues as they relate to threats, vulnerabilities, or risks, with a focus on recommendations for enhancements or remediation, and proficiency in multiple security assessment methodologies (e.g., Open Worldwide Application Security Project (OWASP) Top Ten, National Institute of Standards and Technology (NIST) Cybersecurity Framework) and offensive security testing tools
* Excellent communication, collaboration, and report writing skills, with the ability to document and explain complex technical details in a concise, understandable manner to individuals with a variety of both technical...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:18
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Tucson, US-AZ
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:17
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Littleton, US-CO
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:16
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Greenwood Village, US-CO
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:15
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Colorado Springs, US-CO
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:14
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Wauconda, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:13
-
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: Madison, US-WI
Salary / Rate: Not Specified
Posted: 2026-01-10 08:17:13
