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JOB DESCRIPTION
Position Responsibilities:
The Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New & Renewal Chubb Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess lines and automobile coverages.
This position is also accountable for collaborating with team members to achieve growth, profit, service and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance.
The UAR will gather and analyze account information, interpret, and translate data into rating and issuance instructions and utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies.
In partnership with the Underwriter, the UAR will be assisting with binding/issuance of New and Renewal business and appropriate documentation of the file.
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 individual who reports discrimination or harassment.
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:46
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Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences.
Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Product Delivery Manager in the Service Product Group (SPG), you will work to enhance and optimize the delivery of products to customers, creating solutions and efficiencies for successful implementations in an organized and accelerated manner.
You will develop program execution, collaborate with various departments, and improve communication throughout the program's lifecycle.
You will lead complex, multi-disciplinary projects from start to finish, coordinating with stakeholders to plan requirements, manage schedules, identify risks, and communicate with cross-functional partners across different offices, time zones, and hemispheres, ensuring all players are updated on progress and deadlines.
This position offers a unique opportunity to lead and shape the delivery process of our products.
Job Responsibilities
* Lead end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
* Lead the completion of change management activities across functional partners and ensure adherence to the firm's risk, controls, compliance, and regulatory requirements
* Manage timelines and dependencies effectively while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
* Lead product delivery processes including facilitating decision-making regarding the viability of the product and drive implementation forward, while escalating opportunities to improve efficiencies and functional coordination
* Develop comprehensive project timelines, utilizing forecasting techniques to improve on-time product delivery and monitor scope while partnering with Production Owners to maintain Program roadmap
* Collaborate with cross-functional teams and stakeholders to align product plans for the future and milestones and align sprint deliverables with program milestones
* Utilize project management and product management tools, including Jira, Advanced Roadmaps, Jira Align, and Monday to plan, execute, and track progress
* Act as a central point of contact for product status, updates and issue resolution
* Prepare and deliver high-quality presentations to communicate overall program status, challenges, and strategies to stakeholders and executive leadership
* Handle release management administrative activities for product delivery
Required Qualifications, Capabilities, and Skills
* 12+ years of experience in Product Management or 8+ years equivalent in relevant domain area
* Demonstrated ability to execute operat...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:46
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Are you ready to take your competitive swim experience to the next level?
Do you have a passion for leading others and making a lasting impact on young athletes? If so, this could be the opportunity for you!
The YMCA of the North Shore is seeking a dedicatedAge-Group Swim Coachto guide and inspire the next generation of competitive swimmers.
Our SHARKS Swim Team is a YMCA/USA Swim program located just north of Boston, operating acrossfour siteswith more than300 swimmers ages 5-18..
In this role, you will:
* Develop and lead age-appropriate workouts that emphasize technique, endurance, stroke development, and drills.
* Conduct structured practices that prepare athletes for competition while fostering teamwork, confidence, and sportsmanship.
* Track attendance, maintain detailed training plans, and monitor swimmer progression.
* Build meaningful relationships with swimmers, families, and volunteers to create a supportive team environment.
What we're looking for:
You are a motivated, energetic leader who thrives on helping young athletes reach their full potential.
You have a genuine interest in people, a strong work ethic, and a passion for mentoring youth while upholding the YMCA's core values of caring, honesty, respect, and responsibility.
Join us and be part of a community that values excellence, teamwork, and personal growth-both in and out of the pool.
Qualifications
* Previous experience as a Competitive Swimmer an or Coach
* Demonstrable knowledge of swimmer development and stroke technique
* Certifications from USA Swimming or YMCA Swimming are required as part of the hiring process
* Opportunitiesexist in 3 Locations
The YMCA is committed to a policy of nondiscrimination and equal opportunity for all employees and qualified applicants without regard to race, color, religious creed, protected genetic information, national origin, ancestry, sex, gender identity, age, disability, veteran's status, or sexual orientation.
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Type: Permanent Location: Ipswich, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:44
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JOB DESCRIPTION
The Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New & Renewal Chubb Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess and automobile coverages.
This position is also accountable for collaborating with team members to achieve growth, profit, renewal retention, service, and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance.
The UAR will gather and analyze account information, interpret, and translate data into workbooks and issuance instructions as well as utilize regulatory rules to comply with corporate pricing strategies.
In partnership with the Underwriter, the UAR will be accountable for documenting a risk narrative that conforms with the corporate audit.
This individual will need to be able to interpret and model data for locations outside the US.
They will also need to be able to understand underwriting strategies and apply accordingly to risks they are working on.
The ideal candidate must possess the following skills:
* PC Skills: knowledge of Microsoft Office, Microsoft Word and Excel, Adobe Acrobat, and Internet navigation
* Excellent verbal and written communication skills
* Strong interpersonal skills and ability to establish and maintain effective working relations with internal and external partners in a multi-cultural environment.
* Proven analytical skills and mathematical aptitude (arithmetic, algebra and basic accounting principles)
* Strong business acumen and critical thinking skills which lead to confident decision making
* Ability to learn quickly, prioritize work, and perform within time constraints.
* Strong time and desk management skills and detail orientation will aid the candidate in meeting or exceed the established business goals.
* Demonstrated ability to work with multiple individuals on competing priorities a must
* Basic knowledge of underwriting principles and policy forms is a plus
* Ability to work independently within a team/group environment with ability to collaborate with others.
* Ability to adapt to fast paced environment
QUALIFICATIONS
Education
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 condi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:44
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Passionate About Fitness? Inspire Others to Live Healthier!
Are you dedicated to health and wellness? Do you love motivating others to reach their fitness goals? Are you looking for a meaningful opportunity with an organization that makes a real impact in the community? If so, we'd love to have you on our team!
The Ipswich YMCA is seeking an enthusiastic and knowledgeable Personal Trainer to provide high-quality training experiences in our state-of-the-art fitness facility.
In this role, you will work closely with members to develop personalized workout plans, guide them through proper techniques, and help them progress toward their fitness goals.
What You'll Do:
* Engage and support members on the fitness floor through exercise demonstrations, machine overviews, and personalized recommendations.
* Deliver one-on-one and small-group training sessions, tailoring workouts to individual needs.
* Offer complimentary fitness consultations and motivate members to achieve success.
* Observe and respond promptly to members who may need assistance or modifications.
* Maintain a safe, clean, and welcoming fitness environment, ensuring equipment is in top condition.
* Act as an ambassador for the Y, greeting members, answering inquiries, and fostering a positive fitness experience.
What You Bring:
* Certified Personal Trainer (ACE, NASM, ACSM, NSCA, or equivalent) with hands-on experience in personal or group fitness training.
* Strong knowledge of health, fitness principles, and strength training techniques.
* Ability to connect with and support individuals of all fitness levels and backgrounds.
* Passion for assessment, evaluation, and creating customized fitness plans to ensure member success.
Join a team where you can make a difference every day-helping people lead healthier, stronger lives while being part of a welcoming and supportive community.
Apply today!
Why Work for the Y?
At the YMCA, you're more than an employee-you're part of a mission-driven organization dedicated to making a difference
* Free YMCA membership and employee discounts on programs.
* Paid training and professional development.
* Opportunities for career advancement within our seven YMCA locations.
* A retirement fund with a 12% company contribution (once vested; no match required).
Be part of a team that supports your career, health, and well-being while making a difference in your community!
Qualifications
* Must be a minimum of 18 years of age
* Bachelor's degree or equivalent experience in physical education or related field preferred
* Certification from a nationally recognized agency such as ACE, AFFA, ASCM, NSCA, and NSPA preferred
* Create your own schedule! Flexible hours
For further assistance, you may contact the HR department at 978-564-3075.
PHYSICAL DEMANDS:
* Sufficient strength, agility, and mobility to perform all physical aspects of the position; including...
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Type: Permanent Location: Ipswich, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:43
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JOB DESCRIPTION
The Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New & Renewal Chubb Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess and automobile coverages.
This position is also accountable for collaborating with team members to achieve growth, profit, renewal retention, service, and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance.
The UAR will gather and analyze account information, interpret, and translate data into workbooks and issuance instructions as well as utilize regulatory rules to comply with corporate pricing strategies.
In partnership with the Underwriter, the UAR will be accountable for documenting a risk narrative that conforms with the corporate audit.
This individual will need to be able to interpret and model data for locations outside the US.
They will also need to be able to understand underwriting strategies and apply accordingly to risks they are working on.
The ideal candidate must possess the following skills:
* PC Skills: knowledge of Microsoft Office, Microsoft Word and Excel, Adobe Acrobat, and Internet navigation
* Excellent verbal and written communication skills
* Strong interpersonal skills and ability to establish and maintain effective working relations with internal and external partners in a multi-cultural environment.
* Proven analytical skills and mathematical aptitude (arithmetic, algebra and basic accounting principles)
* Strong business acumen and critical thinking skills which lead to confident decision making
* Ability to learn quickly, prioritize work, and perform within time constraints.
* Strong time and desk management skills and detail orientation will aid the candidate in meeting or exceed the established business goals.
* Demonstrated ability to work with multiple individuals on competing priorities a must
* Basic knowledge of underwriting principles and policy forms is a plus
* Ability to work independently within a team/group environment with ability to collaborate with others.
* Ability to adapt to fast paced environment
QUALIFICATIONS
Education
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 condi...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:41
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JOB DESCRIPTION
The Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New & Renewal Chubb Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess and automobile coverages.
This position is also accountable for collaborating with team members to achieve growth, profit, renewal retention, service, and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance.
The UAR will gather and analyze account information, interpret, and translate data into workbooks and issuance instructions as well as utilize regulatory rules to comply with corporate pricing strategies.
In partnership with the Underwriter, the UAR will be accountable for documenting a risk narrative that conforms with the corporate audit.
This individual will need to be able to interpret and model data for locations outside the US.
They will also need to be able to understand underwriting strategies and apply accordingly to risks they are working on.
The ideal candidate must possess the following skills:
* PC Skills: knowledge of Microsoft Office, Microsoft Word and Excel, Adobe Acrobat, and Internet navigation
* Excellent verbal and written communication skills
* Strong interpersonal skills and ability to establish and maintain effective working relations with internal and external partners in a multi-cultural environment.
* Proven analytical skills and mathematical aptitude (arithmetic, algebra and basic accounting principles)
* Strong business acumen and critical thinking skills which lead to confident decision making
* Ability to learn quickly, prioritize work, and perform within time constraints.
* Strong time and desk management skills and detail orientation will aid the candidate in meeting or exceed the established business goals.
* Demonstrated ability to work with multiple individuals on competing priorities a must
* Basic knowledge of underwriting principles and policy forms is a plus
* Ability to work independently within a team/group environment with ability to collaborate with others.
Ability to adapt to fast paced environment
QUALIFICATIONS
Education
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 o...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:39
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products not available in all states.
Chase is a leading financial se...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:39
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Denton, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:38
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Kenosha, US-WI
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:37
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
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Type: Permanent Location: Aurora, US-CO
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:37
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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 in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, and Skills
* Three 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
* Experience with and in-depth knowledge of the equity and fixed inc...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:34
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If you want to be instrumental in delivering unparalleled customer service and operational excellence, you have found the right team.
As a Client Service Delivery Analyst within JPMorganChase, you will be a key player in our service center operations, providing exceptional customer service and support.
Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs.
You will apply your knowledge of our products and services to resolve issues and enhance client relationships.
Your ability to plan and manage your work, coupled with your developing skills in strategic planning, digital literacy, and process automation, will be crucial in achieving operational objectives.
Your role will also involve collaborating with internal stakeholders, mitigating conflicts, all while maintaining a keen awareness of fraud prevention strategies.
Job responsibilities
* Process client transactions accurately and efficiently, leveraging your developing knowledge of our products and services.
* Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your developing skills in digital literacy and process automation.
* Participate in the end-to-end change management process, applying your beginning proficiency in change management to influence others and mitigate stakeholder impact.
Required qualifications, capabilities, and skills
* Knowledge or equivalent expertise in customer service operations, with a focus on transaction processing and troubleshooting.
* Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes.
* Experience in using problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency.
Preferred qualifications, capabilities, and skills
* Proficient in leveraging AI/ML technologies and implementing automation tools to enhance client solutions, streamline processes, and improve efficiency.
* Proficient in driving continuous and process improvement initiatives to ensure high-quality client experiences.
* Developing ability to apply cultural intelligence and data & tech literacy for effective engagement with diverse clients and innovative solutions.
* Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making.
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...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:33
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:33
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Naperville, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:32
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Bronx, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:31
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:30
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Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Solution Officer you are responsible for providing Cash Management solutions to branch managed customers/prospects over the phone and for providing Cash Management assistance to the Small Business Specialist.
You have found the right team.
As a Cash Management Solution Officer within Business Banking, you are responsible for participating in various projects and pilots results for the branch managed segment
Job Responsibilities
* Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
* Leverages core knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank
* Conveys a professional, knowledgeable and confident demeanor over the phone
* Regarded as the subject matter expert on Chase Business Online and One Card with Rewards.
Performs onboarding of clients with professionalism and skill
* Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, Area Managers, Market Managers, Divisional Directors and cross functional partners.
Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
* Manages customer expectations by communicating upfront timelines and deliverables.
Partners with the client to ensure a successful implementation of Cash Management products
* Protects the firm by applying sound risk management protocols and adhering to regulatory requirements; Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results
Required qualifications, capabilities, and skills
* One year experience in Cash Management/Treasury Services or related business experience
* General knowledge of Cash Management products/solutions
* Bachelor's Degree in Finance or related field
* Relationship Building - Ability to build relationships with clients and internal partners via the phone.
Ability to influence those outside of direct management control.
* Marketing Expertise - Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects.
* Business Acumen - Ability to understand the overarching Cash Management business environment both internally and externally.
Ability to manage business results in alignment with strategic objectives.
* Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.
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 fi...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:28
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J.P.
Morgan Chase & Co.
is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries.
It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.
The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.
JPMorgan Private Bank was recognized in 2015 by Euromoney as the world's best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.
Role Summary
As an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in the CIO Equities team.
In this role, you will be part of a group that combines traditional fundamental equity analysis with rigorous quantitative and factor-based approaches to drive investment decisions.
You will collaborate closely with fundamental analysts and portfolio managers, monitor the trade process, and contribute quantitative investment and portfolio construction ideas for implementation within discretionary equity and multi-asset client portfolios across global markets.
Responsibilities
* Risk Modeling: Apply risk models (Axioma other risk models) to evaluate portfolio exposures, support risk management, and inform investment decisions across global equity markets.
* Portfolio Construction: Partner with portfolio managers to apply quantitative models and analytics to improve portfolio construction, evaluate risk exposures, and conduct performance attribution for global equity portfolios.
* Quantitative Research: Build and maintain financial models using advanced coding skills (Python, R, or similar), leveraging large and complex datasets to uncover new market insights and trends.
Apply AI and machine learning techniques to enhance investment research and portfolio management.
* Collaboration and Communication: Collaborate with fundamental team members to integrate quantitative insights into investment strategies.
Clearly and effectively communicate complex quantitative concepts, findings, and actionable insights to portfolio managers and other investment professionals.
* Compliance: Maintain a consistent focus on compliance and risk management.
Required Qualifications, Skills and Capabilities:
* 6-10 years' experience working on Long-only Equity Buy-side.
In-depth understanding of equity markets, financial theory, and risk models.
* Strong experience applying risk models and in portfolio construction; experience with Axioma or other risk models preferred.
* Advanced programming skills in ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:25
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:24
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Become an integral part of our Commerical and Investment Bank Marketing team as administrative partner to the Head of Commerical and Investment Banking Marketing and the broader team.
In this role, you will work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As a Senior Executive Administrative Assistant within the Commercial and Investment Bank Marketing team, you will perform an array of administrative functions requiring confidentiality, initiative and sound decision making for the executive, their team of managers and other stakeholders.
This includes managing a demanding and dynamic calendar and international travel, leading the office and schedule, tapping your thought leadership to managing priorities and ensuring efficient use of executives' time.
You will also be working closely with key stakeholders to support large events, Town Halls, maintain critical follow-ups and will draft simple communications.
Job responsibilities:
* Manage extensive and complex calendar for one or more Senior Executives in a fast paced and dynamic environment.
* Manage and screen all incoming interactions on behalf of the executive, acting as the primary liaison between leadership, staff, clients and external stakeholders.
* Work closely with key stakeholders and Business Manager to manage priorities and maintain key documents such as organizational charts.
Track business priorities, take succinct minutes and replay key takeaway and themes from senior meetings.
* Coordinate and organize senior meetings, draft communications and presentations including agenda setting, material preparation and distribution, coordination of guest speakers, and logistics.
Use tools such as LLM and Teems to maximize collaboration and efficiency.
* Arrange and maintain complex travel plans and itineraries for both international and domestic travel
* Partner with colleagues or own end to end organization of internal and external events, including catering, vendors, invoicing and transportation
* Provide general office support to include phone coverage, printing, backup coverage, floor support, etc.and other duties as assigned
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
Required qualifications, capabilities and skills:
* A minimum of 5 years of experience supporting executive level leadership
* Discretion and good judgment in confidential situations, and proven experience interacting with all levels in the organization
* Strong interpersonal, presentation and communication skills.
Flexibility and resilient to change
* Exceptional international travel planning skills and knowledge
* Strong personal leadership, ability to work independently...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:23
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Bronx, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:22
-
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: Corvallis, US-OR
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:21
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You enjoy shaping the future of product innovation by driving value for customers, supporting successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As an Associate in Investment Middle Office Services (IMOS), you play a key role in innovating new product offerings and supporting the end-to-end product life cycle.
You act as the voice of the customer and help develop products that provide customer value.
Leveraging your understanding of product development, you assist in launching products, gathering feedback, and ensuring excellent client experiences.
With a commitment to scalability, resiliency, and stability, you work closely with cross-functional teams to deliver high-quality products that meet customer expectations.
Job responsibilities:
* Support end-to-end client onboarding activities
* Contribute to product strategy and product vision that delivers value to customers
* Assist with discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Help maintain and develop a product backlog that enables development to support the overall strategic roadmap and value proposition
* Track and report on the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, capabilities, and skills:
* 2+ years of experience or equivalent expertise in product management or a relevant domain area
* Working knowledge of the product development life cycle, design, and data analytics
* Ability to support product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
Preferred qualifications, capabilities, and skills:
* Experience working in a highly matrixed, complex organization
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reim...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:19
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Fort Myers, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-18 08:55:19
