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Company
Federal Reserve Bank of Philadelphia
Job Description Summary
Research assistants (RAs) at the Philadelphia Fed play a key role in the Economic Research Department.
Whether they are helping economists prepare briefings on current monetary policy issues, working on economic forecasts, writing some of our newsletters on economic conditions, or analyzing data for long-term research projects, RAs work as an essential part of our team and gain depth of experience.
The Bank’s RA program is structured as a two-year program, with most RAs continuing on to graduate programs or other careers in economics or related fields after two years with the Bank.
Employment is at-will.
NOTE: The start date for this position will begin in the Summer of 2026!
The job description below reflects the higher level of a dual grade job posting. Candidates who possess a slightly lower level of experience, education, or qualifications may also be considered.
The salary grade for this position is 8/10.
The Federal Reserve Bank of Philadelphia is one of the 12 regional Reserve Banks that, together with the Board of Governors in Washington, D.C., make up the Federal Reserve System. It helps formulate and implement monetary policy, supervises banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government. The Federal Reserve Bank of Philadelphia serves eastern and central Pennsylvania, southern New Jersey, and Delaware.
Job Description
Our department prides itself on its collegial atmosphere.
RAs help one another develop their statistical, data, and programming skills.
Our economists collaborate on research with academic and central bank colleagues from around the world; as a result, so do our research assistants.
The assignments in the Economic Research Department offer our RAs a number of ways to increase their knowledge of economics and their analytical skills.
Moreover, RAs have access to a number of training and education opportunities, including courses in computer software and programming languages, as well as undergraduate and graduate courses in economics, statistics, and mathematics.
Working as a RA at the Philadelphia Fed is a rewarding experience, whichever career path you ultimately choose to pursue.
Our RAs have gone on to top graduate schools in economics, public policy and law; some have found opportunities in other departments in the Bank; and others have moved into higher positions within the Economic Research Department.
The Bank’s RA program is structured as a two-year program, with most RAs continuing on to graduate programs or other careers in economics or related fields after two years with the Bank.
Employment is at-will.
To Apply: Please attach your cover letter, resume, and unofficial transcript to the Attachments tab.
We may ask for 2 letters of recommendation, but, please do not have them sent until requested by the hiring team.
Requirements:
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:58
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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: Long Island City, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:58
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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: Sinking Spring, US-PA
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:57
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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: Levittown, US-PA
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:56
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Join the Treasury/Chief Investment Office (TCIO) at the heart of JPMorgan Chase, where you'll impact the firm's $4 trillion balance sheet and its main lines of business.
The Corporate Treasury Middle Office team supports liquidity, capital, interest rate risk management, and global funds transfer pricing, offering a unique opportunity to engage in critical financial functions.
As a Vice President in the Treasury Chief Investment Office Controls team, you will join the CTMO Strategy and Controls team responsible for designing, implementing, and managing a comprehensive control environment for the team, ensuring operational excellence and regulatory compliance across global operations.
You will focus on strategic team management, operating model and controls, stakeholder management, management of regulatory requests and internal audit, process improvement, and sustainability.
Job responsibilities:
* Implement a best in class control model for the organization.
Lead junior talent by managing book of work, trainings and develop a mindset of operational excellence
* Design, implement and maintain consistent and streamlined operating models and controls across the global team and across risk stripes.
Review and assess current control frameworks.
Partner with CTMO stakeholders across the globe to ensure consistency of operations and strength of controls.
* Manage relationships across internal stakeholders including LOBs, Policy, Strategy and Risk.
Lead regular touchpoints to review ongoing performance of reporting, and the support of ad hoc requests.
Compile metrics, synthesize key themes and present updates to senior management for review & escalation as required.
* Manage interface with risk and control, internal auditors and CTMO team leads to satisfy internal and external control requirements.
Collaborate with BAU teams to own and remediate Action Plans (formally documented control gaps) specific to operating model enhancements - includes partnering with BAU team to design & implement sustainable processes whilst minimizing operational risk.
Collaborate with strategy and risk teams to comply with regulatory exams and requests.
* Enhance and redesign existing processes to increase efficiencies and reduce operational risk.
* Support ongoing periodic recertifications to meet audit and regulatory requirements, maintaining comprehensive documentation
Required qualifications, capabilities and skills:
* 6+ years' experience preferably in project management related roles
* Strong independent analysis and research skills with limited oversight
* Requires attention to detail to ensure consistency across processes and submissions
* Knowledge of or willingness to learn Microsoft Office software (Teams, SharePoint etc.) and Atlassian product suite (Confluence, JIRA etc.)
* Bachelor's degree in liberal arts or a quantitative field, or relevant experience
* Excels in critical thinking, investigative...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:56
-
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: Dover, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:55
-
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: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:55
-
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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:54
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Centennial, US-CO
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:53
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:53
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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: Fairview Heights, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:52
-
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: Old Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:51
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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: Wichita, US-KS
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:51
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Join JPMorgan as the right hand to the Global Head of Asset and Wealth Management Recruiting in an exciting role where you will have the opportunity to showcase your extensive skillset every day.
Job Summary:
As a Business Manager within the Asset & Wealth Management (AWM) Recruiting team, you will play a pivotal role in driving organizational success.
Serving as a strategic partner to the Global Head of Asset & Wealth Management Recruiting, you will ensure seamless day-to-day operations and optimize business performance by championing key initiatives.
Acting as a trusted advisor and strategic counterweight to Recruiting Leads, you will be responsible for identifying, escalating, and mitigating business risks.
This high-profile, time-sensitive position is instrumental in advising and supporting senior management.
Job Responsibilities:
* Provide responsive support for executive ad-hoc requests, including project management, presentations, recruitment analysis, and daily summarization of urgent action items for the unit head to ensure timely completion.
* Organize and present complex information strategically, leveraging advanced design skills and expertise in Excel and PowerPoint.
* Communicate effectively with key business partners to understand project objectives, drive next steps, and maintain alignment across stakeholders.
* Project manage and deliver critical work streams, including strategic initiatives, special projects, training programs, and change management activities for the AWM Recruiting team.
* Develop, implement, and manage AWM Recruiting and HR strategies, processes, and deliverables in partnership with HR leadership.
* Coordinate team activities, organize leadership meetings and offsite events, and prepare materials for business reviews and strategy sessions.
* Closely partner with the finance team to focus on weekly reporting on the recruiting process and metrics as well as the teams financial and hiring deliverables.
* Analyze business data and prepare regular and ad hoc reports and presentations for senior management and stakeholders.
* Support the definition and implementation of future workflows, technology, and infrastructure projects to meet evolving HR and recruiting needs.
* Demonstrate flexibility and a willingness to take on a variety of tasks, ensuring efficient adherence to established operating models and processes.
* Attend senior-level headcount meetings on a bi-weekly basis, overseeing the hiring process for additional team members.
Required Qualifications, Skills, and Capabilities:
* Bachelor's degree in Business, Finance, Human Resources, or a related field.
* Minimum of 4 years' experience in business management or HR, with exposure to project management.
* Exceptional verbal and written communication skills, with the ability to listen actively, ask insightful questions, and articulate complex issues clearly.
* Intellectually cur...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:50
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JPMorgan Chase is seeking a Senior Associate to help build and drive the strategy for our Emerging Affluent segment-a high-potential group representing millions of customers.
In this highly visible role, you will help redefine how Chase acquires, engages, and deepens relationships with customers whose affluence is on the rise, positioning us to capture a greater share of their expanding wealth.
As a Product Manager within the Emerging Affluent segment team, you will support promoting the end-to-end development of this segment, from refining key metrics and definitions to shaping the strategic direction for new product promotions, acquisition testing, and omni-channel experiences.
Leveraging customer research and data-driven insights, you will identify pain points, prioritize enhancements, and recommend solutions that foster engagement and satisfaction.
You will partner across lines of business and with teams in product, marketing, analytics, technology, risk, and compliance to align strategies, share insights, and inform future roadmaps.
With direct exposure to senior executives, your impact will be central to Chase's growth agenda and the future of our affluent banking strategy.
Job Responsibilities
* Optimize segment definition and metrics to better target Emerging Affluent customers
* Guide the approach for customer research to inform product development
* Support testing of new acquisition strategies and explore promotional features to drive engagement
* Influence improvements to digital and omni-channel experiences by leveraging NPS and complaint insights
* Align cross-functional and cross line of business stakeholders on priorities and execution
* Track competitor activity and market trends to inform recommendations
Required Qualifications, Capabilities, and Skills
* 4 years of experience in product management, strategy, consulting, or a relevant domain, ideally in financial services or consumer
* Demonstrated success in building and launching new products, segments, or initiatives in a matrixed, high-visibility environment
* Strong analytical and strategic thinking, with the ability to translate insights into actionable plans
* Exceptional stakeholder management and communication skills, with experience influencing senior leaders and driving consensus across diverse teams
* Experience with customer research, segmentation, and data-driven decision making
* Comfort with ambiguity and a bias for action-able to operate effectively in a fast-moving, dynamic environment
* Passion for customer-centric innovation and a drive for results
Preferred Qualifications
* Experience in affluent or emerging affluent customer segments, retail banking, wealth management, or related fields
* MBA or advanced degree preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad r...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:50
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Our Advisor client pricing and advisor concession programs reinforce our business strategy and drives appropriate Advisor behavior, our team owns the end to end strategy on the advisor and client pricing experience.
The work our team does impacts the day to day life of advisors: the design of the technology they use, how they speak with clients, and what pricing frameworks they can apply to client relationships.
Our team works broadly across the firm with several teams in order to build the end-to-end pricing experience for our end users: clients and advisors.
As a Vice President within the Field Performance and Incentives team, you will directly support end-to-end design and oversight of our client pricing strategy.
This high exposure/visibility opportunity on a growing team that will play an important role in the design, delivery, execution, and analysis of our pricing strategy and has a meaningful contribution to several top strategic objectives and the largest revenue line item of the US Wealth Management Business.
Drive the strategic design and development of the end to end advisor and client pricing and fee experience in partnership with business leaders and key partners.
Own specific workstreams may include but is not limited to:
Job Responsibilities
* Develop presentations and executive materials for business executives and field leadership.
Develop materials for national calls to educate the field on strategic changes [audience of 5000+]
* Develop operating model and associated curriculum to educate the advisors and field leaders on pricing
* Build out new and enhance existing reporting and associated coaching model for field leaders
* Build and define product / tech experience for where advisors set concessions, track enhancements based on strategic direction and feedback from the field
* Measure and analyze our pricing program efficacy running reporting in partnership with Finance, Technology, Data & Analytics to show impact of policies and practice management
* Review manual processes within pricing ecosystem and define process improvements, operating model, and requirements
* Own client documentation requirements related to client fee transparency, balancing clear client-friendly language with regulatory responsibilities
* Monitor industry trends and perform competitor/industry research, sharing insightful reports and analyses with the broader team
* Lead the end-to-end development and implementation of new Advisor programs and initiatives, collaborating with business partners and senior leadership to solve strategic problems.
Specific work and projects may include:
* Define processes, create policies, design enabling technology, oversee deployment of new products, develop communications, and provide tailored support to Advisors and field leadership
* Define migration and cutover strategy for new tech initiatives
* Support the launch of new technology and platforms to...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:49
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Trust & Safety, 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.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
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
* Lead technical solution design for Trust & Safety solutions across solutioning, implementation, and post-implementation.
* Define target and transitional architectures, integration patterns, and non-functional requirements for API and file-based client integrations.
* Support premier client onboarding to accelerate certification and time-to-ramp.
* Engage directly with client technical teams and JPM contractors to guide integrations and resolve issues.
* Troubleshoot post-go-live incidents; drive root-cause analysis and production readiness improvements.
* Partner with product to resolve defects and inform the product roadmap.
* Plan for scale with tech, modeling expected volume and throughput to ensure capacity, reliability, and SLA adherence.
* 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
* Own, maintain, and develop a product backlog that enables development to support the overall strategic roadmap and value proposition
* Build the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Proven experience delivering client-facing integrations for both API and file-based channels at enterprise scale.
* Strong troubleshooting skills with observability stacks; adept at root-cause analysis, incident response, and performance tuning.
* Effective collaboration in a matrixed environment; excellent communication with client technical teams and internal stakeholders.
* Demonstrated ability to utilize qualitative and quantitative inputs to develop strategic and tactical recommendations to both improve the client experience and product adoption
* Goo...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:48
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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 an Investment Professional in the U.S.
Private Bank, you will provide integral daily support to Investors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
* Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
* Create mandates for discretionary accounts
* Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis.
Work with Team Leader to monitor risk metrics across the team
* Work with Team Leader to monitor Client Advisor loadings.
* Submit and monitor fee schedules and billing
* Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
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 discretionar...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:48
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If you are customer focused, enjoy building relationships, and providing financial advice to your clients, then a role as a Business Development Manager in one of our expanding markets is for you.
As a Business Development Manager in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will be responsible for leading our business development efforts in the designated markets, which may include expansion markets.
Job Responsibilities
* Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase.
Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant Services, and Card, to provide our clients the best solutions for all of their financial needs
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses.
Use knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements
* Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network, and ensure a seamless experience for the business client, who may have multiple products and services
* Identify the personal financial goals and needs of business clients.
Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Utilize referral networks and centers of influence to identify and develop potential new clients, looking for ways to cultivate long-term relationships
* Maintain a strong current business network and active involvement in community organizations such as Chambers of Commerce, non-profit boards.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as, creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
Required qualifications, capabilities, and skills
* Minimum of 7 years' experience in Business Banking Relationship Management role or related business/commercial lending experience
* Bachelor's degree in Finance or related field, or equivalent work experience
* Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
* Proven experience to establish and develop relationships in emerging territories
* Utilize seasoned judgment to o...
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Type: Permanent Location: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:47
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may rece...
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Type: Permanent Location: Baltimore, US-MD
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:46
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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: Cincinnati, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:45
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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: North Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:44
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Wantagh, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:44
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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 Support Associate in the Fintech and Gaming Sales team, 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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small 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 i...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:43
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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: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:42
