-
As an Audit Director within the Commercial & Investment Banking Technology Audit team, you will be responsible for managing and leading Technology Audit's coverage of Commercial & Investment Banking line of business specifically Commercial & Investment Banking Chief Data and Analytics Office and Securities Services Technology.
This will include management of audit execution, validation of audit issues, regulatory coordination and completion of continuous monitoring activities including stakeholder management.
The Commercial & Investment Banking Audit team is responsible for assessing the adequacy of the control environments, which includes Global Banking, Markets, Payments and Securities Services.
This is achieved through a program of audit coverage, which is performed and managed by a global team of integrated technology and financial business audit specialists.
Job responsibilities
* Manage large and complex audit deliverables from planning to reporting, and produce quality deliverables to both department and professional standards.
* Review audit work in accordance with department and professional standards, and complete assignments in an efficient manner.
* Oversee all aspects of audits including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow up and verification of issue closure.
* Finalize and communicate audit findings and use judgment to provide an overall opinion on the control environment.
* Build and maintain relationships with Markets technology senior stakeholders, establishing a culture of engagement whilst adding value.
* Actively participate in key governance forums to provide independent challenge to management on control matters.
* Understand the stakeholder priorities and provide independent feedback on control enhancements/implementation.
* Effectively manage and lead the Audit team, performing timely review of work performed and providing honest and constructive feedback to proactively manage performance and enhance skills across the team.
Understand the team's strengths and areas of development and guide the team in achieving their individual goals whilst giving them opportunities to enhance their skills.
* Prioritizing diversity & inclusion and fostering feedback by providing and soliciting timely, actionable feedback to help each team member improve and grow.
* Work closely with business and technology audit colleagues to ensure that key risks are identified and assessed in the program of audit coverage.
* Manage regulatory coordination for technology areas especially during regulatory examinations and other activities.
Required qualifications, capabilities and skills
* 10+ years of internal or external technology auditing experience.
* Bachelor's degree (or relevant financial services experience).
* Solid understanding of coding, data analytics and/or distributed technologies and internal control con...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:26
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:25
-
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 Specialist in the U.S.
Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
* Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
* Develop investment policy statements and advise on asset allocation
* Closes sales of complex investment products
* Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
* Build excellent working relationships with internal clients
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
* Provide guidance to junior staff
Required Qualifications, Capabilities, and Skills
* 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
* Seven plus years of experience in Private Banking or Financial Services industry
* Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, and Skills
* MBA or CFA preferred
* Prior experience providing complex investment solutions to individuals
* In depth experience and/or knowledge of hedge funds, private equity and alternative investments
* Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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, skil...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:24
-
Primary Function
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
* Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
* Develop investment policy statements and advise on asset allocation
* Closes sales of complex investment products
* Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
* Build excellent working relationships with internal clients
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
* Provide guidance to junior staff
Required Qualifications, Capabilities, Skills
* Bachelor's degree required; MBA or CFA preferred
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Ten plus years' experience in Private Banking or Financial Services industry
* Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, Skills
* Extensive experience providing complex investment solutions to individuals
* In depth experience and/or knowledge of hedge funds, private equity and alternative investments
* Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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 reimbursement, mental health support, fin...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:24
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Country Club Hills, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:23
-
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other informatio...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:23
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Rockville, US-MD
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:21
-
J.P.
Morgan Asset & Wealth Management, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
Job Summary
As an Asset Management - Investment Only Internal Client Advisor within the Defined Contribution Investment Only team, you will be responsible for the distribution of JPMC's investment products within retirement record keeping solutions.
You will also be tasked with finding placement opportunities within our start-up and small to mid-market 401(k) solution in partnership with advisors that are approved to participate in those available record keeping solutions.
Your role will be crucial in delivering a differentiated set of tools and insights that enable the advisors to help their clients build stronger retirement plans that lead to better outcomes for participants.
Job Responsibilities
* Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with approved advisor firms and dedicated teams within our focus and prospect lists.
* Engage with advisors to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC investment only, 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
* Prepare and deliver investment analytics and client proposals in partnership with advisors from Initial thru Finals stage, and offers resource guidance on our full suite of participant education resources.
* Manage multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, trade-tracking, follow-up items/activities, etc.
* Engage advisors with effective engagement from point-of-sale through the duration of the sales process to close.
* Partner with retail fund Internal and External Client Advisors to ensure a collaborative and integrated approach to planning and managing the territory, pipeline and promotion of referral activity.
Required qualifications, capabilities and skills
* 2+ years of financial sales experience
* Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
* Proven success with multi-tasking and staying on top of priorities
* Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
* Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
* Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
* Excellent written and verbal communication skills
* Ability to effectively leverage our global resources
* Bachelor's degree required
...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:21
-
The team is seeking a collaborative, relationship-first individual with a passion for the travel industry.
The Supplier Management Associate is responsible for owning and driving partnerships, collaboration, and building relationships with international airline partners to mutually grow sales and revenue.
The position requires an analytical-mindset, the ability to collaborate and prioritize.
As an Airline Supplier Management Associate within Chase Travel, you will be responsible for independently owning end-to-end negotiation of multiple airline contracts, optimizing value provided to customers, airlines, and our company.
You will collaborate with Supplier Managers to align revenue management strategies to optimize supplier opportunities.
You will report out key metrics, findings, and financial impacts to senior leadership and airlines.
In addition, the Associate will own the development of new opportunities for travel products and effective management of challenges.
You will also be responsible for assisting the VP, Air Supplier Relations in managing the Controls and Compliance procedures for key suppliers and suppliers under their individual portfolios
Job responsibilities
* Create, negotiate, manage, and optimize strategies that create positive EBITDA impacts for key airline partners
* Balance owning multiple key travel supplier relationships
* Be involved in product driven projects targeting sales and revenue growth
* Manage and source multiple preferred airline relationships that achieve successful financial objectives
* Develop long and short-term strategies and tactics to maximize success and company business objectives
* Develop and optimize existing relationships on an ongoing basis, utilizing entrepreneurial methodologies that create incremental revenue streams
* Provide effective quantitative and qualitative modeling and analysis to prove and measure airline agreement value and opportunity
* Adhere to Control and Procedure policies across portfolio of preferred suppliers
Required qualifications, capabilities, and skills
* Bachelor's Degree or equivalent work experience
* 3+ years of advanced applicable airline or travel industry knowledge and experience
* Demonstrates excellent communication skills and is comfortable sharing analysis insights and key findings to executives and clients
* Exceptional Microsoft Word, Power Point, Excel, and Outlook competency
* Ability to work in a fast-paced environment, prioritize and multi-task effectively while staying organized
* Contractual knowledge necessary to understand, challenge, and optimize contract terms and conditions
* The ability to build strong airline relationships and collaborate on strategies to drive incremental revenue for key partners through contract negotiations
* Must be effective at listening closely to challenges and providing clear and deliberate responses and solutions
* Ability to co...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:20
-
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...
....Read more...
Type: Permanent Location: Bradenton, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:20
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Clearwater, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:19
-
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: Morristown, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:18
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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: Sandusky, US-MI
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:17
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:17
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Mission Hills, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:16
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Clinton Township, US-MI
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:16
-
Own our Client's Custom Card Product Onboarding experience end to end! Use your Project Management expertise to manage complex technical treasury product implementations for JP Morgan Chase Clients from around the world.
As a Card Product Implementation officer within the Commercial & Investment Bank, you will be responsible for the overall client experience and project management of custom card product implementations.
Partner with client and internal stake holders to help provide a best-in-class experience.
In this role you are often the clients first true experience working with JP Morgan Chase.
Job Responsibilities
* Own the product implementation and training experience for your assigned clients
* Meet and connect with clients through Zoom, Email and other collaborative technologies
* Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
* Manage client and partner expectations and understanding throughout the implementation process
* Implement mixed payable solutions and support our clients with file mapping exercises
* Work with partners in Operations and Product Management to streamline processes
* Identify instances of business risk and show ownership of issues when they arise
* Scope client requests and translate business requirements into detailed technical specifications for treasury services
* Use Microsoft Office tools to document meeting agendas and minutes and project plans.
Use of workflow tool for status updates and document repository
* Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
* Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
Required qualifications, capabilities, and skills
* An appreciation for being a 'keeper of our brand' with 3+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
* Commercial Card or Transactional banking/payments knowledge
* Strategic thinking with the ability to adapt to change
* Microsoft Office Suite experience and project Management, Payments and Receivables experience
* Technical Consulting or business analysis experience in the Enterprise Resource Planning (ERP), systems integration or Application Programming Interface (API) space
* Technical project management experience or experience with complex treasury implementations or card products and comfort in a fast paced, dynamic client-facing environment
* Ability to clearly communicate, partner and influence - leading others to a common goal
* Exhibit adherence to policy and procedures and meet or exceed established SLA
* Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
* Experience in coaching or mentoring emp...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:15
-
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 Liquidity & Account Solutions (L&AS), 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.
J.P.
Morgan Liquidity & Account Solutions ("L&AS")works with global clients with complex cash management needs who operates across multiple countries, currencies, legal entities, and time zones, including multi-national corporations, high-growth technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers.
Our advanced, end-to-end solutions which combine physical, notional and virtual techniques enable our clients to achieve visibility, control and optimization of working capital.
Job responsibilities
* Support the product strategy and product vision that delivers value to customers.
* Responsible to deliver across the L&AS multiyear strategic roadmap, from concept to business requirements to delivery and post release.
* Collaborate with cross-functional teams, technology, operations, marketing, sales, compliance, legal and other control functions to ensure successful product deployment and launch.
* Oversee product testing to ensure products meet the business requirement.
* Communicate product development progress and challenges to senior management and stakeholders.
* Continuously evaluate and improve product development processes and cross functional product and technology engagement to enhance efficiency and effectiveness.
Required qualifications, capabilities, and skills
* 5+ years of proven experience or equivalent expertise in product development or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management.
* Proven ability to document and verbally communicate concepts and ideas including product requirements in appropriate formats to technology partners as well as all stakeholders.
* Excellent communication and collaboration skills.
Preferred qualifications, capabilities, and skills
...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:14
-
The corporate access coordinator is responsible for arranging corporate & expert access events for institutional investor & corporate client partners.
In this role, you will work directly with research, sales, banking & events team to understand their needs, select venues, coordinate logistics, manage budgets and ensure the successful execution of J.P.Morgan events.
Experienced self-starter that can quickly begin to contribute and manage events independently.
Access events can include investor tours, conference meetings and non-deal roadshows.
Job Responsibilities:
* Collaborate with Corporate Meetings & Events teams to promote events, manage registration & client communications around investor meetings.
* Meet with JPMorgan event hosts/sponsors to understand their objectives, requirements, and budget.
* Research and select appropriate venues (in-house or external), negotiate contracts, and manage relationships with vendors.
* Develop and manage event budgets, ensuring cost-effectiveness and adherence to financial constraints and following required expense management procedures.
* Manage communications with corporate and investor clients to organize investor meetings.
* Manage all logistics associated with events: obtaining compliance approval, transportation, catering, audiovisual equipment, and other necessary services.
* Liaise with company management teams, research, and institutional sales to develop and execute corporate access events.
* Effectively market Corporate Access events internally to research sales and sales trading.
* Work closely with research sales and sales trading to monetize Corporate Access events.
* Conduct post-event evaluations to gather feedback and assess the success of the event, making recommendations for future improvements.
* Ensure all events follow J.P.
Morgan legal, compliance and expense policies.
* On-site staffing of events to ensure seamless execution and manage client inquiries and requests.
Require qualifications, capabilities, and skills:
* Experience in meeting management at an investment bank required.
* Strong front office experience and knowledge across markets business preferred.
* Detail oriented and self-motivated.
* Excellent communication skills, both verbal and written, can engage and influence partners and stakeholders.
* Thrive in a fast-paced environment of real-time market pressures and easily remain focused on client needs.
* Microsoft Excel, PowerPoint and MS Word proficiency
* Demonstrate good judgment - decision-making is your strongpoint.
* Strong interpersonal skills - you listen and communicate in a direct, succinct manner.
* Experience with virtual and hybrid event planning.
Preferred qualifications, capabilities, and skills:
* Experience with event management platforms such as BTS is ideal.
* Ability to travel as needed for site visits and event execution.
* ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:14
-
The Securitized Products Group (SPG), part of Markets within Corporate & Investment Bank, actively engages in acquiring or originating, warehousing, and securitizing consumer and other financial assets.
It makes markets in existing securitized financial assets, provides financing for these assets to clients, underwrites securitizations for third parties, and structures and trades in derivative products linked to securitized products.
As a Securitized Products Group Product Control Analyst within the Securitized Products Group, you will join a multi-regional staff responsible for the activities listed below.
Specifically, this Product Control team covers a variety of SPG businesses including ABS Trading, Non-Agency RMBS Trading, Mortgage Finance (lending), and several whole loan mortgage businesses, as well as several derivatives desks.
Job responsibilities
* Produce, prepare and report on the daily P&L and risk to various stakeholders, including senior CIB and senior Trading personnel.
* Understand, produce and explain daily P&L into constituent risk components; investigating any issues as needed.
* Review with FO to obtain sign-off of P&L and risk, and address any ad hoc requests and queries.
* Serve as first point of contact for FO for all financial and performance information.
* Coordinate month-end closing of books, ensuring accurate and reconciled balance sheet, income statement, and other financial statements.
* Liaise with middle office areas, back office, VCG and technology development groups as appropriate.
* Work with various stakeholders to support new business activities, including ensuring proper accounting, system flow, downstream reporting, etc.
* Work with Market Risk Coverage to report, validate and reconcile key risk metrics in various reports including limits and daily reporting packs.
* Manage projects and initiatives related to all of the above as well as larger cross-business programs as required.
Required qualifications, capabilities and skills
* Strong understanding of Securitized Products in their various forms (Loans, Securities, and Derivatives)
* Strong analytical, problem-solving abilities and detail oriented
* Good written and verbal communication skills
* Ability to multitask and prioritize effectively
Preferred qualifications, capabilities and skills
* Accounting / Control experience- a professional accounting qualification, e.g.
CPA, ACA, CIMA
* CFA charter holder
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 compet...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:13
-
Job Description
Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Commercial & Investment Bank, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Provide technical guidance and direction to support business objectives, collaborating with technical teams, contractors, and vendors
* Develop secure, high-quality production code, and review and debug code written by others
* Drive decisions that influence product design, application functionality, and technical operations and processes
* Serve as a subject matter expert in AWS, Terraform, and cloud-native technologies
* Advocate for firmwide frameworks, tools, and practices within the Software Development Life Cycle
* Influence peers and project decision-makers to adopt leading-edge technologies
* Foster a team culture of customer obsession, embodying the ethos of \"kind first, then right\"
* Operate independently, without constant direction, and adapt to changing project needs as an internal consultant focused on delivering results and adding value
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years of applied experience
* Hands-on experience with AWS, including solution architecture and engineering
* Proficiency in writing Terraform scripts and managing Cloud infrastructure
* Experience with distributed systems, cell-based architecture, microservices, Kubernetes, and containers
* Advanced skills in programming languages such as Python and Java
* Knowledge of recent AI developments and their application in cloud environments
* Ability to troubleshoot problems independently and learn from failures
* Strong organizational skills and effective communication abilities
* Practical cloud-native experience and familiarity with internal tools like Atlas
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
* Associate level certification or higher, such as AWS Solutions Architect Associate
Preferred qualifications, capabilities, and skills
* Experience in Agile methodologies, particularly Kanban
* Ability to hop from project to project, providing consulting and value-added services across teams; must be flexible, adaptable and willing to change course quickly
* Familiarity with regulatory requirements and applications within the financial industry
JPMo...
....Read more...
Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:12
-
At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Licensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* A valid and active Series 7 and Series 63
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days)
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 financia...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:11
-
Join our team to foster agile methodologies, encouraging a culture of innovation and high performance in a leading financial institution.
As an Agility Lead in Risk Technology, you will play a significant role as a champion for the adoption and continuous improvement of Agile practices within our teams.
Leveraging your deep knowledge of product development methodologies and Agile principles, use your expert guidance, mentorship, and support to teams to foster a culture of collaboration, innovation, and high performance.
As a recognized subject matter expert, put your knowledge to use to work on complex issues, exercise considerable judgment, and make impactful decisions that shape the operational and business direction of your sub-function.
Your leadership, communication, and coaching skills will be instrumental in empowering teams to deliver high-quality solutions efficiently and effectively, while continuously adapting to changing requirements and priorities.
Job responsibilities
* Lead and coach teams to adopt and implement agile methodologies and promote open communication and engagement among team members ensuring continuous improvement and alignment with organizational goals.
* Use advanced communication, facilitation, and presentation skills to manage and influence stakeholders while communicating organizational impediments to leadership.
* Develop and implement short to mid-term operational and transformation plans, prioritize tasks and manage resources to achieve product goals in a timely and efficient manner through the utilization of metrics and evidence-based decisions.
* Identify trends and generate original ideas to contribute to the development of new policies and ideas within the discipline.
* Supports the removal of impediments to increasing agility and effectiveness for the team and the organization.
* Cultivates the health and the effectiveness of teams through qualitative and quantitative measures along key dimensions of culture, practices, mindset and structure, while ensuring appropriate usage of the measures by the teams and the organization.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in a relevant domain, with a focus on coaching teams and individuals on agile methodologies and project management
* Possess advanced knowledge of multiple product development lifecycle stages, methodologies, and new ideas, enabling effective guidance and support for teams.
* Display advanced knowledge of agile delivery and multiple agile approaches, including Scrum, Kanban, Extreme Programming (XP), and scaling frameworks, monitoring agility metrics; with the ability to guide teams through complex projects, emphasizing iterative progress and adaptability.
* Possess excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at various levels within the organization, effectively guiding gro...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:10
-
With over 600 team members in 11 countries, our Global Supplier Services (GSS) organization works proactively with line of business colleagues to identify capable suppliers, lead the competitive sourcing process and negotiate and contract with the chosen suppliers.
Leveraging firm-wide buying power and controlling risk are consistent overarching goals.
GSS then ensures that the contracted goods and services can be obtained by our employees in an efficient, cost-effective manner globally.
As a Category Manager within Global Supplier Services, you will report to a Sourcing Category Director and are responsible for leading the development of long term category strategies for third party supplier spend, executing sourcing projects (competitive bids, single-source negotiations, etc.), and contracting.
Job Responsibilities:
* Lead the development and execution of multi-year category and supplier spend management strategies within assigned categories
* Conduct in-depth cost and spend analysis to develop target savings & cost reduction initiatives
* Complete activities for material sourcing events including defining requirements, design and execution of a competitive process, supplier due diligence, and evaluation of competitive offerings from suppliers to present sourcing options that meet JPMC's business requirements.
* Conduct commercial term negotiations, and lead the contract development process
* Partner and collaborate with:
+ Regional Sourcing colleagues, as well as local, regional and global internal stakeholders
+ In-house Legal, Risk and Finance teams, and other internal risk management groups, including Third Party Oversight (TPO)
* Maintain compliance with all policy and procedural guidelines
* Identify new service opportunities that address or anticipate client needs
Required qualifications, capabilities, and skills:
* Bachelor's Degree required
* 7+ years of experience in managing technology categories and spend, with exceptional delivered results
* Market Research: ability to conduct market/industry/supplier analysis and synthesize data into a consumable format
* Commercial skill/strategic negotiation ability, specifically in the area of technology, software and SaaS
* Change Management: experience and proven ability to drive change with management direction but without having to be prescribed to
* Project Management: ability to develop, plan and execute projects and create remediation plans and actions with timely updates to management
* Cost Modeling: ability to understand value streams, cost drivers and how to break down cost structures
* Risk Management: knowledge of business risk factors and business savvy to minimize risk appropriately and communicate acceptance of risk factors when required.
* Technology Acumen: advanced proficient in the use of the Microsoft Office Suite (especially advanced Excel)
* Sourcing Methodology:...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:08
-
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 Commercial Card, you work to enhance and optimize the way products are delivered to customers.
As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way.
Job responsibilities
* Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
* Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
* Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product delivery or a relevant domain area
* Demonstrated ability to execute operational management and change readiness activities
* Strong understanding of delivery and a proven track record of implementing continuous improvement processes
* Experience in product or platform-wide release management, in addition to deployment processes and strategies
Preferred qualifications, capabilities, and skills
* Proficient knowledge of the product development life cycle, design, and data analytics
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 reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided d...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-28 08:38:07