-
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: Chesapeake, US-VA
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:15
-
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 Virtual Banker II within Consumer Banking, 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 engage clients via both inbound and outbound communication through phone and video, providing strong customer service.
Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
* Foster a welcoming atmosphere by delivering attentive and friendly service, acting with a client-first attitude, and collaborating with team members to provide the most appropriate solutions.
* Demonstrate a commitment to hospitality by consistently exceeding client expectations and creating a warm and inviting environment.
* Handle inbound and outbound communication to engage in meaningful conversations, identify financial needs, and offer personalized financial solutions.
* Cultivate strong client relationships through active listening, thoughtful questioning, and exceptional customer service, referring clients to our team of experts as needed.
* Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business Relationship Managers) to connect customers to experts for specialized financial needs.
* Guide clients in utilizing technology self-service options such as the Chase Mobile App, Chase.com, and ATMs to enhance their banking experience.
* Achieve or exceed performance metrics related to client engagement and referrals, while staying informed about Chase products, services, and industry trends.
* Resolve client issues promptly and with attention to detail, ensuring a consistent and positive client experience.
Required Qualifications, Capabilities, and Skills
* 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
* Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
* Strong relationship-building skills, showing genuine care and concern during client interactions.
* Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
* Proficiency in quickly and accurately learning products, services, and procedures.
* Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
* Comm...
....Read more...
Type: Permanent Location: Detroit, US-MI
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:15
-
JPM Private Bank Mortgage Solutions - Mortgage Specialist Analyst
J.P.
Morgan Asset & Wealth Management, with client assets of $4.0 trillion, 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.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P.
Morgan Wealth Management serves clients across the entire wealth spectrum.
It includes the Private Bank and select J.P.
Morgan Advisors mortgage business, which serve high net worth and ultra-high net worth clients, and Chase Wealth Management, serving mass affluent and affluent clients.
The Mortgage Solutions business is a top 10 Jumbo Mortgage Originator in the US with $70 billion in outstanding mortgage balances and exclusively serves the clients of the JPMorgan Private Bank and J.P.
Morgan Wealth Management businesses.
Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured by properties in the US, UK, and French markets.
The Global Mortgage Solutions team includes a large team of Mortgage Specialists in multiple global locations who work with clients and bankers to guide them in their home lending financing needs and a global mortgage product team managing the products that enable our business.
Ke y Responsibilities include:
* Joint ownership with senior Mortgage Specialists in advising and delivering residential real estate solutions for JP Morgan Private Bank Clients
* Daily proactive management of loan origination process , including: liaising with clients, coordinating with key internal partners, third parties (attorneys, title companies, CPAs, etc); submission of mortgage applications, completing pricing analyses, and coordinating all steps needed for an efficient and timely closing of each deal.
* Respond efficiently and effectively to client and internal inquiries
* Assist with the underwriting development process , including identifying thorough financial packages for underwriting purposes, proactively identifying and solutioning potential underwriting issues, and detailed credit risk analysis.
* Ensuring client needs and expectations are consistently met and/or exceeded
* Respond to data quality questions and research/resolve all issues
Followin g on-the-job training :
* Identify and structure mortgage loan opportunities during conversations with clients, Bankers and/or other integrated team members
* Analyze client balance sheets and cash flow to formulate a mortgage solution that meets the...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:14
-
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: Buffalo, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:14
-
Transform the travel experience as a Luxury Travel Advisor at Chase Travel, where your commitment to personalized service and industry expertise will make a lasting impact.
Be part of a diverse, collaborative team focused on growth and opportunity, and deliver the highest standards of excellence to our valued clients.
As a Reserve Travel Designer within Chase Travel, you will have the opportunity to leverage your expertise in luxury travel to deliver exceptional customer service.
You will collaborate with customers to understand their needs and preferences, advising on destinations, transportation, travel dates, accommodations, and more.
Your role will involve creating seamless end-to-end itineraries and ensuring a high-touch experience for our discerning clients.
Join us in a dynamic and collaborative environment where your passion for travel and commitment to service excellence will promote success and career growth.
You will deliver exceptional customer service, drive key customer experience metrics, meet and/or exceed deadlines and expectations, and maximize opportunities to drive bookings through service.
You will have deep expertise in travel and lifestyle servicing or the luxury/hospitality industry, with a proven track record of providing white-glove service to discerning customers.
Job responsibilities
* Research, design, and book tours, cruises, travel packages, and customized travel programs, creating seamless end-to-end itineraries.
* Collaborate with customers to understand needs and preferences, advising on destinations, transportation, travel dates, accommodations, costs, and benefits.
* Drive customer experience metrics (NPS/OSAT, booking conversion, service quality) by delivering exceptional service in every interaction.
* Offer comprehensive travel solutions to ensure each travel component is thoughtfully integrated for a seamless experience.
* Utilize Chase Travel tools and platforms to manage reservations, flights, ground transportation, and payment collection efficiently.
* Engage with team members, colleagues, and suppliers to stay current on travel trends and destinations, enhancing confidence in recommendations.
* Coordinate with support groups to deliver a personalized, high-touch customer experience.
* Maintain accurate documentation of all customer interactions and data in required tools.
* Ensure commitments and deadlines are met by following up and following through to meet service level agreements (SLAs).
* Advise customers proactively on travel options, benefits, and costs to maximize satisfaction and value.
* Integrate service excellence into every customer engagement, consistently exceeding expectations.
Required qualifications, capabilities, and skills
* Minimum 2 years of experience as a Travel Advisor, Agent, or Consultant, specializing in luxury travel.
* Deep understanding of the luxury travel market and high-end client expectations.
...
....Read more...
Type: Permanent Location: Heathrow, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:13
-
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: Evergreen, US-CO
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:12
-
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 Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Baldwin, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:12
-
The Chief Data & Analytics Office (CDAO) organization sets the firm's data and AI strategic direction, delivers firmwide data/AI solutions and expertise, and sets standards for responsible and controlled adoption.
Within CDAO, the Firmwide Chief Data Office (CDO) enables stakeholders across the firm to strengthen the firm's data foundation, minimize data and privacy risks, make data self-describing and AI-ready, accelerate data development and AI utilization to maximize commercial outcomes, and grow talent to strengthen the ownership and operating model around data.
As a CDAO Associate - Data Governance Lifecycle Adoption within the Firmwide CDO Data Governance team, you will support the Data Governance Lifecycle (DGLC) Program Lead to drive adoption across the firm.
In this role, you will assist with training development and delivery, adoption planning and tracking, stakeholder guidance, and program communications to enable Data Owners and LOB/CF CDO teams to adopt the DGLC effectively.
Job responsibilities
* Define an adoption & rollout methodology across the Data Governance function to support firmwide projects
* Support the development, scheduling, and delivery of DGLC training (eLearning, office hours, job aids, FAQs) for Data Owners and LOB/CF stakeholders
* Assist with LOB/CF adoption activities, including stakeholder engagement, communication plans, and execution timelines
* Draft guidance and user-facing materials aligned to the DGLC Playbook and Execution Operating Model, maintaining consistency of language and expectations
* Track program adoption and training completion; prepare regular updates and metrics for senior management and the DGLC Program Lead
* Coordinate execution activities, partnering with LOB/CF Chief Data Office teams and develop operational metrics to facilitate oversight
* Identify opportunities for efficiency and consistency in training, communications, and onboarding artifacts across the firm
* Develop effective presentations and project update materials suitable for senior executives
* Participate and collaborate in workstream meetings and ad hoc working sessions including driving agendas, preparing meeting minutes and keeping track of agreed actions
Required qualifications, capabilities, and skills
* 1+ years of relevant experience with training, project management, or stakeholder management responsibilities
* Bachelor's Degree in Business, Communications, Management Information Systems, or other related area
* Experience with writing and editing job aids and training materials
* Excellent communication and interpersonal skills and the ability to work effectively in cross-functional teams
* Ability to manage complexity and multiple workstreams while delivering solutions within a tight timeline
* Proficient with project management tools and Microsoft Office skills, including Microsoft Excel, Word, and PowerPoint
Preferred qualificati...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:11
-
Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Data Scientist Vice President within the Compliance, Conduct Operational Risk (CCOR) Data Analytics team, you will be responsible for devising and developing Proofs of Concept (POCs) and deployable models using AI/Gen AI/ ML techniques, algorithms and other statistical and numerical methods.
You will need to be able to extract and work with large volumes of data (both structured and unstructured) from multiple sources, transforming it into an analysis-ready format to develop the data pipeline.
Additionally, you are expected to independently formulate methodologies, and quantitative and analytical tasks, from business problems.
Job Responsibilities
* Analyze complex/unstructured data to understand the business problem and use case
* Analyze business requirements, design, and develop appropriate methodology
* Develop deployable, scalable and effective models/ analytical methods as part of technology managed system or as a self-served application of a business user
* Work collaboratively and creatively with other data scientists, technology partners, risk professionals, model validation teams, etc.
* Prepare technical documentation of quantitative models for internal model risk and governance review
Required qualifications, capabilities, and skills
* 6+ years of related experience in Python, R or Scala with Bachelor of Science degree in Computer Science, Physical Sciences, Econometrics, Statistics, or other any quantitative discipline.
* Demonstrable theoretical and application knowledge of AL/ ML, Gen AI and Statistical Models
* Demonstrable hands-on experience with Transformer or other deep learning architectures in real applications
* Demonstrable hands-on experience with using or fine tuning multimodal LLM in real business applications with scale and performance
* Demonstrable hands-on experience and familiarity with any or all of the following packages, algorithms, and/or alternatives, including Graph Learning Packages : (NetworkX, Torch-Geometric, Graphframes, Graphistry),ML Packages (Pandas, Scikit-Learn, XGBoost, catboost, lightgbm, automl, Optuna, Hyperopt), Visualization Packages (Matplotlib, Seaborn, Geopandas), Algorithm (Ensemble Louvian / Hierarchical Clustering, Label Propagation, Connected Component Analysis, Graph Neural net (Graph Attention Network), Page Rank, Centrality Analysis, Tree based Analysis, Outlier Detection Methods, Zero Shot/ Few Shot learning)
* Demon...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:11
-
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: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:10
-
About the Role
We are seeking a Senior Associate Product Manager to help define and deliver the future digital experience for sophisticated estate planning and advice delivery in our Global Private Bank.
You will be accountable for understanding the needs of estate planners, advisors, and ultra/high-net-worth clients, translating those needs into intuitive digital experiences and workflows that improve planning outcomes, advisor productivity, and client confidence.
This is a hands-on product role that combines customer research, journey design, regulatory-aware execution, and strong cross-functional leadership.
What You'll Do
* Define product vision and outcomes for next-generation estate planning and advice experiences across planner, advisor, and client journeys, aligned to business KPIs and risk standards.
* Own and prioritize a data-driven roadmap that balances near-term value with long-term platform capabilities (e.g., scenario modeling, entity visualization, document workflows, fiduciary coordination).
* Lead discovery: conduct deep user research with estate planners and advisors; synthesize insights from client feedback, field visits, and analytics to identify pain points and opportunities.
* Translate requirements into clear epics, user stories, and acceptance criteria; partner with design and engineering to deliver usable, compliant solutions.
* Champion end-to-end experience quality: design and validate journey flows, content, and interactions for complex planning constructs (trust structures, gifting strategies, multi-jurisdictional considerations).
* Collaborate with Legal/Compliance, Risk, and Control partners to ensure regulatory alignment and appropriate advice guardrails in digital workflows.
* Partner with Data/Analytics to measure adoption, efficiency, and client impact; define success metrics and run experiments to improve outcomes.
* Drive change management: craft training, guidance, and communications for planners and advisors; collect qualitative/quantitative feedback to iterate quickly.
* Coordinate with adjacent product teams (e.g., client portals, onboarding, CRM, document management, e-signature, reporting) to ensure cohesive experiences and platform reuse.
* Serve as the voice of the planner/advisor/client in backlog grooming, sprint ceremonies, and release planning; ensure delivery quality and readiness for scale.
Key Qualifications
* 5-7+ years of experience in product management, digital strategy, or experience design in wealth management, private banking, or related domains; estate planning exposure strongly preferred.
* Proven track record delivering complex, regulated digital products end-to-end (discovery through launch and iteration), ideally involving advisor-facing tools and client experiences.
* Familiarity with advanced estate planning concepts (e.g., trusts, GRATs, CLTs, family partnerships, philanthropic vehicles) and how advisors and p...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:09
-
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: Orem, US-UT
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:09
-
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 70 - 90 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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:08
-
Join a front-door team shaping the future of algorithmic equities trading.
From low-latency connectivity to data-driven execution, you'll help deliver a best-in-class platform for institutional, hedge fund, and systematic clients-turning insights into measurable performance and revenue impact.
Job summary
As a member of the Electronic Client Solutions team-the client-facing organization for our automated Cash Equities capabilities-you will build, manage, and deliver industry-leading solutions across algorithmic execution, automated liquidation, analytics, and low-latency trading.
Partnering closely with Sales, Prime Brokerage, Product, and Trading, you will own client engagement, define and track KPIs, and drive cross-functional initiatives that increase electronic adoption, volume, and client satisfaction.
Job responsibilities
* Manage target lists and pipelines across Prime Brokerage, Sales, and Equities Trading; track progress against revenue and growth goals.
* Maintain proactive, regular dialogue with client trading and decision-making stakeholders to deepen relationships and identify opportunities.
* Define, measure, and report client KPIs (e.g., benchmark execution quality, latency objectives, liquidity capture) to drive continuous improvement.
* Partner with Sales and Product to maximize electronic volumes and deliver high-availability, low-latency trading products and connectivity.
* Initiate and sponsor end-to-end client solutions, collaborating with Product, Sales, Technology, and Legal from scoping through delivery.
* Contribute as an integral member of the electronic coverage team to ensure a consistent, positive client experience.
* Monitor client execution performance and escalate or remediate issues to safeguard outcomes and satisfaction.
Required qualifications, capabilities, and skills
* Exceptional communication skills and enthusiasm for owning new, cross-functional projects.
* Proven ability to partner effectively with internal stakeholders (Sales, Trading, Technology, Legal, Compliance) and external parties (clients, vendors).
* Strong understanding and/or experience with Equities automated execution products.
* Knowledge of US equity liquidity and market structure, including exchanges, ATS/alternative venues, algorithmic trading, and direct market access.
* Bachelor's degree (4-year college degree).
* Data-driven mindset with experience tracking metrics and presenting insights to stakeholders.
* Organized, detail-oriented, and comfortable in a fast-paced, outcome-focused environment.
Preferred qualifications, capabilities, and skills
* Prior technical experience with data and analytics reporting tools and platforms.
* Working knowledge of synthetic prime brokerage and swap trading solutions.
* FINRA Series 7, 63, 55 (or ability to obtain).
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:08
-
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.
* Reading and speaking in both English and Spanish fluently is required for this role
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to inf...
....Read more...
Type: Permanent Location: Independence, US-MO
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:07
-
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: Lenexa, US-KS
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:06
-
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...
....Read more...
Type: Permanent Location: Bullhead City, US-AZ
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:06
-
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: Thousand Oaks, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:05
-
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: Redding, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:04
-
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: Belton, US-MO
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:04
-
Help shape the future of payments at JPMorganChase .
Your effort and ideas will drive real change for millions of customers in client banking, automated technology and more.
And working here means you have the ambition to shape the future.
Where people inspire excellence, leaders invest in your growth, tools and technology amplify your skills, and our scale multiplies your impact.
This is what happens when you join JPMorganChase, where ambition meets possibility.
As a Product Delivery Manager in the Chase Cobrand Card Rewards team, you will lead high-visibility and cross-functional programs that shape the future of our rewards products.
You will collaborate with diverse teams and partners to deliver innovative solutions, ensuring seamless execution and alignment with strategic goals.
Your role is pivotal in driving success across all regions, fostering strong relationships, and enhancing our program management strategy.
Together, we will create exceptional experiences for our customers and redefine the rewards landscape.
Job Responsibilities
* Develop and manage integrated product delivery plans of your assigned area, working effectively at all levels and providing progress communications to stakeholders on a regular basis.
Partners with Product Owners (POs), Area Product Owners (APOs), Agility Leads, and Designers to confirm impacts and scope across teams.
* Manage product roadmap to align to the product budget and ensuring team availability across teams.
Maintains a deep knowledge of area product vision, strategy, roadmap, technical and operational
* Focus on risk and controls and manage dependencies, including inside and outside of product area
* Monitors Jira hygiene and enforces Jira standards and support the Agility Lead in driving continuous improvement across the team in order to drive efficiencies and improve the overall effectiveness of agile
* Tracking of IT and non-IT work, release Management and communication, and Proactive identification & management of issues.
Managing and tracking all high priority commitments, deadlines and cross team dependencies
* Establish best practices, innovate approaches to Program Management, building a continuous improvement model
Required qualifications, capabilities and skills
* 10+ years of experience in IT Project Management or Product Delivery Management across multiple technologies and functions.
Ability to manage and thrive in a fast-paced environment
* Proven ability to manage multiple efforts, managing resources and addressing issues in a timely manner ensuring least impact on timelines and overall risk; organized, structured work style.
Proven ability to manage a team through ambiguity typical of a large-scale business initiative and define path forward.
* Excellent verbal & written communication skills; must be able to communicate progress and issues to the team and stakeholders regularly, thoroughly, and clearly throughout the process, up and...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:03
-
Join a collaborative Control Management team where you'll coordinate complex audits, partner with stakeholders across the business, and help ensure our operations are always exam-ready.
You'll use your communication, organization, and analytical skills to streamline reviews and strengthen our risk management practices.
As an Exam Manager, Senior Associate in Wholesale Lending Services (WLS) Control Management, you coordinate first line of defense control reviews, internal and external audits, and second line of defense analyses and challenges.
You will serve as the liaison across WLS Operations, audit partners, control managers, and other stakeholders to ensure requests are tracked, fulfilled accurately and on time, and escalated when needed.
You help the team maintain a strong risk and control environment by driving planning and exam readiness, documentation quality, and clear, timely reporting.
You will also support other Control Management initiatives that enhance operational resilience.
Job Responsibilities
* Liaise with Operations Managers, stakeholders, auditors, control management, second line of defense, and regulators to drive clear, timely exam outcomes
* Maintain an end-to-end audit calendar and provide status updates in stakeholder forums
* Manage audit readiness to confirm controls and documentation are in place before exam start
* Track exams and requests to ensure accurate, timely submission and escalate issues with urgency
* Coordinate and schedule meetings to address audit inquiries and follow-ups
* Partner with business and control teams to gather, review, and submit required documentation
* Review request packages to ensure materials fully address audit scope and requirements
* Submit approved documentation on time and update trackers and reporting accordingly
* Support reporting on exam progress, themes, and issues across planning, tracking, documentation, and results
* Contribute to control management projects that improve exam processes and operational risk management
* Help promote a culture of accountability, exam readiness, and continuous improvement across WLS Operations
Required Qualifications, Capabilities, and Skills
* Bachelor's degree or equivalent experience
* Experience in the financial services industry with background in controls, audit, quality assurance, operational risk management, or compliance; or relevant subject-matter expertise in a business operations function
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Visio); working knowledge of data analysis in Excel and/or Access
* Excellent written and verbal communication skills with the ability to influence stakeholders
* Strong organization skills with disciplined documentation practices and attention to detail
* Ability to work autonomously in a fast-paced environment, manage competing priorities, and drive outcomes
* Solid critical thinking an...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:03
-
Job Responsibilities
* Conduct product discovery and research using data, employee feedback, and market insights to identify and prioritize high-impact opportunities.
* Benchmark and ideate new concepts, drawing inspiration from the hospitality, workplace, and service design industries to inform innovation and continuous improvement.
* Tell the story - build clear, compelling narratives through presentations and visuals that align cross-functional partners and senior leaders around product priorities and outcomes.
* Shape the product roadmap for one or more amenity service lines, helping define the strategy, goals, and outcomes that enhance the employee and guest experience.
* Collaborate with design, technology, and operations to translate needs and insights into clear product requirements, pilots, and launches that improve service quality and consistency.
* Support product delivery and rollout, ensuring new tools, services, and experiences are implemented effectively across diverse regions and operations team.
* Define and track success metrics to measure product adoption, satisfaction, and operational impact; use analytics and user feedback to guide iteration.
* Champion a product mindset within Amenity Services - promoting structured problem solving, iterative improvement, and cross-functional collaboration.
Required Qualifications, Capabilities, and Skills
* 5-7 years of experience in product management, service design, management consulting, or experience strategy, ideally across both physical and digital environments.
* Proven ability to define and deliver product roadmaps that translate user needs and operational insights into tangible outcomes.
* Strong storytelling and presentation skills - able to build strategic narratives, structure information visually, and communicate ideas with clarity and influence.
* Familiarity with product life cycle management, including discovery, delivery, and adoption.
* Demonstrated experience collaborating with cross-functional teams - operations, design, technology, and analytics - to deliver complex initiatives.
* Familiarity with JIRA, Confluence, and analytics tools for product tracking and collaboration.
* Working knowledge of user research, UX design, and data analytics to inform decisions and measure product performance.
* Excellent relationship management skills and the ability to influence without direct authority in a matrixed, global organization.
Preferred Qualifications, Capabilities, and Skills
* Experience in productizing services or bringing operational programs into a structured product model.
* Background in hospitality, workplace experience, or amenity management with an understanding of how physical services intersect with digital tools.
* Demonstrated ability to distill complex information into executive-ready visuals, reports, or presentations.
* Strategic and creative thinker wi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:02
-
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...
....Read more...
Type: Permanent Location: Springfield, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:01
-
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 Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Springfield, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-18 08:07:01