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The J.P.
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform.
The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As the Sales Strategy and Support Manager, Vice President with in the New Build Field Readiness Team, is responsible for assisting field management with implementing key behaviors/activities that focus on the consumer bank's top priorities to improve overall Growth and Customer Obsession.
You will partner closely with Regional and Market field leadership, One Chase Partners and other functional groups that support Growth and Customer Obsession.
You must have the ability to work independently, influence leadership, and prioritize workload with attention to detail while meeting deadlines.
Job Responsibilities
* Act as the subject matter expert in Growth and Customer Obsession supporting Market Directors
* Support Market Directors in the field and virtually with pre-open and post-open locations
* Support Divisional, Regional, and Market level sales behavior workshops (in person and virtual)
* Provide clarity on tactics and desired outcomes, and share updates on progress
* Recommend solution options on how to deliver on strategic opportunities and what is needed for our branch banking employees and One Chase partners, in branch and remote
* Partner across functions including Client Central, Marketing, One Chase, and understand how they operate and are motivated
Required Qualifications, Capabilities and Skills
* Strategic ability to connect business results to behaviors
* Influence without authority leadership approach
* Proven experience coaching sales behaviors
* Passionate, authentic, bold and a team player that builds strong relationships with clients, peers, partners and contacts
* Expert knowledge navigating Chase product and sales systems
* Executive presence with strong presentation skills in small and large group settings
* Strong communication both verbal and written with ability to create executive-level summaries
* Comfortable with ambiguity and change in a fast-paced environment
* Self-motivated individual with proven track record of delivering results, flexibility, adaptability and reliability with minimal supervision
* Minimum of five (5) years of branch management experience or equivalent
* Ability to travel up to 75% is expected for this role
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also hel...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:55
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
* Bilingual fluency: English and Polish
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 AFFIL...
....Read more...
Type: Permanent Location: Wallington, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:54
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* 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
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:53
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
* Bilingual fluency: Spanish and English
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 AFFI...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:52
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Marco Island, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:50
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Flagstaff, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:49
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Darien, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:47
-
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: Katy, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:46
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J.
P.
Morgan Wealth Management empowers investors to achieve long-term financial goals through a blend of digital and personalized service.
Our team collaborates across Chase Wealth Management, J.P.
Morgan Securities, and J.P.
Morgan Self-Directed Investing, supporting clients with ~$400 billion in assets and ~4,000 advisors nationwide.
As the Vice President, Affluent Operations Manager within J.
P.
Morgan Wealth Management, you will oversee a team of investment Client Service Professionals dedicated to providing exceptional service to high-net-worth clients.
Your leadership will focus on coaching and motivating your team to deliver a best-in-class experience, emphasizing a culture of hospitality and client obsession.
These professionals interact with our most affluent clients through both telephone and digital collaboration tools.
Success in this role requires adaptability, a commitment to excellence, and the ability to foster high performance.
Building strong partnerships within the business and collaborating effectively in a matrix organization are essential for achieving outstanding results.
Job Responsibilities:
* Partner closely and collaborate with respective client-facing teams and internal business groups to guide and deliver on the Affluent Service Model.
* Lead a passion for our Client First culture, ensuring a flawless best-in-class client experience and helping to shape the strategic vision for the team.
* Ensure talent and performance strategies are in place to coach, develop, and promote investment client professionals, including performing call monitoring reviews to ensure quality interactions.
* Lead integration with One Chase partners, including but not limited to Banking, Lending, and digital.
* Promote the firm's commitment to diversity and inclusion.
* Create a culture of risk and control that acts with appropriate understanding and urgency, with ultimate responsibility to safeguard our customers and our business.
* Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit, and execute with a sense of urgency.
* Develop and conduct training when gaps in team and individual needs are identified.
* Translate knowledge of financial markets and economic trends in the execution of growth strategy.
* Guide success through coaching and developing the investment client professionals' ability to successfully deepen client relationships through proactive outreach and business partner referrals.
* Meeting collective team performance in alignment with business objectives and/or site expectations.
Required qualifications, capabilities, and skills
* Partner across the firm to influence and define the strategic vision of the team, collaborating with various product teams.
* Proven track record of developing and coaching high-performing teams, and recruiting talent by building a personal network of contacts.
* High degree of investm...
....Read more...
Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:45
-
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: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:44
-
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: Bee Cave, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:43
-
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: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:42
-
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: Plymouth, US-MN
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:41
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Elevate your career by steering multi-faceted tech programs, integrating innovative solutions for a dynamic impact across global operations.
As a Principal Technical Program Manager in Card Technology, you will lead complex, multi-functional technology projects and programs that will impact experiences for multiple groups across the firm, including clients, employees, and stakeholders.
Your advanced analytical reasoning and adaptability skills will enable you to break down business, technical, and operational objectives into manageable tasks, while navigating through ambiguity and driving change.
With demonstrated technical fluency, you will effectively manage resources, budgets, and cross-functional teams to deliver innovative solutions that align with the firm's strategic goals.
Your exceptional communication and influencing abilities will foster productive relationships with stakeholders, ensuring alignment and effective risk management.
In this pivotal role, you will contribute to the development of new policies and processes, shaping the future of our technology landscape.
Job responsibilities
* Develop and implement strategic technical program plans, aligning with organizational goals and cross-functional collaboration
* Oversee complex technology project and program execution, managing resources, budgets, and timelines while mitigating risks and addressing roadblocks
* Foster strong relationships with stakeholders, clients, and cross-functional teams, providing direction and defining decision-making procedures for beneficial outcomes
* Guide the selection and implementation of appropriate technologies, platforms and software tools leveraging advanced technical fluency
* Champion continuous improvement by identifying process optimization opportunities, incorporating best practices, and staying abreast of emerging technologies
Required qualifications, capabilities, and skills
* 7+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in large organizations
* Demonstrated proficiency in technical solutions, vendor product knowledge, managing vendor relations, and implementing solutions
* Advanced analytical reasoning skills, applying critical thinking and problem-solving techniques to break down business, technical, and operational objectives
* Proven ability in leading through change, managing dependencies, and controlling change in high-pressure, shifting environments
* Advanced expertise in stakeholder management, establishing productive relationships, and driving beneficial outcomes aligned with firm objectives
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also h...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:40
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:39
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Elevate your career in the dynamic Trade & Working Capital Business within the Americas Trade Distribution team.
As an Executive Director within the Americas Trade Distribution team as part of the Trade & Working Capital Portfolio Management team, you will oversee North America distribution activities and support the broader team in delivering value-added solutions to our clients.
Acting as a primary liaison between JPMorgan and banks and other institutions involved in Trade Finance transactions, your focus will be on Structured Trade & Working Capital products.
You will provide guidance to Trade Sales, the Structuring team, and other internal stakeholders on pricing and distribution strategy.
This role offers the opportunity to cultivate and maintain relationships in the secondary markets, actively participating in structuring transactions to meet local financial and regulatory requirements.
In this pivotal role, you will support the Trade team by creating and enhancing distribution channels to deliver innovative solutions to our clients.
As a key liaison between JPMorgan and various institutions, your focus will be on Structured Trade & Working Capital products, guiding Trade Sales and Structuring teams.
This role offers unparalleled opportunities to build and nurture relationships across the banking, and institutional investor markets, actively participating in structuring transactions and creating distribution channels to meet financial and regulatory requirements.
Job Responsibilities:
* Manage day-to-day distribution of our North America Corporate and Financial Institution book
* Cultivate and expand relationships with secondary market investors in North America, focusing on Structured Trade & Working Capital products (Supply Chain Finance, Receivable Finance, Sales Finance, Contract Monetization, and Inventory Finance)
* Provide strategic feedback on distribution capabilities to Trade Sales and other deal team members
* Collaborate with Trade Sales and Structuring team members to ensure transactions are structured to meet local financial and regulatory conditions and satisfy secondary market requirements
* Oversee secondary market standard documentation and other trade-related documents, including assignment agreements, participation agreements and syndicated loan agreements
* Maintain relationships with business stakeholders (including Sales, Product, Transactors, Portfolio), functional partners (including Legal and Risk), and other lines of business (mainly Markets) to manage exposures, expand existing distribution capabilities, and develop alternative investor channels
Required Qualifications, Capabilities, and Skills:
* 8+ years of experience in a financial institution market with a focus on execution and placement of transactions, emphasizing corporate risk-related transactions and Structured Trade & Working Capital products
* Extensive knowledge in Structured Trade & Working Capital prod...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:38
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Join our team to protect the firm's employees and assets throughout North America.
The Alarm Monitoring Center (AMC) protects the firm's employees and assets throughout North America.
Join the team responsible for monitoring, researching, reviewing, and analyzing alarms and video, to ensure compliance with standard operating procedures in a timely manner.
Our team acts as the communication and situational awareness hub for the firm, operating 24x7x365.
As an Alarm Monitoring Specialist within the Global Security team, you will interact with employees at retail branches and corporate locations acting as the primary intake for security related incidents.
These cases are disseminated to other security professionals for further guidance.
Available schedules to include weekends and/or evenings.
Job Responsibilities:
* Respond in a timely manner to alarm signals to ensure the protection of lives and property
* Appropriately dispatch law enforcement, guards or service vendors when needed
* Accurately manage inbound calls and conduct initial triage and troubleshooting efforts as needed, either rectifying the issue or routing it to the appropriate resource
* Ensure all incidents are effectively escalated and managed at each location, including escalating sensitive or high-impact incidents to senior managers, and notifying relevant Security and Threat teams regarding incidents
* Place alarm systems on test when required
* Create service jobs correctly when necessary
* Ensure any false or problem incidents are reported to the necessary department for corrective action and resolution
* Ensure all SOPs are followed correctly
* Ensure critical alarm testing is carried out as scheduled and take ownership for any faults identified so they can be managed through to completion
* Have a positive involvement in out of hours staffing problems by being flexible to work overnights, weekends, holidays, and during crises as needed, contactable via email, text and telephone
* Accurately compose incident communications to inform security, operations, resiliency, and facility responders; deliver information in verbal or written updates via internal communication platforms
Required qualifications, capabilities, and skills:
* The ability to communicate clearly both orally and in written form across all staffing levels within the firm.
* Excellent problem-solving and troubleshooting skills.
* Ability to work independently and as part of a team.
* Familiarity with access control, video, and intrusion software and hardware.
* Strong understanding of security principles and methodologies.
* The aptitude to learn and the willingness to progress.
* A high standard of integrity and reliability.
* The ability to multi-task, to work under pressure and to think through a problem before making a decision.
* The ability to build and maintain effective working relationships with tea...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:37
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
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Type: Permanent Location: Murray, US-UT
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:35
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Liquidity & Account Solutions (\"L&AS\"), you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
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
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discover
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
* Serve as a subject matter expert for deposit products, ensuring timely updates to pricing in response to Central Bank actions and market events
* Utilize data analytics to identify portfolio trends and develop actionable insights
* Collaborate effectively across teams to implement proactive strategies that remediate and optimize deposit portfolio pricing
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Demonstrated ability to develop and apply data analytics and data literacy skills to support business development
* Proven ability in executing complex, large-scale analytical processes with precision and efficiency
* Strong competencies in communication, problem-solving, analytics, organization, administration, and project mana...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:34
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Join JPMorgan Chase's Consumer & Community Bank Finance Integration team! The Firmwide Financial Controllers organization ensures the accuracy, integrity, and timeliness of the Firm's books and records, while providing essential reporting to both internal and external clients.
Within this group, the Finance Integration Team manages the end-to-end change management agenda to prepare Controllers for new products and systems.
Team activities include conducting impact assessments, defining business and technology requirements, creating testing strategies, supporting end-to-end testing, and documenting changes to establish new operating models.
Due to the complexity of these initiatives, the team collaborates closely with stakeholders across the organization, including Controllers, Product, and Technology partners.
As a Financial Control Program Manager - Senior Associate within our Consumer & Community Bank Finance Integration team, you will provide project management support for one or more Consumer & Community Bank Initiatives that are expected to span multiple years.
The initiatives involve extensive finance integration to support new consumer products or new banking systems.
Job responsibilities:
* Provide support to Lead Project Manager and project stakeholders in defining and executing project deliverables, including business requirements, testing, operating model assessments, and post implementation evaluation
* Support tracking and remediation of project risks and issues, escalating issues and roadblocks to managers and stakeholders as needed
* Manage and partner with business/Finance on test strategies, test cases/scripts and raise and drive resolution of defects
* Define and manage implementation events, monitor the project outcomes post go-live, and remediate resulting issues
* Provide project updates on various forums, tailoring messages based on seniority of audience
Required qualifications, capabilities, and skills:
* Bachelor's degree
* 4 years in accounting within financial services; experience with project lifecycle and financial product integration
* Strong analytical skills with ability to draw conclusions from complex data, define solutions with a control mindset, and effectively communicate them to project stakeholders
* Strong team-orientation, partnership, and leadership skills; experience working with and influencing key stakeholders in driving strategic decisions and preparing succinct presentations
* Highly disciplined, self-motivated, delivery-focused individual who can work in a high pressure & fast-paced environment
* Ability to quickly learn and assimilate accounting, business, and technical knowledge
* Strong written and verbal communication skills, with ability to tailor messaging to various audiences
* Proficiency in MS Excel, MS PowerPoint, and MS Teams
Preferred qualifications, capabilities, and skills:
* Finance or Accounting degree prefer...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:32
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Savannah, US-GA
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:31
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
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* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:30
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Quantitative Research (QR) is an expert quantitative modelling group in J.P.
Morgan, as well as a leader in financial engineering, data analytics, statistical modelling and portfolio management.
As a global team, QR partners with traders, marketers and risk managers across all products and regions.
Job summary:
As a Vice President in the Quantitative Research (QR) team, you will deliver on data-driven solutions and complex challenges related to the management and reporting of liquidity, funding, and capital.
You will lead the team in designing and implementing advanced models to assess risk, as well as developing tools to predict and explain P&L.
You will work closely with the Markets Treasury team as well as our technology partners.
This position offers exposure to large-scale data analytics, the application of AI, automation of reporting processes, and the creation of actionable insights for senior management and cross-functional teams.
You will collaborate with stakeholders across markets and technology to drive innovative solutions.
This role provides a unique opportunity to enhance treasury management practices and support strategic objectives in a fast-paced, evolving market environment.
Job Responsibilities:
* Architect and oversee the design of advanced frameworks for complex data analytics ensuring scalability, security, and maintainability.
* Lead sophisticated data analysis initiatives, deriving insights from large and diverse financial datasets to inform strategic decision-making and drive business outcomes.
* Design, implement, and manage end-to-end analytics solutions and user tools, setting standards for best practices and maximizing value delivered to stakeholders
* Engage with leadership and business teams to proactively identify opportunities for optimizing financial resource allocation and quantify the impact of proposed initiatives.
* Establish and nurture partnerships with technology teams to drive the development and scaling of innovative analytical frameworks and optimization strategies, influencing the firm's technology roadmap.
* Lead the automation strategy by identifying and transforming complex manual processes into efficient, scalable digital platforms, fostering a culture of continuous improvement.
* Build and maintain strong relationships with global Quantitative Research (QR) teams, driving global collaboration.
Required qualifications, capabilities, and skills:
* 3+ years of experience within a quantitative role in finance
* Hold an advanced degree (Master's or PhD) or equivalent in a quantitative discipline such as Mathematics, Computer Science, Physics, or Engineering
* Demonstrate expert-level programming skills, particularly in Python, with experience leading development of large-scale, production-grade systems and mentoring others in best coding practices.
* Exhibit exceptional quantitative and analytical problem-solving abilities
* Markets e...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:29
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Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences.
Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Product Delivery Manager in Cloud Foundational Services (CFS), 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
* Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
* Participates in defining the product component roadmap and backlog
* Liaises with customers and internal stakeholders to refine requirements, understand priorities and provide feedback on delivery timelines
* Participates in the quarterly planning process with engineering teams
* Refines features requests in collaboration with engineering and collaborates
* Leads data driven innovation to optimize end to end delivery lifecycle
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product delivery or a relevant domain area
* 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
* Possess excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at various levels within the organization, effectively guiding group discussions and decision-making processes within the domain context
* Experience with Public Cloud Providers & capabilities at an Enterprise Scale - Google Cloud Platform (GCP), AWS experience required
* Domain knowledge or previous experience within Infrastructure or Technology Platforms
Preferred qualifications, capabilities, and skills
* Proficient knowledge of the product development life cycle, design, and data analytics
* Previous team management experience
* Working knowledge of Agile methodologies and tools such as Jira, Confluence
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,...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:28
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Join JPMorganChase as a Client Onboarding Vice President and lead the charge in delivering exceptional treasury product implementations for our global clients.
Leverage your project management expertise to create seamless onboarding experiences, build strong relationships, and drive innovation within a diverse and dynamic team.
Elevate your career with endless growth opportunities and make a meaningful impact in the world of finance.
As a Client Onboarding Vice President within JPMorganChase, you will be a key player in the onboarding process, ensuring our clients are well-versed in our Treasury Product platforms.
Your role is pivotal in leading and managing the implementation of treasury products for both new and existing clients transitioning to the Chase banking platform.
You will leverage your advanced understanding of risk management, strategic planning, and critical thinking to navigate complex issues and make impactful decisions that shape our operations and financial management.
Your proficiency in data and tech literacy will be crucial in interpreting models and communicating data requirements, while your advanced emotional intelligence and stakeholder management skills will enable you to build productive relationships and drive mutually beneficial outcomes.
As a leader, you will inspire your team, fostering an inclusive environment that encourages innovation and continuous improvement.
Job responsibilities
* Lead the implementation of treasury products for clients transitioning to the Chase banking platform, ensuring a smooth and efficient onboarding experience.
* Utilize advanced risk management skills to identify potential risks and implement mitigation strategies, ensuring compliance with regulatory obligations during onboarding.
* Leverage strategic planning skills to define the direction of the onboarding process, making key decisions on resource allocation to achieve objectives.
* Apply critical thinking to analyze complex issues during onboarding, making informed decisions that align with the firm's operational and financial goals.
* Employ advanced emotional intelligence and stakeholder management skills to build productive relationships with clients, cross-functional teams, and stakeholders, driving mutually beneficial outcomes.
* Develop and execute strategic plans for the onboarding program, aligning with the firm's objectives and leveraging data and technology to drive impact, while managing conflicts and conflicts of interest effectively.
Required qualifications, capabilities, and skills
* Demonstrated expertise in implementing treasury products or similar financial services, with skills equivalent to at least 7 years of experience.
* Proven track record in risk management, including identifying potential risks and implementing mitigation strategies in a financial setting.
* Demonstrated ability in strategic planning, including defining organizational direction and making...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-24 09:56:27