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About the Global Mortgage Solutions Business
The 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 global mortgage product team and 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.
US Mortgage Product
The Head of US Mortgage Product is responsible for comprehensive product management, including strategic planning, creation, design, launch, and lifecycle management of all US mortgage and HELOC products and features offered in the US Private Bank.
This role also oversees the end-to-end platforms/products, from client-facing applications to point-of-sale (POS) and loan origination (LOS) products, that enable the mortgage offering.
Reporting to the Global Head of Mortgage Solutions, the Head of Mortgage Product is expected to possess a deep understanding of the mortgage business, its processes, and regulatory complexities.
Collaboration with the Head of EMEA Mortgage Solutions is essential to align product strategy.
The product team aims to drive mortgage and HELOC growth by innovating, modernizing, and creating efficiencies using AI, automation, and traditional development solutions to scale the origination experience while preserving personalized advice.
The team partners closely with Mortgage Specialists (LO's), Mortgage Operations teams, and Global Private Bank (sales) functions, as well as Technology, Legal, Risk, Compliance, and Marketing, to design and deliver solutions that enhance client experience and achieve business objectives.
Role Overview
The ideal candidate will be both innovative and demonstrate strong implementation skills, leading a team of approximately 25 product members while working closely with key stakeholders.
This will be achieved through a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to reimagine processes, products, and the mortgage industry.
Strong communication skills are essential to secure buy-in for the global product roadmap.
The Head of Mortgage Product will work closely with the Global Head of Mortgage Solutions, EMEA Head of Mortgage Solutions, regional U.S.
Mortgage Team Leads, Key Technology Leaders, and US Mortgage Operations.
Job Responsibilities
* Collaborate with the Global Head of Mortgage Solutions and key stakeholders, including US Mortgage Operations, to set and execute the vision of the product strategy for mortgage and HELOC home lending products, emphasizing an AI-native approach, innovation, deep intellectual curiosity, and a desire to drive change.
* Lead the development and enhancement of mortgage financial products/features from ideation to launch,...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:36
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:35
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Queens, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:35
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Queens, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:34
-
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: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:33
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Company
Federal Reserve Bank of Dallas
We are dedicated to serving the public by promoting a strong financial system and a healthy economy for all.
These efforts take a team of dedicated individuals doing many different jobs.
Together we’re creating a workplace where talented people can thrive, and we welcome your unique background and perspective to help present the best possible solutions for our partners.
Location: #LI-Onsite.
If you need assistance or a reasonable accommodation, please notify your Talent Acquisition Consultant.
ABOUT THE DALLAS FED:
At the Dallas Fed we serve the public by partnering with communities and businesses, promoting jobs and stable prices, and keeping your money safe and available.
We welcome different perspectives, ideas, and experiences.
As part of the nation’s central bank, we are committed to improving the economy and our communities.
Are you ready to make a difference?
Learn more about the Dallas Fed: www.dallasfed.org/fed
ABOUT THE INTERNSHIP PROGRAM:
We offer paid, full-time summer internships for many majors, with fulfilling work and opportunities to grow.
To help launch your career, we provide dedicated staff mentors.
You’ll also learn from senior leaders and industry experts.
As part of the Federal Reserve System, you’ll be connected to a professional network that spans the nation.
You will begin in early June 2026 and will be based in the Dallas office.
Learn more about our internship program: www.dallasfed.org/internships
ABOUT YOUR TEAM:
The Research department undertakes research and analysis to add to the frontier of knowledge and to inform monetary policy.
The department produces and publishes relevant, timely and innovative research and prepares briefings to support the Bank President’s participation at FOMC meetings.
WHAT YOU’LL DO:
* Assist economist(s) in one of Research’s groups (macroeconomics, international, regional, energy, or banking and finance) in their academic research and/or policy analysis.
* The specific tasks will do will depend on the project(s) you work on, and will include some or all of:
+ Learning and summarizing recent and relevant research and analysis
+ Locating, obtaining, and compiling statistical data
+ Constructing files and producing charts and other graphics
+ Replicating previous research on a relevant topic
+ Performing statistical and econometric analysis under the direction of economists
+ Learning and solving (on the computer) theoretical models of the macroeconomy, international trade, or banking
+ Contributing ideas and suggestions for project improvement
+ Sharing knowledge and providing advice to research assistants (RAs) and other interns on economic issues and assignments
WHAT YOU BRING:
* Completed your Junior year with coursework in economics, statistics, econometrics, mathematics, and computer science and with a GPA of 3.5...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:32
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Join a global leader in Futures & Options, where your expertise and strategic vision will shape the future of electronic trading and product innovation.
As Executive Director of the Futures Execution Product team, you'll collaborate with senior stakeholders, drive complex initiatives, and lead cross-functional teams to deliver cutting-edge solutions.
This is your opportunity to make a significant impact in a dynamic, fast-paced environment and advance your career in a senior leadership role.
Job Summary
As an Executive Director - Futures Execution Product in the New York team, you will oversee all aspects of the execution product suite, including portal strategy, algorithmic trading, analytics, risk management, market access, and post-trade services.
You will set and execute the strategic vision, partner with Sales, Trading, and senior stakeholders, and lead cross-functional teams to deliver innovative product solutions.
You will represent the product suite to senior management, clients, and external partners, driving adoption and advocating for its value.
Job responsibilities
* Set and execute the strategic vision for the Futures Execution product, ensuring alignment with business objectives and market trends
* Partner with Sales, Trading, and senior stakeholders to define and prioritize commercial opportunities and innovative solutions
* Oversee the development of comprehensive business requirements and ensure robust documentation for all product initiatives
* Lead cross-functional teams-including Technology, Operations, Compliance, and regulatory/control partners-to deliver end-to-end product solutions
* Drive platform strategy, including portal enhancements, algorithmic trading capabilities, analytics, risk management frameworks, market access, and post-trade service improvements
* Represent the product suite to senior management, clients, and external partners, advocating for its value and driving adoption
Required qualifications, capabilities, and skills
* Extensive understanding of global Futures & Options market structure, including major exchanges, regulatory frameworks (MiFID II, CFTC), and clearing processes
* Deep expertise in electronic trading, including leading Futures & Options ISVs, vendor EMS products, client connectivity solutions, FIX Protocol, and algorithmic trading strategies
* Strong background in technology systems and platforms, with experience integrating and implementing Order Management Systems and related infrastructure
* Proven ability to leverage technology and analytics to enhance trading performance, operational efficiency, and risk management
* Strategic problem-solving skills, with the ability to address complex challenges creatively and efficiently
* Exceptional planning, organizational, and verification capabilities
* Outstanding communication skills, with the ability to engage and influence stakeholders across all levels and disciplines
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:30
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We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Healthcare Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Associate in our Mid Cap Investment Banking Healthcare group, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction pro...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:27
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Framingham, US-MA
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:26
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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: Worcester, US-MA
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:25
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Become an integral part of the Wealth Management Digital Marketing team, focusing on public site organic growth, local search, and advisor website strategy across chase.com and jpmorgan.com.
This role is responsible for driving organic growth and discoverability through advanced SEO, GEO/local search optimization, and leveraging AI-powered search (LLM) capabilities.
This role will also support the development and optimization of branch and advisor profile pages and related digital experiences in partnership with Field Marketing teams.
As an Associate within Wealth Management you will collaborate with marketing, product, analytics, design, external vendors, and technical teams to ensure our public web presence is optimized for search, discoverability, and user experience, with a particular focus on local and advisor-specific content.
Responsibilities
* Develop and execute SEO strategies for chase.com and jpmorgan.com, with a focus on GEO and local search optimization and advisor website discoverability.
* Leverage AI-powered search technologies (LLM) to enhance content relevance, user experience, and organic acquisition.
* Monitor and analyze SEO performance metrics, providing actionable insights and recommendations for continuous improvement.
* Conduct regular competitive analysis and utilize AI-driven insights to stay ahead of industry trends and competitor strategies.
* Collaborate with the internal SEO Center of Excellence (COE) to ensure alignment with best practices and emerging search technologies.
* Lead the strategy and ongoing optimization of branch and advisor profile pages and related website experiences, ensuring content is compelling, accurate, and locally discoverable.
* Partner with Field Marketing, design, data & analytics, vendors, and product teams to enhance advisor website content and track performance.
* Manage vendor relationships for content creation, website development, and design services.
* Collaborate with internal stakeholders to gather requirements, feedback, and ensure continuous improvement of advisor pages and local content.
* Analyze and map user journeys to identify friction points and opportunities for improvement, especially in local, cross-line of business (XLOB), and advisor-related search flows.
* Enhance site navigability and the discoverability of products, features, and advisor content to drive acquisition and engagement.
* Collaborate with the Marketing Experimentation Lead to design, execute, and analyze experiments aimed at improving SEO, local search, and advisor website performance.
* Stay informed on digital marketing trends, local search best practices, and AI-powered search advancements.
Required qualifications, capabilities and skills
* Bachelor's degree in Marketing, Business, Analytics, or a related field.
* Experience in SEO strategy, local search optimization, digital content development, or advisor website mana...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:25
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Connected Commerce is Chase's two-sided platform, connecting our engaged base of digitally active customers with relevant merchant brands.
Connected Commerce delivers a compelling end-to-end experience for Chase cardmembers through activities they already do every day, like traveling, shopping and dining.
As an Internal Communications Manager Vice President within Connected Commerce you will report to the Head of Internal Communications for Connected Commerce where you will support executive and editorial communications.
You will play a critical role ensuring that employees receive crucial information in real-time and have a clear understanding of business priorities, and work with communicators across the firm to create engaging and educational stories, programming and content that highlight the work our employees.
You will be a trusted advisor and work with leaders to develop clear, compelling messaging strategies, lead the production and editing of written communications, plan internal events such as town halls, site visits, offsites and conferences, draft and edit senior leader presentations and manage the distribution of internal communications.
Job responsibilities
* Act as a strategic advisor to executives, providing expert guidance on communication approaches and best practices to develop clear, compelling messages that reflect the vision of the organization, enhance leadership presence and strengthen the employee experience.
* Lead the development and execution of comprehensive communication strategies, ensuring alignment with business goals and corporate messaging.
* Contribute to Chase's internal editorial strategy to help amplify the stories from these functions across the business.
* Design and implement channel strategies to maximize message delivery and audience engagement, using channels including Microsoft Teams, Outlook, corporate intranet, video and live events.
* Lead the planning and execution of key employee events including team site visits, roundtables and town halls.
* Measure and analyze the effectiveness of all internal tactics, such as open-rates, event survey results and article clicks, and incorporate best practices and learnings into go-forward plans.
* Manage major communications initiatives, including organization announcements and change management efforts, including internal email distribution.
* Apply our consistent voice across all communications.
* Contribute fresh ideas on reaching employees through modern communications channels and tactics.
* Stay informed about industry trends, regulatory changes and competitive dynamics to inform communication strategies and content.
Required qualifications, capabilities, and skills:
* 7+ years of communications experience in a large-matrixed organization; Bachelor's degree in communications, journalism or public relations
* Strong executive presence and experience working with and counseling senior leader...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:24
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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 Market Director of Wealth in J.P.
Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience.
In this role, you will play a key role in promoting our customer obsessed culture.
We make it easy to bank and invest when, where and how our customers want.
You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.
Job responsibilities
* Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
* Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
* Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
* Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion
* Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
* 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, has entrepreneurial business spirit and executes with a sense of urgency
Required qualifications, capabilities, and skills
* At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
* Ability to travel 50% of the time
* A valid and active FINRA Series 7, 66 (or equivalent) is required
* A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
* Proven ability to recruit, source and attract internal and external Advisor talent by building a...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:23
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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 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...
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Type: Permanent Location: Bonita Springs, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:23
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Orleans, US-MA
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:21
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Tenafly, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:20
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If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you.
As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection.
You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.
Job responsibilities
* Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
* Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
* Manage a portfolio of 50-65 clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
* Manage credit opportunities within assigned portfolio up to $40 million
* Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
* Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities and skills
* Minimum of 8 years' experience in business banking relationship management role or related business lending experience
* Bachelor's degree in Finance or related field, or equivalent work experience
* Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence
* Able to identify innovative solutions to best serve client and/or manage risk
* Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions
* Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards
Preferred qualifications, capabilities, and skills
* Expert knowledge of business, credit underwriting with commercial credit training.
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 pretr...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:19
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If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you.
As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection.
You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.
Job responsibilities
* Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
* Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
* Manage a portfolio of 50-65 clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
* Manage credit opportunities within assigned portfolio up to $40 million
* Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
* Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities and skills
* Minimum of 8 years' experience in business banking relationship management role or related business lending experience
* Bachelor's degree in Finance or related field, or equivalent work experience
* Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence
* Able to identify innovative solutions to best serve client and/or manage risk
* Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions
* Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards
Preferred qualifications, capabilities, and skills
* Expert knowledge of business, credit underwriting with commercial credit training.
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 pretr...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:19
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
Financial Planning and Analytics Services (FPAS) is a key Finance function within the Office of the Chief Finance Office (CFO) that supports each Line of Business CFO and the Firmwide CFO.
We are a data engineering team responsible for financial reporting, forecasting, budgeting, and strategic oversight.
Our Applications, Platforms and Data based and are on a combination of On-Premise (Linux), Private Cloud (Kubernetes) and Public cloud (AWS).
We manage batch jobs running to a Business Day Calendars that Extracts, Transforms and Loads (ETL) data for critical processes within the firm.
As a Technology Support III team member at JPMorgan Chase, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows.
Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
Job Responsibilities:
* Analyze and troubleshoot production application flows to ensure end-to-end application or infrastructure service delivery supporting the business operations of the firm
* Improve operational stability and availability through participation in problem management
* Monitor production environments for anomalies and address issues utilizing standard observability tools
* Assist in the escalation and communication of issues and solutions to the business and technology stakeholders
* Identify trends and assist in the management of incidents, problems, and changes in support of full stack technology systems, applications, or infrastructure
* The role may require on call coverage during weekends
Required qualifications, capabilities, and skills:
* Formal training or certification on software engineering concepts and 3+ years applied experience.
* Possess 3+ years of experience , ideally working with Data/Python applications in Production environment.
* Experience in programming or scripting language (Python).
* Experience working with containers and container orchestration (Kubernetes)
* Experience with automation tool/solution such as Ansible, Autosys, Control-M etc.
* Experience with cloud platform (preferably AWS) in setting up infrastructure using Terraform.
* Exposure to observability and monitoring tools and techniques
* Good communication and collaboration skills, with the ability to work effectively in a fast-paced, dynamic environment.
Preferred qualifications, capabilities, and skills:
* Significant advantage to have experience supporting applications on platforms such as Databricks, Snowflake or AWS EMR (Databricks preferred).
* Significant advantage to have experience with Ab Initio.
* Experience working w...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:17
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DESCRIPTION:
Duties: Act as internal sales leader for the lending product, liaising with leadership and the Florida Private Wealth Management Team to ensure lending is a core part of the JP Morgan offering.
Partner with Bankers on sophisticated credit needs for client penetration and cross selling, and coordinate sales efforts with Investors and Wealth Advisors.
Structure and deliver creative financing solutions or restructuring in response to client liquidity needs, within acceptable credit and risk parameters.
Maintain an ongoing dialogue with existing credit clients and prospects, understand their personal capital structure, and advise the same.
Play a lead role in deal structuring and negotiation with Credit Risk.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Management, Finance, Economics, Business Administration, or related field of study plus 3 years of experience in the job offered or as Lending Specialist, Banker, Commercial and Investment Credit Banker, or related occupation.
The employer will alternatively accept a Bachelor's degree in Management, Finance, Economics, Business Administration, or related field of study plus 5 years of experience in the job offered or as Lending Specialist, Banker, Commercial and Investment Credit Banker, or related occupation.
Skills Required: This position requires three (3) years of experience with the following: Calculating, structuring, and presenting securities-based lending structures and floating and fixed rates; analyzing, structuring, and presenting custom lending structures, collar plus loans, and unsecured loans for life insurance, art, aircraft, yacht, commercial real estate, single stock loan, and restricted stock financing; negotiating loan structures with credit executives; negotiating loan terms with high net-worth clients; negotiating loan documents with clients and lawyers; fundamental credit risk underwriting, including analysis of leverage, debt coverage, asset composition, and cash flow; credit portfolio management, including margin calls and covenant monitoring; conducting analysis of financial statements and risk profiles for high net-worth clients, including their businesses and sources of wealth; applying U.S.
GAAP and international accounting standards to financial statement analysis and risk profiles of private bank clients and credit structures; preparing and presenting lending trainings for private bank advisors and practice groups based on real-world case studies, regulatory compliance, and lending procedures; executing strategic lending initiatives; wealth planning, including trust and estate planning; monitoring equity and fixed income markets and evaluating downstream impacts to client collateral, financial statements, and portfolios; analyzing hedge fund investments, including lockup provisions, gating, redemptions, and their attributes; analyzing private equity investments, including J curve, vintage, contribution, and distribution...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:16
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Become an integral part of the Commercial & Investment Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Administrative Assistant within Commercial Banking, you will manage busy calendars, coordinate travel, and assist with local events and projects for the business.
You may also support various activities such as managing tactical office needs, handling client tickets, ensuring compliance requirements, or overseeing business travel tax.
You will utilize your thought leadership to prioritize tasks, ensure efficient use of executives' time, and collaborate closely with colleagues to provide robust on-site support and backup coverage.
Additionally, you will work with key stakeholders in the business and partner with various teams, such as Office Management, to complete projects.
Job Responsibilities:
* Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc.
* Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc.
* Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed
* Support physical demanding tasks required in providing site support for local office requirements including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times
* Maintain confidential data, enforce internal controls, and comply with policies and procedures
* Support Catalyst or other LOB reporting activity within scope for role and simple reporting for the business such as pulling canned reports and scorecards
* Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed
Required qualifications, capabilities and skills:
* Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment
* Effective travel planning skills and knowledge
* Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented
* Effective interpersonal skills and excellent communication - confident, organized, and clear
* Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies quickly
* Service oriented and able to greet clients, distribute packages, restock pantry items, and other floo...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:15
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Lindale, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:14
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As a Practice Management Consultant within the J.P.
Morgan Wealth Management , you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.
The Practice Management Consultant (PMC) supports advisors and field leadership by providing them with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.
Job Responsibilities:
* Deliver key practice management concepts and tools to financial advisors and field leadership
* Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
* Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
* Operate as subject matter expert on the Practice Management tools, products and capabilities
* Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives
Required qualifications, skills, and capabilities:
* 6+ years broad business and sales experience in the wealth management industry
* Proven leadership experience and ability to effectively partner with others
* Foundational knowledge in a goals-based approach to investing
* Deep investment and product knowledge, and the ability to articulate complex investment ideas
* Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
* Exceptional written skills and strong executive communications experience
* Series 7, Series 66 required
Preferred qualifications, skills, and capabilities:
* CFP preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad 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 help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and ...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:14
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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: Medway, US-MA
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:09
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Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead on the Consumer and Community Banking - Tech Control team, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards with a focus on issue and audit management.
You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards.
By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business.
Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation
* Familiarity with risk management frameworks, audit coordination, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, audit coordination, design, and governance, with a proven record of implementing effective risk mitigation strategies
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives
Preferred qualifications, capabilities, and skills
* CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our c...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-11 07:37:08
