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Home Infusion Registered Nurse - Accredo
Take your nursing skills to the next level by helping to improve lives with Accredo, the specialty pharmacy division of Evernorth Health Services.
We are looking for dedicated registered nurses like you to administer intravenous medications to patients in their homes.
As a Home Infusion Registered Nurse at Accredo, you'll travel to patients' homes to provide critical infusion medications.
However, this job is about more than just administering meds; it's about building relationships with patients and seeing the positive impact of your care.
You'll work independently, making decisions that lead to the best outcomes for your patients.
You'll drive growth in your career by challenging yourself to use your nursing skills, confidence, and positive attitude to handle even the toughest situations, with the support from your team.
For more than 30 years, Accredo by Evernorth® has delivered dedicated, first-class care and services for patients.
We partner closely with prescribers, payers, and specialty manufacturers.
Bring your drive and passion for purpose.
You'll get the opportunity to make a lasting impact on the lives of others.
How you'll make a difference and improve lives:
* Empower Patients:Focus on the overall well-being of your patients.
Work with pharmacists and therapeutic resource centers to ensure that patients' needs are met and to help them achieve their best health.
* Administer Medications:Take full responsibility for administering IV infusion medications in patients' homes.
* Provide follow-up care and manage responses to ensure their well-being.
* Stay Connected:Be the main point of contact for updates on patient status.
Document all interactions, including assessments, treatments, and progress, to keep track of their journey.
Requirements:
* Active RN license in the state where you'll be working and living
* 2+ years of RN experience
* 1+ year of experience in critical care, acute care, or home healthcare
* Strong skills in IV insertion
* Valid driver's license
* Willingness to travel within a designated area
* Ability to work 32 hours per week (weekdays, during the day), with occasional evening or weekend visits as needed
* Flexibility to work different shifts on short notice and be available for on-call visits as needed
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
About Evernorth Health Services
Evernorth Health Services, a division of The Cigna Group, creates pharmacy, care and benefit solutions to improve health and increase vitality.
We relentlessly innovate to make the prediction, prevention and treatment of illness and disease more accessible to millions of people.
Join us in driving growth and improving lives.
Qualified applicants will be ...
....Read more...
Type: Permanent Location: Cedar Rapids, US-IA
Salary / Rate: Not Specified
Posted: 2025-10-20 08:25:14
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*
*Preferred location of Jackson, Mississippi
*
*
Role Summary
Develops and implements sales strategies for targeted key accounts in a plan, a territory, or a specified geographic area.
Very knowledgeable of complete line of products/services and clients' issues and needs.
Primarily focuses on seeking out new clients.
Typically has at least five years of related sales experience.
Responsibilities
* Obtain new accounts through direct or brokerage channels for sales.
* Meet or exceed annual business plan as measured by new firms, revenue, membership and profitability objectives.
* Maintain prescribed weekly activity levels.
* Manage the sales process for Medical, Dental, Pharmacy, Behavioral products.
* Review and respond to RFP's, manage internal strategy and present quotations.
* Manage database of prospects and assigned producers.
Qualifications
* 3+ years sales experience.
* Prior Insurance experience in Underwriting, Operations or Proven sales track record.
* Experience in managed care sales.
* Highly motivated with excellent organizational skills.
* Self-starter with ability to work independently or as a team to achieve goals and objectives.
* Excellent presentation skills, verbal and written communication skills.
* Ability to work strategically with matrix partners to design presale strategies and proposals.
* Ability to obtain necessary licenses.
* Acceptable driving record.
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
About Cigna Healthcare
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life.
We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality.
Join us in driving growth and improving lives.
Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.
If you require reasonable accommodation in completing the online application process, please email: SeeYourself@cigna.com for support.
Do not email SeeYourself@cigna.com for an update on your application or to provide your resume as you will not receive a response.
The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible.
Candidate...
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Type: Permanent Location: Hattiesburg, US-MS
Salary / Rate: Not Specified
Posted: 2025-10-20 08:25:11
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The job profile for this position is Software Engineering Advisor, which is a Band 4 Contributor Career Track Role with Cigna -Evernorth Services Inc.
Responsibilities-
* Design and develop customer and support-facing capabilities.
* Supports other product delivery partners in successful build, test, and release of solutions.
* Support the development of server-side platforms.
* Work through user-centered design practices to gather and incorporate end-user feedback into development.
* Occasional ownership of small projects, and managing some ongoing project communication (status reporting, requirements alignment, etc.).
* Hybrid work schedule
Qualifications-
Requires a Bachelor's Degree in Computer Science, Information Systems, or a closely related field and 3 years of IT experience.
Must have experience with: Developing stored procedures to load data into Oracle objects & vendor extracts; Data warehousing concepts; Creating common and reusable ETL test automation solutions using programming languages such as Python, Unix shell scripting, JAVA, and SQL for multiple projects; Developing and testing ELT mappings using Informatica Versions 9.x.
and 10.x.; Building CI/CD pipelines for test automation; Creating deployment pipelines; Data ingestion; Data quality; Building Enterprise Data Lakes and Data Warehouses for business analytics and decision making; Informatica PowerCenter; Performing end-to-end application development, automation, and testing; Putty; CA Workstation; Jenkins; Oracle; IBM DB2; Managing project tasks and tracking progress using tools like Jira, Rally, HP ALM, Zephy, and GitHub; Troubleshooting issues with the delivery team; Enabling non-functional testing pipelines, including Security Testing and Performance Testing; and, Tracking the status in test management tool HP ALM, QC, Zephyr, Jira, and Rally
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
About The Cigna Group
Doing something meaningful starts with a simple decision, a commitment to changing lives.
At The Cigna Group, we're dedicated to improving the health and vitality of those we serve.
Through our divisions Cigna Healthcare and Evernorth Health Services, we are committed to enhancing the lives of our clients, customers and patients.
Join us in driving growth and improving lives.
Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment...
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Type: Permanent Location: Bloomfield, US-CT
Salary / Rate: Not Specified
Posted: 2025-10-20 08:25:10
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Home Infusion Registered Nurse - Accredo Specialty Pharmacy
Take your nursing skills to the next level by helping to improve lives with Accredo Specialty Pharmacy, a division of Evernorth Health Services.
We are looking for dedicated registered nurses like you to administer intravenous medications to patients in their homes.
As a Home Infusion Registered Nurse at Accredo, you'll travel to patients' homes to provide critical infusion medications.
However, this job is about more than just administering meds; it's about building relationships with patients and seeing the positive impact of your care.
You'll work independently, making decisions that lead to the best outcomes for your patients.
You'll drive growth in your career by challenging yourself to use your nursing skills, confidence, and positive attitude to handle even the toughest situations, with the support from your team.
For more than 30 years, Accredo has delivered dedicated, first-class care and services for patients.
We partner closely with prescribers, payers, and specialty manufacturers.
Bring your drive and passion for purpose.
You'll get the opportunity to make a lasting impact on the lives of others.
How you'll make a difference and improve lives:
* Empower Patients:Focus on the overall well-being of your patients.
Work with pharmacists and therapeutic resource centers to ensure that patients' needs are met and to help them achieve their best health.
* Administer Medications:Take full responsibility for administering IV infusion medications in patients' homes.
* Provide follow-up care and manage responses to ensure their well-being.
* Stay Connected:Be the main point of contact for updates on patient status.
Document all interactions, including assessments, treatments, and progress, to keep track of their journey.
Requirements:
* Active RN license in the state where you'll be working and living
* 2+ years of RN experience
* 1+ year of experience in critical care, acute care, or home healthcare
* Strong skills in IV insertion
* Valid driver's license
* Willingness to travel to patients' homes within a large geographic region
* Ability to do multiple patient visits per week (can include days, evenings, and weekends, per business need)
* Flexibility to work different shifts on short notice and be available for on-call visits as needed
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
About Evernorth Health Services
Evernorth Health Services, a division of The Cigna Group, creates pharmacy, care and benefit solutions to improve health and increase vitality.
We relentlessly innovate to make the prediction, prevention and treatment of illness and disease more accessible to millions of people.
Join us in driving growth and improving lives.
Quali...
....Read more...
Type: Permanent Location: Fort Wayne, US-IN
Salary / Rate: Not Specified
Posted: 2025-10-20 08:25:07
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As a Pharmacy Technician Representative , you will be assisting patients in receiving needed medications to help achieve their dreams of building a family.
You'll be empowered to engage patients, insurance companies, and multiple departments to process orders and ensure timely shipment of medications.
This role is very detail oriented, and you'll spend most of your day working on our computer system.
Training Schedule: 9a - 5:30p EST, Mon - Fri.
Work Schedule: 9a -5:30p EST 3 days per week and 12:30p - 9p EST 2 days per week, Mon - Fri.
What you'll do:
• Support daily workflow in the pharmacy.
• Accurately enter prescriptions into our system.
• Interact with healthcare providers and provide guidance to patients about medication coverage.
• Identify ongoing training and retraining opportunities on team.
• Adhere to SOP/SWI.
• Cross trained in multiple areas while maintaining proficiency and accuracy.
• Juggle multiple tasks without sacrificing attention to detail.
What you need to do the job:
• High School diploma or equivalent required.
• 1+ year(s) relevant experience.
• Valid MA Pharmacy technician license required and PTCB preferred, if not certified willing to take PTCB test in 6 months from hiring date.
• Basic Math skills and Strong experience with MS Office, especially with Excel.
• Excellent communication skills; written and verbal.
• Strong attention to detail, accuracy, and quality.
• Ability to work collaboratively in a dynamic environment to learn quickly, solve problems, and make decisions with minimal supervision.
• Willingness to work a flexible schedule.
What you'll love about working at Cigna:
* Fun, friendly, and unique culture - Bring your whole self to work every day!
* Medical Dental & Vision start 1st day
* 18 days Paid Time Off & 8 Paid Holidays
* Employer Contributions for HRA and HSA accounts
* 401K with Company Match
* Tuition Assistance
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
For this position, we anticipate offering an hourly rate of 17.88 - 26 USD / hourly, depending on relevant factors, including experience and geographic location.
This role is also anticipated to be eligible to participate in an annual bonus plan.
We want you to be healthy, balanced, and feel secure.
That's why you'll enjoy a comprehensive range of benefits, with a focus on supporting your whole health.
Starting on day one of your employment, you'll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs.
We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays.
For more details on our employee benefits programs, visit Life at Cigna...
....Read more...
Type: Permanent Location: Newburyport, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-20 08:25:06
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The Account Management (IC) Sr.
Manager is responsible for leading the strategic direction of a book of clients as well as providing leadership to the dedicated client account team.
The Sr.
Manager will also take on direct client-facing responsibilities to help with overall retention and strategic organizational goals.
This role is accountable to ensure service excellence on behalf of their clients across all Express Scripts departments and serves as an escalation point for clients and internal teams.
The Director works with the team to proactively monitor and identify pharmacy trends to recommend appropriate solutions to clients.
Responsibilities include, but are not limited to, ensuring team proactively delivers and communicates the effectiveness of Express Scripts and Cigna core services, monitor trends, coordinates timely issue resolution and drive service excellence.
The primary measures of performance are outlined in the annual business scorecard by way of client satisfaction, client retention results and new solutions margin expansion.
ESSENTIAL FUNCTIONS
* Coach, mentor and support the development of a team of sales job family roles.
* Drive service excellence on behalf of their individual book of business and business division; proactively support, supervise and oversee the team to ensure day-to-day core service deliverables are met and contributes to the strategic planning for client renewal and retention strategies.
* Serve as a point of escalation for the team on issues of service breakdown or operational concern; act as a liaison to the various internal partners to ensure efficient, effective resolution; provide proactive consultation related to service opportunities.
Identify and champion process improvement initiatives when applicable to support client growth and retention.
* Translate broad theories and strategies into clear, actionable objectives; champion cross functional initiatives; communicate progress and key milestones to appropriate internal partners and key divisional business leaders
* Work with team members and underwriting to ensure we secure client renewals and improve business financial position
* Works with internal and external business partners to ensure that account expectations are met.
* Actively engage and support in new sales opportunities.
* Stays abreast of marketplace trends and competitive landscape in order to best position retention and growth efforts across the team and division
QUALIFICATIONS
* College degree in business or equivalent work experience
* At least 10 yrs relevant experience namely in an Account Management, Service, or Sales function to include 5 - 7 years management or leadership experience required
* Ideal candidate has experience leading teams and cross functional work groups in person and remotely.
* Proficient PC skills including Microsoft Word, Excel, and PowerPoint
* Financial Acumen - Knowledge of PBM financials...
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Type: Permanent Location: St. Louis, US-MO
Salary / Rate: Not Specified
Posted: 2025-10-20 08:25:05
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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: Bullhead City, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-20 08:25:02
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Payor Analyst
Market Relations Department is looking for top skilled Payor Analyst.
Is that you?
Work location: Hybrid: Southwestern Health Resources Headquarters, 1601/1603 Lyndon B.
Johnson Freeway, Farmers Branch, TX 75234.
Work environment: Market Relations
Work hours:
• Full-time, 40 hours per week.
• Monday - Friday, Day shift.
• This is a Hybrid position, to be based in North Texas/Dallas-Fort Worth area, requiring occasional onsite workdays, based on department business needs.
• In-person attendance required at department meetings, trainings and/or other department authorized activities, at the above-mentioned address or other locations as directed by the department management.
At Southwestern Health Resources (SWHR), we believe healthcare can be more integrated, accessible, and affordable for all.
Our purpose is simple yet powerful: to build a better way to care, together.
SWHR is a patient-centered, clinically integrated network that brings together academic and community clinicians, researchers, hospitals, and ambulatory facilities.
We partner with physicians to drive a new model of value-based, high-quality, data-driven healthcare—serving everyone in the communities we touch.
By combining the strengths of UT Southwestern Medical Center and Texas Health Resources, we've built the largest provider network in North Texas, giving our team members the opportunity to make a meaningful impact at scale.
Healthcare in the U.S.
is evolving rapidly, and SWHR is committed to leading that change—moving healthcare forward, together.
What You Will Do:
Assists the Managed Care Director with the following:
Contract management support:
Review and interpret payor contracts to understand contract language, reimbursement rates, billing rules and other relevant items of the contract.
Assist with maintaining contract language key terms by payor tracking grid.
Prepare routing documents for new contracts and amendments.
Review and redline low-level amendments (e.g., term extensions, facility listing updates) and regulatory exhibits (Texas, Medicare, Medicaid).
Complete and distribute New Contract Orientation forms and communications to internal stakeholders.
Maintain organized records of contract status, amendments, and stakeholder communications.
35%
Claims Project management:
Maintain claim project tracker by payor (e.g., Aetna, BCBSTX, Cigna, UHC) and monitor project status.
Participate in payor claim calls, identify claim trends, work with payors to resolve issues and document outcomes.
Escalate unresolved claims to appropriate parties and follow through to resolution.
Maintain and update claim project trackers, ensuring alignment with internal stakeholders and timelines.
20%
Payor Policy & Procedure Update management:
Interpret and communicate payor policy changes to internal stakeholders, ensuring compliance and accurate billing practices.
Review daily updates from Policy Reporter to identify changes with potential financial ...
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Type: Permanent Location: Pittston, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-20 08:25:00
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Our Team
As a part of Investment Solutions, the Managed Product Group serves as subject matter experts and is responsible for product management of traditional investments, including mutual funds, Exchanged Traded Funds (ETFs), and Separately Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management, and J.P.
Morgan Advisors investment platforms.
These platforms offer a diverse suite of fee-based solutions, including single- and multi-asset class portfolios, as well as brokerage offerings.
Globally, there are over $1.2 trillion in assets under management with continuous growth anticipated.
Our team cultivates and manages relationships with some of the largest investment managers across the globe, as well as many boutique asset managers, to deliver solutions that meet the needs of our clients.
We partner with internal and external colleagues to bring new products to market and contribute to the innovation of JPM's offerings as well as the evolution of the industry.
Job Responsibilities:
A focus of this role will be supporting the pipeline and delivery of new investment products to the US Private Bank, Chase Wealth Management, and J.P.
Morgan Advisors platforms, including negotiating with investment managers to secure access and competitive terms for new investment solutions.
It will also involve engagement in key strategic initiatives that drive innovation and increased efficiency across our global business.
This candidate will be a liaison to internal business partners related to traditional managed investment solutions (including mutual funds, ETFs, and SMAs), as well as the evolving industry and regulatory landscape.
The role will require close interaction with our internal partners across Manager Solutions, Legal, Risk, Compliance, Operations, Bankers, and Investors.
Externally, the role will entail depth and breadth of engagement with numerous partners across the asset management industry.
* Support the process for making new investment products available across multiple US platforms, including negotiating commercial terms and partnering with Legal to review and execute agreements with investment managers.
Work on a pipeline of over 100 solutions in varying stages of development.
* Contribute to strategic initiatives and assist in coordinating projects that contribute to the development of our investment program offerings and capabilities, in line with the firm's vision, regulatory changes, and the evolving industry landscape.
* Represent investment capabilities and structures in order to serve as a subject matter expert for traditional managed investment solutions.
* Educate and advise on product-specific information including availability, commercial terms, and competitive insight.
* Establish and foster relationships with third party investment managers and relevant counterparties.
* Collaborate on control-related responsibilities in order to comply with regulatory standards and ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:56
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Description
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
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, ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:55
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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
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: The Villages, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:54
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We are looking for a leader who is passionate about using data to accelerate product development, drive business growth, and improve the Chase customer experience.
As a Data Owner Senior Associate, within the Card Data and Analytics Data Owner team, you will be a key part of the team helping us to deliver critical business initiatives and have data engineering skills where you will meticulously document and analyze data flows across various systems, ensuring seamless integration and consistency.
You will also collaborate with stakeholders, provide valuable insights into data-related challenges and opportunities and continuous improvement in data processes.
Job Responsibilities:
* Work closely with business analysts, data engineering, product teams, and other stakeholders to gather requirements, resolve data issues, and provide insights into data-related challenges and opportunities.
* Partner with key business leaders to promote understanding of data usage, provide subject matter expertise, and ensure data is well-documented and classified with appropriate metadata and execute data-related tasks, manage milestones, and address risks, bottlenecks, and inefficiencies in the data development lifecycle.
* Investigate data attributes and metrics, map their relationships and dependencies across systems, and assess their impact on business processes, reporting, and analytics and accurately document data flows, lineage, transformation, and movement across systems, ensuring clarity and comprehensiveness.
* Create and update relational data models to support current and future data architecture, business objectives, and data governance.
* Develop key performance indicators (KPIs) to measure progress toward data flow goals, and track work streams to ensure successful delivery and create plans for developing and delivering curated datasets to support strategic objectives, operations, analytics, AI/ML training, and reporting.
* Assist Data and Analytics leads by identifying and integrating required data into analytics platforms for project support.
* Identify, monitor, and mitigate data risks, including data protection, retention, destruction, storage, use, and quality and document and coordinate requirements for data accuracy, completeness, and timeliness; manage execution of tasks to comply with firm wide data integrity and protection policies.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree required, with 7+ years of industry experience in a data-related field.
* Data Querying capabilities such as SQL, Python, or R, to develop and maintain data models and mappings.
* Proficiency in data engineering techniques, including data extraction, transformation, and loading (ETL) processes, to support robust data management and integration.
* Technical expertise in data management, data engineering, data pipelines (e.g.
Data Flow Diagrams), data modeling (e.g.
Entity Relationship Dia...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:53
-
The J.P.
Morgan Private Bank Product Team provides the strategic direction and vision for a product, product line, and/or product portfolio.
As a Senior Product Associate in the U.S.
Private Bank Product team, you will leverage your expertise in product development to help promote the Client Information Product - Workflows and Experiences product.
You will collaborate with Product Managers, Client Service Associates, various front office and operations teams to deliver a seamless and integrated approach to the Private Bank client online experience.
This will entail working in a complex team-oriented environment in which you will be responsible for innovating and improving upon product concepts through the synthesis of user research, client feedback, and competitive dynamics.
Job responsibilities
* Support the collection of information (e.g., user research, journey mapping, market analysis) to inform strategy, product roadmap, and provide insight on potential products and product features
* Analyze, track, and evaluate product metrics and quality targets across the product development life cycle
* Write requirements, epics, and user stories to drive product development
* Create and simulate business process management diagrams in Signavio
* Use Decision Model Notation to support decision management and business rules
* Support testing cycles (UAT, regression, system, production checkout coordination/involvement)
Required qualifications, capabilities, and skills
* 4+ years of experience in a product management, business analysis, engineering, or equivalent expertise
* Proficiency with the product development life cycle
* Experience in product lifecycle activities including discovery, requirements definition, and execution
* Ability to communicate effectively (written and verbal)
Preferred qualifications, capabilities, and skills
* 4 year college degree or equivalent financial services/banking industry experience preferred
* Experience with Business Process and Decision Modeling
* Familiar with database technologies and data governance, SQL, APIs
* Experience with Atlassian agile planning and reporting tools (Jira, Confluence, Planner, Portfolio, Align, etc.)
* Work experience in the wealth management or financial services industries
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:53
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Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bilingual fluency in English and Spanish
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you fro...
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Type: Permanent Location: Columbia, US-SC
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:52
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As an analyst on JPMorgan's Hedge Fund and Asset Manager Interest Rate Sales team, your primary responsibility will be to support Senior Salespeople with coverage of Institutional asset managers and hedge funds.
The rates sales desk is a very high-volume, fast-paced business which markets our full suite of interest rate products (US treasuries, swaps, swaptions, rates exotics, cross-currency, etc.) to large institutional clients.
Analysts will work with internal stakeholders- including traders, research partners, and other salespeople to provide effective, custom-tailored coverage to clients.
responsibilities
* trade modelling, trade execution, post-trade operations management
* Client coverage and conducting market intelligence
* Conducting idea generation
* Collaborate with their global peers in servicing our clients across time zones.
Required qualifications, capabilities, and skills:
* A strong interest in global financial markets and macroeconomics
* Excellent analytical, quantitative, and interpretative skills.
* Ability to thrive in a dynamic, collaborative work environment.
* Being adaptable, flexible, and resilient.
* Skilled at managing multiple tasks concurrently and highly organized.
* Firm understanding and experience in basic finance and/or economics
* High degree of intellectual curiosity and solutions-oriented mindset
* Proficiency with Microsoft Excel, PowerPoint, and Word applications
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis o...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:51
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Shape the future of Private Banking as a Product Manager at JP Morgan-drive strategy, innovation, and product excellence by blending client needs with business vision to deliver impactful solutions.
As a Product Manager within the Private Bank Client Service Group at JP Morgan, you will be responsible for the strategic direction and vision for a product, product line, and/or product portfolio.
You are responsible for blending client needs with JPMorgan Chase & Co.'s strategic objectives in order to design and deliver valuable and viable products and solutions in a product operating model.
You will support all facets of the development lifecycle including feature ideation, requirements gathering/refinement, backlog management, and pre/post-production testing.
You are accountable for product strategy and innovation, product development, and overall product health and performance (including P&L)., Product Managers innovate new product concepts through the synthesis of user research, client feedback, and competitive dynamics, and are accountable for the overall health and value delivered by the product/line/portfolio.
Job responsibilities
* Collaborate with stakeholders on vision and strategic pillars required to deliver new products
* Coordinate and sequence product delivery with cross impacted teams (product, technology and operations) and execute critical path deliverables during product life cycle (discovery, initiation, development and testing)
* Manage success metrics, and understand and communicate prioritization of features, with a mind toward user and business benefits and tradeoffs
* Coordinate project deliverables required for release readiness (NFRs, implementation plan, release management, sign offs) and act as an escalation point for all project resources to support delivery
* Act as a strategic partner to product managers and lean into ownership of certain product features, communicate on behalf of the project and have confidence representing the voice of the product
* Collaborate with product and project managers across the organization to identify best practices and reinforce those techniques through establishment of processes and ceremonies
Required qualifications, capabilities, and skills
* 5+ years of experience as a product or project manager
* Completion of a 4 year college degree
* Proven track record of managing the end-to-end product development lifecycle for complex, large-scale initiatives
* Able to analyze opportunities, recommend solutions, and communicate effectively (both verbal and written) to all levels of management
* Ability to manage tight delivery timelines and calmness under intense pressure
* Participation in or management of a new business or product launch in a large organization or startup
* Experience working in agile/scrum teams (including JIRA proficiency)
Preferred qualifications, capabilities, and skills
* Financial Services ex...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:50
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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 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: Hialeah, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:50
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Transform the future of commerce by joining a team that leads the way in credit card processing technology.
As a Technical Implementation Manager, you'll be at the heart of integrating cutting-edge payment solutions for high-profile merchants.
Your expertise will drive seamless platform integrations, foster strong client relationships, and deliver innovative solutions across multiple business lines.
If you thrive in a fast-paced environment and want to make a real impact, this is your opportunity to shine.
Let's build the next generation of payment experiences together.
Job summary
As a Technical Implementation Manager in the Commerce Platform Integrations team, you guide clients through complex technical integrations and ensure their success with our proprietary platform.
You work closely with clients and internal partners, building strong relationships and delivering timely solutions.
Your role is essential in driving innovation and supporting the growth of our payments business.
Job responsibilities
* Lead integration testing by collaborating with clients to define scope, implement test plans, and execute transitions to production
* Manage incoming demand efficiently through effective queue management and time management
* Collaborate with Business Development, Product Solution Specialists, and Relationship Management to deliver innovative client solutions
* Lead recurring team meetings and training sessions to keep the team ahead of industry trends and best practices
* Identify and address service gaps to improve the testing experience and exceed team deliverables
* Oversee department procedures and processes, reporting and addressing gaps to enhance efficiency
* Provide clear updates and technical guidance to mid and senior management
* Foster a culture of collaboration, diversity, and inclusion within the team
* Promote change by driving improvements in service and process
* Take ownership of project outcomes and proactively manage escalations
* Build strong relationships with clients and internal partners to support seamless integrations
Required qualifications, capabilities, and skills
* Minimum 5 years of work experience, including 3 years in Operations or Technology within the credit card processing industry
* Expertise in modern authentication protocols, including OAuth2.0 and mTLS
* Ability to interpret technical specifications and APIs for proprietary platforms
* Experience with REST-based APIs and Open API Specifications
* Familiarity with AI/LLM and data tools such as Tableau, Splunk, Datadog, and AWS
* Detail-oriented problem solver with strong de-escalation skills
* Confident communicator able to provide clear updates to mid and senior management
* Ability to thrive in a fast-paced, deadline-driven environment
Preferred qualifications, capabilities, and skills
* Bachelor's degree strongly preferred; robust work experience cons...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:49
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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...
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Type: Permanent Location: Ridgefield, US-CT
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:48
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Job Summary:
You will join the Electronic Client Solutions (ECS) team, which is the client-facing organization for all automated trading capabilities in Cash Equities.
This team builds, manages and delivers the leading industry platform for algorithmic execution and liquidity solutions, data, analytics and low latency trading capabilities to institutional, hedge fund and systematic trading firms.
The team partners with clients and provides in-depth TCA analysis and execution consultations.
The ECS product suite is designed to source liquidity effectively across an ever-changing landscape of liquidity centers, minimize transaction costs and maintain anonymity for our clients.
It includes:
* Global algorithmic trading products
* Differentiated liquidity solutions
* Global direct market access and smart order routing
* Pre- and post-trade analytics
Job Description
In joining the team, you will be a key player on the product and execution consulting team within ECS, leveraging a combination of product management skills with excellent analytical capabilities and technical proficiency.
You will work closely with various business partners across the Global Equities Sales and Trading organization to deliver innovative solutions for our clients and have the opportunity to build strong cross-functional relationships.
Leveraging quantitative skills and analysis, you will also interact with and closely engage with clients through algorithmic trading execution consultation and TCA reviews.
Job Responsibilities
* Drive execution engagement and optimize trading interaction with the internal Central Risk Book.
* Define and lead product management initiatives across the liquidity trading product spectrum.
* Interact with our clients to understand their needs and offer J.P.
Morgan's product suite as well as bespoke solutions.
* Partner with business analysts, core technology, legal/compliance, operations, and sales and trading teams to ensure product functionality is optimized.
* Produce in-depth analysis of product usage, client trends, trading performance, and revenues.
* Leverage analytical skills to analyze large data sets and provide actionable results to drive product evolution and client product usage.
* Maintain a working knowledge of equities trading, market structure, and the equities market regulatory landscape.
* Ensure adherence with all relevant regulatory and control agenda requirements.
* Be an integral member of the ECS team, working together to provide a positive client experience .
Required qualifications, capabilities, and skills
* Bachelors' degree from a leading university with a degree in Finance, Economics, Mathematics, Engineering, Computer Science, or related quantitative field.
* A minimum of 5+ years equities electronic trading experience or equivalent.
* Very strong quantitative and analytical skills.
* Experienced in Q/kdb and Python.
* ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:47
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Join J.P.
Morgan's Corporate & Investment Bank, where your expertise will help drive innovative solutions in the world's most important financial markets.
As part of our RSF Analytics Team, you'll collaborate with top professionals and gain hands-on experience in mortgage loan analysis and securitization, making a real impact for our clients and the firm.
Job summary
As an Analyst in the RSF Analytics Team within the Global Securitized Products Group, you will work with internal and external partners to analyze residential mortgage loans, supporting the purchase, sale, financing, and securitization of these assets.
You'll gain exposure to all aspects of mortgage loan transactions, manage key business relationships, and develop valuable insights into asset valuation and securitization.
Job responsibilities
• Prepare analytics on pools of mortgage loans or other assets using internal pricing models; consult with trading desks and partners on custom scenarios
• Normalize raw data, deploy validations and enrichments to produce usable information for economic and qualitative analysis
• Run models to estimate loss coverage levels for hypothetical securitization executions
• Maintain database of US securitizations and communicate deal-specific features with internal and external partners
• Support trading, RSF Banking, and Financing teams with quantitative and qualitative analysis on mortgage pools and securitizations
Required qualifications, capabilities, and skills
• 1-2+ years of relevant experience in structured finance at an investment bank, rating agency, or investment office
• Working knowledge of whole loans including residential mortgages, commercial mortgages, student loans, and/or other consumer loans
• Quantitative and analytical skills including proficiency in MS Excel, SQL, CAS, Intex
• Experience with unstructured data, fixed income pricing and mathematics, and/or structuring and pricing of asset-backed bonds
• Bachelor's degree or advanced education with a quantitative, finance, or accounting background
• Excellent communication skills and strict attention to detail; ability to identify data and patterns that do not conform to expectations
• Ability to work under competitive pressure, multi-task, prioritize, and manage timelines, relationships, and deliverables
Preferred qualifications, capabilities, and skills
• Programming skills in Python
• Experience creating actionable insights and innovative solutions for complex financial transactions
• Ability to maximize delivery of business goals and returns on investment
• Strong relationship management and collaboration skills across teams and regions
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:45
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Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment.
As a Payments Sales Associate in the Global Payments Corporate Sales organization, you will provide sales support to Payments Sales Managers (PSMs) and Payments Client Managers (PCMs).
This role is critical in ensuring the smooth expansion of our sales relationships and execution of our sales processes.
Job Responsibilities:
* Assist in the creation and customization of client presentations to support Sales initiatives
* Conduct data analysis to provide insights and recommendations for client development strategies
* Collaborate with sales teams to identify opportunities for client growth and engagement, document deal solutions and proposals, prepare materials for client presentations and negotiations
* Support the development and maintenance of account plans, and assist in the preparation of documentation for account reviews and strategy sessions
* Schedule and coordinate client calls and meetings for Sales, ensuring all logistics are handled efficiently
* Prepare and distribute client briefings to relevant stakeholders before meetings, and document and distribute call reports capturing key discussion points and action items
* Monitor and update the Sales pipeline, ensuring accurate and timely data entry
* Track the progress of Sales opportunities and provide regular status updates to the Sales team
* Identify potential bottlenecks in the sales process and suggest improvements
* Operate with a risk-based mindset with strict adherence to compliance and controls
* Ensure quality output of work product in accordance with brand and company standards
Required qualifications, skills and capabilities:
* 2+ years of experience in a sales, client management, relationship management or related field
* Strong organizational and multitasking skills with attention to detail
* Excellent communication and interpersonal skills
* Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software
* Ability to analyze data and generate actionable insight
* Self-motivated and able to work independently as well as part of a team
Preferred qualifications, skills and capabilities:
* Payments Experience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:44
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We are seeking an experienced credit professional to work in New York, NY as part of the Global Credit Strategy team within J.P.
Morgan Wealth Management.
This dynamic role will emphasize corporate credit analysis, investment idea generation, and communication skills.
The role involves forming fundamental investment views in corporate bond markets (including investment grade credit, high yield credit, emerging markets debt, corporate hybrids, and preferreds), generating security specific investment ideas, building and maintaining company financial models, writing research notes, communicating with wealth management internal and external clients, and performing customized portfolio analysis for those clients.
Job Responsibilities:
* Monitor existing bond recommendations and generate new security specific investment ideas.
Proactively articulate investment ideas by initiating discussions with team rather than relying on external direction.
Ownership over security recommendations from initiation to exit.
* Produce written reports such as company evaluations and quarterly updates, relative value analyses, and industry reviews.
Author thematic thought pieces relating to both top down and bottoms up market opportunities for internal and client use.
* Assist in training of junior talent on the team.
* Provide investment advice to advisors and wealth management clients by fielding inquiries on credit markets and company views, participating in client meetings, and presenting on advisor calls.
* Provide customized portfolio analysis for clients and recommend specific trade ideas based on the clients' objectives and constraints.
Required Qualifications, Capabilities and Skills:
* 5 years work experience in corporate credit research.
Emerging Markets and/or Financials experience, and/or Spanish speaking viewed favorably.
Must be willing to cover credits across a variety of industries under a generalist model.
Strong financial modeling and accounting experience is required.
* Demonstrated ability to make judgments regarding credit, risk, and security valuation.
Ability to form an investment recommendation with minimal direction and to make preliminary decisions in a short time frame with incomplete information.
* Excellent communication skills, both written and verbal, that demonstrate credibility and the ability to take complex topics and distill them into digestible narratives.
* Strong understanding of and passion for fixed income and credit markets and security types.
* Strong academic credentials and achievement.
* High energy, self-motivated, creative and organized.
Attention to detail.
* Very strong excel and data management skills.
* Ability to collaborate and work well with others of varying functions globally (traders, market strategists, client advisors, etc) with varying credit experience.
Team-oriented mindset is a must.
Required Qualifications, Capabilities and Skills:
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:41
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Join our Business Management team and play a pivotal role in enhancing business performance by leading strategic initiatives and serving as a trusted advisor to Business and Group Heads.
As a Business Management Vice President within the Commercial & Investment Bank, you will be responsible for overseeing financial performance reporting across business units and client relationship management teams, driving budget processes, facilitating leadership reviews, and managing executive ad-hoc requests.
This dynamic role offers the opportunity to make a meaningful impact on business outcomes while collaborating closely with senior leaders across the organization.
Job Responsibilities:
* Lead business unit financial performance reporting, drive annual planning initiatives, and ensure strategic alignment with organizational objectives.
* Manage and deliver key workstreams including pipeline data analysis, month-end results, business townhall materials, and executive reviews.
* Deliver prompt and effective responses to executive ad-hoc requests, oversee project management, develop impactful presentations, and conduct comprehensive business analysis.
* Organize and present complex information strategically, demonstrating advanced proficiency in Excel and PowerPoint, and creating wireframes and mock-ups for management presentations, reports, and dashboards.
* Communicate effectively with senior business partners and stakeholders to understand project objectives, drive next steps, and ensure alignment across teams.
* Identify and assess key business risks, proactively leading analysis to develop actionable solutions and recommendations.
* Leverage Alteryx and other automation tools to streamline processes and enhance reporting efficiency.
* Champion collaborative initiatives to simplify, improve, and add value to business processes across the organization.
Required Qualifications, Skills and Capabilities:
* Bachelor's degree in Business, Finance, Economics, or related area.
* Prior experience in Business Management or COO role.
* Proven experience delivering timely, high-quality presentations and reporting.
* Demonstrated ability to deal with different stakeholder groups and drive the agenda.
* Excellent communication, organization, and project management skills.
* Ability to articulate and demonstrate thoughtful rationale in design decisions.
* Intermediate to advanced proficiency in MS Office tools (Excel, PowerPoint, Pivot Tables).
* Self-motivated, tenacious, and able to work independently.
* Excellent written and oral communication skills.
* Strong time management and prioritization skills.
Preferred Qualifications, Skills and Capabilities:
* Knowledge of Alteryx.
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, inst...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:40
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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 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: Garden City, US-MI
Salary / Rate: Not Specified
Posted: 2025-10-20 08:24:38
