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Push the limits of what's possible with us as an experienced member of our Software Engineering team.
As an Experienced Software Engineer at JPMorganChase within the Global Technology team, you serve as member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Depending on the team that you join, you could be developing mobile features that give our customers and clients more control over how they bank with us, strategizing on how big data can make our trading systems quicker, creating the next innovation in payments for merchants, or supporting the integration of our private and public cloud platforms.
Job Responsibilities
* Participates in, design and develop scalable and resilient systems using Java or Python to contribute to continual, iterative improvements for product teams
* Executes software solutions, design, development, and technical troubleshooting
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces or contributes to architecture and design artifacts for applications while ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Hands-on practical experience in system design, application development, testing and operational stability
* Proficient in coding in Java or Python languages
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Familiarity with modern front-end technologies
* Exposure to cloud technologies
To be eligible for this opportunity, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this position.
Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional pract...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:51
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Join our dynamic Wholesale Lending Services team, where you'll help shape the future of risk and control management.
We work together to deliver best-in-class lending solutions and support our clients' success in a fast-paced, collaborative environment.
As an Associate - Wholesale Lending Services (WLS) Control Manager in Commercial Banking, you play a key role in safeguarding our business by identifying, evaluating, and mitigating operational, regulatory, and reputational risks.
You'll partner with stakeholders across the firm to drive a proactive risk and control culture, ensuring our processes remain robust and effective.
Your work helps us meet client commitments and supports strategic priorities in an ever-evolving global landscape.
Job Responsibilities
* Evaluate and analyze the end-to-end risk and control environment to identify gaps and determine root causes of control breaks
* Ensure controls are properly designed, operating effectively, and support a proactive risk and control culture
* Perform ongoing analysis of program-related data and develop ad-hoc reports to support business strategies
* Assist with Control & Operational Risk Evaluation (CORE) mapping and documentation through process walkthroughs and deep dives
* Partner with colleagues across business, operations, legal, compliance, risk, audit, regulators, and technology to drive consistent operational risk practices and control programs
* Support control committees, risk mitigation efforts, key risk indicator tracking, and control design and effectiveness evaluation/testing
* Perform action plan validation testing and support Quality Assurance and CORE testing to meet control objectives
* Collaborate with business partners to create best practice solutions and drive process and control enhancements
* Provide expertise in risk/controls and support the development of corrective action plans
Required Qualifications, Capabilities, and Skills
* Bachelor's degree or equivalent experience
* Experience in financial services industry with background in controls, audit, quality assurance, operational risk management, or compliance; or equivalent subject matter expertise in a relevant business function
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Visio)
* Strong influencing skills and ability to build effective partnerships across businesses
* Excellent written and verbal communication skills, with the ability to influence business leaders
* Solid critical thinking, attention to detail, and analytical skills; able to synthesize large amounts of data and draw conclusions
* Flexible and adaptable to shifting priorities; able to manage competing priorities in a fast-paced, results-driven environment
Preferred Qualifications, Capabilities, and Skills
* Commercial Banking business knowledge and understanding of relevant regulations
* Strong interpersonal, collaboration, and re...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:50
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About Peninsula Post-Acute
Peninsula Post-Acute is a leading short-term rehabilitation and skilled nursing facility located in Burlingame, California.
We are dedicated to providing individualized rehabilitation and nursing care to every person who enters our doors.
Our compassionate healthcare professionals work closely with each resident to help them achieve their highest level of independence in a supportive, healing environment.
Join Our Team!
Focus: Short-Term Rehabilitation Only
Therapy Program: In-House Therapy
Opportunities Available: Part-Time, and PRN
Rate Range: $45 - $53 per hour
Our Benefits
* Competitive pay
* Comprehensive healthcare benefits (medical, dental, vision - full-time only)
* 401(k) retirement plan (full-time only)
* Paid time off
* Reward and bonus opportunities
* Ongoing training and professional growth
* Supportive, fun, and collaborative work environment
Our Mission
We are committed to excellence in serving our community.
Our Vision
To be the premier provider of post-acute care by perfecting our core competencies:
* Operational Effectiveness: We responsibly manage our resources to deliver the highest level of service.
* Clinical Excellence: We provide exceptional, personalized clinical care to every resident.
* Employee Engagement: We recognize and value our employees as our greatest asset.
* Fun: We infuse joy and positivity into everything we do.
Our Core Values
* Excellence: We strive for the highest standards in all we do and continually seek improvement.
* Trust: We act with integrity and believe the best in one another.
* Accountability: We take responsibility for our actions, attitudes, and outcomes.
* Mutual Respect: We treat others with the same dignity and kindness we expect in return.
* Love: We believe that love is at the heart of caring for the most vulnerable members of our community.
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Type: Permanent Location: Burlingame, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:49
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Play a crucial role in transforming ideas into functional products while navigating complex challenges.
Develop your skills, contribute to meaningful change, and propel your career in an environment that values growth and learning.
Join a team that empowers you to make a difference and supports your professional growth.
Experience a culture that welcomes diverse ideas and encourages career mobility.
Be part of a group that delivers value to millions of customers and thousands of employees.
As a Senior Product Delivery Associate in the Operations User Acceptance Testing team, you will lead the release of products and features by overcoming obstacles and testing enhanced application functions.
You will collaborate across the organization to ensure products continuously deliver value, while gaining advanced skills and experience to grow within your role.
Your expertise will help define the vision, create strategy, and build roadmaps for solutions that impact millions.
You'll develop a deep, end-to-end understanding of the business and find an inclusive culture that supports your growth.
This role offers the opportunity to work with cutting-edge technology and contribute to meaningful change.
Consumer & Community Banking (CCB) Operations Product organization provides critical cross-line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees.
As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy and building the roadmap to solutions that impact millions.
Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility.
The User Acceptance Testing team works closely with the business to identify, escalate monitor systems issues as well as lead testing activities for each application release.
The results of testing activity are then communicated to the stakeholders.
Job Responsibilities
* Design, develop, and maintain robust automated test scripts for complex applications and systems.
* Enhance and optimize existing automation frameworks and processes.
* Analyze requirements and create detailed, reusable test cases and scenarios.
* Execute automated and manual tests, analyze results, and ensure defects are logged and tracked to closure.
* Collaborate closely with developers, business analysts, and other QA team members to ensure high-quality deliverables.
* Participate in code reviews for test scripts and provide constructive feedback.
* Mentor junior testers and provide guidance on best practices in automation.
* Contribute to continuous integration and continuous deployment (CI/CD) pipelines by integrating automated tests.
* Investigate and implement new tools and technologies to improve test...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:49
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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 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: Rowland Heights, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:48
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Join a dynamic team at JPMorgan Chase and help shape the future of talent acquisition in Wealth Management.
Grow your career while making a meaningful impact by developing innovative, data-driven recruitment strategies and building strong partnerships.
Be part of a global organization that values your skills, invests in your professional development, and expects excellence in both planning and follow-through.
As a DOI Recruitment Lead within the JPMorgan Wealth Management team, you will define, develop, and execute inclusive recruitment strategies and events from initial concept through post-event evaluation.
You will lead initiatives to broaden the talent pipeline for client-facing advisory roles, leverage data and market analysis, and partner with senior leaders to deliver on recruitment goals.
Success in this role requires not only creative concept development but also rigorous follow-through and seamless planning to ensure every initiative is fully realized and impactful.
You will play a critical role in achieving and maintaining JPMorgan Chase's DOI objectives through inclusive hiring events, extensive reporting, and by embedding DOI principles into every aspect of the recruitment process.
Job responsibilities:
* Design, plan, and manage all aspects of DOI recruitment events, ensuring each initiative is carried through from concept to completion with meticulous attention to detail.
* Proactively develop innovative event themes, agendas, and programming that advance DOI goals and resonate with a wide range of audiences.
* Coordinate event logistics, manage budgets, secure venues, and oversee registration and materials, ensuring seamless execution.
* Create and implement strategies to promote events to candidates and communities, maximizing reach and impact.
* Work closely with HR, communications, marketing, and other departments to integrate DOI principles and ensure alignment with broader organizational goals.
* Act as a proactive advocate for DOI, helping to embed these principles across the organization and within all recruitment activities.
* Demonstrate a commitment to seeing projects through to completion, with clear accountability for outcomes and post-event evaluation.
* Measure ROI, communicate outcomes to stakeholders, and prepare extensive reporting on recruitment and event results.
* Provide expert advice on inclusive recruiting techniques and market strategies, leveraging data analytics for informed decision-making.
* Identify and deepen partnerships with inclusive organizations and internal teams to support recruitment objectives.
Required qualifications, capabilities, and skills:
* 5+ years of recruitment experience, with a proven track record of concept development and successful event execution
* At least two years managing recruitment project plans and budgets, with demonstrated follow-through and accountability
* 2+ years developing inclusive recruitment...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:48
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About the job
- Employment Type: Remote (Part-Time)
- Location: Remote within one of the following countries: United States, United Kingdom, Canada, Ireland, Australia, or New Zealand.
- Compensation: Up to USD 18 per hour, depending on location, experience, scope of responsibilities, and performance.
About the Role
- This role focuses on providing expert writing consultation, content strategy advice, and customized writing support across projects and client needs in a fully remote environment.
- You will collaborate closely with the team to assess writing requirements, deliver tailored recommendations, refine approaches, and help keep consulting workflows organized, deliverables high-quality, and client outcomes effective.
Key Responsibilities
- Assist with writing consulting-focused project tasks such as client consultations, content strategy development, writing audits, revision guidance, data entry and maintenance, online research, basic analysis, operations support, AI-output review, documentation, and coordination.
- Review, organise, and update consulting files and related information with a high level of accuracy and attention to detail.
- Communicate clearly with team members through written and verbal channels and provide timely updates on task status and progress.
Skills & Qualifications
- Strong command of written English and clear, professional communication skills.
- Comfort using digital tools such as email, spreadsheets, writing platforms, project management or online productivity tools.
- Analytical mindset with strong attention to detail and accuracy.
- Ability to manage time, prioritise tasks, and work independently in a remote environment.
- Interest in writing consultation, content strategy, editorial guidance, or data-related work is helpful but not required; training and onboarding will be provided.
What We Offer
- 100% remote work within the listed countries, with flexible scheduling aligned to team needs and agreed time zones.
- Weekly payments via secure, compliant payment methods, with a clear and transparent compensation structure.
- Opportunities to build skills in research, content operations, data handling, writing consulting, and AI-related workflows.
- A supportive work culture that encourages feedback, learning, and long-term professional growth.
- You must be legally authorised to work in the country where you are based.
We welcome applicants from all backgrounds and make hiring decisions based solely on qualifications, experience, and business needs, in line with applicable employment and anti-discrimination laws.
Apply now to be considered for this opportunity.
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:47
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:46
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Advance your career with our Portfolio Analysis Group within Wealth Management, where innovation, creativity, and excellence are at the heart of what we do.
Job summary
As an Investor Support Associate in the Portfolio Analysis Group, you will partner with front office advisors, bankers, and investment specialists to resolve complex portfolio and investment performance issues while driving Private Bank change initiatives in product development, data enhancement, reporting, and generative Artificial Intelligence (AI) solutions to streamline the investment review process.
You will have opportunities to partner with dedicated technology teams on a regular basis to advance best in class Straight Through Processing (STP) data processing as well as aid in launching product enhancements and features.
You will engage across all levels of the organization chart and will have direct access to senior management.
Job responsibilities
* Conduct comprehensive investment performance analysis, delivering accurate risk and return metrics and written summaries to investors in a timely manner
* Respond to complex investor and client portfolio inquiries, providing expert support to front office teams on performance-related matters
* Collaborate across Operations to investigate and resolve data discrepancies arising from corporate actions, pricing, and portfolio activity to ensure data integrity
* Oversee the end-to-end performance reporting process utilizing JPMorgan proprietary platforms, ensuring consistency and accuracy in deliverables
* Design and facilitate ongoing training programs and consultation sessions to enhance analytics capabilities among investors
* Develop, optimize, and document performance measurement workflows and procedures, driving operational excellence
* Partner with Technology teams to identify, prioritize, and implement system enhancements and defect resolutions that impact performance measurement
* Lead and support Performance projects focused on building gen Artificial Intelligence (AI) initiatives of which the group has several
Required qualifications, capabilities and skills
* Relevant bachelor's degree (Business, Mathematics, Economics)
* Direct experience in investment performance measurement or equivalent to 5+ years in a client-facing role within asset or wealth management
* Proven ability to interact and communicate effectively with front-office teams in a high-pressure environment
* Strong passion for financial markets and a genuine interest in current events relevant to the banking sector
* Strong analytical and creative problem-solving skills; able to quickly analyze information, develop innovative solutions, and execute implementation
* Comfortable with self-guided research and investor support, with appropriate supervision
* Effective at working both independently and as part of a team
* Achievement or progress towards Certified Investment Pe...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:46
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Are you passionate about transforming data into actionable insights that drive business growth? Join our dynamic team in CIB Marketing Analytics, where you'll be the digital marketing analytics expert supporting Payments, Global Banking, and Markets and Securities Services GTM activations and marketing initiatives.
Job Responsibilities:
* Dive deep into web analytics and user journey analysis on jpmorgan.com to understand customer behavior and optimize conversion paths.
* Map user journeys, analyze engagement metrics (bounce rate, time on site, scroll depth), and pinpoint opportunities for site and campaign improvement.
* Manage Adobe Analytics data pipelines to Databricks and utilize platforms like ContentSquare and 6sense for rich visitor-level insights.
* Build and maintain ThoughtSpot dashboards for executive stakeholders, and create custom metrics, segments, and dimensions in Adobe Analytics.
* Lead Claravine implementation to standardize campaign tracking across all business lines.
* Conduct thorough QA for new pages and campaigns, validating tracking codes, data layer implementations, and CTA naming conventions before launch.
* Analyze paid media performance across social, programmatic, search, and display channels.
* Deliver executive-ready reports, dashboards, and strategic recommendations to guide future marketing investments.
* Partner with web development teams across Global Banking, Markets and Securities Services, and Payments to define analytics requirements.
* Work cross-functionally with social media, paid media, content, and email marketing teams to deliver quarterly insights and recommendations to senior leadership.
Required qualifications, capabilities and skills-
* 3-5 years' experience with Adobe Analytics (workspace analysis, segments, calculated metrics, API integrations), SQL for data extraction and analysis, and dashboard creation using Tableau or similar visualization tools.
* Familiarity with marketing analytics platforms such as ContentSquare and ThoughtSpot, web debugging tools, and data engineering concepts (ETL, data quality management).
* Demonstrated ability to analyze digital marketing campaigns across paid social, programmatic, search, display, and email channels.
* Skilled in user journey mapping, conversion optimization, and website A/B testing.
* Proficient with key marketing metrics (CTR, CPL, CPC, CPM, ROAS, engagement, bounce rate, time on site) and marketing technology stacks (tag management, attribution tools, CDPs).
* Expert at translating complex data into clear, actionable insights for executive audiences.
* Strong presentation and reporting skills, with the ability to manage multiple projects simultaneously.
* Self-motivated, collaborative, growth-oriented, detail-focused, adaptable, and an excellent communicator.
* Experience with Content Square, Claravine, Python, cookie consent/privacy regulations ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:45
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There's nothing more exciting than being at the center of a rapidly growing field in technology and applying your skillsets to drive innovation and modernize the world's most complex and mission-critical systems.
As a Site Reliability Engineer III at JPMorgan Chase within the Commercial and Investment bank, Post trade team, you will solve complex and broad business problems with simple and straightforward solutions.
Through code and cloud infrastructure, you will configure, maintain, monitor, and optimize applications and their associated infrastructure to independently decompose and iteratively improve on existing solutions.
You are a significant contributor to your team by sharing your knowledge of end-to-end operations, availability, reliability, and scalability of your application or platform.
Job responsibilities
* Guides and assists others in the areas of building appropriate level designs and gaining consensus from peers where appropriate
* Collaborates with other software engineers and teams to design and implement deployment approaches using automated continuous integration and continuous delivery pipelines
* Collaborates with other software engineers and teams to design, develop, test, and implement availability, reliability, scalability, and solutions in their applications
* Implements infrastructure, configuration, and network as code for the applications and platforms in your remit
* Collaborates with technical experts, key stakeholders, and team members to resolve complex problems
* Understands service level indicators and utilizes service level objectives to proactively resolve issues before they impact customers
* Supports the adoption of site reliability engineering best practices within your team
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Proficient in site reliability culture and principles and familiarity with how to implement site reliability within an application or platform
* Proficient in at least one programming language such as Python, Java/Spring Boot, and .Net
* Proficient knowledge of software applications and technical processes within a given technical discipline (e.g., Cloud, artificial intelligence, Android, etc.)
* Experience in observability such as white and black box monitoring, service level objective alerting, and telemetry collection using tools such as Grafana, Dynatrace, Prometheus, Datadog, Splunk, and others
* Experience with continuous integration and continuous delivery tools like Jenkins, GitLab, or Terraform
* Familiarity with container and container orchestration such as ECS, Kubernetes, and Docker
* Familiarity with troubleshooting common networking technologies and issues
Preferred qualifications, capabilities, and skills
* Ability to contribute to large and collaborative teams by presenting information...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:45
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Join JPMorganChase as a Fund Servicing Associate II and be at the forefront of enhancing our operational services in fund accounting and administration.
This role offers a unique opportunity for career growth and skill development, as you collaborate with a dynamic team and contribute to impactful solutions.
Experience the benefits of being part of a leading financial institution that values innovation and continuous improvement.
As a Fund Servicing Manager ll within JPMorganChase, you will play a pivotal role in enhancing our fund servicing operations.
Leveraging your broad knowledge of fund accounting and administration, you will provide advice and support to ensure progress within established procedures and policies.
Your work will have a significant impact on our department, requiring you to apply your advanced analytical and problem-solving skills to develop solutions for varied and complex issues.
Your advanced emotional intelligence will be key in building trusting relationships and influencing better outcomes for our team and clients.
Your role will also involve planning and directing the day-to-day work of our staff, ensuring the continuous improvement of our operating platform.
Job responsibilities
* Addressing client inquiries, process transactions, and troubleshoot complex issues to ensure client satisfaction.
* Implement strategic planning and change management initiatives to enhance service delivery, while adhering to established policies and practices.
* Influence and manage internal stakeholders to drive mutually beneficial outcomes, leveraging your skills in strategic planning, conflict management, and internal stakeholder management.
* Protect both the client and the institution from potential financial and reputational damage.
* Own service delivery for a portfolio of complex clients and lead senior-level service reviews.
* Lead incident management and stakeholder communications; ensure durable remediation and prevention while meeting SLAs.
* Use SLA/KPI trends to tell a clear story, agree actions with clients, and track outcomes to closure.
* Plan and coordinate client operating-model/reporting changes and migrations with partner teams; ensure readiness and stable go-live.
* Lead client due-diligence meetings and responses; maintain client-ready decks and evidence.
* Drive standardization, playbooks and documentation across accounts and locations.
Required qualifications, capabilities, and skills
* 4+ years of experience or equivalent expertise in a client service role within a financial institution.
Demonstrated proficiency in detecting and preventing fraudulent transactions to protect clients and the institution.
* Experience in liaising with various departments to ensure compliance with technical standards and organizational policies.
* Proficiency in influencing and managing internal stakeholders to drive mutually beneficial outcomes.
* Bachelor'...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:44
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
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Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:43
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Elevate the customer journey by translating product insights into lasting relationships and harness your expertise in proactive collaborations, onboarding, and product evolution.
As a Customer Success Manager in JPMC's central Infrastructure Platforms team, you develop and maintain customer relationships that make our product value propositions a reality.
Build and maintain strong relationships with our customers and understand their individual needs and goals as a core contributor of the team.
Job responsibilities
* Drives product adoption, expansion, and retention activities to maintain a healthy customer base
* Conducts regular and proactive account meetings to share best practices, provides use case demonstrations to illustrate key product functionality, communicates future releases, and gathers feedback on the impact the product and its features have on our customers' business needs
* Guides customers through the onboarding process and sets up the product according to customer requirements, leveraging a deep understanding of our products and their capabilities, including new features and other enhancements
* Tracks key success metrics and provides data and feedback to the Product team to inform new features and priorities
* Support an internal JPMC line of business as an internal customer of our central Infrastructure Platform (IP) organization.
* Your primary focus will be to support your customer broadly as their cloud tech advisor and navigator of the IP org which includes private and public cloud platforms, products, abstraction layers, and tooling.
* Your role includes leading a cross-functional matrixed resources including Solutions Architects, Customer Success Analysts, and Operational/Production support resources.
* Drive annual planning and delivery structures in collaboration with customers, beginning with strategic annual planning sessions.
* Identify shared customers goals and areas where IP enablement is essential, aligning IP owners to drive delivery towards these objectives.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in customer success roles in product or technology
* Demonstrated ability to influence product adoption and customer retention
* Excellent communication and interpersonal skills with the ability to effectively engage and influence stakeholders across all levels
* Proven ability to learn new technologies and teach it to others
* Demonstrated knowledge of both public and private cloud offerings as well as technical proficiency across compute, databases, networking, machine learning, and data analytics domains.
* Exhibit strong writing and communication skills with experience constructing technical business cases, calculating ROIs, and developing strategic plans.
* Navigate complex matrix organizations with globally dispersed resources.
* Communicate effectively at an exec...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:42
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
....Read more...
Type: Permanent Location: Raceland, US-LA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:42
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Elevate the customer experience by spearheading transformative success strategies and infusing your leadership insights to inspire teams and cultivate lasting customer relationships.
As a Customer Success Director within JPMC's Central Infrastructure Platforms team, you will lead efforts to enhance the impact of the Customer Success team.
You will oversee customer success initiatives, promote customer health metrics, and manage the onboarding journey, focusing on product adoption, expansion, and retention for some of our largest customers.
As a leader in this space, you establish best practices and closely collaborate with a cross-functional team to deliver exceptional customer experiences.
Job responsibilities
* Develops and executes a comprehensive customer success strategy through proactive engagement, onboarding, product adoption, expansion, and execution, while considering past and current strategies to identify opportunities for improvement and align with company objectives
* Coaches the team on account meeting best practices including communications, customer retention, research, and expansion
* Builds and owns the strategy for key success metrics to track customer health, adoption, retention rates, and customer satisfactions (CSAT), and delivers these metrics to leadership
* Takes a customer-first view which ties back to how the product impacts our customer groups
* Supports an internal JPMC line of business as an internal customer of our central Infrastructure Platform (IP) organization.
* Supports customer broadly as their cloud tech advisor and navigator of the IP org which includes private and public cloud platforms, products, abstraction layers, and tooling.
* Leads a cross-functional matrixed resources including Solutions Architects, Customer Success Analysts, and Operational/Production support resources.
* Drives annual planning and delivery structures in collaboration with customers, beginning with strategic annual planning sessions.
* Identifies shared customers goals and areas where IP enablement is essential, aligning IP owners to drive delivery towards these objectives.
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise in customer success roles in product or technology
* Experience managing customer bases with technology applications and advising teams on best practices
* Proven ability to influence the adoption and retention of our products across a diverse customer base
* Demonstrated prior experience leading a team across highly matrixed and complex organizations while delivering value at scale
* Demonstrated knowledge of both public and private cloud offerings as well as technical proficiency across compute, databases, networking, machine learning, and data analytics domains.
* Exhibit strong writing and communication skills with experience constructing technical business cases, calculating RO...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:41
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:40
-
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: Loveland, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:40
-
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
....Read more...
Type: Permanent Location: Glendale, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:39
-
Be part of a dynamic team that helps J.P.
Morgan win new business by delivering compelling, customized proposals and sales materials.
Your work will directly impact our success in the Americas region and beyond.
Job summary
As a Proposal Writer in the Securities Services Sales Enablement Group, you'll collaborate with sales, product, and subject matter experts to develop persuasive proposals and pitchbooks.
You'll manage multiple projects, synthesize input from diverse stakeholders, and ensure our materials reflect client needs and firm strategy.
This role is based in New York and reports to the Americas Proposals Manager.
Job responsibilities
* Create best-in-class proposals for the Americas region and other regions as needed
* Manage proposals and relationship documents, utilizing excellent written communication
* Project manage multiple documents with different stakeholders and tight deadlines
* Review and analyze proposal needs to determine key project requirements and construct tailored materials
* Generate initial drafts using content knowledge base and other sources
* Organize teams of subject matter experts and coordinate their timely input
* Interface with management and sales staff to ensure proposals meet client/prospect requirements and reflect bid strategy
* Drive the deal process and provide consultative input and direction toward completion
* Proactively identify risks and red flags that may derail projects
* Synthesize information from multiple stakeholders into professional, competitive proposals aligned with firm branding
* Coordinate with subject matter experts and content manager to update central knowledge base
* Build and maintain relationships with internal clients across regions, understanding cultural nuances
* Communicate effectively with the Regional Proposal Manager regarding activity in the region
* Represent the best interests of Securities Services and the Sales Enablement Group in all interactions
Required qualifications, capabilities, and skills
* Solid background in writing sales documents, understanding key messages and unique selling points
* Demonstrated understanding of the securities services industry and associated products
* Strong project management and stakeholder management skills, with the ability to manage tight schedules
* Excellent verbal and written communication skills; able to engage and influence partners and stakeholders
* Advanced degree or post-graduate diploma preferred but not required
* Advanced proficiency with MS Word, Excel, and PowerPoint
Preferred qualifications, capabilities, and skills
* Knowledge and experience with Qvidian and Salesforce preferred
* Ability to collaborate with cross-functional teams and build relationships globally
* Self-starter with sound judgment and ability to operate independently and apply initiative
JPMorganChase, one of the oldest fina...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:39
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Middletown, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:38
-
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: Scottsdale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:37
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:37
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Mandarin is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence,...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:36
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Los Alamitos, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:47:36
