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Become an integral part of Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Wealth Management, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least three years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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 cit...
....Read more...
Type: Permanent Location: Cherry Hill, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:38
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Bring your expertise to JPMorgan Chase and help shape the future of risk management in a world-class organization.
As part of Risk Management and Compliance, you'll be at the center of keeping JPMorgan Chase strong and resilient, using your expert judgment to solve real-world challenges that impact our company, customers, and communities.
Our culture is built on innovation, challenging the status quo, and striving to be best-in-class.
Join a team that values outside-the-box thinking and empowers you to drive meaningful change.
Make a lasting impact by developing strategies that balance growth, risk mitigation, and customer experience.
As a Vice President, Portfolio Risk Management in Chase Card Services, you will be responsible for overseeing new and emerging risks for the business card portfolio.
You will collaborate with senior leaders across Risk Management, Finance, Lending, and Card Business Units, as well as internal and external stakeholders, to ensure strategies drive strong financial performance and robust risk controls.
This role offers the opportunity to lead innovation, influence key decisions, and shape the future of risk management in a dynamic, high-impact environment.
Job Responsibilities:
* Drive risk strategy and innovation by partnering with cross-functional teams and business leaders
* Manage Business Card Strategies for portfolio pricing and/or My Chase Loan.
Conduct risk analysis, generating thoughtful recommendations, building and optimizing risk strategies, working with partners to get strategies implemented, ensuring operational controls, and monitoring performance.
* Collaborate with senior leaders to drive strategic initiatives and influence key business decisions
* Lead inclusively with purpose, integrity, and a focus on continuous professional development and talent management
* Represent Portfolio Management Risk at the leadership table, contributing to strategic direction
* Work with Risk, Lending, and IT teams to launch risk strategies and capabilities, emphasizing strong testing and controls
* Manage risk strategies to drive financial performance and loss mitigation improvements
* Innovate to ensure optimal strategy performance and adaptability to changing business needs
* Partner with Risk Governance, Legal, and Compliance to ensure policies meet regulatory requirements
* Communicate regularly with internal constituents and external regulators to review and enhance risk management practices
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in a quantitative discipline from an accredited college/university
* Minimum 6 years of experience in the Consumer/Business lending industry
* Strong knowledge and understanding of Consumer/Business Credit laws and regulations
* SAS, SQL, and statistical analysis experience
* Proven ability to develop effective controls and manage risk in a complex environment
* Expertise ...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:35
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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: Valencia, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:34
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Join our dynamic Payments organization, a team of talented product managers dedicated to innovating payment services on key platforms.
We aim to revolutionize customer experiences, streamline our business processes, and consistently strive for product excellence.
If you're an analytical thinker with a passion for problem-solving and delivering cutting-edge digital payment solutions, you've found your team.
As a Senior Product Associate inthe Commerce Payments team, you will focus on delivering seamless digital payments experiences that enable and encourage customers to use Chase cards wherever, whenever, and however they want to pay.
You will work on defining, building, and enhancing key payments experiences and platform capabilities related to digital wallets and ecommerce, as well as supporting ongoing product health and performance.
You will partner with Product Leaders and key stakeholders across the organization to develop, launch and manage features including product discovery, product research, requirements gathering and definition, writing user stories and acceptance criteria, and owning issue resolution.
Job responsibilities
* Drive requirements gathering, analysis, and documentation for customer features, collaborating closely with cross-functional teams to deliver seamless user experiences.
* Collaborate with product, analytics, business, and engineering partners to lead and develop product and design strategies
* Define, prioritize and clarify user stories; working with other Product Managers, engineering leads and the leadership team
* Collaborate with UX/UI designers and engineering teams to deliver intuitive, high-impact mobile experiences, ensuring that customer needs and pain points are addressed throughout the product lifecycle.
* Work with business stakeholders and the India engineering team to maintain a healthy backlog and provide visibility across the enterprise, including at the executive level
* Maintain the functional quality of the work being delivered by setting and evaluating expectations and acceptance criteria
* Collaborate with the Agility Leads to run successful Release Planning and Sprint Planning sessions, as well as Sprint Reviews and Retrospectives
* Work closely with developers and testers to ensure requirements and functional designs are translated accurately into working technical designs, test plans and scripts, that will drive desired outcomes
* Conduct pre-release reviews which could include regression testing and Quality assurance to certify the release as production ready, as well as production validation for releases.
Work closely with Product leads, developers, operations and production management teams to research and solve issues or defects that impact our customer experience.
Required qualifications, capabilities, and skills
* 3+ years of experience in product management, financial services, and digital.
* Passion for understanding custom...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:33
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Redefine what's possible in Card Services at JPMorganChase .
We see your ambition-and share it.
Imagine your talent with JPMorganChase behind you.
Delivering payment solutions that millions of customers rely on as part of a team that values fresh thinking, encourages your growth and offers the scale that multiplies your impact.
Shape the future of finance where ambition meets possibility.
As a Senior Product Delivery Associate in Lending Innovations, you are trusted with enabling the delivery of products in a stable and scalable way.
Work with cross-function teams, build key relationships, and enable the product to continuously deliver value.
Job responsibilities
* Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies
* Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements
* Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Demonstrated performance in either product management or relevant domain area
* Experience executing operational management and change readiness activities
* Experience in product deployment processes
Preferred qualifications, capabilities, and skills
* Developed knowledge of the product development life cycle
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and 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 divers...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:32
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Join a collaborative team where your financial insights shape how we invest, operate, and grow.
You'll partner across Finance and Business Management to deliver high-impact analysis and executive-ready insights that drive better decisions.
We value curiosity, clear communication, and the confidence to challenge the status quo.
As a Payments Operations Financial Analysis Vice President in the Finance Management team within Finance & Business Management (F&BM), you provide strategic financial analysis, oversee budgeting and forecasting, and deliver value-added reporting that informs leadership decisions.
You will build trusted relationships across Payments Operations, strengthen financial controls, and help standardize reporting across lines of business.
Job Responsibilities
* Lead annual budgeting and forecasting aligned to business drivers, initiatives, and investments
* Deliver accurate, timely monthly financial reports and assessments, including dashboards and business review materials, with insightful trend analysis
* Build end-to-end financial analysis and operational metrics reporting to inform decision-making
* Partner with Operations and Business Management to align financial architecture and reporting with strategy and objectives
* Integrate cross-line-of-business financial hierarchies to enable consistent, scalable reporting
* Serve as the trusted financial point of contact for Payments senior stakeholders
* Strengthen and maintain robust financial controls and processes
* Coach, mentor, and develop junior team members
* Drive adoption of transformation initiatives across Finance & Business Management (F&BM), aligned to global best practices
* Produce executive-ready materials that clearly communicate key messages and anticipate senior management questions
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in Finance or Accounting
* At least 6 years of relevant experience in accounting/controller roles
* Advanced proficiency in Excel and in data visualization using presentation and business intelligence tools
* Strong verbal and written communication; able to tailor detail to diverse audiences and demonstrate executive presence
* Independent, sound decision-maker who appropriately challenges the status quo
* Team-oriented, inquisitive, and critical thinker
* Able to operate effectively in a fast-paced environment with multiple competing deadlines; adaptable under pressure
* Results driven, proactive, comfortable sharing ideas and opinions; resourceful
Preferred Qualifications, Capabilities, and Skills
* MBA or CPA
* Experience with expense allocation methodologies
* Proficiency with data preparation and automation tools
* Experience in Payments operations or financial analysis within large, complex organizations
* Experience building operational metrics dashboards and performance reporting
* Fa...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:31
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J.P.
Morgan Wealth Management Investment Solutions ("WMIS") provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
Primary Function:
We seek a talented, energetic, hands-on, and highly motivated individual to join our team as an Associate in multi- and single-asset investment research, based in New York, as part of the Investment Director Team ("IDT") within the WMIS Investment & Research Team ("IRT").
The IDT is responsible for conducting ongoing due diligence and collaborating closely with internal portfolio management teams within WMIS, as well as underwriting and onboarding newly developed investment strategies.
The team reviews strategic, tactical, and security-level decisions across traditional, multi-asset, and alternative asset portfolios, and advises on best practices.
The broader IRT fosters a highly collaborative environment across teams and regions.
In addition to investment due diligence, the IRT manages governance, operational due diligence, and research and technology initiatives for Wealth Management discretionary assets.
Responsibilities:
* Conduct investment due diligence on multi- and single-asset class portfolio management teams within WMIS and its affiliates
* Evaluate portfolio risk characteristics and performance drivers to assess portfolio managers' strengths and weaknesses, and provide data-driven recommendations
* Identify and propose investment process improvements, collaborating with portfolio management teams to implement enhancements
* Advise on the development of innovative investment products and support their launch through close collaboration with WMIS partners, including Product Development, Risk Management, Operational Due Diligence, Governance, Quantitative Research, and Legal & Compliance
* Communicate findings and recommendations effectively to senior business leaders
* Monitor financial markets to understand current drivers and sentiment at both the asset class and sub-asset class levels
* Prepare and present materials for governance committee meetings, working with key stakeholders and addressing follow-ups promptly
* Create and distribute periodic business-as-usual ("BAU") reports
* Proactively support teammates and other partners - take on ad hoc research, operational tasks, and challenge assumptions constructively
Qualifications:
* Bachelor's degree required; CFA charter holder or candidate strongly preferred
* 2-4 years of investment industry experience with a strong quantitative skillset and an insatiable appetite to deepen expertise
* Exceptional proficiency in Excel and PowerPoint.
Experience with programming languages such as Python, SQL, etc.
* Solid knowledge of the funds of funds business and enthusiasm for multi-asset portfolio construction and risk management practices
* Deep understand...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:30
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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 ...
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Type: Permanent Location: Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:28
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As part of our team, you'll help modernize our data environment and unlock new opportunities for career growth and skill development.
As a Domain Data Architect, within the Finance Data Mart team, you will partner with Technology and Product teams to design and deliver data domains using Databricks and enable the Finance function to access and analyze essential data, supporting business needs across banking, wealth management, credit cards, auto lending, and home lending.
Job Responsibilities:
* Implement and optimize the Finance Data Mart using Databricks and ThoughtSpot for analytics and reporting
* Design efficient data mart schemas consolidating key data categories from multiple source systems
* Collaborate with data engineers, analysts, and technical specialists to gather and analyze business requirements
* Develop and optimize ETL processes and data pipelines using Databricks
* Partner with Area Product teams and stakeholders to design reporting and analytics solutions and apply design-led thinking to make data discoverable and accessible for analytical needs
* Maintain documentation on data mart architecture, data models, ETL processes, and governance policies and stay current on industry best practices and emerging trends in data management
* Ensure alignment of data solutions with organizational objectives and support the Finance function across diverse business areas
Required Qualifications, Capabilities, and Skills
* Minimum seven years of experience in data architecture, data warehousing, and data integration in financial services; Bachelor's degree in Computer Science, Information Systems, or related discipline
* Expertise in designing scalable data mart architectures, including star and snowflake schemas
* Strong knowledge of data management, data lineage, and data dictionaries
* Proven track record in managing and delivering complex data projects
* Strong written and verbal communication skills
* Proficiency in SQL, Data Modeling, and ERWIN
Preferred Qualifications, Capabilities, and Skills
* Strong knowledge of Amazon Web Services; AWS Certifications preferred
* Experience with Databricks, Snowflake, or other cloud data warehouses
* Experience with market-leading data catalog systems
* Experience with ThoughtSpot, Sigma, Tableau, Alteryx, or Essbase a plus
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-b...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:27
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The commodities team collaborates and partner across Origination, Risk, Logistics, Legal, and Middle/Back Office to drive commercial outcomes and control performance.
Job Summary
As a Vice President in the Commodities Oil Trading team, you will own market exposure, pricing, and the economic performance of structured and physical positions.
You will ensure all trades are optimized, appropriately hedged, and compliant with risk limits.
Job Responsibilities
* Support origination by developing full transaction economics, pricing, and hedge structures.
* Define market-risk management strategies across futures, swaps, and differential hedging.
* Contribute to commercial term drafting that affects pricing, title transfer, incoterms, and exposure mechanics.
* Set and validate product pricing differentials relative to the index used for hedging.
* Execute and manage hedges; monitor and optimize daily position exposure.
* Track P&L drivers, valuation changes, and risk metrics; escalate exceptions per policy.
* Review and update product differentials as market conditions evolve.
* Coordinate closely with Logistics on delivery windows, quality specs, and timing.
* Communicate market insights, performance drivers, and risk positioning to stakeholders.
Required Qualifications, Capabilities and Skills:
* Proven experience in physical oil trading (crude and/or refined products) with direct responsibility for P&L and risk.
* Expertise in derivatives hedging (futures, swaps) and differential structures.
* Strong command of pricing mechanics, location/quality differentials, and exposure measurement.
* Demonstrated ability to interpret and negotiate commercial terms that affect risk and economics.
* Proficiency with trading and risk systems; advanced Excel; comfort with data analysis.
* Excellent communication and cross-functional collaboration skills.
* Operate within limit frameworks and adhere to all policies, procedures, and regulatory requirements.
* Ensure accurate, timely trade capture, confirmations, and reconciliation.
* Uphold highest standards of conduct, compliance, and control rigor.
Preferred Qualifications, Capabilities, and Skills:
* Experience coordinating terminal/transport logistics and scheduling.
* Familiarity with regional benchmarks and price reporting agencies.
* Programming or analytics skills (e.g., Python) a plus.
* Relevant degree in Finance, Economics, Engineering, or related field.
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...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:25
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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: Sunrise, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:24
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Join JPMorgan Chase's Compliance, Conduct and Operational Risk (CCOR) team and make a meaningful impact in safeguarding the firm's integrity and resilience.
As a trusted advisor and independent assessor, you'll help shape a robust risk management culture across Corporate Functions.
Collaborate with top professionals, leverage cutting-edge analytics, and influence strategic decisions in a dynamic, fast-paced environment.
If you thrive on solving complex problems and are passionate about continuous learning, this is your opportunity to excel.
Be part of an innovative team that sets industry standards in risk and compliance.
As a Compliance, Conduct and Operational Risk Vice President in the CCOR Corporate Functions team, you will serve as a key partner in implementing and maintaining the Firm's CCOR Framework focused on the Risk Management organization.
You will interact with Risk Management and global/regional and functional CCOR teams in addition to key stakeholders, including Legal, Internal Audit and other Control functions.
To be successful in this role, you will require the necessary knowledge and experience in the Credit Risk Management framework and oversight processes and familiarity with Compliance, Operational risk management, regulatory and/or audit best practices, and be able to operate independently with minimal oversight.
Job Responsibilities:
* Serving as primary point of contact for delivery of the Firm's Compliance and Operational Risk Program for the Risk Management function.
* Provide Compliance and Operational Risk Management oversight of changes to Business processes, risks and controls that result from industry, regulatory and/or business decisions and strategic initiatives
* Perform independent assessment(s) of compliance and operational risks leveraging CCOR framework (e.g.
review and challenge of process, controls and risk assessments and performing oversight activities)
* Assisting in regulatory reviews, audits, exams and inquiries related to group's activities
* Providing real-time guidance on applicability of regulatory or corporate policies to each group arising from current and prospective transactions
* Drafting and maintaining Compliance policies, procedures and bulletins reasonably designed to support compliance with applicable regulatory obligations, corporate requirements and industry best practices
* Analyze compliance and operational risks to identify and make recommendations for process or control changes and system enhancements
* Partner with Risk Management and within CCOR to strengthen the operational risk environment of the firm using analytics and independent challenge(s)
Required qualifications, capabilities and skills:
* Minimum Bachelor's Degree with minimum 7 years of financial services industry experience
* 5+ years of experience in risk management specific functions e.g., credit risk risk or their control functions such as compliance and/or ope...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:24
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At J.P.
Morgan Advisors we have been helping high-net-worth individuals and families build and manage their wealth for more than 50 years.
Led by an exclusive group of Investment Professionals throughout the United States, J.P.
Morgan Advisors offers clients a broad suite of transactional, wealth management and investment advisory services.
Our Investment Professionals-among the most experienced and creative in the industry-excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.
As a Supervisory Manager in J.P.
Morgan Advisors, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors.
You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.
Job responsibilities
* Monitor investment activities of registered and non-registered employees of J.P.
Morgan Advisors
* Review middle markets, institutional, and retail customer account activity, sales practices, suitability, documents, marketing material and customers' statements to ensure compliance with various regulatory and legal requirements
* Monitor the trading practices of Advisors with respect to regulatory requirements and internal policy
* Assist in the on/off boarding of J.P.
Morgan Advisors staff
* Review client inquiries, issues, and complaints and complete a thorough investigation and provide resolution.
This involves Compliance, Legal, Portfolio Management Risk Management & Control along with Senior Management in the process of reaching an appropriate resolution
* Serve as point of contact for resolution of any questions or issues that may occur during the course of a business day from the various oversight groups.
Be able to provide clear, concise, and timely resolution to these issues as they arise
* Provide policy and procedural training to new employees, assist with continuing education requirements, and provide special training as warranted on specific topics.
Assist Compliance in the dissemination of information relating to changes in policy and regulatory rules.
Discuss Compliance and new product lines with sales personnel
* Act as the main point contact for internal examinations conducted by Compliance and Internal Audit.
This includes representing management in demonstrating adherence to internal policies and procedures, as well as maintaining and providing all necessary documentation in accordance with internal examiners' requests
* Resolve order errors including identifying circumstances, taking market action when necessary to resolve the error, and completing the error reporting and then assigning responsibilities for the errors as necessary
* Review client accounts as outlined by procedures; follow up on issues or make client contact as warranted and in accordance with supervisory guidelines and mai...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:22
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The Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance.
The team partners with management to drive business strategy through projects, analyses and leads ad hoc special projects as well as compliance support.
Business Management needs highly-motivated creative thinkers who can leverage their analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems.
As a Financial Institutions Group Business Manager - Executive Director within the Global Corporate Finance & Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance.
You will partner with management to promote business strategy through projects, analyses, and compliance support.
You will be expected to respond quickly on time-sensitive deliverables and leverage your analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems.
This role requires exceptional relationship management, communication and influencing skills at all levels, and a strong focus on execution.
Job responsibilities
* Advise the Co-Heads of Financial Institutions in all aspects of the business; strategy, controls, people and performance
* Manage the client agenda, establishing a cadence for account plans, review client coverage, relationship status, revenue opportunities, client prioritization, and Client performance metrics
* Develop and oversee the business performance metrics that generate key insights and identifies new opportunities
* Prioritize investment spend to grow the franchise globally
* Create materials for business reviews and other executive leadership presentations to articulate strategic direction, program execution and performance tracking
* Quickly build product and business knowledge to analyze datasets, derive insights and provide key recommendations to stakeholders
* Identify, escalate, and mitigate business risks that could impair our ability to do business: e.g., legal, tax, regulatory, compliance
* Partner with various teams on key initiatives and coordinating stakeholder updates
* Support executive ad-hoc requests with a high-level of responsiveness
* Communicate effectively and be adept at managing a large and complex book of work requiring constant prioritization based on business needs
Required qualifications, capabilities, and skills
* 10+ years in a Business Management capacity and experience with leading teams
* Experience with Investment Banking products
* Strong executive presence with the ability to present well to senior stakeholders
* Skilled at analyzing opportunities & problems, recommending solutions, and communicating effectively & confidently ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:21
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Be part of a team at the forefront of Data and Analytics, where your expertise will help shape strategies that turn data into actionable insights.
This role offers the opportunity to drive data excellence, collaborate with talented professionals, and contribute to impactful initiatives.
Grow your career in a dynamic environment that values innovation, strategic thinking, and continuous learning.
As a Vice President Data Owner in Connected Commerce, you will support the execution of strategic initiatives that enhance the Data Owner experience across the organization.
You will work closely with Data Owners to implement consistent data management practices, drive adoption of firmwide tools, and ensure strategic materials are maintained and up to date.
You will also own a data domain within a specific product, serving as the subject matter expert and enabling the business to innovate through strategic data use while maintaining the highest standards of data quality and protection.
You will help standardize and optimize Data Owner touchpoints and processes, contributing to increased consistency and uplift of the role across the enterprise.
Your efforts will support the development and adoption of frameworks, promote comprehensive data quality processes, and ensure adherence to firmwide controls, audit, and governance requirements.
Job responsibilities
* Assist in the development and maintenance of roadmaps, roadshow, and marketing materials for Data Owners across multiple products in Connected Commerce
* Support the development and adoption of frameworks to standardize the Connected Commerce Data Owner operating model
* Develop processes to monitor and track data usage both within and outside the firm
* Establish and promote comprehensive data quality processes to support AI initiatives and manage consistent execution across Data Owner groups
* Oversee the development and execution of project plans, tracking timelines and milestones for strategic initiatives
* Monitor and anticipate industry trends in data management, processing, and analytical tooling to recommend innovative solutions
* Develop expertise in a data domain within a specific product and build collaborative relationships as the domain expert
* Partner with aligned Product leads, Tech leads, and Data Scientists to drive increased business value through the identification of data required to support business capabilities and advanced analytics
* Identify the scope of critical data within the business, ensuring prioritized data is well-documented and classified with metadata
* Ensure adherence to firmwide controls, audit, and governance requirements related to data integrity and protection
* Assist in sprint planning, execution and other scrum events for technology development teams focused on data publishing and quality
Required qualifications, capabilities, and skills
* Exceptional skill in designing visually compelling, s...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:19
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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
* 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 from consideration for this position.
Your continued employm...
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Type: Permanent Location: Temple Terrace, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:18
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Licensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* A valid and active Series 7 and Series 63
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days)
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 financia...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:17
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information:
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's households a...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:16
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Join a high-growth team shaping how we use data to drive sales strategy and performance.
You'll turn complex information into clear, actionable insights leaders rely on to grow the business.
As a Sales Reporting Business Manager in Chase Media Solutions, you translate data into clear narratives that inform strategy and day-to-day execution.
You build and scale robust reporting that leaders trust, while partnering across Finance, Sales, Product, and Marketing to align on metrics and drive improvement.
You focus on revenue, pipeline, market opportunity, and sales productivity, delivering dashboards and analyses that accelerate outcomes.
Job Responsibilities
* Deliver recurring and ad-hoc analysis across revenue, pipeline, pricing, profitability, forecasting, and conversion.
* Build, maintain, and enhance Tableau dashboards for revenue and pipeline trends, campaign performance, market insights, and sales productivity.
* Translate data into executive-ready stories, recommendations, and decision materials.
* Align metrics and definitions with Finance, Sales, Product, and Marketing; lead cross-functional reporting initiatives.
* Establish reporting standards, logic, and refresh cadences to ensure accuracy and repeatability.
* Monitor and remediate data-quality issues; partner with stakeholders to improve sources and definitions.
* Increase dashboard usability, performance, and adoption through training, feedback loops, and ongoing enhancements.
* Present insights to senior leaders and recommend actions to improve performance against targets.
* Conduct market sizing and segmentation analyses to identify whitespace and benchmark competitors.
* Track performance versus forecasts; surface risks and opportunities with clear, data-driven plans.
* Maintain documentation and uphold data governance and control expectations.
Required Qualifications, Capabilities, and Skills
* 6+ years using Tableau and Microsoft Excel to support sales, marketing, or revenue reporting.
* Expertise in revenue and pipeline analysis, forecasting, pricing, and productivity measurement.
* Proven ability to turn complex data into actionable insights and executive narratives.
* Strong communication, presentation, and stakeholder-management skills.
* Demonstrated success partnering with Finance, Sales, Product, and Marketing.
* Experience designing dashboards and scalable reporting processes.
* Hands-on approach to data quality, metric definitions, and documentation.
* High attention to detail; strong organization and prioritization in a fast-paced environment.
* Collaborative, proactive, and accountable mindset.
Preferred Qualifications, Capabilities, and Skills
* Experience with Salesforce reporting and data structures.
* Familiarity with sales-territory and quota processes.
* Background in market sizing, competitive analysis, and business-case development.
* Ex...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:15
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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 in Trust & Safety Client List Screening (CLS), 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
* Implement Data Management uplifts and re-onboarding of files for Client List Screening to satisfy the Global Financial Crimes Compliance (GFCC) Data Integrity Standards
* Delivers new product enhancements and offerings by working directly with Technology, Business and Operations partners, to define efforts, write effective requirements to deliver outstanding results
* Assists the Product Owner to develop a strategic analysis approach and structure required to achieve key deliverables and assist in overall project management, risk management, and organizational readiness activities
* Coordinates User Acceptance Testing and Business / Operations Readiness
* Monitors systems production health and acts swiftly when issues arise that may impact customer experience or the business.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or AML/BSA role
* 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
* BA/BS or relative experience
* Demonstrate advanced knowledge of JIRA and Scrum events (backlog refinement, sprint planning, sprint review and sprint retrospectives)
* Intellectually curious, committed, self-starter who is capable of working under minimum supervision
* E...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:14
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Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you're looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's entrepreneurial spirit and professional development opportunities await.
As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.
Job responsibilities
* Develop strong business relationships through proactive calling of prospects, engaging in consistent networking and seeking referrals
* Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events
* Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
* Analyze commercial multifamily real estate cash flow and valuation
* Model various financial assumptions to select the best mortgage product for the client
* Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
* Drive the loan package through the process by assessing status and leveraging internal business partners
Required qualifications, capabilities, and skills
* Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
* Strong desire to be a contributing member on a sales team or an independent producer
* Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
* Excellent time management, verbal communication and presentation skills
* Enthusiastic, self-motivated, ambitious, team player
* Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
* Able to identify new sources of business by researching industry and related events, publications, and announcements
Preferred qualifications, capabilities, and skills
* A college degree with a major in a related field or commensurate experience in the financial services industry
* Experience cold calling
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 ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:13
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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: Chattanooga, US-TN
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:12
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Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you're looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's entrepreneurial spirit and professional development opportunities await.
As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.
Job responsibilities
* Develop strong business relationships through proactive calling of prospects, engaging in consistent networking and seeking referrals
* Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events
* Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
* Analyze commercial multifamily real estate cash flow and valuation
* Model various financial assumptions to select the best mortgage product for the client
* Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
* Drive the loan package through the process by assessing status and leveraging internal business partners
Required qualifications, capabilities, and skills
* Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
* Strong desire to be a contributing member on a sales team or an independent producer
* Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
* Excellent time management, verbal communication and presentation skills
* Enthusiastic, self-motivated, ambitious, team player
* Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
* Able to identify new sources of business by researching industry and related events, publications, and announcements
Preferred qualifications, capabilities, and skills
* A college degree with a major in a related field or commensurate experience in the financial services industry
* Experience cold calling
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 JPMor...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:10
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Embark on a rewarding career journey with JPMorgan, where your expertise will help shape the future of ETF trade support operations.
As a valued member of our team, you'll have the opportunity to grow professionally, drive meaningful change, and make a significant impact on our trading services.
Join us to advance your career in an environment that values innovation, collaboration, and continuous improvement.
Job Summary
As a Trading Services Senior Associate within JPMorgan's Exchange Traded Funds (ETF) Create/Redeem Middle Office, you will play a pivotal role in managing the ETF trade lifecycle from a primary market perspective in a dynamic and high-risk environment.
You will partner closely with Traders, Market Makers, Custodians, ETF issuers, and a range of internal infrastructure teams to ensure seamless order processing and settlement.
A core focus of this role is on strengthening and enhancing control frameworks, proactively identifying opportunities to improve risk management and operational processes across all aspects of the trade lifecycle.
This position offers a unique opportunity to contribute to the firm's success while collaborating with a diverse team committed to excellence.
Job Responsibilities
* Oversee and support order placement for agency and principal create/redeem ETF transactions across a variety of underlying assets, ensuring seamless integration of technology-driven processes.
* Execute intra-day and end-of-day processes, leveraging automation and data analytics to ensure accurate trade capture, reconciliation, and book management.
* Analyze operational data to identify trends, root causes of exceptions, and opportunities for process optimization; proactively recommend and implement improvements.
* Utilize scripting languages (e.g., Python, SQL) to automate routine tasks, support data analysis, enhance reporting, and improve workflow efficiency.
* Perform daily reconciliation of traders' P&L and trade bookings, using technology solutions to promptly investigate and resolve discrepancies and mitigate risk.
* Act as a key liaison between the front office, back office, and external counterparties to review and resolve trade breaks and settlement issues
* Facilitate effective communication with clients and cross-functional teams to identify, escalate, and address real-time risk and operational issues.
* Participate in and lead strategic initiatives focused on process improvement, automation, business architecture enhancements, and the adoption of emerging technologies.
* Leverage understanding of large language models (LLMs) and AI-driven solutions to streamline operations, enhance client outcomes, and support control-related projects.
* Actively contribute to the development, implementation, and ongoing enhancement of robust control measures, incorporating technology and automation into control frameworks.
Required Qualifications, Capabilities, and Skills
* Bache...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:09
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Saint Augustine, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:07
