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The JPMorgan Internal Audit department is seeking a qualified candidate to join the Chief Data & Analytics Office Audit team.
As a Technology Audit Manager, Vice President within the Chief Data & Analytics Office, you will be responsible for assisting with ongoing risk assessment, control identification, audit execution and continuous monitoring activities across the CDAO organization.
CDAO governs and enables firmwide AI/ML capabilities, drives strategy and solutions to maximize the value of data across the firm, as well as designing and delivering enterprise data and analytics capabilities through key products and platforms.
You are the ideal candidate if you have extensive technology audit experience, with an interest and understanding of Artificial Intelligence and Data, as well as the audit and risk skills to be able to effectively lead global audits.
As an Audit Manager - Vice President, you will develop and execute the annual audit plan, manage audit engagements, oversee and perform audit testing, manage audit staff and participate in applicable control and governance forums.
Internal Audit is an independent function at JPMorgan Chase that aims to enhance and protect the firm by providing risk-based and objective assurance, advice, and insight.
We work with every Line of Business and Corporate Function to assess the internal control processes that drive our global business - identifying areas of improvement to help safeguard the firm.
Using cutting-edge audit technology, data, methodology and sound judgement, we bring a systematic and disciplined approach to evaluating and improving the effectiveness of governance, risk management and controls.
We're proud of our reputation for excellence, integrity and collaboration - our priorities of strong governance, transparency and strategic engagement, along with our people-first culture centered around diversity, equity, inclusion, teamwork, career progression and continuous learning, have helped us create a coveted workplace where everyone feels like they belong.
Our global team is made up of more than 1,200 talented and passionate individuals in more than 20 countries around the world.
Job Responsibilities:
* Lead and participate in audit engagements from planning to reporting and produce quality deliverables to both department and professional standards while ensuring audits are completed timely and within budget
* Partner with colleagues and stakeholders to evaluate, test and report on the design and operating effectiveness of management's controls
* Communicate audit findings to management and identify opportunities for improvement
* Create and maintain collaborative working relationships with stakeholders, while providing independent challenge
* Effectively manage teams where required, performing timely review of work performed and providing honest and constructive feedback
* Contribute to a collaborative working environment with team members and peers, s...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-10-02 09:07:14
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Posting Description
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 an Investment Professional in the U.S.
Private Bank, you will provide integral daily support to Investors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
* Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
* Create mandates for discretionary accounts
* Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis.
Work with Team Leader to monitor risk metrics across the team
* Work with Team Leader to monitor Client Advisor loadings.
* Submit and monitor fee schedules and billing
* Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
* 3+ years of relevant professional experience
Required Qualifications, Capabilities, and Skills
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and locat...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2024-10-02 09:07:13
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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 Acquiring Platform Enablement, 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.
Acquiring Platform Enablement creates and manages the client and platform configuration ecosystem for merchant payments products globally.
This includes the APIs and services to store, manage, and service payment configurations and features.
This functionality underpins the client ability to use our products and build solutions that fit their needs, in self-service and assisted channels.
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
* Designs product platform solutions with APIs, services, and data-driven insights that deliver experiences across client journeys, focusing on configurability
* Maintains a product architecture that reduces time-to-market for new features, simplifies internal/external dependencies, and enables global scaling
* Provides a clear, documented vision and scope via use cases, product requirements, epics, and stories to support agile scrum teams
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Strong experience in complex client structures, including marketplaces, payment facilitators, and franchises
* Proven ability to deliver business critical platform services and products, including client boarding APIs
* Bachelor's degree or e...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-10-02 09:07:12
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Job Profile:
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 take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
....Read more...
Type: Permanent Location: Huntington, US-NY
Salary / Rate: Not Specified
Posted: 2024-10-02 09:07:11
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Job Profile:
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 take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
....Read more...
Type: Permanent Location: Buffalo, US-NY
Salary / Rate: Not Specified
Posted: 2024-10-02 09:07:11
-
Job Profile:
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 take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
....Read more...
Type: Permanent Location: Syracuse, US-NY
Salary / Rate: Not Specified
Posted: 2024-10-02 09:07:09
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Job Profile:
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 take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
....Read more...
Type: Permanent Location: West Hartford, US-CT
Salary / Rate: Not Specified
Posted: 2024-10-02 09:07:07
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Corporate Sector with in the GAP team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As an experienced member of the Gaia Application Platform team, we look first and foremost for people who are passionate around solving business problems through innovation & engineering practices.
You will be required to apply your depth of knowledge and expertise to all aspects of the software development lifecycle, as well as partner continuously with your many stakeholders on a daily basis to stay focused on common goals.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
* 8 plus years of relevant experience in software engineering
* Significant experience in application, data, and cloud architecture disciplines
* Proficiency in multiple modern programming languages, primarily Java and secondarily Python and frameworks like Spring & Spring Cloud Services
* Knowledge of industry wide technology trends and best practices including Agile Methodologies, SDLC Automation, and Security & Controls as it pertains to software & cloud engineering
* Ability to build scalable APIs that conform to modern API standards and industry guidance
* Ability to work in small & large, collaborative teams to achieve organizational goals, and passionate about building an innovative culture
* Ability to lead less experienced individuals to help everyone on the team become better software engineers
* Obsession for the Customer Experience
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most promin...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-10-02 09:07:07
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J.P.
Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
A s a Product Owner for Portfolio Manager Toolkit, you will be an integral part of the Multi-Asset Portfolio Solutions team, supporting the Portfolio Manager function through shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
The team is uniquely positioned working directly with the business and in many cases as an extension of the business.
As Product Owners, you are responsible for driving the direction of the platform, maintaining a Product Cabinet, and prioritizing the decisions made for the platform.
The Product work has substantial impact across the business / firm and is geared towards revenue enhancement, cost reduction, risk mitigation, process improvement, increasing reach for insights or other priorities as defined by management.
Job Responsibilities:
* Own the product's vision and execute your strategy to realize it, while rigorously applying product best practices to stay abreast of the latest market and technology opportunities.
* Complement a strong product intuition with data-informed evidence to actively manage the product backlog in an agile development environment.
Critically evaluate data, information, ideas, and arguments when determining what should be built, and describe what is needed with well-written stories.
* Drive data quality testing and improvement efforts across the platform.
Distill insights from data across diverse users, business, and industry sources.
* Set motivating objectives for the business and your team with well-designed OKRs that measure success by the business outcomes your product achieves.
* Manage Area Product Owners and Business Analysts aligned to the product
* Drive committed partnerships with your business stakeholders, Engineering, Design, and Product peers.
Required qualifications, capabilities, and skills:
* Graduate / Post-Graduate, with a minimum of 15 years of experience in Banking / Financial Services; includes hands-on product manager with demonstratable experience in agile product practices throughout the product lifecycle and prior experience as a Portfolio Manager with ability to interface with Multi Asset Portfolio Managers
* Asset and Wealth Management experience within Multi-Asset Portfolio Solutions with working knowledge of fund of funds business and a variety...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-10-02 09:07:05
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: New Albany, US-OH
Salary / Rate: Not Specified
Posted: 2024-10-02 09:07:04
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The Global Fixed Income, Currency and Commodities team (GFICC) at J.P.
Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets.
Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists.
Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies.
Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies.
J.P.
Morgan Asset Management's Customized Bond Portfolio (CBP) team manages more than $160 billion of assets across the strategies mentioned above.
As a High Yield Portfolio Manager within the Global Fixed Income, Currency & Commodities (GFICC) team, you will be responsible for designing, constructing, and implementing separately managed high yield credit portfolios.
You will work closely with a team of deeply experienced fundamental credit research analysts and traders.
You will be responsible for providing analysis of portfolio positioning, sector allocations, key risk metrics, and determining account & portfolio suitability of securities for participation in investment recommendations.
You will develop and optimize portfolios to outperform client defined benchmarks utilizing relative value, macro, and microeconomic analysis.
Job Responsibilities
* Perform high yield credit investing with an emphasis on risk/return analysis, individual security selection, and limiting downside risk
* Construct and continually monitor diversified portfolios designed to outperform client defined benchmarks and/or meet specific client objectives
* Provide analysis of portfolio positioning, sector allocations and key risk metrics
* Study market commentary, research opinions, and economic forecasts to assist in determining strategic and tactical portfolio level strategy
* Actively participate and represent the platform's philosophy, process & strategy styles at client, consultant and internal meetings
* Participate in the design, development and implementation of new business processes, technologies and workflows using your industry and asset class-specific knowledge
Required qualifications, capabilities and skills
* Minimum 7+ years of credit portfolio management experience, specifically within levered/extended credit
* Idea generation and implementation in risk budgeting, analysis, portfolio sector allocations and trading skills are all important to success in this position
* Strong aptitude to identify and minimize investment/business risk
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-10-02 09:07:02
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Louisville, US-KY
Salary / Rate: Not Specified
Posted: 2024-10-02 09:07:00
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Saginaw, US-MI
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:59
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Werde Aushilfe / Abrufkraft als Postbote für Pakete und Briefe in Memmingen
Als Aushilfe / Abrufkraft bist du an einzelnen Tagen oder auch stundenweise für uns tätig.
Nach einer bezahlten Einarbeitung kannst du sofort in deinem neuen Nebenjob starten.
Was wir bieten
* 16,92 € Tarif-Stundenlohn (inclusive regionale Arbeitsmarktzulage)
* Du kannst sofort starten – Aushilfe / Abrufkraft / Studentenjob
* Flexible Arbeitszeiten an vereinbarten Arbeitstagen
* Kostenlose Bereitstellung von hochwertiger Arbeitskleidung
* Ausführliche Einweisung (bezahlt) – wir machen dich fit für die Zustellung
* Ein krisensicherer Arbeitsplatz, garantierte Gehaltssteigerung gemäß Tarifvertrag und pünktliche Gehaltszahlungen
Deine Aufgaben als Zusteller bei uns
* Zustellung von Brief- und Paketsendungen mit zur Verfügung gestellten Hilfsmitteln
* Auslieferung an bestimmten Tagen (zwischen Montag und Samstag)
* Sendungen im Durchschnitt unter 10 kg
* Zustellung mit unseren Geschäftsfahrzeugen, bspw.
vollelektrische Fahrzeuge
Was du als Aushilfe / Abrufkraft bietest
* Du darfst einen Pkw fahren
* Du kannst dich auf Deutsch unterhalten
* Du bist wetterfest und kannst gut anpacken
* Du bist zuverlässig und hängst dich rein
* Du bist mindestens18 Jahre alt
Aushilfe / Abrufkraft bei Deutsche Post DHL
Als Postbote bringst du den Menschen in deinem Bezirk Post- und Paketsendungen.
Dabei lässt du dir von keinem Wetter die Laune verderben.
Auch Quereinsteiger oder Studenten sind bei uns herzlich willkommen, denn du zählst, wie du bist!
Wir freuen uns auf deine Bewerbung als Fahrer, am besten online! Klicke dazu einfach auf den 'Bewerben'-Button – auch ganz ohne Lebenslauf.
MENSCHEN VERBINDEN, LEBEN VERBESSERN
#werdeeinervonuns
#werdeeinervonunspostbote
#minijob
#jobsNLAugsburg
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Type: Contract Location: Memmingen, DE-BY
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:58
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Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Manager in Corporate Sector, Tech Risk and Controls Space, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards.
You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards.
By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business.
Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations.
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals.
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work.
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance.
* Support team on periodic audit readiness, regulatory assessments, and exam management.
* Work closely with Azure Engineering and Product Security teams to identify and validate security and controls requirements through testing and evidencing Azure policies.
* Be a Subject-Matter-Expert on all firmwide technology risk domains and proactively manage related cybersecurity and technology control requirements, escalating where there are gaps and delivering tactical and strategic remediation plans.
* Deliver periodic departmental Key Performance Indicators (KPI) and Key Risk Indicators (KRI) metric tracking and timely reporting, highlighting successes and delivery risk acceptance and risk mitigation strategies.
* Assess Cloud Security Control Design adherence to the industry standards and local policy and regulations.
* Facilitate communication between all stakeholders to ensure that work is prioritized appropriately to meet business objectives, managing competing priorities of Cloud Tech Risk and Controls.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technology risk management, information security, or related f...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:57
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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: Powder Springs, US-GA
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:56
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Vice President within the Middle Market Banking & Specialized Industries (MMBSI) Credit Risk team, you will partner with a cross functional team delivering credit solutions that support a range of needs from working capital and general corporate purposes to tax-exempt financing.
Credit executions range from bilateral structures to the syndicated finance bank market.
You will have the ability to develop a broad and deep understanding of the business, financial and industry risks faced by clients in the assigned portfolio and utilize that view to properly risk grade borrowers, analyze credit requests, structure credit facilities and negotiate credit agreements and other loan documentation.
Job responsibilities:
* Utilize excellent credit analysis and financial modeling skills to underwrite and structure new transactions and work independently on the assigned credit portfolio.
Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
* Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
* Lead complex transactions including negotiations and legal documentation for bilateral and syndicated finance structures.
* Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving.
* Act with a sense of urgency and execution to meet both internal and client deadlines.
* Partner effectively to develop fulsome client relationships, including being looked to as an expert on Structuring and Credit Policy and will be viewed as the "go-to" person for credit by both internal partners and clients.
* Provide leadership in the market by being a positive contributor to the team, including being a mentor to less experienced team members, embracing change and participating in various projects or improvement exercises for the benefit of the organization.
* Demonstrate excellent communication skills both internally and externally and use those communication skills to effectively solve problems.
Required qualifications, skills and capabilities
* BA/BS/BBA degree is required
* At least 5 years' experience in commercial banking/lending including extensive credit analysis, structuring and loan documentation experience
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:55
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At JPMorgan, we are not looking for job seekers.
We seek change makers who want to make an impact!!
As a Data Owner Senior Associate within the Operations Data Ownership team at JPMorgan, you will be a key player in accelerating data product development and management, aligning to business and product objectives, and improving the Chase customer experience.
You will create plans for the development and delivery of product data, work closely with key partners, and lead the publishing of voice data to the Data Lake.
Your role will also involve managing the execution of tasks to comply with firm-wide policies related to data integrity and protection.
This role offers the opportunity to make a significant impact and promote change within the organization.
Job Responsibilities -
* Create plans for the development and delivery of product data to support strategic business objectives, business operations, advanced analytics, and metrics and reporting.
* Work with key partners to drive an understanding of the data and its use within the business.
Provide subject matter expertise with respect to the content and use of data in the product and associated business area.
* Identify the scope of critical data within their product, ensuring that the prioritized data is well-documented as to its meaning and purpose, and classified accordingly with metadata to enable its understanding and control.
* Lead publishing of voice data to the Data Lake and strategize towards that goal.
* Support the aligned Data & Analytics lead for their product by identifying data required to be integrated into analytics platforms to support analytics projects.
* Work closely with the Area Product Owners to scale the data ingestion and modernization process along with architecture and movement of data to the Data Lake.
* Aid in creating end to end data flows by analyzing business processes for every Machine Learning use-case.
* Develop processes and procedures to identify, monitor, and mitigate data risks for data in the product, including risks related to data protection, data retention and destruction, data storage, data use, and data quality.
* Manage the execution of tasks to comply with firm wide policies, standards, and procedures related to the integrity and protection of data in the product.
* Develop relationships with product data delivery partners and data consumers, including leaders in the Business, Technology, Analytics, Operations, Risk and Control functions.
Required qualifications, capabilities and skills -
* 6+ years of industry experience in a data-related field.
* 5+ years of experience within technology engineering, AWS, cloud modernization as it relates to data analytics.
* Subject matter expertise in business or product data or processes including Product Management Leadership discipline.
* Understanding of Agile technological development methodology.
* Demonstrated ability to manag...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:54
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Join the Corporate Development Commerce team and help chart a new partnership path for Chase.
As a Vice President on the Corporate Development team, you will think strategically, build and leverage relationships across various lines of business, and find ways to manage, execute and deliver on key partnerships.
You will provide innovative, forward-thinking ideas, and work in a fast-paced, dynamic environment alongside senior leaders across the bank to build and deliver partnerships that drive Chase forward.
The Corporate Development Team is responsible for all strategic partnerships, investments and acquisitions at Chase across our major consumer businesses, including the Connected Commerce, Consumer Bank, Business Bank, Card Services, Home Lending, Travel, Digital and Auto.
The team specific focus is on Offers & Shopping, Loyalty, and Card, as Chase seeks to become a leading innovative player in the space to bring new value to our customers.
Across these businesses, the team is responsible to drive partnerships, investments and acquisitions for Chase Offers enhancements, scaling up the Shopping business and value prop, optimizing and elevating the Loyalty Ultimate Rewards business, expanding Chase Experiences opportunities and functionalities, develop our Credit Score products, and more.
To support this vision, we work hand in hand with the product teams to procure ground-breaking partnerships that will boost consumer engagement.
In this vertical, the team works with an established group of executive leaders to grow the business in these key spaces.
Job Responsibilities
* Work cross-functionally within Chase and JPMC and with external partners to identify, negotiate, and execute key partnerships that drive business results and support the business strategy
* Collaboratively develop partnership strategy with the lines of business, including identifying key elements of the strategy, completing analysis, and making recommendation
* Develop and help deliver specific partner proposals with the lines of business, including overall vision, partnership economics, and product integration
* Work in conjunction with finance, legal, risk, control, compliance and other functional partners to develop financial business case, deal constructs, and other key terms associated with partnership
* Monitor external environment for important competitive developments and potential partnership opportunities and communicate more broadly to key line of business partners as necessary
* Ensure all deals and business development is executed in accordance with policies, controls, key functional partners, and Corporate Development procedures
Required qualifications, capabilities and skills
* Significant partnership, strategic alliance, or deal execution experience and/or strategy and/or consulting experience
* Strong communication, presentation, and influencing skills - ability to collaborate and build relationships with colleagues...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:53
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Billings, US-MT
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:52
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Join our Quality Team of Private Bank Operations today! This role offers you the opportunity to join a diverse team of individuals and make a difference each day.
As a Quality Assurance Tax Analyst on our Quality Team of Private Bank Operations (International) you will preform quality assurance reviews, participate in cross functional meetings, provide guidance and consultation to data owners, and work collaboratively with stakeholders and management to ensure quality performance is monitored, communicated, and implemented in accordance with firm wide policies and standard operating procedures.
Job Responsibilities:
* Perform quality assurance review of data set up at client onboarding, withholding and reporting stages for tax and reporting purposes
* Work with members of the Tax and Client Onboarding team on inquiries on tax withholding and reporting rules (i.e.
for instance on Common Reporting Standards (CRS), on US tax: Chapter 3, QI and Chapter 4, FATCA, on other national Indirect Taxes)
* Contribute to continuous improvement and development of the quality program
* Provide general assistance to data owners and approvers
* Interpret firm policies and compliance requirements for incorporation into company systems/procedures
* Work with members of the Tax And Client Onboarding team strengthening, updating/creating procedures and setting controls in place
* Participate as required to meet schedules or resolve problems at peer level
* Perform additional responsibilities assigned by management which may include assistance with process transfers, partner communications, maintenance of quality agreements, etc.
* Document and deliver information regarding due diligence rules for client identification, documentation, withholding and reporting
Required qualifications, skills and capabilities:
* Knowledge of financial principles and procedures
* Good knowledge of CRS (Common Reporting Standards) and KYC
* Knowledge of US tax - W-9, /W-8 and supporting documentation, the QI regime, FATCA law and privacy laws
* Attention to detail and diligence
* Strong interpersonal, written and oral communication skills
* Self-starter, able to work independently and as part of multicultural teams
* Proficient in organizing, priority-setting, and issues management
* Bachelor's degree in a business field or other field with equivalent work experience
Preferred qualifications, skills and capabilities:
* Experience using the tax and/or client onboarding tools and applications
* Knowledge of Olympic/DTS/ICR
* Knowledge on the Common Reporting Standards (CRS) in conjunction with the Automatic Exchange of Information
* Fluent in English, Italian, French appreciated, German a plus
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corpo...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:52
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Job Profile:
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 con...
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Type: Permanent Location: Cypress, US-TX
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:51
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You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is conti...
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Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:50
-
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: Douglasville, US-GA
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:49
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J.P.
Morgan Asset Management, a leading global alternatives manager, offers innovative solutions backed by vast resources and robust governance.
We provide customized alternative portfolios tailored to client needs, spanning real estate, private equity, credit, and more.
Our Real Estate America's (REA) team manages commercial and residential real estate investments, controlling investment risk and optimizing financing strategies.
As a Separate Accounts Real Estate Controller within our dedicated financial management team, you will assist with the financial oversight of several separately managed accounts and targeted strategy funds.
This includes meeting both client and internal reporting requirements.
You will collaborate closely with a team of seasoned professionals, overseeing and participating in all facets of real estate financial analysis, accounting, taxation, treasury functions, internal controls, external auditors, and third-party service providers.
Our team provides support to approximately 35 Real Estate Separate accounts.
Job Responsibilities
* Review and analyze property financial information.
Ensure that all investments are accounted for in accordance with current policies and procedures as well as GAAP and review management agreements, loan documents, and partnership agreements to ensure Fund's compliance.
* Manage the month-end and quarterly pricing, financial reporting and accounting of real estate Funds (with some oversight of individual direct real estate assets).
Produce quarterly/annual reports for Fund.
Responsible for quarterly debt mark-to-market process.
Prepare covenant analyses for third party debt/lines of credit
* Prepare and review cash flow, profitability and return on investment analyses used for portfolio management decision-making and oversight of payments made at the fund level, in addition to treasury maintenance (includes tax payment process).
Field questions and run analyses for the Fund's Portfolio Manager and Director of Finance
* Oversee third parties monitoring their compliances with responsibilities, audits, budgets and deadlines.
* Oversee payments made at the fund level, in addition to treasury maintenance (includes quarterly tax payment process).
* Develop and maintain relationships for all internal and external clients and consultants.
Required qualifications, capabilities and skills
* Minimum of 10 years of Accounting experience
* Bachelor's degree with a major in Accounting
* Certified Public Accountant (C.P.A.)
* Experience coaching and mentoring peers and audit team
* Strong accounting, analytical and problem-solving skills
* Understanding of investment structures, waterfalls, mortgage documents, development agreements, partnership agreements, and purchase and sale agreements.
Preferred qualifications, capabilities and skills
* Real Estate accounting experience preferred
JPMorgan Chase & Co., one of the oldest financial inst...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-10-02 09:06:48
