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JOB DESCRIPTION
The Reverse-Flow Underwriter will be responsible for reviewing and evaluating renewal and new, global business accounts in accordance with established underwriting guidelines.
The candidate will work on US admitted accounts of all sizes.
Lines of business include General Liability, Property, Automobile, Worker's Compensation and Umbrella.
Other duties of this role can include but are not limited to:
* Working closely with Chubb Overseas General and Canadian underwriters as well as US brokers to coordinate pricing, coverage, terms and conditions as part of a global controlled master program.
* Provide account management services that will integrate the US coverage into a worldwide controlled master insurance program.
* Responsible for conducting renewal review and development of new business for the Chubb Overseas General and Canadian branches assigned.
* Work effectively and collaborate with a team of underwriters, underwriting associates, operations, claims and loss control personnel worldwide.
* Build relationships with US brokers and international underwriters.
* The position may require periodic travel.
Note: The ideal candidate should be willing and able to work from our Philadelphia office in the long - term.
QUALIFICATIONS
The
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:40
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CONSTRUCTION SERVICES PRACTICE
Michael Baker International's Construction Services staff supports clients by acting as their trusted on-site agent through all phases of construction, from pre-design to close-out, by providing qualified construction managers, inspectors, constructability reviewers, schedulers, estimators and safety experts.
As new technologies evolve throughout the construction industry, innovative ideas are required to maintain and deliver successful construction projects.
DESCRIPTION
Michael Baker is seeking a Construction Intern to join our construction services team! The Intern will directly support construction management teams in the overall facilitation of projects in design, procurement, construction, and/or closeout phases.
In addition to technical assignments, this position may involve assisting with administrative duties and tracking progress on current projects.
Responsibilities include:
* Review, route, and develop technical construction management documentation (RFIs, submittals, bulletins, meeting minutes, pay applications, etc.)
* Communication, coordination with internal and external personnel performing physical work onsite, including contractors and subcontractors.
* Onsite reviews of physical work of active projects for conformance with plans and specifications
* Review plans and specifications associated with assigned work on active construction contracts and notify the manager of apparent constructability issues or errors.
* Assist with answering detailed contractor questions about plan and specification requirements.
* Help identify contractor means and methods that are inconsistent with plans and specifications and discuss needed changes.
PROFESSIONAL REQUIREMENTS
* Pursuing educational opportunities in Civil Engineering, Construction Engineering, Construction Management, or related construction field
* 0-3 years of experience in construction design, construction management, or related work
* Willing to pursue technical certifications
COMPENSATION
The approximate compensation range for this position is $18- $20 per hour.
This compensation range is a good faith estimate for the position at the time of posting.
Actual compensation is dependent upon factors such as education, qualifications, experience, skillset, and physical work location.
About us
Michael Baker International, a leading provider of engineering and consulting services, including design, planning, architectural, environmental, construction and program management, has been solving some of the world's most complex infrastructure challenges for more than 80 years with a legacy of expertise, experience, innovation and integrity.
Based in Pittsburgh and with nearly 100 offices nationwide, we partner with clients on everything from roads, bridges, tunnels, mass transit, and airports, to water treatment plants, arctic oil pipelines, environmental restoration and specialized overseas construction....
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Type: Permanent Location: Greensboro, US-NC
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:39
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JOB DESCRIPTION
Summer Internship Business Technology Intern - Data Science
Automatizar los reportes financieros de D&A usando databricks.
Mediante la construcción de bases de datos y el uso de bases internas de finanzas se tiene que construir una suite de reportes que ayude a monitorear el OPEX de Data & Analytics de forma mensual, trimestral y anual.
El monitoreo es de OPEX relacionado a los siguientes conceptos Outside Services, Travel, IT.
QUALIFICATIONS
Must
Working
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:38
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JOB DESCRIPTION
Summer Internship Personal Lines - Regional Performance Report Project
Generate a quarterly report with an overview of claims performance and its key drivers by region and portfolio.
This report will be shared with local teams to open a discussion about the current status and identify areas for improvement.
QUALIFICATIONS
Must
Working
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:37
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JOB DESCRIPTION
Summer Internship Program with SPL Dashboard Account Management
Optimize data visualization using QlikSense based on information provided by the regional actuary and local claims teams.
QUALIFICATIONS
Must
Working
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:36
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JOB DESCRIPTION
Summer Internship Risk, P&C - Getting Ahead of Change
From Risk Engineering: Adding value to Property's UW process to make it more agile.
QUALIFICATIONS
Must
Working
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:35
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Join JPMorgan's Securities Services team as a Client Solutions and Implementations Manager, where you will manage diverse client projects and deliver innovative solutions across a range of financial products.
As a Client Solutions and Implementations Manager, you will be responsible for managing projects for a diverse client base, including Asset Managers, Hedge Funds, Private Equity Funds, and more.
You will cover all Securities Services products, from Custody to Trading Services, ensuring successful implementation and client satisfaction.
Job responsibilities:
* Drive the client requirements gathering process and propose target solutions.
* Ensure client requirements are understood and documented with appropriate sign-off.
* Develop and manage project delivery plans and facilitate client legal agreements.
* Execute plans with robust governance and reporting, managing project risks.
* Manage virtual teams across multiple locations and disciplines.
* Execute post-implementation reviews to improve practices.
* Prioritize, track, and report on all projects in the pipeline.
* Ensure compliance with all controls and procedures.
* Own project communication to internal and external stakeholders.
* Deliver high levels of client satisfaction.
Required qualifications, capabilities, and skills:
* Working knowledge of multiple Securities Services products.
* Project and program management skills.
* Clear, articulate, and concise verbal and written communication.
* Client-facing skills and ability to influence collaboratively.
* Strong presentation skills and risk resolution capabilities.
* Ability to systematically remove ambiguity from projects.
* Work well in an evolving environment.
Preferred qualifications, capabilities, and skills:
* 3-5 Years in Financial Services, particularly Securities Servicing Industry.
* 2+ years in a client-facing implementation role or commensurate experience.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those 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 a...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:32
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We are seeking an established , dynamic and results-driven individual to join the North American Emerging Markets Credit Sales team within the Currencies and Emerging Markets business.
Our team focuses on covering US institutional clients for fixed income products across all emerging market regions, leveraging an analytics driven approach to identifying client solutions.
As a vice president within the North American Emerging Markets Credit Sales team, you will closely work with our global partners across Emerging Markets Sales, Trading, Research, and Banking to deliver the franchise in its entirety .
You will manage senior institutional client relationships of both dedicated as well as cross-over investors for the distribution of all Emerging Market credit, derivative and alternative loan products .
You will also be responsible for identifying and cultivating new business opportunities and will play a pivotal role in driving revenue growth and expanding our client franchise.
Job Responsibilities
* Direct/Immediate responsibility of managing senior client relationships for distribution of Emerging Markets Fixed Income products
* Managing the collaboration between clients and internal business partners in Global Sales, Trading, Research and syndicate/DCM
* Back-up support of existing relationships across our franchise of asset managers, insurance companies and hedge funds
* Conducting market research and analysis to identify emerging trends and opportunities within markets
* Prepare and deliver trade recommendations showcasing our products and services
Required qualifications, capabilities, and skills
* Strong interpersonal, communication and teamwork skills; ability to deal confidently with clients and internal stake holders
* Strong understanding of emerging market dynamics, including geopolitical, economic, and regulatory factors
* Comfortable utilizing data driven analytic solutions to facilitate daily trade ideas
* Strong quantitative skills; comfort with learning various analytics models and associated products
* Ability to thrive in a fast-paced, dynamic environment and adapt to changing market conditions
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievement...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:31
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J.P Morgan is seeking an experienced and strategic Social Media Manager to lead, and measure, employee advocacy and engagement on social media platforms, with a primary focus on LinkedIn.
As the digital cornerstone for global networking, career discussions, and business growth, LinkedIn is the primary platform for J.P.
Morgan employee use.
As a LinkedIn Employee Advocacy Communication Manager on the Global Social Media team, you will drive employee engagement and advocacy efforts on LinkedIn.
You will support our LinkedIn Sales Navigator initiatives, provide internal education and guidance, manage the Corporate & Investment Banking (CIB) Ambassador and Advocacy programs, and ensure adherence to controls and guardrails to protect our employees and the firm.
You will leverage your deep understanding of social selling, content creation, social media analytics, and B2B marketing and communications in a dynamic and collaborative environment.
Job responsibilities:
* Provide guidance, support, and guardrails for employees regarding LinkedIn best practices
* Oversee and execute the onboarding and off boarding of CIB program participants
* Communicate updates of program progress and results, providing consistent measurement
* Create and maintain employee forward-facing editorial calendars for Ambassador programs, with coherent content pillars and support distributing content for Advocacy programs
* Create and publish content on behalf of Ambassadors, ensuring high-quality visuals and graphics alongside strong copywriting
* Analyze program performance, providing insights and recommendations for continuous improvement
* Conduct training sessions to educate employees on the firm's social media policy, ensuring employees are well-informed and compliant with social media guidelines
* Collaborate with key partners across risk, controls, legal and compliance to protect the firm and employees by adhering to regulatory and line of business requirements
* Oversee industry trends and platform updates
* Lead and inspire a team of two direct reports
* Foster a collaborate and creative work environment, encouraging innovation
Required qualifications, capabilities, and skills:
* Enthusiastic team player who is able to work closely with senior stakeholders across several departments including: banking, research, compliance, legal, technology, communications, marketing, and risk
* Bachelor's degree
* 8+ years of professional work experience
* Significant experience working in Social Media and/or in Executive Communications and in-depth knowledge of LinkedIn and its capabilities, including experience with LinkedIn Sales Navigator
* Possess a strong leadership presence, excellent presentation skills and the ability to convey decisions with clarity
* Sound judgment and high-quality written, verbal, and interpersonal communication skills
* Ability to cultivate relationships in the ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:30
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About J.P.
Morgan Corporate & Investment Bank
J.P.
Morgan's Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services.
The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries.
With $23.5 trillion of assets under custody and ranked #1 for Global Investment Banking fees, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
The Digital and Platform Services (D&PS) division of the CIB is an organization of over 30,000 staff providing Technology and Operations support for the CIB's businesses, and is focused on creating highly scalable, digital platforms that support the needs of our clients.
This includes a number of cross-business Operations platforms such as Securities Operations which provides settlement and asset servicing of securities across JP Morgan, primarily providing direct support to the Markets, and Securities Services businesses, but also supporting Treasury Services, Asset and Wealth Management.
J.P.
Morgan Payments provides cash management, liquidity, commercial card, foreign exchange and escrow solutions to clients across the world.
Teams are constantly innovating, using the latest technology and data analytics to deliver specialized solutions to help clients grow and streamline their businesses.
The organization combines four lines of business: Merchant Services, Treasury Services, Commercial Card and Trade Finance to help clients manage working capital and increase operational efficiency.
The payments business is rapidly growing.
About the Team
The Cash Operations Transformation Team is part of the Payment Operations organization supporting CIB wide transformation and change programs and platforms.
Our mission statement is powerful yet simple 'build things better and build better things'.
Ensuring that the things we build have been properly thought through, are high quality, sustainable and delivered quickly.
We are focused on identifying opportunities to build more innovative things, often across products and lines of business, where we can bring the organization together to define solutions/builds which are broader reaching.
About the Position
You will be responsible for driving the strategic vision, development and management of a Payment Initiation Product.
Delivering against stringent timelines and in a fast-paced dynamic environment.
You are expected to have strong communication and influencing skills, strategic thinking and the ability to collaborate with multiple stakeholders.
* Lead the development and enhancement of the Product, working with cross functional teams
* Manage planning, prioritization and track progress of an initiative, identify any potential challenges, collaborating with various stakeholders for resolution of the issues to ensure timely completion of the projects
* Undertake analysis to...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:29
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The Risk Management & Compliance Technology Machine Learning team at JPMorgan Chase focuses on solving challenging business problems such as Anti-Money Laundering and Surveillance through data science and machine learning techniques across Risk, Compliance, Conduct and Operational Risk.
As an Applied AI ML Director on the team, you will have the opportunity to study complex business problems, propose appropriate solutions, and apply your expertise in advanced AI/ML algorithms to develop, test, and evaluate solutions for those problems.
You will work with the firm's rich data pool from both internal and external sources using Python/Spark via AWS and other systems.
You are expected to own the lifecycle of a defined project and work with other team members to drive delivery of impactful results.
You are also expected to derive business insights from technical results and significantly contribute to discussions with our business stakeholders and partners.
As a senior member on the team, you will also serve as a mentor to junior data scientists to foster a collaborative working environment.
Job responsibilities
* Actively develop thorough understanding of complex business problems and processes; discover opportunities for AI and ML solutions.
* Collaborate with business partners to drive data-led transformations of the businesses.
* Own machine learning development lifecycle activities and execute on crucial timelines and milestones.
* Lead tasks throughout a model development process including data wrangling/analysis, model training, testing, and selection.
* Generate structured and meaningful insights from data analysis and modelling exercise and present them in appropriate format according to the audience.
* Provide mentorship and oversight for junior data scientists to build a collaborative working culture.
* Partner with machine learning engineers to deploy machine learning solutions.
* Own key model maintenance tasks and lead remediation actions as needed.
* Stay informed about the latest trends in the AI/ML/LLM/GenAI research and operate with a continuous-improvement mindset.
Required qualifications, capabilities, and skills
* Advanced degree (MS, PhD) in a quantitative field (e.g., Data Science, Computer Science, Applied Mathematics, Statistics, Econometrics).
* At least 8 years of relevant experience in applied AI/ML domain.
* In-depth expertise and extensive experience with ML projects, both supervised and unsupervised.
* Strong programming skills with Python, R, or other equivalent languages.
* Proficient in working with large datasets and handling complex data issues.
* Experience with broad range of analytical toolkits, such as SQL, Spark, Scikit-Learn, XGBoost, graph analytics, and neural nets.
* Excellent solution ideation, problem solving, communication (verbal and written), and teamwork skills.
Preferred qualifications, capabilities, and skills
...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:28
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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 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
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
Alternative Responsibilities (leverage as appropriate - no more than 11 bullet points in posting)
* Proactively generate investment ideas and reasons to call clients to aid the team in growing client relationships.
* Gather and interpret market, product and client information as well as research.
* Prepare, Review and approve Investment Performance review presentations for Client Advisors to deliver to clients.
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 ...
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Type: Permanent Location: Rochester, US-NY
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:26
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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 Latin America.
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 Associate in the Latin America Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business.
You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.
Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.
Job Responsibilities
* Provide leverage to the Senior Banker on daily client priorities
* Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
* Support the Senior Banker on client hierarchy and pipeline management
* Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities
Required Qualifications, Capabilities, and Skills
* Bachelor's Degree required
* Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Sales/origination experience
* Coachable professional with good business acumen
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Excellent communication skills
* Strong analytical and quantitative skills
* Ability to multi-task and manage priorities effectively
* Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including ...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:25
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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
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:25
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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 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: Auburn, US-AL
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:22
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate on the Retirement Planning Experience & Platform team, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative experiences for clients in retirement.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Understands the retirement industry products, solutions, and competitive landscape to inform which initiatives and features to prioritize
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Subject matter expertise across banking, investment, and/or insurance and annuity solutions.
Strong understanding of retirement income methodologies and withdrawal strategies
* Deep knowledge of wealth management advisor tools, including advisor desktop and planning applications
* Proven experience in financial planning, wealth management, or a related area
* Knowledge of retirement landscape; highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge)
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
Preferred qualifications, capabilities, and skills
* Experience with Agile Framework and tools such as Jira and Confluence
* Excellent communication skills; ability to explain complex concepts in a clear and concise manner
* Strong organizational skills and the ability to manage multiple tasks simultaneously
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 relation...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:21
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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
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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...
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Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:20
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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: Tulsa, US-OK
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:18
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
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 Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abi...
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Type: Permanent Location: Bridgewater, US-MA
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:16
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: City of Industry, US-CA
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:08
-
Join our Business Change Management team within Business Support Management (BSM), where you'll lead efforts to optimize employee transitions and system access.
You'll play a key role in fostering stakeholder relationships, enforcing a robust control environment, and collaborating globally to establish best practices.
This position offers a dynamic and rewarding opportunity to enhance the employee experience and drive strategic initiatives.
As a Business Change Management Lead - Vice President within the Business Change Management team, you will manage efforts to streamline employee transitions and system accessibility.
You will foster stakeholder relationships, enforce risk mitigation strategies, and collaborate globally to set best practices.
You will also support ad hoc projects within Business Support Management to improve the employee experience.
Job Responsibilities:
* Direct a team ensuring efficient employee transitions and system accessibility.
* Address concerns related to core activities and project initiatives.
* Develop relationships with business stakeholders and senior leadership.
* Strengthen partnerships with key business entities, including Business Operations and Compliance.
* Implement a robust control and compliance environment to mitigate risks.
* Collaborate with global teams to establish support standards.
* Participate in and occasionally lead strategic initiatives and ad hoc projects.
Required Qualifications, Skills, and Capabilities:
* Minimum of 3 years of related experience, with knowledge of Global Banking business processes.
* Exceptional interpersonal, communication, and influence skills across all organizational levels.
* Excellent judgment and professionalism, maintaining confidentiality of information.
* Superior organizational, problem-solving, and process improvement skills.
* Prior experience in management roles such as team lead or people manager.
* Project management skills to lead initiatives or support broader team efforts.
* Strong proficiency in the MS Office suite of products.
Preferred Qualifications, Skills, and Capabilities:
* Knowledge of Global Banking business processes.
* Experience in strategic initiatives and ad hoc project leadership.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive com...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:06
-
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: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:05
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Choctaw, US-OK
Salary / Rate: Not Specified
Posted: 2025-05-22 09:53:03
-
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: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-05-22 09:52:59
-
Join our Asset & Wealth Management team as a member of our Campbell Global team where you will have the opportunity to work with local and corporate professionals providing excellent management services to clients.
As a Forester within Campbell Global, you will be responsible for planning and supervising all aspects of forest management activities to ensure forest management goals and objectives are achieved in a manner consistent with environmental standards.
As a Forest Supervisor within Campbell Global, you will be responsible for managing and supervising silviculture and timber harvesting activities in accordance with Campbell Global' s budgetary, regulatory, and environmental guidelines.
As a Forest Area Manager you will provide professional and personal leadership to tree farm personnel.
Job responsibilities
* Contract with third parties to perform harvesting, silviculture, and road construction and maintenance-related services (prospectus preparation, identification of qualified/licensed contractors or consultants, bid analysis, negotiations, contract execution and compliance monitoring)
* Implement policies, procedures, and guidelines regarding all forest management activities to ensure the highest quality while managing cost effectiveness
* Maintain full and appropriate compliance with applicable Federal, State and Local regulations, Licensing Standards, Forest Practice laws, SFI Standards, and FSC Standards with the ability to obtain chemical application license within 6 months
* Implement policies, procedures, and guidelines regarding all forest management activities to ensure the highest quality while managing cost effectiveness utilizing GIS system to provide information needed to update maps regarding stand treatments, boundaries, inventory depletions, stream locations and stream classification
* Monitor expenditure and operation levels closely in order to comply with budget limitations, and participate in quarterly and annual budgeting processes and "Forward Look" process, as needed.
* Represent Campbell Global at all levels, maintaining good communication and excellent professional working relationships with outside companies, contractors and agencies as well as internal team members
* Participate within the organization to ensure all timberland management investment services meet or exceed client commitments while ensuring that environmental or financial risk management reporting is conducted in a timely and professional manner to your Forest Supervisor and, if appropriate, local Safety Coordinator
Required qualifications, capabilities, and skills
* A bachelor's degree in forestry, Forest Management, Forest Engineering or Forest Operations Management with a minimum of 2 years' work experience in forest management or equivalent training and experience
* Strong analytical and critical thinking skills, with ability to manage multiple projects from initiation to final completion in a...
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Type: Permanent Location: Starkville, US-MS
Salary / Rate: Not Specified
Posted: 2025-05-22 09:52:57
