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Join Our Global Payments Corporate Sales team where you will lead industry-aligned professionals and drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment.
As a Payments Client Manager (PCM) and industry leader in Global Payments Corporate Sales, you will take on a dual role supporting clients directly and managing a team of industry-aligned professionals.
You will manage a portfolio of well-established client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships.
In addition to your portfolio responsibilities, you will lead and be accountable for a team of client managers and sales success members.
Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth.
About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework.
We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes.
Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.
Job responsibilities:
* Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client
* Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements
* Prepare and deliver quarterly business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues
* Drive product and solutions activation to enhance client value
* Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution
* Drive deal execution to achieve timely realization of business outcomes
* Manage pricing events and optimize pricing to maximize revenue, and oversee the setup, maintenance, and monitoring of credit facilities to optimize utilization
* Manage Know Your Customer (KYC) requirements and provide clients with necessary regulatory updates
* Take ownership of ensuring high standards in pipeline and account planning and be responsible for the accurate administration of client coverage
...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-28 07:38:06
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-28 07:38:06
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We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Financial Institutions Group specifically in our Insurance Vertical.
Job Summary
As an Associate in the Financial Institutions Group, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-28 07:38:03
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Join Our Global Payments Corporate Sales team where you will lead industry-aligned professionals and drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment.
As a Payments Client Manager (PCM) and industry leader in Global Payments Corporate Sales, you will take on a dual role supporting clients directly and managing a team of industry-aligned professionals.
You will manage a portfolio of well-established client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships.
In addition to your portfolio responsibilities, you will lead and be accountable for a team of client managers and sales success members.
Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth.
About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework.
We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes.
Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.
Job responsibilities:
* Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client
* Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements
* Prepare and deliver quarterly business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues
* Drive product and solutions activation to enhance client value
* Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution
* Drive deal execution to achieve timely realization of business outcomes
* Manage pricing events and optimize pricing to maximize revenue, and oversee the setup, maintenance, and monitoring of credit facilities to optimize utilization
* Manage Know Your Customer (KYC) requirements and provide clients with necessary regulatory updates
* Take ownership of ensuring high standards in pipeline and account planning and be responsible for the accurate administration of client coverage
...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-28 07:38:02
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-28 07:38:01
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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
...
....Read more...
Type: Permanent Location: Souderton, US-PA
Salary / Rate: Not Specified
Posted: 2025-03-28 07:38:01
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker on the Healthcare, Higher Education & Non-Profit Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit.
The Healthcare, Higher Education & Non-Profit team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Focus on nonprofit clients with revenues of $50-150 million revenue
* Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects
* Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g.
credit, treasury, liquidity) and partner with other lines of business and business segments (e.g.
Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
* Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
* Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g.
Corporate Responsibility, ESG, DEI)
* Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development
Required Qualifications, Capabilities and Skills
* 5 plus years' direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
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 20...
....Read more...
Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:59
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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 ...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:58
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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
* Ten 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
* Proactive, takes initiative, and uses critical thinking to solve problems
* MBA, JD, CFA, or CFP preferred
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:54
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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 70 - 90 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...
....Read more...
Type: Permanent Location: O Fallon, US-MO
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:53
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 5+ years of experience in direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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 ...
....Read more...
Type: Permanent Location: Cleveland, US-OH
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:52
-
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: Centerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:51
-
We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Commercial & Investment Bank, AI/ML Operations team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Th is team is responsible for supporting data scientists by architecting solutions and designing and developing processes.
The team collaborates with data scientists to automate data workflows and determine the appropriate tools and technologies for data sourcing and process execution on platforms such as AWS and Kubernetes.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Collaborate with data scientists to automate data processes
* Identify suitable tools and technologies for data sourcing and process execution
* Utilize both on-premises Kubernetes and cloud solutions
* Facilitate data sharing by onboarding relevant teams to the platform
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Hands-on practical experience in system design, application development, testing, and operational stability
* Proficiency in Python and AWS
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Kubernetes, AWS, Cloud infrastructure
* Hands on Python programming
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 forfeitab...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:50
-
Become an integral part of our Global Mergers & Acquisition team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Global Mergers & Acquisition, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain multiple complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims via Concur for team members, ensuring all policies are followed and items are processed within provided guidelines
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of executive administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities (i.e., calendar management)
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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, f...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:49
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer within the Commercial and Investment Bank, Electronic Trading Services team at JPMorgan Chase, you will play a crucial role in an agile team dedicated to enhancing, building, and delivering market-leading technology products in a secure, stable, and scalable manner.
Your technical expertise and problem-solving skills will promote significant business impact and tackle a diverse range of challenges across multiple technologies and applications.
As a part of the Jisu team in Electronic Trading Technology, you will have the opportunity to apply your experience as a C++ developer in our ultra-low latency direct market access team.
This global team, with members in New York, London, Hong Kong, Tokyo, and Mumbai, has developed in-house ultra-low latency connectivity and risk management applications for both external and internal clients.
The Jisu team in Electronic Trading Technology is looking for an experienced C++ developer to join our ultra-low latency direct market access team.
We are a global team with members in New York, London, Hong Kong, Tokyo, and Mumbai.
Our team has developed in-house ultra-low latency connectivity and risk management applications for both external and internal clients.
As a member of the team, you will be participating in various stages SDLC of JPMorgan Electronic Trading services.
In this role, you will the design, develop, test, and productize the functional requirements for Market Access and Risk Management systems.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Hands-on practical C++ experience delivering system design, application development, testing, and operational stability
* Proficiency in C++ on Unix/Linux operating systems
* Scripting skills to automate day-to-day development and testing tasks
* Excellent understanding of software and hardware interaction
* Creating and automating Test Strategies/Test Plans based on functional Testing and non-functional requirements and Executing them
* Expertise...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:43
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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.
The Machine Learning Center of Excellence (MLCOE) partners across the firm to create and share Machine Learning Solutions for our most challenging business problems.
Comprised of a multi-disciplinary community of experts focused exclusively on Machine Learning, the MLCOE works together to employ cutting-edge techniques in disciplines such as Deep Learning and Reinforcement Learning.
As a Lead Software Engineer at JPMorgan Chase within the Corporate Sector, AIML Technology 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 a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
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•
* Hands-on practical experience delivering system design, application development, testing, and operational stability.
* Solid leadership experience leading architecture, design discussion in peer review forums as well as internal design meetings.
* End-to-end ownership experience owing and delivering applications or components from concept to launch
* Advanced in one or more programming language(s)
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Practical cloud native experience
Preferred qu...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:41
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Remote, Nationwide - Seeking Manager, Growth Analytics
Everybody Has A Role To Play In Transforming Healthcare
At Vituity you are part of a larger team that is driven by our purpose to improve lives.
We are dedicated to transforming healthcare through our culture by working together to tackle healthcare's most pressing challenges from the inside.
Join the Vituity Team.
At Vituity we've cultivated an environment where passion thrives, and success comes through shared purpose.
We were founded in a culture that values team accomplishments more than individual achievements, an approach we call "culture of brilliance." Together, we leverage our strengths and experiences to make a positive impact in our local communities.
We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done.
Vituity Locations: Vituity has opportunities at 475 sites across the country, serving 9 million patients a year.
With Vituity, if you ever need to move, you can take your job with you.
The Opportunity
* Collaborate with Marketing, Business Development, and executive leadership to define and execute data-driven research and analytics strategies that directly contribute to revenue growth and market expansion.
This includes leading the development and refinement of predictive models, creating insightful executive-level dashboards and reports, and conducting advanced analyses to deliver actionable insights.
* Translate complex performance and sales metrics, investigations, and findings into tangible business outcomes, driving continuous improvement and optimization.
Develop and implement key performance indicators (KPIs) to monitor progress, identify areas for strategic intervention, and maximize business impact.
* Proactively investigate and communicate emerging market trends, identifying root causes of performance fluctuations and recommending strategic follow-up actions to capitalize on opportunities, mitigate risks, and inform executive decision-making.
* Leverage advanced spatial analytics techniques and Geographic Information Systems (GIS) software to create interactive maps and visualizations, informing market strategy formulation for targeted prospecting, market penetration, and growth initiatives.
* Develop and execute comprehensive research strategies to identify high-potential leads and contract opportunities, utilizing a variety of data sources and analytical tools.
* Qualify leads and opportunities based on data-driven insights, ensuring efficient distribution to Sales and executive leaders and supporting successful client engagements.
* Provide critical data analysis and insights to support the development of compelling business proposals, marketing content, and presentations.
* This includes synthesizing complex hospital performance metrics and facilitating internal data requests to...
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Type: Permanent Location: Sacramento, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:40
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker on the Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Technology.
The Technology team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
* Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 5+ years of related experience
* Strong understanding of Commercial Banking products and services
* Understanding and interest in high growth software, payments, ecommerce and marketplaces
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
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 client...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:39
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We are HR Data and Analytics, a centralized global team responsible for all aspects of workforce data strategy, analytics and data governance.
We have a vision to help make individuals, teams, and businesses at JPMC among the most engaged and productive in the world.
Our mission is to create workforce insights that allow leaders to make evidence-based people decisions that help drive measurable business outcomes.
As a Data Science Lead in our HR Data & Analytics team, you are not only strong in both quantitative skills and business acumen, but also a great collaborator with your team members and internal clients.
You translate abstract business asks to analysis tasks or agenda, conduct analysis, and communicate results with relevant parties.
You are a valuable contributor to our intellectual capital - Accumulate institutional knowledge about our workforce, explore and develop different tools and analysis methods in the context of HR, and create relevant templates to drive synergy across HR analytics work.
Last but not least, you embrace a mentoring mentality in developing junior team members through collaboration in analysis work.
Job Responsibilities
* Conduct analysis based on past and current HR and business data to generate relevant, actionable insights that answer the question of "so-what," and support leadership in making evidence-based decisions.
* In support of this analysis, design and implement relevant analytics, explanatory models, and, if appropriate, predictive models, including exploratory data analysis, feature engineering, , data quality checks, and model performance evaluation.
* Manage the design, build, and delivery of analytical solutions with a pragmatic approach in evaluating multiple solutions.
* Develop new analysis ideas based on observations in the existing book of work and data assets.
* Work with business users to measure the realized benefit of delivered solutions.
* Capture and understand end-user requirements, translate them into customized analytical solutions, and communicate results via reports, presentations, and insightful visualizations.
* Collaborate with team members to deliver analysis results to business leaders.
* Collaborate with data sourcing and technology teams for data acquisition, platform onboarding and enhancement, and production deployment.
* Adhere to relevant regulatory, compliance, and control policies and procedure.
Follow best practices when handling proprietary and sensitive data.
Required Qualifications, Capabilities, and Skills
* 7+ years of experience with a Bachelor's degree in a related social science, business, or quantitative analysis discipline (e.g., Economics, Business, IO Psychology, Statistics, Business Analytics, Computer Science), or 3+ years with a higher degree, and experience in industry or at a top management consulting firm.
* Experience in Human Resources for Financial Services, or allied areas, including peop...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:39
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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: Boulder, US-CO
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:37
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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: Avon, US-IN
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:37
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Join our dynamic team as a Desk Strategist for the RMBS Desk, where you'll play a pivotal role in shaping the future of our multi-billion Non-Agency Mortgage portfolio.
This is an exciting opportunity to leverage your quantitative and technological expertise in a fast-paced environment, focusing on Jumbo and Non-QM mortgages.
At our company, we value career growth and offer a collaborative culture that fosters innovation and professional development.
Job Summary: As a Desk Strategist in the RMBS Desk, you will be at the forefront of our loan acquisition and securitization efforts.
Your work will directly impact the firm's success and contribute to the wider financial community.
We are a team that values inclusivity, collaboration, and innovation, and we are looking for someone who shares these values.
This role offers a unique opportunity to develop cutting-edge models and tools that drive our business forward.
Job Responsibilities:
* Develop amortization cashflow and securitization models, ensuring numerical values align with Intex and Bloomberg.
* Create credit rating models to determine securitization credit enhancement levels for mortgage pools.
* Build fully integrated Jumbo and Non-QM deal structure models.
* Model deal execution and sensitivity, incorporating detailed loan-level information, market conditions, and associated costs.
* Construct loan-level pricing engines based on whole loan pricing, deal execution pricing, and rate sheet pricing.
* Develop scripts and tools for systematic market and business analysis, trading activities, and reporting for portfolio managers and the trading desk.
* Build calculation engines for price, yield, duration, and other financial metrics.
* Coordinate with technology and internal teams regarding trading systems, P&L systems, booking systems, and loan management systems.
Required Qualifications, Capabilities, and Skills:
* Strong academic background in computer science or mathematics-related fields.
* Minimum of 5 years of experience in residential mortgages, with expertise in either Agency or Non-Agency mortgages.
* Excellent programming skills in Python; C++ knowledge is a plus.
* Experience with amortization cashflow generation, price-yield calculation, and securitization deal structure modeling.
* Proficiency in object-oriented programming.
* Excellent communication skills.
* Experience with IntexCalc or IntexAPI.
* Strong understanding of Private Label Securitization dynamics.
Preferred Qualifications, Capabilities, and Skills:
* Familiarity with the whole loan acquisition process.
* Experience with rating agency credit enhancement models.
* Experience in prepayment and default modeling.
Additional Information: We offer a competitive benefits package and opportunities for professional growth.
Our team is committed to fostering an inclusive environment where diverse perspectives are valued.
Visa ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:36
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Campbell Global is a leading global investment manager focused on forestland.
We are widely recognized as an authority on both forest management and timberland investing.
Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation.
A pioneer in the field, over the last 40+ years we have managed 5 million acres worldwide for pension funds, foundations, and other institutional investors.
As part of the Alternatives platform within Asset Management, Campbell Global ("CG") is a leading global investment manager focused on forestland.
As a Portfolio Manager at Campbell Global, you're not just managing investments, you're nurturing growth - both in our client portfolios and in our approach to sustainable forestry.
We want to use your expertise to drive investment decisions and build lasting client relationships.
You'll be part of a team that thrives on creativity, values your insights, and is committed to making a positive impact through forestland investment.
Job responsibilities:
* Serve as the primary liaison between clients and Campbell Global, ensuring exemplary service.
Engage in proactive client communication, maintaining strong relationships through regular meetings and updates.
* Ensure contract compliance as well as the preparation and monitoring of the annual Client Service Plan; manage investor communications surrounding financial statements, operational results, significant changes in the forest products industry or related markets, and significant changes at CG.
* Actively participate on relevant committees and groups to represent the client's needs and interests, and provide recommendations; proactively interact with CG Operations, Finance & Accounting, and other internal groups to ensure optimal asset performance, prudent risk management, equitable treatment based on client objectives; and appropriate accounting, tax treatment, and tax and entity structures are in place and maintained.
* Prepare and present investor reporting, including monthly, quarterly, and annual reports, budget forecasts, valuations.
* Evaluate and recommend strategic adjustments to portfolio construction to meet client goals.
This may encompass advice on acquisition, disposition, leverage, and value creation.
* Facilitate effective communication between corporate and field personnel, and ensure compliance with environmental and financial risk management protocols.
* Review and participate in strategic planning as well as all ongoing business aspects of the portfolio, seeking to achieve 'best practices' within forest (and asset, if applicable) operations, (i.e.
ESG compliance, log marketing, forest management practices, etc.).
Required qualifications, capabilities, and skills:
* BS in Business Administration, Accounting, Finance, Forestry, or an equivalent field of study; and a minimum of five years working experience in a related field; or equivalent combination of e...
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Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:33
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We 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* 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
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
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Type: Permanent Location: Hampton Bays, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:31
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We 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* 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
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
....Read more...
Type: Permanent Location: North Babylon, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-28 07:37:30
