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Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.).
Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts).
We provide intellectual capital to clients across the wealth continuum and will work on-on-one with clients in appropriate circumstances.
Familiarity with the taxation of entities and of estates and trusts is also useful but not required.
Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.
As a Vice President, Wealth Planner within J.P.
Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership.
You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.
You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies.
You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive.
Job Responsibilities:
* Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
* Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
* Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
* Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
* Promote J.P.
Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
* Work with Advisors to develop business opportunities with new and existing clients
* Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
* Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strateg...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:36
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Unlock your potential and dive deep into market analytics and product compliance.
Harness your expertise to build pivotal relationships, identify areas of improvement, increase efficiencies, and lead our products to their launch.
As a Senior Market and Product Expansion Associate on the Kinexys Execution team, you contribute significantly to your team's success and test the regulatory requirements for our products.
You work across the organization, build critical relationships, and prepare the products to go to market.
Kinexys Execution sits within the Payments Transformation team and plays a pivotal role in driving the strategic vision and operational execution of Kinexys, the firm's blockchain platform.
You will be responsible for designing robust commercial frameworks, pricing models, and long-term revenue projections that support our business strategy and growth of our product suite.
You will also be responsible for continuously surveying the competitive landscape to inform our ongoing strategy, in addition to leading ad hoc strategic financial analysis for senior management.
This role is ideal for someone who enjoys working in a dynamic environment and is a self-starter who can independently drive projects and own processes end-to-end.
Job responsibilities
* Design end-to-end pricing models and commercial frameworks to optimize revenue generation and profitability with an eye on continuous improvement of processes
* Support the team on pricing analysis as well as benchmarking and analyzing industry trends and emerging commercial models to inform pricing, product positioning and commercial strategies
* Develop and maintain revenue models for new and existing product offerings, incorporating market trends and competitive benchmarks
* Develop a strong understanding of our products and services to effectively tailor collateral to specific markets
* Collaborate closely with product teams to deeply understand offerings and translate business strategy into financial projections
* Prepare regular updates on revenue, pricing and the competitor landscape for the senior management team, including the co-heads of Payments and CFO of Payments
* Applies the defined regulatory testing procedures and uses discretion to identify and respond to complex cases when it is unclear whether a product meets market requirements
* Contributes to the development of the regulatory testing process and identifies inefficiencies for product improvements
* Builds and maintains working relationships with stakeholders across distinct functions including Legal, Risk, Compliance Operations, and Technology
Required qualifications, capabilities, and skills
* Bachelor's degree in Finance, Economics, Business, or related field
* 3+ years of experience or equivalent expertise working in Product, Technology, or Project Management
* Developing knowledge of risk management and controls, regional and local nuances, and...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:35
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Unlock your potential and dive deep into market analytics and product compliance.
Harness your expertise to build pivotal relationships, identify areas of improvement, increase efficiencies, and lead our products to their launch.
As a Senior Market and Product Expansion Associate on the Kinexys Execution team, you contribute significantly to your team's success and test the regulatory requirements for our products.
You will work across the organization, build critical relationships, and prepare the products to go to market.
The Kinexys Execution sits within the Payments' Transformation team and plays a pivotal role in driving the strategic vision and operational execution of Kinexys, the firm's blockchain platform.
You will have the opportunity to work closely with our cross-functional partners across the bank.
You will play a critical role in executing financial processes, analysis, reporting, and assisting with budget planning.
This position is ideal for someone who thrives in a role with clear objectives to optimize and deliver on well-defined workstreams, and is passionate about driving operational excellence in a traditional financial function.
This role is dynamic, offering ample opportunity for growth and innovation as the business continues to mature.
Job responsibilities
* Maintain and track Kinexys' budget, non-comp expenses at the vendor level, and support headcount planning and reporting to ensure it is in-line with planned budget
* Prepare and submit budget forecasts, accruals, ensuring compliance with deadlines, liaising with Planning & Analysis throughout approval process
* Analyze variances, trends, risks and opportunities, performance against budget/forecast/targets, key business drivers and sensitivities and support ad-hoc financial analysis in support of key functional areas of the business and opportunities and analyze financial performance, including expenses; identify productivity initiatives and drive implementation
* Liaise with partners across the organization, including Product teams, to align on budget and track cross-functional deliverables and work with Finance partners across the organization including Planning & Analysis, Controllers, Technology F&BM, Vendor Management and Tax teams to track and execute budget
* Prepare monthly and quarterly updates on financials and key revenue drivers (volumes, clients, pricing) for the senior management team, including co-heads of Payments and CFO of Payments
* Supports the team on pricing analysis to evaluate market trends, competitor pricing strategies, and client behavior
* Develops a strong understanding of our products and services to effectively tailor collateral to specific markets
* Applies the defined regulatory testing procedures and uses discretion to identify and respond to complex cases when it is unclear whether a product meets market requirements
* Contributes to the development of the regulatory testing process a...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:35
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
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Type: Permanent Location: Deerfield Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:34
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Join us as we embark on a journey of collaboration and innovation, where your unique skills and talents will be valued and celebrated.
Together we will create a brighter future and make a meaningful difference.
As a Lead Data Engineer - Mainframe, DBA/IMS/DB2 at JPMorgan Chase within the Consumer & Community Banking - Card Platform Services Team, you are an integral part of an agile team that works to enhance, build, and deliver database requirements to meet product business deliverables by ensuring the data is always available, accessible , reliable and recoverable.
As a core technical contributor, you are responsible for maintaining the critical database and architectures across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Administer, design, implement and support highly available and scalable Mainframe DB2 & IMS database solutions
* Implement data models, database designs, data access and table maintenance codes.
* Implement and maintaining the DB2/IMS Databases with High Availability features using Data Partitioning and Database replications.
* Resolve database performance issues, database capacity issues, replication and other data issues.
* Work with Information Architects and Database Designers to implement the physical data model.
* Develop the database performance monitoring process and analyze data for optimization opportunities.
* Provide up to Level 2 on call support for the 24/7 DB2/IMS database environment.
* Manage on-site backup and recovery process.
* Plan for and execute required database upgrades or migrations.
* Work with database admin tools like CA Platinum/ BMC/ IBM Admin tools, Mainview, IBM Data Studio, BMC Recovery management etc.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Database design/development, integration, performance monitoring & tuning, systems re-engineering and Operations support.
* Knowledge of DB2 for z/OS along with mainframe related tools such as BMC, CA Platinum for monitoring, SMPE, ISPF, SMS, SMF.
* Expertise with IMS Full Function/Fast Path database implementation, REXX programming and MQ
* Experience in IBM Replication CDC , QREP.
* Capable of creating the roadmap, processes, best practices, standards, and strategies for continuous improvement, resiliency, and scalability.
* Experience with Atlassian tools like Jira, Confluence.
* Proven background on database engineering, automation, monitoring, performance engineering design and implementations.
* Strong execution mind-set to manage and track progress against transformation goals.
* Knowledge of industry-wide technology trends and best practices.
Preferred qualifications, capabilities, and skills
* Experience providing 24x7 rotational support.
*...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:34
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You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients.
A role as a Region Manager in Commercial Banking is for you.
As a Region Manager in the Commercial Bank, you will be leading our Emerging Middle Market and Mid-Corporate banking efforts across the Los Angeles Region.
You will work with your team to drive revenue regionally by developing and growing profitable client relationships in collaboration with cross-functional and cross-line-of-business partners.
Job responsibilities
* Lead a team of 30+ commercial bankers serving companies spanning a variety of industries with revenues of $20mm to $2bn.
* Drive revenue regionally by developing and growing profitable client relationships.
* Provide end-to-end leadership by partnering cross-functionally with banking, risk, compliance, legal, marketing, etc; in addition to other lines of business including Investment Banking and Asset Management.
Required qualifications, capabilities, and skills
* Minimum of ten years of banking and leadership experience
* Understanding of Commercial Banking products and services
* Knowledge of the Los Angeles region
* Ability to mobilize internal networks and resources
* FINRA securities licenses 79, 63 and 24 required for the role
* Management experience in a Commercial Bank setting, specifically leading cross-functional teams with a strong focus on business development.
Preferred qualifications, capabilities, and skills
* Bachelor's degree and formal credit training preferred
* Strong leadership skills
* Sales management and business development skills
* Proficiency in building and maintaining strong client relationships and a positive team culture
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
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.
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...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:33
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Bring your expertise to JPMorgan Chase.
As a part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate within the Fraud Strategy Team, you will generate insightful analytics and provide recommendations concerning risk criteria development, implementation, operational controls, and performance monitoring.
Your role will require a deep understanding of the problem universe, data analysis to understand root causes, and the use of analytics to design and implement solutions.
You will play a pivotal role in promoting end-to-end solutions that mitigate risk while balancing the minimization of revenue loss, operating costs, and customer impacts.
Job Responsibilities:
* You will monitor the fraud trends in the portfolio to develop insights around potential gaps in our defenses and propose solutions by leveraging data from across the firm, advanced machine learning models, and other advanced analytics.
* You will develop strategies and actions that balance the tradeoff amongst fraud losses, operational expenses driven by fraud strategies, and customer impacts from fraud prevention efforts.
* You will work closely with partners across the firm to deliver on joint priorities that keep the firm and our customers safe from fraud while helping the business grow.
* You will also be responsible for working closely with fraud risk technical product team to deliver best in class fraud fighting capabilities to protect our customers.
Required Qualifications, Capabilities and Skills:
* Bachelor's degree.
* 2+ years of professional experience related to risk management, strategic analytics, or data science.
* Strong knowledge of programming language like SAS, SQL.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data to monitor and uncover behaviors and trends in fraudulent activity.
* Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications.
Proficient in Excel & PowerPoint.
* Excellent organizational and project management skills; able to manage competing priorities under tight deadlines.
* Proven ability to collaborate and build strong partnerships.
* High degree of initiative, self-direction, and ability to work well under pressure.
Preferred Qualifications, Capabilities and Skills:
* Prior experience working in Fraud strategy
* Intellectual curiosity with a proven ability to learn quickly
To be eligible for this role, you must be authoriz...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:33
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Data Engineer III at JPMorgan Chase within the Technology and Data Management team, you will have an exciting and rewarding opportunity to take your software engineering career to the next level.
You will be part of a dynamic team, applying your expertise in ontologies and generative AI to design and implement complex AI-promote solutions.
This role offers the chance to collaborate with cross-functional teams, conduct research on the latest advancements, and provide technical leadership and mentorship, all while contributing to the organization's knowledge management initiatives.
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
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Develop and maintain ontologies to support the organization's knowledge management initiatives.
* Design and implement scalable knowledge bases using knowledge graph technologies.
* Apply generative AI techniques to enhance the organization's data processing and information retrieval capabilities.
* Collaborate with cross-functional teams to integrate AI-driven solutions into existing systems and workflows.
* Conduct research and stay updated on the latest advancements in ontologies, knowledge graphs, and generative AI.
* Provide technical leadership and mentorship to junior team members in the areas of ontologies and AI.
* Evaluate and select appropriate tools and technologies for building and maintaining knowledge graphs.
* Ensure the quality, accuracy, and consistency of the knowledge base and its associated ontologies.
Required qualifications, capabilities, and skills
* Formal training or certification on ontologies concepts and 3+ years applied experience
* Expertise in generative AI techniques and their application in real-world scenarios.
* Strong programming skills in languages such as Python, Java, or similar.
* Familiarity with tools and frameworks like RDF, OWL, SPARQL, and graph databases(Neo4j, Tiger Grpah etc)
* Excellent problem-solving skills and the ability to work independently and collaboratively.
* Strong communication skills to effectively convey complex technical concepts to non-technical stakeholders.
Preferred qualifications, capabilities and skills:
* Experience with machine learning frameworks and libraries.
Knowledge of natural language processing (NLP) and its integration with knowledge graphs.
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, inst...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:32
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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...
....Read more...
Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:32
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This role is also open to Wilmington DE | Columbus OH | Plano, TX.
Contribute to leading-edge security and resilience efforts, advancing protective strategies and propelling continuous improvement.
As an Assessments & Exercises Vice President in the Cybersecurity & Technology Controls team, you will contribute significantly to enhancing the firm's cybersecurity or resiliency posture by using industry-standard assessment methodologies and techniques to proactively identify risks and vulnerabilities in people, processes, and technology.
Design and deploy risk-driven tests and simulations and inform analysis to clearly outline root-causes.
In this role, you will evaluate preventative controls, incident response processes, and detection capabilities, and advise cross-functional teams on security strategy and risk management.
As part of the penetration test team, your primary responsibility will be performing hands on penetration testing of some of the firms most critical web and mobile applications.
You will work with application developers to not only understand root cause and mitigate vulnerabilities, but also to identify where vulnerabilities can be identified earlier in the Software Development Life Cycle (SDLC).
As a successful candidate within our team, you are expected to demonstrate an eagerness to learn, the promote to excel, excellent technical knowledge of security concepts, and proven expertise in penetration testing.
Job responsibilities
* Design and execute testing and simulations - such as penetration tests, technical controls assessments, cyber exercises, or resiliency simulations, and contribute to the development and refinement of assessment methodologies, tools, and frameworks to ensure alignment with the firm's strategy and compliance with regulatory requirements
* Evaluate controls for effectiveness and impact on operational risk, as well as opportunities to automate control evaluation
* Collaborate closely with cross-functional teams to develop comprehensive assessment reports - including detailed findings, risk assessments, and remediation recommendations - making data-driven decisions that encourage continuous improvement
* Utilize threat intelligence and security research to stay informed about emerging threats, vulnerabilities, industry best practices, and regulations.
Apply this knowledge to enhance the firm's assessment strategy and risk management.
Engage with peers and industry groups that share threat intelligence analytics
Required qualifications, capabilities, and skills
* 5+ years of experience in cybersecurity or resiliency, with demonstrated exceptional organizational skills to plan, design, and coordinate the development of offensive security testing, assessments, or simulation exercises
* Significant experience conducting manual penetration tests against a wide variety of applications and technologies including web, API, and mobile (Android & iOS) applications
* Knowledg...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:31
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Unlock your potential as a leader in product solutions, where you will guide sales advisory, optimize complex problem-solving, and shape customer-centric strategies.
Leverage your expertise to make a lasting impact in a fast-paced, collaborative environment.
As a Product Solutions Director in Chief Data and Analytics Office, you are an expert in a cluster of products and the sales cycle.
As a leader on the team, you leverage your advanced capabilities to craft complex solutions, partner with Sales to identify and capture market opportunities, and create new ways for teams to continuously deliver value to customers.
You will build a team of Agent Specialists to advise firmwide teams in designing and integrating AI Agents within their application architecture.
Your role involves providing expert guidance, and empowering clients to implement Agents and create business value.
With superior communication and stakeholder management skills, you will cultivate strong, collaborative relationships with Product, Engineering, and Architecture teams across JPM Lines of Business, Corporate Functions, and Internal Fusion Product and Engineering Teams to drive priority outcomes.
Job responsibilities
* Advises the Product Solutions teams on solutioning and adopting new and existing client-facing products and capabilities while crafting complex solutions and assessing risk to enhance the customer experience
* Leverages extensive knowledge of a cluster of products and capabilities to manage the strategic development of end-to-end product solution strategies and processes
* Manages the collection of client feedback and oversees the delivery of feedback to Product teams
* Lead and mentor a team of agent specialists, fostering a collaborative and innovative environment to drive team performance and professional growth.
* Provide technical expertise empowering our internal clients to design and implement agent-based solutions.
* Engage with clients to understand their needs, provide expert guidance, and ensure successful deployment and integration of agent solutions.
* Collaborate with product and engineering to enhance agent capabilities and ensure seamless integration with existing systems and processes.
* Develop best practices for Agentic Systems architecture and integration including performance monitoring, optimization and evaluation.
* Collaborate with AI researchers, ML engineers, and software developers to push the boundaries of Agentic AI.
* Develop prototypes, blueprints and demos for rolling out education and training across the firm.
* Provide thought leadership and contribute to technical white papers on Agentic implementations.
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise leading and developing solutions across multiple teams and a cluster of products
* Extensive experience facilitating sales cycle activities and developing and o...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:30
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:29
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Join our Finance Technology team to build world-class AI/ML solutions for finance processes and drive significant business impact by tackling diverse challenges across multiple technologies and applications.
As a Lead Data Scientist in our Finance Technology team, you will play a pivotal role in building and delivering cutting-edge AI/ML solutions that enhance our finance processes.
Your deep technical expertise and problem-solving skills will drive significant business impact, as you work on diverse challenges across multiple technologies and applications.
Collaborate with business users and technology partners to identify and execute machine learning opportunities, while managing a global team of data scientists and engineers.
Job Responsibilities:
* Build and train production-grade ML models on large-scale datasets to solve business use cases.
* Utilize large-scale data processing frameworks to extract value from structured and unstructured data.
* Apply Deep Learning models like NLP, LLM, and Gen AI for summarization, forecasting, and anomaly detection.
* Conduct data modeling experiments, evaluate against baselines, and extract key statistical insights.
* Create data models using best practices to ensure high data quality and reduced redundancy.
* Stay current on industry trends and adopt the latest methodologies into existing implementations.
* Present and market proposed solutions to senior business and technology colleagues.
* Collaborate closely with business users to identify and execute machine learning opportunities.
* Work with the team and other technology partners on ML Ops aspects.
* Manage a global team of data scientists and data engineers.
Required Qualifications, Capabilities, and Skills:
* Bachelor's Degree or equivalent experience in Computer Science or Data Science.
* 12+ years of experience as a data scientist.
* Experience with machine learning techniques and advanced analytics (e.g., regression, classification, clustering, time series, econometrics, causal inference, mathematical optimization, NLP).
* Experience with LLM and Gen AI.
* Experience with Agentic workflows.
* Proficiency in ML languages such as Python, SQL, Scala.
* Experience with statistical techniques - i.e., data mining, data transformations, text mining, data visualization.
Preferred Qualifications, Capabilities, and Skills:
* Familiarity with Financial Services.
* Experience building ML models in a cloud environment.
* Experience with Big Data Platforms such as Hadoop.
* Outstanding written/verbal communication and presentation skills.
* Comfort with ambiguity and proven ability to structure problems.
* Team-oriented collaborator.
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 cre...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:29
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Oklahoma City, US-OK
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:28
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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...
....Read more...
Type: Permanent Location: Bullhead City, US-AZ
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:28
-
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 National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets.
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 re-introduce the capabilities of the Private Bank.
National Client Bankers are responsible for a large book of clients and work in a fast paced environment.
You will be part of a national coverage 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 a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate client referrals and acquire new assets from existing client base
* 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
* Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, Skills
* Three 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
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 b...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:27
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Palm Beach Gardens, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:27
-
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: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:26
-
Are you a driven leader and syndicated loan expert ready to make a real impact? We're seeking a hardworking professional with 7-10 years of hands-on experience to lead a high-performing team in a fast-paced environment.
If you thrive under pressure, excel at building relationships, and are passionate about driving operational excellence while delivering innovative solutions for clients, this is the opportunity for you!
As a Syndicated Loan Transaction Coordination Manager within the Syndicated Loan Transaction Coordination team at JPMorganChase, you will lead a team responsible for managing complex syndicated and bilateral loans for the Corporate Investment and Commercial Banks.
You will drive operational excellence, foster a collaborative environment, and ensure alignment with the firm's strategic goals.
The Syndicated Loan Transaction Coordination team are experts in orchestrating and coordinating the deal execution lifecycle for Corporate Syndicated Loans.
Our coverage ranges from Middle Market to Investment Banking including Private Credit, and some of the largest, most high-profile Leveraged Buyouts (LBOs) in the industry.
As the single point of contact representing all of operations for our bankers, we drive the execution process and serve as the first line of defense in operational feasibility.
Our team is dedicated to delivering seamless, high-impact solutions that enable our business partners to succeed in a dynamic, fast-paced market.
Job Responsibilities:
* Manage, mentor, and empower a team of 5-10 Syndicated Loan Coordinators, fostering a culture of collaboration, growth, and success.
* Serve as the go-to subject matter expert for complex syndicated loan transactions, ensuring seamless execution and operational excellence.
* Cultivate strong relationships with key stakeholders across the firm, acting as a trusted ambassador for Transaction Coordination and Wholesale Lending Services (WLS).
* Oversee transaction closing mechanics, proactively resolve escalations, and ensure all requirements are met with precision.
* Promote a robust risk and control environment, ensuring strict adherence to regulatory standards.
* Represent WLS in business and risk forums, support audit cycles, and deliver insightful operational summaries.
* Anticipate client and stakeholder needs, deliver creative solutions, and lead projects and working groups to enhance performance and efficiency.
Required Qualifications, Capabilities, and Skills:
* Undergraduate degree and a minimum of 7 years of Syndicated Loan operational and coordination experience.
* Deep knowledge of syndicated loan products, credit agreements, deal structures, and loan funding mechanics.
* Proven ability to lead, motivate, and develop teams in a high-energy, fast-paced environment.
* Strong relationship-building skills and the ability to partner with senior management to drive solutions.
* Excellent communication skills, with...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:26
-
J.P.
Morgan is a Top 3 Global Custodian, providing safekeeping and asset servicing solutions to Asset Managers, Asset Owners, Insurance Companies, Banks, and Alternative Funds in 101 markets.
Be part of a team that drives the strategy and governance of our Custody business.
The Global Custody Commercial Product Management function is global, with regionally aligned teams across the Americas, EMEA, and APAC.
The successful candidate will join the Americas Global Custody Product Management Team, responsible for end-to-end ownership of product strategy, segment P&L management, business delivery, and governance of the Custody business.
The Americas Team is based in New York.
Job responsibilities:
* Ownership of commercials and profitability for existing and prospective clients through pricing and cost analysis.
* Supporting segment-level governance for monitoring client satisfaction, approving client change, and reviewing operational risk events.
* Working with Sales to conduct strategic engagement roadmaps and wallet-sizing for client segments.
* Partnering with Product Development to drive required investment funding and working to define and close perceived or actual product gaps.
* Overseeing delivery of key business transformation projects as needed, focused on increasing profitability and controls.
* Supporting key franchise client discussions regarding current and target state Custody capabilities.
* Driving product innovation to influence long-term product direction and future strategy.
Required qualifications, capabilities, and skills:
* Excellent data skills, with experience handling large, complex datasets.
* Strong commercial sense, with an understanding of P&L drivers for the firm and for the Securities Services business.
* Excellent interpersonal, communication, influencing, and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients.
* Strong desire to take accountability for strategic deliverables and ability to act as an effective team player in a dynamic environment.
* Ability to work independently in a fast-paced environment.
Preferred qualifications, capabilities, and skills:
* Experience working across multiple business areas and/or functions to deliver results.
* Experience of legal and commercial negotiations, a plus.
* Experience in the Securities Services business, a plus.
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 inc...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:25
-
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: Arlington, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:24
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
....Read more...
Type: Permanent Location: Pasadena, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:23
-
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...
....Read more...
Type: Permanent Location: Palm Desert, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:22
-
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Financial Institutions Group (FIG) team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Analyst in the Financial Institutions Group (FIG) team in the Investment Banking Division, you will be a key player in the execution of the firm's business.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* 1 year work experience in an investment banking front office, or related, role.
* Strong accounting, finance, quantitative and business writing skills.
* Bachelor's Degree in Finance, Accounting, or related field.
* Understanding of the transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
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 compet...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:21
-
The leveraged finance team focuses on analyzing and identifying optimal and marketable capital structure solutions for the client.
As an Associate in Leveraged Finance, you will work with experienced professionals at one of the world's leading global investment banks.
You will focus on analyzing and identifying optimal and marketable capital structure solutions for the client.
You will be responsible for deal coordination efforts across internal and external parties including coverage, credit, legal and client teams.
Job Responsibilities:
* Performing financial modeling and financial statement analysis
* Determining cash flow and asset-based debt capacity based on a wide range of business models
* Driving the preparation of customized term sheets, capital markets and credit approval packages and marketing materials
* Preparing presentation materials and participating in client/investor meetings
* Conducting extensive due diligence on companies, industry and product research as well as comparable analysis
* Coordinating communication across numerous internal and external parties
* Reviewing all work prepared by analysts including financial models
Required qualifications, capabilities, and skills
* 3+ years of experience in Investment Banking, Credit Risk, Big Four experience or related field
* Excellent quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutions
Ability to work in a team environment
* Outstanding written and verbal communication skills
* Well organized and able to efficiently manage projects with minimal supervision
* Ability to work well under pressure, multi-task and meet time sensitive deadlines
* Excellent presentation skills; comfortable presenting to client senior management, investors and senior members of the firm
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 and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-11 07:26:21
