-
Job Summary:
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
As an Associate in Equity Research covering Brokers, Asset Managers, Exchanges and Crypto , you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.
This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector.
You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence.
Research is fast-paced, demanding and intellectually stimulating.
We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Corporate and Investment Banking - Research
One of the world's most highly respected advisory franchises, J.P.
Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job Responsibilities:
* Build and maintain Excel-based models to forecast company financials and project industry dynamics
* Perform detailed valuation work to support stock recommendations
* Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage
* Write research notes on covered companies and sector reports and prepare presentations
* Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
* Fulfill client requests in a timely and thorough manner
* Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product
Required Qualifications:
* FINRA licenses Series 86 and Series 87
* Two to three years of experience in equity research and/or investment banking
* Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience
* Advanced level of proficiency in Excel
* Ability to multi-task and collaborate within a team environment as well as work independently
* High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment
* Passion for the markets and interest in Brokers, Asset Managers, Exchanges and Crypto sector
Preferred ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:48
-
Wealth Management, VP Product Development
Description
JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Within Wealth Management (WM) Solutions, the Solutions Product Development group collaborates with various WM and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and National Branch lines of business.
ROLE OUTLINE
This is a Vice President role focused on product development and management.
The Product Development team is responsible for launching and managing fee based, advisory products for distribution across four distinct US distribution channels.
These investments-whether proprietary or managed by third parties-are held in Separately Managed Accounts (SMAs) for mandates across all asset classes (Multi-Asset, Fixed Income, Equity, Alternatives, and Structured Products/Derivatives) and can be managed actively or via passive/index strategies.
In addition, the team is responsible for managing the product lifecycle across these programs and driving key strategic changes to streamline offerings across the channels.
This Product role requires strong expertise across all traditional asset classes-particularly multi-asset and fixed income-with additional experience in specialized areas such as derivatives considered a plus.
The role also requires the ability to build trusted relationships with key stakeholders and influence effectively across organizational levels to achieve strategic objectives.
* Partner with leaders across the company on designing and structuring new innovative offerings or enhance existing capabilities to ensure the best solutions are offered to our customers
* Independently lead product launches or changes collaborating across the investment management, business channels, trading, legal, compliance, risk, finance, tax, operations and technology teams
* Provide subject matter expertise on our offerings throughout the organization, assisting in addressing complex requests and representing these offerings in committees and forums
* Lead efforts to consolidate products, streamlining the offering to clients to optimize resource use and focus on areas of revenue and asset growth
* Provide ongoing product support and coordinate across business lines to ensure a unified client experience for new launches and the implementation of key program changes, both tactically and strategically
* 8+ years of experience in financial services, preferably with product experience in wealth management, ass...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:47
-
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: Hampstead, US-NC
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:47
-
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
* 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
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:46
-
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: Pittsburgh, US-PA
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:45
-
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...
....Read more...
Type: Permanent Location: Buda, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:45
-
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...
....Read more...
Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:44
-
As part of the Commercial & Investment Bank, JPMorgan Chase Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the movement of information, money, and assets.
We tackle complex challenges across the payments lifecycle with solutions that facilitate seamless transactions across borders, industries, and platforms.
Operating in over 160 countries and handling more than 120 currencies, we are a leading processor of USD payments with daily transaction volumes in the trillions.
As a Vice President, Applied AI/ML Lead (Sr Level IC role) within JPMorgan Chase Payments, you will own and drive the end-to-end delivery of high-impact AI/ML capabilities across the payments ecosystem-while remaining deeply hands-on.
You will apply modern neural networks (including Transformers) to build, fine-tune, distill, and deploy models that improve fraud/risk outcomes, operational automation, and client experience, operating under real-world constraints (latency, scale, reliability, explainability, and governance).
You will set technical direction, establish standards, and lead execution through influence-partnering closely with Product, Engineering, Risk, Compliance, and Data teams.
Job responsibilities
* Own a major AI/ML problem area end-to-end (e.g., transaction risk & fraud, anomaly detection, payment exceptions automation, routing/authorization optimization), from opportunity sizing and problem framing through production rollout and iteration.
* Design and build production-grade ML systems that operate at payments scale, balancing accuracy, latency, throughput, and cost across batch, near-real-time, and real-time inference patterns.
* Develop state-of-the-art neural approaches including Transformer architectures, representation learning, and sequence/graph methods where appropriate; apply fine-tuning (full/parameter-efficient), distillation, and model compression techniques to meet deployment constraints.
* Define rigorous evaluation and measurement: offline metrics, calibration, robustness testing, segmentation, and online experimentation where feasible; translate model lift into business impact (loss reduction, approval rates, false-positive reduction, ops productivity, client outcomes).
* Establish model lifecycle standards: reproducibility, testing, monitoring/alerting, drift detection, champion-challenger approaches, incident response/rollback, and ongoing performance governance.
* Partner with Risk/Compliance and model governance stakeholders to ensure appropriate documentation, controls, explainability/interpretability as required, and audit-ready processes.
* Lead through influence: drive technical decisions via design reviews, code/model reviews, and mentoring; raise the bar across applied scientists and ML engineers through best practices and pragmatic standards.
* Communicate clearly to senior stakeholders, including tradeoffs, limitations, and recommende...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:44
-
Join JP Morgan Asset Management, where your expertise as a Client Account Manager supporting our Insurance segment will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!
As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of J.P.
Morgan.
You will act as a point of contact for daily servicing needs of our Insurance clients and develop an understanding of their unique requirements of clients across all asset classes.
As a Client Account Manager you will also partner with Senior Client Account Managers to provide similar support to certain key strategic relationships clients and partner with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client.
Job Responsibilities
* Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager(s) for non-investment related activity and proactively manage and develop relationships with those clients
* Manage the onboarding process in tandem with our COM team for account set-up, communication with client and other third parties, inclusive of working with clients and internal stakeholders to agree upon mutually acceptable investment management agreements, fees schedules and investment guidelines
* Ensure client impacting regulatory change and business change is communicated to the client and internal stakeholders
* Attend client meetings and events as appropriate (including due diligence meetings)
* Perform all required client service functions including maintenance of client records, coordination of client cash flows and asset transfers, compliance with all internal procedures, verifying eligibility of clients for participation in fund vehicles, following up with clients on all outstanding invoices, and respond to clients' auditors, consultants, and other third party requests
* Communicate significant client issues internally and document/escalate as appropriate
* Participate in client impacting business and regulatory driven projects and initiatives
Required qualifications, capabilities, and skills
* Previous experience at an asset management firm; background in client service
* Bachelor's Degree required
* Excellent written and verbal communication skills
* Client focused and able to gain an in-depth understanding of clients' servicing needs
* Highly accurate with good attention to detail
* Strong organizational and problem-solving skills; ability to multi-task and to manage complex assignments
* Flexible/ability to adapt to change
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 C...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:43
-
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...
....Read more...
Type: Permanent Location: Conroe, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:42
-
At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:42
-
Join a talented and diverse group of analysts driving strategy and innovation across Chase Consumer Bank using data-driven approaches.
You will help shape how we measure impact, learn quickly, and optimize investment by translating complex data into clear, actionable insights.
As a Data Science Senior Associate at JPMorganChase within Consumer Bank Marketing Analytics, you will own measurement and testing for Chase First Banking marketing campaigns.
You will partner closely with stakeholders to design experiments, evaluate performance, and deliver recommendations that strengthen long-term customer relationships and improve retention-while contributing to an inclusive and collaborative team culture.
Job responsibilities
* Lead analytics strategy, planning, and execution for Chase First Banking marketing campaigns
* Deliver regular campaign performance measurement and reporting
* Conduct unstructured, ad hoc analyses of customer behavior and engagement
* Execute A/B and incrementality test readouts, including interpretation and recommendations
* Perform profitability, optimization, and return-on-investment analyses to inform investment decisions
* Consult on experimental design and data collection, developing new measurement approaches with stakeholders and partner teams
* Translate results into clear narratives and present insights to stakeholders and senior management
* Contribute to innovation initiatives that advance analytics methods and scalability
* Collaborate across Marketing Analytics and Test Design teams while supporting an inclusive team environment
* Maintain a rigorous controls environment to ensure accurate, timely, and reproducible results
Required qualifications, capabilities and skills
* Bachelor's degree in a quantitative discipline (e.g., Data Science/Analytics, Mathematics, Statistics, Physics, Engineering, Economics, Finance, or related field)
* 3+ years of experience applying statistical methods to real-world business problems
* 3+ years of experience using SQL and at least one of the following: SAS, Python, or R
* Demonstrated experience using AI-assisted development tools (e.g., GitHub Copilot, Claude Code, or similar) to accelerate analysis and code development
* Experience using data visualization techniques for analysis and stakeholder-ready storytelling
* Hands-on experience with A/B and incrementality testing methodologies, including experimental design, significance evaluation, and translating results into business recommendations
* Experience with web analytics tools (e.g., Google Analytics, Adobe/Omniture Insight/Visual Sciences, Webtrends, CoreMetrics, etc.)
* Strong written and verbal communication and presentation skills, with experience communicating effectively across levels and partner groups
* Master's degree in a quantitative discipline (e.g., Data Science/Analytics, Mathematics, Statistics, Physics, Enginee...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:40
-
Are you someone who has an interest in Financial Analysis and Management and is looking to grow your career working in a globally diverse organization? JP.
Morgan Asset and Wealth Management Finance and Business Management has a new opening for a Financial Manager based in Plano, TX.
This position will report directly to the head of planning & analysis for Asset and Wealth Management Technology & Data.
Asset and Wealth Management Data & Analytics Finance is an integral part of a larger Finance and Business Management organization that supports the Chief Data Officer, Artificial Intelligence/Machine Learning initiatives and respective organization within the Asset and Wealth Management Line of Business at JPMorgan Chase & Co.
As a Financial Analysis Senior Associate within the Asset and Wealth Management Finance & Business Management team, you play a crucial role in strategically managing capital, promoting growth and efficiencies, maintaining financial reporting, and proactively managing risk.
By providing information, analysis, and recommendations to enhance results and inform decisions, our teams ensure the company can navigate various market conditions while safeguarding our strong balance sheet.
At JPMorgan Chase & Co., we value the unique skills of every employee and are building a Finance and Business Management organization that thrives on diversity.
We encourage professional growth and career development and offer competitive benefits and compensation.
If you're ready to channel your passion for Financial Management into meaningful work, apply today.
Job responsibilities
* Analyze financials to understand business drivers and identify opportunities to improve
* Analyze and/or produce various monthly, quarterly, semi-annual and annual financial and management reporting deliverables; creation and dissemination of ad-hoc reports as directed by senior management
* Interpret and analyze large data sets to prepare insightful presentations for business reviews and senior management meetings
* Working knowledge of AI/ML industry trends and experience preferred
* Assist in analytical ad-hoc requests and support various stakeholders
* Deliver clear and concise communication and work products to business partners
* Collaborate with functional partners including Business Management, Chief Data Office, and Finance teams to achieve business objectives
Required qualifications, capabilities, and skills
* An interest in financial analysis and management
* Working experience with strategic planning, issue resolution and negotiation
* Skills in strategic thinking, decision making, oral and written communication skills
* Advanced knowledge of Excel, PowerPoint
* Self-motivated individual to go beyond immediate responsibilities
* Bachelor's Degree or equivalent experience
* 4+ years working experience
Preferred qualifications, capabilities, and skills
* Experience with Essbase, ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:40
-
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 International Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist in the International Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships.
Job Responsibilities
* Support investment reviews with clients to validate the clients' current investment objectives
* Prepare recommendations of appropriate investment products
* Assist with the development of investment policy statements and advice on asset allocation
* Build excellent working relationships with internal clients
* Support coordination of sales effort with Investors
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Required Qualifications, Capabilities, and Skills
* Bachelor's degree required
* Fluent in English and Spanish
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Capital markets or institutional brokerage experience
* Ability to multi-task and manage priorities effectively
* Excellent communication skills
* Strong analytical, quantitative, and problem-solving skills
Preferred Qualifications, Capabilities, and Skills
* Coachable professional with good \"business sense\" and an energetic/dynamic personality
* Ability to work both independently and as a team player
* Ability to adapt to a rapidly changing business and technology environment
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases
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 ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:39
-
Lead the vision for data-driven products-your strategic mindset and technical acumen will turn ideas into impactful solutions that shape the future.
This role is for someone who thrives on translating complex finance data needs into clear, actionable direction.
You will help shape how finance data products are defined, prioritized, and delivered-so leaders can make decisions with confidence.
You'll connect dots across teams, unblock progress, and keep work organized from idea to launch.
Most importantly, you'll bring people together to deliver outcomes that matter.
As a Finance Insights Product Manager on the Finance Data and Insights Team, you will lead the definition and delivery of finance-focused data product requirements, guiding cross-functional teams from early discovery through release.
You'll work closely with stakeholders across finance, technology, and product partners to translate complex needs into clear, actionable plans-while maintaining strong delivery hygiene in Jira and Jira Align.
You'll thrive in a fast-moving environment, create clarity where priorities compete, and help teams align on what "done" looks like.
Job Responsibilities
* Lead discovery and requirements efforts to define finance data product scope, outcomes, and success measures
* Facilitate stakeholder working sessions to surface needs, resolve ambiguity, and align on decisions
* Translate business needs into clear epics, features, user stories, and acceptance criteria
* Prioritize backlogs based on value, dependencies, and delivery capacity, ensuring transparent trade-offs
* Coordinate across multiple teams to drive alignment, resolve blockers, and keep delivery on track
* Maintain high-quality Jira and Jira Align hygiene (roadmaps, backlogs, dependencies, statuses, and documentation)
* Partner with technology and data teams to ensure requirements are feasible, testable, and well understood
* Drive end-to-end readiness for testing and release by clarifying scope, roles, and cutover expectations
* Communicate progress, risks, and decisions to a wide range of stakeholders in clear, concise language
* Identify process improvements that reduce friction and help teams execute consistently
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in Finance, Computer Science, Data/Analytics, Information Systems, or a related field
* 7 years of experience in product management, requirements, data/analytics, or finance technology delivery
* Demonstrated experience gathering requirements and translating them into delivery-ready artifacts (epics/stories/acceptance criteria)
* Ability to bring clarity to complex, ambiguous problem spaces and drive decisions
* Experience managing delivery backlogs and work plans in Jira and Jira Align (or equivalent tooling)
* Strong organizational skills with the ability to manage multiple priorities and dependencies
* Experience partnering...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:38
-
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 Lending Specialist in the Private Bank, you will manage our most complex borrowing relationships by presenting J.P.
Morgan Private Bank's credit solutions to ultra-high net worth clients and advising on implementation.
Job Responsibilities
* Act as internal sales leader for the credit product, liaising with Bankers and Investors to ensure credit is a core part of the J.P.
Morgan offering
* Partner with Bankers to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings
* Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market
* Responsible for deal analysis, due diligence and credit presentations to internal stakeholders and clients
* Supervise credit approval memos/restructure memos
* Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss
* Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment
Required Qualifications, Capabilities, Skills
* Seven plus years of experience with extensive credit, loan and deposit products
* Bachelor's degree required; MBA preferred
* FINRA Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
* Prior experience structuring creative and complex credit transactions
* Completion of formal credit training program
* Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning
* Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending
Preferred Qualifications, Capabilities, Skills
* Knowledge of hedge funds, capital markets and macro interest rate environment
* Knowledge of account maintenance, loan closing, credit administration and compliance procedures
* Ability to communicate sophisticated credit concepts to all levels of clients and prospects
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
JPMorganChase, one of the oldest financial institutions, offers innovative financial...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:38
-
Come join us in reshaping the future!
As an Applied AI Modeling Lead, within our Business Modeling organization, you will collaborate with colleagues across JPMorgan Chase to create high-impact quantitative models for our customers' financial needs, including retail, credit card, home, auto lending, and wealth management.
Job Responsibilities:
* Develop and launch machine learning and AI models tailored to business goals, balancing performance metrics while keeping speed to market and complexity consideration in mind.
* Lead modeling or data science engagements end-to-end, including interfacing with business, governance, and technology stakeholders, articulating clear business use cases, creating and delivering on project plans, conducting exploratory data analysis to formulate testable business hypotheses, model development and deployment, and performance monitoring.
* Be a subject matter expert and trusted advisor to business partners, helping them understand the strengths and limitations of our models.
* Partner with Governance teams to ensure comprehensive model documentation, track performance metrics, and maintain adherence to regulatory compliance standards.
* Coach and mentor junior team members, supporting their development in technical, business, and communication skills.
Required Qualifications, Capabilities, and Skills:
* M.S.
degree in a quantitative discipline (e.g., Computer Science, Data Science, Mathematics/Statistics, or Operations Research).
* 7+ years of hands-on, relevant Credit Cards industry experience in developing statistical, econometric, or machine learning (ML) models; 5+ years of hands-on experience with Artificial Intelligence (AI) such as reinforcement learning or optimization algorithms.
* Proficient in Python with hands-on experience in Machine learning and Deep learning frameworks (TensorFlow, PyTorch) and libraries (e.g., NumPy, Scikit-Learn, Pandas).
Strong working knowledge of Jupyter Notebook/Lab is essential.
* Skilled at defining analytical approaches for projects by converting ambiguous business inquiries into clear, actionable analysis plans.
Preferred Qualifications, Capabilities, and Skills:
* PhD in a quantitative discipline.
* Experience developing advanced forecasting, AI, or ML models in consumer finance, financial services, tech, or a major retailer.
* AWS Certified Machine Learning or Microsoft Certified: Azure AI Fundamentals preferred.
Knowledge of working on Databricks, Snowflake.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards pack...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:37
-
As a Financial Analysis, Senior Associate within the GRE Finance team, you will have the opportunity to work with other highly motivated team members in transforming the finance function into a connected, forward-looking organization that promotes strategic decision making of the business.
The team covers all aspects of the Firm's real estate portfolio including, but not limited to, space management, property management, lease administration, design & construction, and sustainability projects.This role offers high visibility across GRE and exposure to the Chief Financial Officer of the business, as well as the opportunity to work closely with a wide variety of stakeholders and senior business leads.
Job Responsibilities
* Develop strong working relationships with the Americas regional teams in planning, reporting and analysis of financials
* Own and understand all facets of the GRE P&L and balance sheet including current year budget and actuals reporting as well as coordination of GRE's 5 year capital & expense forecast models
* Prepare presentations for the Office Head Executive, including quarterly and annual business reviews
* Analyze variances, trends, risks and opportunities, performance against budget/forecast/targets, key business drivers and sensitivities
* Assist in the development of management reporting and improve the financial reporting and business analysis framework
* Support ad-hoc financial analysis in support of key functional areas of the business and opportunities to scale efficiencies
* Partner with accounting and the GRE functions (e.g., lease administration, economic incentives group, space & location strategy, design & construction) to ensure accuracy of financial forecasts
Required qualifications, capabilities and skills
* Bachelor's degree in business related discipline
* 5 years of experience in real estate, finance, or accounting experience
* Working knowledge of Microsoft Office suite, with proficiency in Excel and Powerpoint
* Prior experience or innate interest in the Real Estate asset class
* Sound judgment and independent decision making are required
* Ability to analyze data, process information and work under minimal supervision
* Ability to think outside of the box, identify problems & find cost efficient solutions
* Ability to maintain composure in a fast-paced environment and prioritize projects accordingly
* Ability to communicate succinctly and efficiently, comfortable interacting with senior business/Corporate leaders
* Ability to handle numerous deliverables simultaneously, many with critical deadlines; must be comfortable with frequently changing priorities
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.
Morga...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:37
-
Join a team that consists of an intellectually diverse team of economists, statisticians, engineers, and other analytics professionals, focused on applied AI and quantitative modeling.
As an Applied AI ML Senior Associate, within the Consumer Business Modeling team you will utilize cutting edge quantitative and computational techniques and leverage one of the world's largest repositories of consumer data.
Job Responsibilities:
* Apply critical thinking skills and perform advanced analytics with the goal of solving complex and multi-faceted business problems.
* Generate deep insights through the analysis of data and understanding of business processes and turn them into actionable recommendations.
* Contribute to the full modeling lifecycle, including defining the objective and key decision variables, choosing appropriate methodologies, performing advanced quantitative and statistical analysis of large datasets, and communicating results.
* Develop presentations to summarize and communicate key messages to senior management, sponsors and colleagues.
* Become a subject matter expert and trusted advisor in the statistical, optimization and/or machine learning modeling discipline.
* Actively contribute to the continuous learning mindset of the organization by bringing in new ideas and perspectives that stretch the thinking of the group.
Required Qualifications, Capabilities, and Skills:
* Advanced degree in Statistics, Data Science, Engineering, Computer Science, Economics, Operations Research, Mathematics, or equivalent quantitative field.
* Outstanding written and oral communication skills to present analytical findings and exercise influence among key project stakeholders.
* Experience in developing machine learning, optimization, and/or statistical models to solve real world problems (e.g.
Classification, Regression, Recommender Systems, Natural Language Processing, or Neural Language Modeling).
* Strong analytical, interpretive, and problem-solving skills, with demonstrated ability of thinking outside the box.
* Significant experience working with very large scale (structured and unstructured) data.
Preferred Qualifications, Capabilities, and Skills:
* Familiarity with big-data environments (e.g.
Hadoop, Spark).
* Model development experience on a cloud development platform.
* Banking & Financial Services background or experience.
* Proficiency in at least one programming language is required, with Python preferred.
* Ph.D.
is a plus.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competi...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:36
-
We welcome you to join one of the world's top five most admired and prominent companies.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
Come join us to be the best financial services company in the world which is formed to foster a creative, inclusive work environment that always values employees' personal and professional development.
As a Fund Servicing Analyst within JPMorganChase, you will play a crucial role in our fund servicing operations.
Your primary focus will be on executing routine transactions and collaborating with various teams.
You will also apply your knowledge of fund servicing to ensure smooth operations, while also identifying opportunities for process improvements.
Your emotional intelligence will help you build strong relationships and influence better outcomes.
This role is an excellent opportunity to develop your skills and contribute to our team's success.
Job responsibilities
* Provide independent valuation services to internal and external clients across a wide array of OTC derivative products including rates, credit, equity, FX, inflation, commodity, and volatility / variance swaps
* Produce and analyze valuations on OTC derivatives within client portfolios on a daily basis.
This will also involve comparing and analyzing OTC valuations across multiple sources.
The candidate should be able to quantify and clearly articulate any valuation movements through the Greeks
* Establish and develop strong relationships with both internal and external clients
* Resolve ad-hoc issues, including queries related to third party valuations, procedures, and processes
* Perform other functions as required and as the role and analyst's skills develop
Required qualifications, capabilities, and skills
* 1+ years of prior middle office or operations financial experience
* A proactive, pragmatic approach to problem solving
* Good mathematical background
* Ability to perform well in a fast-paced environment
* Self-motivated
* Exhibit a natural curiosity towards learning about the financial markets
* Experience in Bloomberg, Reuters, other trading or market data platforms
Preferred qualifications, capabilities, and skills
* OTC Derivatives valuation knowledge across multiple asset classes is preferred
* Preferred experience in derivatives or valuations
* Advanced degree (MBA,MS, CFA, FRM, CQF) or progression towards, is highly positive
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...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:35
-
Are you driven to connect with Southern California middle-market decision makers, uncover their banking needs, and generate high-quality opportunities for our banking team?
As a Business Development Officer within the Middle Market Banking team, you will be leading national business development initiatives for the Pacific Region with market responsibility of Southern California (San Diego, Inland Empire, Orange County, Los Angeles and Central Coast) under the guidance of the National Head for Business Development and Business Development Team Lead.
Your role will involve generating high-quality sales leads for middle market bankers by engaging prospective clients in meaningful dialogue about their banking needs and identifying opportunities to create mutually-beneficial relationships.
You will collaborate with local market teams to foster a persistent, productive relationship that supports regional business development needs.
Your disciplined, creative, and persistent approach will be crucial in gaining access to Middle Market decision makers, enabling potential revenue opportunities through in-person meetings and connections to the banking team.
Job Responsibilities
* Research prospects to determine optimal points of contact, stay abreast of key events influencing banking needs, and formulate a strategic approach to win new relationships for the Commercial Bank
* Employ a myriad of tactics such as cold-calls, emails, event invitations, and targeted marketing campaigns to establish and maintain contact quarterly with a portfolio of 800-1,000 prospects
* Develop relationships with qualified prospects with $20MM - $100MM in sales in assigned markets and identify opportunities to introduce bankers as appropriate
* Pursue broad and ongoing Commercial Bank product education to remain conversant in the features and benefits of our full suite of offerings including treasury, credit, retirement planning, investment banking, and more
* Align closely with partners across the firm to appropriately prioritize prospects, share best practices, leverage competitive intelligence, and evolve strategy as needed
* Maintain thorough records of our activities with each prospect to ensure fluidity of communication with multiple touch points across the bank
Required Qualifications, Capabilities And Skills
* 5+ years in sales or business development within the Commercial and Business Banking space
* Business-to-business sales experience
* Strong interpersonal and communication skills, particularly over the phone and in writing
* Comfort establishing relationships via phone and email
* Highly proactive, persistent, tenacious, nimble, and creative
* Ability to travel to markets and sales meetings, as appropriate and sales meetings, as appropriate
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 rev...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:35
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* 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.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busines...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:34
-
As a Sr.
Associate Brand Finance and Business Ops Lead, you are the catalyst for financial discipline and operational excellence, ensuring every marketing dollar delivers measurable impact.
You'll partner directly with Brand leadership to optimize complex budgets and translate financial data into actionable insights that drive smarter, strategic decisions.
This hybrid role serves as a key partner to the Brand organization, functional teams and Line of Business stakeholders.
As a Sr.
Associate Brand Finance and Business Ops Lead, you'll own and optimize complex marketing budgets, build & maintain executive dashboards, and drive strategic decision-making that shapes the Brand's financial health and operational excellence.
Your day will be spent partnering with the Head of Brand Finance & Business Ops, along with other members of the Office of the Chief Brand Officer, to track spend, manage contracts and payments, support resource allocation, and contribute to executive-level strategic planning - all while ensuring every dollar delivers maximum impact.
By streamlining processes and advancing AI initiatives, you'll play a critical role in strengthening the Brand team's resilience and drive innovation across the organization.
Your work directly empowers the Brand team to operate efficiently, make informed decisions, and achieve ambitious goals.
Job Responsibilities
* BUDGET MANAGEMENT & GOVERNANCE: Own ongoing budget planning, governance, and oversight across Brand's creative and research budgets - both discretionary and cross-line of business.
Track and validate spend across all budget lines, assess ROI, and ensure financial discipline at every stage.
Candidates should be comfortable managing complex, multi-line budgets, building dashboards, graphs, and complex macros/formulas in excel, as well as creating PowerPoint presentations for executive leadership
* BUSINESS STRATEGY & PERFORMANCE TRACKING: Guide strategic decision-making by developing business cases and tracking performance against goals.
Partner with leadership to identify opportunities for cost optimization and operational efficiency across all Brand activities.
* REPORTING & DASHBOARD DEVELOPMENT: Build and maintain detailed reports and dashboards for the CBO, CFO, CMO, and LOBs on a monthly, and ad hoc basis.
Develop macros, evaluate large datasets, and create audience-specific decks that communicate financial and operational insights clearly.
Leverage Workfront to build or enhance dashboards tracking resource allocation, capacity, and campaign planning.
* CONTRACT, INVOICE & PAYMENT MANAGEMENT: Process and track invoice payments, ensuring timely completion through payment tools including ARIBA, OPTIMA, EXPRESS PAY, ApprovEx, and ICM systems.
Partner with Brand Leadership to support annual agency planning.
* PROCESS & OPERATIONS MANAGEMENT: Support process improvement and operational efficiencies across Brand activities.
Function as a liaison between the Bra...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:33
-
You are a product manager who thrives on working through large scale and complex initiatives that have impact to millions of customers daily.
This role will be pivotal in driving a large scale change and approach to our digital card acquisition assets as a full product manager.
As a Product Manager in the Card Acquisition Product organization, you are an integral part of the team that is driving significant change across a suite of digital card acquisition experiences.
This includes modernization of existing assets, developing and integrating new capabilities and features, and driving next-gen thinking in how we engage and acquire our customers.
We are customer-focused and changing the way Chase does business and engages with our customers to ensure they have the best and consistent acquisition experience across channels.
This product manager will proactively take on a critical mission to assess current state, lead discovery on new growth plans, and then ultimately deliver a full refresh of our customer experiences.
They will engage with a wide list of partners and lead the overall delivery and coordination.
As a product leader, you are responsible to own the backlog, roadmap, requirements, and partnering with our key partners to deliver and put in production significant changes to how we operate, specifically within the branch.
This is a great opportunity for a seasoned product manager to take full end-to-end ownership.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Is equally comfortable engaging in business, technology, design, data, and analytics discussions with key stakeholders
* Can rally the broader organization, align on a clear and focused roadmap, and drive consensus on paths forward
* Able to handle production related issues quickly, triage, and drive meaningful solutions
* Can craft, weave, and tell a clear value strategy and story to a wide range of stakeholders
Required qualifications, capabilities, and skills
* 7+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, data, and analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Comfortable writing stories, epics, and requirements overall alongside key partners such as Technology, Design, Data, and Analytics
* Proactively challenges the status ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:33
-
Join our dynamic team to advance agile methodologies, fostering innovation and high-quality solution delivery in a collaborative environment.
As an Agility Senior Associate in Compliance Investigations team you will contribute to the team by guiding and supporting solution delivery teams in adopting and adapting agile practices throughout the product development lifecycle.
Leveraging your advanced knowledge of agile principles you will facilitate group discussions, decision-making processes, and collaborative activities to build continuous improvement and high performance.
Your expertise in coaching, communication, and leadership will enable you to effectively manage complex projects, foster a culture of innovation, and enable the successful delivery of high-quality solutions.
Job responsibilities
* Facilitate the adoption and adaptation of agile methodologies within teams and provide guidance, training, and support to propel continuous improvement and high performance
* Create an environment of collaboration within the teams that allows for open dialogue and productive solutions for resolving conflicts
* Enable agile project delivery by facilitating the prioritization of tasks and managing resources to effectively address complex situations to achieve project goals
* Analyze and interpret policies, identify key barriers, and apply your critical thinking skills to address challenges within the product development lifecycle
* Guide teams and individuals in understanding and applying agile principles, frameworks (e.g., Scrum, Kanban), and best practices.
* Mentor feature teams to build agile capabilities and Facilitate agile training sessions and workshops.
* Lead agile ceremonies (e.g., stand-ups, sprint planning, retrospectives) when needed.
* Help teams resolve impediments and foster a culture of collaboration and transparency.
* Encourage open communication and feedback within and across teams.
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in a relevant domain, with a focus on guiding teams to adopt agile methodologies and practices
* Demonstrate a comprehensive understanding of multiple product development lifecycle stages, methodologies, and best practices
* Demonstrate proficiency in facilitating group discussions, decision-making processes, and collaborative activities within teams to achieve product goals
* Showcase proficiency in agile delivery and agile approaches, with a developing ability to coach teams and strive for continuous improvement and high performance
* Ensure agile processes comply with organizational policies and standards, assist in scaling agile practices across multiple teams or departments (e.g., using SAFe, LeSS, or other scaling frameworks).
* Support teams in meeting regulatory and audit requirements within agile frameworks.
* Coordinate cross-team dependencies and facilitate prog...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-12 09:27:32