-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-25 08:23:07
-
Be part of a dynamic group making a difference in communities nationwide by investing in affordable housing and historic projects.
As a Housing Investments Development Risk Manager, you'll help shape the future of real estate development through strategic risk management and collaboration.
Job summary
Tax Oriented Investments (TOI) is a Chicago-based team of 100 professionals within the Investment Bank's Securitized Products Group, specializing in tax credit equity investments in affordable housing, historic projects, renewable energy, and leasing.
As a Development Risk Manager (DRM) in the Direct Affordable Housing (DAH) Originations group, you will assess the feasibility and risks of real estate projects utilizing the Federal Section 42 Low Income Housing Tax Credit (LIHTC) program.
You'll monitor properties through construction and stabilization, focusing on design and construction risks, and provide expert advice to transaction leaders and senior management.
Job responsibilities
* Perform preliminary feasibility analysis of prospective investment opportunities from a design and construction perspective
* Evaluate the qualifications of the development team
* Analyze real estate market conditions and long-term competitiveness of built improvements
* Review and evaluate site control, entitlements, approvals, soil, and environmental conditions
* Review and evaluate project design, budget, schedule, and quality control program with third-party Architectural/Engineering consultants
* Review and evaluate sufficiency of construction contracts and contingencies
* Review and evaluate project insurance needs and coverages
* Review project documents for conformance to acquisition guidelines
* Review project documents for disbursement of equity contributions
Required qualifications, capabilities, and skills
* Professional degree in Architecture, Engineering, or Construction Management
* Strong understanding of real estate development processes, especially architectural, engineering, and construction practices
* Familiarity with principles of real estate finance
* Strong analytical and problem-solving skills
* Excellent written, presentation, and quantitative communication skills
* Proficiency with spreadsheets and databases
Preferred qualifications, capabilities, and skills
* Experience with multi-family product, especially LIHTC properties
* Ability to foster professional relationships among syndicator partners and industry colleagues
* 3+ years of experience in Architecture, Engineering, Construction, or Real Estate development; experience with multi-family and LIHTC properties a plus
* Experience maintaining project construction and lease-up databases
* Ability to contribute to Investment Committee presentations
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesse...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-25 08:23:06
-
Join a dynamic team at the forefront of affordable housing investment, where your expertise in real estate development risk will help shape communities and deliver impactful solutions.
As a Development Risk Manager (DRM) in the Tax Oriented Investments (TOI) group, you will play a critical role in evaluating and managing risks for affordable housing projects utilizing the Federal Section 42 Low Income Housing Tax Credit (LIHTC) program.
Based in Chicago, you will collaborate with a team of professionals to ensure successful project delivery from feasibility through construction and stabilization, directly impacting the quality and competitiveness of our investments.
Job responsibilities
* Perform preliminary feasibility analysis of prospective investment opportunities from a design and construction perspective
* Conduct initial project underwriting site visits with Origination Officers
* Evaluate qualifications of development teams
* Analyze real estate market conditions and long-term competitiveness of built improvements
* Review site control, entitlements, approvals, soil, and environmental conditions
* Collaborate with third-party consultants to review project design, budget, schedule, and quality control programs
* Present prospective opportunities to the Investment Committee
* Assess sufficiency of construction contract, contingencies, and insurance coverage
* Review project documents for conformance to acquisition guidelines
* Monitor construction and lease-up progress with third-party consultants
* Oversee disbursement of debt and equity contributions
* Maintain project construction and lease-up databases
* Foster professional relationships among syndicator partners and industry colleagues
Required qualifications, capabilities, and skills
* Professional degree in Architecture, Engineering, or Construction Management
* 7+ years of experience in Architecture, Engineering, Construction, or Real Estate development; experience with multi-family and LIHTC properties preferred
* Thorough understanding of real estate development processes, with strengths in architectural, engineering, and construction practices
* Familiarity with principles of real estate finance
* Strong analytical and problem-solving skills
* Superior written, presentation, and quantitative communication skills
* Advanced PC skills, including experience with spreadsheets and databases
* Ability to work independently and interact with different levels of management
* Ability to prioritize workload and manage competing demands
Preferred qualifications, capabilities, and skills
* Proven ability to foster professional relationships within the industry
* Demonstrated ability to present complex information to senior stakeholders
* Experience managing project databases and reporting
JPMorganChase, one of the oldest financial institutions, offers innovativ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-25 08:23:06
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive on the Technology Banking team, you will be responsible for growing and retaining profitable relationships within Commercial and Specialized Industries specializing in Technology.
The Technology team is part of J.P.
Morgan's Commercial Bank in its Commercial and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
* Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 8+ years of related experience
* Strong understanding of Commercial Banking products and services
* Understanding and interest in high growth software, payments, ecommerce and marketplaces
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and C...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-25 08:23:05
-
Join our Commercial & Investment Bank Treasury team to manage forecast and budget processes which support managing business activities to align with Treasury strategies across funding, capital and liquidity.
This is an exciting opportunity to work in a dynamic and strategic role within the Corporate Investment Bank Treasury group, where you will play a crucial part in optimizing performance and shaping the future of the organization.
As a Vice President in the Commercial & Investment Bank Treasury Planning & Analysis team, you will be responsible for execution of management reporting, forecasting, multi-year budget processes and analysis of liquidity metrics.
You will collaborate with various stakeholders to optimize performance and utilization of balance sheet and liquidity resources while adhering to regulatory constraints, internal controls, and business objectives.
Job responsibilities:
* Develop and execute daily and weekly liquidity management reporting
* Coordinate with CIBT Liquidity Analytics, Liquidity Controllers, Deposit Analytics, regional teams and CIB Line of Businesses ("LOBs") controllers to understand drivers for CIB's liquidity profile trend
* Craft messaging and analysis for monthly and quarterly senior-level overviews which articulate CIB liquidity usage with reference to the underlying business drivers and methodology/policy updates
* Support execution of the CIB's liquidity forecast according to Liquidity Coverage Ratio ("LCR"), Net Stable Funding Ratio ("NSFR") rules and firm's internal Stress Liquidity framework
* Support ad-hoc requests from Treasury & CIO and LOBs related to liquidity commentaries and forecast
* Liaise, partner and build strong relationship with key stakeholders across TCIO, Markets FRM group, Risk, P&A and LOB controller teams
* Work with transformation team to automate and streamline overall execution of management reporting and forecasts including implementation of proper controls
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent in Accounting, Finance, Business Administration or related field
* 5-10yrs of relevant experience
* Good knowledge of stress liquidity concepts
* Strong understanding of CIB Balance Sheet products and core lines of business
* Proficiency in Excel and PowerPoint
Preferred qualifications, capabilities, and skills:
* Strong stakeholder management and excellent communication/ listening skills
* Results orientated without compromising control and detail
* Experience in Planning & Analysis, Reporting or Controlling roles a plus
* Ability to handle multiple tasks simultaneously and efficiently/ thrives on challenges in a fluid working environment
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 ...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-25 08:23:04
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorganChase within the Consumer & Community Banking Card Technology team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
* Works collaboratively with Product Owner and the team to deliver new code using the most efficient design solution approach
* Performs Database design and development utilizing IMS DB, DB2, DB2 SQL, IBM Websphere MQ Messaging and stored procedures
* Estimates and plans JIRA stories and document task
* Adds to team culture of diversity, equity, inclusion and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Advanced Experience (7 years) in developing, debugging, and maintaining code in a large corporate environment with IBM-Z/OS Mainframe applications
* Experience with Mainframe development suite, COBOL, JCL, CICS, MQ, VSAM with primary focus on real-time processes and experience with batch, CICS Main view, REXX, CLIST
* Proficient in FTP/NDM/File-Mover, CA-7, IBM Utilities, Intertest, File Aid, TSO/ISPF/SDSF, File Manager, Changeman, SORT
* Experience with debug tools like Xpediter
* Strong Database design and development skills in IMS DB, DB2, DB2 SQL and Stored Procedures
* Experience with IBM WebSphere MQ messaging solution
* Understanding of architecture and design across all systems
* Experience estimating and planning JIRA stories (Documentation)
* Passionate about building an innovative culture
Preferred qualifications, capab...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-25 08:23:04
-
Join the Foreign Banks and Broker Dealer Payments Sales team!
As a Payments Sales Manager within the Financial Institutions Group - Foreign Banks and Broker Dealer segments, you will be primarily responsible for developing business from existing and new clients/prospects.
You are expected to expand the relationships by building a pipeline of sales opportunities and achieving new business sales goals through effective account planning, development of strong relationships and the implementation of sophisticated Payments solutions.
As a key member of the team, you will drive the end-to-end client experience.
Job Responsibilities
* Sell products with value to the firm as well as build a strong pipeline.
* Execute a comprehensive selling strategy in conjunction with Product and the Banking coverage officers.
* Collaborate with client service, compliance, operations, technology, risk, credit, legal in order to optimize delivery.
* Gain a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position JPM and solutions optimally.
* Drive the execution of the JPM Payments sales & client strategy to achieve new business sales objectives, maintain current revenue streams, expand market share and increase the share of wallet with target clients.
Required qualifications, skills and capabilities:
* 5+ years experience selling cash management products and knowledge of such products.
Familiarity with Trade Finance products, in addition to an understanding of credit, the credit/risk process and the compliance nuances of correspondent banking relationships.
* Ability to manage client risk dynamics, including the subtleties of global relationships, and contribute to manage those risks, working with internal partners and clients to implement a balanced risk/reward relationship.
* Demonstrated ability to work across cultures with internal teams and external clients globally.
* Demonstrated ability to identify and exploit supplemental sales opportunities, position and close new business, and assist in the design, sale and delivery of value-added services
* Competence in assessing new opportunities/prospecting, contacting key decision makers
* Strong account planning and demonstrated execution
* Comprehension of customer's industries, business needs and potential solutions
* Excellent verbal communication and negotiation skills
Preferred qualifications, capabilities, and skills:
* Given the international nature of our business, additional languages
* Prior coverage experience covering Global Banks.
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 bran...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-25 08:23:03
-
Your opportunity to make a real impact and shape the future of financial services is waiting for you.
Let's push the boundaries of what's possible together.
As the Senior Director of Software Engineering at JPMorgan Chase within the Corporate and Investment Bank Technology - Securitized Product Group Technology team, you will lead multiple technical areas and collaborate across technical domains.
Your expertise will be applied cross-functionally to promote the adoption and implementation of technical methods within various teams, helping the firm stay at the forefront of industry trends, best practices, and technological advances.
Job responsibilities
* Lead the SPG eTrading and Pre-trade capture team, create a road map and implementation plan for a strategic eTrading system, ensuring alignment with the firm's long-term goals and objectives.
* Conduct thorough analysis of legacy systems and processes; identify areas for improvement and innovation.
* Develop metrics and KPIs to measure the success of transformation initiatives and report progress to senior leadership.
* Drive the design and development of the new system, deep dive in-to existing system and processes and lead the team with 60-70% hands on development.
* Collaborate with wider SPG Trading, Risk and P&L teams to build scalable and robust solutions that support business needs.
* Proactively manage business stake holders, external clients and define product requirements, including data sources, integration points, and user interfaces, ensuring they align with strategic objectives.
* Apply deep knowledge of pre-trade and eTrading of fixed income product to guide strategic decisions and ensure alignment with industry best practices.
* Lead pilot projects to test new technologies and methodologies, evaluating their potential impact on the firm.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience.
In addition, 5+ years of experience leading technologists to manage, anticipate and solve complex technical items within your domain of expertise and more broadly across the organization.
* Experience in leading transformation projects and managing change within an organization
* Experience developing or leading large or cross-functional teams of technologists
* Demonstrated prior experience influencing across highly matrixed, complex organizations and delivering value at scale
* Experience leading complex projects supporting system design, testing, and operational stability
* Experience with hiring, developing, and recognizing talent
* Expertise in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Strong understanding of eTrading and Pre-trade across multiple asset class.
* Demonstrated ability to influence stakeholders an...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-25 08:23:02
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* 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.
...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-25 08:23:02
-
Push the limits of what's possible with us as an experienced member of our Software Engineering team.
As an Experienced Software Engineer at JPMorgan Chase within the Asset & Wealth Management Technology team, you will be a key member of an agile team responsible for designing and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
Depending on your team assignment, your role may involve developing mobile features to enhance customer and client banking control, strategizing on leveraging big data to accelerate our trading systems, innovating payment solutions for merchants, or supporting the integration of our private and public cloud platforms.
Job Responsibilities
* Participates in, design and develop scalable and resilient systems using Java or Python to contribute to continual, iterative improvements for product teams
* Executes software solutions, design, development, and technical troubleshooting
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces or contributes to architecture and design artifacts for applications while ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Advanced coding knowledge in Java programming language
* Strong technical skills Java development including areas such as Spring, Hibernate, JMS, Spring Boot
* Experience in Java (Core & EE, Spring Boot, Spring MVC, Spring Cloud)
* Strong skills around object oriented analysis and design (OOAD),Design principles and Design patterns with ability to trouble shoot and debug an application for any application issues
* Hands-on practical experience in system design, application development, testing, and operational stability
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Experience working with Sonar, SSAP, JIRA, GIT, Maven etc.
* Understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Knowledge of software applications and technical processes within a technical discipline (e.g...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-25 08:23:01
-
Step into a dynamic role at JPMorgan Chase as a Product Controller for Chase Auto where your expertise will drive the integrity and transparency of our management and external financial reporting.
Chase Auto is a sub-line of business within the Consumer & Community Banking business of JPMorgan Chase.
It provides auto loans and leases to consumers and commercial and real estate loans to auto dealers and is one of the nation's leading lenders of consumer auto loans and leases.
As a Product Controller Senior Associate in the Chase Auto Finance and Business Management team, you are responsible for the oversight of the financial statements and management reporting, ensuring a sound control environment.
To be successful in this role you will need to understand and apply the accounting treatments and ensure compliance with appropriate corporate and regulatory requirements.
You will also coordinate the preparation of quarterly regulatory requirements and validate financial statement items and understands their usage.
Job Responsibilities
* Apply up-to-date product/industry/market knowledge in specialty areas of Auto loan and lease accounting and related reporting
* Liaise with multiple stakeholders including business CFOs, risk teams and operational groups to assist with ad hoc requests and other business reporting
* Coordinate data collection and quarterly business results with various lines of business, Regulatory Controllers and SEC reporting teams
* Advance and support the controller agenda in various aspects for the production, review and filing of monthly, quarterly, semi-annual, and annual reports for various regulatory agencies that are used by the regulators for compiling widely-used statistics on the levels of, and changes in, domestic and international portfolio positions
* Participate in special projects supporting Chase Branded and Private Label Captive Finance partners including the Chase Auto securitization program and various balance sheet and capital management strategic initiatives
* Assist in Month-End close process, perform financial reviews and variance analysis and provide commentaries
* Participate in continuous improvement efforts around data quality review and external reporting improvement projects
Required qualifications, capabilities, and skills
* 4+ years in a Finance organization with exposure to accounting, financial statements, and/or regulatory reporting
* Bachelor's degree in Accounting or Finance
* Experience in Product Control, Financial Control or knowledge of SEC reporting/Regulatory Reporting
* Strong skills in time management, problem solving, written and oral communication
* Team player, with ability to work effectively across diverse functions, locations and businesses
* Proficient in Excel and PowerPoint/working knowledge in Alteryx, Tableau, Databricks & SQL Databases
* Strong analytical skills
* Extremely strong organizational and...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-25 08:23:01
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist in the U.S.
Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
* Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
* Develop investment policy statements and advise on asset allocation
* Closes sales of complex investment products
* Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
* Build excellent working relationships with internal clients
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
* Provide guidance to junior staff
Required Qualifications, Capabilities, and Skills
* 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
* Seven plus years of experience in Private Banking or Financial Services industry
* Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, and Skills
* MBA or CFA preferred
* Prior experience providing complex investment solutions to individuals
* In depth experience and/or knowledge of hedge funds, private equity and alternative investments
* Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
* 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 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, skil...
....Read more...
Type: Permanent Location: Garden City, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-25 08:23:00
-
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 Wealth Strategist you will be responsible for delivering the firm's wealth planning resources to clients and prospective clients, helping them identify, prioritize and achieve their long-term goals.
In addition, you will be an internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice capabilities the Private Bank offers.
Job Responsibilities
* Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding
* Work with advisors to develop business opportunities with new and existing clients
* Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making
* Present in an easily digestible, conversational manner
* Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies
* Train, coach and develop advisors to independently lead effective Wealth Strategy, Technology driven client engagements
Required Qualifications, Skills and Capabilities
* Nine or more years of experience in financial services including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies
* Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven ability to create business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues
* Strong financial planning knowledge in regards to cash flows, decision making, and goals-based planning and process driven engagements
* Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys)
* Willingness to travel regularly throughout J.P.
Morgan Private Bank's East Region
Preferred Qualifications, Skills and Capabilities
* Strong presentation skills in one-on-one and group meetings
* Ability to coach colleagues, client advisors and clients
* Ability to comfo...
....Read more...
Type: Permanent Location: Summit, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:59
-
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: Hobart, US-IN
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:58
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:57
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Raleigh, US-NC
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:56
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:56
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:54
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:54
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: El Segundo, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:53
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Palm Beach Gardens, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:52
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: Chico, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:52
-
J.P.
Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally.
The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P.
Morgan's various private equity and real estate entities.
Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients.
Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams.
You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations.
Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities
* Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
* Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
* Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
* Ensure adherence to control framework including prescribed policies and procedures
* Lead and work on ad hoc client projects and internal initiatives
* Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
* Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence
Required qualifications, capabilities and skills
* A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
* Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
* Bachelor's Degree in Accounting, Finance or MBA
* Abil...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:51
-
Warby Parker is searching for skilled and enthusiastic Opticians to join our growing team of in-house optical all-stars and play an integral part in what we're all about-helping people see! In this role, you'll become an expert in our brand and our glasses (take a peek at how they're made).
Whether you're helping longtime Warby Parker fans or first-time wearers, you'll deliver
extraordinary customer service to leave them excited and confident about our glasses.
Along the way, you'll partner with motivated, collaborative individuals who take their work (but not themselves) seriously.
You'll also expand your current skill set with a slew of career-advancing resources and benefits.
Our ideal candidate is a lifelong learner who's eager to help WarbyParker grow.
Sound a lot like you? Wonderful-read on!
What you'll do
• Work directly with customers to help meet all of their eyewear needs
• Take and record measurements, adjust and fit eyewear, and execute these details with flawless accuracy
• Check that our finished eyewear meets our optical standards, as well as customer requirements and requests
• Use your expertise to explain prescription terminology and product offerings to customers
• Work with your team to make sure all customers receive exceptional service
• Help customers choose the best frames and lenses based on their prescription needs, face fit, personal style, and lifestyle
• Collaborate with your team to form best practices for sales and customer service that can be implemented throughout the organization
• Represent our brand to help educate others and get them excited about our values and mission
Who you are
• A licensed dispensing optician in states that require a license (or an ABO-certified optician in non-licensing states)
• Passionate about the eyewear and retail industries
• A clear, effective, and professional communicator-you can break down technical terms for customers to easily understand
• Dedicated to going above-and-beyond to make customers (and your teammates!) happy
• An energetic, positive team player who's able to adapt in a fast-paced, ever-changing work environment
• Extremely detail-oriented and capable of juggling a wide range of responsibilities
• Open-minded-you're constantly learning and challenging what you know
• Someone who takes your work very seriously, but not yourself
• Not on the Office of Inspector General's List of Excluded Individuals/Entities (LEIE)
In compliance with local and state requirements, Warby Parker is committed to pay transparency.
We offer a comprehensive compensation package that includes not only a competitive base salary/hourly rate but also variable compensation for eligible employees.
For applicable postings, the range listed is a good faith estimate of the compensation for this position at the time of posting.
Final compensation is thoughtfully determined by a variety of factors, including the candidate's qualifications, experience, internal...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:50
-
J.P.
Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally.
The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P.
Morgan's various private equity and real estate entities.
Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto, and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
Job Summary:
As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients.
Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams.
You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations.
Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities:
* Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
* Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
* Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
* Ensure adherence to control framework including prescribed policies and procedures.
* Assist in ad hoc client projects and internal initiatives.
* Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
* Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.
Required qualifications, capabilities, and skills:
* A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
* Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund st...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-25 08:22:50
