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Join the Banking & Wealth Management Controllers team for an opportunity to work in a dynamic environment and partner with the JPMorgan Wealth Management (JPMWM) CFO Organization, Global Private Bank Controllers, LEC Controllers, Consumer & Community Banking (CCB) Regulatory & SEC Reporting, CCB Treasury, and other groups within the Firm.
As a Senior Associate in the Banking & Wealth Management Controllers team, you will support the reporting and analysis of Wealth Management products for the Banking & Wealth Management line of business.
You will drive relationship management with the JPMWM CFO Organization, as well as Product, Global Private Bank, etc.
Additionally, you will work on various business integration initiatives that involve streamlining processes, charting flows for all revenues, building best practices for data analysis and retrieval, and develop reporting.
In this role, you will have an in-depth understanding of various investment products, the Insurance/Annuity business, both direct journal entries and indirect allocations, and revenue flows.
Job responsibilities
* Collaborate with various Operations groups in different lines of business to map-out and flow revenue streams
* Present and provide updates to senior management regarding new products, flows, and financial results
* Establish strong relationships and provide support to the JPMWM business (CFO, Product, CCB Regulatory & SEC Reporting, Financial Control, Global Private Bank Controllers, etc.)
* Escalate issues constructively and present complex information in a clear and concise manner to senior management
* Provide controller support for month-end close process (i.e.
variance explanations, data aggregation, both Balance Sheet and Income Statement reporting, journal entries and automation)
* Distribute and create reporting as necessary to various stakeholders
* Implement new accounting standards and reporting requirements by staying current with evolving GAAP and regulatory changes impacting the business
Required qualifications, capabilities, and skills
* Bachelors degree in Accounting or Finance and strong knowledge of GAAP
* 4+ years of work experience in Accounting or Finance
* Highly proficient in Excel and PowerPoint
* Experience with SAP, Hyperion Essbase or Dodeca or a willingness to learn
* Ability to grasp concepts quickly, develop a plan, and execute for results
* Solid problem solving, analytical, and creative thinking skills
* Ability to summarize large amounts of data, formulate a concise message, and communicate clearly to Management
* Strong multitasking and organizational skills
Preferred qualifications, capabilities, and skills
* Business Objects, SQL or Tableau skills preferred
Additional Information
Applicants must be authorized to work for any employer in the U.S.
We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at t...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:28
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Join J.P.
Morgan and make a direct impact on the evaluation of oil and gas reserves that drive our lending decisions.
As a Petroleum Engineer, you will leverage your technical expertise to assess energy assets and support business growth.
This is your opportunity to collaborate with industry leaders, apply advanced engineering skills, and help shape the future of energy finance.
You will work in a dynamic environment where your insights and recommendations matter.
Be part of a team that values innovation, accuracy, and professional development.
As a Petroleum Engineer in the Reserves Evaluation team, you will independently conduct comprehensive oil and gas reserve and economic evaluations for customer loan requests and borrowing base reviews.
You will collaborate with Engineering Technicians, Risk teams, and bankers to develop business relationships and ensure that evaluation results are clearly documented and communicated.
Your work will help us make informed lending decisions and manage risk effectively.
Job Responsibilities
* Perform independent, comprehensive oil and gas reserve and economic evaluations for prospective and existing customer loan requests and borrowing base reviews
* Collaborate with Engineering Technicians, Risk teams, and bankers to develop business relationships focused on reserves evaluation as collateral
* Document evaluation results in memorandums that summarize recommended loan value, estimated economics, key assumptions, downside risks, and asset quality
* Apply established policies, practices, and procedures in reserves evaluation, seeking guidance from Senior Petroleum Engineers on complex issues
* Classify oil and gas reserves according to PRMS deterministic reserve categories
* Utilize standard economic software such as Aries and PHDWin for reserve and economic analysis
* Develop and maintain Excel models to support reserve and economic evaluations
* Communicate technical findings and recommendations through clear, concise technical writing
Required qualifications, capabilities, and skills
* Bachelor's degree in Engineering or a related field
* Minimum 5 years of experience with an E&P operating company, including exposure to reservoir engineering, operations, geology, major capital projects, and business development
* Experience estimating oil and gas reserves and running economics
* Understanding of PRMS reserve designations and deterministic reserve classification
* Proficiency in standard oil and gas economic software (Aries, PHDWin)
* Advanced Excel modeling skills
* Strong technical writing skills
Preferred qualifications, capabilities, and skills
* Experience with additional software such as ComboCurve or Spotfire
* Demonstrated ability to work independently and collaborate across teams
* Experience preparing memorandums for lending or risk management purposes
* Exposure to business development in the oil an...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:28
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Join JPMorgan Chase as a Valuation Control - Associate! The Valuation Control Group (VCG) is organized along business lines including Commercial & Investment Banking (Macro Products, Credit, Equities, Securitized Products, IB Risk), CIO, Treasury & Corporate (CTC), Asset Management and Consumer & Community Banking (CCB).
Clients of the group include senior management, business heads, regulators, and both internal and external audit.
As a Valuation Control - Associate within the SPG team, you will be responsible for assessing the fair value of various securities, loans and long-term debts in Securitized Products Group.
You will also focus on insightful analysis leveraging multiple market data sources through advanced analytics platforms.
Job responsibilities:
* Assist with the development of valuation framework reviews, monitoring of market relevant indicators to assist in calibrating pricing parameters
* Apply fair value concept to comply with Financial Accounting Standards Board guidance on Fair Value Hierarchy disclosure
* Enhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments and implementing new tools to enhance control efficiency
* Act in a challenge capacity to ensure proper vetting of price valuation takes place
* Partner with various functional groups on valuation related issues and develop/implement appropriate measures with the goal of ensuring fair value
* Partner with stakeholders on valuation related initiatives, regulatory exams and internal and external audit inquiries
* Assist with management reporting of valuation results or other similar responsibilities
Required qualifications, capabilities, and skills:
* 2+ years of experience in fixed income valuation related to but not limited to mortgage and securitized products
* Attention to detail while also be able to communicate to senior stakeholders in succinct/clear fashion
* Excellent communication skills both verbally and in writing
* Ability to perform within a high pressure and time-sensitive environment
* Capacity to understand complex concepts and effectively challenge peers in other groups across the organization
Preferred qualifications, capabilities, and skills:
* Undergraduate degree with finance, accounting, and economics major preferred
* Knowledge of programming (e.g.
Python), analytics platform (e.g., Alteryx) and data visualization tool (e.g., Tableau) a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:26
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If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you.
As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection.
You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.
Job responsibilities
* Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
* Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
* Manage a portfolio of 50-65 clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
* Manage credit opportunities within assigned portfolio up to $40 million
* Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
* Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities and skills
* Minimum of 8 years' experience in business banking relationship management role or related business lending experience
* Bachelor's degree in Finance or related field, or equivalent work experience
* Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence
* Able to identify innovative solutions to best serve client and/or manage risk
* Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions
* Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards
Preferred qualifications, capabilities, and skills
* Expert knowledge of business, credit underwriting with commercial credit training.
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 a...
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Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:25
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The Product Strategy & Operations Vice President leads the development and execution of product strategies, driving innovation and market growth across the organization.
This role oversees cross-functional teams to ensure operational excellence, efficient product delivery, and alignment with business objectives.
As aProduct Strategy & Operations Vice Presidentwithin our Planning & Analysis (P&A) Innovation and Transformation team, you will play a pivotal role in defining and executing the product strategy for our Anaplan platform.
You will work in close partnership with the Anaplan Product Owner to align on vision, roadmap, and delivery priorities, ensuring our solutions meet the highest standards of quality, compliance, and risk management.
Leveraging your expertise in product management, operational rigor, and stakeholder engagement, you will help scale our Anaplan capabilities and deliver measurable value to the firm.
If you thrive in a dynamic environment, excel at connecting strategy to execution, and are
passionate about building world-class products with strong governance, this role is for you.
Job Responsibilities:
* Collaborate closely with the Anaplan Product Owner to define and drive the product vision, strategy, and roadmap, ensuring alignment with firmwide objectives and stakeholder needs.
* Develop and implement best-in-class operational processes to support product delivery, adoption, and continuous improvement.
* Lead risk assessment, compliance management, and third-party oversight activities for the Anaplan platform, including vendor performance assessment, controls effectiveness, and audit readiness.
* Partner with P&A, business management, technology, compliance, and risk teams to gather requirements, prioritize initiatives, and ensure alignment.
* Establish and track key performance indicators (KPIs) to measure product success, user adoption, and business impact.
* Champion agile methodologies and lead change management efforts to drive user engagement and facilitate smooth transitions.
* Monitor industry trends, competitive landscape, and emerging technologies to inform product strategy and identify growth opportunities.
* Mentor and develop junior team members, infusing an element of controls and compliance on a team of innovators.
Required Qualifications, Capabilities, and Skills:
* Minimum 6 years of experience in product management, strategy, or operations
* Proven track record of leading product strategy and operational initiatives in a fast-paced, results-driven environment
* Strong understanding of the P&A function (close, budgets, forecasts) and associated systems
* Demonstrated experience in risk management, compliance, and third-party/vendor oversight
* Exceptional communication and presentation skills, with the ability to articulate complex concepts to diverse audiences
* Experience with Agile methodologies and the Software ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:23
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorganChase within the Commercial and Investment Bank in Markets Securitized product trading, 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.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Experience in Java , SpringBoot, Caching technologies ( like Redis, Gemfire etc..),Tibco, Microservices, Kafka, Python.
* Proficient in all aspects of the Software Development Life Cycle, Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency and Security.
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s)
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* In-depth knowledge of the FICC products (ex: MBS) , Bond Analytics and their IT systems
JPMorganChase, one of the oldest financial institutions, offers innovativ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:23
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Midland, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:22
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead eSoftware Engineer at JPMorgan Chase within the Commercial and Investment Bank, specifically as a part of the Markets Technology, Options Algorithmic Trading sub-line of business, you will play a crucial role in an agile team.
Your responsibilities include enhancing, creating, and delivering high-quality technology products that are secure, stable, and scalable.
Your technical expertise and problem-solving skills will be vital in tackling various challenges across different technologies and applications.
As part of the Electronic Trading Technology (ETT) team, you will be responsible for developing and maintaining the robust technology infrastructure that underpins our electronic trading operations.
This encompasses designing and implementing systems for order management, trade execution, market data processing, and risk management.
Within the ETT, your primary focus will be on the Options Algorithmic Trading team, where you will work on developing and refining algorithmic trading engines specifically for options instruments.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Execute creative software solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches to build solutions or break down technical problems.
* Develop secure, high-quality production code in Java, and review and debug code written by others to ensure adherence to best practices and performance standards.
* Design and implement algorithmic trading strategies, focusing on optimizing execution and performance in a low-touch trading environment.
* Collaborate with the product team to translate trading strategies into efficient and scalable algorithms.
* Continuously improve and refactor existing codebases to enhance performance, implement comprehensive testing, and ensure the reliability of trading systems.
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering
* concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) - Java
* Experience with algorithmic trading systems and...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:22
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Join the Digital Central Financial Planning and Analysis (FP&A) team for a dynamic role to act as the trusted advisor to the Digital Finance & Business Management team and help provide financial control, forecasting and budgeting, strategic analysis, senior management reporting and assist with process improvements & automation.
As a Senior Associate in the Digital Finance and Business Management team, you will support optimizing planned spend, acting as a trusted advisor, and being responsible for identifying, escalating, and mitigating financial risks.
You will also provide financial and strategic analysis, oversight and coordination of budgeting and forecasting, financial control, analysis of financial/business metrics, delivery of regular management reporting and development of new reporting capabilities.
In this role, you will be the trusted advisor to the line of business Chief Financial Officers by advising on how to increase profitability and efficiencies.
Job responsibilities
* Prepare financial budgeting, reporting, forecasting and analysis
* Provide efficiency reporting, analytics and strategy including, but not limited to location strategy, span of control, reporting and analytics
* Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
* Provide oversight and deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
* Perform variance analysis to understand the key drivers of the results and present commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets.
* Help design new reports and dashboards to efficiently deliver the financial results to senior management
* Enhance controls and streamlining processes, introducing automation where possible
* Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
* Identify key business risks on the platform and drive resolution of mitigating controls
* Participate in collaborative initiatives with team members and global managers, coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
* Communicate effectively with key business partners to understand projects and drive next steps
Required qualifications, capabilities and skills
* Bachelor's degree in Business, Finance, Economics, or other related area
* 4+ years of work experience in Finance, Planning & Analysis, Business Management, Accounting/Controller, Technology or Product background
* Experience with strategy, creation of business cases, process improvement and automation
* Advanced skills in Excel and PowerPoint with the ability to build decks, present data and tell a story
* Inquisitive, enthusiastic and diligent, and capabl...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:20
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Are you passionate about optimizing workflows and developing content strategies that help drive innovation and revenue? Join our team and make an impact.
As a Content Strategist within our Commercial and Investment Bank, you will play a pivotal role in driving content structure and organization using Adobe Experience Manager (AEM) and ensuring the accuracy and quality of product sales materials, proposals and various content across multiple connected platforms.
Your efforts will contribute to optimizing and transforming content workflows and structure and enabling better results when connected to an LLM model for more efficient content retrieval.
You will help design and maintain workflows that employ a centralized and distributed content management approach, through AEM and connected content platforms.
Your efforts will contribute to generating new revenue and retaining existing clients.
You will independently manage content projects from inception to completion, ensuring content is easy to use and find while also validated for accuracy, compliance, and proper positioning.
Job Responsibilities
* Drive content authoring structure, workflows and organization using Adobe Experience Manager (AEM) and maintain a working knowledge of AEM
* Analyze existing content structures and workflows to identify opportunities for optimization, ensuring seamless integration with LLM models
* Provide strategy and execution for content initiatives, optimizing and transforming content workflows within AEM and other platforms
* Maintain and optimize a unified content organization approach that leverages taxonomy and tagging to ensure content is usable and findable by the sales organization
* Help define KPIs, design dashboards and analyze content and platform engagement to identify gaps and opportunities
* Collaborate with subject matter experts to manage and enhance standard content for client-facing documents, including RFPs and product sales materials, across multiple content management systems
* Oversee a small portfolio of content to ensure regular updates and maintain content accuracy
* Handle ad hoc updates and corrections to content as needed
* Demonstrate advanced knowledge of assigned products and a broad understanding of all treasury services products and processes
Required Qualifications, Capabilities and Skills
* 5+ years in content strategy, governance, knowledge management or enablement platform administration
* 2+ years hands-on experience with AEM
* Demonstrated experience working with large language models and understanding their application in content management systems including technical skills that integrate AI and machine learning
* Proven track record in developing and executing content strategies that leverage advanced technologies for improved retrieval and user engagement
* Strong analytical skills to turn data into actionable recommendations
* Proven experience...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:19
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
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Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:19
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Cranberry Township, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:18
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Argyle, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:18
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Description
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an experienced Analyst on the Equity-Linked Capital Markets Team, you will be a key player in the execution of the firm's Equity-Linked transactions including convertible debt, mandatory convertibles and call spreads.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team, working on some of the firm's most complex transactions.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your experience to contribute to the firm's capital raising and structuring capabilities, while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of Capital Markets and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute equity-Linked origination: pricing and modeling of convertible and call spread transactions as well as preparing marketing materials for the same
* Execute Transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office, or related, role.
* Strong accounting, finance, quantitative, mathematics and business writing skills.
* A well-rounded academic background from a top tier educational institution.
* An understanding of the transaction cycle and steps in a capital markets offering
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Ability to multi-task across competing deadlines and industry groups within the firm.
* Passion for quantitative finance, markets, and some familiarity with equity-linked and derivativ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:17
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Greenville, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:16
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Katy, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:15
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Tukwila, US-WA
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:09
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Commercial & Investment Bank in Electronic Trading Technology, 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.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Doing core development and delivery of KDB based systems, including framework development.
* Leads team members via book of work management.
Improve team through SDLC, testing and continuous improvement of coding standards.
* Develops scalable real-time processing solutions using agile methodology.
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) KDB, Q language
* Proficiency in automation and continuous delivery methods.
Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Development lead and mentoring experience: requirements capture, task decomposition, time and effort estimation, delivery planning, testing, user acceptance testing.
* Deep understanding of KDB technology and Q language.
Solid professional experience using KDB.
* Deep understanding of KDB+tick design and data organization, performance implications of different approaches.
* Practical experience developing/running large datasets and optimizing query performance.
* Practical experience scaling and load-balancing of KDB applications.
Practical experience building resilient and high-availability KDB applications.Advanced knowledge of software...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:09
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Vice President in Business Baking, you will manage the allowance process, ensuring effective risk assessment, performance tracking of the portfolio, and collaboration with stakeholders while mentoring junior analysts and providing strategic insights to senior management.
Job Responsibilities:
* Oversee forecasting and analytics for the BB portfolio to support allowance process.
* Compile, interpret, and summarize data to provide information, prepare reports, and present findings, analyses, and recommendations to Senior Management.
* Explain the model behavior and results, offering insights to support the outcomes from a business perspective.
* Understand the credit forecast process, including the needs and rationale behind business decisions.
* Coordinate interactions and partner with Controllers, Finance, P&A, Modeling, and MRGR to ensure consistency in the loss forecast.
* Mentor and coach junior analysts to enhance their risk management skills and financial knowledge.
* Implement and adhere to best practices, controls, and standards for all production processes.
* Provide thought leadership on complex problems, guiding and influencing others to achieve results.
Required qualifications, capabilities, and skills:
* Master's degree in a quantitative discipline (e.g., Finance, Mathematics, Statistics, Economics)
* Minimum 5+ years of related experience in Risk and/or Finance
* Strong communication and interpersonal skills, essential for presenting to and collaborating with business partners and model end-users, including the ability to explain and present analyses
* Strong analytical, interpretive, and problem-solving skills, with the ability to synthesize and analyze diverse information.
* Experience managing complex processes that leverage data and models
* Self-motivated and proactive, with the ability to work accurately under pressure to meet deadlines
* Proven ability to communicate effectively within a team environment and interact across departments
* Ability to clearly summarize and explain large and complex information to a wide range of audiences, including senior leaders, audit, controllers, finance, model developers, regulators, and controls
* Proficiency in analytical languages (e.g., SAS, Python, R)
To be eligible for this role, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:08
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking - Payments division, you are an integral part of an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
As a core technical contributor, you will be responsible for implementing critical technology solutions across multiple technical areas within various business functions, all 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
* Lay the strategy for and train teams in the \"You Build It, You Run It\" (YBIYRI) model, promoting ownership and accountability for the entire lifecycle of the software.
* 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 in Java, AWS, Terraforms.
In addition, demonstrated coaching and mentoring
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s)
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:07
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Consumer & Community Bank - Controls group, you play a crucial role in an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
As a key technical contributor, you will be responsible for implementing critical technology solutions across multiple technical domains, supporting various business functions to achieve 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
* Leads and mentors a team of 5 to 10 junior software engineers
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) such as Java and React
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Advanced experience in domain-driven design, relational databases, PostgreSQL, and Kafka
* Hands on experience in Spring Boot, JSON, and AWS services
* Expertise in AWS Cloud services and deployment of applications
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Experience with Kuberneties, Docker or other containers
* In-depth knowledge of the financial services industry and their IT systems
Chase is a leading financial services firm, helping nearly half of America's households and small busine...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:06
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Kirkland, US-WA
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:04
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Do you enjoy providing support to achieve sales and portfolio growth objectives? You have found the right team.
As a Sales Fulfillment Associate in the Sales Success Office, you will be a key player in our Payments Sales organization.
Your contributions will directly impact our new sales targets and portfolio growth objectives through the submission of high-quality implementation requests.
You will provide essential support to our Payment Sales Managers (PSMs) and Payment Client Managers (PCMs) by initiating implementations, ensuring accurate billing, rate implementation and credit setups while guaranteeing proper internal controls and policies are followed.
You have the opportunity to develop a deep understanding of JP Morgan Payment products and skills, paving the way for a successful career within various Payments functions including Sales, Implementations, Product, Risk and Controls, and Client Service.
About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework.
We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes.
Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.
Job responsibilities
* Provide subject matter expertise, confirm scope of requests, products, and services
* Initiate global implementation requests for new business with clients
* Own process for simple and complex implementations
* Coordinate with Sales and Implementations by providing day to day oversight of implementation of client change requests
* Submit billing information; including billing adjustments
* Conduct rate changes for clients as directed by client coverage teams.
* Support ad-hoc requests (e.g., billing and pricing, rates, and credit inquiries)
* Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
* Apply required control procedures
Required qualifications, capabilities and skills
* Demonstrates the ability to understand Payments products, pricing philosophy, and billing process and procedures
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial s...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:02
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The Retention Specialist is responsible for supervising, instructing and directing activities of trainees to operate a cash register, stock/organize shelves, receive products from warehouse trucks, merchandising and methods to provide exemplary customer service and develop interpersonal and social skills.
This position also evaluates trainee work performance and related behaviors to determine appropriate job site, goals and objectives and assists in finding and retaining community employment.
RESPONSIBILITY LEVEL:
Implements strategies to achieve the goals for the organization and instruction and activities of participants in the retail training program.
Sustains policies, procedures and programs.
Typically works on projects and tasks that span 3 - 12 months.
PRINCIPAL DUTIES:
1.
Project and Change Management: Effectively plans and manages own work to reliably complete routine job responsibilities and special assignments.
Periodically serves as a team member or subject matter expert on formal or department projects.
Effectively engages in change affecting her/him, communicating appropriately with supervisor.
Follows through on learning, skill building, and practice necessary to adapt to change.
2.
Problem Solving: General supervision, regular review of work by manager or senior coworker.
May be paired with senior team member for development purposes.
Uses skills to solve problems of routine complexity; able to identify root cause, interpret data, and resolve issues.
3.
Technical Skills: Fundamental knowledge of professional principles and skills.
Works in compliance with established procedures.
4.
Community Engagement: Serves as an ambassador for Goodwill in the wider community.
Participates in volunteer opportunities as schedules and interest permit.
5.
Assist individual trainees in the orientation to the firm's policies, procedures, products, services, standards, and work demands required.
6.
Supervise, instruct, and direct activities of retail trainees with learning to operate a cash register, stock and organize shelves, receiving products from the warehouse truck, merchandising and methods to providing exemplary customer service and utilizing interpersonal and social skills to be successful working in a store environment.
7.
Provide leadership, training and coaching to increase productivity and to enhance trainee work skills, promote work adjustment/behavior modification and maximize work capabilities.
Evaluate trainee work performance and related behaviors to determine appropriate job site, goals and objectives.
8.
Function as a case manager.
Maintain and keep current appropriate reports and records.
Complete data collection on each trainee to report progress, attendance, individual plans
9.
Meet production quotas and quality control standards as established by the employer.
10.
Provide emotional and problem solving/supportive techniques to individual consumers.
11.
Maintain positive working relationships with job site personnel.
12.
...
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Type: Permanent Location: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:01
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, 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.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Wapakoneta, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:00
