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Job Description:
The Vice President, ConnectWealth PMO will serve as a critical member of the leadership team driving the execution of our flagship ConnectWealth program.
This transformative initiative, spanning multiple lines of business and functions, aims to revolutionize our managed accounts operating model and deliver a cutting-edge, intuitive technology platform.
As the VP, PMO, you will work hand-in-hand with the Program Lead to ensure seamless coordination across workstreams, proactively identify and mitigate risks, and maintain unwavering focus on delivering business value.
You will be instrumental in establishing a robust PMO function that provides transparency, governance, and strategic direction to this high-profile program.
This role presents an unparalleled opportunity to make a lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale, complex transformations.
If you thrive in fast-paced, dynamic environments and are passionate about shaping the future of wealth management, this is the role for you.
Key Responsibilities:
* Establish and lead a best-in-class PMO function that serves as the nerve center for the ConnectWealth program
* Partner with the Program Lead to develop and execute the overall program strategy, roadmap, and delivery plan
* Drive rigorous program governance, including risk and issue management, change control, and executive reporting
* Proactively monitor and manage cross-functional dependencies, ensuring seamless integration across workstreams
* Lead the development and implementation of a robust change management framework to drive adoption and business readiness
* Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive program success
* Foster a culture of continuous improvement, innovation, and agility within the program team
* Mentor and guide junior team members, nurturing the next generation of leaders
Required Qualifications:
* Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management
* 6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context
* Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management
* Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management
* Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)
* Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making
* Highly influential communicator with the ability to engage and align stakeholders at all levels
* Proven ability to lead ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-02 08:06:06
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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
* Bilingual in English and Mandarin required
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 ...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2026-01-02 08:06:04
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Join us in a dynamic role where you will drive the effective management of the Internal Audit Associate Team resources, ensuring seamless audit delivery and impactful collaboration across business units.
You will play a key part in shaping our team's success and supporting our mission to deliver excellence.
As an Internal Audit Associate Team Program Manager, you will collaborate with Talent Leads and line of business leadership to optimize resource utilization and support audit delivery from planning through execution.
You will leverage your strategic thinking and data analysis skills to deliver actionable insights, resolve scheduling conflicts, and ensure a smooth onboarding experience for new joiners.
Your ability to adapt, communicate, and provide excellent service will be essential to your success.
Job Responsibilities:
* Maintain accurate people data and produce recurring reports on Associate Team metrics, including demand, supply, and utilization.
* Engage with senior management and line of business stakeholders to review reports and resolve issues.
* Produce monthly reporting for Talent Lead checkpoints covering recruiting, scheduling, and performance metrics.
* Ensure smooth onboarding for new joiners, escalating issues as needed.
* Oversee scheduling and time booking tools, escalate delinquency, and coordinate follow-ups.
* Monitor employee activity on HR platforms, delegate tasks, escalate exceptions, and manage leave updates and reporting.
* Coordinate learning and performance development initiatives, escalating as needed.
* Drive communication and collaboration across line of business Audit teams.
Required qualifications, capabilities, and skills:
* 7+ years of relevant experience
* Proven ability to lead and manage complex programs or projects, delivering results across business units
* Proficiency in data analytics, with the ability to interpret models and provide insights for program execution.
* Experience in conflict management, facilitating discussions, and creating collaborative solutions.
* Strategic thinker, able to use data to evaluate scenarios and collaborate on strategy development.
Preferred qualifications, capabilities, and skills:
* Experience integrating artificial intelligence solutions to enhance project outcomes and drive data-driven decision-making.
* Ability to foster a culture of innovation through creative problem-solving and adoption of new technologies.
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...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-02 08:06:03
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Licensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* A valid and active Series 7 and Series 63
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days)
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 financia...
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Type: Permanent Location: Elgin, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-02 08:06:02
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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 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...
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Type: Permanent Location: Abilene, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-02 08:06:00
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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: Park Ridge, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:58
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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 Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Fort Wayne, US-IN
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:56
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Are you are a strategic thinker and passionate about delivering solutions to clients? You have found the right team.
As a Content Manager within the Commercial Banking Sales division of our Commercial and Investment Bank, you will play a crucial role in ensuring the accuracy and compliance of product sales materials, proposals, and various content across multiple platforms.
Your efforts will contribute to generating new revenue and retaining existing clients.
You will oversee administrative functions within the team's Workfront system, manage project details for content review cycles, upload new or updated content to various content management systems, and handle the team's mailbox.
You will independently manage content projects from inception to completion, ensuring content is validated for accuracy, compliance, and proper positioning within our content management system.
Job responsibilities
* 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 content review cycles to ensure regular updates and maintain content accuracy
* Handle ad hoc updates and corrections to content as needed
* Make independent decisions guided by established policies and practices
* Demonstrate advanced knowledge of assigned products and a broad understanding of all treasury services products and processes
* Work closely with subject matter experts to create and manage content effectively
Required qualifications, capabilities and skills
* 3+ years of experience in sales, implementation, or support of treasury management or commercial card services, or equivalent experience in technical, business, or proposal writing, in banking/treasury services products.
A college degree (BA or BS) is required
* Proven experience in content management.
* Excellent business writing, communication, grammar, interpersonal, and organizational skills.
* Ability to coordinate work across multiple product teams and partners to drive progress.
* Strong ability to interact, influence, and communicate effectively at all organizational levels.
* Proficiency in Microsoft Word and PowerPoint at an intermediate to advanced level.
* High level of independence, energy, and integrity, with respect for diverse opinions and styles, and accountability.
Preferred qualifications, capabilities and skills
* Understanding of Workfront administration and reporting features.
* Project management skills are a plus.
* In-depth knowledge of treasury services or commercial card products and services.
* Experience with Adobe Experience Manager.
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 cli...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:52
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognitio...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:51
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How you'll change lives
As a Registered Nurse (RN) at US Renal Care, you'll be an integral part of a cross-functional team, working under the supervision of a Charge Nurse and assisting and supervising Patient Care Technicians (PCTs) to care for patients living with kidney disease.
What you'll be doing
Patient care.
You'll work directly with patients to provide safe, comfortable, and high-quality dialysis treatment.
Responsibilities include completing and documenting physical assessments before and after treatments and monitoring patients during treatment.
You'll ensure quality renal care by completing monthly reviews of patient medication profiles and administering medications according to physician orders.
Teamwork.
You'll be a critical member of an interdisciplinary team to provide all required patient assessment and care planning activities.
You'll also make sure center staffing requirements are met at all times under the direction of the Administrator and according to state regulations for staffing ratios.
Safety & Quality.
Working under the supervision of a Charge Nurse, you'll adhere to all company policies and procedures and state and federal laws and regulations.
You'll participate in all required staff meetings and continuing education offerings.
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Type: Permanent Location: Kapolei, US-HI
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:51
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As part of the 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 Risk Reporting Analyst in the Firmwide Risk Reporting and Middle Office team, you play a key role in producing critical risk reports and analysis that inform senior management decisions.
You help us maintain robust controls, ensure data quality, and support regulatory requirements.
You will have the opportunity to automate processes, analyze large datasets, and collaborate with risk managers across the organization.
Together, we drive the firm's commitment to responsible risk management and continuous improvement.
Job Responsibilities
* Manage and deliver regulatory and internal risk reports to support ongoing risk monitoring.
* Analyze Value at Risk and other risk metrics, providing insightful commentary on significant changes.
* Monitor risk limits and report any violations to ensure strong controls.
* Maintain high data quality to meet accuracy and timeliness standards.
* Develop and enhance reporting solutions using Excel, Access, Tableau, and Alteryx.
* Automate manual reporting processes to improve efficiency and reliability.
* Analyze large datasets to identify trends and support decision making.
* Document and improve reporting processes for clarity and consistency.
* Support risk managers with ad hoc analyses and special projects.
* Collaborate with team members to produce daily, weekly, and monthly risk reports.
* Uphold a strong control mindset and attention to detail in all deliverables.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in economics, accounting, finance, or a quantitative field.
* Two years of experience in financial services or a related industry.
* Proficiency in Microsoft Excel and other Microsoft Office applications.
* Strong organizational skills and attention to detail.
* Demonstrated ability to maintain high data quality and accuracy.
* Excellent written and verbal communication skills.
* Ability to work independently and solve problems in a fast-paced environment.
* Experience producing reports and analyzing data.
* Strong control mindset and commitment to process improvement.
* Ability to collaborate effectively with team members.
* Commitment to meeting deadlines and delivering high-quality work.
Preferred Qualifications, Capabilities, and Skills
* Experience with Tableau, Alteryx, or other business intelligence tools.
* Knowledge of Visual Basic for Applications (VBA).
* Familiarity with ...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:47
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Join a team at the forefront of global risk management and regulatory compliance.
Make a meaningful impact by supporting critical capital and stress testing initiatives that shape the firm's financial resilience.
Collaborate with diverse stakeholders and leverage cutting-edge analytics and business intelligence tools.
Grow your expertise in a fast-paced environment where your insights and ideas are valued.
Be part of a group that champions innovation, quality, and continuous improvement.
As a Capital and Stress Testing Analyst in the Firmwide Operational Risk team, you help us deliver high-quality analytics, reporting, and process enhancements that support regulatory and internal risk management objectives.
You work closely with business lines, corporate functions, and technology partners to execute, monitor, and report on regulatory capital and stress testing across the firm and its international legal entities.
You contribute to process improvements and governance, ensuring our risk management practices remain robust and effective.
You have the opportunity to drive impactful change and collaborate with colleagues at all levels.
Job Responsibilities
* Support the execution of regulatory capital and stress testing processes, including data collection, validation, analysis, and documentation
* Produce accurate and timely management and regulatory reports related to capital and stress testing
* Develop and prototype tactical reporting solutions using business intelligence tools, especially Tableau
* Assess and recommend enhancements to internal processes, reporting workflows, and data management practices
* Collaborate with business lines, risk officers, control management, and technology teams to gather requirements and communicate findings
* Maintain and elaborate internal governance procedures, standards, and documentation
* Perform ad-hoc analyses using operational risk data and advanced Excel functions
* Participate in the development and execution of internal projects and regulatory deliverables
* Support user acceptance testing for new systems and enhancements
* Ensure compliance with internal and external regulatory requirements
* Drive initiatives that improve efficiency, control, and quality across reporting and analytics
Required Qualifications, Capabilities, and Skills
* Hold a bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
* Minimum 5 years' experience in financial services, risk management, or analytical roles
* Demonstrate strong analytical, problem-solving, and decision-making skills
* Show high attention to detail and commitment to quality assurance
* Excel in Microsoft Excel, including database functions
* Communicate effectively in written and verbal formats
* Build relationships with stakeholders at all levels, including senior management
* Work independently and as part of a team, mana...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:46
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The Corporate and Investment Banking (CIB) Core Data team is a business-focused group dedicated to delivering high-quality, compliant core data that unlocks value for stakeholders.
The team oversees the strategy and execution of the firm's core data agenda, managing key systems of record and data management products-including External Parties, Internal Parties, Taxonomies, Instrument Data (with a strategic focus), and Reference Data as a Service capabilities such as search, identity resolution, and history.
By partnering with business leaders, operations, and technology, the team designs and maintains scalable, resilient data architecture to drive measurable business results.
As a Senior Business Analyst within the Corporate and Investment Banking Core Data team, you will drive the Client 360 / CRM program to deliver a unified, high-quality view of client and investment relationships across the wholesale banking organization.
You will play a pivotal role in shaping data products and strategies that enable business stakeholders to answer critical questions about client exposure, financials, and relationship networks.
Key Responsibilities
* Lead initiatives to harmonize and aggregate client, account, and investment relationship data across Commercial and Investment Banking lines of business.
* Develop and maintain conceptual and logical data models for party, account, and investment structures, ensuring alignment with industry standards and regulatory requirements.
* Map and analyze complex investment hierarchies, including sponsors, funds, portfolio companies, and partners.
* Design solutions to capture and visualize ownership structures, financial flows, and relationship networks.
* Identify, assess, and recommend external and internal data vendors for party, financial, and relationship data.
* Evaluate vendor data quality, coverage, and suitability for strategic business needs.
* Gather and document business logic, rules, and data aggregation requirements from senior stakeholders.
* Ensure data products reflect industry best practices and support key business questions, such as total exposure, client coverage, and meeting tracking.
* Prepare and deliver executive-level presentations and recommendations.
* Lead cross-functional meetings to solicit feedback, scope initiatives, and drive adoption of strategic data models.
* Explore opportunities to leverage artificial intelligence and large language models (AI/LLM) for data solution design.
* Support agile product management and drive ongoing enhancements to data architecture and business processes.
Required Qualifications, Capabilities and Skills
* 15+ years of experience in technical or operational change within wholesale banking, investment banking, or related financial services.
* Deep understanding of party and account data, client onboarding, investment relationships, and financial metrics in a wholesale banking conte...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:42
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About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path.
We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers.
The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program.
The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services.
The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries.
We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Client Services supports a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services.
The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills.
Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner.
The ability to relate well to external clients and internal partners and establishing strong working relationships.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on elig...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:41
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Corporate Finance: Tax Asset Class Controller - Analyst
The Firmwide Financial Control (FFC) is a global Organization accountable for the integrity of the books and records of the Firm and leading large-scale data, infrastructure, accounting standard and business process change management events.
The organization closely examines the general ledger, operating systems and infrastructure controls across all businesses to ensure the firm's financial information is accurately depicted for reporting and regulation purposes.
This role, specifically on the Tax Asset Class Control (Tax ACC) team within the FFC organization, follows the guidelines above, with a focus on the data surrounding Tax.
The common functions and activities owned by Tax ACC include but are not limited to the following: extracting the raw data from various systems, calculation of tax related to Equity products such as stocks, bonds, & derivatives, balance sheet reconciliation and substantiation, manual accounting/bookings to the general ledger, audit support for the Corporate Tax Organization, and executing the month end close in regards to timely tax postings and reporting.
Responsibilities:
* Support Corporate Tax Organization by understanding general ledger data, end-to-end product system flow, various types of taxes across regions and countries, and postings to the general ledger
* Support Lines of Business (CIB, AWM, CCB) across the firm covering tax on products to ensure appropriate reconciliations, controls, and governances are in place.
* Work closely with line of business controllers, product controllers, corporate tax, & project managers.
* Partner with various FFC teams globally to centralize Tax related activities to Tax ACC
* Manage month end, quarter end, and year end activities related to Tax postings in the general ledger
* Hands-on engagement in multiple projects, which includes proactively identifying process enhancements and work with stakeholders enact change in a timely manner
* Perform various control procedures & reconciliations to ensure the integrity of reported financials
Requirements:
* Basic understanding of financial products such as stocks, bonds, & derivatives
* Basic understanding of general accounting concepts
* 1-3 years accounting or industry experience preferred
* Bachelor's degree in Accounting, Finance, or Business (or equivalent experience)
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 ...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:40
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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 JPMorganChase within the Commercial and Investment Banking - Payments 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
* Understands the firm's database infrastructure environment and technology modernization pathway
* Works with application teams to help them migrate to the latest database products and versions on our private cloud or onto the public cloud.
* Designs and implements automated CI/CD pipelines for database provisioning and deployment using Terraform, ensuring consistent and repeatable infrastructure changes.
* Develops and maintains Infrastructure-as-Code (IaC) modules for database resources, networking, and monitoring integrations.
* Uses expertise to help maximize the performance, resiliency of the application workloads and optimize database performance, capacity, and scalability.
* Implements network monitoring solutions to track database connectivity, latency, and throughput across hybrid cloud environments.
* Troubleshoots and resolves database issues, including query tuning, indexing, and deadlock resolution.
* Collaborates with developers to refine database schemas, optimize queries, and improve application performance
* Ensures 24/7 availability and reliability for mission-critical systems through proactive monitoring and maintenance.
* Participates in cloud database administration on AWS (RDS, EC2) and Google SQL Database
* Integrates cloud-native monitoring and alerting solutions for proactive issue detection and resolution
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Proven experience in database administration ( MySQL , PostgreSQL ), including migration, performance tuning, and troubleshooting.
* Hands-on expertise with cloud database platforms such as AWS RDS and Google Database .
* Strong proficiency in designing and implementing CI/CD pipelines for database deployment using Terraform and Infrastructure-as-Code (IaC) principles
* Experience with database networking, monitoring tools, and proactive alerting solutions (e.g., Prometheus, Grafana, CloudWatch, Azure Monitor)
* Solid understanding of database performance optimization, capacity planning, and scalability strategies
* Proficient in query tuning, indexing, deadlock resolution, and schema design
* Familiarity with disaster recovery planning, backup/restore automa...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:37
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Join our dynamic team to advance agile methodologies, fostering innovation and high-quality solution delivery in a collaborative environment.
As an Agility Senior Associate in Business Banking, you will contribute to the team by guiding and supporting solution delivery teams in adopting and adapting agile practices throughout the product development lifecycle.
Leveraging your advanced knowledge of agile principles you will facilitate group discussions, decision-making processes, and collaborative activities to build continuous improvement and high performance.
Your expertise in coaching, communication, and leadership will enable you to effectively manage complex projects, foster a culture of innovation, and enable the successful delivery of high-quality solutions.
Job responsibilities
* Facilitate the adoption and adaptation of agile methodologies within teams and provide guidance, training, and support to propel continuous improvement and high performance
* Create an environment of collaboration within the teams that allows for open dialogue and productive solutions for resolving conflicts
* Enable agile project delivery by facilitating the prioritization of tasks and managing resources to effectively address complex situations to achieve project goals
* Analyze and interpret policies, identify key barriers, and apply your critical thinking skills to address challenges within the product development lifecycle
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in a relevant domain, with a focus on guiding teams to adopt agile methodologies and practices
* Demonstrate a comprehensive understanding of multiple product development lifecycle stages, methodologies, and best practices
* Demonstrate proficiency in facilitating group discussions, decision-making processes, and collaborative activities within teams to achieve product goals
* Showcase proficiency in agile delivery and agile approaches, with a developing ability to coach teams and strive for continuous improvement and high performance
Preferred qualifications, capabilities, and skills
* Formal training on Agile coaching, such as recognized coaching certifications such as professional Scrum Master (PSM) or Certified Scrum Master (CSM) or Agile Coaching (ICP-ACC)
* Recommended skills include but are not limited to: agile delivery, business acumen, change management, continuous improvement, coaching, internal stakeholder management, strategic thinking, self-study, verbal communication, adaptability, and decision making
* Proficiency in delivery management and productivity tools such as Jira, Jira Align, Confluence, etc.
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...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:36
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Our U.S.
regional team is looking for a communications professional with experience in public relations or journalism.
This role supports JPMorganChase's businesses and corporate responsibility at the local level in Ohio, Michigan, Indiana, West Virginia, and Kentucky.
As a Regional Communications Associate on the Communications Team, you will play a key role in amplifying our story and demonstrating our impact within local communities.
Collaborating closely with the Regional Communications Lead and senior leadership, you will help develop and implement effective communications strategies that advance the company's priorities in meaningful ways.
You will also partner with various business units and corporate groups to execute comprehensive initiatives that highlight JPMorganChase's value as a business leader and community partner.
Your responsibilities will include identifying and leveraging earned media opportunities across the firm, as well as executing public affairs strategies that showcase our commitment to the communities we serve.
Job responsibilities:
* Lead public relations campaigns across traditional, social, and digital media; serving as a media spokesperson in Kentucky and West Virginia, and as needed in Ohio, Michigan, and Indiana.
* Help senior staff build and maintain media lists and relationships with national, trade, and local media.
* Create talking points and key messages for the business and our spokespeople.
* Develop content as needed-media pitches, press releases, articles, social media posts, and more.
* Find ways to use the firm's award-winning economics, technology, and financial market research with media; brainstorming new topics and themes for thought leadership.
Required qualifications, capabilities, and skills:
* 3+ years of local news or media relations experience at an agency or in-house; Bachelor's degree in communications, journalism, or a related field.
* Excellent writing skills.
* Ability to find, tell, and share great stories.
* Strong understanding of the media landscape
* Executive presence and ability to advise and work with senior management.
* Fluency across social media and communications channels; proven ability to protect reputation and promote the brand.
* Excellent judgment and ability to handle sensitive media issues.
* Ability to work across a large, matrixed organization; skilled at leading by influence.
* Strong organizational skills and attention to detail; able to multitask and prioritize high-volume, high-priority work.
* Comfortable in a fast-paced environment with tight deadlines.
* Strong analytical and critical thinking skills; eager to take a creative approach to problem solving.
Preferred qualifications, capabilities, and skills:
* Experience with PowerPoint, Excel, Zignal, or similar communications software
* Bilingual in Spanish
* Existing relationships with national, trade, and loc...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:33
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Join our dynamic team to innovate and drive technology advancements, contributing to significant business growth and client success.
As a Technical Project Manager III in Global Banking Technology - Workplace Solutions, you will help lead complex technology projects and programs that drive business goals and create value for clients, employees, and stakeholders.
Applying a broad knowledge of technical principles, practices, and theories is essential to developing innovative solutions, along with leveraging analytical reasoning and adaptability skills to navigate through ambiguity and change.
Your strong communication abilities will enable you to effectively collaborate with cross-functional teams and manage stakeholder relationships, ensuring alignment on project objectives and governance.
By optimizing resources and managing risks, you will contribute to the successful delivery of high-impact projects that shape the future of the firm.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure timely and successful delivery of technology projects
* Identify and mitigate project risks, proactively addressing potential roadblocks and implementing risk management strategies to minimize impact on project outcomes
* Collaborate with cross-functional teams, including software development, quality assurance, and business stakeholders, to define project scope, objectives, and deliverables, ensuring alignment with business goals
* Utilize technical fluency to evaluate and recommend appropriate technologies, platforms, and vendor products for project implementation
* Monitor project progress, adjusting plans and schedules as needed, and providing regular status updates to stakeholders, ensuring transparency and effective communication throughout the project or program lifecycle
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a fast-paced environment
* Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities
* Proven experience leading through the project lifecycle management, including influencing decision makers and adapting to changes as business needs evolve
* Strong technical fluency, with familiarity in current and relevant platforms, software tools, and technologies
* Proficient in stakeholder management with a track record of establishing productive working relationships and driving mutually beneficial outcomes
* Excellent change management skills required, must be nimble in a constantly changing environment
* Experience working with enterprise platforms and engaging with large groups of people
* Driving adoption - firm wid...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:32
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Aliaxis exists to bring solutions to the world's water challenges and accelerate the transition to clean energy.
We are a global leader in high-quality piping & fitting solutions for use in building, infrastructure, industrial and agricultural applications across the globe.
Over 15,000 people work for us in more than 40 countries with 80 manufacturing sites.
Aliaxis has embarked on a positive journey with its “Growth with Purpose” strategy, implementing ambitious, urgent actions for sustainability and innovation that will pay off in the short term.
Vinidex
For over six decades, Vinidex has been leading the way – setting the industry benchmark for pipeline systems and solutions.
Our legacy spans across building, infrastructure, agriculture, and civil sectors.
We make life flow with groundbreaking, high-quality products, connecting everything from water, gas, and energy throughout Australia.
With the Aliaxis group as our parent company, we are part of one of the world's largest global networks to bring solutions to the world's water challenges.
We are proud of our initiatives to reduce our carbon footprint, continuing to deliver the best solutions for our customers with minimal impact on the environment and a positive impact on our community.
We are looking for passionate people that want to be part of our journey and embrace the behaviours that we stand for:
* We Dare to challenge the status quo, to innovate and to learn fast
* We Care for the environment, our customers and each other
* We Deliver by taking accountability for our decisions and actions
What will you do
We are on the lookout for a Payroll Officer who is detail-orientated, wants to join our small supportive team in Smithfield who’s not just great with numbers, but also passionate about delivering fantastic customer service.
You enjoy a challenge, thrive in a fast-paced environment and open to learning along the way, as we have recently integrated a new payroll system.
In this busy role, you will report to the Payroll Manager and be responsible for delivering accurate and confidential payroll services in accordance with relevant legislation, awards, and enterprise agreements.
You’ll support payroll compliance, reporting, and system integrity while contributing to continuous improvement initiatives.
What You’ll Be Doing
* Running smooth on time accurate payrolls (weekly & fortnightly)
* Maintain payroll governance and compliance to support identification and resolution of payroll risks and issues Handling leave reconciliations, journals, and EOFY processes
* Keeping our payroll systems (ADP Payforce, ADP Realtime, Kronos, Workday) updated
* Assisting with payroll reporting, audits, compliance, and continuous improvement projects.
* Collaborating with HR and Finance to keep everything moving
* Contributing to process improvements and team projects
About you
* Ideally you have 2 year...
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Type: Permanent Location: Smithfield, AU-NSW
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:31
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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 Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Fort Collins, US-CO
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:29
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Become an integral part of Consumer & Community Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Consumer & Community Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least three years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial need...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:28
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J.P.
Morgan Asset Management (JPMAM) is a global asset manager with $4 trillion in assets under management.
Our Retirement Americas Client business provides high-quality investment management and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm.
The Retirement Plan Advisor sales team is responsible for selling JPMAM's full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team.
JPMAM also provides tools and insights that enable advisors to help their clients build stronger workplace retirement plans that lead to better outcomes for their plan participants.
As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAM's Everyday 401(k) solution with new distribution partners.
You will partner closely with our Independent Broker Dealer (IBD) and other Retirement team partners to deliver JP Morgan Retirement Solutions, drive Everyday 401(k) proposals, and close plans.
Job Responsibilities
* Raise and retain assets for JPMAM by driving sales growth for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners.
* Collaborate closely with IBD Client Advisors and other Retirement team partners to deepen relationships with FAs, identify pipeline opportunities, and close 401(k) plans.
* Serve as the primary JPMAM contact in an assigned territory for Financial Advisors, providing education, support, and guidance throughout the sales and onboarding process.
* Prepare and deliver FA and plan sponsor presentations in partnership with IBD client advisors and other Retirement team partners.
* Effectively manage all facets of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities to ensure seamless onboarding.
* Work closely with IBD, Retirement, and Vestwell recordkeeping territory partners for effective FA and plan sponsor client engagement.
* Act as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions, staying current on industry trends and distribution partner specific needs.
* Travel ~70%, with a minimum activity standard of 15 meetings per week, primarily focused on FA meetings, regional events, and point of sale presentations.
Required Qualifications, Capabilities, and Skills
* Minimum 3 years of external retirement plans wholesaling experience.
* Bachelor's Degree required.
* Series 7 and 63 licenses required.
* Proven ability to build relationships and drive results in a highly collaborative, fast-paced environment.
* Strong presentation, communication, and organizational skills.
* Experience with 401(k) recordkeeping solutions and third party advisor distribution.
Required Qua...
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Type: Permanent Location: Apple Valley, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:26
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J.P.
Morgan Asset Management (JPMAM) is a global asset manager with $4 trillion in assets under management.
Our Retirement Americas Client business provides high-quality investment management and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm.
The Retirement Plan Advisor sales team is responsible for selling JPMAM's full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team.
JPMAM also provides tools and insights that enable advisors to help their clients build stronger workplace retirement plans that lead to better outcomes for their plan participants.
As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAM's Everyday 401(k) solution with new distribution partners.
You will partner closely with our Independent Broker Dealer (IBD) and other Retirement team partners to deliver JP Morgan Retirement Solutions, drive Everyday 401(k) proposals, and close plans.
Job Responsibilities
* Raise and retain assets for JPMAM by driving sales growth for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners.
* Collaborate closely with IBD Client Advisors and other Retirement team partners to deepen relationships with FAs, identify pipeline opportunities, and close 401(k) plans.
* Serve as the primary JPMAM contact in an assigned territory for Financial Advisors, providing education, support, and guidance throughout the sales and onboarding process.
* Prepare and deliver FA and plan sponsor presentations in partnership with IBD client advisors and other Retirement team partners.
* Effectively manage all facets of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities to ensure seamless onboarding.
* Work closely with IBD, Retirement, and Vestwell recordkeeping territory partners for effective FA and plan sponsor client engagement.
* Act as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions, staying current on industry trends and distribution partner specific needs.
* Travel ~70%, with a minimum activity standard of 15 meetings per week, primarily focused on FA meetings, regional events, and point of sale presentations.
Required Qualifications, Capabilities, and Skills
* Minimum 3 years of external retirement plans wholesaling experience, preferably with experience supporting broker-dealer channels.
* Bachelor's Degree required.
* Series 7 and 63 licenses required.
* Proven ability to build relationships and drive results in a highly collaborative, fast-paced environment.
* Strong presentation, communication, and organizational skills.
* Experience with 401(k) recordkeeping...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:24
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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 Program Banker Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Conduct research and analysis; assist with product development and prospecting efforts
* Research client inquiries and manage follow up communication and materials
* As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations
* Genuine interest in financial markets and macro-level economic trends
* Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
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 a...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-02 08:05:23
