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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Royersford, US-PA
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:36
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Join a team that supports your career growth, advancement and expanding opportunities! At JPMorgan Chase we take pride in valuing our employees' individualities, while supporting an inclusive culture of teamwork.
As the Associate Documentation Closer, within Trading Services you will be responsible for secondary trade closing review and signing.
Your role is a crucial part of the Wholesale Loan Middle Office, a division of Wholesale Lending Services, which primarily supports the North America Credit Trading, and Syndicated Leverage Finance businesses within the Corporate and Investment Bank.
Job responsibilities
* Working with the trading desk, clients, counsel and operations to settle complex secondary loan trades; Inventory tracking, Participation Drafting, PIK Events, ETC...
* Drafting, reviewing and understanding both Loan Syndications and Trading Association (LSTA) Standard and other legal documents including Trade Confirms, Assignment Agreements, Purchase and Sale Agreements & LSTA Standard Participations
* Completing two-touch review and signing of documentation completed by other closers
* Reviewing and coordinating with internal and external counsel on proposed changes to legal documents
* Reviewing and understanding Credit Agreements and other relevant trade documentation
* Managing a heavy trade portfolio across all various lines of business while maintain a clean aging profile
* Identifying and escalating issues to the Trading Assistants & traders, in-house legal counsel and management, when necessary (Focus on key economic, language and fee-related disputes)
* Working directly with counterparts and internal partners in issue resolution
* Monitoring/tracking/reporting of all escalated issues using appropriate workflow tools
* Reporting to senior management for open trades and trading metrics is required
Required qualifications, capabilities, and skills
* 2 years prior experience with syndicated loan settlements or trading operations
* Extensive knowledge of the trade lifecycle and/or experience supporting a trading business
* Experience with LSTA standard documentation, knowledge of the LSTA Standard Terms and Conditions
* Strong Computer Skills : in particular Excel, Word and PowerPoint
* Extremely detail-oriented
* Excellent analytical skills
* Excellent oral and written communication skills
* Self-motivated with a track record of initiative
Preferred qualifications, capabilities, and skills
* 4 years prior experience with syndicated loan settlements or trading operations
* Bachelor's Degree in Finance or related field
* Preferred familiarity with loan-based software (Loan IQ, ClearPar)
* Loan Trade Closing Experience
Work schedule
* This role requires full five days in office
This position is not eligible for H1B or Sponsorship
JPMorganChase, one of the oldest financial institutions, offers innovative financi...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:35
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*
Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges.
Collaborate closely with diverse teams, be the catalyst for transformative client experiences, and redefine solution-oriented success.
As a Client Solutions Architect Manager in JP Morgan's Merchant Services team, you are an integral part of a team that innovates and supports the sales process for the technical adoption of comprehensive product solutions for clients with complex challenges.
Leveraging your technical expertise in specific products and industries, your deep understanding and experience with client user needs, you develop viable solutions that add value to clients, track how clients are using our products, and ensure results are realized.
Job responsibilities
+ Leads the configuration and modification of the firm's products and solutions, often in partnership with Technology, to fit complex client use cases
+ Supports Sales in solutioning and mandating deal stages for pricing, pipeline planning, and account planning
+ Engages with technical members of client teams to deliver presentations and technical demonstrations on product capabilities and solutions
+ Identifies and defines development requirements for product design enhancements based on client feedback
+ Collaborate with product owners to define product requirements and design, ensuring the voice of the client and client use cases are documented as part of the product solution, while also defining blueprints to drive scale and enhance client engagement experience, thereby aligning user expectations with product features and capabilities.
Collaborate closely with commercialization and go to market to improve product adoption and profitability
+ Document and articulate the expected interoperability of products to support the definition of client journey test cases, aiding the testing team in understanding client behaviors to ensure features and capabilities align with expected client behaviors, while also documenting client use cases, solution architectures, and funds flow diagrams that represent the client experience and use of interoperable products, focusing on key areas such as experience and UX control, authorization optimization, cost management, ease of integration, and fraud and security.
+ Collaborate with cross functional teams including product, user acceptance testing, operations, servicing, risk and relationship teams to promote product readiness and interoperability as it relates to products and services consumed by our clients
+ Evaluate and recommends enhancements to product design to ensure it is delivered for scale and supports marketability of the product
+ Contribute to the development of product documentation, tutorials and knowledge based articles to support customer self service
+ Track and ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:34
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Sunnyvale, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:34
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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 exci...
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Type: Permanent Location: Albany, US-OR
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:33
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Contribute to innovative experience design, blending user needs with business goals in the dynamic environment of financial services.
As an Experience Design Senior Associate in JP Morgan Chase's Finance team, you will play a pivotal role in shaping the user experience of our products and services by leveraging your advanced knowledge of experience design principles.
Collaborating with cross-functional teams, create innovative, inclusive, and accessible solutions that cater to a diverse range of users.
As a core contributor, align user needs with business goals.
Your strong understanding of the financial services industry and JPMC's IT systems will contribute to the continuous improvement of our offerings, navigating complex problems and driving strategic thinking.
Your impact will be significant in the design, architecture, and functionality of our products, ensuring a seamless and enjoyable experience for our customers.
Job responsibilities
* Design and develop elegant solutions to specific interaction problems and ensure consistency across multiple products and platforms while adhering to industry best practices
* Apply advanced knowledge of information architecture and storyboarding to create user-centric designs that enhance navigation, findability, and overall user satisfaction
* Conduct data-driven analyses to inform design decisions and use data to transform raw information into valuable insights to inform decision-making
* Collaborate with cross-functional teams to incorporate inclusive design principles and accessibility guidelines to ensure our products and services cater to a diverse range of users
* Operate with an iterative design mindset and incorporate user feedback and insights to continuously improve the overall user experience of our offerings
* Assist in the analysis of market trends, user research studies, and user behavior analyses to inform design decisions and contribute to the team's strategic thinking
Required qualifications, capabilities and skills
* 3+ years in a user experience design or equivalent role dedicated to improving experiences with digital products and services
* Proven ability to create visually appealing and functional designs using industry-standard tools (e.g., Figma, Sketch, or Adobe Creative Suite)
* Demonstrated experience in designing and optimizing user experiences across multiple platforms, including web, mobile, and other digital channels
* Previous experience interpreting complex data and transforming it into actionable insights for informed decision-making
* Proficient understanding of inclusive design principles, accessibility guidelines, and assistive technologies
* History of creating accessible and inclusive digital experiences
* Demonstrated experience utilizing AI techniques
* Experience using AI tools like Github Copilot, Claude Code, Codex, Figma Make
* Experience with content design
* Experience desig...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:33
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As a Data Domain Architect, Senior Associate within the Workforce CoE and act as the accountable architect for the Workforce data domain, spanning HC, organizational structures, workforce movements, labor/benefits, and related expense measures.
The role requires hands-on depth in Databricks and SQL, paired with strong domain architecture capabilities across canonical modeling, conformed dimensions, semantic layer enablement, and governance-by-design.
Success in this role depends on the ability to translate business outcomes into durable data assets with clear ownership and operational rigor.
You will partner closely with Tech, Data, Finance, and other Product groups to define domain boundaries, standardize definitions and KPIs, reduce reconciliation effort, and increase trust in workforce data and reporting through measurable data quality, SLAs, and transparent lineage.
Key Responsibilities
* Define and evolve the Workforce data domain architecture, including domain boundaries, canonical models, reference data, and conformed dimensions (e.g., worker, position, org, cost center, location, time), and design and maintain both logical and physical data models that support operational reporting and analytics.
* Lead the design and delivery of Workforce data products (curated, reusable datasets) aligned to the medallion architecture (bronze/silver/gold), including ingestion patterns, transformation standards, and consumption-ready structures, and define and enforce data contracts for upstream/downstream integrations (schema, semantic meaning, quality thresholds, refresh cadence, and change management expectations).
* Establish and operationalize data governance and controls, including stewardship workflows, metadata standards, lineage capture, and issue management, and define data quality rules (completeness, validity, timeliness, uniqueness, reconciliation controls), instrument monitoring, and drive remediation with producers and platform teams to meet documented SLAs.
* Partner with stakeholders to standardize Workforce definitions and measures (e.g., HC, FTE, vacancy, attrition, transfers, contingent labor, labor cost, benefits expense), document business rules, align curated data products to the semantic layer, and facilitate governed self-service consumption for dashboards, analytics, and regulatory/management reporting.
Required Skills / Qualifications
* Demonstrated experience in data domain architecture or closely related roles (data architecture, analytics engineering, domain data leadership) with a track record of delivering governed, reusable data assets as products.
* Strong hands-on capability in SQL for complex querying, profiling, reconciliation, and performance-aware design, including the ability to validate transformations and investigate data quality issues independently.
* Proficiency with Databricks in a lakehouse context, including designing curated datasets, working with Delta/managed table...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:32
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Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
We're proud to lead the U.S.
in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
In this role, you'll apply strong technical judgment to choose the right approaches (including modern LLM-based methods where appropriate), evaluate performance with rigorous metrics, and ensure solutions are reliable, secure, and scalable in real-world environments.
You'll also contribute to improving data quality and feedback loops, monitoring models in production, and continuously iterating to reduce agent effort, shorten resolution times, and increase consistency and quality across operational workflows.
As an Applied AI Engineer-Senior Associate within the Consumer & Community Banking Machine Learning team, you will work with 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
* 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
* Drive innovation in machine learning solutions, ensuring scalability, flexibility, and future-proof architecture
* Act as a thought leader and trusted advisor to executive leadership, providing strategic recommendations on machine learning initiatives and solutions
* Architect and oversee the development of next-generation machine learning models and systems leveraging cutting-edge technologies
* Ensure the platform supports complex use cases, including real-time predictions, big data processing, and advanced analytics
* Promote software and model quality, integrity, and security across the organization
Required qualifications, capabilities, and skills
* Undergraduate and master's degrees in Computer Science or similar , with training and work experience in LLM/NLP and search.
* Proven track record of building and scaling software and or machine learning platforms in high-gr...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:31
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Are you excited to be at the forefront of shaping the bank's strategic client relationships by working on complex proposals and delivering tailored solutions that drive business growth? You have found the right team!
As a Proposal Associate in Commercial Banking Sales within the Commercial & Investment Bank, you will independently manage end-to-end RFP responses for treasury services, commercial card, and healthcare payment solutions, partnering with Sales, Product, and subject matter experts to write, edit, and proofread concise, client-focused, and compliant proposals that are complete, well positioned, and support strategic client growth, with the opportunity to progress into actively managing complex, multi-product proposals as you build expertise.
Job Responsibilities
* Incorporate and revise pre-approved written responses as well as newly crafted responses into proposals
* Write custom, client-specific sections of the proposals Incorporate winning themes and features/benefits into the solution
* Ensure proper and consistent messaging by proofing, editing, and rewriting all sections of the document as required
* Identify any additional narrative needs and consult with subject matter experts to clarify details and develop custom responses
* Incorporate graphical elements materials and help identify any additional graphic needs and work with graphic artists to develop and finalize
* Translate and map technical information into language understood by all levels of clients
* Understand the client's RFP request and provide consultative advice to deal team
* Research topics, gather and analyze information and background materials
* Submit newly crafted sections to content management team to create new, re-usable proposal content
Required qualifications, capabilities, and skills
* A 3+ years of sales, implementation or support of treasury management, commercial card or healthcare payment services
* A 2+ years technical, business or proposal writing experience in banking or Treasury Sales products.
* Excellent business writing and grammar skills are essential
* Intermediate to advanced Microsoft Word and Adobe Professional proficiency required
* Proven ability as a self-starter, detail oriented, well organized and able to multi-task effectively
* High level of independence, energy and integrity; demonstrates respect for a diversity of opinions and styles, and accepts accountability and responsibility
* Exceptional communication and interpersonal skills
* Ability to work effectively and efficiently as a team member on multiple projects with tight deadlines
* Schedule flexibility to meet deadlines with the ability to work flexible hours as required during critical phases of the project
* Ability to develop and maintain a broad knowledge of Treasury Sales and Commercial Card products as well as the technology, equipment, operations processes and systems...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:31
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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: Sterling Heights, US-MI
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:30
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JPMorganChase is seeking an Investment Research Analyst within the Security & Resiliency Initiative (SRI) $10bn Strategic Investment Group.
This Analyst will play a critical role in making investments across multiple verticals, including Defense, Future Technology, Supply Chain, Healthcare and Energy.
Job Responsibilities:
* Lead Investment Research Initiatives: Proactively identify, source, and engage with industry experts, company executives, and other key stakeholders to support investment due diligence and generate differentiated investment insights.
* Conduct Market and Competitive Analysis: Independently perform in-depth research on companies, industries, and market trends, synthesizing findings into actionable intelligence to inform investment decisions.
* Financial Modeling and Valuation: Build and maintain detailed financial models, perform valuation analyses, and integrate quantitative findings with field research to support investment recommendations.
* Due Diligence Execution: Manage and conduct expert calls and interviews, often independently, to validate investment theses and uncover risks or opportunities.
* Maintain Research Integrity: Ensure all research activities adhere to the highest standards of independence, rigor, and ethical conduct, minimizing reliance on Wall Street research and external expert networks.
* Insight Communication and Reporting: Quickly distill and circulate key findings from expert conversations in real time to support early-stage decision-making, and synthesize comprehensive reports for advanced opportunities as needed.
Required Qualifications, Capabilities and Skills:
* Experience: 7+ years of direct investing experience with a demonstrated track record of sourcing and synthesizing expert insights to support investment decisions.
* Communication Skills: Exceptional verbal and written communication skills, with the ability to conduct high-level interviews and distill complex information into actionable investment recommendations.
* Independence: Demonstrated ability to operate autonomously, manage multiple research projects simultaneously, and deliver high-quality results under tight deadlines.
* Analytical Skills: Strong analytical and critical thinking skills with proven ability to break down businesses to their core underlying economics.
* Education: Bachelor's degree required.
* Integrity and Discretion: High ethical standards and discretion in handling confidential information.
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 off...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:30
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Are you ready to make an impact in the world of financial and regulatory reporting? Join our team and leverage your detail-oriented mindset to deliver high-quality reporting for a diverse portfolio of alternative investment funds.
The Financial Reporting Associate for Alternative Funds is responsible for preparing, analyzing, and reviewing financial statements and reports for a portfolio of alternative investment funds (including hedge funds, private equity, and hybrid funds).
This role ensures compliance with relevant accounting standards, regulatory requirements, and internal policies, while supporting audit processes and collaborating with various stakeholders.
Job responsibilities
* Apply up-to-date product, industry, and market knowledge in specialty areas of financial reporting.
* Contribute to the preparation, review, and submission of monthly, quarterly, semi-annual, and annual reports for alternative investment fund clients and their auditors, supporting regulatory efforts to compile key statistics on domestic and international portfolio positions and trends.
* Prepare, review, and analyze quarterly, semi-annual, and annual financial statements for alternative investment funds in accordance with US GAAP, IFRS, Lux GAAP, and other applicable standards, ensuring accuracy and completeness by performing quarter-over-quarter variance analytics.
* Coordinate data collection and quarterly business results with various lines of business, Regulatory Controllers, and reporting teams.
* Assist in the thorough assessment of the issues and outcomes.
* Adhere to proof and control procedures to ensure accurate reconciliation between regulatory filings.
* Adhere to various control procedures and edit checks to ensure the integrity of reported financial results.
* Ensure accurate and complete data submission to the Regulators.
* Interpret and define regulatory requirements and coordinate internal and external policies.
* Establish and manage relationships with the line of business as well as with external regulatory agency constituents through ongoing partnership and dialogue.
* Participate in continuous improvement efforts around data quality review and external reporting improvement projects.
* Maintain and update fund accounting records, including capital activity, income allocations, and expense accruals.
* Collaborate with fund managers, operations, tax, and compliance teams to resolve reporting issues and support new fund launches.
* Monitor changes in accounting standards and regulatory requirements, assessing their impact on financial reporting.
* Assist in process improvement initiatives to enhance reporting efficiency and accuracy.
* Support ad hoc projects and requests related to financial reporting and fund operations.
Required qualifications, capabilities, and skills
* 5+ years in a Finance organization with exposure to accounting, financial statements...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:29
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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: Detroit, US-MI
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:28
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If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P.
Morgan is the place for you!
As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you will be responsible for maintaining, deepening and enriching client relationships.
You will serve as the primary point of contact for all service related needs of a Private Banking client.
This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Job responsibilities
* Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
* Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
* Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
* Review and identify potential business opportunities for clients to engage in additional products and services
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
Preferred qualifications, capabilities, and skills
* College degree or equivalent client service experience preferred
* Experience with a wide array of financial products preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan,...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:28
-
As a Portfolio Manager you are a member of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You support the firm's growth in a responsible way by anticipating new and emerging risks.
Further, using expert judgement you work 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 Portfolio Manager in Real Estate Banking, you will be responsible for managing a portfolio of commercial real estate credits and relationships.
The Portfolio Manager team partners with Real Estate Banking Coverage to ensure robust and accurate portfolio reporting by performing and overseeing a variety of enhanced data management and portfolio management functions.
Job Responsibilities:
* Provide enhanced and in-depth portfolio monitoring, coordinating with the Commercial Real Estate Market Surveillance team and interacting with Real Estate Banking Risk Coverage, Client Executives, and internal partners.
* Prepare and submit annual review packages by established deadlines, ensuring thorough analysis of guarantors/sponsors and related commercial real estate loans or credit products.
Drive consistency, quality, and timeliness.
* Continuously monitor portfolio for risk rating appropriateness and perform off-cycle risk rating changes as needed.
* Maintain system data ownership, ensuring quality and timely updates for internal reporting, portfolio reviews, and criticized loan management.
* Monitor loans for covenant, reporting, and regulatory compliance.
* Support special ad hoc projects as necessary.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in accounting, finance, economics, or real estate.
* 3+ years of experience in commercial real estate, commercial loan management, or debt financing.
* In-depth knowledge of underwriting methodology and experience evaluating risk across office, retail, industrial, and multifamily product types.
* Highly motivated, detail-oriented self-starter with the ability to work independently and as part of a team.
* Strong analytical skills with the ability to interpret and detect issues impacting risk ratings.
* Effective communicator, able to present information clearly and propose solutions.
* Ability to manage multiple deadlines under time constraints.
Preferred Qualifications, Capabilities, and Skills:
* Completion of a formal credit training program.
* Experience with ground-up construction, value-add, and stabilized asset types.
* Passion for commercial real estate.
* Advanced Excel 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 go...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:27
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Scarsdale, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:26
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Brownstown Twp, US-MI
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:26
-
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: Akron, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:25
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Matteson, US-IL
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:25
-
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: Owensboro, US-KY
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:24
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
* FEDERAL DEPOSIT INSURANCE ACT:
* This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
...
....Read more...
Type: Permanent Location: Palmdale, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:23
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:23
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: New Rochelle, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:22
-
J.P.
Morgan Asset Management is a leading global alternatives manager with a 40-year legacy of delivering innovative solutions across market cycles.
Our specialized teams manage alternative investment strategies, supported by the extensive resources and governance of J.P.
Morgan Asset Management.
We offer a diverse range of strategies, including real estate, private equity, credit, infrastructure, transportation, liquid alternatives, and hedge funds, all designed to achieve specific client outcomes and provide uncorrelated returns to traditional asset classes.
Our customized portfolios are tailored to meet individual client needs.
Job Summary:
Join our team as a Vice President in the Investment Accounting Controller Team, where you'll support the financial reporting of one of the largest Commercial Real Estate portfolios.
You'll collaborate with a team of seasoned professionals, overseeing various aspects of real estate financial analysis, accounting, structuring, and internal controls for properties within a designated geographic area.
Additionally, you'll work closely with investment professionals on acquisitions, dispositions, and capital restructures, focusing on accounting treatment and transaction execution for REA funds and investors.
Job Responsibilities:
* Cultivate and maintain strong relationships with REA investment team members, joint venture partners, and property managers.
* Conduct financial due diligence for acquisitions, collaborating with various REA departments, third parties, sellers, JV partners, and legal counsel.
* Reconcile and analyze differences between historical cost, tax and fair value accounting to provide insights into the financial performance and valuation of real estate assets.
* Provide oversight and guidance on accounting treatment, offering periodic feedback on the quality and thoroughness of work products.
* Review monthly operating results of investments for Fund consolidation and pricing, serving as an escalation point for reporting issues.
* Analyze financial statements and performance metrics (IRR, equity multiples, time-weighted returns, etc.) of real estate investments.
* Engage with independent external auditors and tax practitioners.
* Prepare and review materials valuable for business management, internal stakeholders, and investors.
* Manage outsourced staff, ensuring adherence to responsibilities and deadlines.
Required qualifications, capabilities, and skills:
* CPA certification
* 8+ years of real estate accounting experience, with a strong understanding of historical cost GAAP and FV (Fair Value) reporting standards.
* Bachelor's degree in Accounting
* Strong understanding of complex real estate investment structures, mortgage documents, development management agreements, partnership agreements, property management and leasing agreements, and purchase and sale agreements
* Experience managing consultants and meeting ti...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:21
-
Join a market-leading team at the intersection of asset-backed finance and tax-advantaged investments.
Make an impact by supporting high-value transactions and driving process innovation in a fast-paced environment.
Job Summary
As a Trading Services Manager III in the Conduit & TOI Funding team, you will manage cash operations and funding for ABS Conduits and Tax Oriented Investments.
You'll collaborate with origination teams, treasury, and clients, ensuring operational excellence and process improvements.
This role offers the opportunity to lead projects, develop team members, and contribute to innovative financial solutions.
Job responsibilities
* Manage wire disbursement requests for Conduit & TOI businesses
* Act as Administrative Agent, overseeing funding communications and cash flows
* Determine daily funding needs and direct ABCP issuance
* Resolve discrepancies and report critical issues for process improvement
* Ensure daily settlement of commercial paper issued
* Assess and manage FX needs for non-USD transactions
* Identify and implement process improvements
* Analyze market trends and prepare metrics reporting
* Lead and participate in key business projects and initiatives
* Coordinate project timelines, deliverables, and execution
* Mentor and develop team members, fostering a collaborative culture
* Represent the team in meetings with senior management and business partners
Required qualifications, capabilities, and skills
* Bachelor's degree in business or equivalent work experience
* Minimum 7+ years in trading or finance operations support
* Advanced proficiency in MS Office, especially Excel
* Excellent verbal and written communication skills
* Strong quantitative, analytical, and computer skills
* Effective time management and prioritization
* Ability to work under pressure while maintaining process controls
* Strong team player with a collaborative mindset
* High motivation, dependability, and commitment to accuracy
* Demonstrated project management experience
* Proven managerial experience, including coaching and developing staff
Preferred qualifications, capabilities, and skills
* Familiarity with JPMorgan wire transmittal systems
* Knowledge of JPMorgan CIB Global Funds Transfer Standards Policy
* Formal project management training or certification
* Experience managing teams in financial services or operations
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 competiti...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-07-10 10:23:21
