-
The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions.
This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client.
The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service.
As a Client Specialist within J.P.
Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions.
You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel.
You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts.
This role requires an autonomous, sophisticated wealth expert who will focus on creating new and deepening existing wealth relationships with high net worth and ultra-high net worth clients across JP Morgan Wealth Management.
You will address clients' wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell wealth management services, and ensure we have a holistic view of clients' wealth and planning needs.
Your new business generation will come from three primary sources:
* Bank-referred opportunities
* Existing wealth clients
* Your own business development efforts
In partnership with wealth advisors and private client bankers, you will uncover opportunities with existing and prospective high net worth and ultra-high net worth clients.
Your focus will be generating new business.
You will not have a "book" of clients or ongoing relationship management responsibilities.
Job Responsibilities
* Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
* Engage with Wealth Advisors on deepening existing wealth relationships
* Deliver initial wealth management counsel to prospects and clients recommend customized wealth solutions and the right team to serve their needs
* Generate new assets under management through a focused sales process
* Keep abreast of trends and strategies in wealth management
Required qualifications, capabilities, and skills
* Series 7, 63, and 65 and insurance licensed
* College graduate with 7+ years of industry experience
* Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients
* A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas
* A self-confident, proactive professional with the maturit...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:50
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker on the Healthcare Services, Emerging Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare Services.
The Healthcare Services team is part of J.P.
Morgan's Commercial Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Proactively pursue new client relationships with emerging middle market healthcare delivery platforms
* Review and respond to inquiries from clients regarding treasury and credit
* Acts as a conduit to the full capabilities and resources of J.P.
Morgan Chase for clients and prospects
* 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 efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 5+ years with above average performance results in a similar banking role or credit/lending related experience
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong creative solution and problem solving abilities
* Excellent business judgment and strategic thinking
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* Flexible to changing business priorities and ability to multitask
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 histo...
....Read more...
Type: Permanent Location: Birmingham, US-AL
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:48
-
The J.P.
Morgan Wealth Management Liquidity Specialist team leads the adoption of short-term investment solutions for clients.
Our team partners with Financial Advisors to deliver expert guidance on liquidity and banking products, supporting clients' long-term goals through innovative investment strategies.
As a Vice President, Liquidity & Banking Specialist within the J.P.
Morgan Wealth Management Liquidity Specialist team, you partner with Financial Advisors to provide sales and product support for Liquidity and Banking solutions.
The successful candidate will have expert fixed income knowledge and serve as a subject matter expert for advisors and clients.
You will guide the growth of the short-term investment product platform by building strong, trusted relationships with Advisors, delivering product and platform education, and demonstrating deep expertise in liquidity management.
You will act as a valued extension of the Advisor team, identifying new client opportunities, proposing solutions for existing client needs, and providing cash management recommendations.
Job Responsibilities
* Serve as a highly visible and active member of the wealth management ecosystem, establishing and fostering critical business relationships with field leadership and Advisors
* Maintain expert knowledge of short-term investment solutions, including Money Market Funds, Brokered CDs, Short duration Bond Funds, Mutual Funds, Treasuries, Bond Ladders, Checking, Savings and CDs
* Act as a subject matter expert, presenting on the firm's investment themes, platforms, products, and strategies
* Lead the strategy and execution of business development activities, including one-on-one and group product education sessions, awareness campaigns, and market updates
* Create and coordinate workshops for advisor development, supporting ongoing education and skill-building
* Attend client meetings as the subject matter expert on investment solutions and positioning
* Demonstrate strong presentation skills, effectively communicating in group settings and partnering on presentations
* Partner with Financial Advisors to source new opportunities and respond to investment needs for existing clients, with the goal of attracting and retaining client assets
* Apply the liquidity management framework and cash bucketing concepts, engaging in thoughtful, goals-based discussions to understand clients' near- and long-term liquidity needs, with a focus on excess cash
* Collaborate with key subject matter experts across the Solutions and Practice Management organization to foster cross-functional idea sharing and client deepening opportunities
* Present on capital markets and investment solutions, working collaboratively with field leadership to implement the U.S.
Wealth Management strategy
Required qualifications, capabilities, and skills
* Hold Series 7 and 66 licenses
* Earn a Bachelor's degree
* Demonstrate 7 years...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:46
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorganChase within the Consumer & Community Banking, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities:
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills:
* Formal training or certification on software engineering concepts and 5+ years applied experience.
* 8+ years of software development experience.
* AWS (ECS, Lambda, PostgreSQL, DynamoDB, API Gateway, RDS), Java /Spring Boot, REST API.
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s)
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
Preferred qualifications, capabilities, and skills:
* Experience in Java along with Microservices , Spring Framework (Spring Boot, Spring MVC, Spring Data) and any front technologies like React and NodeJS.
* Experience to cloud services such as AWS S3, EC2, EKS, IAM, and Lambda.
* Familiarity with modern front-end technologies.
Chase is a leading financial services firm, helping nearly half of America's hous...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:46
-
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: Overland Park, US-KS
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:43
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Bethel Park, US-PA
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:42
-
Join JPMorganChase Commercial and Investment Banking AML Escalations Team, where curiosity and critical thinking are essential to how we asses and manage risk.
You will leverage an inquisitive mindset to dig beneath the surface, uncover meaningful insights, and support informed decision-making while partnering closely with internal stakeholders.
As a Client Data Associate, you will play a key role in reviewing AML-related escalations, including Politically Exposed Persons (PEP) profiles and financial crimes media.
This position requires strong investigative instincts, attention to detail, and the ability to synthesize complex information to assess and articulate financial crime risk.
You will work cross-functionally with front office, middle office, legal, and compliance partners to evaluate client risk, determine appropriate actions, and support sound decision-making in line with regulatory expectations.
Job Responsibilities:
* Conduct in-depth reviews of AML escalations, including PEP relationships and financial crimes media.
* Analyze and connect disparate data points to identify potential financial crime risk and determine appropriate escalation or disposition
* Partner with client owners, middle office, legal, and compliance teams to obtain information, assess risk, and drive timely resolution
* Ensure KYC documentation is accurately completed, clearly articulated, and maintained in accordance with internal policies and regulatory standards
* Manage a high volume of concurrent cases while maintaining strong attention to detail and quality of analysis
* Track, maintain, and publish reporting metrics, including escalation timeliness and past-due items
* Proactively escalate risks, bottlenecks, or aging items and recommend solutions
* Contribute to AML/KYC-related projects and process improvements, identifying opportunities to enhance efficiency and strengthen controls
Required Qualifications, Skills, and Capabilities:
* Bachelor's degree or equivalent work experience.
* 3+ years in AML or financial crimes investigations within compliance, law enforcement, legal, risk, or audit.
* Deep knowledge of AML typologies, red flags, and investigative techniques; applies sound risk judgment in complex, ambiguous scenarios.
* Proven end-to-end investigations experience, forming and articulating risk-based conclusions beyond alert or task processing.
* Ability to analyze and synthesize complex, multi-source information across client behavior, transactions, and external intelligence to identify meaningful risk indicators.
* Hands-on experience with banking systems, KYC platforms, and case management tools.
* Demonstrated capacity to manage high-volume concurrent work while maintaining depth, accuracy, and critical thinking.
* Strong ownership and accountability; operates independently and drives cases to resolution with minimal oversight.
* Excellent written and verb...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:39
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Montclair, US-NJ
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:37
-
Embark on a rewarding and challenging career as a Business Analysis Manager with our dynamic team.
You'll have the opportunity to make a significant impact by supporting process improvements, key initiatives and expanding your creative skills in a supportive and collaborative environment.
Join us and contribute to our mission while advancing your career.
As a Business Analysis Manager within JPMorganChase, you will be a key player in driving strategic initiatives and operational improvements.
Your role will involve leveraging your deep understanding of business analysis principles and data analytics expertise to uncover patterns, identify trends, and generate innovative solutions.
You will be responsible for managing a diverse team, fostering cross-functional collaboration, and ensuring the delivery of high-quality service within your area of responsibility.
Your ability to think strategically, delegate effectively, and coach your team members will be crucial in achieving our common goals.
With your advanced computer literacy and digital proficiency, you will be instrumental in implementing automation initiatives and optimizing processes, thereby enhancing our operational efficiency and customer service.
Job responsibilities
* Lead the design and development of business strategies by leveraging deep knowledge of business analysis principles and data analytics expertise, ensuring alignment with operational policies and precedents.
* Manage a diverse team of professionals, delegating tasks effectively, fostering an inclusive environment, and coaching team members to achieve their full potential.
* Drive cross-functional collaboration to implement automation initiatives and optimize processes, utilizing advanced computer literacy and digital proficiency.
* Conduct in-depth analysis of complex data sets to uncover patterns, identify trends, and generate innovative solutions that have a wide-ranging impact throughout the function.
* Oversee the production of reports and communications in support of operational or change initiatives, ensuring the quality and professionalism of service delivery within the area of responsibility.
Required qualifications, capabilities, and skills
* Demonstrated expertise in conducting business analysis, with a focus on data collection, integrity, utilization, requirements, and analysis, showcasing skills equivalent to 5+ years of experience.
* Proven track record in managing diverse teams, with an emphasis on delegation, coaching, and fostering cross-functional collaboration.
* Advanced proficiency in computer literacy and digital proficiency, with a demonstrated ability to effectively use technology to optimize processes and enhance customer service.
* Expertise in data analytics, with a history of developing and interpreting models to offer continuous insight and drive operational improvements.
* Demonstrated ability in strategic thinking, with a focus on using d...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:35
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Katy, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:33
-
Job Summary
As an Associate in our Natural Resources group, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
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 ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:32
-
The Global Trusts & Estates Practice is an integral part of the services we offer to clients.
With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
When JPMorgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, it is the Trust Officer's role to oversee the administration of the trust.
Job Responsibilities:
Technical and Risk Management
* Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
* Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee.
* Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate).
* Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration.
* Work with Tax Officers and trust counsel to resolve tax issues.
* Knowledge of internal procedures involving discretionary distributions, account maintenance, account opening/closing, AAR and ARP process, and management of overdrafts - is a plus.
* Address questions raised by beneficiaries, co-trustees and their advisors.
* Ability to work in a team-based environment.
Client Relationship Management
Trust Officers must develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries.
Trust Officers have responsibility to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service.
* Ability to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community.
* Develop, retain and deepen trust account relationships.
New Business
* Partnering with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM's role, the risks inherent in the structure and underlying assets, and the client's expectations.
* Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation.
Educational/Administrative:
* The specialized and ever changing nature of the T...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:30
-
Relationship Executive - Global Banking - Venture Capital Coverage Team, Technology Coverage, Managing Director
The Venture Capital Relationship Team is a key component of the firm's overall Innovation Economy (IE) business, covering venture capital firms and partners in early and growth stage companies.
Role Summary
* Lead coverage of Technology-focused venture capital firms as a Managing Director within JPMorgan Chase's Global Banking, partnering across the Commercial & Investment Bank, Private Bank, Credit, and Global Technology to deliver the full J.P.
Morgan platform to VC firms, General Partners, and portfolio companies across the lifecycle.
* Champion a culture of innovation and client-centricity; stay current on industry trends to identify opportunities for innovation, strategic partnerships, and improved client outcomes.
* Drive operating excellence by leveraging automation and existing technical infrastructure to scale coverage and efficiency, while embracing new technologies.
Key Responsibilities
* Relationship leadership
+ Expand senior relationships with Technology-focused VC firms (GPs, firm leadership, Partners) across the US; serve as a strategic advisor on exit pathways, venture debt, and capital markets readiness for portfolio companies.
+ Mobilize internal networks and firmwide resources to deepen client relationships and deliver integrated solutions.
* Origination and advisory
+ Apply prior Technology IB expertise to identify and originate multi-product solutions: M&A advisory, equity (IPO, follow-on, convertible), debt (IG/HY/DCM), private capital and venture/growth financing.
+ Provide sector-specific strategic insights and content (valuation, market updates, precedents, comparables) across enterprise/cloud, internet/consumer tech, fintech, AI, and applied technology.
+ Demonstrate disciplined sales management: pipeline development, forecasting, and consistent attainment of revenue and origination goals.
* Cross-platform partnership
+ Orchestrate cross-sell across Investment Banking, Markets, Commercial Bank (credit, treasury, payments), and the Private Bank.
* Risk, controls, and franchise stewardship
+ Uphold regulatory, control, suitability, and reputational risk standards; ensure KYC/AML completeness; maintain strong CRM hygiene.
+ Contribute to team development, mentorship, and a disciplined operating cadence.
* Operating excellence
+ Demonstrate strong organization and prioritization under pressure; adapt to changing business priorities and multitask effectively.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree required; formal credit training strongly preferred.
* 10+ years of relevant banking/coverage experience, including Technology investment banking and/or VC relationship coverage; demonstrated track record advising Technology companies across M&A a...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:28
-
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: Wendell, US-NC
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:26
-
Join our dynamic External Reporting team as an Associate controller, and play a pivotal role in our line of business results, feeding into firmwide reporting.
As an External Reporting Associate within the Commercial & Investment Bank team, you will have the chance to cooperate and work across various business lines and corporate stakeholders in support of the Commercial & Investment Bank's reported figures.
Your role demands strong attention to detail, communication, and influence across these stakeholders, during tight deadlines for external reporting.
Moreover, this role provides high visibility to senior stakeholders in the Commercial & Investment Bank and Corporate functions, with your analysis playing a crucial role in steering communications.
Job responsibilities
* Apply up-to-date product/industry/market knowledge in specialty areas of reporting
* Consolidate, review, and analyze quarterly financial data for accuracy and completeness including articulation of variance analysis in tight timeframe of external reporting calendar.
* Coordinate data collection and quarterly business results with various lines of business, Regulatory Controllers, and SEC reporting teams
* Assist in the thorough assessment of issues and outcomes
* Clearly communicate financial information to the lines of business and flag potential issues
* Adhere to control procedures to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Earnings, Form 10-Q, Annual Report/Form 10-K, Call Report & FR Y-9C, Pillar III, etc)
* Ensure accurate and complete data submission to Regulators
* Interpret and define regulatory and/or SEC requirements and coordinate internal and external policies
* Establish and manage relationships with the lines of business, corporate functions, 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
Required qualifications, skills, and capabilities
* 5+ years in a Finance organization with exposure to accounting, financial statements, and/or regulatory reporting
* Bachelor's degree in Accounting or Finance
* Experience in External Reporting, Product Control, or Financial Control at a financial services company
* Strong skills in time management, problem solving, written and oral communication
* Team player, with ability to lead effectively across diverse functions, locations, and businesses while seeing items to their conclusion
* Excellent excel, power-point and ability to create/drive efficiencies
* Strong analytical skills
* Extremely strong organizational and time management skills
Preferred qualifications, skills, and capabilities
* Project management experience/skills
* CPA
* Experience in SEC Reporting or Regulatory R...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:24
-
Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.
Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction.
Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.
As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business.
Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform.
You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies.
Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration.
You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement.
Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.
Job Responsibilities
* Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
* Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
* Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
* Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
* Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.
Required qualifications, capabilities and skills
* 3+ years of experience in managing and executing strategic initiatives in a professional field.
* Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
* Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
* Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
* Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.
Preferred qualifications, capabilities and skills
* Utilize presentation skills to c...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:22
-
J .P.
Morgan Wealth Management is seeking a talented and experienced communications professional to help lead external communications for the business.
As a Communications Executive Director supporting US Wealth Management (USWM), you will help define and execute the external communications strategy, working directly with our Head of External and Executive Communications and with executives.
As an Executive Director in USWM Communications, you will be part of arapidly growing business and help define the way we show up externally.You will have the ability to drive meaningful results and communicate complex information in a simple and compelling manner.
You should be adept at working through complexity, handling multiple initiatives, and collaborating effectively with executives and partners, as well as driving consistently high performance in teams.
You will report to the Head of External and Executive Communications for J.P.
Morgan Wealth Management and work closely with executives, partners and peers across Consumer & Community Banking and JPMorganChase.
Job responsibilities
* Serve as counsel to J.P.
Morgan Wealth Management executives in shaping external communications.
* Research and distill data and financial information, write and design presentations in PowerPoint and other presentation tools and prepare talking points and other communication tools for senior leaders.
* Help to define and carry out Wealth Management external media relations, including PR campaigns focused on new initiatives and developments, as well as ongoing media relations, press events and executive visibility.
* Partner closely with firmwide Communications colleagues, business partners and others across the firm to build and execute strategies that enhance our reputation, build trust and advocate for the firm's business priorities and ensure alignment of messaging and strategy.
* Lead and oversee the work of a team of talented communications professionals, inspire performance excellence and foster a collaborative team culture.
* Develop and foster relationships at all levels internally including senior-level executives, functional partners across legal, risk, controls and compliance, and firmwide communications peers and the broader team.
* Protect and enhance the reputation of our firm through proactive storytelling, reactive issue management and development and reinforcement of proper communications controls.
* Serve as a member of the Consumer and Community Banking Communications Extended Leadership Team.
Required qualifications, capabilities and skills
* 10+ years of experience in corporate communications with acommercial orientation and deep understanding of financial services
* Experience in providing counsel to senior executives and superior judgment, with ethics of the highest caliber and a commitment to upholding the culture of doing the right thing for clients, stakeholders and employees
* Demonst...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:20
-
Join our team at JPMorganChase, where you'll play a crucial role in managing the pre- and post-trading life cycle operations.
Your focus on cash movements, funding coordination, and process improvements will be key to enhancing operational efficiency and driving success.
As a Trade Lifecycle Analyst within JPMorganChase, you will play a pivotal role in managing the operations of pre- and post-trading life cycles across all asset classes, with a primary focus on cash movements in and out of client accounts and preparing funding for managed demand deposit accounts.
You will coordinate with other business lines to ensure proper funding, applying your knowledge of trade lifecycle processes to identify and resolve issues while contributing to process improvements and automation initiatives.
Your success will depend on your ability to actively listen, ask insightful questions, and establish productive relationships with internal stakeholders, as well as manage projects and influence outcomes.
You will have the opportunity to develop your understanding of market products and emerging technologies, directly impacting the team's goals and performance.
Regular guidance and support from more experienced professionals will help you grow in your role.
Job responsibilities
* Manage cash movements into and out of client accounts, ensuring accurate allocation and reconciliation of funds.
* Collaborate with other business lines to facilitate proper funding, ensuring seamless coordination and communication.
* Contribute to the identification and implementation of process improvements, utilizing knowledge of automation technologies to enhance efficiency.
* Participate in projects related to trade lifecycle operations, assisting in the planning and execution stages to meet set objectives.
* Develop a foundational understanding of market products and regulations, applying this knowledge to daily operations and decision-making processes.
* Adapt to tight deadlines by effectively organizing and prioritizing work, while applying a strong logical and analytical mindset to think outside the box and challenge the status quo.
Required qualifications, capabilities, and skills
* Baseline knowledge or equivalent expertise in financial markets and understanding of the transaction lifecycle.
* Demonstrated ability to manage cash movements and coordinate with various business lines for proper funding.
* Experience with process improvement methodologies and automation technologies, with a focus on enhancing operational efficiency.
* Ability to establish productive relationships with internal stakeholders, demonstrating beginning proficiency in stakeholder management.
* Familiarity with project management principles, with experience in assisting with project planning and execution.
Preferred qualifications, capabilities, and skills
* Strong analytical and problem-solving skills, with a background in Economics or ...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:20
-
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: Birmingham, US-MI
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:19
-
We are seeking a Vice President to join our team! The JPMorgan Chase U.S.
Benefits Design and Strategy team is responsible for evaluating, managing and implementing changes to various benefit programs (e.g., medical, dental, vision, life insurance, long-term disability), monitoring plan performance, regulations and marketplace trends, and taking an active part in the design and implementation of the firm's overall wellness initiatives.
The medical plan and wellness program is designed to meet the needs of over 180,000 U.S.
employees and is recognized for its commitment to employee health and well-being.
This is a full-time role based in Jersey City, NJ, or Chicago, IL.
As a Vice President within the U.S.
Benefits Design and Strategy Team, you will blend strategy, analytics, and hands-on execution to evaluate, launch, measure, and scale U.S.
healthcare initiatives and innovations aimed at improving employee health care.
Job responsibilities:
* Define and track metrics to measure the performance and effectiveness of benefits offerings and initiatives; ensure consistent methodologies and enable objective comparisons of financial and clinical outcomes across vendors and programs.
* Research and evaluate ad hoc benefits offerings and program enhancements; quantify value, define success measures, and prepare materials for senior leadership review and approval.
* Own day-to-day operations of healthcare initiatives and vendor partnerships-from product offerings and program administration to process updates, member engagement, communications, and issue resolution-to deliver a seamless, high-quality employee experience.
* Manage cross-functional deliverables with internal and external stakeholders; interpret reporting and financials; support risk and compliance activities and plan audits; and drive operational excellence.
* Monitor healthcare trends and emerging employer healthcare transformation opportunities, and innovate with vendors to pilot and scale solutions.
* Partner with the broader Benefits team to develop and implement new ways to engage employees in their overall well-being.
* Collaborate closely with internal stakeholders, including benefits analytics and reporting, benefits delivery and customer service, wellness, communications, finance, product, employee experience, HR technology, IT security, legal, and sourcing.
Required qualifications, capabilities, and skills:
* Deep understanding of the healthcare marketplace, along with a demonstrated track record of deep and thoughtful analysis of the healthcare marketplace, as it relates to large employer plans
* 10+ years (or progressively responsible experience) in corporate benefits, benefits consulting, or health plan/health insurance field
* Builder's mindset that experiments, measures, learns, and iterates, bringing fresh, practical approaches to solve complex problems
* Experience in strategic, analytical, or metric-driven roles, t...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:19
-
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: Stafford, US-VA
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:18
-
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...
....Read more...
Type: Permanent Location: Durham, US-NC
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:17
-
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: West Windsor, US-NJ
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:17
-
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...
....Read more...
Type: Permanent Location: Syracuse, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:16
-
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 Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients.
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
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Share the value of Chase Private Client with eligible clients.
* Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
* 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.
* 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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
* 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 resolve client issues quickly and effectively 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, ...
....Read more...
Type: Permanent Location: Lake Grove, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:09:15
