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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: Muncie, US-IN
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:52
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Ignite your passion for product innovation and help shape the future of blockchain-based financial infrastructure with Kinexys by J.P.Morgan Payments, the firm's blockchain-focused business unit.
As a Product Director in Kinexys Digital Assets-a multi-asset tokenization platform -you'll lead the development of transformative solutions for institutional and corporate clients.
Drive customer-centric innovation and empower teams to deliver exceptional value.
As a Product Director in the Kinexys Digital Assets team, you lead innovation through the development of products and features that delight customers.
As a leader, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams to create groundbreaking solutions that address customer needs.
You work with us to deliver transformative financial infrastructure and products for institutional and corporate clients, driving change and growth in a dynamic environment.
Job Responsibilities
* Develop and execute a comprehensive product strategy that informs the evolution of Kinexys Digital Assets
* Drive the development of new products and features related to digital assets and tokenization, leveraging emerging technologies and industry best practices
* Lead, coach, mentor, and empower product teams to execute across the product life cycle, while defining and instilling best practices
* Collaborate with cross-functional teams, including engineering, sales, marketing, customer support, and functional partners, to ensure successful product delivery and adoption
* Engage with key clients and stakeholders to gather feedback and insights, ensuring our products meet their needs and expectations
* Ensure compliance with industry regulations and company policies
* Champion a culture of continuous innovation and improvement
* Identify and remove barriers to product success
* Monitor market trends and competitor landscape to inform product direction
* Communicate product vision and strategy to internal and external audiences
* Drive measurable business outcomes through product leadership
Required Qualifications, Capabilities, and Skills
* 8+ years of experience or equivalent expertise delivering high-impact and large-scale products, projects, or technology applications
* Proven track record of leading transformative innovation initiatives to market, leveraging new technologies to drive change in complex organizations.
* Extensive experience in capital markets, securities services, investment management or a closely related field
* Recognized thought leader and innovator with demonstrated industry experience and strong technical orientation
* Strong strategic thinking and problem-solving skills
* Excellent leadership and team management abilities
* Exceptional communication and interpersonal sk...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:52
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Every effort has been made to identify the essential functions of this position.
However, it in no way states or implies that these are the only duties you will be required to perform.
The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or is an essential function of the position.
Administrative Functions Plan, develop, organize, implement, evaluate, coordinate, and direct our infection control program in accordance with current rules, regulations, and guidelines that govern such requirements in nursing care facilities.
Ensure that the facility follows current CDC, OSHA, and local regulations concerning infection control or standard/universal precautions.
Develop, maintain, and periodically update infection control precautions and aseptic technique that successfully correct problem areas.
Interpret infection control policies and procedures as necessary.
Maintain a reference library of written infection control material that will assist the facility in meeting the day to day needs of the isolated resident.
Make written and oral reports/recommendations to the Administrator, as necessary/required, concerning the infection control program of this facility.
Assist all departments in evaluating and classifying routine and job related functions to ensure that tasks involving exposure to blood/body fluids are properly identified.
Monitor infection control practices and procedures to ensure that all personnel are implementing our standard operating procedures for tasks involving exposure to blood/body fluids.
Make rounds to nursing units for the purpose of case findings, review of environmental sanitation procedures, and supervision of isolation precautions/practices.
Visit isolated residents as necessary to ensure that established isolation precautions and aseptic technique are followed.
Ensure that laboratory support is available, including microbiological and serological services.
Review and analyze infectious disease laboratory reports and consult with the Director of Nursing Services in developing the care plan for assuring that aseptic techniques are implemented.
Assist in developing and implementing guidelines for the decontamination and sterilization activities performed in the facility.
Perform periodic testing of our prepared sterile packs, bundles, and supplies, including sterilization equipment.
Monitor the designated shelf life of medical items wrapped and sterilized at the facility.
Reprocess as necessary.
Ensure that all personnel follow established procedures for the disposal and removal of infective and contaminated materials from the facility.• Prepare monthly summaries of all resident/personnel infections, corrective action taken, and the results of the corrective action.
Submit copies to the Administrator and Director of Nursing Services.
Prepare summaries of special investigations on the occurrence of nosocomial and community acquired infections.
Provide the Direc...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:51
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Be part of a dynamic team where your distinctive skills will contribute to a winning culture and team.
As a Data Engineer III - PySpark/AWS at JPMorgan Chase within the Payments Technology Regulatory Reporting team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading cloud technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Supports review of controls to ensure sufficient protection of enterprise data
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* 3+ years hands-on practical experience in system design, application development, testing, and operational stability
* Hands-on practical experience in system design, application development, testing, and operational stability
* Proficient in coding in one or more data engineering languages/platforms - Python / PySpark / Databricks or similar
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Exposure to cloud technologies Databricks, AWS MSK, EC2, EKS, S3, RDS, Lambdas
* Exposure to payment domain streaming systems
* Exposure to payment regulatory reporting
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, sm...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:50
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PRN/Occupational Therapist (OT) - Post Acute & Long-Term Care
NEW GRADS are welcome - Join Our Team at Great Plains Post Acute Care!
At Great Plains Post Acute Care, we believe in transforming lives—both for our residents and our team members.
We are redefining excellence in post-acute care.
Our Mission & Values:
To revolutionize the delivery, leadership, and quality of post-acute care across the country.
* Love: Care begins with compassion and heart.
* Excellence: Every day, we strive to improve and deliver the best care.
* Trust: Integrity drives every decision we make.
* Accountability: We own our actions and their outcomes.
* Mutual Respect: We treat everyone with kindness and dignity.
* Fun: Joy is part of the journey—every single day!
We are adding to our PRN Occupational Therapy team to provide exceptional care, enhance patient recovery, and support our team in delivering high-quality therapy services.
* Evaluate patients within 24 hours of referral and create effective treatment plans.
* Administer therapy in alignment with physician-approved plans.
* Supervise Certified Occupational Therapy Assistants (COTAs) and Restorative Aides.
* Document evaluations, progress notes, and treatment changes per policy.
* Provide caregiver training and assist with discharge planning, including recommending durable medical equipment.
* Collaborate with interdisciplinary teams in patient care and rehabilitation meetings.
Education:
* Bachelor's, Master's, or Doctorate in Occupational Therapy.
* Current Kansas Occupational Therapy license in good standing.
* Strong communication, reasoning, and computer skills (e.g., Point Click Care).
* Ability to meet physical demands, including frequent standing, reaching, and lifting.
Why You'll Love Working Here:
* Aggressive PRN Wages
* A Positive Environment: A supportive workplace where your skills and contributions make a meaningful impact.
Apply Today!
Ready to make a difference in residents' lives? Join a team that's committed to love, excellence, and fun.
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Type: Permanent Location: Wichita, US-KS
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:49
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Join Our Team at Napa Valley Care Center!
Napa, CA | Pay up to $22/hr
Full-Time, Part-Time & PRN Shifts Available
Napa Valley Care Center is now hiring Certified Nursing Assistants (CNAs) who are passionate about providing high-quality care in a compassionate, team-centered environment.
Whether you're an experienced CNA or a recent graduate ready to begin your journey in healthcare—we'd love to meet you!
What You'll Do:
* Assist residents with ADLs including bathing, grooming, dressing, and ambulation
* Provide companionship and emotional support to residents
* Take vital signs and document care in accordance with facility procedures
* Work collaboratively with nurses, therapists, and other care team members
* Help ensure a clean, safe, and dignified environment for all residents
What We're Looking For:
* Active California CNA certification
* Compassionate, dependable, and team-oriented
* Strong communication and time management skills
* Previous SNF experience is a plus—but not required
Why You'll Love Working Here:
* Competitive pay—up to $22/hr
* Flexible scheduling options
* Supportive leadership and experienced clinical team
* Full benefits package for eligible employees
* Opportunities for training, growth, and advancement
Make a difference every day at Napa Valley Care Center—apply now and grow your career where care matters most!
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Type: Permanent Location: Napa, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:49
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We have an exciting and rewarding opportunity for you to take your Data engineering career to the next level.
As a Lead Data Engineer JPMorgan Chase within the Consumer & Community Bank - Branch Workplace Technology team, you serve as a expert Data Engineer on agile teams to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for leading critical data functions from architecture, modelling, transformation, modernization, migration, protection, security and governance in support of CCB Branch initiatives and objectives.
Job responsibilities
* Deliver end-to-end data solutions on cloud infrastructure leveraging the latest technologies and the best industry practices.
* Use domain modelling techniques to allow us to build best in class business products.
* Guide the evolution of logical and physical data models to support emerging business use cases and technological advancements
* Build solutions that avoid single points of failure, using scalable architectural patterns.
* Develop secure code so that our customers and ourselves are protected from malicious actors.
* Promptly investigate and fix issues and ensure they do not resurface in the future.
* Make sure our releases happen with zero downtime for our end-users and Keeping us up to date by continuously updating our technologies and patterns.
* Structure software so that it is easy to understand, test and evolve.
* See that our data is written and read in a way that's optimized for our needs.
* Keep an eye on performance, making sure we use the right approach to identify and solve problems and ensure our systems are reliable and easy to operate.
* Support the products you've built through their entire lifecycle, including in production and during incident management
Required qualifications, capabilities and skills
* Formal training or certification on data engineering concepts and 5+ years applied experience.
* Recent hands-on professional experience as a data engineer
* Expertise with Relational databases like Oracle, SQL Server and Postgres
* Proficient with AWS cloud technologies and distributed systems
* Proficiency with data transformation frameworks and data pipeline orchestration tools
* Experience with data governance frameworks
* Prior experience with managing large volumes of data and optimizing data processing
* Experience in coding with Java or Python programming language and experience in designing and implementing effective tests (unit, component, integration, end-to-end, performance, etc.)
* Excellent written and verbal communication skills
* Understanding of event-base architecture, data streaming and messaging frameworks
* Coach other team members on coding practices, design principles, and implementation patterns that lead to high-quality maintainable solutions.
* Manage stakeholders and ef...
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Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:48
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Evaluate patients within twenty four (24) hours, or 1 business day of physician referral.
If unable to complete evaluation in 24 hours, documentation in medical record clearly defines cause for delay.
Develop effective treatment plan and obtain approval for services from referring physician.
Treat patients per the physician treatment plan.
Supervise Speech Language Pathologist Assistants in direct patient care and patient related activities, following state practice act.
Communicate with supervisor and other health team members regarding patient progress, problem and plans.
Participate in Patient Care Conferences, Utilization Review meetings and Rehabilitation Conferences as needed.
Participate in in services training program for other staff in the facility.
Record evaluations, daily treatment notes, weekly progress notes, recertification documentation, per Speech and Language Pathologist in the Board State Practice Act and governmental and third party payer requirements.
Record treatment changes per policy and procedures.
Instruct patient's families or nursing staff in maintenance program and caregiver training in preparation for discharge from therapy services.
Participate in discharge planning.
Act as a clinical preceptor for affiliating CFY/RFP Speech Language Pathologist and student programs.
Comply with the Speech Language Pathology and Audiology Bureau State Practice Act and the facility policy and procedures.
Ability to relate positively, effectively, and appropriately with patients/residents, families, staff and professional colleagues.
Supervisory Requirements Supervises CFY - Speech Clinical Fellows, if applicable, and assists nursing with training of Restorative Aides.
Qualification Education and/or Experience Bachelor's degree in Speech Language Pathologist Therapy, prefer graduates of Masters or Doctorate Program in Speech Language Therapy.
Proficient in computer skills such as inputting data into programs such as Casamba and Point Click Care.
Language Skills Ability to read technical procedures.
Ability to read and comprehend policy and procedure manuals.
Ability to effectively present information and respond to questions from managers, coworkers and families.
Mathematical Skills Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
Reasoning Ability Ability to solve practical problems.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registrations Licensed as an Speech Therapist in the state.
Employee must meet continue education requirements per state practices.
Must maintain a license in good standing at all time with the state board.
Physical Demands The essential functions of this position require the following physical abilities: Standing and /or walking very frequently.
Sitting occasionally.
Reaching with hands and arms frequently, pushing/pulling very frequently.
Talking and /or hearing very fr...
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Type: Permanent Location: La Grange, US-KY
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:48
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General Purpose
The primary purpose of your job position is to provide each of your assigned residents with routine daily nursing care and services in accordance with the resident's assessment and care plan, and as may be directed by
your supervisors.
Essential Duties
• Use the wristband or photo card file to identify residents before administering treatments, serving meals, etc., as necessary.
• Use only authorized abbreviations established by this facility when recording information.
• Report all changes in the resident's condition to the Nurse Supervisor/Charge Nurse as soon as practical.
• Record all entries on flow sheets, notes, charts, etc., in an informative, descriptive manner.
• Report all accidents and incidents you observe on the shift that they occur.
• Agree not to disclose resident's protected health information and promptly report suspected or known violations of such disclosure to the Administrator.
• Report any known or suspected unauthorized attempt to access facility's information system.
• Perform only those nursing care procedures that you have been trained to do.
• Ensure that the resident's room is ready for receiving the resident (i.e., bed made, name tags up, admission kit available, etc.).
• Greet residents and escort them to their room.
• Introduce resident to his/her roommate, if any, and other residents and personnel as appropriate.
• Make resident comfortable.
• Inventory and mark the resident's personal possessions as instructed.
• Store resident's clothing.
• Assist residents with packing their personal possessions when they are being transferred to a new room, or when being discharged.
• Transport residents to new rooms or to the receiving area.
• Assist with loading/unloading residents' to/from vehicles as necessary.
• Create and maintain an atmosphere of warmth, personal interest and positive emphasis, as well as a calm environment throughout the unit and shift.
• Meet with your shift's nursing personnel, on a regularly scheduled basis, to assist in identifying and correcting problem areas, and/or the improvement of services.
• Report all complaints and grievances made by the resident.
• Participate in and receive the nursing report as instructed.
• Follow established policies concerning exposure to blood/body fluids.
• Make beds as instructed.
• Put extra covers on beds as requested.
• Measure and record temperatures, pulses, and respirations (TPRs) of residents, as instructed.
Weigh and measure residents as instructed.
• Ensure that residents who are unable to call for help are checked frequently.
• Answer resident calls promptly.
• Check residents routinely to ensure that their personal care needs are being met.
• Assist residents with identifying food arrangements (i.e., informing resident with sight problem of foods that are on his/her tray, where it is located, if it is hot/cold, etc.).
• Record the resident's food/fluid intake.
Report change...
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Type: Permanent Location: South Point, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:47
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Orlando, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:46
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Head of Agency Servicing - Commercial Real Estate
We're expanding our Commercial Bank and Real Estate operations and are looking for an experienced professional in commercial real estate operations and GSE loans.
This role presents a unique opportunity to contribute to the growth of a new business line within our industry-leading JPMorganChase commercial real estate platform.
Our Commercial Banking offers extensive industry knowledge, local expertise, global capabilities, and a comprehensive set of financial products and services to clients with annual revenue ranging from $20 million to $2 billion.
As Head of Agency Servicing - Commercial Real Estate in our Commercial Banking team, you will be responsible for leading the Agency Operations.
Your role will involve expanding the capabilities of an existing operations team renowned for its exceptional loan servicing.
You will work closely with business leaders, GSE stakeholders, and various teams to ensure operational excellence.
This position offers a unique opportunity to contribute to the growth and development of a new business line on our industry-leading JPMorganChase commercial real estate platform.
Job responsibilities
* Serve as the Agency business process expert related to loan servicing
* Develop the future state operating model for servicing including asset management, investor reporting and loan servicing
* Lead operational readiness work streams to drive alignment to the new model
* Lead the development of long-term scaling for the Agency and off-balance sheet portfolio
* Be the main point of contact for GSE stakeholders related to operational processes, reviews and audits
* Build a robust quality control program for the GSE portfolio and lead the oversight of quality control
* Lead servicing teams which perform origination and servicing activities
* Work closely with commercial real estate business functions on operational readiness matters to ensure that anticipated time frames are met
* Perform additional duties as assigned
Required qualifications, capabilities, and skills
* 10+ years of experience with servicing of Fannie Mae DUS and Freddie Mac Optigo loans
* Experience working for a major commercial real estate servicer
* Experience in working with GSE stakeholders related to loan servicing and experience participating in audits and certifications process
* Ability to interact favorably in person and on the telephone with government agency staff, and team members
* Knowledge closing and servicing commercial real estate loans for multifamily housing
* Knowledge of investor reporting, Mortgage Industry Standards Maintenance Org (MISMO), and CREFC IR
* Excellent knowledge of mortgage products, financial services, lending, and real estate compliance in addition to loan servicing standards.
Knowledge of Affordable Housing Financing (when applicable)
* Excellent written and verbal communication ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:46
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: West Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:45
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Innovation Economy Venture Capital Relationship 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.
As a Managing Director within the Venture Capital Relationship Team covering Technology venture firms, you will play a pivotal role in shaping the investor coverage strategy.
Your responsibilities will include fostering and enhancing relationships with leadership teams and General Partners within the North America Venture Capital space.
You will also be entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets.
Job Responsibilities
* Develop and deepen relationships with leadership teams and General Partners within the North America Venture Capital space with a focus on Technology Venture Capital firms
* Support the firm's efforts across JP Morgan's product offerings to VC firms, General Partners and their portfolio companies.
* Take ownership of the client experience and drive outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product sets.
* Work closely with senior leaders within the IE team and across the firm, including but not limited to other members of the Venture Capital Relationship Team, Commercial Bank subsector and industry coverage, Private Bank, Investment Banking and global partners.
Required Qualifications, Capabilities and Skills
* Bachelor's degree required
* Extensive Life Sciences industry and product knowledge across the Innovation Economy
* Minimum ten years proven relationship building and influencing skills with Venture Capital Firms and Partners
* Knowledge of credit, corporate finance, treasury, commercial, and investment banking products
* Direct lending or credit supported related experience with a focus on business relationships, excellent client relationship skills
Preferred Qualifications, Capabilities and Skills
* Completion of a recognized bank credit training or investment banking training program
* MBA preferred
* Strategic thinker who supports the goals and direction of the firm
* Ability to partner across lines of businesses and leverage internal resources
* Strong knowledge of regulatory and control framework
* FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates will be considered and will need to obtain licenses (have 90 days from start date per license) to stay in the role
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 r...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:45
-
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: Springboro, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:44
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Join a dynamic team where your organizational skills and problem-solving abilities will make a real difference.
As a key contributor, you'll collaborate with stakeholders across multiple business areas, shaping the future of our products and processes.
This is your opportunity to work in a fast-paced environment, supporting transformation and innovation.
We value your critical thinking and self-motivation, and offer a platform to grow your career.
Be part of a team that thrives on partnership, performance, and continuous improvement.
As a Supervisory Manager in the Discretionary Accounts Control Team, you drive solutions and partner with stakeholders to deliver impactful business initiatives.
Your day-to-day efforts will include partnering with key stakeholders spanning onboarding, proposal, trade, billing, performance, risk, and compliance.
You are highly organized, self-motivated, and a critical thinker and problem solver.
You help us maintain a proactive risk and control culture while supporting product development and change management.
Together, we create value for our clients and our organization.
Job Responsibilities
* Build and maintain roadmaps that depict feature and functionality timelines
* Track releases and ensure timely delivery of product enhancements
* Participate in daily scrum meetings, planning, reviews, and retrospectives
* Support the development team by answering questions and clarifying requirements
* Assist in prioritizing the product backlog based on business cases
* Partner with product, proposal, trade, technology, risk, legal, compliance, and operations teams to manage prioritization, resourcing, controls, readiness, and change management plans
* Drive solutions across the organization by working with stakeholders in multiple functions and lines of business
* Assist in transformation efforts, such as the OLY NYC to Omni conversion
* Facilitate effective requirements discussions focused on solving business problems
* Write requirements, typically as user stories and epics
* Share upcoming and current system features and functionality through end-user demos
Required Qualifications, Capabilities, and Skills
* 3 years of business banking, controls, risk, or portfolio management experience
* Bachelor's degree or equivalent experience
* Demonstrate effective execution and drive towards product vision
* Maintain a customer-centric focus and strong rapport with end users
* Analyze opportunities and problems, recommend solutions, and communicate effectively and confidently, both verbally and in writing
* Create a proactive risk and control culture using proven evaluation strategies and sound change management protocols
* Provide support for the end-to-end execution of the Risk & Control Self-Assessment, including control breaks and resolutions, to reduce financial loss, regulatory exposure, and reputational risk
Preferred Qualifica...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:43
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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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:43
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Hempstead, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:42
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Licensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days)
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lif...
....Read more...
Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:41
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You will lead transformative initiatives to advance and implement best-in-class third party governance across Consumer & Community Banking.
By driving cross-functional collaboration and ensuring alignment with firmwide standards, you deliver innovative solutions that enhance supplier risk management and support strategic business objectives.
As the Third Party Framework Uplift Vice President within the Consumer and Community Banking Third Party Governance Framework, you serve as the project leader responsible for promoting the development, enhancement, and implementation of the Consumer and Community Banking Third Party Governance Framework.
This role is pivotal in coordinating and managing framework uplift initiatives, ensuring alignment with firmwide standards, regulatory requirements, and business objectives.
The Vice President leads cross-functional teams-including project managers, operating model associates, and Line of Business/Chief Technology Product Officer Joint Objectives associates-to deliver effective solutions that support governance and supplier risk management across Consumer and Community Banking.
Job responsibilities:
* Lead end-to-end project management for the development and uplift of the Third Party Governance Framework.
* Coordinate gap analysis, requirements gathering, and remediation planning to ensure the framework meets regulatory and business needs.
* Oversee the design, documentation, and rollout of new governance procedures, operating models, and job aids for sub-LOBs and delivery managers.
* Track progress against project milestones, deliverables, and target dates to ensure timely execution and quality outcomes.
* Partner with the Governance VP, Supplier Management VP, and other key stakeholders to align framework development with strategic objectives.
* Facilitate workshops, working groups, and feedback sessions to gather input and drive consensus on framework enhancements and engage with LOB, CTPO, and cross-functional teams to ensure effective adoption and integration of framework components.
* Lead change management activities to support the rollout of new framework elements, including training, communication, and stakeholder engagement.
* Prepare and deliver executive updates, dashboards, and presentations to governance forums and senior management.
* Communicate project status, risks, and lessons learned to stakeholders and governance bodies.
* Identify opportunities for process improvement, automation, and innovation within the framework and related reporting practices and support the adoption of technology solutions to automate data collection, reporting, and workflow management.
* Mentor and guide project managers, operating model associates, and LOB/CTPO Joint Objectives associates in executing framework uplift initiatives and foster a culture of collaboration, accountability, and continuous improvement within the team.
Required qualifications, ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:41
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:40
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Littleton, US-CO
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:39
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Government Banking, you will generate new treasury management business and maintain relationships with State and Local Governments.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Associates, Analysts , Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required Qualifications, Capabilities and Skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving
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 ...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:39
-
At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Licensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* A valid and active Series 7 and Series 63
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days)
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financia...
....Read more...
Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:38
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Join our Global Security team as an Inspection & Repair (I&R) Reviewer and play a crucial role in maintaining compliance and integrity.
Utilize your eye for detail and analytical skills to ensure our operations adhere to the highest standards in a fast-paced and dynamic environment.
As an Inspection & Repair (I&R) Reviewer within our Global Investigations (GI) division, you will ensure the accuracy and compliance of Suspicious Activity Reports (SARs).
Reporting to the I&R Manager, you will meticulously review SARs to ensure they meet FinCEN and internal standards, identify any discrepancies, and ensure proper formatting.
You will manage the queue of assigned SARs, prioritize tasks, and communicate effectively with Investigators and Managers to resolve issues, contributing to the overall quality assurance and timely filing process.
Job Responsibilities:
* Examine and verify the accuracy and completeness of SARs.
* Ensure compliance with FinCEN, SAR Program Advisory, and GFC Legal guidelines.
* Review SAR form fields and narratives for consistency and proper formatting.
* Manage the queue of assigned SARs, prioritizing based on due dates.
* Communicate effectively with Investigators and Managers regarding non-compliance issues.
* Collaborate with the I&R Workflow Coordinator to ensure SARs pass inspection.
* Utilize SAR test scripts for quality assurance.
* Provide performance feedback to SAR filers and Managers.
* Authorize SARs for electronic filing with FinCEN.
* Track patterns of defects and compile metrics for reporting.
Required qualifications, capabilities and skills
* Strong attention to detail and analytical skills.
* Knowledge of FinCEN and SAR filing guidelines.
* Ability to manage multiple priorities and work under tight deadlines.
* Excellent communication skills.
* Experience with case management systems.
* Ability to collaborate with cross-functional teams.
* Strong organizational skills.
* Proficiency in reviewing and analyzing complex documents.
Preferred qualifications, capabilities and skills
* Experience in SAR filing processes.
* Familiarity with Global Security operations.
* Experience in a compliance or regulatory role.
* Knowledge of electronic filing processes.
* Ability to provide constructive feedback.
* Experience in compiling and reporting metrics.
* Strong problem-solving skills.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including bas...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:38
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As the Sr Associate for Auto Risk Insights in the Consumer & Community Banking (CCB), you will play a pivotal role in building a comprehensive data-driven narrative for the status of the Auto market and the positioning of our current lending portfolio with respect to competitors.
As our team expands to explore and establish new partnerships with Original Equipment Manufacturers (OEMs), you will play a key role in evaluating the collateral value risk associated with our growing portfolio by conducting thorough risk assessments and analyzing market trends.
You will be responsible for internal and external data exploration, developing comprehensive analytics, and supporting various key initiatives to evolve our policies and reporting.
You will leverage large amounts of data to produce actionable insights the lead to strategic business decision and provide a point of view to senior leadership including the Chief Risk Officer (CRO) and functional leads.
You will excel at creative thinking and problem solving; be self-motivated, confident and ready to work in a fast-paced, energetic environment, interacting with multiple stakeholders across different functions.
Job Responsibilities
* Expanding analytic and data capability for Auto retail and Dealer Commercial Service (DCS) customers
* Create a credit risk point of view that captures the dynamics of the Auto market, its lending business and the health of our portfolio
* Conduct deep dive exercises related to the Auto business and provide value to proactive strategies impacting the business spanning across origination, servicing, and default management
* Provide analytic support and timely reporting for the successful implementation of strategic business decisions
* Evaluate and manage collateral value risk as we grow our portfolio through new OEM partnerships, maintaining high standards of risk assessment
* Partner with X-LOB risk functions in understanding key position, risk and strategy changes
* Provide accurate and concise results and presents findings, recommendations, and other relevant materials to senior management
* Will be expected to work with minimal supervision and multitask on several projects and processes
Required qualifications, capabilities, and skills
* Minimum Bachelor's degree in a quantitative or business discipline from an accredited college/university required
* Minimum 3 years of data analytics experience
* Experience...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-27 07:37:37
