-
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: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:33
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Join a dynamic team within the Office of the Chief Financial Officer, where you'll oversee the development and distribution of macroeconomic scenarios used in the Firm's forecasting processes.
Collaborate with Economics and Strategy Research teams, Chief Risk Officer, Chief Financial Officer, Financial Planning teams, and other corporate areas.
Cover key U.S.
and global macroeconomic indicators, rates, equities, FX and credit markets, real estate markets, and more.
A broad knowledge base across economics and finance is essential.
Develop scenarios across a range of potential economic backdrops distributed Firmwide.
As a Firmwide Economic Scenarios Associate within the Office of the Chief Financial Officer, you will play an integral role in the team's scenario design work and macroeconomic forecasting.
You will have the opportunity to directly execute forecasts for macroeconomic variables and interact with senior leaders, developing important leadership and analytical skills required to advance in the Firm.
Job Responsibilities:
* Support the execution of macroeconomic forecasts that make up the scenarios, working closely with key forecasting partners and consumers of the scenarios.
* Monitor and prepare commentary on economic releases and events, monitor evolving risks, stay abreast of trends in economics and financial markets, and anticipate implications for macroeconomic forecasting and scenario design.
* Manage multiple project workstreams as well as inbound questions, deliverables, and ad-hoc requests, with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timelines.
* Develop executive-level presentations for senior management and internal stakeholders.
* Interact with and guide quantitative model development teams for the development and enhancement of macroeconomic forecasting methodologies.
* Lead ad-hoc analysis and conduct economic research as needed.
Required Qualifications, Skills, and Capabilities:
* Strong quantitative skills: Master's or Bachelor's degree in Economics, Econometrics, Quantitative Finance, or related field.
* At least 2 years of relevant work experience in research/forecasting/business analytics for a leading financial institution/central bank/consulting firm or similar, with a strong background/interest in economics.
* Advanced Excel and Microsoft Office skills and experience with at least one programming language/statistical software (e.g., Python, R, EViews, Excel VBA).
* Exceptionally detail-oriented with the ability to synthesize large amounts of data and various viewpoints, summarize key concepts, and clearly articulate relevant conclusions.
* Excellent organizational and communication (verbal and written) skills.
* A proven track record of executing against deliverables and meeting deadlines under pressure.
* Self-starter, with an ability to multitask in a fast-paced environment with frequently changi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:31
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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: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:31
-
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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:30
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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 continued employm...
....Read more...
Type: Permanent Location: Saint Cloud, US-FL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:28
-
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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:26
-
The Treasury and the Chief Investment Office (TCIO) within JPMorgan is responsible for firm wide asset and liability management for one of the world's largest global financial institution.
Because it sits at the very center of the firm, TCIO directly influences the composition of the firm's balance sheet as well the activities of the firm's four main lines of business (LOBs): Asset & Wealth Management, Commercial Banking, Corporate & Investment Bank, and Consumer & Community Banking.
Working as a key member of the Middle Office Trade Support team supporting TCIO's North America activity, you will be responsible to ensure the business is well supported and properly controlled.
Due to the constant evolution of business and regulatory initiatives, your role will necessitate your involvement in supporting daily processes and at times, involvement in special projects.
You will need to possess a financial mindset, an appreciation for complex system flows and the controls necessary to ensure their accuracy, an aptitude for root/cause analysis, and an overriding eagerness to exhibit leadership and drive.
Job responsibilities:
* Understand all transaction flows and controls pertinent to the various set of products in the TCIO portfolio.
* Address and escalate issues as they arise as a matter of urgency.
* Work closely with the Funding Front Office to ensure critical collateral movements and funding flows are successfully captured and settled.
* Work closely with the CIO Portfolio Managers to ensure accurate and timely capture of all executed activities.
* Build and maintain strong business, operations and technology relationships.
* Participate within a strong team of professionals who are fully trained, engaged and contributing to the health of the business.
Required qualifications, capabilities and skills:
* 0+ years of financial services background
* Strong analytical skills to understand a diverse set of sophisticated cross-asset products and complex end-to-end workflow
* Detail-oriented with a strong control mindset
* Keen attention to detail and a methodical approach to problem solving
* Effective organization and communication skills
* Ability to multi-task & prioritize in a fast-paced environment
* Strong interest in process improvement, automation, and system enhancement
* Ability to self-motivate, drive urgently and deliver with fine attention to detail
Preferred qualifications, capabilities and skills:
* Financial instrument product knowledge preferred
To be eligible for this role, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this role.
Likewise, JPMorgan Chase & Co.
will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
JPMorganC...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:26
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:25
-
J.P.
Morgan Chase & Co.
is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries.
It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.
The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.
JPMorgan Private Bank was recognized in 2015 by Euromoney as the world's best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.
Role Summary
As a Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Research for the CIO team.
The Portfolio Analytics group is responsible for developing proprietary models and analytical tools for asset allocation, portfolio construction, performance attribution and risk management.
In this role, you will be responsible for providing quantitative analysis and developing tools for portfolio tactical allocation decisions and multi-asset class portfolio construction and risk management.
Responsibilities
* Model Development: Build and maintain models using advanced coding skills (Python), leveraging large and complex datasets.
* Data Management: Help maintain and manage datasets used within the CIO team.
* Risk Modeling: Research, develop and run risk models for multi-asset portfolios.
* Performance Attribution: Research, develop and run performance attribution for multi-asset portfolios.
* Quantitative Research: Apply statistical and machine learning techniques to enhance investment research and portfolio management.
* Model Management: Work with Model Review and Governance teams to document, test and validate models used within the team.
* Collaboration and Communication: Collaborate with portfolio managers, product managers, and Technology on an on-going basis.
Clearly and effectively communicate complex quantitative concepts, findings, and actionable insights to portfolio managers and other investment professionals.
Required Qualifications, Skills and Capabilities:
* Bachelor's or Master's degree in a quantitative field (Mathematics, Engineering, Computer Science, etc.).
* Minimum 3 years' experience on an investment team in an asset management firm
* Advanced programming skills in Python, including experience with data analysis libraries (e.g., Pandas, NumPy).
* Proficiency in statistical analysis, econometrics, machine learning, and/or AI techniques.
* Understanding of performance attribution techniques
Preferred Qualifications, Skills, and Capabilities:
* Strong analytical mindset with intellec...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:23
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You are a strategic and analytical thinker, passionate about delivering innovative solutions to clients.
You thrive in dynamic environments, collaborating across teams to drive impactful results.
If you are ready to unlock your potential and shape the future of product solutions, you have found the right team.
As a Product Solutions Vice President in Merchant Services, you are an expert at the intersection of products and the sales cycle.
You leverage your deep understanding of customer needs to craft complex solutions, partner with Product and Sales to identify and capture market opportunities, and create new ways for teams to continuously deliver value to customers.
In this role, you will collaborate across product, technology, and architecture within the payments space, driving customer-centric strategies and business outcomes.
You will influence the product development cycle, develop comprehensive solution requirements, and utilize industry-leading tools to support go-to-market initiatives.
Your expertise will help shape the future of payments through value-added services and innovative product adoption
Job Responsibilities
* Own the end-to-end strategy and roadmap for a smart routing and multi-rail orchestration product in the Merchant Services business
* Design routing decision logic across PIN / PINless debit networks (e.g.,, PULSE, STAR), local methods of payment (e.g., Carte Bancaire, EFTPOS), Visa / Mastercard rails, and emerging alternative rails where applicable
* Build routing strategies that balance merchant preferences, issuer behavior, network rules, regulatory requirements, transaction economics (e.g., interchange, scheme / network fees) and fallback / resiliency needs
* Define product vision, market positioning, success metrics, and business cases tied to approval rate lift, cost savings, and performance
* Serve as a subject matter expert on debit routing, scheme connectivity, network economics, and routing mandates (e.g., Durbin-style requirements where applicable)
* Partner closely with engineering, compliance, risk, operations, and commercial teams to ensure successful execution and launch
* Engage customers and partners to collect feedback, drive adoption, and strengthen JPMorgan's position as a thought leader
* Contribute to broader payment optimization initiatives beyond routing, ensuring a connected solution across capabilities such as authentication, tokenization vault, and authorization optimization
Required Qualifications, Skills, and Capabilities
* 7+ years of experience in payments, with a background in product management, solutions engineering / consulting, payments implementations / integrations, or network / scheme enablement
* Strong understanding of debit payment economics, including interchange mechanics, scheme /network assessments, processing / acquirer cost structures, and how routing impacts merchant cost and provider margin
* Demonstr...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:21
-
J.P.
Morgan Asset Management is a leading global alternatives manager with a 40-year legacy of delivering innovative solutions across market cycles.
Our specialized teams manage alternative investment strategies, supported by the extensive resources and governance of J.P.
Morgan Asset Management.
We offer a diverse range of strategies, including real estate, private equity, credit, infrastructure, transportation, liquid alternatives, and hedge funds, all designed to achieve specific client outcomes and provide uncorrelated returns to traditional asset classes.
Our customized portfolios are tailored to meet individual client needs.
Job Summary:
Join our team as a Vice President in the Investment Accounting Controller Team, where you'll support the financial reporting of one of the largest Commercial Real Estate portfolios.
You'll collaborate with a team of seasoned professionals, overseeing various aspects of real estate financial analysis, accounting, structuring, and internal controls for properties within a designated geographic area.
Additionally, you'll work closely with investment professionals on acquisitions, dispositions, and capital restructures, focusing on accounting treatment and transaction execution for REA funds and investors.
Job Responsibilities:
* Cultivate and maintain strong relationships with REA investment team members, joint venture partners, and property managers.
* Conduct financial due diligence for acquisitions, collaborating with various REA departments, third parties, sellers, JV partners, and legal counsel.
* Reconcile and analyze differences between historical cost, tax and fair value accounting to provide insights into the financial performance and valuation of real estate assets.
* Provide oversight and guidance on accounting treatment, offering periodic feedback on the quality and thoroughness of work products.
* Review monthly operating results of investments for Fund consolidation and pricing, serving as an escalation point for reporting issues.
* Analyze financial statements and performance metrics (IRR, equity multiples, time-weighted returns, etc.) of real estate investments.
* Engage with independent external auditors and tax practitioners.
* Prepare and review materials valuable for business management, internal stakeholders, and investors.
* Manage outsourced staff, ensuring adherence to responsibilities and deadlines.
Required qualifications, capabilities, and skills:
* CPA certification
* 8+ years of real estate accounting experience, with a strong understanding of historical cost GAAP and FV (Fair Value) reporting standards.
* Bachelor's degree in Accounting
* Strong understanding of complex real estate investment structures, mortgage documents, development management agreements, partnership agreements, property management and leasing agreements, and purchase and sale agreements
* Experience managing consultants and meeting ti...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:19
-
If you are a collaborative team member, solutions orientated and delivers premier client service, J.P.
Morgan is the place for you!
As a Client Service Associate within the U.S.
Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships.
You will serve as the primary contact for all service-related needs of a Private Banking client.
Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.
Job responsibilities
* Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
* Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
* Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
* Review and identify potential business opportunities for clients to engage in additional products and services
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
Preferred qualifications, capabilities, and skills
* College degree or equivalent client service experience preferred
* Experience with a wide array of financial products preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimburse...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:17
-
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: Westfield, US-IN
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:15
-
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 70 - 90 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: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:14
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Drive impact in a dynamic role overseeing Real Estate and Oil & Gas insurance for Trust & Estate clients.
Join a team where your technical expertise and analytical skills will directly enhance operational efficiency and risk management.
Collaborate with diverse stakeholders and gain exposure to complex asset management.
Grow your career with opportunities for advancement and intelligent automation initiatives.
Be part of a company that values your independence and commitment to excellence.
As an experienced T&E Operations Real Estate/Oil and Gas Insurance Officer within our Asset Wealth Management Trust & Estate team, you will oversee and manage insurance operations for Real Estate and Oil & Gas assets in client accounts.
You will collaborate with us and a range of stakeholders to ensure policies, claims, and renewals are handled efficiently and accurately.
Your technical and analytical skills will help us optimize processes, mitigate risks, and deliver exceptional service to our clients.
Together, we foster a culture of independence, growth, and continuous improvement.
This is your opportunity to make a meaningful impact for our clients and the wider community.
Job responsibilities:
* Manage and oversee Real Estate and Oil & Gas insurance operations within Trust & Estate client accounts.
* Coordinate with internal and external stakeholders, including vendors, underwriters, and property managers, to ensure effective management of insurance policies, claims, and renewals.
* Leverage expertise in Real Estate, Oil & Gas, and insurance to enhance operational efficiency and mitigate risks.
* Handle documentation and renewal of external insurance policies for real estate properties, tenants, and Oil & Gas working interests.
* Conduct insurance assessments during triennial appraisals and annual reviews to ensure adequate coverage, including evaluating and determining appropriate insurance coverage such as flood insurance applications when necessary.
* Prepare and maintain monthly reports to monitor financial activities, new assets, and claim statuses.
* Support the annual renewal process of the Master Insurance Program (MIP), including inflation guard application and coordination with trust officers.
* Assist in evaluating existing policies, carrier quality, and coverage limits to ensure compliance and adequacy.
* Develop and maintain detailed procedures, workflows, and models to optimize operational efficiency.
* Collaborate with external vendors and internal business partners to resolve issues and implement process improvements.
* Partner with management to prioritize and implement improvement opportunities, including intelligent automation
Required qualifications, capabilities, and skills:
* Three or more years of experience managing and overseeing Real Estate and Oil & Gas insurance industry operations.
* Strong expertise in Real Estate, Oil & Gas, and insurance fields.
* Ex...
....Read more...
Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:13
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* 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.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:13
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J.P.
Morgan Private Client is a line of business within Consumer & Community Banking, dedicated to helping affluent clients achieve their banking, lending, and investment goals.
Operating in a highly dynamic environment shaped by evolving client behaviors, regulatory changes, and close partnerships with other Consumer & Community Banking businesses, our team is at the forefront of redefining service standards.
As a Business Analyst within the JPMorgan Private Client team, you'll step into a leadership role, leveraging your strong analytical and problem-solving skills, along with a keen intellectual curiosity and a hands-on approach to diverse tasks.
Successful candidates will embody our firm's leadership qualities, act as culture carriers, and aspire to lead a team that values collaboration and shared accountability.
In this role, you'll collaborate closely with JPMorgan Private Client and partners to organize, manage, and oversee activities that align with our Private Client business model.
Additionally, you'll work with peer groups across the Consumer and Community Bank, Asset & Wealth Management Lines of Business, and other cross-functional teams to plan, coordinate, and deliver key initiatives.
Job Responsibilities
* Own the creation of business processes and controls to maintain compliance by partnering with stakeholders within the Business, Legal, Risk, Controls and Compliance.
* Manage smaller projects supporting the JPMorgan Private Client agenda and the implementation of processes and controls.
* Establish strong working relationships with workstream leads, business stakeholders, peers, and subject matter experts.
* Operate as the voice of the project, producing or contributing to various reporting needs, and facilitating meetings at the business, operational, and project levels.
* Influence business leaders and stakeholders in a meaningful and actionable manner with excellent written and verbal communication skills
* Partner with stakeholders to identify gaps and determine root cause of control breaks
* Create and perform ongoing analysis of KRI/KPI and develop ad-hoc reports as requested to support business-related programs and strategies
Required qualifications, capabilities, and skills
* Education: BA/BS degree required
* Experience: 3 + years of project management and process design experience within the Consumer/Business Deposit, Home Lending, or Wealth businesses
* Organizational Skills: Highly organized and detail-oriented with a structured/analytical approach to problem-solving and the ability to help drive decisions.
* Communication Skills: Excellent written and verbal communication skills with the ability to work with senior management and create executive-level presentations; strong proficiency in MS Suite of products is a must.
* Teamwork: Team player with the ability to build strong cross-business relationships
* Adaptability: Ability to work autonomousl...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:12
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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: Waterford, US-MI
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:11
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
* Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
* Develop investment policy statements and advise on asset allocation
* Closes sales of complex investment products
* Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
* Build excellent working relationships with internal clients
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
* Provide guidance to junior staff
Required Qualifications, Capabilities, Skills
* Bachelor's degree required; MBA or CFA preferred
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Seven plus years' experience in Private Banking or Financial Services industry
* Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, Skills
* Ideal candidate has prior experience providing complex investment solutions to individuals
* In depth experience and/or knowledge of hedge funds, private equity and alternative investments
* Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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...
....Read more...
Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:11
-
J.P.
Morgan Asset Management is committed to providing exceptional service to our clients and business partners.
Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.
Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike.
Our clients face an infinite set of portfolio building challenges.
We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.
As a Client Advisor in the Institutional Advisor Channel, you will cover Northern Illinois, Northern Indiana, and Southern Wisconsin, serving Registered Investment Advisors, Private Banks, Trust Companies, and Multi-Family Offices.
You will lead an Integrated Client Team to deliver J.P.
Morgan's investment solutions-including ETFs, mutual funds, separately managed accounts, and alternatives-while communicating our market views and portfolio insights.
You will build lasting client relationships, act as a trusted solutions provider, and collaborate closely with internal partners to drive success.
Job Responsibilities:
* Lead and expand relationships with institutional clients, focusing on Registered Investment Advisors, Private Banks, Trust Companies, and Multi-Family Offices.
* Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management.
* Communicate J.P.
Morgan's perspectives on markets, retirement, and portfolio construction through established programs and thought leadership.
* Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
* Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
* Demonstrate a solutions-oriented, consultative approach to client engagement.
* Organize and lead client meetings, presentations, and events within the territory.
* Manage time and resources efficiently, ensuring effective coverage and support for all clients.
* Uphold J.P.
Morgan's values of integrity, excellence, and partnership in all interactions.
* Travel regularly within the assigned territory to meet with clients and prospects.
Required qualifications, capabilities and skills:
* Bachelor's degree required.
* Series 7 & 63 securities licenses.
* Proven experience in client relationship management, preferably in an institutional or advisory setting.
* Strong communication, presentation, and interpersonal skills.
* Demonstrated ability to work collaboratively within a team structure.
* High level of professionalism, organization, and discipline.
* Willingness to travel weekly within the assigned territory.
* ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:10
-
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 70 - 90 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: Harrisburg, US-PA
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:09
-
J.P.
Morgan Asset Management is committed to providing exceptional service to our clients and business partners.
Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.
Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike.
Our clients face an infinite set of portfolio building challenges.
We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.
As a Client Advisor in the Institutional Advisor Channel, you cover Northern California and the San Francisco Bay Area, serving Registered Investment Advisors, Bank & Trusts, and Family Offices.
You lead an Integrated Client Team to deliver J.P.
Morgan's investment solutions-including mutual funds, ETFs, separately managed accounts, and alternatives-while communicating our market views and portfolio insights.
You build lasting client relationships, act as a trusted solutions provider, and collaborate closely with internal partners to drive success.
Job Responsibilities:
* Establish and grow relationships with RIAs, Bank & Trusts, and Family Offices in Northern California/San Francisco Bay Area.
* Lead the Integrated Client Team to deliver consultative investment solutions and increase assets under management.
* Position mutual funds, ETFs, separately managed accounts, and alternative investments to clients.
* Communicate J.P.
Morgan's perspectives on markets, retirement, and portfolio construction through Guide to the Markets, Guide to Alternatives, and Portfolio Insights programs.
* Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
* Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
* Demonstrate a solutions-oriented, consultative approach to client engagement.
* Organize and lead client meetings, presentations, and events within the territory.
* Manage time and resources efficiently, ensuring effective coverage and support for all clients.
* Uphold J.P.
Morgan's values of integrity, excellence, and partnership in all interactions.
* Travel regularly within the assigned territory to meet with clients and prospects.
Required qualifications, capabilities and skills:
* Bachelor's degree.
* Series 7 & 63 securities licenses.
* 3 years of experience in client relationship management, preferably in an institutional or advisory setting.
* Strong communication, presentation, and interpersonal skills.
* Demonstrated ability to work collaboratively within a team structure.
* High level of professionalism, organization, and discipline.
* Willingness to travel weekly within the assigned territory.
* Con...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:09
-
Become an integral part of our Global Banking Mergers & Acquisitions team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Mergers & Acquisitions, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Manage the coordination and logistics of both internal and external meetings
* Organize all aspects of internal and external events, including catering and transportation
* Arrange and coordinate complicated domestic and international travel
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Process T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:07
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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 continued employm...
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Type: Permanent Location: Pembroke Pines, US-FL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:05
-
The Treasury and the Chief Investment Office (TCIO) within JPMorgan is responsible for firm wide asset and liability management for one of the world's largest global financial institutions.
Because it sits at the very center of the firm, TCIO directly influences the composition of the firm's balance sheet as well the activities of the firm's four main lines of business (LOBs): Asset & Wealth Management, Commercial Banking, Corporate & Investment Bank, and Consumer & Community Banking.
Working as a key member of the Middle Office Trade Support team supporting TCIO's North America activity, you will be responsible to ensure the business is well supported and properly controlled.
Due to the constant evolution of business and regulatory initiatives, your role will necessitate your involvement in daily processes as well as special projects.
You will work closely with Portfolio Managers to fully understand business drivers and support requirements, as well as colleagues within settlement, financial control, market risk, interest rate risk, liquidity risk, and technology.
A qualified candidate will possess a financial mindset, an appreciation for complex system flows and the controls necessary to ensure their accuracy, an aptitude for root/cause analysis, demonstrated people management skills, and an overriding eagerness to exhibit leadership and drive.
Job responsibilities:
* Understand all transaction flows and controls pertinent to the various set of products in the TCIO portfolio.
Whether directly responsible, or managing via service level, ensure control processes operate effectively to quickly highlight potential issues in the lifecycle management of positions.
* Address and escalate issues as they arise as a matter of urgency.
* Work closely with the Funding Front Office to ensure critical collateral movements and funding flows are successfully captured and settled.
* Work closely with the CIO Portfolio Managers to ensure accurate and timely capture of all executed activities.
* Identify opportunities and drive the development of technology to support business flows.
* Generate test cases and execute user acceptance testing to ensure new technology delivers and functions as expected.
* Participate in support of business initiatives, participate in global working groups with colleagues from other disciples or other regions.
* Build and maintain strong business, operations and technology relationships.
* Participate within a strong team of professionals who are fully trained, engaged and contributing to the health of the business.
Required qualifications, capabilities and skills:
* A minimum of 3 years of Trade Support or relevant Finance Operations experience
* Strong analytical skills to understand a diverse set of sophisticated cross-asset products and complex end-to-end workflow
* Detail-oriented with a strong control mindset and experience in reconciliation across multiple syst...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:04
