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Job Summary
As a Ratings Advisory Analyst in the Investment Banking Division, you will be a key player in the origination and execution of the firm's business.
You'll have experience developing strong relationships with corporates and financial institution clients as well as key decision makers at the rating agencies.
You'll work as advisor to clients and on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, leveraged buy-outs, restructurings, debt/loan and equity capital raises.
You will develop strong functional skills in the major areas of investment banking and become a senior banker who is capable of generating and executing transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Supporting senior bankers on deals with ability to drive forward work relating to client interactions and deal executions
* Drafting and refining marketing/execution materials for maximum client impact
* Creating and reviewing financial projection models and rating agency models
* Conducting, reviewing and coordinating analytic work to move marketing/execution processes forward
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (e.g.
lawyers, accountants, counterparties)
* Keeping abreast of key market and rating agency specific developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* Bachelor's degree in Accounting, Economics, Finance and/or related major
* Minimum 1 year of work experience in a credit rating agency, ratings advisory, investment banking front office, credit risk or related role
* Experience with credit rating agency methodologies
* Past experience with financial institution credit analysis preferred but not required
* Strong accounting, finance, quantitative and business writing skills
* Understanding of the transaction cycle and is execution oriented
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
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 bankin...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:38
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorganChase within the Consumer and Community Banking - Card Conversions Product, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Leading modernization / transformation activities for legacy components of your products.
* Working with Product Owners, Application Product Owners within and outside your Product.
* Managing Change Management - Making decisions and approval of all changes, assess risk/benefit, and coordinate with Chase business teams.
* Participate in all aspects of the software development process including, requirements, designing, coding, unit testing, quality assurance, and deployment
* Use the agile software development methodologies such as SCRUM, for quick turnaround time
* Perform code commits, hands on triage and break fix (level 3 support), adhoc reporting, code walk-thrus, and core processing internal wellness checks.
Required qualifications, capabilities, and skills
* Formal training or certification in software engineering concepts with 5+ years of hands-on experience.
* At least 15+ years of hands on software development experience
* Proficiency in one or more general purpose programming languages Core Java, Spring frameworks, REST API, Cloud, Micro services.
* Extensive experience in a senior leadership role.
* Ability to manage multiple priorities in a fast-paced environment.
* Understanding of software skills such as business analysis, development, maintenance and software improvement
* Experience with the following development and build tools (or similar): IntelliJ/Eclipse, Maven, BitBucket/Git/Gitflow, JMeter/Pasta/Blazemeter, Spring Framework, Hibernate, Spring Batch, Spring Boot, MVC and Spring Cloud
* Good analytical and technical problem-solving skills
* Good written and oral communication capabilities
* Ability to quickly learn new product or skill, enthusiastic about emerging technologies
* Should possess skills such as strategic thinking, effective leadership, financial expertise, strong relationship management, and adaptability to change.
Preferred qualifications, capabilities, and skills
* Experience with AngularJS, Bootstrap, React and other web technologies etc.
* Experience in Unix Shell Scripts, API Gateways, Apache Kafka, Cassandra, NoSQL
* Relevant industry experience preferred.
Chase is a leading financial services firm, helping nearly half of Ame...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:36
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Join J.P.
Morgan's Corporate & Investment Bank (CIB) as a Vice President in the Cross Asset Latam Structuring team.
You'll be part of a dynamic group specialized in bespoke derivatives and financing solutions for corporate, institutional, and sovereign clients across Latin America.
J.P.
Morgan's CIB is a global leader in banking, markets, and investor services, trusted by corporations, governments, and institutions in over 100 countries.
We provide strategic advice, raise capital, manage risk, and extend liquidity worldwide.
The Cross Asset Latam Structuring team collaborates closely with Latin America Sales, Trading, and Banking teams to originate, structure, and execute tailored solutions in derivatives and financing.
You'll also interact frequently with internal partners in Credit, Legal, Tax, Finance, and Operations.
Key responsibilities
* Originate, structure, and execute structured derivatives and financing transactions in partnership with internal teams
* Manage the deal execution process, including pricing, documentation, booking, and accounting
* Travel to Latin America to meet clients and support origination efforts
* Develop innovative solutions aligned with client needs and compliant with local legal, accounting, and tax regulations
Required skills
* Minimum 4+ years of experience in structured derivatives and/or financing solutions
* Strong analytical skills to identify and assess derivatives opportunities, considering the legal and tax restrictions
* Solid understanding of derivatives pricing, risk management, and balance sheet/capital implications
* Ability to prepare term sheets, client presentations, and negotiate legal documentation
* Experience in obtaining internal approvals from credit and market risk committees as part of deal due diligence
* Knowledge of legal and tax restrictions related to derivatives transactions in Latin America
* Strong communication skill / Spanish speaking is a plus
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 well...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:34
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The ConnectWealth Program and Advisor Experience lead will play a pivotal role driving the execution of our flagship ConnectWealth program-a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions.
In this high-impact role, you will lead both advisor engagement and platform deliverables for a specific line of business, combining strategic advisory leadership with program management excellence.
You will be instrumental in fostering advisor engagement and accelerating adoption of the ConnectWealth platform, ensuring our technology transformation delivers tangible value and is embraced throughout the organization.
This is a unique opportunity to drive meaningful change for thousands of advisors and their clients while orchestrating one of the industry's most significant technology advancements, championing engagement and adoption at every stage.
Key Responsibilities
Strategic Leadership & Advisor Engagement
* Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.
* Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.
* Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.
Program Management & Delivery
* Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.
* Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.
* Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.
Stakeholder Communication & Alignment
* Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.
* Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.
* Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.
Data-Driven Insights & Continuous Improvement
* Drive data-driven decision making through robust metrics, KPIs, and program analytics.
* Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.
* Partner with business and technology leaders to align transformation initiatives with strategic business objectives.
Required Qualifications
* Bachelor's degree required
* Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management
* Demonstrated success driving advisor engagement and adoption initi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:34
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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: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:32
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We are looking for a talented Senior Associate to join The Chief Data and Analytics Office (CDAO) team at JPMorgan Chase.
This team is dedicated to positioning the firm as the leading data and AI-enabled financial services firm globally.
Its mission is to set the firm's data and AI strategic direction, deliver firmwide data and AI solutions and expertise, and establish standards for responsible and controlled adoption.
The CDAO strategy team supports that mission by driving strategy development (e.g., on topics like AI-enabled value creation and AI agents), monitoring industry trends (e.g., through engagement with AI transformation leaders, academic institutions and tech innovators), and increasing internal awareness (e.g., best practice sharing on AI transformation).
As a Senior Associate in the CDAO Strategy team, you will support strategy initiatives to address complex problems at the forefront of the industry.
Strategy initiatives are typically team-based and include close collaboration with senior leaders and stakeholders across different functions.
Job Responsibilities
* Manage high-priority strategy projects to address complex problems at the forefront of data and AI in financial services, with a focus on enabling business outcomes.
* Develop and deliver executive-level strategy documents and analyses that articulate the value, impact, and direction of AI and data priorities.
* Monitor and analyze industry trends, applying leading practices to evaluate and refine the firmwide AI and data strategy, ensuring alignment with firmwide goals.
* Lead strategy project teams and collaborate with stakeholders across different functions to gather insights, conduct analyses and drive alignment.
* Provide coaching to strategy team members, and emulate a culture of excellence and innovation.
Required Qualifications, Capabilities, and Skills
* 4+ years of strategy experience from a premier management consulting firms and/or another internal strategy group.
* Outstanding ability to analyze problems and apply quantitative, analytical and conceptual problem solving approaches.
* Excellent communication (oral and written) and ability to develop high quality strategy end-products.
* Strong relationship-building and interpersonal skills, with the ability to collaborate with stakeholders across functions.
* Proven ability in leading strategy engagements, as well as coaching and developing strategy team members
* Familiarity with AI and data, ability to engage stakeholders on complex technical concepts and generate insights for executive audiences.
Preferred Qualifications, Capabilities, and Skills:
* Undergraduate or graduate degree in economics, finance, math, engineering, computing, or a related field, with a strong analytical background.
* Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking
JPMorganC...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:30
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Join our Payment Experiences & Services team to help shape the future of payments at Chase.
As a VP Product Manager, you will play a pivotal role in building and scaling new platform services that power customer-facing experiences and support strategic initiatives across the firm.
About the Team
The Payment Experiences and Services team manages multiple products and services that enable seamless payment experiences for Chase customers.
We are at the forefront of the payments modernization journey, building scalable, resilient, and innovative solutions that power the future of banking.
Job Summary
As a Vice President Product Manager within the Payment Experiences & Services team, you will lead the development and delivery of key platform services which are the central components of Chase's payments modernization journey.
You will navigate complex data environments, partner with cross-functional teams, and drive the integration of PIM capabilities into strategic initiatives across the bank.
This role requires strong technical acumen, stakeholder management, and the ability to lead multiple development teams in a fast-paced, matrixed environment.
Job Responsibilities
* Lead the development and delivery of platform services within the Payment Experiences & Services team, enabling customer and servicing-facing experiences for payment management across Chase
* Navigate Chase's complex data environment to replicate and synchronize data across legacy and target state systems, ensuring data integrity and availability for customer experiences
* Partner closely with Banking Payment APGs to align platform development with APG modernization timelines and strategic priorities
* Advocate for new data replication solutions with Technology, championing innovative approaches to support evolving Banking Payment customer needs
* Manage multiple development teams responsible for building and maintaining databases and services that power customer-facing payment experiences
* Drive integration of the platform capabilities into strategic initiatives across the bank, collaborating with product, technology, and business partners to deliver seamless solutions
* Oversee product backlog and roadmap, ensuring alignment with business objectives, stakeholder priorities, and modernization goals
* Facilitate effective sprint planning and resource utilization, partnering with engineering leads to ensure timely delivery of high-value features
* Build and manage key relationships with stakeholders across Product, Technology, Operations, Servicing, Legal, and Compliance
* Support production issue resolution and feedback loops, ensuring continuous improvement and client satisfaction
Required Qualifications, Capabilities, and Skills
* 10+ years of experience in digital product management, financial services, technology, or project management
* Bachelor's degree required
* Subject matter expertise in pa...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:29
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Portfolio Banker is for you.
As a Portfolio Banker within the Commercial Banking team, your role is to be the focal point of maintaining existing client relationships.
Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Commercial Bank.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and J.P.
Morgan Merchant Services.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million (Emerging Middle Market)
* Champion a culture of innovation and a customer centric mindset
* Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Stay up to date with industry trends to identify opportunities forinnovationor strategic partnerships
* Find ways tofurtherefficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required Qualifications, Capabilities and Skills
* Minimum of Seven years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training
* Sales management,business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution,problem solving abilities, flexible to changing business priorities and ability to multitask
* E...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:27
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Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories.
As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase.
With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.
As a Client Service Senior Associate within JPMorganChase, you will play a key role in managing and enhancing client relationships by resolving requests and providing support for complex treasury and cash management products.
Leveraging your broad knowledge, you will ensure compliance with technical standards and organizational policy, impacting other departments and shaping short-term outcomes.
You will identify information gaps, conduct analyses to solve problems, and recommend solutions for complex situations.
Establishing productive relationships with internal stakeholders and developing skills in continuous improvement, project management, and change management will be crucial for driving beneficial outcomes.
Additionally, you will plan and organize your work, and potentially that of a team, while enhancing client experience through developing proficiency in data and tech literacy.
Job responsibilities
* Manage and resolve client requests related to our complex treasury and cash management products and services, ensuring client satisfaction and retention.
* Analyze and identify gaps in client service processes, applying continuous improvement techniques to enhance efficiency and resilience of our operating platform.
* Collaborate with internal stakeholders to drive mutually beneficial outcomes, adjusting approach based on needs and circumstances.
* Utilize data and tech literacy skills to understand and implement new technologies that enhance business operations and client service.
* Participate in project management activities, leading aspects of the project lifecycle and providing updates to sponsors and impacted parties.
Required qualifications, capabilities, and skills
* Skilled in managing client relationships within a financial services environment, with specialized expertise in treasury and cash management products and services, demonstrated through over three years of practical experience.
* Demonstrated ability to analyze and improve processes, with a track record of implementing continuous improvement techniques to enhance operational efficiency.
* Proven experience in managing projects, including leading aspects of the project lifecycle and effectively communicating with sponsors and impacted parties.
* Experience in leveraging data and tech literacy skills to understand and implement new technologies that enhance business operations and client service...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:25
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Join a dynamic team shaping the future of Fund Services.
As an Executive Director in Traditional Fund Services Product Management, you will drive product strategy, support business development, and deliver best-in-class solutions for our clients.
The Product Management team is responsible for defining the client product offering and future product roadmap, the profitability of the Fund Services business, maintaining oversight of key vendor relationships, and serving as an escalation point for issues.
This role provides an opportunity to work across business stakeholders, including Operations, Technology, Sales, Service, Legal, Compliance, and Regulatory teams.
As an Executive Director in the Traditional Fund Services Product Management team, you will be responsible for supporting Fund Accounting clients and business development opportunities.
You will execute product strategy and roadmap, maintain an active presence within the industry, liaise with key clients and internal stakeholders, and support new business opportunities.
Job responsibilities
* Have 15+ years' experience supporting Fund Accounting product offering.
* Execute product strategy and roadmap, including support of new product offerings and technology development.
* Maintain active presence and participation within the industry by attending conferences, panels, etc.
* Directly liaise with key clients and internal stakeholders to ensure best-in-class service delivery.
* Work across business stakeholders, including Operations, Technology, Sales, and Service to design and implement accounting roadmap.
* Support new business opportunities by partnering with Sales on marketing material and presenting Fund Accounting capabilities to existing clients and prospects.
Extensive work required on RFP submissions and fee proposals.
* Support the Sales and Legal teams with subject matter expertise on contract terms and negotiations.
* Review regulatory changes and assess the impact to the business and clients, incorporating into product offering and solutions.
* Review client change requests and align to strategic priorities.
* Develop/oversee reporting to assess profitability of the Fund Services business, including oversight of operational and expenses.
* Maintain oversight of key vendor relationships and engage to support new developments.
* Serve as escalation point for issues and the conduit for Product Management related requests.
* Ensure that activities are appropriately reflected in the risk and controls self-assessment and business control forums.
Required qualifications, capabilities, and skills
* Minimum of 15 years of investment services or relevant experience.
* Bachelor's degree required; CPA, CFA preferred.
* Knowledge of the securities industry and applicable regulatory and operational requirements on both custodial and fund accounting, including U.S.
GAAP and IFRS reporting.
* Comprehensiv...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:23
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At J.P.
Morgan Asset Management, we empower leading endowments, foundations, and healthcare institutions to achieve their missions through innovative investment solutions.
Our dynamic team is dedicated to understanding the unique needs of institutional investors and developing forward-thinking marketing strategies that drive engagement and business growth.
As the Vice President of Endowments, Foundations, and Healthcare Marketing Strategy Lead, you will design and execute cutting-edge marketing initiatives tailored to institutional investors at premier endowments, foundations, and healthcare organizations.
You will champion the adoption of next-generation marketing tools and strategies, including the use of generative AI, to elevate our client engagement and position J.P.
Morgan as a leader in institutional marketing innovation.
Job Responsibilities:
* Develop and execute marketing strategies specifically for endowment, foundation, and healthcare institutional investors, aligning closely with sales and product partners.
* Lead the integration of generative AI and advanced marketing technologies to enhance campaign effectiveness, personalization, and operational efficiency.
* Drive innovative, data-driven marketing programs across digital, event, and content channels, with a focus on measurable outcomes and ROI.
* Oversee the creation and optimization of digital client journeys, ensuring a seamless and differentiated experience for institutional audiences.
* Collaborate with cross-functional teams to deliver high-impact marketing initiatives, including thought leadership, events, and strategic partnerships.
* Foster a culture of experimentation, intellectual curiosity, and continuous improvement, encouraging the adoption of new technologies and approaches.
* Build and manage robust data reporting frameworks to inform strategy and demonstrate marketing value.
* Serve as a thought leader and advocate for marketing innovation within the endowments, foundations, and healthcare segment.
Required Qualifications, Capabilities, and Skills:
* 10+ years of marketing experience, with a focus on institutional asset management, endowments, foundations, or healthcare clients.
* Experimental mindset with a willingness to test, learn, and scale new marketing approaches, especially applications of generative AI.
* Strong intellectual curiosity and passion for leveraging technology to transform marketing.
* Proven ability to lead cross-functional initiatives and influence stakeholders at all levels.
* Exceptional project management skills and attention to detail.
* Excellent written and verbal communication skills.
* Proficiency in Microsoft Word, PowerPoint, and Excel.
Preferred Qualifications, Capabilities, and Skills:
* Experience working directly with endowment, foundation, or healthcare institutional investors.
* Track record of driving marketing innovation and measurab...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:22
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Valuation Control is organized along business lines including Commercial & Investment Banking (Macro Products, Credit, Equities, Securitized Products, IB Risk), CIO, Treasury & Corporate (CTC), Asset Management, Consumer & Community Banking (CCB) and Commercial Banking (CB).
Clients of the group include senior management, business heads, regulators, and both internal and external audit.
As a Valuation Controller in the VCG Rates team based in NY, you will work with a wide array of Rates products.
This role performs critical independent price verification and fair value adjustment processes for our Global Rates portfolio while partnering with cross-functional teams to enhance valuation control frameworks and ensure regulatory compliance.
The position involves implementing innovative control tools, reviewing independent pricing processes, and supporting strategic Business, Risk, and Finance initiatives that drive operational efficiency and maintain accurate fair value determination across our Rates operations.
Job Responsibilities:
* Execute price verification/benchmark process, including the calculation of fair value adjustments
* Assist with various Valuation Control Group (VCG) established practices and control initiatives as well as perform necessary work relating to management reporting, regulatory mandates and consistency within the broader VCG framework
* Partner with various functional groups on valuation related issues and develop/implement appropriate measures with the goal of ensuring fair value
* Enhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments and implementing new tools to enhance control efficiency
* Participate in other value-added projects related to Business, Risk, and Finance initiatives
Required Qualifications, Capabilities, and Skills:
* Minimum 5+ years of related experience
* Ability to understand complex products, and analyze transaction and process flows
* Understanding of valuation concepts as they pertain to financial products and derivatives, basic accounting knowledge
* Strong verbal and written communications skills
* Ability to prioritize multiple tasks efficiently
Preferred Qualifications, Capabilities, and Skills:
* Undergraduate degree with finance and economics major preferred
* Graduate degree with finance, economics, mathematics, engineering a plus
* Work experience in financial industry a plus
* Analytical and quantitative aptitude.
Candidates with quantitative backgrounds preferred
* Experience with Advanced Excel, PowerPoint, Visual Basic, automation and database skills a plus
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 sp...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:21
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The J.P.
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform.
The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
We are seeking a Vice President to join our Capital Markets / Solutions team, focused on driving adoption and thoughtful use of OTC derivatives and option overlay strategies across our platforms.
This role sits at the intersection of technical structuring expertise, advisor engagement, and commercial strategy, with a mandate to translate sophisticated derivatives capabilities into scalable, compliant, and repeatable solutions.
You will bring strong derivatives fluency, commercial intuition, and the ability to partner closely with advisors, portfolio teams, and internal stakeholders to expand the use of options and OTC vehicles in a client-centric way.
Job Responsibilities
* Serve as a subject matter expert across listed and OTC derivatives, with particular depth in OTC options, structured derivatives, and option overlays
* Act as a trusted partner to financial advisors, translating complex derivatives concepts into clear, actionable guidance.
* Provide education, thought leadership, and consultative support to increase advisor confidence and adoption.
* Help develop and execute a commercial strategy to drive scalable adoption of OTC derivatives and options solutions.
* Partner with platform, product, and investment teams to embed derivatives expertise into existing and new managed solutions.
* Work closely with risk, legal, compliance, trading, and operations to ensure strategies are executed within firm and regulatory frameworks.
* Provide feedback into product development, platform enhancements, and governance related to derivatives usage.
* Support senior leadership with insights on trends, usage metrics, and growth opportunities.
Required qualifications, capabilities and skills
* 7+ years of experience in derivatives, options, structured products, or capital markets-related roles.
* Strong technical background in options pricing, payoff analysis, risk management, and portfolio construction.
* Experience working directly with advisors, portfolio managers, or client-facing teams in a consultative capacity.
* Demonstrated ability to bridge technical expertise with commercial outcomes.
* Bachelor's degree required
Preferred qualifications, capabilities, and skills
* SIE, Series 7, and Series 66 licenses (mandatory to obtain within 120 days)
* Familiarity with managed accounts, model portfolios, or overlay strategies strongly preferred.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial g...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:20
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Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration.
Join us and be part of a company that supports your professional journey and offers exciting challenges.
As a Trading Services Associate ll within JPMorganChase, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement.
While still developing, your expertise in market products and understanding of automation technologies will be instrumental in optimizing our trading services.
You will be expected to leverage your proficiency in change management and continuous improvement to enhance the efficiency and resilience of our operating platform.
Your role will also allow you to keep developing your relationships with internal stakeholders, presenting insights to senior management, and driving process improvements.
Your decisions will contribute and impact on short-term team and department goals, and you will often guide others in their work activities, contributing to the overall success of our trading services.
Job responsibilities
* Execute daily trading operations efficiently, ensuring timely and accurate trade execution while collaborating with traders and team members to resolve discrepancies.
* Monitor and reconcile trading accounts to maintain accuracy, driving the development and implementation of process improvements for enhanced operational efficiency.
* Deliver exceptional service to internal and external clients, maintaining up-to-date knowledge of market trends, trading regulations, and ensuring compliance with company policies and industry standards.
* Prepare and analyze trading reports for management review, actively participating in team meetings and contributing to strategic discussions.
* Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment.
* Manage ad-hoc projects and tasks as assigned, demonstrating adaptability and a proactive approach to addressing emerging needs.
* Participate and contribute to the various strategic initiatives; keep improving and evolving processes and business architecture
* Build an in-depth understanding of all trading structures from both a financial and operational perspective
Required qualifications, capabilities, and skills
* Extensive experience in trading or financial services, showcasing a deep understanding of industry practices and operations.
* Strong analytical and problem-solving skills, enabling effective decision-making and innovative solutions.
* Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders.
* Proficiency in Microsoft Office Suite, particularly Excel, along with advanced digital literacy for integrating innovative tech...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:18
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Lead the forefront of innovative solutions analysis in a dynamic tech environment, driving success through expertise in data analytics and technical program delivery.
As a Lead Solutions Analyst in Corporate Investment Bank Payment Technology, you will play a central role in driving the success of our technical program delivery.
Your deep understanding of applications, platforms, and products will position you as a key bridge between product owners, business, operations, and software developers.
Utilizing advanced analytical reasoning and technical fluency, you will translate complex business requirements into well-structured and technically feasible solutions.
You will make data-informed decisions and provide strategic insights to support key business initiatives.
As a technical subject matter expert, you'll navigate ambiguity, manage change effectively, and communicate compellingly with diverse stakeholder audiences to ensure the highest quality and professionalism in service delivery.
This role is for a Business Analyst responsible for requirement analysis, testing and providing solutions for Global Liquidity platform.
The candidate will be expected to perform data analysis, create and maintain requirement documentation, help with testing (exploratory manual testing and automated acceptance testing), work closely with product owners and application developers to develop end user applications and data feeds within the Global Liquidity Technology Services Architecture.
Development will take place in a continuous integration environment leveraging tools and processes to ultimately increase the control, quality and business value of the development team products, adhering to Lean & Agile delivery methodologies.
Job responsibilities
* Lead the elicitation, documentation, and validation of business and data flow requirements, ensuring alignment with stakeholder expectations and technical feasibility
* Develop and maintain comprehensive knowledge of industry trends, emerging technologies, and best practices to provide strategic guidance and innovative solutions for complex projects
* Model the design and implementation of technical solutions, ensuring seamless integration with existing systems and infrastructure
* Utilize advanced data analytics techniques to extract insights from large, diverse datasets, driving data-informed decision-making and supporting key business initiatives
* Mentor and guide team members in the application of technical writing and analytical reasoning skills, fostering a culture of continuous learning and improvement
* Communicate technical concepts and API functionality clearly to both business and technical stakeholders
* Write low-level Jira stories and detailed acceptance criteria to clearly define requirements and tasks for the scrum team
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in solutions analysis, technical progr...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:16
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Investment Specialists play a lead role in client service, business retention, product strategy, and portfolio oversight across our Multi-Asset Solutions platform.
We are seeking a senior Investment Specialist for our U.S.
Institutional business to support a number of strategies, service a book of existing clients, and ensure the highest standards of client satisfaction across client segments including public and corporate defined benefit plans, health care networks, Taft-Hartley plans, insurance companies, endowments, and foundations.
Reporting to the Head of U.S.
Institutional Investment Specialists, this role will be responsible for client and consultant management through day-to-day client support and leadership and will be involved in the development of initiatives to enhance the client experience for institutional clients.
A key aspect of this position is the development of close collaborative relationships with Client Advisor teams, portfolio managers, and investment teams.
Job summary:
As an Investment Specialist - Executive Director on the Multi-Asset Investment Specialist team, you will serve as a trusted advisor to clients, guiding their investment strategy design and representing portfolio results, positioning, and our macro-outlook.
You will be part of a dynamic team, working closely with colleagues across J.P.
Morgan Asset Management's investment and client teams to deliver integrated solutions.
Job responsibilities:
* Manage and deepen existing client relationships, acting as the lead investment specialist to service the relationship and conduct investment review meetings.
* Lead client interactions by representing the multi-asset investment process and house views in meetings, seminars, and conferences.
* Engage with clients to understand objectives, address needs, and deliver tailored investment solutions.
* Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development, and other key stakeholders across the firm.
* Represent the MAS team and collaborate with other teams on various ad-hoc projects.
Ensure consistent delivery of accurate and detailed information to clients and internal teams.
* Create high-quality written content on products and markets for client communications.
Analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis.
Required qualifications, skills and capabilities:
* 7+ years of experience successfully serving institutional clients in the North America Institutional market
* Expertise in asset allocation, multi-asset portfolio construction and experience with an array of investment strategies in public equity, public fixed income, real asset, private credit and private equity strongly preferred
* Highly entrepr...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:15
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J.P.
Morgan Advisors, the ultra-high net worth division of J.P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Associate in J.P.
Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients.
You will establish, maintain, and build relationships while delivering exceptional client service.
In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
* Proactively identify and deliver appropriate solutions that address the needs of our clients
* Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
* Able to adapt and stay abreast of changing technology and regulatory policies
* Highly proficient user of Word, PowerPoint, and Excel
JPMorganChase, one of the oldest financial instit...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:13
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
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Type: Permanent Location: Gardena, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:12
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Manhattan Beach, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:12
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If you are looking for a game-changing career, working for one of the world's leading financial institutions, you've come to the right place.
As a Principal Software Engineer at JPMorgan Chase within the Finance Technology team in Corporate Technology, you will lead the creation and implementation of a strategic roadmap for Finance transformation, ensuring alignment with the firm's long-term goals and objectives.
You will have the opportunity to collaborate with data engineering and analytics teams to build scalable and robust data solutions that support business needs, while influencing stakeholders and promoting strategic initiatives.
We are seeking a highly skilled and motivated Technology Strategy Lead with a strong background in finance, planning & analysis (P&A), and allocations.
The ideal candidate will possess solid domain knowledge in these areas and have a deep understanding of data and data engineering principles.
This role requires the ability to influence stakeholders and drive the strategy for Finance transformation within the firm.
Job Responsibilities
* Lead Data Product Development.
Creation and implementation of a strategic roadmap for Finance transformation, ensuring alignment with the firm's long-term goals and objectives.
* Conduct thorough analysis of current allocation processes and identify areas for improvement and innovation.
* Develop metrics and KPIs to measure the success of transformation initiatives and report progress to senior leadership.
* Drive the design and development of data products that enhance allocation processes and provide actionable insights to stakeholders.
* Collaborate with data engineering and analytics teams to build scalable and robust data solutions that support business needs.
* Define data product requirements, including data sources, integration points, and user interfaces, ensuring they align with strategic objectives.
Apply deep knowledge of finance, P&A, and allocations to guide strategic decisions and ensure alignment with industry best practices.
* Provide expert advice on financial modeling, budgeting, and forecasting to support allocation strategy.
* Lead pilot projects to test new technologies and methodologies, evaluating their potential impact on the firm.
* Build strong relationships with key stakeholders across the organization to gain support and buy-in for strategic initiatives.
* Present complex ideas and strategies in a clear and compelling manner to influence decision-makers and drive change.
Address concerns and challenges raised by stakeholders, providing solutions and maintaining open lines of communication.
Required qualifications, capabilities, and skills
* 7+ years of experience or equivalent expertise in Software Engineering, with a focus on leading complex technology projects and programs in large organizations.
* Proven experience in finance and P&A within a technology-driven environment.
* Stro...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:10
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Join us to shape the future of our rewards program and deliver exceptional value to our customers.
Make a meaningful impact by driving innovation and collaboration across teams.
Job Summary:
As a Vice President Ultimate Rewards Program Management in the Ultimate Rewards team, you will play an integral role in the strategic direction, development, and execution of the Ultimate Rewards program.
Your work will drive customer engagement, loyalty, and satisfaction through innovative rewards offerings, seamless program operations, and cross-functional leadership.
You will also collaborate with teams across the business to deliver program initiatives and ensure the program remains competitive and valuable.
This is an opportunity to lead, innovate, and make a lasting impact on the Ultimate Rewards program engagement.
Job responsibilities:
* Develop and execute the long-term strategy for the Ultimate Rewards program, aligning value proposition with business goals
* Identify and implement new features, customer experiences, and partnerships to enhance program value
* Lead cross-functional teams (finance, product, marketing, analytics) to deliver program initiatives
* Manage day-to-day operations of the Ultimate Rewards program for a seamless customer experience
* Collaborate on program budgets, financial performance, and KPIs in partnership with finance and Card teams
* Monitor and manage program expenses, identifying opportunities for cost optimization
* Analyze customer data and market trends to inform program enhancements and personalization strategies
* Drive member acquisition, engagement, and retention through targeted campaigns and communications
* Ensure program compliance with regulatory requirements and internal policies
* Identify and mitigate program risks
* Foster a collaborative, growth-oriented team culture
Required qualifications, capabilities, and skills:
* Bachelor's degree in Business, Marketing, Finance, or related field; MBA preferred
* 5-7+ years of experience in loyalty/rewards program management, preferably in financial services or consumer products
* Proven track record of developing and/or managing loyalty programs
* Strong analytical skills and attention to detail
* Ability to own ambiguous projects and operate in a complex, highly matrixed environment
* Experience translating detailed insights into actionable, data-driven strategies
* Ability to identify opportunities, develop recommendations, gain buy-in, and drive outcomes
* Excellent leadership, communication, and stakeholder management skills
* Experience managing multiple, large-scale projects and cross-functional teams
* Growth mindset and collaborative approach
Preferred qualifications, capabilities, and skills:
* Knowledge of regulatory and compliance requirements related to loyalty programs
* Experience in loyalty/rewards program management, strategy...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:08
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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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:08
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Experience with and in-depth knowledge of the equ...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:05
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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: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:04
-
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: Staten Island, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-13 07:45:02
