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Wholesale Lending Services (WLS) is seeking a dynamic and strategic Executive Director to lead our Commercial Real Estate Servicing team.
This team is responsible for servicing a commercial real estate portfolio of ~$110 billion, spanning from loan booking through payoff, ensuring seamless operations and exceptional client service throughout the loan lifecycle.
As the Executive Director within the Commercial Real Estate Servicing team, you will oversee a global and geographically dispersed team of 50 to 60 employees.
Reporting directly to the Head of Commercial Real Estate Servicing, the successful candidate will drive operational excellence, champion automation and data-driven decision-making, and foster a culture of continuous improvement and cost reduction.
The ideal candidate will demonstrate the attributes of a senior leader at JPMorganChase, including strong business acumen, a commitment to risk and controls, and the ability to foster a collaborative and inclusive environment.=
Job Responsibilities:
* Oversee the Commercial Real Estate Servicing team, ensuring alignment with global functional partners and stakeholders
* Build and maintain high-performing teams across multiple locations, managing geographically dispersed teams
* Delivering best-in-class service to our customers, measured by our ability to consistently provide accurate and timely execution of loan & asset servicing processes
* Drive the execution of business strategy, focusing on the use of new automation tools, including AI-enabled automation, to enhance efficiency and productivity
* Monitor workflow tools to ensure SLAs are met and hold teams accountable for results
* Champion a culture of continuous improvement, proactively identifying opportunities to streamline processes and reduce the cost to serve
* Utilize advanced data analytics and visualization skills to monitor performance, identify trends, and inform strategic decision-making
* Set and communicate the strategic direction for the team, aligning goals with business priorities and the global target operating model
* Attract, develop, and retain high-quality talent.
Establish a culture of strong performance management, employee engagement, inclusivity, and professional development
* Create and maintain an effective control environment.
Partner with key control stakeholders to ensure compliance with regulatory requirements and internal policies
* Build strong stakeholder relationships and serve as the senior escalation point-communicating proactively, anticipating challenges, removing roadblocks, and ensuring seamless operations
Required Qualifications, Capabilities, and Skills:
* 10+ years of executive leadership experience in operations and management, within commercial real estate loan servicing or a related financial services environment
* Demonstrated ability to lead and inspire large teams, with a track record of fostering collaboration, incl...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-09 08:27:13
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Leverage your problem-solving skills to thrive in a fast-paced environment and drive customer-centric strategies.
As a leader in solutioning, collaborate closely with the Sales teams to deliver tailor-made product solutions that meet clients' needs.
As a Product Solutions Manager in Healthcare Payments, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales.
You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams.
Job responsibilities
* Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives
* Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends
* Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
* Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
* Maintains sales mentality with being goal and quota driven
* Focused on organization in fast-paced environment with ability to manage dozen projects simultaneously
* Sources new opportunities while shepherding inbound requests
* Demonstrates proactive and hardworking nature
* Consults with clients and works to deeply understand current to future state with product implementation experience
* Collaborates with other departments in firm to fulfill potential treasury and banking client needs
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products
* Extensive experience working in a sales cycle and engaging with clients on a regular basis
* Experience modifying preconfigured solutions to meet complex problems
* Demonstrated prior experience working in a highly matrixed and complex organization
* Understanding of healthcare with knowledge specific to Revenue Cycle Management
* Proven success with strong communication skills, verbally and written
* Demonstrates critical thinking abilities across multitude of scenarios
* Travel required up to 25%
Preferred qualifications, capabilities, and skills
* Strong technical skills with understanding multiple system integration
* Proficient in Microsoft Office Programs and Salesforce
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 an...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-09 08:27:11
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Hampton, US-GA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:27:10
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Job Summary
As a highly motivated Securitized Credit PM in our team in Columbus or New York, you will focus on expanding the private securitized platform.
GFICC manages a broad range of strategies, through funds and/or separate accounts.
Our team has a demonstrated long-term track record of strong performance and is responsible for $80+bn in securitized credit AUM across the spectrum of the securitized credit assets, including ABS, CMBS, non-agency RMBS, and CLOs.
We are seeking a highly motivated Securitized Credit PM to join our team in Columbus or New York that will focus on expanding the private securitized platform.
This role is ideal for candidates with 10+ years of experience structuring and/or investing in private securitized who are eager to work closely with senior professionals in sourcing, structuring and investing in private securitizations.
You will be part of a collaborative and supportive team, gaining exposure to credit research as well as portfolio management and trading while contributing to the investment process.
Job Responsibilities
* Conduct thorough sector and issuer due diligence, tracking trends, performance, and macroeconomic drivers to formulate investment recommendations
* Actively monitor market themes and sector trends to identify investment opportunities
* Build and maintain relationships with both internal and external participants, including portfolio managers, investment specialists, issuers, rating agencies, and broker-dealers
* Handle all aspects of private securitization including sourcing, structuring, negotiating (legal, rating agency, issuer) and closing transactions
* Continually monitor Private Securitized holdings to ensure alignment with credit views and with client risk appetite and guidance.
Facilitate ongoing credit analysis, including internal ratings and valuation
Required qualifications, capabilities and skills
* 10+ years of securitized credit experience across one or more sub-sectors
* Knowledge of multiple securitized sectors including ABS, CMBS, RMBS and CLO
* Knowledge of Intex and/or Trepp
* Strong written and verbal communication skills, with the ability to communicate concisely under typically stringent time constraints
* Demonstrated ability to work effectively in a team-oriented environment and manage multiple tasks
Preferred qualifications, capabilities and skills
* CFA Charter-holder preferred
* Ideal experience as a research analyst, portfolio manager or banker
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 o...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:27:08
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Glendale, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:27:07
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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 cards Technology Team, 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.
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
We're proud to lead the U.S.
in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
As a Lead Data Engineer , you will play a key role on an agile team focused on enhancing, building, and delivering secure, stable, and scalable solutions for data collection, storage, access, and analytics.
You will leverage your deep technical expertise and problem-solving skills to drive significant business impact, addressing a wide range of challenges across multiple data pipelines, architectures, and data consumers.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
* Design and develop end-to-end data pipelines using Spark SQL, Java, and AWS services
* Utilize programming languages such as Java and Python, work with NoSQL databases and SQL, and leverage container orchestration services including Kubernetes, along with a variety of AWS tools and services
* Define and implement database backup, recovery, and archiving strategies
* Generate advanced data models for one or more teams using firmwide tools, linear algebra, statistics, and geometrical algorithms and approve data analysis tools and processes to ensure consistency and quality
Required qualifications, capabilities, and skills
* Formal training or certifi...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-09 08:27:05
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Join a market-leading team at the forefront of fixed income index research, shaping the future of investment strategies for global clients.
As an Associate in J.P.
Morgan's Global Index Research Group, you will play a pivotal role in maintaining and expanding our global index business.
This dynamic front-office position involves client engagement, operational oversight, project management, and data-driven analysis.
You will collaborate with cross-functional teams, contribute to product innovation, and help deliver best-in-class index solutions to some of the world's largest asset managers and institutional investors.
Job responsibilities
* Engage directly with clients, analyze data, and identify market trends and opportunities in the fixed income space.
* Manage multiple high-profile projects, ensuring effective planning and execution with internal and external stakeholders.
* Educate clients on structural and tactical changes in index products and their market implications.
* Oversee operational aspects of managing thousands of indices to maintain product integrity.
* Maintain deep expertise in fixed income and index products to ensure product dependability and applicability.
* Collect, organize, and analyze large datasets; develop quantitative models to generate actionable insights.
* Evaluate index performance and market trends to inform strategic decisions and identify improvements.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent in Finance, Mathematics, Economics, or a related STEM field.
* Minimum 3 years of experience in finance, working with large datasets.
* Proficiency in Python (or similar programming language).
* Strong organizational skills, ability to manage priorities, and a collaborative team ethic.
* Clear, logical thinker with strong quantitative and problem-solving abilities.
* Solid understanding of fixed income concepts, bond math, financial products, and market events.
* Excellent written and verbal communication skills.
Preferred qualifications, capabilities, and skills
* Experience interfacing with clients.
* Knowledge of statistical modeling, time series analysis, probability, and numerical methods.
* Familiarity with data science, data management, and data visualization tools and techniques.
* Experience with portfolio construction or fixed income strategy roles.
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 determine...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:27:04
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Manhattan Beach, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:27:02
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Job Description
Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Technology Operational Risk Management Director, you will need to possess subject matter expertise in Public and Private Cloud technology domains.
You will perform independent risk assessments on the platforms, tools and supporting systems used to deliver these technologies to businesses at the firm.
You will proactively identify areas of emerging technologies that introduce operational risk and have a good understanding of third-party risks as applied to the technology used.
In this role, you will have the opportunity to join the Tech & Cyber Operational Risk Management team that is responsible for the successful implementation and execution of the Compliance, Conduct, and Operational Risk (CCOR) Tech & Cyber framework within JP Morgan.
You will provide 2 nd Line of Defense challenge and oversight to our technology and cybersecurity partners.
You will need to be a multi-disciplined forward-looking technologist and risk manager with diverse background and experiences in several cyber security and technology operations and the development of corresponding control systems.
Job Responsibilities
* Perform oversight of operational risks through reviews of global and regional technology/ cyber security processes and controls for the firm's used of public and private cloud.
* Keep abreast of current technology trends, vulnerabilities, and emerging technologies.
* Engage with infrastructure technology teams to gain full understanding of the technology and control environment.
* Understand third party risks as related to specific technology area of expertise.
* Work with appropriate technology areas to identify potentially elevated risk concentrations globally and perform assessments of the corresponding inherent risks and mitigating controls.
Recommend any adjustments required to meet JPMC policy, regulatory requirements, and industry best practices.
* Participate in key technology governance forums.
Required qualifications, capabilities and skills
* Cloud Platform Proficiency: Demonstrated hands-on experience with major public cloud providers, including Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure.
* Cloud Solution Architecture: Experience designing, implementing, and managing scalable, secure, and highly available application architectures tailored for cloud environments.
* Cloud-Native Application Design: Knowledge of microservices, serverless comp...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-09 08:27:01
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JPMorgan Chase is a global leader in promoting meaningful, sustainable change, investing over $300 million annually to create opportunities for everyone to thrive in the global economy.
Our Corporate Responsibility Division, encompassing Global Philanthropy, Community Engagement, and more, aligns with our business strategies and values, supporting communities worldwide.
We're seeking a Senior Associate for our Grants Business Management team, based in Washington, DC.
This role involves supporting various grant-making teams and implementing grant-making processes, reporting to the Vice President, Grants Management.
As a Grants Management Senior Associate in the Corporate Responsibility Division, you will be instrumental in managing the grant making process for Global Philanthropy's and Community Engagement's domestic portfolios.
You will work closely with various teams across JPMorgan Chase & Co., providing support and advisory on grantmaking processes and strategies.
This role offers the opportunity to make a significant impact on our philanthropic efforts and contribute to our mission of creating pathways to opportunity.
Job Responsibilities
* Advise on grants in development and manage the application workflow, process, grantmaking database (Cybergrants/Salesforce)
* Provide assistance to grantees during the application process including light tech support
* Review grant applications, budgets, and financials for completeness and compliance
* Support with grant budget management and reporting (including payments)
* Draft agreements and manage the grant agreement processes
* Support the receipt and review of grantees' reports and financials
* Help create, maintain and update grantmaking and training materials
* Work with various teams from across JPMC on grants and various philanthropic transactions/donations
* Provide advisory support on grantmaking process and strategy to stakeholders across other lines of businesses and manage consistent communications to stakeholders and grantmaking teams
* Lead short-and-long term projects to support the CR's overall grantmaking goals and help improve CR's grantmaking process and procedures
* Support reporting and metrics recording and analysis
Required qualifications, capabilities, and skills
* Minimum of 3 years of experience in a grants management-related role
* Experience working with nonprofits including performing due diligence, reviewing financial documents, analyzing grant making risk
* Understanding of IRS charitable law
* Strong computer skills and experience using grants management or CRM software
* Comfort with and ability to diligently review financial statements
* Excellent written and oral communication skills and superb attention to detail
* Ability to implement grantmaking policies and processes
* Demonstrated experience working with many teams and managing multiple stakeholders
* Demonst...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:58
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Berkeley, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:57
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As the Cobrand Acquisitions and Onboarding Product Manager within the Cobrand Cards organization of Card Services, a key business within Chase's Consumer & Community Banking group, you will collaborate with internal and external partners to deliver innovative, secure, and streamlined user experiences, leveraging technical expertise in APIs and data integration.
Job responsibilities:
* Strategy & Execution: Develop and execute strategies for digital card acquisition and onboarding, focusing on both incremental improvements and transformational initiatives.
* Technical Delivery: Lead the design and delivery of API-based solutions and data integrations to support seamless customer onboarding and acquisition experiences.
* Partner Collaboration: Work closely with Cobrand Partners, technology teams, and third-party vendors to understand needs, define requirements, and deliver optimized digital journeys.
* User Experience Optimization: Evaluate and enhance partner digital journeys to maximize card acquisitions and streamline onboarding, ensuring minimal friction and high conversion.
* Stakeholder Management: Build strong relationships across the organization and with external partners, influencing product roadmaps and ensuring Cobrand Card considerations are prioritized.
* Project Management: Navigate complex organizations, manage dependencies, and create networks to accomplish critical objectives.
* Metrics & Analytics: Define and track KPIs for acquisition and onboarding features, leveraging data analytics to inform product decisions and measure success.
* Agile Leadership: Lead refinement sessions, write user stories, and participate in Agile scrum events (Discovery, Refinement, Standups, Sprint Planning, Reviews, Retrospectives).
* Customer Research: Sponsor and define customer research to validate engagement hypotheses and support product discovery.
* Production Oversight: Escalate and prioritize production defects, participate in triage, and oversee mitigation and remediation efforts.
Required qualifications, capabilities, and skills:
* 5+ Years Technical Background: in financial services, digital platforms, and/or software development, with a strong focus on API delivery and data integration.
* 1+ Years API & Data Expertise: working with and documenting requirements for APIs and diverse database technologies (SQL, Oracle, Cassandra, etc.).
* Digital Product Experience: Background in digital user experiences, product management, and business cases for financial service products.
* Product Discovery: Positions key questions for feasibility study and consumer research
* Agile Methodology: Strong understanding of Agile practices and experience leading initiatives from Discovery to Delivery, including building roadmaps at a feature and strategic level.
* Jira and Jira Align: Experience creating epics and stories to communicate and manage business and technical requir...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:55
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Union City, US-GA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:53
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Contribute to innovative experience design, blending user needs with business goals in the dynamic environment of financial services.
As an Experience Design Senior Associate in Lending Innovation, you will play a pivotal role in shaping the user experience of our products and services by leveraging your advanced knowledge of experience design principles.
Collaborating with cross-functional teams, create innovative, inclusive, and accessible solutions that cater to a diverse range of users.
As a core contributor, align user needs with business goals.
Your strong understanding of the financial services industry and JPMorgan Chase's IT systems will contribute to the continuous improvement of our offerings, navigating complex problems and driving strategic thinking.
Your impact will be significant in the design, architecture, and functionality of our products, ensuring a seamless and enjoyable experience for our customers.
Job responsibilities
* Design and develop elegant solutions to specific interaction problems and ensure consistency across multiple products and platforms while adhering to industry best practices
* Apply advanced knowledge of information architecture and storyboarding to create user-centric designs that enhance navigation, findability, and overall user satisfaction
* Conduct data-driven analyses to inform design decisions and use data to transform raw information into valuable insights to inform decision-making
* Collaborate with cross-functional teams to incorporate inclusive design principles and accessibility guidelines to ensure our products and services cater to a diverse range of users
* Operate with an iterative design mindset and incorporate user feedback and insights to continuously improve the overall user experience of our offerings
* Assist in the analysis of market trends, user research studies, and user behavior analyses to inform design decisions and contribute to the team's strategic thinking
Required qualifications, capabilities, and skills
* 3+ years in a user experience design or equivalent role dedicated to improving experiences with digital products and services
* Proven ability to create visually appealing and functional designs using industry-standard tools (e.g., Figma, Sketch, or Adobe Creative Suite)
* Demonstrated experience in designing and optimizing user experiences across multiple platforms, including web, mobile, and other digital channels
* Previous experience interpreting complex data and transforming it into actionable insights for informed decision-making
* Proficient understanding of inclusive design principles, accessibility guidelines, and assistive technologies, with a history of creating accessible and inclusive digital experiences
Preferred qualifications, capabilities, and skills
* Experience progressing from zero to one, with a strong focus on scalable solutions to support future product growth
* Familiarity in impl...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:52
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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: Wayland, US-MA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:50
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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: Concord, US-MA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:49
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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: Acton, US-MA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:47
-
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: Sudbury, US-MA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:46
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If you are a proven leader, enjoy building relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you.
As an Area Manager in Business Banking, you'll lead a team of Business Relationship Managers (BRM) in developing new business and deepening existing relationships to position JPMorgan Chase as the primary bank for our clients.
Job responsibilities
* Provide leadership, management, support, direction, and guidance to a team of Business Relationship Managers within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management
* Manage performance of individual team members, holding all Business Relationship Managers accountable for achieving business priorities with a focus on client experience and risk management
* Manage the area's revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to monitor team performance, identify trends, and address or escalate issues in a timely manner
* Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges
* Hold Business Relationship Managers accountable for understanding the personal financial goals and needs of their business clients and connecting them with specialists who can help meet their financial needs
* Build collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards
* Actively recruit and maintain a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment
Required qualifications, capabilities, and skills
* Minimum of 7 years' experience in a Business Banking Relationship Management role or related business lending experience; direct in-person contact required
* Expert knowledge of deposit and cash management products and services and expert knowledge of business credit underwriting with commercial credit training
* Strong communication skills with individuals at all levels, internally and externally
* Analyze reports, metrics, and other data to identify trends, issues, and opportunities
* Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes, and the ability to lead proactively through change; Strong current business netw...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:44
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Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings with the right pricing and positioning.
As a B2B Payables Client Solution Specialist in the Commercial Bank's Payments organization, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales.
You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams.
Job responsibilities
* Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives
* Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends
* Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
* Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products, with a focus on commercial card and payables product set
* Strong technical expertise, payments industry knowledge and consultative experience to support complex solutioning and design sessions with clients and prospects
* Strong executive level presentation skills, including ability to consult and sell at the C-level
* Exceptional ability to understand client and prospect needs and turn needs into mandated business through solution-based selling that clearly articulates operational and financial benefits
* Ability to generate ideas to help coverage teams identify and drive the development of new business
* Excellent selling and negotiation skills always ensuring the full value of J.P.
Morgan is clearly communicated
* Strong writing and analytical skills to support RFP responses, presentation content and ROI analysis development
* Demonstrated prior experience working in a highly matrixed and complex organization
Preferred qualifications, capabilities, and skills
* Diligence to maintain up-to-date and accurate pipeline reports.
* Team-oriented with the ability to develop strong working relationships with clients, peers, and cross-functional partners.
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 ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:43
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Scottsdale, US-AZ
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:41
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Are you ready to make a significant impact in the world of equity capital markets? At JPMorganChase, we offer an exciting opportunity for career growth and development as a Trading Services Manager in the Equity Syndicate Operations space.
JPMorgan is the number one investment bank in terms of the Equity Capital Markets league table standings in 2025.
Join us to leverage your skills in the equity and equity derivative issuance supporting the Equity Capital Markets and Equity Derivative businesses.
Become part of a team that values innovation and continuous improvement.
As a Trading Services Manager within this space, you will be a key player in our team, leveraging your knowledge Equity and Convertible Notes issuances as well Program based issuances (Medium Term Note Programs, i.e.).
Your role will involve working with the ECM team with respect to deal structuring and execution; and various internal teams and external, industry partners.
Job responsibilities
* Understand and execution of the New Issue Syndicate process from pre-pricing to DTC settlement with the Issuer through close-out with the Syndicate members (including FAST closings and eligibility requests, DWAC transfers, and RAPID Issuance).
* Will have very close interaction with the Syndicate desk and ECM Deal team on deal set-up and final settlement requirements.
* Work in a high volume, high visibility (high risk) environment.
* Oversee deal-related controls including but not limited to deal accounting and compliance documentation.
* Manage and submit requisite filings and set up on the FINRA Gateway including TRACE Set ups of convertible notes and IPO Distribution submission.
* Fund payments related to closings.
* Coordinate deal closing with relevant parties including transfer agents and legal counsels for company and the underwriters.
Required qualifications, capabilities, and skills
* Minimum 5 years of previous syndicate operations and issuance.
* Understand all aspects of syndicate related compliance matters and documentation - i.e.
Rule 5131; QIB/Reg S certification; and prospectus delivery requirements.
* Should be fully versed in DTC's UW Source and Rapid Issuance platforms and versed in the settlement portion of the process (SettlementWEB).
* Understand payments origination and funding.
Preferred qualifications, capabilities, and skills
* Significant knowledge of the accounting aspects including final settlements; and reimbursements are important distinguishing skills.
* Series 7 License, 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, financ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:39
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Join our team as a Data Visualization Associate and play a pivotal role in driving structure and discipline around key initiatives.
This position offers an exciting opportunity to impact management decisions through detailed business impact analysis and project management.
As a Data Visualization Associate within our team, you will drive structure and discipline around each initiative using standard project deliverables and framework.
You will establish scope, perform detailed business impact analysis, and support management decisions.
Your role will involve defining roles and responsibilities, documenting requirements, resolving resource conflicts, and managing changes to project scope.
You will also lead meetings at both operational and project levels, providing continuous feedback on project status and serving as the escalation point to ensure project success.
Collaborate with business partners to design and implement process enhancements, introduce new toolsets, and engage in process re-engineering.
Your contributions will strengthen business operating models, enhance client experiences, and improve efficiency and controls.
Job Responsibilities
* Project analysis, including documenting business requirements, detailing issues and risks, and drafting business processes and data flows
* Data analysis, including data collection, synthesis, and translation of results into actionable solutions
* Identify gaps between requirements and current procedures/controls and drive resolution
* Work with business partners to design and implement process enhancements and engage in process re-engineering
* Develop and implement solutions to enhance client experience and improve efficiency
* Define user acceptance test plans, coordinate testing, and communicate results
* Provide implementation support and ensure implementations meet requirements
* Evaluate existing processes, challenge the status quo, and recommend enhancements
Required Qualifications, Capabilities, and Skills
* 3+ year's business analysis experience
* Bachelor's degree required
* Microsoft Office Proficiency: Intermediate to advanced experience with Microsoft Office tools, including:
+ Excel: Ability to perform data analysis, create complex spreadsheets, and utilize advanced functions.
+ PowerPoint: Competence in designing presentations to effectively communicate project status and findings.
* Data Analysis:
+ Ability to collect, synthesize, and translate data into actionable insights.
+ Strong analytical skills to understand and interpret complex business processes and data flows.
+ Proficient in SQL & Tableau
* Project Management:
+ Experience in documenting business requirements, identifying issues and risks, and drafting business processes.
+ Ability to define user acceptance test plans, coordinate testing, and communicate results.
Preferred Qualific...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:38
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Saint Helens, US-OR
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:36
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2026-01-09 08:26:35
