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We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Consumer, Retail & Business Services team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As a seasoned Investment Banking professional in the Consumer, Retail & Business Services Group, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* 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
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-02 07:32:01
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We are seeking an experienced Vice President to join our industry-leading Healthcare Investment Banking team.
As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals, with an emphasis on the Life Sciences Tools & Diagnostics sub-sector
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior VP level experience in Healthcare Investment Banking
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* 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
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
* Bachelor's degree required
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 benefi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-02 07:32:00
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
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Type: Permanent Location: Murrieta, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:59
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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
* Six plus years of work experience in Private Banking or Financial Services
* 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 ...
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Type: Permanent Location: Birmingham, US-MI
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:59
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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: Greenwood, US-IN
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:57
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
* Reading and speaking in both Spanish and English fluently is required for this role
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products....
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Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:56
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker on the Healthcare Services, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare Services.
The Healthcare Services team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 5+ years with above average performance results in a similar banking role or credit/lending related experience
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong creative solution and problem solving abilities
* Excellent business judgment and strategic thinking
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* Flexible to changing business priorities and ability to multitask
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our 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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:56
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs 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
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
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 program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve thei...
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Type: Permanent Location: Glendale, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:54
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Derby, US-KS
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:54
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The team collaborates intimately with the Firmwide Chief Analytics Office, Model Risk Governance & Review, Legal, Compliance & Controls to establish and enforce policies and standards that promote responsible AI/ML and Generative AI model development and usage.
They engage business and technology stakeholders across the Commercial & Investment Bank's lines of business to ensure processes, tools, and controls are in place to support and incorporate AI/ML implementation best practices.
As an Sr Associate on the AI/ML Governance team within the Commercial & Investment Bank (CIB), you will have the opportunity to contribute to multiple strategic, global initiatives.
This role allows you to be at the forefront of AI/ML governance, providing you with the chance to champion and support realization of CIB's AI/ML and GenAI priorities.
Job Responsibilities:
* Support the design and build of CIB AI/ML Governance executive management reporting and dashboards
* Rollout CIB AI/ML Governance processes by updating documentation (procedures, charters, operating models, job aids, etc.) and developing & delivering effective communications and trainings
* Provide hands-on support to stakeholders at all levels of the organization to ensure their understanding and compliance of requirements
* Monitor compliance with governance and control requirements and engage stakeholders to remediate issues
* Partner closely with subject matter experts in AI/ML Data Science, Architecture & Engineering and Data to identify areas for process improvement
* Enhance and streamline AI/ML governance by helping to define and implement the strategic roadmap for firmwide and CIB governance tooling
Required qualifications, capabilities and skills:
* Strong data analysis and problem-solving skills
* Attention to detail and ability to work independently
* Strong verbal, written, presentation and communication skills, including use of Excel and PowerPoint
* Hands on experience using Tableau and/or Alteryx
* Demonstrated ability to interact and work effectively with management and other stakeholders to support the goals of the business
* Prior experience in AI/ML and GenAI delivery in financial services industry
* Strong interpersonal and relationship building skills
* Ability to thrive in a changing work environment
* Ability to execute tasks and effectively manage to changes in plan
Preferred qualifications, capabilities, and skills
* Preferred knowledge of banking, markets and trading
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 pr...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:53
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The Financial Intermediary Client Account Manager will work as part of a team to service the operational needs of internal and external clients of the J.P.
Morgan Funds business.
The individual will understand all aspects of assigned intermediaries including, their business model, back-office operations structure, sales practices, contractual obligations, and invoicing.
The Client Account Manager is fully responsible for owning and influencing client outcomes and is accountable for placing JPMorgan Asset Management's Service Alpha at the core of the value proposition to our strategic clients.
As a Client Account Manager in the Financial Intermediary Services Team, you will be responsible for all operations initiatives intermediaries including conversion events and other activities as they arise.
You will partner closely with the Global Strategic Relationship and Sales teams to ensure all Sales and Product initiatives are managed effectively with intermediary partners.
The team works closely with many other internal departments including but not limited to: Contract Specialist, Finance, SEP, FMDW, Product Implementation, TAMS, and other teams within Client Services.
Job responsibilities .
* Build and maintain relationships with intermediaries' senior leaders within Operations and act as the voice of the Intermediary within JPMorgan.
* Serve as an escalation point for both team members and internal departments to ensure all team responsibilities meet expectations.
* Act as a subject matter expert for assigned firms including, operations, sales, and contractual obligations, etc.
* Understand and manage system enhancements that impact Intermediary clients, whether initiated internally or by vendors.
* Collaborate with Intermediaries to implement Industry initiatives and system changes.
* Manage the internal client experience by managing and influencing internal stakeholders.
* Lead internal projects and partner closely with other teams to drive strategic initiatives.
Required qualifications, capabilities, and skills
* Bachelor's degree required
* FINRA series 6 or 7 license required
* Minimum of 5 years' experience in the mutual fund industry
* Minimum of 5 years' experience in Asset Management in a client facing role and a background in Client Services
* Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs
* Knowledge of financial markets and the securities traded in those markets, as well as quickly assess market trends and identify educational opportunities for the team
* Strong organization, communication, project management, and time management skills.
Preferred qualifications, capabilities, and skills
* Outstanding energy, focus, and drive to achieve results
* Excellent analytical and problem-solving skills; including critical thinking and change management
* Solutions driven, ability to effe...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:52
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Managing Director, Market Manager, North East Region - Commercial Real Estate Group (New York, NY)
Commercial Banking delivers extensive industry knowledge, local expertise and seamless global capabilities to clients-including corporations, municipalities, financial institutions, real estate investors and owners, and not-for-profit organizations-with annual revenue generally ranging from $20 million to $2 billion.
We offer a comprehensive set of financial products and services including credit, asset-based lending, real estate finance and treasury.
We also provide clients with access to investment banking and asset management services.
The Commercial Real Estate Group is made up of four distinct businesses including Commercial Term Lending (CTL), Community Development Banking (CDB), Off Balance Sheet Capital (OBS) and Real Estate Banking (REB).
As a Managing Director, Market Manager in the North East Region - Commercial Real Estate Group, you will be responsible for leading and supervising the delivery of commercial real estate and banking products to top-tier clients based in the northeastern U.S., active in major markets across the U.S.
You will also develop and implement business strategy, and influence change through effective relationship management across a wide network of partners, working closely with JPMorgan's Investment Bank, Treasury Services Group and Private Bank.
Real Estate banking clients are top-tier national and regional real estate developers, investors, Real Estate Operating Companies (REOCs), Real Estate Investment Trusts (REITs) and investment funds.
The Real Estate Banking Group has national capabilities and expertise in real estate credit including mortgage lending (both term and construction), corporate lending and subscription finance to private equity funds.
The Real Estate Banking platform also engages in multi-bank syndications to finance institutional quality real estate investments for clients at both the asset and entity level and provides a wide array of complex treasury solutions to its sophisticated, institutional client base.
Job responsibilities
* Lead a team, based in New York, Boston, and Washington DC, driving a diverse and inclusive culture focused on high employee engagement and retention
* Develop and implement business strategy, and influence change through effective relationship management across a wide network of partners
* Prioritize and identify top prospect and client relationships; track pipeline and develop reporting of team efforts and results
* Encourage knowledge sharing and help Commercial Real Estate banking and product teams develop fluency on industry trends
* Identify opportunities for new products, enhancements to meet industry-specific needs
* Research, maintain, and distribute key industry information including industry financial comparisons, market leaders, competitor insight, regulatory issues and trends
* Partner across business lines in th...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:51
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the hear...
....Read more...
Type: Permanent Location: Saint Louis, US-MO
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:50
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JPMorgan Chase is seeking a Vice President to join our Tax Counsel in Corporate Finance.
As a Tax Vice President you will provide regulatory change advisory, review of new business initiatives and general corporate tax planning matters.
You will report to a member of the regional Corporate Tax management team, working closely with business front office and support group personnel.
Job responsibilities:
JPMorgan Chase is seeking to hire a highly motivated individual to join our Corporate Tax Planning Group.
The Corporate Tax Planning Group is responsible for identifying tax issues and opportunities across the range of JPMorgan Chase's products, businesses, and regions, and for advising JPMorgan Chase's lines of business with respect to the tax aspects of products and services offered to clients and customers.
We are seeking a candidate who will be available to support the group generally, with an emphasis on providing tax counsel and support in connection with products and services offered by our Asset and Wealth Management businesses, including:
- Wealth management and private banking services
- Investment solutions and product development, including alternative investments
- Retail financial services, including retail banking, investment products, and consumer lending
* Coordinate and effectively communicate with colleagues, outside tax counsel, accounting firms, and internal stakeholders to ensure appropriate tax planning, risk controls, and compliance
* Work with Corporate Tax colleagues and relevant business teams to review tax aspects of new initiatives or expansion into new markets and/or strategies
* Review current and potential tax legislation and regulations for their impact on products and services offered by JPMorgan Chase
* Participate in regular Corporate Tax Department meetings and assist in the development of policies and procedures relevant to the businesses, with attention to substantive, operational, and reputational risk considerations
* In addition to supporting JPMC's lines of business, the candidate will serve as a general resource to the Corporate Tax Department, providing support in its role overseeing general and transactional tax planning
This position reports to a Managing Director in Corporate Tax who supervises tax coverage for many of the areas described above.
Required qualifications, capabilities, and skills:
* Juris Doctorate or non-U.S.
equivalent; Tax LLM is a plus
* At least 4-8 years of relevant tax experience at a top-tier law firm with a strong tax practice (exceptional candidates with financial services industry experience at Big 4 accounting firms may be considered)
* Experience advising on investment and transactional tax issues impacting individuals, corporations (including RICs and REITs), partnerships, and trusts, as well as international and cross-border U.S.
tax advisory, planning, and structuring
* Exposure to traditional and alternative investme...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:49
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
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Type: Permanent Location: Grandview, US-WA
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:48
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You are a proven leader with a passion for delivering high-quality products.
Join our innovative team and help us ensure that our products meet and exceed the needs of our customers.
As a Product Portfolio Operations Director in Core Platform Engineering, you are an expert in creating cross-product synergies.
As a leader on the team, you leverage your advanced capabilities to innovate on cross product-line coordination, remove barriers to success, and create ways for teams to continuously innovate on solutions-focused products and product features.
The Core Platform Engineering team is responsible for key technology products that enable Chase businesses.
This includes a microservices framework that enhances security, controls, and data management, an Environment as Code platform simplifying how we manage and govern cloud resources.
Additionally, we develop an analytics and governance tool for all products and an API management platform that supports developers both within Chase and externally.
Job responsibilities
* Works across products and product lines to help ensure delivery against business objectives
* Executes the strategy for reporting and communications to support our portfolio management operations and change initiatives
* Oversees and coaches a team to best implement the strategy for adapting and executing the full product-line framework and ensures our core cross-product priorities, sequencing, and trade-offs are realized
* Implements portfolio-level tracking of controls, financials, resourcing needs, and key prioritization decisions
* Works with leaders across multiple lines of business, finance partners, and strategy leads to execute on portfolio planning, prioritization and tracking of outcomes
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise in program management, product delivery, technical program management, or performance optimization
* Proven ability to manage and implement operational effectiveness and portfolio management initiatives
* Proven ability to operate within the product development life cycle and agile methodologies
* Proven ability to manage and build a high performing team
* Bachelor's Degree in Business, Computer Science, or related field
* Experience in Product Delivery or exposure to Technology or Platform products
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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-...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:47
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You're energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers.
You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch.
You'll be making the lives of customers easier by sharing and setting up self-service
Job responsibilities
* Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
* Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want.
* Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals.
* Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
* Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
* Profes...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:46
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You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients.
A role as a Market Executive in Middle Market Banking is for you.
As a Market Executive in Middle Market Banking you will hire and direct team members in their business development efforts to grow and retain profitable banking relationships with Middle Market companies.
In this role you will be expected to maintain a portfolio of your own while leading the banking team however the portfolio size is typically smaller in recognition of management responsibilities.
Your team will typically include four to six bankers with indirect oversight over an underwriting staff, a sales/marketing assistant, treasury sales officer and client service professionals.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Minimum of ten years account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services with knowledge of the region
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Strong technology experience; digital background preferred
* Excellent organizational, influencing and interpersonal skills
* Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
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 ...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:45
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Akron, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:43
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Fort Wayne, US-IN
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:43
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You're energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers.
You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch.
You'll be making the lives of customers easier by sharing and setting up self-service
Job responsibilities
* Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
* Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want.
* Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals.
* Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
* Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
* Profes...
....Read more...
Type: Permanent Location: New Philadelphia, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:42
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Shape the future of JPMC Employee Experiences with solutions that solve key business problems & deliver best-in-class user experiences
As an Experience Design Lead in Employee Experience Design, you will play a pivotal role in shaping the Employee Experience across JPMC.
You will lead strategically important initiatives and develop new solutions that anticipate employee needs, solve for business challenges and raises the collective maturity of our design practice.
As a senior individual contributor, you'll exemplify cross-functional team collaboration, guide and mentor junior designers, and foster a culture of inclusivity and accessibility.
Your expertise in experience strategy and inclusive design will ensure that our offerings are not only visually appealing but also accessible and user-friendly, enhancing the overall experience.
In this role, you'll be responsible for the leading the design and delivery of digital and service experiences for JPMC's employees across the globe for products, platforms, and technology supported by our HR function.
You'll be involved in every step of the process - defining product and features, presenting to executives and stakeholder, and delivering concepts, prototypes and detailed design.
You'll do this seamlessly by exemplifying great collaboration across disciplines (product, engineering, accessibility, and research) modeling a growth mindset, and being a team player to peers and partners.
These net new digital experiences launched will enable JPMC to attract, hire and develop top talent, deepen career satisfaction, and equip employees with modern smart tools that make their day-to-day work more efficient.
Job responsibilities
* Diagram service flows and product features, design wireframes, and prototype interactions for key touchpoints as you lead end-to-end design initiatives.
* Collaborate with cross-functional teams to integrate user experience design into the product development processes and ensure seamless and customer-centric solutions
* Lead cross-functional teams to create storyboards and/or service blueprints, support UX Research in identifying pain points and opportunities for improvement, and champion innovation in products and features of moderate complexity.
* Work directly with stakeholders, product partners, and design peers to integrate customer-centric decision-making, inform prioritization, and develop experience-led metrics to align business goals
* Leverage your understanding of market trends, and both qualitative and quantitative research methodologies to interpret insights effectively to influence your design work
* Devise product design strategies that help us get from your long-term vision to what we might be able to deliver today whilst navigating complex tech stacks
* Champion consistency and a masterful degree of UI/Visual Design craft across the team to ensure the quality of delivery pushes our collective standards higher
* Present you...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:41
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Become an integral part of the Government Relations team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Senior Executive Assistant in Government Relations, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in inves...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:41
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J.P.
Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm.
Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.
As a Supervisory Team Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a team of centralized supervisory managers.
You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.
Job responsibilities
* Manage a team of Registered Principals that are responsible for supervising various functions (including but not limited to correspondence review, trade corrections, gift reviews, electronic communications reviews) across multiple Lines of Business
* Demostrate ability to make independent suitability decisions based on firm policy
* Lead with a sense of urgency to manage workflow and volumes
* Strategically partner with stakeholders across the firm
* Identify process improvements and drive change
* Lead and implement business and firm-wide initiatives
* Develop and train staff on current industry trends and products
Required qualifications, capabilities, and skills
* 7+ years of experience in the securities / investment industry
* Minimum licensing requirement: FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53).
Additional licensing requirements must be met within 120 days of hire.
* Possess a competent level of knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices.
* Ability to provide clear, concise, and timely resolution to issues.
* Demonstrate strong critical thinking, analytical research, and quantitative skills.
* Strong written and verbal communications skills, including an ability to communicate with all levels of management.
* Possess excellent time management skills.
* Proven judgment and problem-resolution skills
* Ability to understand new investment products, Advisor / Banker compensation plans, firm wide policies, and procedures to conduct reviews.
* Ability to build relationships across business functions to obtain necessary information to conduct reviews.
Preferred qualifications, capabilities, and skills
* Bachelor's Degree preferred.
* Experience as a Supervisory or Compliance professional preferred.
* Possess an advanced knowledge of FINRA, MSRB and SEC rules and regulations.
* Experience working in an environment alongside Advisors preferred.
* State ...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:40
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You are customer focused and enjoy learning about financial solutions for middle market clients.
A role as a Middle Market Banking Analyst is for you.
As a Core Analyst in Middle Market Banking Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients.
As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management.
The Middle Market Banking Specialized Industry Analyst Program is a 2.5 year rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more.
Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry.
Job Responsibilities
* Work on financial models to support financing transactions
* Assist in the completion of credit approval memos
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Develop an understanding of the full breadth of J.P.
Morgan products and service offerings
* Conduct client and prospect research to support business development effort
Required Qualifications, Capabilities and Skills
* Minimum GPA 3.2 required
* Superior analytical, leadership, interpersonal and written/verbal communication skills
* Keen attention to detail and creative mindset
* Proven ability to multi-task and meet deadlines in a fast-paced environment
* Exhibit sound judgement, agility, and the ability to work as a team player
Preferred Qualifications, Capabilities and Skills
* 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus
* Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered)
* Some exposure to credit fundamentals and/or previous client exposure is a plus
* Knowledge of the market dynamics and its business environment preferred
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 program entries.
This role is not eligible for employer sponsored immigration support of any kind.
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.
Mor...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-02 07:31:39
