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Join a team providing financial solutions to over 3 million small businesses nationwide at one of the world's innovative banks.
If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you.
As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess ...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:45
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate Project Manager in the Risk Projects team within the Risk Chief Financial Office (CFO) at JPMorgan Chase, you will play a crucial role in leading and executing complex, multi-month to multi-year projects and programs.
You will collaborate with stakeholders across the organization to develop and implement new risk processes, frameworks, and technology solutions.
These initiatives are designed to deliver strategic capabilities for senior leadership and ensure compliance with regulatory requirements.
This position offers a unique opportunity to drive critical projects that enhance our risk management infrastructure and support the firm's overarching strategic objectives.
Job responsibilities
* Develop and maintain detailed project plans, including scope, objectives, timelines, and resource allocation.
* Identify and engage with key stakeholders to gather requirements and ensure alignment
* Identify potential project risks and develop mitigation strategies, monitor and manage risks throughout the project lifecycle.
* Lead and motivate project teams, ensuring clear roles and responsibilities, Provide guidance and support to team members.
* Ensure project deliverables meet quality standards and stakeholder expectations, conduct regular reviews and audits of project processes and outcomes.
* Prepare and present regular project status reports to stakeholders and senior management, communicate project progress, issues, and risks effectively.
* Conduct interviews, workshops, and surveys to gather business requirements, document and validate requirements with stakeholders.
* Analyze current business processes and identify areas for improvement, develop process maps and workflows to illustrate current and future states, collect and analyze data to support decision-making and project objectives, develop reports and dashboards to present findings.
* Collaborate with stakeholders to design solutions that meet business needs, develop functional specifications and use cases.
* Conduct User Acceptance Testing (UAT) and Training: Develop and execute test plans to ensure solutions meet business requirements, coordinate UAT activities with end-users and stakeholders, provide training and support to end-users.
* Create and maintain comprehensive project documentation, including business requirements, process flows, and user guides.
Required qualifications, capabilities, and skills
...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:44
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: Sacramento, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:42
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:41
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:40
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: Modesto, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:40
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:39
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: Modesto, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:38
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: Fresno, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:37
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J.P.
Morgan Advisors, the ultra-high net worth division of J.
P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Service Associate Lead within J.P.
Morgan Advisors, you will be the primary point of contact for all deposit account service-related needs of our clients.
You will be responsible for establishing, maintaining, and building client relationships, working in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office, and operations teams to deliver a seamless and integrated client experience across all deposit products.
This role offers the opportunity to become a Subject Matter Expert within the team, manage Client Service Associates' daily workload, and help develop and execute the overall strategy of the team.
Job Responsibilities:
* Act as Subject Matter Expert on all roles within the team.
* Develop and execute training plans for new and current associates.
Able to manage escalations and complex requests.
* Review and approve service request tickets that do not require an exception.
Certified to complete ECB for high risk wires
* Manage Client Service Associates' daily workload, the distribution of cases (casper), compliance training and team member development
* Help develop and execute the overall strategy of the team
* Complete high dollar approvals
* Review and approve written correspondences
* Meet with advisors, client associates and product partners regularly to ensure service expectations are met.
* Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, Financial Advisors, Client Associates, product partners, branch/operations areas, and other partners in a timely and professional manner.
* Evaluate employee performance and provide feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process.
Required qualifications, capabilities, and skills:
* College degree or equivalent experience required; at least 5 years of client service experience required
* FINRA Series 7, 63 and 24 or 9/10 required, or obtained within 6 months of hire
* Ability to work both independently and as a team player
* Excellent communication skills, both written and oral
* Ability to multi-task and manage priorities effectively
* Exceptional problem-solving skills
Preferred qualifications, capabilities, and skills:
* Financial services and/or banking industry experience preferred
* Ability to adapt to a rapidly changing business and technology environment
* Proficiency with Microsoft Office Suite (Word, Excel and Pow...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:36
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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: Reno, US-NV
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:35
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: Monterey, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:34
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This is an exciting opportunity to join JPMorgan's Corporate Sector! It encompasses more than $15 Billion of annual operating expense and 45,000+ employees across Enterprise Technology, Global Real Estate, Corporate Finance, Corporate HR, and Legal, among others.
This role is part of the Regulatory and Controls team within Corporate Central Planning & Analysis with specific responsibilities that contribute to the execution of the Comprehensive Capital Analysis & Review and Risk Appetite stress testing forecasts.
As a Finance & Business Management, Vice President in the corporate sector, you will support and partner with Corporate Sector's Finance & Business Management teams on financial forecasting, budgeting, reporting and other ad-hoc analysis and strategic priorities.
The team also provides support for Firm wide Planning & Analysis, Investor Relations, Regulatory & Capital Management, Resolution & Recovery, and other Corporate groups.
You will be responsible for working on stress forecasting calculations, preparing presentations and multiple complex projects.
You will work closely with the central teams, Controllers, Control Management, and multiple functions within Corporate and must be comfortable working in a fast-paced environment with evolving priorities.
Documenting processes, driving automation, re-engineering of the operating model and enhancing the control environment are other key aspects of this role.
Job responsibilities
* Proactively engage stakeholders across the broader finance and business management organization to develop Corporate sector's consolidated CCAR and Risk Appetite stress testing result (P&L, Balance Sheet and RWA).
* Execute stress forecasting calculations and submission deliverables for CCAR and Risk Appetite
* Produce presentations, analysis and supporting materials for senior management that summarize forecast results, plans and progress
* Participate in and support ad-hoc special projects and requests as needed
* Provide timely and concise updates and escalate issues appropriately
* Enhance controls and improve risk environment, including producing, organizing and maintaining documentation
* Initiate process improvement and automations to increase operational efficiency
Required qualifications, capabilities and skills
* BA/BS in Finance or Accounting
* 7+ years of experience
* Advanced technological aptitude, including Excel, PowerPoint, Word and Essbase skills.
* Proficiency with data mining/gathering and manipulation of data sets
* Great verbal and written communication skills with the ability to articulate complex issues clearly
* Highly motivated and able to thrive and think clearly under pressure and tight deadlines
* Self-starter with excellent time management/prioritization skills
* Advanced analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred qualificati...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:33
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
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Type: Permanent Location: Milford, US-CT
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:32
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The Global Trusts & Estates Practice is an integral part of the services we offer to clients.
With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
When J.P.
Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust.
Job Summary
As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global Trusts & Estates Practice.
You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors.
You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services.
Your role will be crucial in maintaining our reputation as a leading global financial services firm.
Job Responsibilities
* Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
* Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
* Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
* Work with Tax Officers and trust counsel to resolve tax issues
* Address questions raised by beneficiaries, co-trustees and their advisors
* Work in a team-based environment
* Develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries.
Trust Officers have responsibility to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client services
* Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM's role, the risks inherent in the structure and underlying assets, and the client's expectations
* Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation
Required Qualifications, Skills and Capabilities
* Bachelor's Degree required
* In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
* Mi...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:31
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Katy, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:30
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Zionsville, US-IN
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:29
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
....Read more...
Type: Permanent Location: Daly City, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:28
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Noblesville, US-IN
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:28
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:27
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:26
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Assume a critical role in defining the future of a globally recognized firm and have a direct and significant effect in a realm tailored for top achievers in site reliability.
As a Lead Site Reliability Engineer at JPMorgan Chase within the Corporate Sector, you hold a leadership role in your team, demonstrate strong knowledge across multiple technical domains, and advise others on the technical and business issues facing them.
Take lead and conduct resiliency design reviews, break up complex problems into digestible work for other engineers, act as a technical lead for medium to large-sized products, and provide advice and mentoring to other engineers.
Job responsibilities
* Demonstrates and champions site reliability culture and practices and exerts technical influence throughout your team
* Leads initiatives to improve the reliability and stability of your team's applications and platforms using data-driven analytics to improve service levels
* Collaborates with team members to identify comprehensive service level indicators and stakeholders to establish reasonable service level objectives and error budgets with customers
* Demonstrates a high level of technical expertise within one or more technical domains and proactively identifies and solves technology-related bottlenecks in your areas of expertise
* Acts as the main point of contact during major incidents for your application and demonstrates the skills to identify and solve issues quickly to avoid financial losses
* Documents and shares knowledge within your organization via internal forums and communities of practice
* Provides comprehensive and ongoing guidance, tools, and solutions to support the firms' growth
* Works toward becoming an expert on the applications and platforms under your influence while understanding their interdependencies and limitations
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years of applied experience
* Deep proficiency in reliability, scalability, performance, security, enterprise system architecture, toil reduction, and other site reliability best practices with the ability to implement these practices within an application or platform
* Fluency in at least one programming language such as (e.g., Python, Java Spring Boot, .Net, etc.)
* Deep knowledge of software applications and technical processes with emerging depth in one or more technical disciplines
* Proficiency and experience in observability such as white and black box monitoring, SLO alerting, and telemetry collection using tools such as Grafana, Dynatrace, Prometheus, Datadog, Splunk, etc.
* Proficiency in continuous integration and continuous delivery tools (e.g., Jenkins, GitLab, Terraform, etc.)
* Experience with container and container orchestration (e.g., ECS, Kubernetes, Docker, etc.)
* Experience with troubleshooting common ne...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:25
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job Responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required Qualifications, Capabilities and Skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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 ...
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Type: Permanent Location: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:24
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Within the Asset Management Client Service division the Product Administration Team and has responsibility for supporting the overall management and oversight of a group of Funds including US Mutual Funds, ETF, and Collective Investment Funds in addition to Canadian products including ETFs.
Job Summary
As a Asset Management - Fund Controller - Associate you will support the Production Administration leadership team in executing management and oversight responsibilities for the Funds.
You will consider the market, regulatory, and business environment that they operate within the space.
As a Fund Controller you will participate in and support new fund development and implementation efforts as well as other product related initiatives as they arise.
Job Responsibilities
* Execute risk focused oversight model that address all aspects of Fund Operations including: daily/monthly net asset values, distributions, expenses, implementation of accounting policies, issue identification, management and resolution.
* Evaluate all aspects of proposals (e.g., prospectus language, trading/operational model, distributions, expense structure, etc.) to identify solutions to launch/modify the product.
* Implement the appropriate risk-focused oversight controls.
* Review and sign off of Funds' financial statements and regulatory filings; coordination of all audit efforts with service providers and external auditors; and, executing disclosure control procedures in support of Audit Committee clearance meetings, principal financial/executive officer certifications, etc.
* Review and provide input to all Fund-related regulatory filings (e.g., N-1A), participate in efforts to respond to regulatory requests and inquiries related to the Funds.
* Lead and participate in various Fund related initiatives.
* Develop materials to summarize oversight results to Funds' governing bodies.
* Develop materials to escalate key issues and status of initiatives.
Required Qualifications, Capabilities, and Skills
* 3+ years' experience in the investment management industry.
* Technical and business knowledge of various Fund structures (e.g., mutual collective investment and ETFs) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
* Knowledge and experience across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
* Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
* Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
* Demonstrated thought leadership and the ability to influence and achieve results.
Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:23
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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 within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* 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 further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Seven years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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, expe...
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Type: Permanent Location: Leawood, US-KS
Salary / Rate: Not Specified
Posted: 2025-02-20 07:59:22
