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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 International 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 Associate in the International Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business.
You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.
Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.
Job Responsibilities
* Provide leverage to the Senior Banker on daily client priorities
* Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
* Support the Senior Banker on client hierarchy and pipeline management
* Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities
Required Qualifications, Capabilities, and Skills
* Bachelor's Degree required
* Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Sales/origination experience
* Coachable professional with good business acumen
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Excellent communication skills
* Strong analytical and quantitative skills
* Ability to multi-task and manage priorities effectively
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, ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:13
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Join JPMorgan Chase, a global leader in financial services with operations worldwide and assets of approximately $4 trillion.
Our team offers opportunities in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
Elevate your career with JPMorgan Chase as a Vice President in the Securities Services Planning & Analysis (P&A) Team.
In this dynamic role, you'll lead critical budgeting and forecasting processes, collaborate with diverse teams, and present insights to top-level executives.
Drive financial excellence and make a tangible impact on our global operations by developing comprehensive financial analyses and fostering strong relationships with key stakeholders.
As a Vice President in the Securities Services P&A Team, you will support the Securities Services organization by managing major deliverables and shaping the strategic vision of the business.
Collaborate with stakeholders and senior business leads to manage critical deliverables, contribute to the digital transformation agenda, and drive key regulatory reporting.
Job Responsibilities:
* Manage end-to-end ownership of major deliverables for Security Services sub-businesses, including budgeting, forecasting, and executive reviews.
* Consolidate and analyze financial results, providing actionable insights to business leads.
* Collaborate with Business Management, Product Controller teams, and Securities Services Strategy team on critical presentations and projects.
* Create and deliver robust reporting that forecasts performance and assesses offerings.
* Drive key regulatory reporting, such as CCAR and OCC.
* Assist in developing and presenting qualitative and quantitative financial analysis.
* Conduct deep dive analyses on key issues impacting the business.
* Build and maintain strong relationships with key business stakeholders.
* Lead a team of VPs and Associates, providing strategic direction and mentorship.
* Manage accountabilities and expectations at all levels.
Required Qualifications, Skills, and Capabilities:
* BA/BS in Finance, Economics, Accounting.
* 7 years of relevant FP&A or strategic finance experience in financial services.
* Strong problem-solving skills and ability to address performance and strategy issues.
* Exceptional financial modeling and analytical skills.
* Strong relationship and interpersonal skills for interacting with senior executives.
* Strong communication, executive storytelling, and presentation skills.
* Proficiency in PowerPoint and Excel with high attention to detail.
Preferred Qualifications, Skills, and Capabilities:
* CFA, CPA, or MBA.
* Experience in digital transformation initiatives within financial services.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses a...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:12
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Boise, US-ID
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:10
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The U.S.
Product Marketing team is responsible for creating an industry-leading product marketing experience across all client touchpoints, media, and distribution channels in the U.S.
and Canada.
In an environment that is continuously evolving, how can you help set us apart from our competitors?
As a Product Marketing Manager within Asset Management, you will be responsible for developing engaging and innovative marketing content across a range of asset classes and investment vehicles that showcase J.P.
Morgan's expertise in this highly competitive industry.
You will have experience distilling complex topics into creative and compelling stories, deep collaboration with stakeholders, and a command of best practices for developing content for a broad and evolving range of marketing deliverables.
You will have in-depth knowledge of investment products, understand the competitive landscape, and be well-versed in how the asset management marketplace continues to grow and change.
Job responsibilities:
* Lead the development of engaging, client-centric, and innovative product content through creative thinking and deep product knowledge, including product collateral, digital content, social media posts, campaign components, and thought leadership.
* Partner across Marketing, Investments, Product Strategy, Sales, and business partners to execute on cross-channel content strategies that support our strategic initiatives and drive financial advisor and institutional investor engagement.
* Execute with excellence.
Support multiple initiatives simultaneously, deliver industry-leading product content, and adhere to deadlines in a fast-moving environment through planning, project management, and communication.
* Become an expert in our focus strategies, strategic initiatives, industry landscape, and trends to deliver the most impactful and compelling product content.
* Leverage engagement metrics and feedback to continuously optimize content for greater impact.
* Develop and deepen skills for leveraging Artificial Intelligence and Large Language Model tools to develop content and drive efficiencies.
Required qualifications, capabilities, and skills:
* 7+ years of investments marketing experience and a demonstrated track record of success and increased responsibilities.
* In-depth knowledge of fixed income, equities, alternatives, and retirement strategies across multiple vehicles, including institutional strategies, mutual funds, ETFs, SMAs, and Model Portfolios.
* Extensive experience developing marketing content for print, web, mobile, audio, video, and social media platforms that demonstrate creative thinking and innovation.
* Excellent writing skills and the ability to partner with and provide direction to investment writers, editors, proofreaders, and designers.
* Ability to communicate clearly and succinctly to all levels of management and stakeholders through both written communications and pr...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:10
-
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: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:09
-
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: Bozeman, US-MT
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:08
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JPMorgan Chase is seeking a Senior Associate to join our Asset/Liability Management Analytics team within the Treasury/Chief Investment Office (T/CIO).
As a Senior Associate in our Asset/Liability Management Analytics team within the Treasury/Chief Investment Office, you will be focusing on Interest Rate Risk (IRR) analytics and strategy.
You will be involved in both business as usual ALM processes and strategic initiatives around balance sheet analysis.
This includes measuring the firm's interest rate risk, understanding balance sheet composition and main promoters of IRR under a range of scenarios, conducting analyses around balance sheet strategy and financial products leveraging large data sets, and communicating analytics to management and partners across the firm.
Job responsibilities:
* Create IRR analytics at the product, line-of-business and firm level including: earnings-at-risk, duration, future duration, and valuation sensitivity
* Create and present IRR analysis to senior management for strategic decision making
* Handle ad-hoc requests from various stakeholders to form and execute firm's balance sheet strategy
* Partner with TCIO portfolio managers, TCIO research, line of business treasury groups, firm wide planning and analysis, IRR reporting/production team, risk oversight, model risk
* Perform as a product level expert with detailed understanding of IRR for specific product categories (e.g.
investment securities, wholesale or retail deposits, mortgage loans, auto loans, credit card loans, wholesale funding), including underlying source data analysis, product attributes and assumptions, valuation models, product balance forecasts
* Utilize analytical and programming skills to investigate and analyze product and firm level interest rate risk metrics
* Develop, improve and implement product level cash flow models
* Use tools and knowledge to assist production team to implement advanced IRR analytics and analysis
Required qualifications, capabilities and skills:
* 3+ years of of finance/banking industry experience
* CFA/MBA/Masters degree
* Programming skills (Python, SQL)
* Knowledge of fixed income instruments, banking book products and interest rate risk
* Strong analytical and quantitative, investigative problem-solving, and decision making skills
* An organized self-starter and quick learner with the ability to work under pressure, prioritize multiple tasks, and bring tasks to complete closure
* Finance, Risk or Asset-Liability Management experience
* Experience working with large data sets
* Strong technical skills in Excel and PowerPoint
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 to...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:07
-
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Supply Chain Finance Supplier Sales Associate within our Trade and Working Capital team, you will be instrumental in supporting the North America Supply Chain Finance business.
Your role will involve close collaboration with Program Managers and you will be assigned a portfolio of programs to promote enrollment activity.
You will be part of the Supply Chain Finance Supplier Sales team, tasked with actively marketing the early payment solution to suppliers, engaging with the buyer organization, and managing the supply chain finance programs within the region.
Our global clients are increasingly focused on the effectiveness of Trade Finance providers in delivering and executing solutions that aid in the support of their businesses and working capital objectives.
Your role will also involve enhancing the client experience through a continual review of end-to-end process improvement, tools, and organizational structure to determine what we need to do to make it easier to acquire, onboard, and serve clients.
Trade & Working Capital (T&WC) is a division of J.P.
Morgan Payments.
For more than 200 years, J.P.
Morgan has helped clients make trade payments, access liquidity, and manage risk.
We connect counterparties with market-leading Supply Chain Finance, Receivables Finance, Contract Finance, Working Capital Lending, Export Agency Finance, and Traditional Trade solutions.
Our institutional strength, practical expertise, comprehensive technology, and financial partner network enable us to deliver global solutions, when and where our clients need them.
Leveraging one of the worlds largest Trade Finance investor networks, we scale funding to support this growing asset class on a global basis.
Job responsibilities:
* Deliver a superior client experience while driving program ramp to achieve revenue growth for the Global Trade business
* Design and execute a supplier enrollment/sales strategy and calling plan for each respective assigned program
* Leverage the JPMC Commercial & Middle Market banking network to drive supplier engagement by collaborating with Relationship Managers and Coverage Bankers
* Partner with the program manager for each respective program to provide relevant insights into program growth, supplier participation patterns, and other observed trends
* Manage ongoing strategic supplier relationships, identifying and solutioning any issues or risks
* Assist in negotiating terms and conditions with suppliers to ensure mutually beneficial agreements
* Track and report on key performance indicators (KPIs) related to supplier engagement and program success
* Work closely with counterparts in other regions to coordinate activities...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:06
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive in Middle Market Banking, your role is to act as an "individual contributor" to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space.
You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs.
As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
Relationship Executives develop a weekly sales plan prioritizing revenue generating sales opportunities and are responsible for cultivating referral sources, institutionalizing relationships and calling.
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 plus years direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelors degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
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...
....Read more...
Type: Permanent Location: Des Moines, US-IA
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:05
-
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 ...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:04
-
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 ...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:04
-
Are you customer focused, enjoy building relationships and leading a team? You have found the right team
As a Treasury Sales Group Manager in Commercial Real Estate, you will lead and develop Treasury Management officers and associates.
You will play a key part in delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team.
You will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
You will use your deep understanding of the treasury and leadership skills to develop and execute a strategy localized to market, growth, and product.
Job responsibilities
* Lead, hire, and manage a team of Treasury professionals to drive revenue through speed to market, deepening relationships, and excellent client experience
* Leads with direction and coordination building successful relationships internally and externally
* Direct client interaction focused on client experience
* Monitors staff performance, provides appropriate coaching, recognition and feedback
* Builds collaborative internal relationships with Segment and Industry Treasury Sales Team, bankers and other internal partners
* Participates in partner meetings and communicates key Treasury Management messages in a timely and accurate manner
* Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
* Develop and implement client, market, people, and business strategies
Required qualifications, capabilities, and skills
* 5+ years of treasury sales and industry experience
* 3+ years of demonstrated leadership experience driving new business, building relationships and successfully partnering for a positive experience for all involved
* Deep knowledge of treasury products and solutions
* Highly motivated, independent worker within a team-oriented culture
* Excellent client management skills
* Ability to communicate and present to large groups
* Demonstrated sales coaching abilities including successful sales and marketing skills
Preferred qualifications, capabilities, and skills
* Familiar with Microsoft Word, Excel, and PowerPoint
* Bachelor's degree; advanced degree preferred
* Superior analytical and quantitative skills
* Exceptional verbal and written communication skills
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, experien...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:03
-
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: Spokane, US-WA
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:02
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If you are passionate about servicing and delivering solutions to clients, you have found the right team!
As a Client Manager Associate in the Escrow and Paying Agency Team, you will report into the Escrow and Paying Agency Team Lead and will be responsible for innovation, managing a portfolio of Escrow and Paying Agent relationships, and overseeing all aspects of account management.
The Client Manager will work in collaboration with teammates and accountability for all aspects of the Escrow and Paying Agent transactions.
JPMorgan Liquidity & Account Solutions ("L&AS") works with global clients with complex cash management needs who operates across multiple countries, currencies, legal entities, and time zones, including multi-national corporations, high-growth technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers.
Our advanced, end-to-end solutions which combine physical, notional and virtual techniques enable our clients to achieve visibility, control and optimization of working capital.
Job Responsibilities:
* Provide strong customer service by responding quickly and accurately to client requests, offering solutions to client needs, and developing and maintaining client relationships.
* Manage client accounts, including initiating payments upon client instruction while ensuring that overdrafts and operating losses are avoided.
* Review, action and approve account ticklers (reminders) in a timely manner.
Ensure all account information is kept up-to-date and monitor account risks.
* Analyze legal agreements and supporting documentation from M&A shareholders to make decisions on funds release.
* Ensure all account activities comply with the relevant governing escrow and paying agency agreement and JPMorgan policies and procedures, including account documentation, callbacks, investments, billing, account setup, and account termination.
* Partner with Middle Office, Product Management and Sales to maximize new business opportunities with existing client base.
* Provide strong customer service by responding quickly and accurately to client requests, offering solutions to client needs and developing and maintaining client relationships.
* Participate in and lead special projects to improve process efficiencies and the client experience, including the timely and accurate completion of project-related deliverables.
Required qualifications, capabilities, and skills:
* Bachelor's Degree in Business or Finance
* 2+ years of work experience in financial services
* Familiarity with legal agreements through past work experience
* Ability to excel working in a fast-paced, client-focused environment that requires problem solving and strong attention to detail
* Team player, proactive, multitasker, strong organizational skills, strong attention to risk controls.
* Strong verbal and written communication skills; ability to build strong...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:01
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Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence
As a Product Director in Digital & Platform Services (D&PS) Strategy, you lead innovation through the development of products and features that delight customers.
As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.
You will be an integral to the newly established Client Relationship Management (CRM) Transformation Program, responsible for developing a singular, consistent, and comprehensive view of clients by connecting data across various lines of business solutions and external sources.
In this role, you will be advancing the strategic vision and execution of a comprehensive data platform that delivers a unified view of client interactions and insights across the Commercial & Investment Bank (CIB).
You will oversee a cross-functional team to design, construct, and manage a robust data platform that aligns with the CRM program's objectives, enhancing client engagement and fostering business growth.
You will drive initiatives to ensure data quality and compliance while integrating data from diverse sources to provide actionable insights.
Job Responsibilities
* Oversees the product roadmap, vision, development, execution, risk management, and business growth targets.
* Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth.
* Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives.
* Owns product performance and is accountable for investing in enhancements to achieve business objectives.
* Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation.
* Develops and executes a strategic vision for the Client 360 Data Platform as a foundational product, ensuring alignment with the CIB-wide CRM program and broader organizational goals.
* Oversees the design and implementation of the data platform, focusing on key components such as data ingestion, consumption, analytics, observability, lineage, and entitlements.
Ensure the platform supports a unified view of client interactions.
* Leverages advanced analytics, including machine learning and AI, to derive insights from integrated data and third-party sources, developing comprehensive client profiles that...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:00
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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: Greeley, US-CO
Salary / Rate: Not Specified
Posted: 2025-02-22 07:55:00
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Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges.
In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey.
As a Senior Product Delivery Associate in Data Center Applied Engineering team, you are trusted with enabling the delivery of products in a stable and scalable way.
Work with cross-function teams, build key relationships, and enable the product to continuously deliver value.
In this role, you will utilize your experience in designing customized solutions to understand project requirements, implement them into the infrastructure, and they are met.
As part of the Data Center Applied Engineering team, you will collaborate with network engineers to provide switching and routing services for JPMorgan Chase's global enterprise network, focusing in the data center portfolio.
Your responsibilities will include planning, installing, managing, decommissioning, and maintaining the integration of the data center enterprise network.
You'll be part of a close-knit team of technology enthusiasts and have the opportunity to connect with top experts in the field through JPMorgan Chase's global technology community and partnerships with leading technology firms worldwide.
Job responsibilities
* Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies
* Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements
* Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources
* Analyze the organization's business needs and then implement, and maintain the network infrastructure to support those business needs.
* Create network plans, document existing and proposed network infrastructure, maintain relationships with technical solution providers.
* Interface with LOBs, vendors, and other technical representatives on developing network solutions related to deploying network services in the data center.
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Demonstrated performance in either product management or relevant domain area
* Experience executing operational management and change readiness activities
* Experience in product deployment processes
* Bachelor's Degree or above, Minimum 5 years of technical and network design experience within a large enterprise environment,
* 5 years of experience in various routing technologies (BGP, OSPF, IS-IS) & related experience with Cisco products (routing/switching--Nexus Series, Catalyst, etc.) or relevant experience in key competitor offeri...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:59
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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 Vice President in Balance Transfer and Marketing Eligibility team, you will be responsible for the development and maintenance of credit card strategies for existing accounts.
You will have direct ownership and accountability for a defined group of portfolio risk strategies with a focus on managing credit losses and profitability.
This role will focus on portfolio strategies such as balance transfer and Portfolio Offer Engine strategies and will seek to optimize segmentation, targeting, performance, and decision profitability.
Job Responsibilities
* Have direct ownership and accountability of initiatives for balance transfer and portfolio offer engine strategies.
This includes oversight of eligibility rules, strategy segmentations, and financial assessment.
Candidate will work together with multiple business partners to implement changes to the strategy, and communicate performance and future expectations to multiple levels
* Develop and apply mathematical or statistical theory using analytic tools (SAS, SQL etc.) to collect, organize, interpret, and summarize numerical data sets from multiple sources to develop the best in class risk strategy.
Candidate must have excellent SAS/SQL skills
* Recognize opportunities and enhancements to existing strategies to improve overall financial performance, customer experience and execution quality
* Design, implement, track, and report on new strategies in a Test vs.
Control environment.
Follow a disciplined analysis approach to ensure recommendations taken to Senior Management result in correct decisions
* Effectively develop and communicate creative solutions to business unit management
* Work with execution team to implement, validate, and monitor the strategy quality and its performance; ensure robust control and governance to manage operational risk
* Help spearhead best in class documentation and audit controls surrounding portfolio lending strategies
* Develop and maintain comprehensive controls to ensure processes are executing as designed and perform root cause analysis on trends against these strategies and processes.
Where issues arise, must be able to recommend and implement appropriate resolutions
* Act as a leader and mentor to junior analysts to understand data and find innovative solutions to complex business problems
Required qualifications, capabilities, and skills
* 6+ years of risk management or financial services experience
...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:58
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Bring your expertise to JPMorganChase.
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 an Intraday Payments Risk Vice President on the Commercial and Investment Bank (CIB) Wholesale Credit Risk (WCR) Intraday Payments team, you will monitor and conduct real-time Credit Decisions (Approval/Rejection/Escalation) of Intraday payments to make credit decisions based on factors including knowledge of clients credit characteristics (risk grading, structure of intra-day facilities), portfolio of business with the firm, complexity of payment products/arrangements, historical patterns and using general credit acumen.
You will execute sound risk management decisions within credit authority levels and within the firm's policy and procedures and serve as a Subject Matter Expert for WCR on the payments Lines of Business, product offerings, payments flows and systems.
Job Responsibilities
* Daily review and approval of Intraday overdrafts using Credit authority.
* Advise Credit Officers and the Business for large and/or complex intraday situations.
* Learn client behaviors in relation to underlying business activity to identify abnormal behavior and proactively prepare for events based on market activity or upcoming events.
* Participate in client, event and country crisis management/Rapid Exposure Drills (RED) risk mitigation actions including first line of contact with the Payments Command Center.
* Develop strong working relationships with Sales, Client Service, Operations, Risk Stripes and functional partners (finance) as needed.
* Work with senior team leads to make decisions balancing the best interests of the firm and clients, to maximize beneficial outcomes.
* Develop a working knowledge of how products help clients achieve their goals while at time creating Risk for the firm that needs to be monitored, controlled and reported.
* Assist in developing policy and procedure to drive governance, awareness and control across Credit Risk with regards to Payments and line resizing recommendations during annual client reviews on Cash Products.
* Own executing against daily deliverables and own and contribute to medium/long-term projects (with opportunities to run and participate in committees, working groups and help drive the technology agenda).
* Continually challenge and improve Risk reports and views and support the Payments Chief Risk Officer as needed.
Required Qualifications, Capabilities and Skills
* Bachelor's degree
* 7+ years of direct experience in Credit or translat...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:57
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Bring your expertise to JPMorgan Chase.
As a Strategic Analytics Associate in 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 Strategic Analytics Associate within the Risk Team, you will generate insightful analytics and provide recommendations concerning strategy development, implementation, operational controls, and performance monitoring..
Job Responsibilities:
* Develop and maintain periodic analytics to provide management with full insight into emerging trends and the quality of the originated accounts
* Attain a detailed understanding of key performance metrics and profitability drivers, enabling the delivery of insights encompassing the full account lifecycle
* Acquire an understanding of the operational processes (e.g.
manual underwriting, portfolio management, collections) which will aid in understanding acquisition performance drivers
* Conduct ad hoc analytics and contribute to various projects representing Risk Management
* Work both independently and collaboratively to complete analytical tasks; starting with problem identification, analysis of large & complex data and formulating concise conclusions with actionable recommendations
* Leverage champion/challenger capabilities to develop and maintain credit strategies
* Leverage latest tools and capabilities to identify loss trends and make changes to the credit strategy
Required Qualifications, Skills, and Capabilities:
* BS degree and minimum 5 years Risk Management or other quantitative experience required.
* Background in statistics, econometric, or other quantitative field required
* Advanced understanding of SAS, Python and Machine Learning Techniques
* Ability to query large amounts of data and transform the raw data into actionable management information
* Familiarity with risk analytic techniques
* Strong analytical and problem-solving abilities
* Strong written and oral communication skills and executive presence
Preferred Qualifications, Skills, and Capabilities:
* Credit Card Risk Management experience preferred
To be eligible for this role, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this role.
Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Chase is a leading financial services firm, helping nearly half of Amer...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:57
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Join our dynamic team in an innovation-driven environment, where your motivation and expertise will contribute to the success of our Commercial & Investment Bank.
As a Product Manager within the PricingDirect & Data Products team, you will play a crucial role in a revenue-generating group that provides independent pricing, data, and analytics for fixed income and derivative instruments.
Your responsibilities will be central to delivering pricing and data solutions that are essential for our clients' investment decisions and risk management strategies.
Our goal is to offer top-tier pricing and data products by capitalizing on our comprehensive market expertise and unique positioning.
We strive to enable our clients to meet their business goals while bolstering J.P.
Morgan's standing as a market leader in financial products in the digital realm.
Job Responsibilities:
* Identify and explore new product growth opportunities by autonomously developing innovative ideas and solutions.
* Collaborate with PricingDirect evaluators and institutional clients to deepen market knowledge and improve understanding of market pricing and data.
* Oversee the entire lifecycle of Data Products, from curation and management to go-to-market strategy, to effectively meet client needs.
* Collaborate with internal teams to identify opportunities for monetizing data assets and deliver unique, commercially valuable proprietary content from J.P.
Morgan.
* Manage the full product development lifecycle and facilitate cross-selling opportunities across JPM platforms.
* Address stakeholder concerns promptly, ensuring exceptional service and quality through emails, calls, or in-person meetings.
Required Qualifications, Capabilities and Skills:
* A minimum of 6 years of professional experience in the financial services sector.
* Bachelor's degree or higher, ideally in a STEM field such as Computer Science, Financial Engineering, Mathematics, Physics, Finance, or Economics.
* Ability to gather and analyze large volumes of market data, distill key insights, and integrate findings into valuation frameworks and processes.
* Excellent interpersonal, problem-solving, and planning abilities, essential for collaboration with various product, technology, and governance teams.
* In-depth knowledge and/or experience with complex financial instruments
* Experience collaborating with technology teams to develop product roadmaps, prioritize project tasks, and effectively communicate product requirements to a technical audience.
Preferred Qualifications, Capabilities and Skills:
* Pursuing or having completed CFA Level 1 is preferred.
* Experience in Python is preferred.
* Preference for expertise in Fixed Income financial instruments
* Experience using LLMs to enhance day-to-day productivity.
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Please note ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:56
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About the Global Mortgage Solutions Business
The Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank individuals with balance growth of approximately 25% over the past 4 years.
The Global Mortgage platform currently serves the US and EMEA clients of the Global JPMorgan Private Bank (GPB) for residential mortgages secured by properties in the US, UK, and French markets.
The Global Mortgage Solutions team includes a large team of approximately 100 Mortgage Specialists in multiple global locations who work with clients and bankers to guide them in their mortgage and home equity lines of credit needs and approximately 30 member global mortgage product team.
Global Mortgage Product
The Head of Mortgage Product is responsible for the end to end product management including strategic planning, creation, design, launch and lifecycle management of all mortgage & HELOC financial products offered in the US Private Bank and International Private Bank (UK, France) and the end to end platforms/products (from client facing applications, point of sale and loan origination) that enables the mortgage offering.
The Head of Mortgage Product is a business function and expected to have a deep understanding of the mortgage business, its process and regulatory complexities and reports into the Global Head of Mortgage Solutions.
The Mortgage product team aims to enable the mortgage and HELOC growth by innovating, bringing strategic insights and efficiencies.
It also helps adapting to a dynamic regulatory framework.
To achieve its goals, the product team partners closely with the Mortgage Specialists and the Mortgage Operations teams and GPB market (sales) functions for the elaboration and design of all products and features as well as various functions such as Technology, Legal, Risk, Compliance and Marketing to build, design and deliver solutions that enhance client experience and achieve business objectives.
Role Overview
The successful candidate will lead the global product team and will have the responsibility to enhance the strategic product vision and drive its implementation.
This will be achieved through understanding the mortgage products and its economics, its features for clients and advisors, the technology platforms and the ability to reimagine processes, products and the mortgage industry.
Strong communications skills are essential for this role as it will be crucial to obtain buy-in and funding for the global product roadmap.
The Head of Mortgage Product will be working very closely with the Global Head of Mortgage Solutions, EMEA Head of Mortgage Solutions, regional U.S.
Mortgage Team Leads, Head of EMEA and US Mortgage Operations and the WM Solutions Product office and expected to represent the team at various senior Product forums.
Leadership skills are essential to lead a team of directs that will be managing the array of programs and product work and various stakeholders ranging ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:55
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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
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 fina...
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Type: Permanent Location: Rossford, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:55
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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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:54
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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
Hughes Supply is one of those trade names and is looking for a Customer Service Representative at their Huntersville, NC location .
Are you friendly and do you thrive on providing great customer service? Are you knowledgeable and service oriented? Are you an excellent communicator? If so, we'd like you to join our team as a Customer Service Representative.
About the Role:
You will:
* Accurately process Sales Orders and Bids generated through telephone sales transactions.
* Assist customers who pick up their order at our Profit Center.
* Find innovative ways to grow sales with existing customers and become their trusted advisor.
* Identify opportunities for value-added services and articulate our solutions.
* Investigate and resolve customer problems and address pricing deductions and material returns timely and in accordance with Company policy and procedure, following up to ensure resolution and customer satisfaction.
* Process Inside Sales returns and refund paperwork in accordance with Company policy and procedure.
* Communicate to the Profit Center Manager and Credit Manager any changes in a customer's business that might cause a credit risk.
* Complete various daily, weekly and monthly reports.
* Support the Product Manager's activities as needed.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* Experience in customer service or inside sales
* Knowledge of products sold in the Profit Center preferred
* Must be at least 18 years of age
* Must have a valid drivers license
Our ideal candidate will also:
* Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via e...
Hajoca Corporation Job 7594 by eQuest
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Type: Permanent Location: Huntersville, US-NC
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:53
