-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately100-130 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of bu...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:58
-
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: Larchmont, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:57
-
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: Medford, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:55
-
Join a team modernizing how we build cobrand card products.
Help us create intuitive platforms and capabilities that scale, perform, and delight customers.
As a Senior Associate Product Manager in the Card Cobrand Platform, you design and deliver modern product capabilities that improve scalability, reliability, and customer experience.
You lead discovery, define clear requirements, and partner with engineers and designers to ship meaningful releases.
You translate insights into roadmaps and metrics that keep teams aligned and accountable.
You focus on outcomes, simplify complexity, and make it easier for us to build what matters.
Job Responsibilities
* Engage customers and users to validate pain points and shape value-focused solutions.
* Co-develop product vision and roadmap aligned to business goals and partner needs.
* Translate discovery into epics, features, and user stories with clear acceptance criteria.
* Prioritize backlog and manage scope to deliver frequent, high-quality releases.
* Collaborate across engineering, design, data, risk, and operations to unblock delivery.
* Partner with external teams to define shared use cases and requirements.
* Define and track key metrics to measure adoption, performance, and value.
* Ensure compliance with relevant requirements and promote secure-by-design practices.
* Conduct market and competitor research to inform differentiation and prioritization.
* Support go-to-market plans, release readiness, and stakeholder communications.
* Maintain product artifacts including PRDs, roadmaps, and release notes.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in computer science or a related engineering field.
* 3+ years of product management experience in financial services, fintech, or payments.
* Strong product discovery and delivery skills within agile teams.
* Experience defining epics, features, and user stories with testable outcomes.
* Ability to analyze data and make evidence-based decisions.
* Strong written and verbal communication with the ability to influence without authority.
* Experience collaborating in cross-functional, matrixed environments.
* Working knowledge of modern web and mobile product development.
* Familiarity with APIs, data concepts, and cloud-hosted applications.
* Proven ability to manage multiple priorities with structure and clarity.
* Customer-focused mindset and commitment to continuous improvement.
Preferred Qualifications, Capabilities, and Skills
* Experience with payment processing, card issuance, or partner-led products.
* Background in building platform capabilities or reusable product components.
* Exposure to go-to-market planning and product enablement.
* Experience defining product KPIs and OKRs and acting on insights.
* Familiarity with design thinking and creating wireframes or mockups.
* Expe...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:55
-
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: Worcester, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:52
-
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: Westford, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:50
-
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: Reading, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:49
-
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: Springfield, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:48
-
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: Marlborough, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:48
-
Join JPMorganChase as a Financial Advisors Transition Team Specialist, partnering with newly recruited JPMorgan Advisors teams to onboard clients, streamline account transitions, and train advisors on firm systems and best practices while serving as a cross-functional liaison to deliver a seamless, compliant client experience.
Financial Advisors Transition Team Specialist
Job Responsibilities
* Acting as a Transition Associate within JPMorgan Advisors, you'll be embedded with newly recruited teams to actively transition their clients and businesses.
* Involves extensive Financial Advisor and client contact; you will engage in all activities that touch prospective or existing clients of the newly recruited Advisor and support team.
* Serve as a day-to-day training resource to new Financial Advisors and their existing support staff on JPMorgan Advisors procedures, systems, and best practices.
* Interact with Financial Advisors and clients across diverse products; responsibilities include mastering product-specific applications, building relationships with internal product and platform teams, ensuring completion of required training by the new team, and supporting general acclimation to JPMorgan Advisors.
* Serve as a liaison between the sales team, branch management, compliance and supervisory teams, client onboarding, and various other business units throughout the firm.
* Partner with Client Onboarding Group on the account opening process for all new clients (brokerage, managed, credit, and deposits); manage and track outgoing and incoming account documentation, review client documentation for accuracy and completeness, and collect account-specific information while operating in compliance with regulatory procedures.
* Review client account activity daily to ensure overall accuracy, ACAT processing, proper settlement of transactions, and reconciliation of sales credits and fees.
* Train new support teams to perform account maintenance, including money transfer requests, address changes, and related updates.
* Complete ad hoc Financial Advisor and client-related projects as needed.
* Potentially serve as an informal team lead for onboarding efforts, including status reporting and executive summaries.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree or equivalent experience required.
* Ability to travel domestically up to 75% and for extended periods of time.
* Proven ability to work independently and manage multiple responsibilities with a high degree of accuracy in a high-pressure environment.
* High proficiency with Microsoft Word, PowerPoint, and Excel.
Preferred Qualifications, Capabilities, and Skills
* FINRA Series 7 and 66 preferred but not required.
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 miss...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:46
-
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: Westborough, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:45
-
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: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:44
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Orlando, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:43
-
Join a high-impact team shaping credit strategy across consumer and small business lending at JPMorganChase.
Leverage Chase's cross-line-of-business data and your advanced analytics skills to surface emerging risks, guide portfolio decisions, and protect customers through cycles.
You'll operate at the intersection of data science, macro insights, and credit risk, presenting timely intelligence to senior CCB (Consumer and Community Bank) Risk leaders.
If you thrive in dynamic environments and love turning complex data into clear actions, this role is for you.
As a Vice President, Data Scientist in the Chase 360 Payment Analytics team within CCB Risk Insights, you will leverage cross-LOB customer data to generate insights on consumer and small-business health, inform and influence credit strategy, and build attributes that power credit models and decisions.
You will own end-to-end analytical work-from data engineering and feature development to modeling, interpretation, and executive storytelling-delivering timely, high-impact insights and dashboards that influence strategic choices across Card, Auto, Home Lending, and Business Banking.
You will independently research emerging risks, synthesize external publications and data releases, and partner across Chase 360 to drive scalable solutions and measurable business outcomes.
Job Responsibilities:
* Generate timely insights on consumer and small-business health using cross-LOB data to identify, quantify, and monitor emerging credit risks.
* Inform and influence credit strategies across Card, Auto, Home Lending, and Business Banking with data-driven recommendations and scenario analysis.
* Engineer and maintain high-quality attributes/features to support credit models, segmentation, and policy execution.
* Design and execute advanced analytics (e.g., risk segmentation, early-warning signals, stress indicators) to track portfolio trends and headwinds.
* Build and automate dashboards and recurring reports that translate complex analytics into clear, actionable leadership narratives.
* Conduct independent research on macro, industry, and payment trends; connect external developments to portfolio risks and opportunities.
* Analyze peer publications and public data releases to produce differentiated viewpoints for CCB Risk leadership.
* Partner with data engineering, model, and product teams to operationalize insights and ensure scalability, resiliency, and governance.
* Manage cross-functional projects end-to-end, aligning stakeholders, defining milestones, and delivering on time in a fast-paced environment.
* Communicate findings to technical and non-technical audiences, using crisp narratives, visuals, and executive-ready materials.
* Champion best practices in code quality, reproducibility, and model/metric documentation to elevate team capabilities.
Required Qualifications, Capabilities, and Skills:
* Advanced degree (MS preferred) in s...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:41
-
Join a high-impact team shaping how customers experience our Lifestyle Products through data, analytics, and AI.
You will translate strategy into action, build industry-leading data assets, and deliver measurable business outcomes.
Partner across product, design, technology, and modeling to turn insight into impact.
Champion data quality, governance, and controls as you elevate our analytics maturity.
Lead and develop a diverse team while promoting an inclusive, collaborative culture.
As the Head of Analytics on the Chase Offers Team, you translate our strategic priorities into a clear data and analytics vision that delivers growth and better customer experiences.
You partner with product owners and functional leaders to apply machine learning and AI, automate analytics, and tell a unified story across teams.
You build industry-leading data assets, ensure our digital experiences capture the right signals, and continuously improve self-service for product, design, and technology.
You lead with influence, communicate complex ideas simply, and drive measurable business impact while upholding strong governance and controls.
Job responsibilities
* Translate strategic priorities into a data and analytics roadmap and outcomes.
* Organize and align analytics support for each functional leader and product owner.
* Apply machine learning and AI to grow the business, solve problems, and improve customer experiences.
* Automate repeatable analyses and elevate data visualization for decision-making.
* Conduct deep-dive analyses and partner with Modeling Center of Excellence on predictive models.
* Build industry-leading data assets and ensure digital experiences capture essential behavioral signals.
* Integrate behavioral, transactional, and customer feedback data to enhance digital journeys and funnel conversion.
* Prioritize analytics roadmaps with stakeholders and flex team capacity across priorities.
* Influence senior stakeholders, communicate insights clearly, and drive adoption and action.
* Lead, coach, and develop a diverse analytics team; engage external communities to attract talent.
* Own data risks and controls, ensuring data quality, appropriate use, and support of firmwide governance initiatives.
Required qualifications, capabilities, and skills
* 6 years of experience as a data or analytics executive or in a closely related field.
* Experience in financial services, retail, digital, or consulting.
* Demonstrated ability to drive revenue and measurable business outcomes.
* Proven leadership managing large, diverse teams with a strong coaching and development focus.
* Strong influencing and communication skills with senior executives; ability to simplify complex ideas.
* Process- and controls-oriented leadership with robust governance and controls understanding.
* Strong understanding of business controls and data risk, including data quality and appr...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:40
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:38
-
Become an integral part of Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Wealth Management, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least three years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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 cit...
....Read more...
Type: Permanent Location: Cherry Hill, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:38
-
Bring your expertise to JPMorgan Chase and help shape the future of risk management in a world-class organization.
As part of Risk Management and Compliance, you'll be at the center of keeping JPMorgan Chase strong and resilient, using your expert judgment to solve real-world challenges that impact our company, customers, and communities.
Our culture is built on innovation, challenging the status quo, and striving to be best-in-class.
Join a team that values outside-the-box thinking and empowers you to drive meaningful change.
Make a lasting impact by developing strategies that balance growth, risk mitigation, and customer experience.
As a Vice President, Portfolio Risk Management in Chase Card Services, you will be responsible for overseeing new and emerging risks for the business card portfolio.
You will collaborate with senior leaders across Risk Management, Finance, Lending, and Card Business Units, as well as internal and external stakeholders, to ensure strategies drive strong financial performance and robust risk controls.
This role offers the opportunity to lead innovation, influence key decisions, and shape the future of risk management in a dynamic, high-impact environment.
Job Responsibilities:
* Drive risk strategy and innovation by partnering with cross-functional teams and business leaders
* Manage Business Card Strategies for portfolio pricing and/or My Chase Loan.
Conduct risk analysis, generating thoughtful recommendations, building and optimizing risk strategies, working with partners to get strategies implemented, ensuring operational controls, and monitoring performance.
* Collaborate with senior leaders to drive strategic initiatives and influence key business decisions
* Lead inclusively with purpose, integrity, and a focus on continuous professional development and talent management
* Represent Portfolio Management Risk at the leadership table, contributing to strategic direction
* Work with Risk, Lending, and IT teams to launch risk strategies and capabilities, emphasizing strong testing and controls
* Manage risk strategies to drive financial performance and loss mitigation improvements
* Innovate to ensure optimal strategy performance and adaptability to changing business needs
* Partner with Risk Governance, Legal, and Compliance to ensure policies meet regulatory requirements
* Communicate regularly with internal constituents and external regulators to review and enhance risk management practices
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in a quantitative discipline from an accredited college/university
* Minimum 6 years of experience in the Consumer/Business lending industry
* Strong knowledge and understanding of Consumer/Business Credit laws and regulations
* SAS, SQL, and statistical analysis experience
* Proven ability to develop effective controls and manage risk in a complex environment
* Expertise ...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:35
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Valencia, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:34
-
Join our dynamic Payments organization, a team of talented product managers dedicated to innovating payment services on key platforms.
We aim to revolutionize customer experiences, streamline our business processes, and consistently strive for product excellence.
If you're an analytical thinker with a passion for problem-solving and delivering cutting-edge digital payment solutions, you've found your team.
As a Senior Product Associate inthe Commerce Payments team, you will focus on delivering seamless digital payments experiences that enable and encourage customers to use Chase cards wherever, whenever, and however they want to pay.
You will work on defining, building, and enhancing key payments experiences and platform capabilities related to digital wallets and ecommerce, as well as supporting ongoing product health and performance.
You will partner with Product Leaders and key stakeholders across the organization to develop, launch and manage features including product discovery, product research, requirements gathering and definition, writing user stories and acceptance criteria, and owning issue resolution.
Job responsibilities
* Drive requirements gathering, analysis, and documentation for customer features, collaborating closely with cross-functional teams to deliver seamless user experiences.
* Collaborate with product, analytics, business, and engineering partners to lead and develop product and design strategies
* Define, prioritize and clarify user stories; working with other Product Managers, engineering leads and the leadership team
* Collaborate with UX/UI designers and engineering teams to deliver intuitive, high-impact mobile experiences, ensuring that customer needs and pain points are addressed throughout the product lifecycle.
* Work with business stakeholders and the India engineering team to maintain a healthy backlog and provide visibility across the enterprise, including at the executive level
* Maintain the functional quality of the work being delivered by setting and evaluating expectations and acceptance criteria
* Collaborate with the Agility Leads to run successful Release Planning and Sprint Planning sessions, as well as Sprint Reviews and Retrospectives
* Work closely with developers and testers to ensure requirements and functional designs are translated accurately into working technical designs, test plans and scripts, that will drive desired outcomes
* Conduct pre-release reviews which could include regression testing and Quality assurance to certify the release as production ready, as well as production validation for releases.
Work closely with Product leads, developers, operations and production management teams to research and solve issues or defects that impact our customer experience.
Required qualifications, capabilities, and skills
* 3+ years of experience in product management, financial services, and digital.
* Passion for understanding custom...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:33
-
Redefine what's possible in Card Services at JPMorganChase .
We see your ambition-and share it.
Imagine your talent with JPMorganChase behind you.
Delivering payment solutions that millions of customers rely on as part of a team that values fresh thinking, encourages your growth and offers the scale that multiplies your impact.
Shape the future of finance where ambition meets possibility.
As a Senior Product Delivery Associate in Lending Innovations, 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.
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
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
Preferred qualifications, capabilities, and skills
* Developed knowledge of the product development life cycle
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on divers...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:32
-
Join a collaborative team where your financial insights shape how we invest, operate, and grow.
You'll partner across Finance and Business Management to deliver high-impact analysis and executive-ready insights that drive better decisions.
We value curiosity, clear communication, and the confidence to challenge the status quo.
As a Payments Operations Financial Analysis Vice President in the Finance Management team within Finance & Business Management (F&BM), you provide strategic financial analysis, oversee budgeting and forecasting, and deliver value-added reporting that informs leadership decisions.
You will build trusted relationships across Payments Operations, strengthen financial controls, and help standardize reporting across lines of business.
Job Responsibilities
* Lead annual budgeting and forecasting aligned to business drivers, initiatives, and investments
* Deliver accurate, timely monthly financial reports and assessments, including dashboards and business review materials, with insightful trend analysis
* Build end-to-end financial analysis and operational metrics reporting to inform decision-making
* Partner with Operations and Business Management to align financial architecture and reporting with strategy and objectives
* Integrate cross-line-of-business financial hierarchies to enable consistent, scalable reporting
* Serve as the trusted financial point of contact for Payments senior stakeholders
* Strengthen and maintain robust financial controls and processes
* Coach, mentor, and develop junior team members
* Drive adoption of transformation initiatives across Finance & Business Management (F&BM), aligned to global best practices
* Produce executive-ready materials that clearly communicate key messages and anticipate senior management questions
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in Finance or Accounting
* At least 6 years of relevant experience in accounting/controller roles
* Advanced proficiency in Excel and in data visualization using presentation and business intelligence tools
* Strong verbal and written communication; able to tailor detail to diverse audiences and demonstrate executive presence
* Independent, sound decision-maker who appropriately challenges the status quo
* Team-oriented, inquisitive, and critical thinker
* Able to operate effectively in a fast-paced environment with multiple competing deadlines; adaptable under pressure
* Results driven, proactive, comfortable sharing ideas and opinions; resourceful
Preferred Qualifications, Capabilities, and Skills
* MBA or CPA
* Experience with expense allocation methodologies
* Proficiency with data preparation and automation tools
* Experience in Payments operations or financial analysis within large, complex organizations
* Experience building operational metrics dashboards and performance reporting
* Fa...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:31
-
J.P.
Morgan Wealth Management Investment Solutions ("WMIS") provides Wealth Management clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
Primary Function:
We seek a talented, energetic, hands-on, and highly motivated individual to join our team as an Associate in multi- and single-asset investment research, based in New York, as part of the Investment Director Team ("IDT") within the WMIS Investment & Research Team ("IRT").
The IDT is responsible for conducting ongoing due diligence and collaborating closely with internal portfolio management teams within WMIS, as well as underwriting and onboarding newly developed investment strategies.
The team reviews strategic, tactical, and security-level decisions across traditional, multi-asset, and alternative asset portfolios, and advises on best practices.
The broader IRT fosters a highly collaborative environment across teams and regions.
In addition to investment due diligence, the IRT manages governance, operational due diligence, and research and technology initiatives for Wealth Management discretionary assets.
Responsibilities:
* Conduct investment due diligence on multi- and single-asset class portfolio management teams within WMIS and its affiliates
* Evaluate portfolio risk characteristics and performance drivers to assess portfolio managers' strengths and weaknesses, and provide data-driven recommendations
* Identify and propose investment process improvements, collaborating with portfolio management teams to implement enhancements
* Advise on the development of innovative investment products and support their launch through close collaboration with WMIS partners, including Product Development, Risk Management, Operational Due Diligence, Governance, Quantitative Research, and Legal & Compliance
* Communicate findings and recommendations effectively to senior business leaders
* Monitor financial markets to understand current drivers and sentiment at both the asset class and sub-asset class levels
* Prepare and present materials for governance committee meetings, working with key stakeholders and addressing follow-ups promptly
* Create and distribute periodic business-as-usual ("BAU") reports
* Proactively support teammates and other partners - take on ad hoc research, operational tasks, and challenge assumptions constructively
Qualifications:
* Bachelor's degree required; CFA charter holder or candidate strongly preferred
* 2-4 years of investment industry experience with a strong quantitative skillset and an insatiable appetite to deepen expertise
* Exceptional proficiency in Excel and PowerPoint.
Experience with programming languages such as Python, SQL, etc.
* Solid knowledge of the funds of funds business and enthusiasm for multi-asset portfolio construction and risk management practices
* Deep understand...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:30
-
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: Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:28
-
As part of our team, you'll help modernize our data environment and unlock new opportunities for career growth and skill development.
As a Domain Data Architect, within the Finance Data Mart team, you will partner with Technology and Product teams to design and deliver data domains using Databricks and enable the Finance function to access and analyze essential data, supporting business needs across banking, wealth management, credit cards, auto lending, and home lending.
Job Responsibilities:
* Implement and optimize the Finance Data Mart using Databricks and ThoughtSpot for analytics and reporting
* Design efficient data mart schemas consolidating key data categories from multiple source systems
* Collaborate with data engineers, analysts, and technical specialists to gather and analyze business requirements
* Develop and optimize ETL processes and data pipelines using Databricks
* Partner with Area Product teams and stakeholders to design reporting and analytics solutions and apply design-led thinking to make data discoverable and accessible for analytical needs
* Maintain documentation on data mart architecture, data models, ETL processes, and governance policies and stay current on industry best practices and emerging trends in data management
* Ensure alignment of data solutions with organizational objectives and support the Finance function across diverse business areas
Required Qualifications, Capabilities, and Skills
* Minimum seven years of experience in data architecture, data warehousing, and data integration in financial services; Bachelor's degree in Computer Science, Information Systems, or related discipline
* Expertise in designing scalable data mart architectures, including star and snowflake schemas
* Strong knowledge of data management, data lineage, and data dictionaries
* Proven track record in managing and delivering complex data projects
* Strong written and verbal communication skills
* Proficiency in SQL, Data Modeling, and ERWIN
Preferred Qualifications, Capabilities, and Skills
* Strong knowledge of Amazon Web Services; AWS Certifications preferred
* Experience with Databricks, Snowflake, or other cloud data warehouses
* Experience with market-leading data catalog systems
* Experience with ThoughtSpot, Sigma, Tableau, Alteryx, or Essbase a plus
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-b...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-23 07:27:27
