-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:35
-
Come join a winning team! We have an exciting opportunity to help expand your knowledge, skills, and abilities in the credit risk management processing space.
As a Margin and Collateral Analyst, you will monitor JPMorgan Private Banking credit exposures, manage secured credit transactions, ensure regulatory compliance is met on a daily basis which are the basis for protecting the bank from potential losses.
The Private Banking (PB) Operations team monitors all JPMorgan PB exposures (loans, OTC derivatives, and brokerage margin loans) secured by financial (equities, fixed income, etc) and other asset types.
They manage intraday transactions and exceptions related to secured credit facilities and pledged collateral.
The Operations team is also responsible for global reporting and analytics for portfolio reviews, collateral concentrations (industry, security, and country, emerging markets), shortfall trends, derivative exposures, issuer risk, and problem assets.
Additionally, the team is responsible for ensuring compliance with certain covenant requirements, including escalation where needed.
The functions performed by this team are critical to protecting the bank from potential credit losses.
Job responsibilities
* Review and understand new agreement terms and documentation.
* Set-up agreement terms regarding collateral in credit systems for ongoing monitoring.
* Monitor collateral daily and identify non-compliant scenarios.
Confirm the accuracy and escalate to Credit and Bankers for resolution plan and date determination.
* Manage regulatory related initiatives to resolve control gaps and enhance current processes for further efficiency and effectiveness as needed.
* Provide implementation support, including testing of new tools / processes to ensure they meet requirements for all projects that impact Collateral CRM Operations regulatory functions.
* Validate and issue margin calls to Financial Advisors.
* Manage third party pledge scenarios.
* Manage initiatives to resolve control gaps and enhance current processes for further efficiency and effectiveness as needed.
* Provide analysis concerning portfolio as needed.
* Review and validate collateral requirements for OTC derivatives including option strategies
* Manage inquiries from Bankers, Brokers, Lenders, Client Services on margin lending topics.
Required qualifications, capabilities, and skills
* Minimum of two years working experience in a derivatives or collateral group focused on supporting prime brokerage relationships, institutional or high net worth client base.
* Strong interest in derivative products and strategies
* Detailed, analytical and results orientation skills
* Strong verbal and written communication
* Must be self-motivated and able to work independently and in a team environment
* Must be able to manage day to day work in addition to managing multiple projects
* Consistently dem...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:35
-
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: Birmingham, US-AL
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:35
-
We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorganChase within the Corporate Technology - Corporate Data Analytics Services team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Hands-on practical experience in system design, application development, testing, and operational stability
* Experience with having worked on and deployed AWS applications
* Proficient in coding in Java /J2EE or Python
* Experience with Spring / Springboot, RestfulAPI
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Experience with MongoDB, Databricks or Datalake
* Familiarity with modern front-end technologies
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....
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:34
-
Take your engineering expertise to new heights by joining a team of exceptionally talented professionals and solidify your place among top performers in the industry.
As a Principal Cybersecurity Architect at JPMorgan Chase within the Cybersecurity Technology and Controls, you provide expertise to enhance and develop architecture platforms based on modern cloud-based technologies as well as support the adoption of strategic global solutions.
Leverage your advanced architecture capabilities to identify, communicate, and mitigate risk, and collaborate with colleagues across the organization to drive best-in-class outcomes.
Job responsibilities
* Advises cross-functional teams on technology selections and decisions to achieve target state cybersecurity on improvements to current cybersecurity parameters
* Develops multi-year roadmaps aligned with business and architecture strategy and priorities
* Creates complex and scalable coding frameworks on the public cloud for new system design patterns and process templates
* Develops secure and high-quality production code and reviews and debugs code written by others
* Serves as the function's go-to subject matter expert and drives thought leadership within the product line
* Contributes to the development of technical methods in cybersecurity in line with the latest product development methodologies
* Creates durable, reusable software frameworks that improves velocity and quality of output across teams and functions
* Participates in the firm's culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Hands-on practical experience in cybersecurity architecture that can be applied and reused across businesses, functions, and systems
* Fluent in one or more programming languages
* Deep knowledge of one or more software or applications
* Advanced knowledge of cybersecurity architecture, applications, and technical processes with considerable, in-depth knowledge in one or more technical disciplines (e.g., public cloud, artificial intelligence, machine learning, mobile, etc.)
* Experience applying expertise and new methods to determine solutions for complex architecture problems in one or more technical disciplines
* Ability to present and effectively communicate with senior leaders and executives
* Understanding of the business and knowledgeable of latest risk trends in the internal and external environments
* Experience leading a product as a product owner or product manager
Preferred qualifications, capabilities, and skills
* Practical cloud native 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...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:34
-
Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead at JPMorgan Chase within the Cybersecurity Technology and Controls, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards.
You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards.
By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business.
Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation
* Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives
Preferred qualifications, capabilities, and skills
* CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:34
-
At JPMorgan Chase, Marketing is a firmwide function that drives business growth and amplifies value across more than 100 countries.
Our organization is dedicated to shaping and protecting the firm's prestigious brands while pioneering innovative strategies that connect with our diverse customer and client base-including corporations, small business owners, and the communities we serve.
We are leaders with deep expertise in acquisitions, brand management, advertising, paid media, business intelligence, partnerships, market research, data and analytics, employee experience, impact marketing, and more.
As a Management Associate within Global Private Bank Marketing, you will work with senior leaders, marketing team members, and internal partners to develop marketing strategies, drive priority initiatives, execute key strategic projects, optimize communications, and assist with solving day-to-day business issues.
Job responsibilities:
* Identify improvements and efficiencies.
* Coordinate across different functions to present a unified point of view in strategic discussions and presentations.
* Execute tasks quickly and accurately.
* Handle high-pressure situations and tight deadlines with clarity and control.
* Demonstrate enthusiasm for the business and eagerness to work on any task that adds value.
* Create strong PowerPoint presentations that effectively convey our strategic narrative to business partners and senior leadership.
* Build and maintain collaborative relationships and influence across teams and functions.
* Develop, coordinate, and execute projects in partnership with Marketing leadership teams across the Global Private Bank.
* Manage and govern the communication process across the marketing management team and the broader marketing team.
* Plan, organize, and manage follow-up items for marketing management team meetings and other internal meetings.
* Manage strategic budget planning-prioritize initiatives and track progress against key metrics.
Required qualifications, capabilities, and skills:
* 3+ years of experience, with exposure to or involvement in Wealth Management.
* Bachelor's degree.
* Strong project and people management skills.
* Excellent written and oral communication skills, with the ability to deliver messages clearly and succinctly.
* Demonstrated ability to multi-task and re-prioritize quickly.
* Advanced expertise in 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 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 i...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:33
-
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: Savannah, US-GA
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:33
-
You're ready to gain the skills and experience needed to grow within your role and advance your career - and we have the perfect software engineering opportunity for you.
As a Software Engineer II at JPMorgan Chase within the Commercial & Investment Bank, you are part of an agile team that works to enhance, design, and deliver the software components of the firm's state-of-the-art technology products in a secure, stable, and scalable way.
As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role.
Job responsibilities
* Executes standard software solutions, design, development, and technical troubleshooting
* Writes secure and high-quality code using the syntax of at least one programming language with limited guidance
* Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications
* Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation
* Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity
* Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development
* Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 2+ years applied experience - mandatory
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages - Core Java, Spring Boot, RESTFUL API
* Understanding of Java Design patterns and experience on implementing it in application development.
* Overall knowledge of the Software Development Life Cycle
* Experience writing test cases using testing tools like JUnit.
* Experience using code versioning tools, such as Git, Bitbucket
* Experience with Test Driven Development (TDD).
* Understanding of agile methodologies such as CI/CD, Application Resiliency
* Understanding of AI concepts such as Vector, prompt engineering, Spring-AI
* Experience using CO-PILOT
Preferred qualifications, capabilities, and skills
* Experience developing AI Agents
* knowledge of Containerization and Container Runtime/Orchestration platforms (Docker/Kubernetes/ECS etc)
* knowledge about messaging - Kafka
* knowledge about Relational/NoSQL databases
FEDERAL DEPOSIT ...
....Read more...
Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:33
-
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: Saint Augustine, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:33
-
Ready to shape the future of credit card marketing? Join us and unleash your creativity as you help drive the growth of the iconic Sapphire portfolio-where every campaign is an opportunity to make an impact!
As the Sapphire Acquisitions Marketing Strategy Lead within the Sapphire team, you will Lead and play a pivotal role in shaping the future of credit card marketing.
You'll spearhead the execution of creative campaigns, collaborate with external agencies, and partner with cross-functional teams to develop compelling business cases for growth.
This role is responsible for crafting channel-level roadmaps, establishing a robust learning agenda, and continuously optimizing acquisition channels.
Success in this position requires exceptional attention to detail, strong analytical and communication skills, and the ability to manage multiple projects in a fast-paced environment.
Job responsibilities
* Oversee the planning, launch, and management of marketing campaigns to acquire new Sapphire card members, ensuring alignment with strategic objectives and brand standards.
* Collaborate with external marketing agencies to guide the development of creative assets, providing clear feedback and ensuring materials resonate with target audiences.
* Partner with internal teams-including Analytics, Product, Finance, and Legal-to build business cases for growth initiatives and ensure seamless execution of marketing strategies.
* Design and maintain channel-level roadmaps, identifying opportunities for optimization and expansion across acquisition channels.
* Establish and drive a learning agenda to test, measure, and refine marketing tactics, leveraging insights to enhance channel performance.
* Monitor campaign results, analyze key metrics, and synthesize findings into actionable recommendations for continuous improvement.
* Manage multiple concurrent projects, prioritizing tasks and resources to meet deadlines and deliver impactful results.
* Present campaign strategies, business cases, and performance updates to leadership and stakeholders, ensuring transparency and alignment.
* Partner with Analytics and Finance teams to create business case summaries for new customer acquisition tactics.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent experience
* Minimum 5 years of industry experience with a passion for marketing, brand management, and relationship management
* Strong relationship management skills and ability to influence within a highly matrixed organization
* Proactive, action-oriented, and results-driven; able to prioritize and manage multiple complex initiatives simultaneously
* Excellent team player with a can-do attitude, able to collaborate and influence cross-functional teams
* Effective communicator, able to distill insights from large data sets and make strategic recommendations
* Comfortable working in an agile environment w...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:32
-
The Self-Directed Investing product organization within J.P.
Morgan Wealth Management empowers clients to take control of their financial futures by providing a comprehensive suite of digital tools and resources.
We focus on delivering an intuitive and seamless online investing experience, enabling clients to independently manage their investment portfolios with confidence.
The organization is committed to innovation, client satisfaction, and maintaining the highest standards of service, making it a key component of J.P.
Morgan's holistic wealth management offerings.
As a Vice President within JP Morgan's Self-Directed Investing division, you will play a pivotal role in enhancing the digital experience for our wealth clients.
You will be responsible for managing and supporting a variety of features that allow clients to better understand their portfolio and how their investments are performing.
Your role will involve collaborating with cross-functional teams, including design, engineering, and data analytics, to deliver meaningful enhancements on web and mobile.
You will leverage your analytical skills to identify opportunities for improvement and implement innovative solutions.
Job responsibilities
* Collaborate with design, engineering, analytics, and marketing teams to discover, develop, and build product enhancements
* Design solutions to meet customer needs, informed by client insights from a variety of sources, and validate success with analytics and feedback.
* Define and execute a roadmap that delivers against objectives
* Create new experiences using discovery processes, and experimentation, informed by customer insights and data
* Provide clear vision and scope documentation, workflows, detailed business requirements, use cases and other materials as needed to support UX design, development and infrastructure
* Manage stakeholder communications to ensure business needs are met, set and manage expectations through effective written and oral communication
* Coach and manage junior product talent
Required qualifications, capabilities, and skills
* 5+ years of investments related product management experience with proven track record of delivery of new products and features
* Experience authoring business requirements, defining user stories and leading execution including bringing together cross functional teams within an Agile development framework
* Significant experience with consumer digital product development, using discovery best practices and agile delivery methods
* Demonstrated track record of adapting to a rapidly changing business environment, ability to quickly assess situations, act decisively and capitalize on change
* Excellent presentation and communication skills
* Industry involvement: staying abreast of industry trends and issues
* Commitment and self-motivation suitable to a start-up team in a large organization
Preferred qualifications, capabi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:32
-
Step into a pivotal role where your expertise in business analysis will directly shape the future of Business Banking.
Join a dynamic team that values innovation, collaboration, and leadership, empowering you to drive impactful solutions for both our customers and the business.
You'll be at the forefront of bridging business and technology, transforming challenges into opportunities and making a real difference every day.
As the functional leader, your insights and guidance will influence key decisions and foster a culture of excellence across our organization.
If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us!
As the Business Analysis Manager Vice President within Business Banking, you will research and promote solutions impacting customers both directly and indirectly.
You will partner with business and technology teams to overcome challenges and recognize opportunities, translating insights into positive outcomes for the business and customers.
You will work across functional teams to promote resolutions, optimize existing processes, and identify new opportunities for improvement.
This role requires bridging business and technology, effectively communicating to both areas succinctly and accurately.
As the functional leader of the support environment, you will be the primary contact for related issues and ongoing programs.
You will offer clear guidance and feedback to colleagues while promoting the values, culture, and brand of Business Banking.
Your expertise in business analysis will shape the future of Business Banking, promoting impactful solutions for customers and the business.
You will be at the forefront of bridging business and technology, transforming challenges into opportunities.
Your insights and guidance will influence key decisions and foster a culture of excellence across the organization.
If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us!
Job responsibilities
* Lead the team that researches and provides approval for Business Banking lending and deposit fee refunds and waivers.
Support the National Sales Team by reviewing pricing adjustments.
Requests may may come directly from Sales staff including Market and Division leaders
* Provide metrics and insight into trends and partner with Product Teams and Stakeholders to make improvements in both the support process experience and products and services the firm provides to customers
* Track and follow up on escalated requests, prioritize issues and drive resolution
* Engage the sales team by responding to questions and research requests on supported requests
* Maintain process documentation and ensure information is current and accurate
* Engage with Business Banking Chief Administrative Office and Business Practices Oversight strategic priorities and drive measurable progress towards them including enhancing National Sales S...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:32
-
Data and analytics play critical roles for management in navigating today's complex business environment.
This is an beginner level data role within the Macro Quantitative Research (QR) team at JP Morgan.
The role offers opportunities to work on a variety of data and quantitative macro trading and sales business problems.
The team's mission is to bring data-driven decision making and automation to the Macro business.
Job Summary:
As an Associate in the Data and Analytics Rates team, you will hold a highly visible position within a specialized group of data analysts.
You will need to possess analytical insight, strong data discipline, a solid understanding of technology, robust business acumen, and an entrepreneurial spirit to effectively execute and promote results.
Additionally, strong communication skills and the ability to bridge the gap between technology, QR, and business users are essential.
Job Responsibilities:
• Work with the CEM and Rates Trading, Sales and QR to understand solutions needed to solve business problems
• Understand and refine current data architectures to persist critical business data across all business lines
• Drive standardization across processes and reporting.
Suggest and implement controls to improve efficiency & accuracy of existing processes
• Develop and enhance existing key management performance analytics and reporting
• Help develop predictive analytics to detect changes in data patterns that may be precursor to changes in our business
• Pro-actively drive adoption and rollout of business intelligence tools and data APIs.
• Develop and maintain models, methodologies and infrastructure such as data pipelines, and associated visuals needed for data projects
• Develop data-driven decision making analytics with demonstrable impact
Required qualifications, capabilities, and skills:
• Advanced degree in quantitative subject (such as engineering, mathematics, physics)
• Demonstrable quantitative, problem solving, research and analytical skills
• Solid software development skills
• Attention to detail and excellent communication skills, both oral and written
Preferred qualifications, capabilities and skills:
• Familiarity with kdb, and amazon aws cloud
• JPMorgan execution systems and trade booking model knowledge
• Markets product knowledge / experience
• Dashboard visuals experience such as Tableau
• AI / ML experience
• Derivatives pricing knowledge
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 ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:31
-
The mission of the Global Security (GS) team is the protection of the firm's people and assets, ensuring the safety and soundness of JPMorgan Chase's business operations throughout the world.
GS works to minimize disruption and threats that undermine our businesses' ability to serve our customers by staying in front of external and internal risks, screening all new employees, protecting our franchises when needed with thorough investigations, ensuring the safety of business travelers, and working to keep our businesses open during extraordinary situations from weather disruptions to local protests.
As an investigator within the the GS Vulnerable Adult Investigations team you will need to have an advanced understanding of fraud and risk, working with internal and external business partners and identifying potential control and procedural changes.
The incumbent will be responsible for performing investigations of elder/ vulnerable adult financial exploitation while complying with various reporting requirements, policies, and procedures.
Job Responsibilities:
* Independently conducts external investigations related to vulnerable adult and elder financial exploitation issues as part of the Vulnerable Adult Investigations Team.
* Investigation duties include gathering thorough and accurate evidence, interviewing witnesses and suspects, tracing financial transactions, timely documentation in the case management system, appropriately remediating activity and complying with regulatory requirements.
* Collects and evaluates ideas, technology and industry risks to aid GS's fraud detection and investigations methodology.
* Works closely with Adult Protective Services and law enforcement related to the regulatory reporting and prosecution of investigations.
* Demonstrates a thorough knowledge of bank operations, policies, and procedures required to facilitate investigations.
* Demonstrates independent decision making and keeps GS management briefed on investigations to include consultation on more complex issues.
* Maintains relationships with peers from law enforcement and regulatory bodies to stay current on issues affecting the firm.
Required Qualifications, Capabilities and Skills:
* Minimum of 5 to 10 years of experience in financial or vulnerable adult related investigations and/or 10 years equivalent banking industry experience
* Good analytical skills with a strong attention to detail
* Ability to effectively multi-task with strong time management and organizational skills
* Good problem solving and issue resolution skills
* Good oral and written communication abilities
* Ability to interact with clients in a professional manner regarding sensitive situations
* Proficient in MS Office tools
Preferred Qualifications, Capabilities and Skills:
* Industry recognized certifications such as CFE, CFI, etc.
* Ability to research and analyze bank statements, credit card sta...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:31
-
Join a dynamic team where your expertise drives impactful results in the Alternative Assets space.
At JPMorgan Chase, you'll collaborate with talented professionals, expand your skills, and contribute to innovative solutions.
We offer opportunities for career growth and the chance to work on high-profile transactions.
Be part of a culture that values teamwork, integrity, and continuous learning.
Your contributions will help shape the future of asset management.
As an Asset Management Alternatives Middle Office Operations - Associate on the Trade Lifecycle team, you support critical middle office functions for alternatives products.
You will act as a key liaison between front office teams, internal support groups, and external vendors, ensuring smooth trade execution and settlement.
In this role, you will build strong relationships with stakeholders and provide day-to-day support to portfolio managers and investment specialists.
The Trade Lifecycle team supports a diverse range of private investment products, including direct equity and credit solutions, giving you exposure to complex deal structures and the end-to-end trade process.
Middle Office helps to implement strategic operating models, defines opportunities to increase automation and uncovers process efficiencies.
Our team fosters a supportive environment focused on knowledge sharing, professional development, and process improvement, where your initiative and attention to detail will make a meaningful impact.
Job Responsibilities
* Support middle office and operations processes for private capital business products
* Partner with deal teams to monitor the pipeline for anticipated deal fundings
* Oversee outsourced operations by working closely with third-party service providers
* Build and maintain strong relationships with key business stakeholders
* Track upcoming deal closings and manage the funding process for transactions
* Ensure accurate trade booking and set up new assets in internal systems
* Reconcile cash and position discrepancies promptly and accurately
* Work closely with platform team on investment valuations process
* Coordinate with stakeholders in Risk, Compliance, Technology, Control Management, Operations, and Legal
Required Qualifications, Capabilities, and Skills
* Bachelor's degree or higher from an accredited institution
* Five or more years of relevant alternatives operations experience at an asset manager
* Collaborative team player who thrives in an entrepreneurial environment
* Strong analytical, quantitative, problem-solving, time management, interpersonal, and communication skills
Preferred Qualifications, Capabilities, and Skills
* General knowledge of private capital and credit products
* Experience in asset closing and servicing
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many o...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:31
-
Fully supporting our customers' success requires a commitment to support the community's success.
The Community Manager role within the Community and Business Development organization will report to the Divisional Community & Business Development Manager in one of our five Consumer Banking Divisions.
This role will play a crucial role in supporting our commitment to our customers' success and the success of the community.
The broader team's focus is to grow One Chase business opportunities within underserved communities and across diverse segments.
The team will also create integrated, actionable financial health roadmaps to help our communities thrive.
As a Vice President - Community Manager in Consumer Bank, you will work in the field, develop a community outreach and engagement program, and collaborate with various teams within Chase to ensure your local community benefits from the full suite of resources we have to offer.
You will be responsible for growing One Chase business opportunities within underserved communities and diverse segments, creating integrated and actionable financial health roadmaps, and building relationships to ensure financial education and product solutions are accessible to all within your assigned community.
Job responsibilities
* Develop a community outreach and engagement program that builds community relationships with proven ability to make business development calls (70% external, 30% internal)
* Leverage national community playbook (i.e., activation plan) to engage the community in a meaningful way, and complimenting the curriculum with local programing and events to host in branches
* Build and manage the community engagement calendar, facilitate (and/or co-facilitate) regular financial health workshops, Chase Chats and community events in the branch
* Own execution of the events end to end from event outreach, in-branch awareness, customer and community enrollment
* Report results based on event surveys to inform national community teams on opportunities for improvement
* Partner with Branch Managers, Bankers and OneChase Partners on customer engagement, referrals from events and adoption of financial product solutions, and with Global Philanthropy to ensure a collaborative approach to events
* Act as a Culture Carrier and steward of inclusion in the branches by supporting employee development and BRG partnership
Required qualifications, capabilities, and skills
* Proven leadership experience with ability to influence across the firm and in the community
* Heavily organized and with strong event coordination and project management skills
* Ability to build strong relationships with clients, peers, partners and contacts
* Executive presence with strong presentation skills in small and large / public group settings
* Self-starter with a proactive approach, strong time management and prioritization skills and a passionate, authentic, and bold team ...
....Read more...
Type: Permanent Location: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:30
-
Fully supporting our customers' success requires a commitment to support the community's success.
The Community Manager role within the Community and Business Development organization will report to the Divisional Community & Business Development Manager in one of our five Consumer Banking Divisions.
This role will play a crucial role in supporting our commitment to our customers' success and the success of the community.
The broader team's focus is to grow One Chase business opportunities within underserved communities and across diverse segments.
The team will also create integrated, actionable financial health roadmaps to help our communities thrive.
As a Vice President - Community Manager in Consumer Bank, you will work in the field, develop a community outreach and engagement program, and collaborate with various teams within Chase to ensure your local community benefits from the full suite of resources we have to offer.
You will be responsible for growing One Chase business opportunities within underserved communities and diverse segments, creating integrated and actionable financial health roadmaps, and building relationships to ensure financial education and product solutions are accessible to all within your assigned community.
Job responsibilities
* Develop a community outreach and engagement program that builds community relationships with proven ability to make business development calls (70% external, 30% internal)
* Leverage national community playbook (i.e., activation plan) to engage the community in a meaningful way, and complimenting the curriculum with local programing and events to host in branches
* Build and manage the community engagement calendar, facilitate (and/or co-facilitate) regular financial health workshops, Chase Chats and community events in the branch
* Own execution of the events end to end from event outreach, in-branch awareness, customer and community enrollment
* Report results based on event surveys to inform national community teams on opportunities for improvement
* Partner with Branch Managers, Bankers and OneChase Partners on customer engagement, referrals from events and adoption of financial product solutions, and with Global Philanthropy to ensure a collaborative approach to events
* Act as a Culture Carrier and steward of inclusion in the branches by supporting employee development and BRG partnership
Required qualifications, capabilities, and skills
* Proven leadership experience with ability to influence across the firm and in the community
* Heavily organized and with strong event coordination and project management skills
* Ability to build strong relationships with clients, peers, partners and contacts
* Executive presence with strong presentation skills in small and large / public group settings
* Self-starter with a proactive approach, strong time management and prioritization skills and a passionate, authentic, and bold team ...
....Read more...
Type: Permanent Location: Lehigh Acres, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:30
-
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: Moorestown, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:30
-
Embark on a rewarding and challenging career as a Business Analysis Associate II with our dynamic team.
You'll have the opportunity to make a significant impact by supporting process improvements, key initiatives and expanding your creative skills in a supportive and collaborative environment.
Join us and contribute to our mission while advancing your career.
As a Business Analysis Associate II within JPMorganChase, you will play a pivotal role in driving operational efficiency and strategic initiatives.
Leveraging your advanced understanding of data analytics and automation, you will uncover patterns, analyze complex data sets, and develop innovative solutions to support business strategies.
Your expertise in cross-functional collaboration will enable you to work effectively with diverse teams, ensuring alignment with organizational goals.
You will be responsible for planning and directing work, making decisions that impact departmental outcomes, and managing complex situations.
Your ability to think strategically, coupled with your strong customer service skills, will be crucial in delivering results that enhance the customer journey and drive the success of our business.
Job responsibilities
* Analyze and interpret complex data sets from varied sources, utilizing advanced data analytics skills to uncover patterns and provide insightful reporting in support of operational and strategic initiatives.
* Develop and implement automation strategies, leveraging systems architecture knowledge to optimize processes and drive efficiency within the department.
* Coordinate cross-functional collaboration, working effectively with diverse teams across the organization to align efforts, share knowledge, and drive the successful implementation of business strategies.
* Utilize strategic thinking to evaluate potential scenarios, assess risks, and make informed decisions that have a direct impact on departmental outcomes.
* Provide coaching to team members, empowering them to take ownership of their work while ensuring objectives are met efficiently and effectively.
Required qualifications, capabilities, and skills
* Demonstrated ability to conduct data analysis with a focus on uncovering patterns and providing insightful reporting, showcasing expertise equivalent to 3+ years of experience.
* Demonstrated proficiency in developing and implementing automation strategies, with a strong understanding of systems architecture.
* Proven ability to coordinate cross-functional collaboration, with experience in working with diverse teams across an organization.
* Advanced strategic thinking skills, with a track record of evaluating potential scenarios, assessing risks, and making informed decisions.
* Experience in providing coaching and delegation to team members, with a focus on empowering individuals and ensuring efficient achievement of objectives.
* Provide quality service to customers through continuo...
....Read more...
Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:29
-
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: Deerfield Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:29
-
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) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition 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 focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $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
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* 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
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* 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
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
....Read more...
Type: Permanent Location: Melville, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:29
-
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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:28
-
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: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:28
-
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: Delafield, US-WI
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:28
