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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Worth, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:59
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Canonsburg, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:59
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Join our team and lead the charge in shaping robust testing strategies that safeguard our firm's interests.
As a key player, you'll have the opportunity to drive impactful decisions, enhance compliance, and build strong relationships with senior stakeholders.
As a Compliance and Operations Risk Test Manager in the Testing Center of Excellence, you will lead in shaping the testing strategy across various business lines, ensuring alignment with regulatory and firm requirements.
Your deep understanding of risk management and control evaluation will be instrumental in identifying and mitigating risks, thereby enhancing compliance and operational risk management.
Additionally, your aptitude in stakeholder management will enable you to foster strong relationships with senior stakeholders, including business management and regulatory bodies.
Your role will also involve making impactful decisions that influence operations, financial management, and public image, while maintaining compliance with operational policies and precedents.
As a leader, you will manage a diverse team, planning and organizing individual and team activities to integrate and coordinate work across different parts of the firm.
Job responsibilities
* Lead the development and execution of comprehensive testing strategies, ensuring alignment with regulatory requirements and firm policies.
* Oversee the assessment of the control environment, identifying control gaps, verifying control effectiveness, and driving remediation efforts.
* Manage complex testing initiatives, applying advanced project management skills to ensure timely and efficient delivery of outcomes.
* Utilize deep knowledge of risk management practices to make sound decisions that protect the firm's interests and comply with regulatory obligations.
* Foster strong relationships with senior stakeholders, effectively communicating testing strategies and outcomes, and addressing any concerns or issues.
Required qualifications, capabilities, and skills
* 7+ years of experience in leading and managing complex testing initiatives within a financial institution or similar industry.
* Proven track record in developing and implementing comprehensive testing strategies that align with regulatory requirements and firm policies.
* Demonstrated expertise in risk management and control evaluation, with a focus on identifying control gaps and driving remediation efforts.
* Advanced proficiency in project management, with a history of delivering results that accelerate business objectives.
* Strong stakeholder management skills, with experience in fostering relationships with senior stakeholders and effectively communicating testing strategies and outcomes.
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 und...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:59
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Bring your experience, skills, and passion to JPMorgan Chase.
As part of Credit Risk Management, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Credit Risk Management is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Strategic Analytics Associate within the Collections Risk Management Team, you will play a pivotal role in identifying, assessing, and mitigating risks to ensure we operate within established risk parameters and achieve long-term performance goals for our cards business.
We are looking for someone who is proactive, has a passion for continuous learning and is naturally curious.
Job responsibilities
* Develop comprehensive analytics to measure and challenge key business initiatives and be able to independently generate solutions
* Work independently and with various teams to identify and assess performance trends, utilizing both statistical and data mining tools and quantitative methodologies
* Conduct root cause analysis to provide clear, actionable recommendations to senior leadership and various stakeholders
* Prepare and present detailed risk monitoring reports to senior management and stakeholders, ensuring clear communication of findings
* Support the development and maintenance of the company's risk management framework, ensuring compliance with regulatory requirements
* Monitor internal and external behavioral data along with public information on industry trends, regulatory changes, and credit risk management best practices to continuously improve risk management processes
Required qualifications, capabilities, and skills
* Ability to logically structure and execute analyses using strong analytic, interpretive and problem solving skills
* Ability to translate complex analysis into practical solutions and create concise presentations with sound business conclusions
* Ability to present findings to various levels of management
* Ability to adapt to new tools and technologies quickly, demonstrating a proactive approach to learning and applying innovative solutions
* A Bachelor's degree or higher in a quantitative discipline (ex: Finance, Statistics, Economics, Mathematics, Operations Research, among others) or 2+ years of analytics experience
* Possess the drive to succeed, be results oriented, have high attention to detail, and independently make decisions
Preferred qualifications, capabilities, and skills
* Previous experience with either SAS, SQL, Python, or Tableau analytic tools (other coding languages would be considered)
To be eligible for this role, you must be authorized to work in the United States.
We do not offer any type of employment-based immi...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:58
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Bring your expertise to JPMorganChase.
Our Capital Risk Management (CRM) is an independent risk team and second line of defense function for capital management activities and the firm's compliance with the requirements of the US Regulatory Capital Rules as well as local requirements in the jurisdictions where Material Legal Entities (MLEs) are incorporated.
Subgroups within CRM include Capital Risk Policy (CRP), Capital Risk Coverage and Capital Risk Analytics.
CRP supports the firm's adherence to regulatory rule requirements through various activities including transaction review and approval of proposed exposure categorization and calculation of capital requirements, review and approval of regulatory policy guidance documents and key rule interpretations therein, review of estimation methods, review/oversight of data governance and management function, integration into key controls over the firm's Capital Governance Framework and review of implementation guidance and testing of Basel RWA calcs.
As a Capital Risk Policy (CRP) Executive Director, you will join our team as a structured finance / Basel securitization subject matter expert (SME), where you will play a critical role in enabling sustainable business growth through effective risk identification, mitigation and management.
You will provide SME support to the Chief Risk Officer for the Chief Investment Office, Global Treasury and Corporate to monitor and manage risks to the firm's regulatory capital.
Your expertise in structured finance transactions and regulatory capital requirements, combined with strong communication and collaboration skills, will be essential to support the Risk Management and Compliance (RM&C) strategic objectives while maintaining robust risk management standards within the firm's Capital Governance Framework.
Job Responsibilities
* Serve as the SME to provide effective challenge of the firm's capital policy function on how the regulatory capital rules apply to complex structured finance products and transactions in context of the current (Basel III) and prospective securitization capital rule included in the Basel III Endgame.
* Lead CRP's independent 2 nd line oversight and review of the firm's key regulatory capital rule interpretations and implementation as it relates to structured finance and credit risk transfer transactions
* Participate in key capital governance working groups and committees, deep-dive reviews of the firm's structured financing businesses and engagement with our regulators through periodic meetings and exams.
* Collaborate across multiple business functions including first line business product specialists, structurers and product control teams, Capital and Liquidity Policy (C&LP), LOB Finance, LOB Risk Management, External Reporting, Model Development and Review, Technology and Operations and Audit teams.
Required Qualifications, Capabilities and Skills
* A bachelor's degree in finance, economics, business, o...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:57
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As a Practice Management Consultant within the J.P.
Morgan Wealth Management , you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.
The Practice Management Consultant (PMC) supports advisors and field leadership by providing them with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.
Job Responsibilities:
* Deliver key practice management concepts and tools to financial advisors and field leadership
* Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
* Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
* Operate as subject matter expert on the Practice Management tools, products and capabilities
* Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives
Required qualifications, skills, and capabilities:
* 6+ years broad business and sales experience in the wealth management industry
* Proven leadership experience and ability to effectively partner with others
* Foundational knowledge in a goals-based approach to investing
* Deep investment and product knowledge, and the ability to articulate complex investment ideas
* Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
* Exceptional written skills and strong executive communications experience
* Series 7, Series 66 required
Preferred qualifications, skills, and capabilities:
* CFP preferred
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 ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:56
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As a member of our Database Management team, you have the opportunity to learn and make a difference at one of the world's most innovative financial firms.
In this role, you'll gain critical experience analyzing, designing, installing and configuring database management systems.
As a Software Engineer III at JPMorganChase within the Consumer & Community Banking Card Platform, 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
* Perform administration, design, implementation and support highly available and scalable cloud database solutions
* Implement data models, database designs, data access and table maintenance codes
* Implement and maintaining the High Availability features using Data Partitioning and Database replications
* Resolve database performance issues, database capacity issues, replication and other data issues
* Work with, application Architect, Information Architects and Database Designers to identify DB of choice, implement the physical data model
* Develop the database performance monitoring process and analyze data for optimization opportunities
* Guide application team to build strong resiliency pattern, test and implement the alerting solutions
* Plan for and execute required database upgrades or migrations
* 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 in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* 4-7 years of DBA experience with an emphasis on Database Administration/Engineering and Cloud Services
* Hands on experience with Cassandra and/or Postgres
* Strong experience in database performance factors, monitoring tools and tuning/backup and recovery procedures
* Solid skills in productivity factors and ability to understand impact of problems on overall database performance
* Experience with fault detection and resolution processes
* Solid skills with one or more designing techniques and programming languages
Preferred qualifications, capabilities, and skills
* Familiarity with modern front-end technologies
* Coding experience with Java(Springboot), Python, Jenkins or Spinnaker
* Experience wi...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:55
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The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra-high net worth clients.
This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client.
As a Client Specialist within J.P.
Morgan Wealth Management, you will focus on addressing client's wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell JPMorgan Chase wealth management services, and ensure the client's wealth needs are being met.
Your new business generation will come from three primary sources:
* Bank-referred opportunities
* Existing wealth clients
* Your own business development efforts
You will take the lead in uncovering and pursuing wealth management opportunities of existing Bank clients.
You will also partner with wealth advisors to help consolidate the assets of existing wealth clients.
You are encouraged to generate self-sourced business as well.
Client Specialists do not manage client investments or ongoing relationships.
Job Responsibilities
* Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
* Engage with Wealth Advisors on deepening existing wealth relationships
* Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors, prospects, and clients.
* Deliver initial wealth management counsel to prospects and clients based on their specific situation.
* Recommend customized wealth solutions and the right team to serve the client's wealth needs.
* Effectively advance opportunities presented through a focused sales process.
* Generate new assets under management from Bank-referred opportunities, existing wealth clients, and self-sourced business development efforts
* Keep abreast of trends and strategies in wealth management
Required qualifications, capabilities, and skills
* College graduate with 7+ years of industry experience and holds the series 7 and 63 licenses.
* Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients.
* A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas.
* A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization.
* Excellent communication and presentation skills, both written and verbal.
* A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior.
Preferred qualifications, capabilities, and skills
* An advanced degree s...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:55
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J.P.
Morgan Advisors, the ultra-high net worth division of J.
P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
The Market Executive role will lead the market and report directly to a Regional Director.
The Market Executive is responsible for all aspects of leadership and management in their market including managing across a matrix leadership team and representing J.P.
Morgan Advisors locally.
You will establish, maintain, and build relationships while delivering exceptional client service.
As a Market Executive within J.P.
Morgan Advisors, you will be at the forefront of managing and leading the market, reporting directly to a Regional Director.
You will be responsible for all aspects of leadership and management in your market, including managing across a matrix leadership team and representing J.P.
Morgan Advisors locally.
Your role will involve establishing, maintaining, and building relationships while delivering exceptional client service.
You will have the opportunity to attract and retain Advisor talent, promote business opportunities, and foster a culture of teamwork, results-oriented, and client-focused.
This role requires adaptability, a proactive approach, and a strong understanding of risk management processes and policies.
Job Responsibilities:
* Attract and retain Advisor talent through sourcing, recruiting and hiring efforts
* Lead the market to acquire and drive business opportunities by coaching and developing Financial Advisors
* Build a network across the organization to support the broader goals of the business and the firm
* Balance the needs of clients and the needs of the firm establishing and maintaining a strong controls environment
* Understand and adhere to our risk management processes and policies; leveraging available reporting and tools
* Foster a culture of teamwork, results oriented and client focused
* Work with partners, including but not limited to, Supervision and Compliance functions to ensure best practices
Required qualifications, capabilities, and skills:
* Series 7, 9, 10, 66 and SIE licenses required
* A self-starter who works well independently in a fast-paced, client driven environment
* Proven track record of attracting, developing and retaining top talent
* Clear ability to recognize and anticipate advisor and client needs in a proactive way
* Manages issues to resolution through consistent follow-up
* Ability to communicate effectively with clients and maintain professionalism in difficult situations
* Will need to be adaptable and comfortable with change (will need to keep up with changes in technology and regulations)
* Highly profici...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:54
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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 40-50 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
...
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Type: Permanent Location: Clayton, US-MO
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:54
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Job Description
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer within the Consumer and Community Banking, Deposits platform team at JPMorgan Chase, you play a crucial role in an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge 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 5+ years applied experience
* 10+ years of applied experience in Java development
* 2+ years of Cloud experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Experience with distributed systems and cloud technologies (AWS, GCP, Azure, etc.)
* Experience with micro services/RESTful API, relational/NoSQL databases, data modeling and data ingestion frameworks
* Hands-on experience with data streaming and messaging frameworks (Kafka, Spark, etc.)
* Understanding of dependency injection frameworks (Spring / Spring Boot, etc.)
* Understanding of containers (Dockers, Kubernetes, Helm, etc.)
Preferred qualifications, capabilities, and skills
* Cloud certification
* Practical cloud native experience
* In-depth knowledge of the financial services industry and their IT systems
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 rec...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:53
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The Private Bank Commercial Real Estate (\"CRE\") Group team will be responsible for driving commercial real estate credit origination in the US lending portfolio, by developing and executing on the strategic vision for the product, acting as the subject matter expert and providing clients strategic advice on Commercial Real Estate Solutions.
The CRE team works with the markets and extends credit solutions to commercial real estate owners and investors across the US.
The team is deeply involved in structuring the transaction, supporting underwriters with analysis, advising the client, negotiating with clients and running the end-to-end process from the initial pitch to closing a deal for CRE reliant transactions.
The CRE Group is a subset of the PB Lending Solutions group, which provides credit solutions across a variety of needs to a range of high net worth individuals, their family offices, and their organizations.
Job Responsibilities:
* The Lending Solutions Commercial Real Estate Specialist will be responsible for driving commercial real estate credit origination in the US lending portfolio, by developing and executing on the strategic vision for the product, acting as the subject matter expert and providing clients strategic advice on Commercial Real Estate Solutions.
* Partner with U.S.
Lending Advisors and coverage Bankers to identify and execute financing opportunities with clients and prospects
* Educate U.S.
Lending Advisors and market integrated team members on product value proposition, basic product features and client selection; share success stories and ideas to replicate winning themes and transactions across markets
* Develop initiatives and campaigns to drive growth
* Develop and maintain expert knowledge of market standards, competition and pricing;
* Forge strong relationship with Credit Risk; and assist in credit policy and guideline changes
* Monitor portfolio risk and recommend policy or practice changes in connection with market conditions, portfolio related issues or regulatory compliance
* Partner with credit underwriting to ensure proper resources to facilitate the credit approval process, business and financial analysis, due diligence and portfolio review maintenance
Required Qualifications, Capabilities and Skills:
* Ten+ years experience in highly-structured custom credit loan products
* Expert knowledge and experience in executing Commercial Real Estate transactions
* Highly proficient knowledge of financial and capital markets
* Credit trained, with advanced business and financial analytical skills
* Knowledge of Commercial Real Estate account maintenance, loan closing, credit administration and compliance procedures
* Ability to communicate and recommend advice-driven credit solutions to highly sophisticated ultra-high net worth clients and prospects
* Sales experience including: prospecting, overcoming objections, negotiation, team s...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:53
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Job Description
This is your chance to change the path of your career and guide multiple teams to success at one of the world's leading financial institutions.
As a Manager of Software Engineering at JPMorgan Chase within the Consumer and Community Banking technology Deposits Platform, you serve in a leadership role by providing technical coaching and advisory for multiple technical teams, as well as anticipate the needs and potential dependencies of other functions within the firm.
As an expert in your field, your insights influence budget and technical considerations to advance operational efficiencies and functionalities.
Job responsibilities
* Design, develop, and maintain high-quality, scalable, and efficient back-end and front-end software solutions using Java and AWS Services.
* Provide hands-on leadership to a team of software engineers, offering guidance, mentorship, and constructive feedback to drive performance.
* Collaborate cross-functionally with team members across various locations to understand business requirements and translate them into technical solutions.
* Participate in code reviews, providing feedback and suggestions to improve code quality and maintainability.
* Contribute in Agile ceremonies including sprint planning, retrospectives, and daily stand-ups to ensure implementation of Agile principles across the team.
* Establish and enforce coding standards and best practices within the team, ensuring adherence to established guidelines and conventions.
* Identify, diagnose, and resolve software issues, while continuously working to optimize performance, scalability, and security.
* Communicate effectively with stakeholders, management, and other team members, ensuring transparent, timely, and accurate project updates.
* Evaluate emerging technologies, frameworks, and tools, staying up-to-date with industry trends and best practices.
* Support internal end users by troubleshooting application issues and creating sustainable solutions.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
In addition, demonstrated coaching and mentoring experience
* B.S.
in Computer Science/related technical degree
* 2+ years of proven experience in Management and 8+ years in full-stack software development, specifically using Java, spring based technologies in AWS/ Cloud environment
* Demonstrable success in leading and managing software engineering teams, with a focus on individual growth and overall team performance.
* Strong knowledge of software engineering principles, design patterns, and best practices.
* Strong background in working with APIs (especially Open API), ensuring efficient communication and integration between different systems.
* Proven record of providing end-user support with excellent problem-solving abilities.
* Proficiency in...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:53
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Traverse City, US-MI
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:51
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Join Us at 55ip & Help the Wealth Management Industry Move Forward
Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management.
We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.
Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation.
Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P.
Morgan, we've experienced breakthrough growth over the last year.
Today, over 110 financial advisor firms with $90 billion in assets (and counting) are using 55ip.
If we look a little different, it's because we are.
We're entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience-and have fun doing it.
Like lots of companies, we've got a deep bench of smart, talented, creative people, but our superpower is something else: hustle.
That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details-and to do it all with humility, empathy, and respect.
As we enter an exciting new chapter as a separately-branded subsidiary of J.P.
Morgan, we're looking for top talent-with hustle-to join us on our path to becoming an industry standard.
Overview
The 55ip Quant team is looking for a quantitative professional to research, implement, test, and maintain the core algorithms of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms.
The ideal candidate has a background in optimization and statistical modules using software design constructs and tools.
The candidate will be motivated, a problem solver, and an effective team player looking to make a significant impact in supporting research projects and who can grow as an independent researcher.
Responsibilities
* The end-to-end research, development, and maintenance of investment algorithms
* Contribute to development and maintenance of optimization models
* Take part in building out the research and development framework
* Thoroughly vet investment algorithmic results
* Contribute to the research data platform design
* Investigate datasets for use in new or existing algorithms
* Participate in agile practices
* Liaise with stakeholders to gather & understand the functional requirements
* Take part in research & code reviews
* Develop code using high quality standards and best practices, conduct thorough end-to-end unit testing, and provide support during testing and post go-live
* Support research innovation through the creative and aggressive experimentation of cutting-edge hardware, advanced analytics, machine learning techniques, and other methods
* Collaborate with techno...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:50
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:50
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorganChase within the Enterprise Technology Employee Platforms team , you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
• Designs, develops, and troubleshoots innovative software solutions, thinking beyond conventional approaches to solve technical problems.
• Writes secure, high-quality production code and reviews/debugs code written by others.
• Identifies and automates recurring issues to improve operational stability.
• Leads evaluation sessions with vendors, startups, and internal teams to assess architectural designs and technical fit.
• Drives adoption of new technologies by leading communities of practice across Software Engineering.
• Fosters a team culture of diversity, inclusion, opportunity, and respect.
• Manages and maintains business processes such as configuration documents, JIRA practices, and service request tracking.
• Leads functional testing to minimize defects and reviews Oracle release notes for impact analysis.
• Ensures adherence to security and release processes to reduce risk.
• Produces architecture and design artifacts for complex applications, ensuring code meets design constraints.
• Analyzes large, diverse data sets to create visualizations, identify hidden patterns, and drive continuous improvement in software and system architecture.
Required qualifications, capabilities, and skills
• Formal training or certification on software engineering concepts and 5+ years applied experience.
• Extensive experience with Oracle HCM Core HR Modules (OTBI/BI, HDL/HSDL, VBS, Autocomplete).
• Proven leadership experience.
• Hands-on experience in system design, application development, testing, and ensuring operational stability.
• Advanced proficiency in one or more modern programming languages and database querying languages.
• Skilled in automation, continuous delivery, and agile methodologies such as CI/CD, application resiliency, and security.
• Proficient in all aspects of the Software Development Life Cycle.
• Demonstrated expertise in software applications and technical processes within disciplines such as cloud, AI, machine learning, and mobile.
• In-depth knowledge of IT systems in the financial services industry.
• Practical experience with cloud-native technologies.
• Strong background in developing, debugging, and maintaining code in large corporate environments.
Preferred qualifications, capabilities, and skills
• Hands-on experience with leading Human Resource Informa...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:49
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Corporate Sector's Finance Technology team , you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Join us as a Lead Software Engineer and play a pivotal role in building the next-generation platform designed specifically for our Financial Planning and Analysis teams.
You'll empower finance professionals across the bank-from strategic planners to forecasting experts and business analysts-to model, consult, forecast, and plan with unprecedented agility and insight.
This is your opportunity to transform how our FP&A teams operate, enabling smarter decision-making, deeper analysis, and more effective financial strategies at one of the world's most innovative financial institutions.
Job responsibilities
* Architect and Build: Design and develop robust, scalable, and high-performance platforms for finance users, enabling advanced analysis, modeling, forecasting, and planning capabilities.
* Lead and Inspire: Guide a talented team of engineers, fostering a culture of innovation, collaboration, and technical excellence.
* Drive Transformation: Work closely with product managers, finance experts, and stakeholders to deliver solutions that redefine how financial data is leveraged across the organization.
* Innovate: Leverage the latest technologies in cloud, data engineering, and AI/ML to create tools that set new standards in the industry.
* Mentor: Share your expertise and help grow the next generation of engineering talent within JPMorgan Chase.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Experience as a software engineer, with a track record of leading complex projects and engineering teams to successful delivery.
* Experience in building large-scale platforms, with deep knowledge of data quality, observability, and entitlement management to ensure robust, secure, and reliable solutions.
* Expertise in modern programming languages such as Java, Python, or Scala.
* Experience with the AWS platform, including its core services, architecture best practices, and security features.
* Experience with big data technologies, including Apache Spark, for large-scale data processing and analytics.
* Expertise in building data-driven applications, ideally within finance, banking, or related domains, with an understanding of financial planning and analysis workflows.
* Experience collaborating wi...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:49
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We are on the lookout for a talented Senior Associate to join our Consumer and Community Banking Internal Audit team.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As a Senior Associate on the Consumer and Community Banking Audit Team, you will lead all aspects of the audit lifecycle including, planning, fieldwork, reporting, validation and continuous monitoring.
The role is highly visible and also offers you exposure to senior executives outside of Internal Audit across the bank.
Job responsibilities
* Plan, execute and document audit activities, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure
* Work closely with global Audit colleagues in the early identification of emerging control issues and reporting them timely to Audit management and business stakeholders
* Recognize the confidential nature of Internal Audit communications and access to information; you must be disciplined in protecting the confidentiality and security of information in accordance with firm policy
* Partner with stakeholders, business management, other control groups (i.e.
risk management, compliance, fraud prevention), external auditors, and regulators establishing strong working relationships while maintaining independence
* Finalize audit findings and use judgment to provide an overall opinion on the control environment through developing recommendations to strengthen internal controls
* Take ownership of self-development, including stretch assignments, to prepare for greater responsibilities and career growth, and take initiative to seek out opportunity for continued learning
* Stay up to date with industry trends to identify opportunities for game changing innovations or strategic partnerships
Required Qualifications, Skills and Capabilities
* 5+ years of internal or external auditing experience or relevant experience
* Bachelor's degree (or relevant financial services experience)
* Experience with internal audit methodology and applying concepts in audit delivery and execution
* Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner
* Strong interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners
* Strong analytical skills particularly in regard to assessing the probability and impact of an internal control weakness
* Flexible to changing business priorities and ability to multitask in a constantly changing environment
Preferred Qualifications, Skills and Capabilities
* Advanced Degree in relevant discipline
* Prior experience with Big 4 accounting firm and/or internal audit department in fina...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:48
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Humble, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:46
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:46
-
The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for J.P.
Morgan Asset Management.
As a leading global asset manager, we oversee nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide.
Our deep experience and scale enables J.P.
Morgan Asset Management to extend decades of trusted relationships with leading wealth managers by delivering private market solutions.
As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios.
You will be part of a rapidly growing market and will have the chance to bring private market solutions to team member investors through financial intermediaries.
You will promote financial advisor engagement across various channels and promote the firm's investment strategies to increase assets under management.
Job Responsibilities:
* Attain placement of J.P.
Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker/dealer, and J.P.
Morgan Chase affiliate
channels.
* Proactively contact broker-dealer firms to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence.
* Coordinate the business development effort contributing to the success of the organization by establishing key client relationships and develop, coordinate, and manage broker-dealer firms' campaigns and marketing support activities.
* Perform a variety of sales functions including client meetings, client follow-up, proposal
generation, presentations, public speaking, and attending seminar and industry events.
* Develop a clear understanding of client's strategic objectives.
* Provide product information, gather marketing data, and offer sales/marketing solutions.
* Monitor and analyze broker-dealer firm's sales activities and competitors' coverage.
* Work closely with sales team to exchange ideas and formulate strategies for increased
penetration within targeted firms.
* Assist in gathering information on emerging trends within the broker-dealer community.
Required qualifications, capabilities and skills:
* 5+ years' experience with financial services company in sales/specialist role.
* Extensive experience in the private alternative space, including experience in various
structures of private alternatives, non-traded REITs, business development companies,
Interval Funds, and closed end offerings.
* Ability to communicate information and state problems or challenges to be resolved in a
clear, concise, courteous and professional manner.
* Client focused - possessing the ability to align processes, procedures, systems, and
personnel to meet the needs of broker-dealer firm...
....Read more...
Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:45
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Lead Software Engineer at JPMorgan Chase within the Corporate Technology team, you will be a seasoned member of an agile team, tasked with designing and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
You will be responsible for implementing critical technology solutions across multiple technical areas, supporting various business functions to achieve the firm's objectives.
Specifically, you will play a pivotal role in transforming business ideas into user-friendly web application features that resonate with our users.
Your creativity and technical expertise will be instrumental in delivering engaging digital experiences while enhancing and modernizing in-house web applications.
Job responsibilities
* Acting as a hands-on Lead Engineer who can drive technology solutions for solving complex business & engineering problems.
* Design, implement and maintain high quality code for web-based applications (front-end/back-end) , ensuring scalability, security, resiliency and seamless integration with other in-house platforms.
* Coach junior developers, participate in engaging code-reviews and ensure best engineering practices are followed through implementing necessary governance and controls.
* Serves as a function-wide subject matter expert for defining and implementing the technical architecture and infrastructure strategy.
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and present alternative technologies to architecture forums.
* Effectively communicate the project status at various points of the development process to stakeholders and upper management.
* Need to be good team player to collaborate technical design idea across different geographies.
* Effectively communicate and influence product managers, stakeholders, and project decision-makers to consider the adoption of leading-edge technologies.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
* 8+ years' experience in full-stack Java web application development.
* Strong Java/ J2EE design, coding, testing, and debugging skills.
* Expertise with Spring Framework, Spring Boot, Sprint Batch/Security, Hibernate and REST services.
* Expertise with Web UI skills (ReactJS/JQuery/JavaScript/HTML/CSS) - with proven experience in ReactJS particularly.
* Expertise with traditional RDMS SQL Databases.
* Hands on experience developing and deploying applications (Microservices) to the cloud / Kubernetes platforms.
* Experience with Agile and TDD development methodologies.
* Experience in DevOps / SRE setup - build, deployment, integration, code management and similar tools like Jenkins, Maven, automated...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:45
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Venice, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:45
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Join a dynamic role that is central to shaping our strategic vision, actively participating in product cabinets, and collaborating with stakeholders to define and execute a transformative roadmap.
As an Intermediary Payment Transformation and Analysis Lead within Assessment Management you will be responsible for enhancing the oversight of our Intermediary Fee process, ensuring accuracy in analysis, reporting, and error resolution.
You will play a crucial role in supporting the deliverables of JPMDS to the Funds Board and collaborating with Finance and Accounting to ensure data accuracy.
This role is pivotal in building out a strategic target state as an active member of product cabinets and engaging with stakeholders across the organization to define and execute roadmap.
Job responsibilities
* Oversee the fee reconciliation process, ensuring accurate payments and updates to fee information used for intermediary payments
* Coordinate and summarize reports for the Funds Board, ensuring alignment with Finance and Accounting reporting
* Gather and validate data from stakeholders for various reports (12b-1, Service Fee, and Sub-TA).
Identify, research and rectify variances or errors
* Lead error research and remediation
* Spearhead process improvements, including oversight of vendor tool enhancements
* Facilitate collaboration among teams for thorough data collection and ensure board reporting captures industry, regulatory, and compliance updates
* Act as the project lead for fee-related items such as RFA, Aiviq migration, Terms Cloud, and Fee waivers
Required qualifications, capabilities and skills
* Bachelor's degree required with a focus in Finance or Business
* Minimum of 2 years relevant experience
* Data focused decision making and quantitative analysis skills
* Excellent attention to detail and ability to manage multiple tasks and priorities simultaneously
* Proven end to end problem-solving skills
Preferred qualifications, capabilities, and skills
* Knowledge of the Asset Management industry and mutual fund structures
* Strong Microsoft Office application skills with a focus on Excel
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements a...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-29 07:06:44
