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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: Irvington, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:57
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Join our team for this exceptional opportunity to engage with a large, complex entity that is vital to U.S.
critical infrastructure and the global financial ecosystem.
As the Executive Director of the Insider Threat Program Management Office within the Global Security team, you will lead the development and oversight of key strategic initiatives and processes.
By leveraging your expertise, you will enhance the firm's framework for identifying and mitigating internal threats.
Collaborating with a diverse array of stakeholders across the company-including Cybersecurity, Technology, Risk Management & Compliance, Legal, Human Resources, and Regulatory Affairs-as well as external partners, you will play a pivotal role in safeguarding the organization.
Job Responsibilities:
* Lead the Program Management team in executing strategic deliverables and oversee daily program activities to ensure seamless operations while enhancing the firm-wide control environment.
* Direct the development and governance of the firm's Insider Threat management, collaborating closely with firm-wide stakeholders to provide advisory support and enhance education and awareness initiatives.
* Evaluate and enhance processes, controls, metrics, and reporting mechanisms related to Insider Threat.
* Collaborate with other departments and key stakeholders to ensure a comprehensive understanding of both business and control environments, enhancing the effectiveness of the insider threat mitigation.
* Develop and implement recommendations and solutions to continuously enhance the Insider Threat program.
* Present insights and updates on the development and progress of the Insider Threat program to senior management and stakeholders.
* Stay informed about cutting-edge processes and technologies for detecting, assessing, and mitigating internal and external threats.
* Monitor global trends and causes of both insider and external threats, including political, financial, and ideological factors.
* Actively engage with industry, professional, and government organizations to ensure alignment with best practices.
Required Qualifications, Capabilities, and Skills:
* 10+ years of relevant work experience in program management, ideally supporting an insider threat program or risk analysis.
* 10+ years of leading teams successfully.
* Minimum of an undergraduate degree.
* Extensive knowledge of governance and risk management frameworks.
* Knowledge of compliance, conduct, and operational risk management frameworks and processes, with the ability to anticipate and identify risks and effective mitigants.
* Understanding of security organization practices, operations, and current and emerging technologies, including insider threat detection and incident response methodologies.
* Inquisitive nature and comfort in challenging current practices, with a proven track record of driving ideas forward and influencing change...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:57
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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.
* Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to in...
....Read more...
Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:56
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred qualifications, capabilities and skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* MBA, JD, CFA, or CFP preferred
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:55
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In 2021, JPMorgan Chase launched Morgan Health, a new business unit focused on improving the quality, equity, and affordability of employer-sponsored health care in the United States.
Morgan Health pursues this strategy through investments, collaborations with the JPMC Benefits team, engagements with other market leaders, sophisticated data analytics and research, and policy advocacy.
Morgan Health is headquartered in Washington, DC, with members of the team also based in New York City and Boston.
To learn more about our strategy and latest developments, please visit: www.morganhealth.com.
As a Vice President of Health Care Analytics Engineering within Morgan Health, you will utilize your deep experience with health care claims warehouses, data transformations, and product design thinking to evolve and execute a scalable data strategy for the Morgan Health team.
In this role, you will leverage your expertise in medical and pharmaceutical claims data, survey data, biometrics data and industry-standard groupers to propose relevant solutions (ex.
new data marts, logic/measures, imputations, etc.) that enable a range of business use cases.
You will lean into your skills as a motivated problem-solver, team collaborator, and clear communicator to play a crucial role in progressing Morgan Health's mission to improve health care for JPMC health plan members and across employer-sponsored insurance.
Job Responsibilities:
* Maintain a holistic view of the internal health care warehouse semantics layer and effectively prioritize improvements and expansions with an eye toward scalability
* Design and mockup analytic solutions such as data marts, and metrics with core business logic, etc.
within the team's analytics environment to support Morgan Health use cases
* Validate the proposals with stakeholders on Morgan Health and translate into clear technical requirements for the data engineering team
* Develop testing framework and test code to ensure data products match established requirements
* Become a subject matter expert on Morgan Health's data sources: understand their context, limitations, and maintain data lineage documentation to promote transparency for end users
* Leverage familiarity with health care data to proactively investigate, identify root causes, and address data quality issues to ensure Morgan Health produces accurate and reliable insights
* Scope and manage new data ingestions in collaboration with upstream data providers: planning data transformations, integration, and validation processes
* Collaborate with the engineering team on their design, build, and optimization of data pipelines and ETL workflows to ensure data are accurately processed, cleaned, and integrated into the production warehouse
* Support data governance efforts, ensuring alignment with all data privacy standards and regulations
* Participate in code reviews, advising on and adhering to coding standards and best pra...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:55
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
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Type: Permanent Location: Westlake Village, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:54
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
....Read more...
Type: Permanent Location: Palm Springs, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:52
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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: Lone Tree, US-CO
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:52
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The Corporate Technology Finance & Business Management team is seeking a Vice-President to support the cost recovery/allocated expense process.
This is a high-exposure opportunity as our Finance & Business Management team ensures that LOBs and Corporate clients across the firm have visibility into their budgets, forecasts, and actual cost recoveries that originate with the Corporate Technology expense base.
As a Vice-President you will partner across the firm providing financial and strategic analysis, oversight, and coordination of budgeting, forecasting, and billing actuals.
The position is responsible for a wide range of activities including leveraging multiple systems (Portfolio Intelligence, Tech Sub-Ledger, SAPCO) from which allocated expenses originate; analyzing, preparing, and reconciling financial data; and devising ways to streamline and minimize cycle times through automated applications and process improvement.
The team believes in a collaborative approach, so relationship building will be important to succeed in this role.
We are looking for a candidate that can collaborate globally across a diverse set of stakeholders in a dynamic environment.
Job responsibilities:
• Partner with LOBs/Corporate and Finance & Business Managers in all areas of financial management with a focus on cost recovery including budgeting, monthly forecasting and reporting, run-rate analysis, and monitoring allocations
• Develop and track monthly performance, provide financial analysis, and occasionally create presentations on a variety of cost recovery topics to stakeholders
• Responsible for gatekeeping and maintaining billing key tool that provides the methodology for billing out expense to clients
• Perform variance analysis to understand the key drivers of the results and present commentary to clients, explaining changes from prior forecasts/budgets
• Enhance controls and streamline processes, introducing automation where possible
• Work with tax partners to prepare and provide data to support investment spend and UK Vat audits, as well as with legal entity controllers to address concerns.
• Provide support for inter and intra LOB transfers to ensure that the outgoing allocations portion of the transfer are addressed.
Required qualifications, capabilities and skills:
• Bachelor's degree in Accounting, Finance or a subject of a technical nature
• 7+ years of relevant work experience
• Advanced skills in Excel and PowerPoint
• Ability and desire to operate in multiple financial tools to track/analyze data
• Curious, enthusiastic and diligent, capable of challenging peers, and able to thrive and think clearly under pressure and tight deadlines
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Ability to create ad-hoc reporting for senior management
• Proven track record for executing on special projects / assignments with often little lead time or info...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:51
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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...
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Type: Permanent Location: Mansfield, US-MA
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:49
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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...
....Read more...
Type: Permanent Location: Pembroke, US-MA
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:48
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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: Lees Summit, US-MO
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:48
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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 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: South Richmond Hill, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:47
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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: Ogden, US-UT
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:46
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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: Plymouth, US-MI
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:45
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Make your mark in an innovative product through impactful client collaboration and crafting exceptional solutions that cater to clients' needs.
If you have a deep passion for healthcare technology, a commitment to supporting your team, and a strong drive to deliver exceptional value to major healthcare clients, we invite you to explore the opportunity to join our team.
As a Senior Product Solutions Associate in Health Care Payments, you are a significant contributor to a team that defines and configures complex product solutions for key client relationships and prospect opportunities.
You draw from research and client feedback to develop unique product solutions in partnership with Sales and coordinate with product teams to support new product development.
You will play a crucial role in assisting Regional Vice-Presidents with research, preparing presentations, and facilitating onboarding documentation for some of our largest and most prestigious customers.
Job responsibilities
* Supports the strategic definition and configuration of optimal solutions that address clients' needs and objectives through collaboration with our clients and other internal teams such as Sales and Product.
* Contributes to the construction of pricing proposals and value analysis reports to demonstrate product benefits to clients.
Delivers compelling oral and written presentations with associated technical skills in building sales decks and training collateral
* Establishes forums to coordinate across the Product Solutions team to enable a successful configuration of solutions.
Maintain accurate and timely documentation of all activities relevant to the position
* Assist Regional Vice Presidents in facilitating regular business activities that are both strategic and operational.
* Support the development of strategic relationships with operational and executive staff within assigned accounts to ensure efficient interaction.
* Contribute to Business Development activities that support the achievement of the annual revenue plan, including preparation of Strategic Business Reviews and client presentation creation and preparation.
* Assist Regional Vice Presidents in client onboarding, including preparing, delivering, and processing onboarding project plans, customer terms and conditions, order forms, and additional contract items.
* Interface and partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationships across our lines of business.
* Maintain and practice good Salesforce hygiene related to customer account information and sales opportunities and pipeline.
Demonstrate a thorough understanding of InstaMed solutions, products, and processes.
* Conduct market research and analysis to identify trends and opportunities that can enhance product offerings and customer satisfaction.
* Develop and maintain a comprehensive understanding of competitor products and market posit...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:45
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Own our Client's Technical Product Onboarding experience end to end! Use your Project Management expertise to manage complex technical treasury product implementations for JP Morgan Chase Clients from around the world.
As a Product Implementation Vice President within the Commercial & Investment Bank, you will be responsible for the overall client experience and project management of technical commercial product implementations.
Partner with client and internal stake holders to help provide a best-in-class experience.
In this role you are often the clients first true experience working with JP Morgan Chase.
Job Responsibilities
* Own the product implementation and training experience for your assigned clients
* Meet and connect with clients through Zoom, Email and other collaborative technologies
* Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
* Manage client and partner expectations and understanding throughout the implementation process
* Implement mixed payable solutions and support our clients with file mapping exercises
* Work with partners in Operations and Product Management to streamline processes
* Identify instances of business risk and show ownership of issues when they arise
* Scope client requests and translate business requirements into detailed technical specifications for treasury services
* Use Microsoft Office tools to document meeting agendas and minutes and project plans.
Use of workflow tool for status updates and document repository
* Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
* Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
Required Qualifications, skills and capabilities
* 6+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
* Technical project management experience or experience with complex treasury implementations and comfort in a fast paced, dynamic client-facing environment
* Ability to clearly communicate, partner and influence - leading others to a common goal
* Exhibit adherence to policy and procedures and meet or exceed established SLA
* Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
* Experience in coaching or mentoring employees and proven ability to successfully manage conflict
* Strategic thinking with the ability to adapt to change
* Microsoft Office Suite experience and project Management, Payments and Receivables experience
* Technical Consulting or business analysis experience in the Enterprise Resource Planning (ERP), systems integration or Application Programming Interface (API) space
Preferred qualifications, skills and capabilities
* Bachelor of Sci...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:44
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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: White Plains, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:43
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Join the Commercial & Investment Banking Finance & Business Management Capacity Planning team as a professional supporting the Client Onboarding & Service organization.
If you enjoy working with numbers, big data, possess excellent presentation skills, have sound statistical knowledge, and great stakeholder management, this role is for you! This high-visibility role involves direct interaction and partnership with various senior managers within the bank.
As a Capacity Planning Analyst within the Commercial & Investment Bank, you will advance the business analysis and reporting agenda, manage the monthly Performance Review process, and partner with other Business & Analytics teams to create dashboards and reporting for capacity modeling.
Your role involves analyzing FTE Saves, identifying opportunities for advanced analyses, and building trusted relationships with stakeholders.
Job Responsibilities:
* Advance the business analysis and reporting agenda by providing efficiency recommendations based on forecasting and capacity planning insights.
* Use analytic tools to inform the business of risks and opportunities and prepare detailed business analysis to explain performance results.
* Develop cross-functional knowledge to understand performance and trends impacting decision-making on business strategies.
* Manage the monthly Performance Review process, producing the monthly performance deck and providing actionable recommendations.
* Partner with other Business & Analytics teams to create dashboards and reporting for capacity modeling.
* Analyze FTE Saves and benefits of business initiatives such as technology enhancements and productivity improvements.
* Identify opportunities and deploy advanced analyses at scale for CIB Client Onboarding & Service functions.
* Develop a deep understanding of systems and processes to extract insights from existing data and recommend enhancements.
* Build trusted relationships with stakeholders, cross-functional partners, and leadership.
* Create executive-level presentations using PowerPoint PitchPro+.
* Communicate effectively with business partners to drive project next steps.
Required Qualifications, Capabilities, and Skills:
* 2 years of experience in business analysis, reporting, Capacity Planning, and/or Workforce Management.
* Strong quantitative and problem-solving skills with the ability to multi-task in a fast-paced environment.
* Excellent interpersonal and communication skills.
* Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
* Excellent problem-solving and critical thinking skills with the ability to interpret and present complex data.
* Bachelor's degree in a business discipline, quantitative, or related field (Data Analytics, Finance, Computer Science, etc.).
Preferred Qualifications, Skills, and Capabilities:
* 3 years of experience in using data technolog...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:42
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Monterey, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:41
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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: Harrisburg, US-PA
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:40
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Step into a crucial role with JP Morgan Asset Management's Global Request for Proposal Group, where your expertise will drive business growth and client loyalty through high-impact proposals and strategic partnerships!
As a Request for Proposal Writer within Asset Management, you will acquire new business and retain existing clients by completing Request for Proposals, requests for information, and due diligence questionnaires for JP Morgan Asset Management's clients and distributors.
You'll join a dedicated team working closely with Product Investment Specialists and Client Advisors to ensure high-quality deliverables, supporting business growth and success in the proposal stage.
You will focus on our Multi-Asset Solutions and Beta strategies, offering the opportunity to learn about JP Morgan Asset Management's extensive range of investment products.
Job Responsibilities
* Deliver high-quality content and solutions for Request for Proposals and Due Diligence Questionnaires.
* Interact and closely collaborate with key stakeholder groups who will help in providing data and answering questions more thoroughly (Sales teams, Investments Specialists, Client Account Management, Compliance, Legal, Risk, Finance, Trading and other departments)
* Develop strong, effective, two-way working relationships and collaboration with key stakeholders, including sales teams and Investment Specialists
* Work in close collaboration with the other members of the Request for Proposal team to help deliver high quality content and solutions to be used in Request for Proposals and Due Diligence Questionnaires, creating accurate, compelling and client-focused responses
* Maintain and organize investment language within the internally developed content library, known as the Info Request Library
* Adhere to approved review, compliance, and record-keeping procedures
* Participate in projects involving the testing of new technology such as process automation, metrics production, and evolution of AI function enhancements in Request for Proposal tools
Required qualifications, capabilities, and skills
* Demonstrate outstanding accuracy and attention to detail.
Excellent communication skills, both verbal and written, are essential, along with strong numeracy and the ability to tailor responses to client questions and create new written material
* Prior experience in writing or participating in the Request for Proposal process within the asset management industry
* A solid grounding in the financial markets and an understanding of basic financial concepts is critical, along with an awareness of business risk and compliance procedures.
* The ability to organize, prioritize, and multi-task in a fast-paced team environment is necessary, with the capability to work both as part of a collaborative global team and independently.
The candidate must be responsive to client demands, able to work under pressure, and flexible enough...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:39
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In today's fast-paced business environment, staying ahead of the competition requires innovative solutions and strategic management.
As a Solutions Business Management Associate, you will be dedicated to helping the business thrive by providing tailored strategies and insights that drive growth and efficiency.
As a Business Management Associate within WM Solutions, you will support the daily operations of the business and provide ongoing assistance to the Chief Executive Officer and Head of Managed Investments.
You will partner with the Solutions management team and other business leaders to promote strategic and tactical initiatives and execute various day-to-day business activities.
Your focus will be on increasing productivity and creating efficiency within the organization, while managing business priority projects and collaborating with counterparts across the business.
This role offers a unique opportunity for exposure to management across AWM.
You should have experience in supporting senior stakeholders within a dynamic and fast-paced environment, providing strategic and operational assistance to executive leadership, facilitating effective communication, and promoting key initiatives.
You will need to understand and anticipate the needs of senior stakeholders, offering insightful analysis and actionable recommendations to support decision-making processes.
Experience in managing complex projects, coordinating cross-functional teams, and delivering results that align with business objectives is essential.
You should exhibit strong interpersonal skills to build and maintain relationships with senior stakeholders and ensure seamless collaboration across the organization.
Job responsibilities:
* Provide support and analysis to the CEO and Head of Managed Investments, offering actionable recommendations to enhance business operations and decision-making.
* Prepare senior management for internal and external meetings through presentation & content creation, agenda coordination, speaker preparation and logistics coordination.
* Work closely with various departments such as Product, Finance, Legal, Risk, Controls and HR to support ongoing initiatives and ensure alignment with business goals.
* Communicate with key business partners to understand project requirements and drive the implementation of next steps.
* Assist in managing and delivering key work streams and tasks, ensuring projects are completed on time and within scope.
* Participate in initiatives to simplify and improve existing business processes, adding value to the organization.
* Take ownership of business priority projects, managing them from inception to completion, and collaborating with counterparts across the business.
* Work with Business Management counterparts across the organization on various projects and initiatives.
Required qualifications, capabilities, and skills:
* 5+ years' experience in the financial services indus...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:39
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JP.
Morgan Asset & Wealth Management Finance and Business Management is looking for a Financial Associate to join their team in Plano, Texas.
This role offers the opportunity to work directly under the Chief Financial Officer of the Global Private Bank Annuities & Life Insurance division.
The position involves conducting financial analytics to assess the profitability of annuities and life insurance products, as well as providing forecasting and analytical support to inform strategic business decisions.
As an Annuities & Life Insurance Finance Associate within the Global Private Bank, you will influence outcomes for the business and challenge performance.
You will be an integral part of our efforts to promote growth and efficiencies, maintain financial reporting and proactively manage risk.
By providing information, analysis, and recommendations to improve results and promote decisions, you will ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
Job responsibilities:
* Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives
* Understand and evaluate the financial impact: changes in yields, pipeline projections, sales, product mix, and impacts
* Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes
* Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
* Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.)
Required qualifications, capabilities, and skills:
* Ability to take ownership and work independently
* Analytical ability with capacity to tell the story and see the big picture
* Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM
* Ability to articulate ideas in a clear, concise, and structured manner
* Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
* Highly organized and structured; ability to prioritize and time manage is crucial
* Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key
* Utilize judgment and discretion in working with highly confidential information
* Bachelor's degree
* 5+ years relevant experience '
Preferred qualifications, capabilities, and skills:
* Experience in Annuities, Life Insurance, or Financial Analysis
* Proficiency in SQL and/or Python...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:38
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Step into the spotlight with our Amenity Services team as a Waitstaff, where you'll be the key to delivering extraordinary service in our vibrant dining and bar atmosphere.
Join us in creating unforgettable guest experiences that leave a lasting impression.
This unique and exciting role offers the opportunity to work in New York's largest all-electric building at our new 270 Park headquarters.
As a Waitstaff within our Amenity Services, you will deliver exceptional service in a dining and bar setting, ensuring a memorable guest experience.
Your responsibilities include understanding menu items, taking and processing orders using the POS system and maintaining cleanliness.
You will serve in Executive Dining Rooms, cater events and demonstrate basic mixology and wine skills.
This unique and exciting opportunity offers career development and livable hours (Monday through Friday operation).
Job responsibilities:
* Possess knowledge of commonly used concepts, practices and procedures within the field.
* Serve in Executive Dining Rooms and cater functions, including breakfast, lunch and dinner.
* Demonstrate basic knowledge of mixology and wine service.
* Perform duties of bussing, cleaning and resetting tables.
* Prepare and serve beverages to guests in the bat area in a friendly, courteous and timely manner.
* Adhere to State, Federal and Corporate liquor regulations pertaining to serving alcoholic beverages to minors and intoxicated guests.
* Greet guests in a courteous, friendly manner and check guests at the bar for proper identification.
* Take and process orders for drinks, mix, garnish and present drinks using standards ingredient recipes, practice prudent portion control and detect and act upon guest inebriation as trained, demonstrating knowledge of liquor laws.
* Take orders using the POS System and communicate details and special dietary requests to kitchen staff as needed.
* Maintain work areas clean and organized.
Required qualifications, capabilities, and skills:
* Experience in luxury hotel restaurants and bars
* Ability to learn and explain menu items, including basic cooking terminology and ingredients.
* Proficiency in using the POS System
* Excellent organizational skills
* Knowledge of dining service practices
* Strong interpersonal skills for interacting with guests professionally
* Occasional weekend availability
Preferred qualifications, capabilities, and skills:
* Basic understanding of mixology and wine service
* Familiarity with State, Federal and corporate liquor regulations
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, consume...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-14 08:46:37
