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Help us support our future.
Get ready for a job that encourages you to think strategically yet stay connected with your teams.
Do you have problem-solving or strategy experience? If so, prepare to innovate, create, and inspire.
The Technical Support Lead Analyst will be a member of the team responsible for providing white-glove service and attending to the technology needs of Cigna's Executive Leadership.
Responsibilities
* On-site and off-site support for all executive technology-related needs.
* Installation, configuration, and troubleshooting of desktops, laptops, telephony, and other related technology devices.
* Research, test and evaluate new technology products.
* Develop new administration tools to track technology devices and user profiles
* Develop proactive ways to avoid potential problems and automate maintenance tasks
* Contribute to company-wide technology projects.
* Maintain a high level of customer focus on all interactions.
* Provide timely, creative, and alternative solutions to meet business needs.
* Maintain detailed documentation on all issues handled.
* Probe and uncover customers' underlying issues.
* Provide rotational 24x7 support coverage.
* Actively share knowledge and offer assistance to teammates.
Qualifications
* High School diploma; Bachelors or Master's Degree or 3 or more years of job-related experience preferred.
* Ability to interact comfortably with senior leadership.
* Aptitude and interest in learning new technologies.
* Excellent verbal and written communication skills.
* Capability to establish credibility quickly by following up and taking initiative.
* Superior Customer Focus and dedication to meeting the expectations and requirements of customers, acting with a sense of urgency.
Understand and respect the time restrictions of senior leadership.
* Ability to use rigorous logic and methods to solve difficult problems with effective solutions.
* Possess an insatiable appetite for learning; continuously pursuing new skills that add value to the team's knowledge base.
* Extensive knowledge of Windows environment and MS Office suite.
* Programming and scripting ability preferred.
* Experience with Android and iOS.
* Experience with MacOS.
* Networking: TCP/IP, Cisco phone systems, Networked Printers and Cisco VPN.
* Remote connectivity applications: RDP, Bomgar, Video Conferencing Systems, and virtual platforms such as MS Skype, WebEx, Zoom, and Microsoft Teams.
* Ability to get things done through formal channels and the informal network.
* Flexible to work on-site and virtual environments as well as work on a team with staggered schedules and on-call rotations.
(Schedules and time will vary based on business needs).
This role is located onsite which expects most work to be performed at a Cigna office location, but may allow for some work to be performed at home.
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Type: Permanent Location: Bloomfield, US-CT
Salary / Rate: Not Specified
Posted: 2025-09-01 08:08:24
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Spend your summer making an impact.
The Cigna Group's Actuarial Executive Development Program (AEDP) offers a premier 11-week internship that prepares future actuaries to become business leaders.
As an intern, you'll solve real business problems, take ownership of a business project, and gain exposure to actuarial and cross-functional teams that drive healthcare forward.
Our internship is a key pipeline into full-time roles in the AEDP - our primary pathway for developing top actuarial talent.
You'll receive support and mentorship from experienced actuaries and leaders while sharpening your technical, analytical, and strategic skills.
What You'll Do:
You'll own and present a high-impact project aligned with business needs.
Past projects have included:
- Forecasting the financial impact of market trends and cost drivers on health plan pricing
- Performing "actual-to-expected" analysis to evaluate the effectiveness of new medical policies
- Developing models to predict claim variations and improve reserve accuracy
- Designing tools to optimize pricing strategies and accelerate speed-to-market
You'll also participate in training sessions, case studies, community-building events, and intern-exclusive programming developed by our "Intern Committee"-a team of full-time AEDP associates committed to shaping an inclusive and engaging summer experience.
Why Be an Actuarial Intern in the AEDP:
- Business Impact: Work on initiatives that influence real-time business decisions across The Cigna Group.
- Executive Exposure: Attend speaker series with executives and actuarial experts who shape the future of healthcare.
- Professional Growth: Learn from mentors, receive career coaching, and build your actuarial toolkit through hands-on experience.
- Community & Culture: Connect with peers and professionals through social events, networking, and inclusion-based initiatives.
- Path to Full-Time: Successful completion of the internship often leads to a full-time offer into the AEDP.
What We Look For:
* Progress toward a Bachelor's degree in in Actuarial Science, Mathematics, Statistics, Finance, Economics, Data Analytics or related major
* 3.2 minimum GPA
* Outstanding technical skills: Excel proficiency preferred, coding experience in Python, R, SQL a plus
* Analytical skills: Ability to think critically, problem solve, and drive business impact
* Effective interpersonal, written, and verbal communication skills.
* Strong demonstrated ability to lead paired with initiative and curiosity
* Commitment to professional development and learning the business of healthcare
Program Logistics:
Locations : Internships are in-person at one of five U.S.
offices: Austin, TX; Bloomfield, CT; Denver, CO; Franklin, TN; or Philadelphia, PA
Work Schedule : Monday-Friday, 40 hours/week (late May to early August)
Compensation : Competitively hourly rate and paid travel costs both to and from the internship; compensation aligns with ac...
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Type: Permanent Location: Bloomfield, US-CT
Salary / Rate: Not Specified
Posted: 2025-09-01 08:08:23
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Do you crave an intellectually stimulating job that allows you to leverage your clinical expertise while developing new skills and improving the lives of others? Then look no further! As a Pediatric Surgery Medical Director at EviCore, part of Evernorth Health Services, a division of The Cigna Group, you'll use your clinical know-how to provide evidence-based medical reviews for patient care.
Collaborate with healthcare providers and stay current on healthcare regulations and industry developments as you review a wide range of cases.
This role offers you the opportunity to build new skills while enhancing the health and vitality of others.
We're seeking a detail-oriented individual with good communication, technology, and typing skills, as well as strong clinical judgment.
Drive growth in your career with our innovative team.
How you'll make a difference:
* You'll start training remotely in a structured environment with support from trainers, mentors, and leadership to set you up for success.
* Complete time-sensitive, specialized evidence-based medical case reviews for medical necessity on EviCore's case management software.
* Conduct physician consultation (peer-to-peer) calls with referring providers to discuss evidence-based medical necessity and appropriateness of the requested service or treatment.
* Leverage your clinical expertise to recommend alternative services or treatments as necessary.
* Work collaboratively with over 500 EviCore physician colleagues to help ensure patients receive proper care via evidence-based decision making.
What you'll enjoy about working here:
* Benefits start on day one
* Predictable work schedules
* 100% work from home
* 8 Paid Holidays + 23 PTO Days
* 401(K) with company match
* Reimbursement for continuing medical education
* Career growth opportunities across the enterprise
* Networking with peers across multiple medical specialties
Requirements:
* M.D.
or D.O.
with a current, active, U.S.
state medical license and board certified in Pediatric Surgery recognized by the American Board of Medical Specialties, or American Osteopathic Association
* Eligible to acquire additional state licensureas required
* Prefer one of the following state medical licenses but is not required: DC, MD or VA
* 3 or more years of relevant clinical experience post residency/fellowship required
* Knowledge of applicable state federal laws
* Utilization Review Accreditation Commission and National Committee for Quality Assurance standards is a plus
* Ability to commit to a set, weekly work schedule (Monday through Friday)
* Strong computer skills: ability to work autonomouslywith automated processes, computer applications, and systems
* Meet physical demands of the role including, but not limited to, typing, speaking, and listening 100% of time
* In accordance with our HITECH Security Accreditation, company prov...
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Type: Permanent Location: Bloomfield, US-CT
Salary / Rate: Not Specified
Posted: 2025-09-01 08:08:22
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Eligible for Sign On Bonus
Cottage Medical Group seeks an Advanced Practice Provider Urgent Care for their CCN Cottage Urgent Care-Santa Maria-North Broadway department responsible for providing direct patient care to assigned patients within an urgent care setting.
This is a professional level position working under limited direction yet in coordination with an APP lead.
Typical work scenarios require specialized knowledge, critical thinking, good judgment based upon the principles of biological, physiological, behavioral, and sociological sciences skills, as well as strong customer service skills.
Responsibilities include:
* Internal contacts include medical staff and management throughout the clinic and health system.
* External contacts include patients, physicians, outside medical staff, and community resource services.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Minimum:
PHYSICIAN ASSISTANT: Graduate of an accredited Physician Assistant program, as defined by the California Physician Assistant Board.
Master's degree or certificate from a specialized medical training program associated with a medical school that includes classroom students and clinical experience.
NURSE PRACTITIONER: Master of Nursing Degree.
Graduate of an accredited Nurse Practitioner program approved by the California Board of Registered Nursing as defined in Section 1482, Nurse Practice Act, Business and Professional Code.
Certifications, Licenses, Registrations:
* Minimum:
PHYSICIAN ASSISTANT: Valid California license as a Physician Assistant by the Physician Assistant Board; National certification granted after passing the PA National Certifying Exam administered by the National Commission on Certification of Physician Assistants; Valid Drug Enforcement Agency license - DEA Schedule 2-5; American Heart Association (AHA) Basic Life Support (BLS) for Health Care Providers.
NURSE PRACTITIONER: Current State of California Registered Nurse license.
Current California Licensure and Certificate to practice as a Nurse Practitioner issued by the California State Board.
Board Certified as a Family Nurse Practitioner or Emergency Nurse Practitioner.
California Furnishing License - Controlled Substances II Valid Drug Enforcement Agency license - DEA Schedule 2-5 American Heart Association (AHA) Basic Life Support (BLS) for Health Care Providers.
Technical Requirements:
* Minimum: Knowledge of urgent care medical specialty.
Knowledge of medical terminology.
Knowledge of Epic.
Ability to maintain effective and organized systems to ensure timely patient flow.
Years of Related Work Experience:
* Minimum: One (1) year of experience as a Physician Assistant OR a Nurse Practitioner in urgent care, emergency department, primary care or related field.
* Preferred: Two (2) years of experience as a Physician Assistant OR a Nurse Practitioner in urgent c...
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Type: Permanent Location: Santa Maria, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-01 08:08:18
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Cottage Medical Group seeks a Clinical Concierge (Licensed Vocational Nurse-Certified Medical Assistant) for their CMG Cottage Urgent Care-San Luis Obispo-Marigold Center responsible for registering, collecting payments, rooming, assisting the provider with care and treatment, discharging, and following-up with patients.
It is the role of the Clinical Concierge to companion patients and their \"secondary guests\" through the entire experience to maximize clinical excellence, reduce treatment times, and maximize the patient experience; before, during, and after the patient visit.
This position is a vital part of the office team that cares for patients in the clinical setting working under the direction of the Site Manager and the on-duty provider and works closely with the provider and other clinical staff.
Responsibilities include:
* The Clinical Concierge is responsible for a variety of clinical functions within a clinical setting requiring knowledge and integration of available standard, resources, and data; discretion; good judgment; diplomacy; decision making; and a customer service attitude.
* The Clinical Concierge is responsible for assisting the provider with front office and back-office duties in the outpatient management of patients on a rotating basis.
Acting as the patient advocate, the Clinical Concierge has continuous contact with providers, patients, patient families/significant others, community agencies, and patient care staff and management.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Minimum: Successful completion of a Vocational Nurse or Medical Assistant education program or 2 years of equivalent work experience.
Certifications, Licenses, Registrations:
* Minimum: California licensure as a Licensed Vocational Nurse (LVN) or Medical Assistant certification, and American Heart Association (AHA) Basic Life Support (BLS) for Health Care Providers.
Technical Requirements:
* Minimum: Knowledge of urgent care medical specialty.
Knowledge of medical terminology.
Knowledge of electronic medical record, preferably Epic.
Basic computer/email skills.
* Preferred: Ability to perform phlebotomy and administer injections.
Years of Related Work Experience:
* Preferred: 1 year of experience as an LVN, medical assistant, or equivalent, including previous experience with an electronic health record and phlebotomy.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands ...
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Type: Permanent Location: San Luis Obispo, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-01 08:08:18
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Cottage Medical Group seeks a Medical Assistant for their CMG Pediatric Multispecialty Clinic department responsible for assisting the physician in the day-to-day clinical functions necessary to aid conducting a patient visit.
Major accountabilities include:
* Prepares and assembles medical record documentation/charts for physician(s).
Present during the patient's visit with the physician to capture and transcribe medical record documentation utilizing the EMR.
* Medical assistant duties including, but not limited to, point of care testing, removal of bandages and dressings, performance of EKGs, and other clinical duties as needed in the clinic setting.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Minimum: Graduate of an accredited Medical Assistant program or one (1) year of equivalent work experience.
Certifications, Licenses, Registrations:
* Minimum: American Heart Association (AHA) Basic Life Support (BLS).
Technical Requirements:
* Minimum: Knowledge of clinical practices and medical terminology, Ability to understand use, function, interpret, document and keep records, Ability to type 50+ words per minute.
Years of Related Work Experience:
* Minimum: 1 year of experience as a Medical Assistant, including previous experience with electronic health record and phlebotomy.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you...
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Type: Permanent Location: Goleta, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-01 08:08:17
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Cottage Medical Group seeks a Clinic Care Coordinator for their CMG Gynecology Oncology Surgical Clinic department responsible for interacting with patients and visitors at the clinic and manages administrative tasks for the medical team.
Their duties include receiving phone calls, scheduling patient appointments according to physician's availability, explaining intake forms and consent forms to new patients, and processing payments.
Perform patient registration, check-in and check-out.
Responsibilities include:
* Transcribe patient referrals into the EMR system and index accompanying paperwork.
* Navigate patients through the referral process and manage all related tasks for the clinic care team including, initiating the referral process and evaluating requirements for each referral, obtaining authorizations when applicable, partnering with the Navigation Center or internal and external clinics to ensure continuity of care, and maintaining the various work queues.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Technical Requirements:
* Minimum: Basic MS Word & min.
35 wpm typing speed.
Bilingual skills (English/Spanish) required for Peds OP Clinic.
Years of Related Work Experience:
* Minimum: Six months clerical experience.
* Preferred: 1 year clerical experience in a medical environment performing referrals and authorizations.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommoda...
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-01 08:08:17
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J.P.
Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P.
Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world.
We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
About Global Alternative Investment Solutions
Global Alternative Investment Solutions is responsible for the selection and monitoring of alternative asset managers for the Global Private Bank, and advising clients on allocations to alternative investments .
This will include communications with asset managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio .
Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds.
With over $ 200 billion of client capital invested across alternatives, the team brings a unique perspective to sourcing and advising on alternative investment opportunities.
The team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai
Responsibilities will include:
* Working closely with Investment Advisors and Bankers in the U.S., as well as with clients, on new product launches and ongoing alternative investment opportunities.
* Representing and articulating the views of the Global Alternative Investment Solutions teams at key internal and external meetings
* Analyzing client multi-asset class investment portfolios and providing alternative investment product and implementation advice in conjunction with Advisors.
* Articulating the manager selection process and how the alternative platform offering fits the Global Private Bank strategy within a market context
* Actively participating in Global Alternative Investment Solutions meetings, demonstrating leadership.
* Focusing on teamwork, with particular emphasis on fostering and mentoring junior talent within the group.
* Traveling, sometimes accompanied by Fund managers, to regional offices in the Centr...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-01 08:08:16
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
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Type: Permanent Location: Clarkston, US-MI
Salary / Rate: Not Specified
Posted: 2025-09-01 08:08:15
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Join our team and make a significant impact on our client service teams in JPMorganChase.
You'll have the opportunity to grow your career while leveraging your skills in control management and data analysis.
Be part of a dynamic team that values innovation and collaboration, and contribute to the firm's operational efficiency and risk mitigation strategies.
As an Onboarding Vice President for Client Operations within JPMorganChase, you will lead and manage the strategic onboarding process for new clients, ensuring seamless integration and exceptional service delivery across multiple work streams.
This role requires a strategic thinker with strong leadership, project management skills, and deep knowledge of investment operations including but not limited to IBOR, Reconciliations, Oversight, and Reporting.
You collaborate with cross-functional teams to enhance client satisfaction and operational efficiency.
Job responsibilities
* Lead the strategic onboarding process for new clients, ensuring timely and accurate setup of accounts and Client Operations services across various work streams, including IBOR, Reconciliations, Oversight, and Reporting.
Partner with Product, Prod Dev, Technology, Program Management, and Core Operations teams to plan and execute on strategic client onboardings.
Focused on Client Operations activities, but also supporting all onboarding activity.
* Develop and implement onboarding strategies that align with client needs and organizational goals, leveraging best practices across all work streams.
Establish governance and oversight models for post go-live that meet client requirements and allow for a fair and accurate measure of service delivery.
* Utilize your expert knowledge in anti-fraud strategies to detect and prevent fraudulent transactions, safeguarding our clients and the bank from potential financial and reputational damage.
* Collaborate with Sales, Client Service, Product, and Technology teams to ensure all client requirements are met and integrated seamlessly.
I
* Oversee daily operations related to onboarding, ensuring high-quality service delivery and operational excellence across all work streams.
Ensure new/updated service offerings are well thought out and scalable while ensuring roles and responsibilities for Client Operations are appropriate.
* Identify and implement process improvements to enhance efficiency and reduce risk in areas such as IBOR, Reconciliations, Oversight, and Reporting.
Monitor key performance indicators (KPIs) and service level agreements (SLAs) to ensure compliance and performance standards are met.
* Lead and manage projects related to client onboarding and operational enhancements, ensuring they are delivered on time, within scope, and within budget across all work streams.
* Develop detailed project plans, allocate resources, and track progress to ensure successful project execution.
Facilitate project meetings, communicate project stat...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-09-01 08:08:01
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We are seeking a dynamic Associate to join the Strategic Financing Solutions team.
J.P.
Morgan's Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services.
The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries.
With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
The Strategic Financing Solutions ("SFS") team is a joint venture at the connection point of Banking & Sales and Trading.
SFS partners across the Global Banking & Markets franchises on unconventional financing solutions for strategic situations, including private and emerging financial innovations.
Our team leads the origination, structuring and development of both on principal risk & syndicated structures in situations where traditional markets are not the best fit or where there is a developing theme.
The team is client centric, severing as complementary professionals to Trading, Banking Coverage & Capital Markets teams.
As an Associate you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
The Associate will be working in a dynamic & busy Capital Markets environment, supporting senior members of the team in originating & structuring corporate financing transactions across product areas.
You will support and manage all aspects of the SFS business, including structure analysis, tracking opportunities, evaluating market developments and developing marketing content.
You will cover a broad range of industries & sponsors, and coordinate with various trading desks across asset classes.
Job Responsibilities
* Develop an understanding of and analyze the transaction structures across a wide range of asset classes, including Digital Infrastructure ABS, Preferred Equity Transactions, Bespoke Loans, Whole Business Securitizations and others
* Analyze and understand corporate financing needs & assets to identify revenue opportunities
* Prepare materials for client calls and meetings, including but not limited to presentations on new products and ongoing market updates.
Analysts/Associates are expected to be involved in client calls and meetings
* Facilitate client business by responding to inquiries and pitching new ideas
* Manage the execution process by coordinating among sales, trading, Banking, Risk, legal and other involved parties (compliance, business management, operations etc.)
* Working with rating agencies, lawyers, internal control functions and all deal parties to execute transactions
* Develop new products and platforms to deepen the ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-01 08:08:00
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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: Elk Grove Village, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:59
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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: Oak Brook, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:59
-
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: Boynton Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:59
-
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: Pembroke Pines, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:58
-
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 an Investment Specialist in the U.S.
Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
* Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
* Develop investment policy statements and advise on asset allocation
* Closes sales of complex investment products
* Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
* Build excellent working relationships with internal clients
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
* Provide guidance to junior staff
Required Qualifications, Capabilities, and Skills
* 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
* Seven plus years of experience in Private Banking or Financial Services industry
* Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, and Skills
* MBA or CFA preferred
* Prior experience providing complex investment solutions to individuals
* In depth experience and/or knowledge of hedge funds, private equity and alternative investments
* Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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, skil...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:57
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Kansas City, US-MO
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:56
-
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: Pinellas Park, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:55
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Belpre, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:54
-
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: Storrs Mansfield, US-CT
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:53
-
The Chief Data & Analytics Office (CDAO) at JPMorgan Chase is responsible for accelerating the firm's data and analytics journey.
This includes ensuring the quality, integrity, and security of the company's data, as well as leveraging this data to generate insights and drive decision-making.
The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management effectively and responsibly.
As an AI Research Scientist - Senior Associate on the AI Research team, you will conduct end-to-end research typically within a specialized focus area and collaborate on multiple research projects with internal and external researchers and applied engineering teams.
Your output will result in high-impact business applications, open-source software, patents and/or publications in AI/ML conferences and journals.
The goal of J.P.
Morgan AI Research is to explore and advance cutting-edge research in AI, including ML as well as related fields like Cryptography, impacting clients and businesses, with a team of experts located in New York, London, Madrid, Paris, and the Bay Area.
Conducting AI research in financial services offers unique and exciting opportunities for impact to both J.P.
Morgan and the broader AI community.
Job responsibilities
* Conduct end-to-end research typically within Agents, Reasoning (including AI heuristic search, planning, scheduling, constraint reasoning), Knowledge representation and Learning
* Collaborate with internal and external researchers and with applied engineering teams
* Engage in all aspects of the research lifecycle such as formulating problems, gathering data, generating hypotheses, developing models and algorithms, conducting experiments, synthesizing results, building prototype applications and communicating the significance of your research
* Produce outputs that lead to high-impact business applications, open source software, patents and/or publications in top AI/ML conferences and journals
* Participate in relevant top-tier academic conferences to broaden the impact of your contributions
Required qualifications, capabilities, and skills
* PhD in Computer Science or related field or a MS in Computer Science or related field with at least 3 years of experience in the field
* Research publications in prominent AI venues; e.g., conferences, journals
* Strong expertise in one or more specialized areas of relevance e.g., heuristic search, planning, agent-based architectures, hybrid systems, knowledge representation, ...
* Optional: expertise in synthetic data, generative AI, protecting our customers clients and institutional knowledge (e.g., differential privacy, machine unlearning, membership/reconstruction attacks), LLM alignment and behavior modeling using RL, bandit techniques, watermarkin...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:53
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirement.
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busi...
....Read more...
Type: Permanent Location: Peoria, US-AZ
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:52
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Mount Dora, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:51
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:51
-
As a Fund Controller in the Asset Management Client Service division the Product Administration Team and has responsibility for supporting the overall management and oversight of a group of Funds including US Mutual Funds, ETFs, and Collective Investment Funds in addition to Canadian products including ETFs.
Job summary:
As an Asset Management - Fund Controller - Associate you will support the Production Administration leadership team in executing management and oversight responsibilities for the Funds.
You will consider the market, regulatory, and business environment that they operate within the space.
As a Fund Controller Associate you will participate in and support new fund development and implementation efforts as well as other product related initiatives as they arise.
Job responsibilities:
* Execute risk focused oversight model that address all aspects of Fund Operations including: daily/monthly net asset values, distributions, expenses, implementation of accounting policies, issue identification, management and resolution.
* Evaluate all aspects of proposals (e.g., prospectus language, trading/operational model, distributions, expense structure, etc.) to identify solutions to launch/modify the product.
* Implement the appropriate risk-focused oversight controls.
* Review and approve Funds' financial statements and regulatory filings; coordination of all audit efforts with service providers and external auditors; and, executing disclosure control procedures in support of Audit Committee clearance meetings, principal financial/executive officer certifications, etc.
* Review and provide input to all Fund-related regulatory filings (e.g., N-1A), participate in efforts to respond to regulatory requests and inquiries related to the Funds.
* Lead and participate in various Fund related initiatives.
* Develop materials to summarize oversight results to Funds' governing bodies
Required qualifications, skills and capabilities:
* 3+ years' experience in the investment management industry.
* Technical and business knowledge of various Fund structures (e.g., mutual collective investment and ETFs) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
* Knowledge and experience across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
* Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
* Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
* Demonstrated thought leadership and the ability to influence and achieve results.
Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
* Proactive attitude, commitment to continuous ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-01 08:07:48
