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General Purpose
Maintains and reconciles ledgers and accounts according to generally accepted accounting principles.
Prepares and analyzes financial information and prepares reports and financial statements based upon derived statistics and analysis performed.
Essential Duties
* Prepares and assesses budget, revenue, expense, payroll and journal entries, and other accounting documents.
* Analyzes and monitors budgets and expenditures for compliance with fiscal accountability and reporting requirements.
* Analyzes and forecasts revenue and expenditure trends.
* Reconciles balance sheets, cash, general ledger, payroll accounts, and supporting journal entries.
* Develops accounting systems and documents to support the input and handling of financial data and reports.
* Interacts with internal and external auditors and participates in auditing projects.
* Understand systematic processes and have a strong aptitude for understanding accounting systems and how to extract and reconcile information.
* High level of attention to detail required for managing analytical tasks.
May supervise or train lower-level accounting staff.
Supervisory Requirements
This position does not have supervisory requirements.
Qualification
Education and/or Experience
* Bachelor's degree in Accounting, Finance or a related field, plus three years or more related experience or equivalency required.
Public accounting experience preferred
* A thorough understanding of general ledger accounting practices, cost analysis and accounting principles, as well as demonstrated analytical, problem solving, human relations and effective communication skills also required.
* Offer of employment are contingent on the successful completion of a pre-employment background screening, and proof of documentation to verify legal work eligibility.
* This is a hybrid role with 2-3 days in office required.
Language Skills
Must possess the ability to make independent decisions, to follow instructions, and to accept constructive criticism.
Ability to deal tactfully with personnel, residents, family members, visitors, government agencies/personnel, and the public.
Must maintain the care and use of supplies, equipment, etc., and maintain the appearance of maintenance work areas.
Ability to seek out new methods and principles and be willing to incorporate them into existing maintenance practices.
Mathematical Skills
Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registrations
Familiarity with Microsoft Office Suites.
â...
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Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:43
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General Purpose
We are seeking a Technology Vendor Manager to own and manage the full lifecycle of our technology vendors, including vendor selection, contract review, performance management, and cost optimization.
This role plays a critical part in ownership transfers, such as mergers, acquisitions, divestitures, and internal restructures, ensuring vendor accounts are properly assumed, transitioned, or closed with minimal risk and disruption.
The ideal candidate is highly organized, comfortable working cross-functionally, and experienced in managing vendor relationships, contracts, and account transitions.
Key Responsibilities
* Vendor Relationship & Performance Management
• Serve as the primary point of contact for assigned technology vendors
• Manage vendor relationships to ensure service quality, reliability, and value
• Monitor vendor performance against SLAs and contractual commitments
• Lead vendor review meetings and manage issue escalation and resolution.
* Contract Review & Lifecycle Management
• Review technology vendor contracts, amendments, and renewals
• Evaluate :
o Pricing , licensing and usage models
o Assignment, termination, and change-of-control clauses
o SLAs, data protection, and compliance requirements
• Track contract milestones, renewals, and termination dates
• Support contract negotiations and renegotiations
* Ownership Transfers & Account Transitions
• Lead vendor account assumptions, transfers, and closures during:
o Mergers and acquisitions
o Divestitures and
o Legal entity or ownership changes
• Coordinate with vendors to execute account transitions, assumptions , or terminations
• Ensure billing, legal entity details, licenses, and access rights are updated accurately
• Work with IT and Security to ensure continuity of access, data integrity, and compliance
• Confirm proper data retention, data return, or secure data deletion when closing accounts
* Financial & Risk Management
• Partner with Accounting to validate vendor spend and billing accuracy
• Identify opportunities for cost savings, consolidation, and optimization
• Assess vendor risk related to security, compliance, and operational dependency
• Ensure vendors adhere to company policies and regulatory requirements
* Cross-Functional Collaboration
• Work closely with IT, Security, Legal, Finance, and Procurement teams
• Act as the central coordinator for vendor-related initiatives and changes
• Maintain accurate vendor documentation and reporting
* Required Qualifications
• Experience in vendor management, procurement, IT operations, or contract management
• Experience reviewing and managing technology vendor contracts
• Strong organizational and comm...
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Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:22
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Together We Innovate.
Together We Change.
Altria Group Distribution Company is currently seeking a qualified Sales Manager to join our Field Sales Force.
As a Sales Manager with Altria, you'll have the opportunity to influence our industry in our ever-changing landscape.
The hardworking diverse leaders we seek are responsible for handling an assigned sales territory, averaging $15 million in annual revenue, comprised of approximately 130 established retail accounts in a non-commission sales environment.
What you will be doing:
Upon completion of our comprehensive and hands-on sales training program, Sales Managers will be challenged and empowered to:
* Handle sales and distribution within a given geography, including merchandising as needed
* Responsibly sell company initiatives to retail partners including: promotions, new brands, inventory management and pricing strategies
* Consult, advise and engage with retail partners on category management and business analytics to help improve the performance of their business
* Develop innovative ways to improve business performance through data analysis, brand marketing, product placement and purposeful planning
* Develop and utilize systems to track, measure and analyze progress against key marketing initiatives and other business metrics
* Grow leadership capability through ongoing comprehensive training and high impact experiences
What we want you to have:
* A Bachelor's Degree or meaningful sales experience
* Ability to build sales plans and handle time effectively
* Ability to communicate ideas and concepts to influence business partners
* Collaborate well in a team environment and develop account relationships
* Utilize analytics to evaluate market opportunities and impact business performance
* Provide innovative & creative solutions to business challenges
* Strong dedication to individual growth and leadership development
Compensation and Benefits
Competitive salary range is $70,900 - $103,900 / annually with an annual incentive compensation by target
* Medical, dental and vision benefits for employees, spouses or domestic partners and eligible dependents
* Deferred Profit-Sharing (DPS) Plan:
+ Company Contribution: After one year of service, you are eligible to receive a total company contribution to the DPS Plan of 13%-17% of your base salary!
+ An annual Profit-Sharing contribution of 8, 10, or 12%, depending on Altria Group's earnings per share growth.
+ An annual Supplemental contribution of 5%.
+ Personal Contribution: From your hire date, you can generally contribute up to 35% of your base salary (pre-tax, after-tax and/or Roth) to the DPS Plan, subject to IRS contribution limits.
+ Company Match: If you contribute to the DPS Plan, you will be eligible to receive a dollar-for-dollar match on what you contribute, up to 3% of your base salary, from your hire date...
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Type: Permanent Location: Harrisburg, US-PA
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:15
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Join our team and make a significant impact through innovative content design and drive customer confidence and satisfaction.
As a Content Design Senior Associate in Card team, you will play an important role in shaping customer experiences through content, and building customer confidence across our products and services.
Using your expertise in content design principles, you will plan, create, and structure product content within a user experience design framework.
While collaborating with cross-functional teams to ensure narrative consistency, your influence will extend to product design, architecture, and functionality.
Job responsibilities
* Develop and implement content strategies for products and features, ensuring align with user experience principles and business objectives
* Collaborate with cross-functional teams to create engaging, user-friendly content that is cohesive and intuitive for a diverse audience
* Create content taxonomies to refine content organization and structure, incorporating user feedback and insights for continuous improvement
* Adopt brand voice to produce clear, concise, and engaging content that communicates complex concepts effectively to diverse audiences
* Analyze content performance metrics, making data-driven recommendations for optimization and enhancement of user experiences
* Identify opportunities to raise the level of consistency between Card experiences and the rest of the Chase digital ecosystem
Required qualifications, capabilities, and skills
* 3+ years of experience in content design, or equivalent expertise in editing, and writing - with a focus on digital products and platforms
* Experience in creating content architectures, storytelling, and clear and concise writing
* Demonstrated experience in applying accessibility guidelines and inclusive design to create user-friendly content
* Experience with iterative design techniques, incorporating user feedback and insights for continuous improvement
* Proficient technical literacy in content platforms and understanding their impact on user experience
* Adaptive learner in new financial services products and offerings
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:11
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J.P.
Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally.
The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P.
Morgan's various private equity and real estate entities.
Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
As a Private Equity Fund Admin Associate within our client administration team, you will support all facets of daily client deliverables for Private Equity fund administration clients.
Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, assisting with capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams.
You will also help manage client expectations and deliverable timelines in line with SLAs, and ensure prompt resolution of client issues and escalations.
Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities
* Support all aspects of client deliverables for Private Equity fund administration clients, including client expectations, timelines, and issue resolution
* Stay abreast of industry standards and best practices while seeking opportunities to enhance operational efficiency and mitigate operational risks
* Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations
* Ensure adherence to control framework including prescribed policies and procedures
* Participate in ad hoc client projects and internal initiatives
* Assist in mentoring and developing staff resources while providing oversight on technical topics and client-related issues
* Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence
Required qualifications, capabilities and skills
* A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in a fund administration or related capacity
* Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
* Bachelor's Degree in Accounting, Finance, or MBA
* Ability to work under pressure to...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:10
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Join JPMorgan Chase's Human Resource Advisory Support Team! The Human Resource Business Advisor Support team partners across all lines of business as one organization providing human resource (HR) support to HR partners, managers, and employees in North America.
This support is done consistently and efficiently with strong HR technical expertise.
Focus is on activity that allows the HR Business Advisor to direct their efforts towards strategic advisory and consultative engagement with business leaders and allows managers and employees to direct their HR matters to the most effective channel for resolution.
As an HR Advisory Support Partner within JPMorgan Chase's Human Resource Advisory Support Team, you will partner across all lines of business providing human resource support to HR partners, managers, and employees in North America.
You will contribute to the development and execution of people strategy and goals for the broader organization, provide support during high demand HR events, work on key HR initiatives and core projects, and champion HR process change.
Job Responsibilities
* Provide general HR Support - Contributes to the development of and support the execution of people strategy and goals for the broader organization by providing knowledge of HR operations, policies and processes and acts as an intermediary between HR Business Advisors and other HR teams.
* Generate reports and Analytics - Create reports that provide insight into key data points to establish and drive progress against people priorities and initiatives within the business.
Utilize various tools to provide data that is presentation ready and can tell the story.
* Support annual HR events-provides support during high demand HR events such as Performance and talent management cycles with reporting and/or presentations and system updates.
* Work on project Support - works on key HR initiatives and core projects such as organizational design, shift differential and diversity strategies/analysis, etc.
* Be a champion of HR process change.
Analyze processes and make recommendations for continuous improvement.
Partner with HR colleagues to drive efficiencies and leverage best practices
* Ensure appropriate controls are in place and managed effectively for all critical HR processes
Required Qualifications, Capabilities, and Skills
* 3+ years of Human Resource experience
* Ability to handle multiple demands and shifting priorities; operate with a sense of urgency and ambiguity
* Utilizes critical thinking and analytical skills regularly to identify issues and trends, develop solutions and/or recommendations to address root cause
* Advanced Microsoft Excel and PowerPoint skills along with strong analytical and technical skills that enable individual to leverage data to make data driven decisions and create HR strategies that support and drive business results
* Excellent communication skills and enjoy working cross-...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:10
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The primary purpose of your job position is to develop, coordinate, direct, and administer our facility's marketing and public relations programs and services.
Essential Duties Maintain a current listing of all resident care employee phone numbers.
Plan, develop, organize, implement, evaluate, and direct the facility's public relations and marketing programs and activities in order to maintain and increase our census and to provide the community with information relative to our facility, its programs, services, and practices.
Develop and maintain written policies and procedures that govern the release of information concerning the residents, employees, and/or the facility in accordance with current Privacy Rules and Regulations.
Assist department directors in the development and use of marketing and public relations policies and procedures, and establish a rapport in and between departments so that each staff member can realize the importance of his/her role in our marketing and public relations programs.
Review the facility's marketing and public relations policies and procedures at least annually and make changes as necessary Assist in the development, implementation, and tracking of customer satisfaction surveys.
Interpret the facility's policies and procedures governing the release of information to employees, residents, family members, visitors, government agencies, etc., as necessary.
Ensure that public information (policy manuals, brochures, information packets, etc.,) describing the services provided in the facility is accurate and fully descriptive.
Ensure that all employees follow established policies and procedures governing the release of information.
Organize and implement continuing internal communications through the use of bulletin boards, house organs, committee meetings, newsletters, brochures, public announces, etc.
Schedule and participate in departmental meetings concerning our marketing and public relations programs and activities.
Provide creative support for activity and social services departments in developing resident programs, publications, etc., as necessary.
Maintain an adequate liaison with families, residents, and community and civic leaders.
Participate in community service and civic groups to obtain information and seek support of these groups in charitable activities on behalf of the facility.
Contact the news media when new programs, promotions, etc., are implemented within the facility that will be beneficial to the facility and community alike.
Keep the Administrator informed of newspaper, radio and television accounts of noteworthy items of general interest that may have an impact on our facility or the regulations that govern our facility.
During emergencies, establish a public relations area to assure that the release of information is accurate and within the scope of our established policies governing the release of information during emergencyconditions.
Assist department directors in the planning, co...
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Type: Permanent Location: Santa Monica, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:08
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This is an exciting opportunity to join a passionate team dedicated to building products that truly help our users.
As a Lead Software Engineer at JPMorgan Chase within our Asset and Wealth Management line of business, you'll work with the latest technologies and be immersed in a culture that values creativity, diversity, and continuous learning.
You'll collaborate with driven professionals, tackle complex challenges, and have the chance to grow your career in a supportive, innovative environment.
We welcome your expertise, fresh ideas, and commitment to making a real difference for our users.
Job responsibilities
* Execute creative software solutions, including design, development, and technical troubleshooting to build solutions and break down technical problems.
* Develop secure, high-quality production code, and review and debug code written by others.
* Continue to use and evolve AI's role in software development and automation.
* Contribute to a team culture of diversity, equity, inclusion, and respect.
* Demonstrate hands-on experience in delivering system design, application development, testing, and ensuring operational stability.
* Show initiative in daily tasks and projects.
* Work directly with stakeholders.
* Act as a problem solver, addressing challenges efficiently and effectively.
Required qualifications, capabilities, and skills
* Formal training or certification in software engineering concepts, with 5+ years of applied experience
* Skills should include at least a few of the following: Java, React/JavaScript, SQL, and messaging technologies such as Kafka or similar platforms.
* Practical experience working with cloud technologies and environments such as AWS.
* Proficient in full-stack development.
* Proficient in SQL.
* Hands-on experience in delivering system design, application development, testing, and ensuring operational stability.
* Formal training or certification in software engineering concepts, complemented by advanced applied experience.
* Proficiency in automation and continuous delivery methods.
* Demonstrated expertise in all aspects of the software development lifecycle.
* Knowledge of deployment processes, including experience with GIT and version control systems.
Preferred qualifications, capabilities, and skills
* Experience in the financial services industry.
* Understanding of observability tools such as Splunk, Dynatrace, or Grafana.
* Experience with GraphQL.
* Experience with Snowflake or Databricks.
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 b...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:05
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Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team.
This role offers a unique opportunity to enhance your career by working closely with operations, financial controllers, and external partners.
You'll be at the forefront of ensuring smooth fund servicing operations while contributing to process improvements.
Embrace the chance to grow your skills in a supportive environment that values innovation and collaboration.
As a Fund Servicing Associate Iwithin JPMorganChase, you will play a pivotal role in enhancing our operational services related to fund accounting and administration.
Your work will have a meaningful impact within our department, as you apply your broad knowledge of fund servicing principles and practices to perform diverse activities requiring analysis and judgement.
With your advanced emotional intelligence, you will build trusting relationships with peers, managers, and stakeholders, fostering a collaborative environment.
Your continuous improvement mindset will drive you to propose and implement improvements to our current working methods, contributing to the efficiency and resilience of our operating platform.
Job responsibilities
* Execute routine transactions related to fund servicing, ensuring accuracy and compliance with established policies and procedures.
* Collaborate with operations and financial controllers to streamline processes and enhance efficiency in fund servicing operations.
* Foster a collaborative environment by leveraging emotional intelligence skills to build trusting relationships with peers, managers, and stakeholders.
* Propose and implement improvements to current working methods, contributing to the efficiency and resilience of our operating platform.
Required qualifications, capabilities, and skills
* Demonstrated expertise in fund servicing operations, with at least three years of experience focusing on fund accounting and administration, evidenced by successful execution of related tasks and responsibilities.
* Advanced emotional intelligence skills, with a track record of building trusting relationships and fostering collaboration in a professional setting.
* Experience in proposing and implementing process improvements, with a focus on enhancing efficiency and resilience in an operational environment.
* Proven ability to apply active listening and questioning techniques to understand and address client needs effectively.
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 rewa...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:01
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:01
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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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:01
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Come join JPMorgan Private Client as an Client Experience Manager and manage a team of Specialists focused on providing our affluent client segment with an exceptional experience.
As the Client Experience Manager you'll lead a team of Specialists who are instrumental in helping our clients explore the full financial possibilities their wealth creates.
You will coach and develop a high performing team that is able to act as an extension of our Sr.
Private Client Banker team; provide concierge service to our clients, and assist with servicing needs.
You will collaborate with the Market Director to coach and mentor Relationship Managers and Client Experience Specialists, fostering their development and driving business results.
Job Responsibilities
* Manage a team of Client Experience Specialists by providing oversight of day to day activities, ensuring the team's adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations.
* Provide ongoing coaching and mentoring to team members, fostering their professional growth and development through feedback, goal-setting, and skill building opportunities.
* Work with your Market Director to manage team capability by aligning Client Experience Specialist team members to Sr.
Private Client Bankers, and solicit feedback to identify development opportunities.
* Seek opportunities to enhance processes and create efficiencies to deliver service to clients and internal partners.
* Utilize product and process knowledge to coach team members and quickly resolve client escalations.
* Build a strong network of collaborative partnerships across the Firm.
* Execute on business strategy initiatives with partners and Market Directors, including developing and delivering executive and external reporting and other communications.
* Make informed business decisions using your independent judgement, skill set, and subject matter expertise, in combination with documented policies and procedures.
* Responsible for recruiting, interviewing and making hiring decisions for the team.
Required Qualifications, Capabilities, and Skills
* A minimum of five years of financial services experience.
* Demonstrated experience delivering exceptional client service to an affluent client base.
* Demonstrated experience leading a team focused on cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
Preferred Qualifications, Capabilities, and Skills
* A bachelor's degree
This role is located in Westerville, OH and will report in the office 5 days per week..
This role is eligible to participate in an incentive compensation plan that is paid on a quarterly basis.
More details about total compensation and benefits will be provided during the hiring process .
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification req...
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Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:00
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The Financial Analysis Data Science Center of Excellence ( CoE) is seeking a dynamic leader with a strong analytical and corporate finance background.
As an Vice President, Quantitative Modeling within the Corporate Sector Financial Analysis Data Science CoE, you will report directly to the Head of Financial Analysis and Data Science CoE.
You are central to enhancing our analytical capabilities by integrating traditional financial modeling with cutting-edge data science techniques.
You will have deep finance expertise and industry knowledge, a strong analytical skillset, and the ability to collaborate with cross-functional teams to drive rigorous quantitative analyses that translate financial insights into actionable plans.
While a strong foundation in data science techniques-including Artificial Intelligence, Machine Learning, and advanced econometric methods is essential, experience in finance related modeling concepts is highly valued.
Job Responsibilities :
* Oversee the design, development, and implementation of financial models and forecasting tools that derive actionable insights for senior leadership in Financial Analysis.
* Analyze large datasets to extract meaningful insights and trends.
* Innovate and design predictive models and sophisticated data science methodologies that blend traditional corporate finance with modern analytical techniques.
* Conduct exploratory analyses to identify patterns and opportunities for improvement.
* Work closely with stakeholders across Finance, Risk and technology to understand business needs and translate them into analytical solutions.
* Prepare, design, and deliver executive-level presentations and reports using advanced PowerPoint skills to clearly communicate complex analytical findings.
* Collaborate with senior leadership and cross-functional teams to provide strategic, data-driven insights that inform decision-making.
* Manage and mentor a high-performing team of analysts and data scientists, fostering a collaborative and innovative culture.
* Promote continuous improvement and intellectual curiosity across the team by staying abreast of emerging trends in corporate finance and data science.
Required qualifications, capabilities, and skills :
* Advanced degree in Finance, Quantitative Finance, Data Science, Economics, or a related field.
* A minimum of 5 years' experience in financial modeling, forecasting or quantitative research within a leading financial organization.
* Deep expertise in data science, statistical analysis and model development is required
* Strong programming/scripting skills (incl.
Python, R).
* Proficiency in traditional financial tools (advanced Excel, financial software) and advanced PowerPoint skills.
* Strong analytical, problem-solving skills and attention to detail.
* Exceptional communication skills with a proven ability to prepare and deliver executive-level presentations.
*...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:00
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As a Practice Management Consultant within J.P.
Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.
The Practice Management Consultant (PMC) supports advisors and field leadership by providing them with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.
Job Responsibilities:
* Deliver key practice management concepts and tools to financial advisors and field leadership
* Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
* Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
* Operate as subject matter expert on the Practice Management tools, products and capabilities
* Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives
Required qualifications, skills, and capabilities:
* 6+ years broad business and sales experience in the wealth management industry
* Proven leadership experience and ability to effectively partner with others
* Foundational knowledge in a goals-based approach to investing
* Deep investment and product knowledge, and the ability to articulate complex investment ideas
* Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
* Exceptional written skills and strong executive communications experience
* Series 7, Series 66 required
Preferred qualifications, skills, and capabilities:
* CFP preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and bene...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-28 07:30:00
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Join us to pioneer user experience insights, shaping products that resonate with customers and end users.
Foster a culture of continuous learning as you mentor and coach junior researchers and designers and bring your thought leadership and expertise to the team.
As a Vice President of Experience Research in Chase Travel team,you will play a pivotal role in shaping how customers' experience exploring and booking travel across our products and services.
Leveraging your deep expertise in research methods and user experience design, develop and execute research strategies to uncover valuable insights into the wants, needs, and abilities of our customers and end users.
Apply your advanced knowledge of quantitative and qualitative methods to critically analyze the effectiveness of our existing and future designs as you collaborate with cross-disciplinary teams.
Job Responsibilities
* Design and implement thorough research studies to uncover customer needs, preferences, and behaviors, driving product enhancements and innovation.
* Utilize advanced quantitative and qualitative methods to analyze and interpret data, transforming insights into actionable recommendations for improving user experience.
* Conduct surveys and interviews with users to collect information on their needs and desires, and develop user testing scenarios to refine products or features based on the findings.
* Promote a culture of continuous learning and knowledge sharing within the user experience design team.
* Stay informed about industry trends and advancements in user experience research methodologies, integrating innovative techniques to maintain a competitive advantage in the market.
* Create frameworks and artifacts that inspire and drive consensus and action across various business functions.
Required Qualifications, Capabilities, and Skills
* Over 5 years of experience or equivalent expertise in generative and evaluative user experience research, with a strong emphasis on both quantitative and qualitative research methods.
* Proven ability to employ diverse research techniques, such as ethnography, surveys, interviews, and advanced data analysis, to derive actionable insights for user experience design.
* Demonstrated knowledge of advanced qualitative methods, with a track record of implementing findings that enhance product or feature design.
* Experience in collaborating with cross-functional teams, including UX designers, product managers, and developers, to drive customer-centric decision-making and inform product prioritization.
* Skilled in designing high-quality research studies with an iterative approach, capable of adapting study parameters to meet evolving product design needs.
* Proficient in connecting research insights across other business functions to maximize the impact of research efforts.
* Experience in leading large complex projects across multiple surfaces and journeys
Preferred Qu...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-28 07:29:59
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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 Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-28 07:29:59
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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 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...
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Type: Permanent Location: Apple Valley, US-MN
Salary / Rate: Not Specified
Posted: 2026-01-28 07:29:59
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Hernando, US-MS
Salary / Rate: Not Specified
Posted: 2026-01-28 07:29:58
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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: Hernando, US-MS
Salary / Rate: Not Specified
Posted: 2026-01-28 07:29:58
-
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: Fort Smith, US-AR
Salary / Rate: Not Specified
Posted: 2026-01-28 07:29:58
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The world-class Corporate Communications team at JPMorganChase is seeking an experienced public affairs communications professional to design media engagement strategies to advocate for U.S.
public policies that will grow the economy, promote free enterprise, and support the financial needs of consumers, businesses and communities.
As a Policy & Advocacy Media Relations Vice President within Corporate Communications you will be a part of the growing Policy and Advocacy Communications team in Washington, D.C., and work in partnership with the Global Government Relations team, including Federal Government Relations, State Government Relations, and Regulatory Affairs.
In addition, you will serve as an on-the-record spokesperson for the firm, and build and maintain relationships with media and other opinion shapers that cover financial services policy issues in the U.S.
You will also coordinate with trade associations that represent the industry's interests in Washington, D.C.
and in state houses across the U.S.
Job responsibilities
* Provide media engagement recommendations to support issue advocacy.
* Engage directly with press on and off the record.
* Cultivate meaningful relationships with a broad array of reporters, editors, opinion columnists, and producers across the evolving media landscape.
* Draft official, public-facing materials in response to key public policy issues.
* Identify opportunities in the media that allow us to share our story and shape key policy debates.
* Support messaging and content development to inform and engage elected officials, non-profit organizations and other issue-specific experts.
* Prepare senior executives for public appearances related to public policy.
* Track and analyze public conversations around issues to inform communications and advocacy strategy.
* Engage in crisis communications planning and response.
* Partner closely with functions across the firm to ensure alignment of messaging and strategy.
Required qualifications, capabilities, and skills:
* 7 plus years of experience in public affairs, issue advocacy, or political campaigns.
* Ability to develop creative pitches and effectively tell stories through the press.
* On-the-record experience managing high-profile policy debates in the press.
* Excellent crisis communications skills and ability to demonstrate leadership through chaos.
* Experience in providing counsel to senior executives or public-facing officials.
* Excellent writing skills and ability to develop talking points for internal and external audiences and exceptional interpersonal skills.
* Fluency across social media and alternative media channels with a proven ability to tap them to protect reputation and advocate for policy priorities.
* Well-developed strategy and planning skills and experience leading public positioning in the press; superior judgment, with ethics of the highest caliber...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2026-01-28 07:29:57
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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: Fort Smith, US-AR
Salary / Rate: Not Specified
Posted: 2026-01-28 07:29:57
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Unlock your potential as a Client Associate at J.P.
Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.
Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships.
With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms.
Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience.
Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice.
Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence.
Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 18...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-28 07:29:57
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Join our dynamic team as a Client Service Associate and become a vital part of our mission to elevate client experiences.
As a Client Service Associate within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support to our clients.
Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs.
You will leverage your broad knowledge of banking principles and practices to make informed decisions that impact our team and departmental goals.
Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward.
This role is an opportunity to apply your skills in a dynamic environment, contribute to team objectives, and enhance client relationships.
Job responsibilities
* Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
* Protect both the client and the institution from potential financial and reputational damage.
* Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
* Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
* Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in a client service role within a financial institution.
* Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
* Experience in change management, with the ability to facilitate strategic communications and mitigate stakeholder impact.
* Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations.
Preferred qualifications, capabilities, and skills
* Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
* Drive continuous improvement initiatives for high-quality client experiences.
* Experience in client-facing roles working across multiple business areas and/or functions to deliver results.
* Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-01-28 07:29:56
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Play a vital role in shaping the future of an iconic company and make a direct impact in a dynamic environment designed for top achievers.
As a Senior Lead Cybersecurity Architect at JPMorganChase within the Consumer & Community Banking (CCB) Business Information Security Officer (BISO) area, you will develop high-quality cybersecurity solutions for AI systems, integrations, data, and platform products.
Your role will drive significant business impact through deep technical expertise and problem-solving methodologies, addressing diverse cybersecurity challenges across multiple technology domains.
Job responsibilities
* Guide the evaluation of current cybersecurity principles, processes, and controls, and lead the assessment of new technologies using existing standards and frameworks.
* Provide technical guidance and direction to support the business and its technical teams, contractors, and vendors.
* Collaborate with stakeholders and senior leaders to recommend business modifications during periods of vulnerability.
* Serve as a subject matter expert in cybersecurity architecture and threat modeling.
* Contribute to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle.
* Influence peers and project decision-makers to consider the use and application of leading-edge technologies.
* Foster a team culture of diversity, opportunity, inclusion, and respect.
Required qualifications, capabilities, and skills
* Formal training or certification on cybersecurity architecture concepts and 5+ years applied experience
* Hands-on experience delivering enterprise-level cybersecurity solutions and controls.
* Advanced proficiency in one or more programming languages or applications.
* In-depth knowledge of cybersecurity architecture, applications, and technical processes.
* Ability to tackle design and functionality problems independently.
* Practical cloud-native experience.
* Ability to evaluate current and emerging technologies to recommend the best solutions for future state architecture.
#CTC
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a ...
....Read more...
Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-28 07:29:56
