-
Play a pivotal role in safeguarding our assets and collateral through expert insurance coverage management.
This position offers an exciting opportunity to leverage your expertise in reviewing servicing activities and portfolio guidelines, ensuring quality and timeliness.
You will be instrumental in identifying trends and solving non-routine problems, while also coaching junior team members and collaborating with stakeholders to create win-win solutions.
As an Insurance Service Specialist IV within our lending services team, you will ensure appropriate insurance coverage for assets and collateral.
Your role involves reviewing servicing activities, identifying trends, and solving complex issues.
You will coach junior roles and work closely with stakeholders, using your emotional intelligence and conflict management skills to facilitate discussions and drive positive outcomes.
Job responsibilities
* Review and assess insurance coverage for assets and collateral, ensuring adherence to established guidelines and procedures.
* Collaborate with the vendor/servicing team during policy changes, utilizing conflict management skills to facilitate smooth transitions.
* Identify and analyze trends and root causes of errors in servicing activities, applying critical thinking to enhance quality control.
* Maintain effective communication with internal and external clients, leveraging emotional intelligence to build trusting relationships and establish credibility.
* Manage and organize workload to meet daily deadlines, utilizing time management skills to ensure efficient and timely completion of tasks.
* Coach and mentor junior roles, sharing expertise in work processes and procedures to enhance their professional growth.
Required qualifications, capabilities, and skills
* Baseline knowledge or equivalent expertise in insurance services, particularly in reviewing assets and collateral for appropriate coverage.
* Demonstrated ability to identify and analyze trends and root causes of errors, indicative of beginning proficiency in critical thinking.
* Experience in managing conflicts and facilitating discussions, showcasing beginning proficiency in conflict management.
* Ability to build trusting relationships with stakeholders, reflecting beginning proficiency in emotional intelligence.
* Proven skills in organizing tasks and managing multiple activities efficiently, demonstrating beginning proficiency in time management and organization.
* Strong communication skills, both written and oral, to effectively interact with diverse stakeholders.
Preferred qualifications, capabilities, and skills
* Advanced problem-solving skills and critical thinking abilities.
* Strong emotional intelligence and conflict management skills.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's mos...
....Read more...
Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:19
-
Be part of JPMorganChase's Wholesale Lending Services group! Join our Central Insurance Team and be the compliance expert we're looking for.
As an Insurance Service Analyst within JPMorganChase, you will play a crucial role in ensuring the appropriate insurance coverage for assets and collateral.
Your keen eye for detail aids in reviewing the quality and timeliness of servicing activities, while your ability to identify trends and root causes of errors helps maintain the integrity of our portfolio servicing guidelines.
You will collaborate with vendors and servicing teams, facilitating discussions to resolve conflicts and implement changes in policies, procedures, or systems.
Your critical thinking skills will be essential in making decisions guided by defined practices and procedures, and your emotional intelligence will help build trusting relationships with stakeholders.
Your role is pivotal in achieving short-term operational goals and delivering results that impact our team and the wider department.
Job responsibilities
* Review and analyze insurance coverage for assets and collateral, ensuring adherence to established guidelines and procedures.
* Collaborate with vendors and servicing teams to implement changes in policies, procedures, or systems, facilitating discussions to resolve conflicts.
* Utilize critical thinking skills to identify trends and root causes of errors in servicing activities, proposing solutions based on guidelines.
* Contribute to the preparation of reports, documenting the results of quality reviews and highlighting areas for improvement.
* Assist in the development and implementation of process improvements, leveraging time management and organizational skills to efficiently manage tasks and activities.
Required qualifications, capabilities, and skills
* Baseline knowledge or equivalent expertise in insurance services, specifically in reviewing assets and collateral for appropriate coverage.
* Demonstrated ability to identify trends and root causes of errors in servicing activities, with a focus on proposing solutions based on guidelines.
* Experience in facilitating discussions and resolving conflicts, particularly within teams and in relation to business decisions.
* Proficiency in organizing tasks, managing multiple activities efficiently, and achieving goals effectively.
* Ability to build trusting relationships and establish credibility with peers, managers, and stakeholders, using emotional intelligence to guide thinking and behavior.
Preferred qualifications, capabilities, and skills
* Basic leverage AI/ML to enhance insurance processes.
* Innovative mindset, motivated to continuously improve processes.
* Participate in team discussions to learn about best practices in process optimization.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many ...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:19
-
Join our dynamic team and become a pivotal force in shaping the future of client engagement at J.P.
Morgan Wealth Management.
As a leader in our organization, you will drive key business initiatives, foster a culture of client obsession, and empower our Private Client Investment Associates to deliver unparalleled service.
With a focus on innovation, collaboration, and excellence, you will play a crucial role in enhancing our client experiences and strengthening our position as a trusted partner in wealth management.
Embrace the opportunity to make a meaningful impact and advance your career in a supportive and inclusive environment.
As a Client Service Team Lead within the Private Client Investment Associates team, you will collaborate with leadership to orchestrate and communicate crucial business strategies.
Your responsibilities will include bolstering the performance and growth of the associates through extensive onboarding, training, and regular in-field workshops designed to augment their proficiency and knowledge.
Job responsibilities
* Facilitate the onboarding and training of Private Client Investment Associates, conducting workshops to boost their skills and effectiveness.
* Identify and implement best practices to exceed client expectations, fostering a culture of client obsession within the team.
* Provide field feedback to practice management on key initiatives and serve as a liaison between associates, advisors, and market directors.
* Review and approve time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements.
* Assist in resolving various technology issues to ensure smooth operations.
* Strengthen relationships with internal business partners, including One Chase partners and branch leadership, focusing on enhancing the employee experience and driving an inclusive culture.
Required qualifications, capabilities, and skills
* 3 + years proven experience leading teams and coaching in a client-focused environment
* FINRA Series 7, 66 or 63/65, 9 & 10 required and the ability to hold registration in all 50 states and territory plus state Life and Health Insurance
* Innovative thinker able to drive future engagement with clients to provide an exceptional experience
* Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility
* Demonstrated ability to collaborate across J.P.
Morgan Wealth Management and with other One Chase partners i.e.
Consumer Banking & Business Banking
* Strong communication skills, highly professional, attention to detail and excellent follow-through
* High degree of Wealth and / or investment product and technology acumen
* Ability to travel 25% of the time
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve th...
....Read more...
Type: Permanent Location: West Harrison, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:19
-
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...
....Read more...
Type: Permanent Location: Tiburon, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:18
-
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
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this posit...
....Read more...
Type: Permanent Location: Carlsbad, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:17
-
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...
....Read more...
Type: Permanent Location: Sun Prairie, US-WI
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:16
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Madison, US-WI
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:16
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Wichita, US-KS
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:15
-
Join JPMorgan Chase's Firmwide P&A Transformation and Innovation organization and help shape the future of planning and analysis.
In this exciting role, you'll translate complex planning processes into scalable Anaplan solutions that improve quality and efficiency.
You will partner closely with P&A teams, product development, and stakeholders to drive adoption, deliver value, and continuously enhance our capabilities.
Grow your expertise in enterprise planning technology while making a tangible impact across the firm!
Job Summary:
As an Anaplan Solution Delivery Analyst in the Anaplan Solution Delivery team within the Firmwide P&A Transformation and Innovation organization, you will collaborate with internal clients across the Planning & Analysis community to turn their planning needs into well-designed Anaplan solutions.
You'll manage requirements, testing, training, and implementation to ensure high-quality delivery and strong user adoption.
This is an individual contributor role that offers significant exposure, ownership, and opportunities to influence firmwide planning processes.
Job Responsibilities:
* Build relationships with P&A clients as a trusted partner that understands their processes and pain-points.
* Document client use-cases and translate them into clear, written Anaplan model and UX specifications.
* Partner with Product Development to refine requirements, clarify edge cases, and align on release plans.
* Project manage solution implementations and feature updates, coordinating timelines and stakeholders.
* Maintain feed development efforts, maintain and prioritize backlogs of features and bug fixes in JIRA and the JPMC Feature Request Tool.
* Create intelligent test plans, execute functional testing, and coordinate user acceptance testing of Anaplan model and UX updates.
* Document test outcomes and traceability to requirements to ensure quality and compliance with acceptance criteria.
* Train P&A users on new products and features, sharing tips and best practices to drive adoption and proficiency.
* Support clients in implementing Anaplan solutions into business processes, including process re-engineering and continuous improvement.
* Troubleshoot data, logic, and UX issues; triage and escalate with Product Development teams as needed.
* Maintain solution documentation, playbooks, user guides, and videos; contribute to change management presentations, demos, and other communications.
Required Qualifications, Capabilities, and Skills:
* 2 plus years of relevant experience with a bachelor's degree in business, finance, or data science; or 0.5 years with a master's degree.
* Excellent in-person, virtual, chat, email, and presentation communication skills with individuals and groups, adapting style to audience.
* Understanding of standard financial forecasting, planning, and budgeting processes across varied organizations.
* Strong relationship-build...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:15
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Wichita, US-KS
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:14
-
Join us to lead the delivery of innovative CRM solutions that drive business impact.
You will collaborate with talented teams and senior leaders, shaping the future of our Sales, Research, and Data Technology platforms.
At J.P.
Morgan, you'll have the opportunity to grow your career, influence strategic direction, and foster a culture of inclusion and excellence.
Your expertise will help us deliver value to clients and empower teams to achieve their best.
As a Product Delivery & Agile Lead in our CRM Technology team, you will oversee the end-to-end delivery process across multiple agile teams.
You will guide product management and software development, ensuring alignment with our company's vision.
Your leadership will help drive efficient processes, transparent governance, and continuous improvement.
You will play a key role in building a collaborative and engaged team culture, supporting agile practices, and delivering impactful solutions.
Job Responsibilities:
* Manage projects to meet client commitments and deadlines, maintaining well-documented product backlogs
* Collaborate with Product Director and senior stakeholders to define and deliver a bold, achievable roadmap
* Guide development teams in establishing and tracking data-driven metrics for agile delivery
* Analyze, design, and implement efficient processes for product delivery and sprint planning
* Foster a culture of cooperation and engagement through team-led practices
* Produce clear and transparent project governance and reporting
* Apply commercial awareness to balance costs and benefits
* Support teams in adopting and improving agile practices
* Communicate effectively with stakeholders at all levels
* Drive continuous improvement through meaningful data and metrics
* Resolve conflicting priorities and navigate delivery teams skillfully
Required Qualifications, Capabilities, and Skills:
* Hands-on experience managing all stages of the delivery life cycle in an agile environment
* Strong organizational and prioritization skills with attention to detail
* Excellent written and verbal communication skills to articulate complex ideas
* Strong interpersonal skills, comfortable working with diverse audiences
* Ability to develop effective relationships with key business partners
* Demonstrated risk awareness and critical thinking skills
* Ability to work independently and own issues to resolution
* Flexible team player with a positive attitude in demanding situations
Preferred Qualifications, Capabilities, and Skills:
* Experience in technology areas such as eCommerce, pricing, trading, settlement, and CRM
* Expertise in resolving conflicting priorities within delivery teams
* Significant experience with agile software development in high-pressure environments
* Ability to extract and analyze development metrics for continuous improvement
* Degree level educatio...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:14
-
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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:13
-
You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients.
A role as a Market Executive in Mid-Corporate Banking is for you.
As a Market Executive in Mid-Corporate Banking you will hire and direct team members in their business development efforts to grow and retain profitable banking relationships with Mid-Corporate Market companies.
In this role you will be expected to maintain a portfolio of your own while leading the banking team however the portfolio size is typically smaller in recognition of management responsibilities.
Your team will typically include four to six bankers with indirect oversight over an underwriting staff, a sales/marketing assistant, treasury sales officer and client service professionals.Mid-Corporate bankers generally focus on companies between $100 million and $2 billion in sales size.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Minimum of ten years account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services with knowledge of the region
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships
* Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong technology experience; digital background preferred
* Excellent organizational, influencing and interpersonal skills
* Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
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 ba...
....Read more...
Type: Permanent Location: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:13
-
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion.
Job Responsibilities
* Act as a primary interface with our Mid-Cap Investment Banking Team
* Acquire new clients and maintaining and deepening a portfolio of relationships.
* Act as the interface between our financial sponsors team and portfolio companies
* Growing and retain profitable relationships within the Mid-Corporate Banking target market
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Seven plus years of lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
* Corporate finance expertise and strong transaction execution skills
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and ...
....Read more...
Type: Permanent Location: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:13
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: South Jordan, US-UT
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:12
-
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: Ogden, US-UT
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:12
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Network Services, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Automate various network services infrastructure as well as client facing network provisioning via APIs and ReactJS based frontend.
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 8+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced and Hands-on experience in Python programming language
* Expertise in web framework such as Django and/or Flask.
Responsible for designing, developing, and maintaining robust APIs.
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Understanding of RabbitMQ, Relational and NoSQL databases.
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Familiarity with modern front-end technologies such as ReactJS
* Exposure to public...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:11
-
Join a team at the forefront of safeguarding JPMorgan Chase's resilience and reputation.
As part of Risk Management and Compliance, you'll help drive responsible growth by anticipating and addressing emerging risks.
Our culture values innovation, challenges the status quo, and strives for excellence.
Be a key player in managing critical regulatory relationships and ensuring the firm's continued success.
Make a meaningful impact on our company, customers, and communities.
As a Regulatory Strategy Senior Officer (Associate) in the Firmwide Regulatory Strategy team, you will support the coordination and management of regulatory examinations and ongoing monitoring engagements across the firm.
This role offers the opportunity to work closely with senior leaders, develop expertise in regulatory strategy, and build relationships across multiple business units and functions.
You will play a vital role in ensuring effective regulatory interactions and compliance, contributing to the firm's strong risk management culture.
Job Responsibilities:
* Coordinate regulatory examinations and ongoing monitoring engagements across diverse business units and functions.
* Provide timely updates and escalate potential issues to management for resolution.
* Build and maintain effective relationships with Risk, Compliance, Business, Operations, Finance, Technology, Control Management, Legal, and Internal Audit teams.
* Collaborate with stakeholders to gather and analyze information and documentation for regulatory requests.
* Summarize and package regulatory submissions, ensuring proper classification and confidentiality.
* Perform redaction of Confidential Supervisory Information as required.
* Deliver periodic examination status updates and contribute to internal reporting.
* Maintain accurate tracking of examinations and regulatory findings.
* Ensure data quality for inputs into the team's central repository to support reliable reporting.
* Support project management across multiple work streams and partners.
* Demonstrate high integrity, confidentiality, and trustworthiness in all interactions.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree required.
* Minimum 2 years of experience in risk management, compliance, regulatory affairs, or related field.
* Excellent interpersonal, organizational, leadership, and communication skills (oral and written).
* Strong client service orientation and ability to advise managers and stakeholders.
* Proven analytical skills and attention to detail in evaluating complex regulatory issues.
* Demonstrated project management skills and ability to manage multiple assignments.
* Ability to thrive in a fast-paced, deadline-driven environment.
* Advanced organizational and time management abilities.
* High level of integrity, confidentiality, and trustworthiness.
* Strong proficiency in MS Outlook, Word, Exc...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:10
-
Bring your Expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
Job summary
As a Merchant Risk Credit Strategy Vice President in the Merchant Services Credit Risk team, you will lead strategic initiatives and project management efforts to enhance credit risk processes and controls.
You will collaborate with cross-functional teams, drive process improvements, and ensure strong oversight and compliance.
Together, we will champion innovation, support technology initiatives, and foster a culture of partnership and continuous improvement.
This role empowers you to influence change and make a meaningful difference in how we manage risk.
Job responsibilities
* Partner with the Merchant Services credit risk management team to achieve business priorities and objectives
* Lead and coordinate merchant services credit risk initiatives focused on process improvement and automation
* Drive collaboration with cross-functional teams to enhance risk management and controls
* Monitor and oversee credit processes, data quality, and remediation efforts
* Serve as a thought leader and advocate for merchant services credit risk in technology projects and working groups
* Support change management by facilitating adoption of new processes, technologies, and strategies
* Interpret and apply policy requirements and procedures relevant to merchant services credit risk
* Manage merchant services credit risk documentation, ensuring strong governance and effective controls
* Communicate clearly and effectively with stakeholders at all levels
* Synthesize and summarize complex data to support decision making
* Identify and address gaps in controls, performing root cause analysis and implementing solutions
Required qualifications, capabilities, and skills
* Bachelor's degree
* Experience in a commercial or investment bank credit or banking role
* Experience in audit, control, operations, or program management roles with a record of high performance
* Strong written and verbal communication skills, including executive-level communication
* Excellent organizational and project management skills, able to manage competing priorities
* High initiative, self-direction, and ability to work well under pressure
* Ability to collaborate across multiple stakeholder groups and regions
* Strong analytical and problem-solving skills, able to synthesize complex data
* Experience in control and process oversight, including gap identification and cont...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:10
-
Are you ready to shape the future of client banking and business technology? Join a dynamic team driving innovation and transformation across global markets.
This is your chance to make a real impact by enhancing client experiences and streamlining business processes.
Work alongside talented professionals, leveraging cutting-edge technology and automation.
Be part of a collaborative environment where your ideas and contributions matter.
As a Product & Transformation Associate within the Product & Transformation team, you play a pivotal role in supporting business growth and delivering outstanding client and employee experiences.
You will collaborate with colleagues across regions, helping to develop smarter, more efficient processes that make a tangible difference.
Your work will empower teams to deliver exceptional service and drive meaningful change within the organization.
Job responsibilities
* Execute product adoption and expansion initiatives through data analysis and retention
* Participate in regular meetings and maintain accurate notes to ensure effective execution
* Investigate and resolve customer issues promptly and efficiently
* Track and analyze key metrics to measure project success
* Communicate achievements and system enhancements to stakeholders
* Develop and maintain supporting materials for customer onboarding and adoption
* Collaborate with cross-functional teams to ensure seamless customer experiences
* Organize technical solutions for data analysis and reporting
* Create presentations and formal communications for senior stakeholders
* Engage with users to understand support processes and identify improvement opportunities
* Network and influence change through in-person and virtual interactions
Required qualifications, capabilities, and skills
* 2+ years of experience in customer success
* Strong verbal and written communication skills
* Proficiency in technology and data systems, with a willingness to learn new tools
* Demonstrated analytical and critical thinking abilities
* Experience working in a collaborative, team-oriented environment
Preferred qualifications, capabilities, and skills
* Experience with project management, product development, or transformation initiatives
* Familiarity with tools such as Pitchpro, Confluence, JIRA, SharePoint, Excel, or Alteryx
* Exposure to AI/ML automation technology and large language models
* Ability to create impactful presentations and formal communications
* Experience supporting global teams or stakeholders across multiple regions
* Knowledge of customer onboarding and adoption processes
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 s...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:09
-
Shape the future of user experience and Conversational AI with strategic design initiatives that blend business needs, user insights, and cutting-edge AI technologies.
As a Vice President Experience Design Lead in the AI for CIB Operations team, you will play a pivotal role in shaping the user experience across our products and services-including the design and development of Conversational AI chat tools for Operations Teams.
Leveraging your deep knowledge of design, research practices, and conversational interface design, you will lead strategically important initiatives and develop innovative solutions that align with business requirements and user needs.
As a subject matter expert, you will collaborate with cross-functional teams, guide and mentor junior designers, and foster a culture of inclusivity and accessibility.
Your expertise in experience strategy, inclusive design, and AI-driven solutions will ensure our offerings are not only visually appealing but also accessible, user-friendly, and powered by natural language technologies to enhance the overall customer and employee experience.
Job Responsibilities
* Develop and execute design/research strategies for complex projects-including Conversational AI tools and chatbots-ensuring alignment with business objectives and user needs across multiple product areas.
* Lead the design of AI-powered chat tools and natural language interfaces for Operations Teams, focusing on intuitive, human-centered interactions that drive efficiency and engagement.
* Diagram service flows and product features, design wireframes, and prototype interactions for key touchpoints, including conversational flows and AI-driven user journeys, as you lead end-to-end design initiatives within a specific domain.
* Collaborate with cross-functional teams-including AI/ML engineers and product managers-to integrate user experience and conversational design into the product development process, ensuring seamless, customer-centric, and employee-centric solutions.
* Analyze market trends and leverage data insights, including conversational analytics, to inform design decisions and optimize user and agent experiences across various platforms and channels.
* Operate with an iterative design mindset, gathering and incorporating user and agent feedback to continuously improve the overall experience of our offerings, including AI chat tools.
* Deliver across concurrent projects and efficiently scale execution of design direction, providing status and transparency to leadership.
Collaborate with Product Owners, Business Sponsors, Strategists, Developers, and the design team to entrench a culture of design-and define the end-to-end product and conversational experience.
* Work closely with our Design System to produce and contribute to patterns, including conversational UI components, and to develop and refine our Visual and Conversational Design Language.
* Present your work to a diver...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:09
-
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: Everett, US-WA
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:08
-
Join JPMorgan Chase & Co as a Vice President, where you will play a pivotal role in supporting the Sarbanes-Oxley (SOX) and CCAR CFO Attestation Program (CCAP) control frameworks for the Commercial & Investment Bank.
This position offers a unique opportunity to ensure effective controls for critical reporting within a major line of business.
You will be part of the internal controls function within the Commercial & Investment Bank's Controllers group, enhancing the overall control framework for external reporting and complementing other internal control functions, including Finance Control, Risk Management, Audit, and Compliance.
Job Summary:
As a Vice President within the Commercial & Investment Bank, you will ensure effective controls for critical reporting within a major line of business.
You will collaborate with diverse teams to enhance the financial reporting control environment and improve operational efficiency.
This role offers high visibility and the opportunity to influence enhancements that strengthen the financial reporting control environment.
Job Responsibilities:
* Analyze critical financial data and control metrics and perform detailed risk and control assessments.
* Partner with groups outside of finance (i.e., Operations, Risk, Compliance, and Technology) to influence enhancements that strengthen the financial reporting control environment and improve operational efficiency.
* Prepare analysis and slides for quarterly presentations to support CIB senior management's CCAR and SOX attestations.
* Stay current with evolving industry and regulatory changes and analyze their impact on external reporting processes and compliance.
* Coordinate SOX/CCAP program deliverables with firmwide and cross-functional partners.
* Leverage tools such as Tableau and Alteryx to perform data analysis on CIB portfolios.
* Meet frequently with Internal and External Audit and SOX teams to ensure proper coverage and eliminate duplication of efforts.
* Manage projects and oversee junior staff members, providing guidance and support to ensure successful project execution and professional development.
* Serve as the primary coordinator with external audit, facilitating communication and collaboration to ensure alignment and compliance with requirements.
Required Qualifications, Capabilities, and Skills:
* At least 6+ years of experience in Auditing, Accounting, Internal Control, and/or External Reporting.
* Comprehensive understanding of the CIB business and its regulatory environment.
* Experience and advanced skills in presenting to senior leaders.
* Advanced-level proficiency in MS Office tools (Excel, Pivot Tables, Access, VBA, PowerPoint).
* Proficiency with data profiling and data analysis toolsets/visualization, e.g., Alteryx, Xceptor, databases, SQL, or similar query language, and dashboard creation using Tableau.
* Knowledge of Regulatory/SEC reporting, including but ...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:07
-
Step into an exciting role as a Quant Analytics Associate on our Point of Sale Capabilities team, where you'll use data and technology for the Trust and Securities Team.
If you enjoy solving problems and working with big data, you'll thrive in this collaborative and innovative environment.
As a Quantitative Analytics Associate in the Point of Sale Central Analytics Team in Trust and Securities, you will join a forward-thinking team that seeks to prevent plastics fraud through data-driven analysis.
You will develop and advance reporting dashboards, optimize data consumption practices, and work with cross-business partners to promote benefits in all aspects of fraud prevention.
Your role will involve analyzing big data, understanding complex systems, identifying opportunities, and creating solutions.
We are looking for a self-driven problem solver with a strong sense of ownership
Job Responsibilities:
* Gain a thorough understanding of the full lifecycle of a point-of-sale transaction to deliver timely, efficient, and fit-for-purpose solutions.
* Analyze large datasets to identify patterns, trends, and anomalies that may indicate fraudulent activity.
* Build, develop, and maintain reporting systems, data automation systems, and dashboards to communicate findings and insights to leadership for strategic decision-making.
* Support the modernization of reporting infrastructure on the cloud by performing ad hoc analyses to ensure data integrity and communicating progress to senior management.
* Seek to enhance internal analytical techniques and introduce best practices to improve key business metrics.
* Work independently and collaboratively with cross-functional partners to complete analytical tasks, beginning with problem identification, analyzing large and complex data, and formulating concise conclusions with actionable recommendations
Required qualifications, capabilities, and skills
* MS degree with 3 years of experience in Risk Management or another quantitative field, or
* BS degree with a minimum of 5 years of experience in Risk Management or another quantitative field.
* Strong background in statistics, mathematics, or a related quantitative field.
* Hands-on experience with SAS, SQL, and Alteryx.
* Advanced knowledge of Tableau or equivalent data visualization platforms.
* Ability to query large datasets and transform raw data into actionable insights.
* Strong communication and interpersonal skills, with the ability to interact effectively with individuals across departments/functions, including senior-level executives.
Preferred Qualifications, Capabilities, and Skills:
* Python programming skills
* Familiarity with data mining and other advanced analytics techniques
This role is NOT eligible for any visa sponsorship/support now or in the future.
This role is full time in office 5 days a week; not remote nor hybrid.
Chase is a leading financial services fi...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:06
-
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager inB2B Payables, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
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 range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health a...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-08 07:09:06