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DESCRIPTION:
Duties: Design, develop and implement software solutions.
Solve business problems through innovation and engineering practices.
Involved in all aspects of the Software Development Lifecycle (SDLC) including analyzing requirements, incorporating architectural standards into application design specifications, documenting application specifications, translating technical requirements into programmed application modules, and developing or enhancing software application modules.
Identify or troubleshoot application code-related issues.
Take active role in code reviews to ensure solutions are aligned to pre-defined architectural specifications.
Assist with design reviews by recommending ways to incorporate requirements into designs and information or data flows.
Participate in project planning sessions with project managers, business analysts, and team members to analyze business requirements and outline proposed solutions.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Computer Science, Computer Engineering, Data Engineering, or related field of study plus 3 years (36 months) of experience in the job offered or as Software Engineer, Data Engineer, QA Engineer, or related occupation.
The employer will alternatively accept a Bachelor's degree in Computer Science, Computer Engineering, Data Engineering, or related field of study plus 5 years (60 months) of experience in the job offered or as Software Engineer, Data Engineer, QA Engineer, or related occupation.
Skills Required: This position requires three (3) years of experience with the following: Developing software, resolving application dependencies, and enhancing application performance using advanced features of Spring and Spring Boot framework, including dependency injection, aspect-oriented programming, and Spring Security, with Maven or Gradle configurations; Performing data analysis within enterprise databases using data extraction, cleaning, transformation, and loading techniques.
This position requires two (2) years of experience with the following: Developing software in a microservices environment by deploying REST and GraphQL APIs; Developing software utilizing industry-specific security protocols and encryption methods, including TLS and SSL for secure data transmission and AES encryption for data at rest; Building applications that utilize JSON and XML formatted data files and service payloads for data transfers; Performing data manipulation, structuring, design flow, and query optimization on financial datasets using Python, SQL, and functions including Common Table Expressions (CTE), ROW_NUMBER(), RANK(), and DynamicSQL for flexible query generation; Translating quantitative information into actionable insights using industry-standard algorithms and models, including risk assessment models, fraud detection algorithms, and customer segmentation models tailored for financial services; Designing and developing interactive reports using vi...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:54
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DESCRIPTION:
Duties: Drive deal execution through every step of the transaction process.
Prepare marketing and pitch materials for client meetings in coordination with other deal team members.
Advise clients on global rate and credit market dynamics and how they affect their debt portfolios, liquidity facilities and funding decisions.
Participate in the structuring, marketing and pricing of bond and loan executions.
Coordinate with investment banking coverage, corporate banking, credit risk management, operations, interest rate/FX risk management and syndicate to provide clients with holistic corporate finance and capital structure solutions.
Develop industry specific knowledge of the client base and awareness of key decision makers including CFOs, Treasurers, and Capital Markets Directors.
Maintain direct dialogue with client coverage officers and debt and equity partners.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Economics, Finance, Business, or related fields of study plus 5 years of experience in the job offered or as Investment Banking Analyst, Investment Grade Finance Associate, Investment Banking Intern, Corporate Banking Intern, or related occupation.
Skills Required: This position requires five (5) years of experience with the following: Using TRACE, YAS, TDH, DDIS in Bloomberg to analyze debt maturity schedules for issuers together with performance of outstanding bonds for relevant peers to formulate new issue recommendations; Using Excel including lookup and index formulas, Bloomberg add-ins, graphs, tables, shortcuts, and sorting and manipulating large data sets; Crafting pitch pages for clients using PowerPoint flow diagrams, decision trees and timeline charts; Conducting fixed income bond mathematics including discounted cash flows, relative value analysis and cross-currency comparisons; Performing capital structure analysis in the context of strategic mergers and acquisitions, spin-offs and asset sales to optimize debt portfolios; Reviewing bond offering documentation in the context of USD, EUR, and GBP bond issuances; Reviewing credit agreements in the context of revolver or term loan financings; Guiding clients towards financing solutions based on differences in structure, requirements, and legal documentation between different debt products; Analyzing economic market drivers globally and central bank trajectory including Fed, ECB, and BOE, GDP, labor market, and inflation data.
Job Location: 270 Park Avenue, New York, NY 10017.
This position requires up to 10% domestic travel to client sites.
Full-Time.
Salary: $285,000 - $285,000 per year.
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, ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:53
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DESCRIPTION:
Duties: Drive Robotic Process automation projects for Markets and Prime Brokerage Settlements and Asset Servicing functions.
Drive programs of work responsible for pushing changes to core technology platforms.
Facilitate large scale business process reengineering efforts.
Ensure proper controls and compliance with all development work.
Leverage AI/Machine Learning technologies to enhance analytics, improve decision- making processes, and increase the efficiency of operational workflow.
Develop complex SQL queries to build improved data sources for operations users.
Provide guidance to junior developers on the team to ensure project completeness.
Represent the Intelligent Automation team to operations and technology stakeholders.
Provide automation tool and coding training to teammates and citizen developers in operations.
Continuously develop and refine the Intelligent Automation team's strategic roadmap.
Aid in the decision-making of which new tools/technologies should be adopted into operations processes.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Economics, International Business, Finance, or related field of study plus 2 years of experience in the job offered or as Operations Automation, Intelligence Solutions, AI/ML Lead, Strategy & Risk Management Analyst, Securities Settlement Analyst, or related occupation.
The employer will alternatively accept a Bachelor's degree in Economics, International Business, Finance, or related field of study plus 5 years of experience in the job offered or as Operations Automation, Intelligence Solutions, AI/ML Lead, Strategy & Risk Management Analyst, Securities Settlement Analyst, or related occupation.
Skills Required: This position requires experience with the following: End to end lifecycle of Robotic Process Automation projects; Robotic Process Automation tools and frameworks including UiPath and Robotics Re- Framework, Alteryx, SQL, Python, and Tableau; Post Trade processes including Trade Settlements, Trade Matching, Reconciliations, Reporting, Asset Servicing for Mandatory and Voluntary events, Income events for dividend and coupons, and Fail and Break remediation related to Settlements and Asset Servicing; Financial Services and Fintech tools including Impact and Cognos; SQL and Python; multi-functional and matrixed business process reengineering with more than 100 impacted individuals; Applied AI/ML use case identification for financial operations; using DTCC, Euroclear, and BNY; and Agile and Scrum methodologies for development and JIRA.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, discretionary incentive compensation which may be 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 h...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:51
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As a Vice President in the J.P.
Morgan Alternative Asset Management team within Global Alternatives Investment Solutions based in New York, you will serve as the main point-of-contact for our institutional clients and J.P.
Morgan Asset Management's Client Advisors.
You will play a key role in coverage of investors across hedge fund accounts, including driving the development and ownership of an improved client servicing model to enhance the experience of clients across the platform.
You will also work closely with senior members of the team to develop compelling marketing materials and to help tell our story to both existing clients and prospects.
Superior candidates will demonstrate a strong work ethic, be creative and proactive in problem solving, be adaptable and comfortable in high pressure situations.
You should have a passion for markets and demonstrate intellectual curiosity regarding our investment offerings.
You will be proactive and anticipate the next steps for success.
You will primarily work on the below with additional responsibilities developing based on the team's needs and your skillset.
Job Responsibilities
* Serve as the main point-of-contact for our clients and J.P.
Morgan Asset Management's Client Advisors
* Develop and own a holistic institutional client servicing model, including reporting, portfolio reviews, ad hoc queries, and communication to team leadership
* Lead the investment support analysts across the team globally by managing bandwidth, assigning priorities, overseeing output, and driving professional growth
* Produce and review regular reporting and commentary on client portfolios
* Drive preparation for portfolio reviews with existing clients, including creation and review of materials
* Collaborate with various teams to support data enrichment and automation efforts to enhance the client experience
* Work closely with product structuring, legal, compliance, operations and finance teams to create a seamless client service experience
* Contribute to and own high-profile projects and business initiatives as needed
* Help support business development efforts by working closely with team leaders to develop compelling marketing materials and thought leadership pieces for external and internal audiences
* Respond to client queries and formal Requests for Proposal
Required qualifications, capabilities and skills
* Bachelor's Degree in Finance, Economics or related field
* Excellent interpersonal skills, ability to build strong relationships and a team player
* Ability to grasp complex concepts and explain them to others
* Intense attention to detail
* Outstanding work ethic and commitment to success
* Demonstrated interest in markets and hedge fund investments
* Proactive mindset and ability to anticipate questions and team needs
* Superior excel and PowerPoint skills
* Strong written and verbal communication skills
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:50
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Fully supporting our customers' success requires a commitment to support the community's success.
The Community Manager role within the Community and Business Development organization will report to the Divisional Community & Business Development Manager in one of our five Consumer Banking Divisions.
This role will play a crucial role in supporting our commitment to our customers' success and the success of the community.
The broader team's focus is to grow One Chase business opportunities within underserved communities and across diverse segments.
The team will also create integrated, actionable financial health roadmaps to help our communities thrive.
As a Vice President - Community Manager in Consumer Bank, you will work in the field, develop a community outreach and engagement program, and collaborate with various teams within Chase to ensure your local community benefits from the full suite of resources we have to offer.
You will be responsible for growing One Chase business opportunities within underserved communities and diverse segments, creating integrated and actionable financial health roadmaps, and building relationships to ensure financial education and product solutions are accessible to all within your assigned community.
Job responsibilities
* Develop a community outreach and engagement program that builds community relationships with proven ability to make business development calls (70% external, 30% internal)
* Leverage national community playbook (i.e., activation plan) to engage the community in a meaningful way, and complimenting the curriculum with local programing and events to host in branches
* Build and manage the community engagement calendar, facilitate (and/or co-facilitate) regular financial health workshops, Chase Chats and community events in the branch
* Own execution of the events end to end from event outreach, in-branch awareness, customer and community enrollment
* Report results based on event surveys to inform national community teams on opportunities for improvement
* Partner with Branch Managers, Bankers and OneChase Partners on customer engagement, referrals from events and adoption of financial product solutions, and with Global Philanthropy to ensure a collaborative approach to events
* Act as a Culture Carrier and steward of inclusion in the branches by supporting employee development and BRG partnership
Required qualifications, capabilities, and skills
* Proven leadership experience with ability to influence across the firm and in the community
* Heavily organized and with strong event coordination and project management skills
* Ability to build strong relationships with clients, peers, partners and contacts
* Executive presence with strong presentation skills in small and large / public group settings
* Self-starter with a proactive approach, strong time management and prioritization skills and a passionate, authentic, and bold team ...
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Type: Permanent Location: Waco, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:49
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's International Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist in the International Private Bank, covering UK, Canada and Caribbean markets , you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
* Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
* Develop investment policy statements and advise on asset allocation
* Closes sales of complex investment products
* Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
* Build excellent working relationships with internal clients
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
* Provide guidance to junior staff
Required Qualifications, Capabilities, and Skills
* Bachelor's degree required
* Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Seven plus years of experience in Private Banking or Financial Services industry
* Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, and Skills
* MBA or CFA preferred
* Prior experience providing complex investment solutions to individuals
* In depth experience and/or knowledge of hedge funds, private equity and alternative investments
* Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:46
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Industry Executive, Applied Technology Banking, Managing Director (Location Flexible)
You are customer focused, enjoy building relationships, and providing financial advice to your clients.
A role as an Industry Executive is for you.
As an Industry Executive on the Applied Technology, Innovation Economy team, you will hire and direct team members in their business development efforts to grow and retain profitable relationships within the Commercial and Specialized Industries group specializing in Applied Technology.
The Applied Technology team is part of J.P.
Morgan's Commercial Bank and Specialized Industries group.
In this role, you will be the focal point of client acquisition, business development, and ongoing relationships with the world's most innovative companies in the Applied Technology sector-including robotics, space, quantum computing, and semiconductors.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
This role is ideal for a leader passionate about the intersection of technology and finance, with a focus on supporting founders and companies driving innovation in Applied Technology.
You and your team will play a critical role in shaping the future of the Innovation Economy by delivering the full breadth of J.P.
Morgan's capabilities to clients in this dynamic sector.
You will manage a national team of 10+ Applied Technology Bankers.
Job Responsibilities
* Build a Brand: Demonstrate the ability to build a brand that represents Applied Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients."
* Business Development: Develop new business by acquiring new relationships and deepening existing relationships by delivering the entire Firm, leading internal strategic discussions across all our solutions including credit and payments.
* Founder Focus: Relentlessly focus on seeking out the best founders powering innovation in applied technology by leveraging a referral network built through business activities and relationship development.
* Innovation & Risk Management: Champion a culture of innovation and a customer-centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately.
* Industry Engagement: Be passionate about innovation, the start-up ecosystem, and entrepreneurship, with a desire to stay up to date with industry trends in applied technology to identify opportunities for innovation or strategic partnerships.
* Efficiency & Automation: 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
* 12 plus years of business development, commercial banking, or other relevant sales experience in the technology or applied technology ecosystem.
Proven track record of sourcing and navigating complex sales ...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:45
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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: Council Bluffs, US-IA
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:45
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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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:44
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:43
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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: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:43
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Chase Business Banking provides a comprehensive suite of banking and financial services tailored to small business owners.
Our mission is to be the most recommended financial partner in our communities, supporting business owners as they start, run, and grow their businesses.
The Business Banking Marketing Transformation team is dedicated to empowering marketers by optimizing technology, streamlining workflows, and fostering a culture of innovation and continuous learning.
We drive strategic initiatives that leverage advanced solutions, including GenAI, to enhance productivity, efficiency, and campaign effectiveness.
Job Overview
As an AI Marketing Transformation Vice President within the Business Banking Marketing Transformation team, you will identify, develop, support, and lead high-impact AI use cases that drive business value and Marketing transformation.
You will establish clear metrics and frameworks to measure the ROI and effectiveness of AI initiatives, manage pilot projects, establish a prompt library, and more, ensuring alignment with business objectives.
This role partners closely with cross-line-of-business teams, Data Science, Product, and Controls to integrate AI solutions, while documenting and sharing best practices to accelerate adoption and foster a culture of innovation.
Job Responsibilities
* Identify, develop, prioritize, and lead high-impact AI use cases for BB Marketing, ensuring alignment with business objectives.
* Establish clear metrics and frameworks to measure the ROI and effectiveness of AI initiatives.
* Manage pilot projects to test and validate AI applications across BB Marketing groups.
Gather, consolidate, and communicate feedback to pilot leads, driving continuous improvement and scaling of successful solutions.
* Provide guidance and support to BB Marketing groups leading their own AI projects.
Track progress, share resources, and ensure alignment with the overall AI strategy.
* Partner with xLOB Marketing AI teams, Data Science, BB Product, and Controls to integrate AI solutions seamlessly into Marketing processes and platforms.
* Document and disseminate best practices, key learnings, and success stories to accelerate AI adoption and foster a culture of innovation across the organization.
* Develop, test, and refine text-based prompts for LLMs and other generative AI tools to ensure AI models produce high-quality, accurate and relevant content.
Monitor and analyze AI output, making data-driven adjustments to improve the prompt generation process and overall system performance.
* Build and maintain an internal library of successful prompts and syntax guidelines for consistent and organized use.
* Stay current with the latest advancements in AI, ML and natural language processing to incorporate new techniques and best practices.
Required qualifications, capabilities, and skills
* Bachelor's degree required; advanced degree preferred in Marketing, Busine...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:42
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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 Market Director of Wealth in J.P.
Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience.
In this role, you will play a key role in promoting our customer obsessed culture.
We make it easy to bank and invest when, where and how our customers want.
You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.
Job responsibilities
* Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
* Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
* Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
* Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion
* Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
* Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
* Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency
Required qualifications, capabilities, and skills
* At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
* Ability to travel 50% of the time
* A valid and active FINRA Series 7, 66 (or equivalent) is required
* A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
* Proven ability to recruit, source and attract internal and external Advisor talent by building a...
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Type: Permanent Location: White Plains, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:41
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Chase Business Banking provides a comprehensive suite of banking and financial services tailored to small business owners.
Our mission is to be the most recommended financial partner in our communities, supporting business owners as they start, run, and grow their businesses.
The Business Banking Marketing Transformation team is dedicated to empowering marketers by optimizing technology, streamlining workflows, and fostering a culture of innovation and continuous learning.
We drive strategic initiatives that leverage advanced solutions, including GenAI, to enhance productivity, efficiency, and campaign effectiveness.
Job Overview
As a Marketing Transformation Senior Associate within the Business Banking Marketing Transformation team, you will design, develop, and deliver training programs and resources to support the adoption of new technologies and processes.
You will provide specialized learning opportunities, track adoption metrics, and proactively address barriers to effective use.
This role is responsible for preparing clear communications for stakeholders and providing hands-on program management support for key transformation projects, including the end-to-end marketing enablement solutions (CSP21), AI Transformation and the continued rollout of Monday.com.
Job Responsibilities
* Design, develop, and deliver training programs, workshops, and resources to support technology and process adoption.
* Track technology and process adoption metrics, proactively identify barriers to effective use through regular assessments, and implement targeted interventions to drive engagement and utilization.
* Prepare clear, impactful presentations, reports, and updates for key stakeholders, ensuring alignment and transparency on change initiatives and progress.
* Provide hands-on program management support for key transformation projects, coordinating cross-functional teams, managing timelines, and ensuring successful delivery of change initiatives.
* Collaborate with the BB Marketing Administration & Controls team, HR and external partners to provide specialized learning opportunities tailored to team needs.
Required qualifications, capabilities, and skills
* Bachelor's degree required; preferred fields include Communications, Marketing, Business, or related disciplines.
* Experience in Financial Services and product management.
* Minimum of 3 years in Marketing or a related field.
* Strong written and oral presentation skills, with the ability to convey information simply and clearly to customers and business partners.
* Experience in Marketing execution/delivery and project management.
* Proven ability to prioritize and manage multiple projects effectively.
* Demonstrated ability to anticipate and mitigate risk.
* Proficiency in Adobe, Microsoft Excel, and PowerPoint.
Preferred qualifications, capabilities, and skills
* Experience in using JPMorgan Chase's Marketing delivery pl...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:41
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Bring your expertise to JPMorgan Chase (the firm).
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.
As an Operational Risk Management Lead Vice President supporting North America, J.P.
Morgan Payments Line of Business (LOB) within the Compliance, Conduct and Operational Risk (CCOR) organization, you will report to a Operational Risk Director covering various products within the Payments business.
You will need to have the background and knowledge base to provide second line oversight and assess compliance and operational risk in connection with new Payments products, technologies and vendor relationships.
You will work with a diverse team of CCOR professionals supporting all areas around the globe, as the team works diligently to be innovative and present all business partners with thoughtful and unique solutions to the challenges they face.
J.P.
Morgan Payments is among the world's largest, most trusted and innovative full-service providers in one of the most dynamic and rapidly transforming spaces in financial services.
In addition to providing international cash management, liquidity, commercial card cross currency, escrow solutions, merchant services and trade finance, we continue to invest in future-growth initiatives, such as blockchain, AI & ML, as well as form partnerships with rising fintechs to expand our client base and product offerings.
Operating in over 160 countries and handling more than 120 currencies, J.P.
Morgan Payments offers specialized solutions that provide operating efficiencies and value beyond other standardized solutions available in the market.
Our global product and technology platform, integrated client service model and network of operational centers enable J.P.
Morgan Payments to deliver a consistent set of services to clients no matter where they are across the world.
Job Responsibilities
* Interact with senior business and functional stakeholders in connection with the development and implementation of new and updated products and services, new vendor relationships, and the onboarding of new clients
* Represent J.P.
Morgan Payments CCOR at control forums and other business meetings
* Lead and participate in ongoing second line of defense risk assessment activities including CCOR led risk & control reviews and first line of defense projects
* Identify unmitigated or partially mitigated risks, which can result in financial, operational or regulatory risks for the firm
* Provide credible challenge to the first line of defense to ensure risk is sufficiently mitigated and ...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:40
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Chase Business Banking provides a comprehensive suite of banking and financial services tailored to small business owners.
Our mission is to be the most recommended financial partner in our communities, supporting business owners as they start, run, and grow their businesses.
The Business Banking Marketing Transformation team is dedicated to empowering marketers by optimizing technology, streamlining workflows, and fostering a culture of innovation and continuous learning.
We drive strategic initiatives that leverage advanced solutions, including GenAI, to enhance productivity, efficiency, and campaign effectiveness.
Job Overview
As a Marketing Platform Strategy & Transformation Vice President within the Business Banking Marketing Transformation team, you will oversee the rollout, configuration, and ongoing management of the centralized Monday.com campaign management board.
You will drive the development and maintenance of boards, templates, automations, and best practices, while serving as the subject matter expert for the platform.
You will also be responsible for helping identify and implement solutions for Marketing process improvements, establishing proactive feedback channels and ensuring alignment with broader business objectives through effective representation and communication.
Job Responsibilities
* Lead the rollout, configuration, and ongoing management of the centralized Monday.com campaign management board, including the development and maintenance of templates, automations, and best practices.
* Establish and maintain proactive feedback channels with Marketing teams to identify and implement opportunities for process improvement, increased efficiency, and enhanced campaign outcomes.
* Act as the Monday.com subject matter expert, supporting new board creations, managing escalations, and addressing enhancement and support requests.
Deliver training and guidance to users as needed.
* Stay current on Monday.com product updates, new features, and industry best practices.
Proactively recommend and implement relevant enhancements to maximize platform value.
* Build relationships to understand pain points, gather requirements, and drive solutions, leading teams through change and challenging the status quo.
* Champion business and culture transformation with consistency, integrity, and humility.
* Operate effectively in a highly matrixed organization, influencing and communicating across all management levels.
Required qualifications, capabilities, and skills
* Bachelor's degree required; advanced degree preferred in Marketing, Communications, Business, or related disciplines.
* Minimum of 5 years in Marketing operations, campaign management, or platform leadership roles.
* Experience with Monday.com or similar campaign/project management platforms.
* Strong written and oral presentation skills, with the ability to convey information simply and clearly to users and business part...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:39
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Commercial Bank's Specialized Industries Segment, you will be responsible for growing and retaining profitable relationships with corporations in the Media, Communications and Digital Infrastructure space.
In this role you will be the focal point of client acquisition and ongoing relationships, driving national revenue and profitability growth, and ensuring our success within the industry from origination to delivery.
You will offer solutions to clients across various product sets, including Treasury Services, Asset Management, Credit, and Investment Banking.
This role requires national travel as well as close collaboration with leaders within the Commercial and Specialized Industries organization and across the firm, including but not limited to Middle Office, Risk, Private Bank, and Investment Banking partners.
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 further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
* Collaborate with partners across the firm to deliver full capabilities of the firm to clients
* Develop and execute sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* 5 plus years' direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of Media, Communications and Digital Infrastructure space
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:39
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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: Hauppauge, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:38
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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: Kansas City, US-MO
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:37
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Join our dynamic Global Investment Banking Planning and Analysis (P&A) team and help drive the future of our business.
We are seeking a strategic and experienced Senior Associate who thrives in a fast-paced environment and is excited to help drive financial performance and growth through analysis, innovation and collaboration.
This role offers high visibility and the opportunity to work with senior leaders across the Investment Bank and will play a key part in supporting decision-making processes and delivering impactful financial insights.
As a Financial Planning & Analysis Senior Associate on the Global Investment Banking team, you will play a key role in driving financial performance and supporting strategic planning.
This role offers exposure to high-impact projects, opportunities to collaborate with senior stakeholders, and the chance to influence key business decisions through financial and business insights.
You will work closely with a diverse group of stakeholders in a dynamic and inclusive environment.
Job Responsibilities
* Assist in developing and executing financial budgeting and forecasting processes to align with business objectives and market conditions
* Support business heads in conducting strategic business reviews by providing financial insights and recommendations
* Prepare earnings materials for the Chief Financial Officer, ensuring accuracy and clarity in financial reporting
* Conduct competitive benchmarking analysis against peers in the investment banking industry to inform strategic decision-making
* Partner with the business management team to manage headcount and drive expense-saving initiatives
* Develop and deliver compelling PowerPoint presentations for senior management and external stakeholders
* Serve as a key representative for the Investment Bank in calls with senior management, including the CFO, Business Heads, and FP&A leads
* Exhibit strong public speaking qualities to effectively communicate financial insights and strategies
* Collaborate with cross-functional teams to support business objectives
* Analyze data and develop innovative, solution-focused ideas to address business challenges
* Ensure accuracy and quality in financial analysis and reporting
Required Qualifications, Capabilities, and Skills
* At least 4years of experience, skilled in financial analysis and presentation tools, including Microsoft Office applications (Excel, Outlook, Word, PowerPoint)
* Values input and works effectively in cross-functional teams
* Anticipates trends and develops long-term strategies
* Conveys complex information clearly with excellent verbal and written communication skills
* Builds strong relationships and demonstrates empathy and emotional intelligence
* Analyzes data and develops innovative, solution-focused ideas
* Manages multiple tasks and adapts to changing environments
* Ensures accuracy and quality in ana...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:36
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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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:35
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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...
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Type: Permanent Location: Colorado Springs, US-CO
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:34
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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: Delafield, US-WI
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:33
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Career Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through N...
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Type: Permanent Location: Foley, US-AL
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:33
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Are you passionate about shaping financial strategy and driving impactful change? Join our Treasury team as a Vice President, where you will lead the design and implementation of transfer pricing and funding policies that support our firm's balance sheet and resource allocation goals.
This high-visibility role offers the opportunity to collaborate with senior leaders across Treasury, Finance, and Business teams, influencing key decisions and ensuring best-in-class policy frameworks.
You will work in a dynamic environment, leveraging your technical expertise and leadership skills to deliver innovative solutions.
Be part of a team that values strategic thinking, collaboration, and continuous improvement.
As a Funds Transfer Pricing, Vice President within the Treasury team, you will oversee the development, implementation, and governance of transfer pricing and funding policies, including Funds Transfer Pricing (FTP), to support the firm's balance sheet strategy and resource allocation.
The role requires strong technical skills, a solid understanding of banking products, balance sheets, and ledger structures, and the ability to lead projects and collaborate with senior stakeholders across Treasury, Finance, and Business teams.
Job Responsibilities
* Develop and maintain transfer pricing methodologies, including FTP and internal funding frameworks.
* Align policies with liquidity premiums, funding spreads, entity and currency considerations, and balance sheet structure.
* Update methodologies to reflect market conditions, regulatory requirements, and business strategy.
* Recommend and implement policy changes to support efficient resource allocation and balance sheet management.
* Oversee analysis of funding consumption, FTP allocations, and resource usage at business and legal entity levels.
* Support scenario modeling and impact analysis for policy changes and business initiatives.
* Prepare reports and presentations on transfer pricing and funding policy impacts for senior management.
* Ensure accurate mapping and reconciliation of FTP and funding charges within ledger and balance sheet accounts.
* Lead cross-functional projects to implement new transfer pricing and funding frameworks.
* Govern consistent application of policies and communicate changes across teams.
* Collaborate with Treasury, Finance, front office, and risk teams to ensure effective policy implementation and stakeholder engagement.
Required Qualifications, Capabilities and Skills
* 7+ years of experience in treasury, FTP, asset and liability management, or funding management at a financial institution.
* Strong understanding of banking products such as loans, deposits, derivatives, and securities, as well as balance sheets and ledger structures.
* Experience with transfer pricing and FTP methodologies and understanding of liquidity and funding frameworks.
* Strong analytical and quantitative skills;...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-17 07:34:32
