-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:21
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Briarcliff Manor, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:21
-
We are looking for a talented Strategy Senior Associate to join the Chief Administration Office Intelligent Solutions Product Strategy team !
The Intelligent Solutions Product Strategy team is responsible for introducing and scaling innovative technologies and tools.
We collaborate with business executives across all Lines of Business (LOBs) within JP Morgan , as well as tech groups, and external vendors to pilot new technologies, solve adoption challenges, market tool benefits, and define and track key metrics.
As a Strategy Senior Associate within the Chief Administration Office Intelligent Solutions Product Strategy team, you will support defining the strategy for the workflow automation domain, covering low-code workflow automation/app development tooling geared towards citizen developers, as well as email automation capabilities.
You will plan, execute, and manage change across multiple business lines and capabilities, working on projects such as managing Proof-of-Concept efforts with new vendors, raising awareness and growing adoption of tools in the Firm, developing a training strategy, showcasing tool benefits, building out tool comparisons, and collating resources and success stories.
You will regularly engage operations transformation leads and their team, as well as present to senior management.
Job responsibilities
* Develop executive presentations/communications to capture business-specific and firmwide progress and share with program and LOB Sponsors
* Organize firmwide forums to discuss common challenges and share best practices
* Coordinate pilots/proofs of concept of new capabilities/tools across multiple Lines of Business (LOBs) and Functions
* Liaise with various LOBs and centers of excellence across the Firm to track progress, including impact/benefits
* Develop, publish, and maintain Firm-wide educational materials (e.g., successful use cases, best practices, demos, relevant trainings from platform vendors)
* Collaborate with key stakeholders (e.g., operations leaders, technology, control management) on topics such as vendor strategy, governance & controls development, and training
* Build an in-depth understanding of technologies (e.g., Robotics, Process Modeling/Discovery) and specific tools (e.g., UiPath, Signavio), and potential applications across Operations/Functions
Required qualifications, capabilities, and skills
* Experience - 4+ years of experience in relevant industry (Financial Services, Management Consulting or Technology) and role (Innovation, Transformation, Change Management, or Process Improvement)
* Interpersonal skills - Ability to partner with team members, partners and stakeholders to support in-flight initiatives and priorities
* Execution skills - A bility to quickly distill broad-ranging information into a discrete set of opportunities and activities; exceptional organizational/ project management skills
* Communication skills - Executive-l...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:20
-
Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management.
We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.
Our global team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation.
Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P.
Morgan, we've experienced breakthrough growth over the last year.
Today, over 160 financial advisor firms with $46 billion in assets (and counting) are using 55ip.
Job summary:
As an Enterprise Sales Professional - Executive Director on the 55ip Enterprise sales team you will lead our enterprise efforts and secure new partnerships for our tax-smart investment platform.
You will be a team player who brings energy, creativity, and a collaborative spirit to help grow our firm and positively impact the advisors we serve.
This growth-oriented role is expected to make a meaningful contribution to the continued success of 55ip.
Job responsibilities:
* Source new leads and cultivate opportunities within wealth management channels, including Broker-Dealers, Wire houses, custodians, and Turnkey Asset Management Programs (TAMPS) by building relationships with key decision-makers
* Partner with National Accounts functions across strategic partners, including JPM, to create shared opportunities and drive mutual success.
* Identify additional opportunities within existing enterprise relationships
* Drive the sales process from initial contact through contract negotiations to close
* Collaborate with product consulting, technology, and operations teams to identify prospect-specific scope and pricing
* Coordinate with project management, implementation, and relationship management teams to ensure successful rollouts
* Work with product and marketing teams on market research to identify and develop target prospects and competitive intelligence
Required qualifications, skills and capabilities:
* Minimum of 10 years of experience, preferably selling to wealth management platforms
* Previous experience as a sales engineer, national accounts, or related position is a plus
* Ability to drive sales across multiple channels
* Demonstrated ability to collaborate with internal stakeholders to cultivate opportunities and contribute to successful rollouts
* Strong understanding of tech stack and workflow at the enterprise and advisor level
* Understanding of tax management, tax overlay, and direct indexing
* Trusted, senior contact at key firms within our target market (e.g., BDs, RIAs, Wires, and TAMPs)
Preferred qualifications, skills and capabilities:
* Successfully sold wealth/financial technology and investment solutions across the wealth management landscape (Asset Managers, Broker-Deal...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:20
-
If you are passionate about healthcare technology, supporting the needs of your customers, and have a strong desire to be a client-facing strategic account leader, we would love to speak with you about joining our team.
As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team.
You will be responsible for managing and growing relationships with some of the largest and most prestigious healthcare customers.
In this position you will have the opportunity to directly impact revenue retention and revenue growth.
You are a self-motivated, proactive, results-oriented candidate who wants to excel and learn in an open, professional, and team-oriented environment.
Job Responsibilities
* Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships.
* Maintain accurate customer account information, opportunity pipeline data, and documentation of activities.
Serve as the Customer's primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction.
* Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction.
* Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business.
Develop strong relationships with client leads and executives/C-suite.
* Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.
* Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm.
* Promotes adoption of InstaMed's solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.
* Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner.
* Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.
* Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth.
* Demonstrate a thorough understanding of InstaMed solutions, products and processes.
Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems
Required qualifications, capabilities, and skills
* 5 + years of proven success in a revenue-generating role
* 5 + years of experience within...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:19
-
J.P.
Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles.
Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P.
Morgan Asset Management.
Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes.
Customized alternative portfolios can be tailored to individual client needs.
We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.
Job Summary:
As a Commercial Mortgage Loan Originator within J.P.
Morgan Asset Management, you are responsible for sourcing, structuring, and negotiating new loans with the appropriate risk profile for various fund and separate account mandates.
You will develop and manage sourcing relationships, make recommendations on prospective origination opportunities, prepare and negotiate term sheets and loan applications, and work with outside counsel to negotiate loan documents.
Job Responsibilities:
* Originate a variety of loan types including floating rate, fixed rate mortgages, construction, development to perm and transitional with maturities of 5 to 30 years.
* Pro-actively develop, foster and maintain strong regional relationships with owners, operators and developers of institutional quality commercial real estate assets as well as correspondent/brokers, mortgage bankers, and other sources of third-party commercial mortgage loan origination opportunities.
* Prescreen qualify and price loans prior to the underwriting and closing process.
* Successfully evaluating risk/return across the commercial real estate capital structure.
* Oversee and coordinate with the underwriting team to prepare credit presentations for investment committee approval and participate in presentations to investment committee.
* Work closely with structuring, closing and distribution/syndication team.
* Monitor closed investment and maintain dialogue with borrowers.
* Exhibit cooperation and teamwork to ensure that goals and objectives are met.
* Collaborate with senior management to ensure best practices and consistent execution.
* Be seen as a "role model" for the office staff and foster a collegiate and enthusiastic working environment
* Monitor micro/macro CRE market conditions, attend CRE related conferences, visit markets covered, and further develop all direct distribution channels.
Required qualifications, capabilities and skills
* 10+ years of relevant experience.
* Proven track record of originating floating and fixed rate loans.
* Definable regional relationships with real estate brokers, key mortgage bankers, commercial banks, develop...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:19
-
The Self-Directed Investing product organization within J.P.
Morgan Wealth Management empowers clients to take control of their financial futures by providing a comprehensive suite of digital tools and resources.
We focus on delivering an intuitive and seamless online investing experience, enabling clients to independently manage their investment portfolios with confidence.
The organization is committed to innovation, client satisfaction, and maintaining the highest standards of service, making it a key component of J.P.
Morgan's holistic wealth management offerings.
Join our global team as a visionary product leader dedicated to enhancing the Self-Directed Investing experience for affluent clients.
You will play a pivotal role in shaping the future of client benefits, driving innovation, and delivering high-quality experiences that resonate with our clients.
As a VP in the Self-Directed Investing business, you will lead efforts to understand affluent client needs, inform new feature development, and create new benefits in partnership with wealth management teams and cross-functional teams across the company.
Your work will drive awareness of existing relevant benefits for SDI clients, ensuring they are informed and empowered to grow their wealth.
Job Responsibilities:
* Lead the development of new client benefits by collaborating with wealth management teams and cross-functional partners.
* Conduct research and discovery sessions to understand affluent client needs and inform new feature development.
* Develop and scope new benefits, ensuring alignment with client needs and business goals.
* Create experiences that drive awareness of existing benefits for SDI clients, leveraging digital channels and communication strategies.
* Collaborate with design, engineering, and analytics teams to deliver high-quality experiences that exceed client expectations.
* Facilitate decision-making and prioritize initiatives to optimize client benefits and experiences.
* Present work and communicate status and key decisions clearly and frequently to stakeholders.
Required qualifications, capabilities and skills:
* 7+ years of experience in product development, with a focus on client benefits and digital experiences.
* Strong understanding of affluent client needs and experience in the self-directed investing or wealth management industry.
* Proven ability to lead cross-functional teams and drive innovation in a global organization.
* Excellent communication and presentation skills, with the ability to influence and partner effectively across teams.
* Commitment to delivering high-quality experiences and driving client awareness and engagement.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our custo...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:18
-
Job Summary
If you are ambitious and looking to apply what you've learned to real-world financial experience, then this is the role for you.
The skills you develop and the professional network you build will serve as a solid foundation for your career.
Our equity research team has grown substantially and has become one of the largest equity research houses in terms of companies covered.
Senior analysts serve three different \"client\" constituencies in their career: the companies in the sectors they follow; the institutional investors that are J.P.
Morgan's clients; and the internal personnel from sales and trading who leverage our analysts' research and industry/sector expertise.
This capability supports an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise.
As a Commercial & Investment Bank - Markets Equity Research - Part Time Analyst Intern in J.P.
Morgan, you will be responsible for industry analysis and company-specific coverage for the sector team.
This involves core research on the industry and its companies, modeling the financials and forecasts, writing First Call notes and company updates as well as new reports and theme pieces, and speaking over the Hoot, at the Morning Meeting, and with clients.
Part-time Research Interns will work approximately 19 hours per week in our midtown Manhattan office.
This is a paid internship for both the Fall 2025 and Spring 2026 semesters.
Job responsibilities
* Modeling financial statements and industry dynamics
* Performing detailed valuation work
* Assessing relevant news events
* Analyzing complex data sets
* Writing research notes, sector pieces, industry and market overviews
* Advising internal and external clients, corporates and management teams
Required qualifications, capabilities and skills
* Proven analytical skills, experience with quantitative and data analysis
* Exceptional writing skills
* Genuine interest in financial markets and economic data and trends
* Ability to multi-task and collaborate within a team environment
* Strong organizational skills and ability to meet deadlines in a dynamic environment
* Enrolled in an undergraduate program from a local (New York City area) college/university.
* Expected graduation date of May 2026 - May 2028.
* Minimum cumulative GPA of 3.2 on a 4.0 scale
+ To be eligible in this program, you must be enrolled in a degree conferring program at a U.S.
university.
JPMorgan Chase will provide assistance with F-1 STEM optional practical training (OPT) and curricular practical training (CPT).
* Authorization to work in the U.S.
Join us
At J.P.
Morgan, we're creating positive change for the diverse communities we serve.
We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career.
If you're passionate, cu...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:18
-
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: Lakewood, US-WA
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:17
-
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 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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:16
-
Are you looking to ensure our product investments and roadmaps align with our strategic objectives, remove barriers to success and create ways for teams to continuously innovate on solutions-focused products and product features? If so, you've found the right team!
As a Product Portfolio Operations Manager in Commercial & Investment Banking (CIB), you are a foundational member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for creating structures that enhance coordination in our product line.
Job responsibilities
* Partner closely with product, sales and service teams to manage product portfolio priorities, dependencies, and risks; maintain a prioritized backlog and track the delivery of digital enhancements
* Lead the intake process for new enhancement requests: This includes working with requestors to understand customer problems, perform data and business analysis to confirm the opportunity and document request in JIRA Align
* Oversee the progression of dependencies through the development lifecycle to ensure timely delivery and resolution: This includes ensuring items are reflected in JIRA Align correctly (hygiene) and facilitating conversations when there are capacity constraints and escalations to complete the book of work
* Support program updates to stakeholders and leadership team
* Facilitate the adoption of best practices and develop new tools and operating models to continuously improve the planning and prioritization processes
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or program management
* Proven ability to manage and implement operational effectiveness initiatives
* Proven ability to operate within the product development life cycle and agile methodologies
* Critical thinking; can be given an objective and break it down into a plan with little guidance and execute
* Problem solving; quickly identify pain points and opportunities
* Willing to learn; ability to digest and understand large amount of information quickly
* Proven experience delivering timely, high-quality executive communications, presentations, and reporting.
Attention to detail is a must
* Excellent relationship-building skills, with ability to establish trust and lead by influence
* Demonstrated ability to lead and implement change in a fast paced, complex environment
* Product or business analysis experience; proficient expertise in qualitative and quantitative analysis
* Prior working experience supporting product organization; or exposure to digital product delivery
Preferred qualifications, capabilities, and skills
* Familiarity with chase.com platform, Chase Connect or other digital experiences
* Familiar with Jira and Confluence for project tracking, collaboration or capturing high level business requirements
JPM...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:15
-
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: Tulsa, US-OK
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:15
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Gainesville, US-FL
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:14
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Jupiter, US-FL
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:14
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:13
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:13
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: New Orleans, US-LA
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:12
-
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.
This role requires a deep understanding of database architecture, performance tuning, and data security.
With your extensive experience and understanding of the technical details of complex database systems, you'll work with AWS RDS, Oracle, PostgreSQL, modern NoSQL databases like MongoDB, distributed architecture like cockroachDB, and caching database like Redis .
As a Product Manager in Markets Database, 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
* Identify opportunities for operational excellence, cost and resiliency posture improvements in the Markets Database landscape
* Stay up-to-date with the latest database technologies and trends, and provide recommendations for continuous improvement
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
* Working experience with AWS RDS, Oracle, PostgreSQL, NoSQL, CockroachDB, Redis, Memcache databases
* Proficiency in SQL and database performance tuning and optimization
* Experience with database migration, replication, and high availability solutions
* Good understanding of cloud-based database services, like AWS RDS and DocumentDB
* Knowledge of database security best practices and compliance requirements
* Strong oral and written communication skills, ca...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:11
-
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
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...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:10
-
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
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...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:10
-
Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead in our Risk Management Team, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards.
You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards.
By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business.
Your advanced knowledge of risk management principles, practices, and theories will enable you to promote innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation
* Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives
Preferred qualifications, capabilities, and skills
* CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred
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 smal...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:09
-
Join JPMorgan Chase's Risk Management and Compliance team, where you will be at the forefront of keeping the firm strong and resilient.
As part of our team, you will help grow the business responsibly by anticipating new and emerging risks and using your expert judgment to solve real-world challenges impacting our company, customers, and communities.
Our culture is all about thinking outside the box, challenging the status quo, and striving to be best-in-class.
As a key member of the Data Strategy Team within the Wholesale Credit Risk Product team, you will collaborate with product and technology partners, subject matter experts, and stakeholders to develop and implement a comprehensive data strategy.
Your work will ensure data integrity, quality, and accessibility across the organization, driving innovation and excellence in credit risk management.
Job Responsibilities
* Define critical data elements across credit risk processes and applications.
* Build and maintain data dictionaries with standardized business definitions.
* Define ownership of data inputs, enrichment, changes, and outputs across processes.
* Standardize data models and operating models to achieve consistency across teams.
* Identify and define strategic sources of data, understanding product use cases and credit risk processes.
* Analyze datasets for completeness and data quality issues.
* Identify data automation opportunities using systemic feeds or Large Language Models (LLMs).
* Collaborate with multiple teams for strategic data sourcing, avoiding duplication in processes.
* Define schema for data assets and publish data lineage.
* Establish a robust data quality program to ensure data is fit for use.
* Establish and monitor data level KPIs across products.
Required Qualifications, Capabilities, and Skills
* Bachelor's Degree in a relevant field.
* 7+ years of relevant work experience in Credit Risk, Data Strategy, Data Management, Data Analytics, or related capacity.
* Strong written and verbal communication skills with the ability to prepare executive-level communications.
* Excellent organizational skills and attention to detail; able to manage competing priorities under tight deadlines.
* Proven ability to collaborate and build strong partnerships.
* Intellectual curiosity with a proven ability to learn quickly.
* High degree of initiative, self-direction, and ability to work well under pressure.
* Strong data analysis, problem-solving, and project management skills.
* Experience leading cross-functional data initiatives with multiple stakeholders.
* Ability to lead, drive consensus, and deliver in a matrix organization.
* Experience using data and metrics to drive decisions.
Preferred Qualifications, Capabilities, and Skills
* Experience within large Financial Services firms and basic domain knowledge in Credit Risk.
* SQL capabilities and Pyt...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:09
-
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: Tigard, US-OR
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:08
-
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: Lake Oswego, US-OR
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:08
-
Become an integral part of Credit Review Audit team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As a Senior Administrative Assistant in Credit Review Audit, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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 investm...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-18 08:13:07
