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The Case Manager GWGL implements strategies to achieve the goals for the organization and employment support and training for Goodwill Workforce Development program participants and trainees.
The required days/shifts for this role are followed: Sunday through Thursday with hours varying from 12:30pm-9:00pm and 1:30pm-10:00pm
RESPONSIBILITY LEVEL:
Implements strategies to achieve the goals for the organization and employment support and training for Goodwill Workforce Development program participants and trainees.
Sustains policies, procedures and programs.
Typically works on projects and tasks that span 3 - 12 months.
PRINCIPAL DUTIES:
1.
Assess program participants for job readiness, education and training needs, and support needs.
Develops, implements, and monitors individualized development plans by establishing appropriate goals and objectives for program participants.
2.
Responsible for on-the-job-training of new employees, as part of the training team.
Provides job-related guidance and support in the areas of career exploration, social and emotional skill awareness, professional appearance, appropriate workplace behavior, attendance.
Facilitates referrals to other services (social services, mental health, housing, medical, child care, financial, etc.) as needed.
3.
Audits employee's attendance against Goodwill's attendance policy.
Analyzes progress towards goal achievement for assigned program participants.
Attendance reports, phone calls, and individual meetings are used to monitor progress.
Participates in corrective action meetings with galley management.
4.
Writes regular case notes to record information needed for annual Ability One Individual Employee Evaluations.
Accurately reviews and documents program plans on a regular basis and completes other necessary records for all assigned program participants.
Utilizes advanced knowledge to address confidential matters on a daily basis.
5.
Maintains effective communication and professional working relationships with individuals, referral sources, families and Goodwill staff.
Interacts on a daily basis with galley management, human resources, scheduling, transportation, interpreting, intake, uniforms, base access and process review teams to address the needs of participants.
Has working knowledge of community resources and assists participants in contacting them as needed.
Works with human resources in regard to FMLA, policy issues, benefits, etc.
6.
Organize meetings with internal staff to promote communication and consistency.
7.
Project and Change Management: Effectively plans and manages own work to reliably complete routine job responsibilities and special assignments.
May serve as a team member or subject matter expert on formal projects or within the department.
Effectively engages in change affecting her/him, communicating appropriately with supervisor.
Follows through on learning, skill building, and practice necessary to adapt to change.
8.
Problem Solving: Light sup...
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Type: Permanent Location: Great Lakes, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:21
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Pembroke, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:19
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer- Public Cloud Services at JPMorgan Chase within the Corporate Sector- Infrastructure Platforms, you are an integral part of an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
As a core technical contributor, you will be responsible for implementing critical technology solutions across multiple technical domains, supporting various business functions to achieve the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming languages such as Python or Java
* Ability to design and engineer public cloud platform services
* Knowledge of Azure and Azure Services including IAM, Networking, Logging, Compute and storage services to build platform services and cloud governance process/services
* Ability to contribute to the development and architecture of a multi-cloud networks, ensuring high availability and scalability
* Knowledge of Cloud Application development using Azure Cloud services and ability to manage application infrastructure to meet the firm's controls on cloud security
* Proficient in all aspects of the Software Development Life Cycle
* Experience with version control systems like Git and experience participating in code review / peer review processes
* Ability to Design and Implement Infrastructure as Code (IaC) solutions using Terraform, Bicep, ARM templates, and experience with tools to support automated infrastructure deployment and provisioning
Preferred qualifications, capabilities, and skills
* HashiCorp Certified: Terrafor...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:18
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Join our dynamic and high-energy team as a Consumer Direct Home Lending Advisor at Chase Home Lending.
As a Consumer Direct Home Lending Advisor within Chase Home Lending, In this call center-base role, you'll benefit from a competitive commission structure in addition to your base salary, rewarding your sales performance.
As the trusted first point of contact for customers seeking mortgage solutions, you'll educate clients on home lending products, answer questions, and guide them through the loan process from application to closing.
By balancing service and sales, you'll build strong relationships, identify customer needs, and connect clients to Chase's full range of financial products.
You'll ensure all activities comply with regulatory requirements while delivering a seamless, customer -first experience.
Supported by a dynamic team, you'll have the opportunity to grow your skills and advance your career.
Job Responsibilities
* Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
* CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system.
* Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
* Regulatory Compliance: Uphold all industry regulations and manage associated risks.
* Client Retention: Provide exceptional post-application support to build long-term client relationships.
Required Qualifications, Capabilities, and Skills
* Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
* Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
* Excellent oral and written communication skills.
* Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.
Preferred Qualifications, Capabilities, and Skills
* Bachelor's degree or equivalent experience in finance, business, or a related field.
* 2+ years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.
* Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates.
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 NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your conti...
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:17
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We are a dynamic and innovative Quantitative Equity Research Team seeking a highly motivated Junior Quantitative Equity Data Analyst to join our talented and collaborative team.
As a key player in the financial industry, we leverage data-driven insights to make informed investment decisions and drive our research strategies.
As a Junior Quantitative Equity Data Analyst within our Quantitative Equity Research Team, you will collaborate with senior analysts to develop and maintain robust data pipelines, utilize programming skills in Python to automate processes, and work with SQL to manipulate data.
You will apply statistical methods to interpret financial data, assist in developing data visualization tools, and ensure timely delivery of insights.
Your role will focus on maintaining data integrity and quality, providing you with the opportunity to enhance your skills in a dynamic and innovative environment.
Job responsibilities
* Design, build, and maintain production-quality pipelines to support systematic research and analytics.
* Refactor and optimize existing codebases to improve performance, maintainability, and scalability.
* Develop and maintain dashboards, reporting tools, and data visualization solutions to communicate research insights and portfolio analytics to stakeholders.
* Collaborate with quantitative researchers to translate prototypes into robust production systems.
* Ensure high standards of code quality, testing, and documentation across all projects.
* Partner with technology and operations teams to ensure efficient data access and system reliability.
* Integrate and manage external/internal APIs to streamline data acquisition and system interoperability.
Required qualifications, capabilities and skills:
* Strong programming skills in Python (experience with Pandas, NumPy, and scientific computing libraries required).
* Experience with SQL and relational databases and familiarity with NoSQL data stores and large-scale data handling.
* Strong knowledge of software engineering best practices: version control, testing frameworks.
* Demonstrated experience in building data pipelines and production systems, with tools like Apache Airflow.
* Experience with dashboarding/visualization frameworks (e.g., Plotly Dash, Streamlit, Tableau, or similar).
* Experience working with APIs (REST, or proprietary data feeds), including integration, error handling, and performance optimization.
* Strong problem-solving skills, attention to detail, and a passion for clean, maintainable code.
* Ability to work collaboratively with researchers and business stakeholders, translating requirements into practical solutions.
* Bachelor's or Master's degree in Computer Science, Engineering, Applied Mathematics, or a related field.
Preferred qualifications, capabilities and skills:
* Familiarity with cloud computing platforms (AWS, GCP, or Azure).
* Exposure to fi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:16
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If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you.
As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection.
You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.
Job Responsibilities
* Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
* Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
* Manage a portfolio of 50-65 clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
* Manage credit opportunities within assigned portfolio up to $40 million
* Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
* Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 8 years' experience in business banking relationship management role or related business lending experience
* Bachelor's degree in Finance or related field, or equivalent work experience
* Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence
* Able to identify innovative solutions to best serve client and/or manage risk
* Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions
* Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards
Preferred qualifications, capabilities, and skills
* Expert knowledge of business, credit underwriting with commercial credit training
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 r...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:16
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Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
One of the world's most highly respected advisory franchises, J.P.
Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job Description:
As an Associate in Equity Research covering SMID Cap Biotech, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.
This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector.
You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence.
Research is fast-paced, demanding and intellectually stimulating.
We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Job Responsibilities:
* Build and maintain Excel-based models to forecast company financials and project industry dynamics
* Perform detailed valuation work to support stock recommendations
* Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage
* Write research notes on covered companies and sector reports and prepare presentations
* Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
* Fulfill client requests in a timely and thorough manner
* Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product
Required Qualifications, Capabilities and Skills:
* FINRA licenses Series 86 and Series 87
* Two to three years of experience in equity research and/or investment banking
* Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience
* Advanced level of proficiency in Excel
* Ability to multi-task and collaborate within a team environment as well as work independently
* High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment
* Passion for the markets and interest in the SMID Cap Biotech sector
Preferred Qualifications, Capabilities and Skills:
* CFA charterholder or pr...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:14
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J.P.
Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial role in delivering our Trusts and Estates services.
You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, communicating with beneficiaries and co-trustees, and handling ongoing day to day administration of accounts.
You will also be responsible for risk management, client relationship management, and personal development and training.
This role provides an opportunity to develop your skills in the trust and estates industry, work with a diverse range of clients, and contribute to a team with a long history of excellence in serving as a corporate fiduciary for families.
Job Responsibilities :
* Work with the Account Opening Group to open estate or trust accounts.
* Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records.
Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures.
* Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
* Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues.
* Work with Tax Officers and trust counsel to resolve tax issues
* Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service.
* Assist Trust Officer to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community.
* Develop, retain and deepen client relationships.
* Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business.
This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts.
Required Qualifications, Skills and Capabilities
* Bachelor's degree required
* Relevant years of e...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:13
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The Corporate Technology Data Science and AI organization solves challenging business problems using data science and machine learning techniques across Corporate Technology and the supported Corporate Functions
As a Machine Learning Vice President in this team, you will build effective, scalable, and modern analytical solutions for various banking domain problems and deploy them into production business workflows.
This is an exciting opportunity to work alongside a world-class group of Data Scientists and Machine Learning Engineers and have profound influence on the business and technology processes of the firm.
You will have broad areas of ownership including but not limited to stakeholder engagement, data mining, insights delivery, training and deployment of machine learning/LLM solutions as well as the ability to influence entire organizations.
All in a modern data and development environment.
Job Responsibilities
* Lead the development and implementation of GenAI and Agentic AI solutions using Python to enhance automation and decision-making processes.
* Oversee the design, deployment, and management of prompt-based models on LLMs for various NLP tasks in the financial services domain.
* Conduct and guide research on prompt engineering techniques to improve the performance of prompt-based models within the financial services field, exploring and utilizing LLM orchestration and agentic AI libraries.
* Collaborate with cross-functional teams to identify requirements and develop solutions to meet business needs within the organization.
* Communicate effectively with both technical and non-technical stakeholders, including senior leadership.
* Build and maintain data pipelines and data processing workflows for prompt engineering on LLMs utilizing cloud services for scalability and efficiency.
* Develop and maintain tools and frameworks for prompt-based model training, evaluation, and optimization.
* Analyze and interpret data to evaluate model performance and identify areas of improvement.
Required Qualifications, Capabilities, And Skills
* Master's degree in a data science-related discipline, plus at least five years of industry experience (or: PhD in a data science-related discipline, plus at least three years of industry experience)
* Extensive experience with data analysis and transformation (especially in Python) and analytics
* Experience with continuous integration models and unit test development
* Strong written and spoken communication to effectively communicate technical concepts and results to both technical and business audiences.
* Scientific thinking with the ability to invent and to work both independently and in highly collaborative team environments
* Curious, hardworking and detail-oriented, and motivated by complex analytical problems
Preferred Qualifications, Capabilities, And Skills
* Familiarity with the financial services industry
* Exp...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:12
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Unlock your potential with us! Join a dynamic team in Commercial & Investment Banking, where every transaction shapes the financial landscape and drives business success.
Job Summary:
As a Loan Servicing Professional in Wholesale Lending Services, you will provide operational support on syndicated and bilateral loans for the largest and most sophisticated corporate loan transactions.
You will have direct contact with borrowers, lenders, and business partners, delivering excellence in the servicing experience with high levels of satisfaction.
Job Responsibilities:
* Provide deal origination and execution support to Asset Based Lending bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions.
* Administer excellence in the customer experience for both internal and external customers
* Provide feedback to deal structuring team on operational market trends and any operational feasibility
* Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable
* Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy
* Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements
* Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions
* Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees
Required qualifications, capabilities and skills:
* 5 or more years Commercial or Asset Based Lending experience
* 3 or more years of demonstrated Exceptional Customer Service experience
* Thorough understanding of Treasury Products
* Excellent Written/Verbal Communication skills
* Proven ability to collaborate with multiple stakeholders
* Strong Analytical Thinker who can identify connections between various pieces of data and systems while quickly articulating client impact
* Strong Organizational skills with ability to function efficiently in a high volume, fast-paced, deadline-oriented environment while maintaining service level agreements
* Proficient in Microsoft Office applications with strong Excel skills
* Highly motivated self-starter
* Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreements
Preferred qualifications, capabilities, and skills
* Loan IQ experience.
* Bachelor's degree in business, in finance or accounting, with a preference for a data analytics minor for data processing roles.
Proficiency in tools like Excel Power Query, Alteryx, Python, and R is a plus.
* Ability to analyze collateral, assess eligibility, ensure loan accuracy, process Borrowing Base...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:11
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The Corporate Technology Data Science and AI organization solves challenging business problems using data science and machine learning techniques across Corporate Technology and the supported Corporate Functions
As a Machine Learning Vice President in this team, you will build effective, scalable, and modern analytical solutions for various banking domain problems and deploy them into production business workflows.
This is an exciting opportunity to work alongside a world-class group of Data Scientists and Machine Learning Engineers and have profound influence on the business and technology processes of the firm.
You will have broad areas of ownership including but not limited to stakeholder engagement, data mining, insights delivery, training and deployment of machine learning/LLM solutions as well as the ability to influence entire organizations.
All in a modern data and development environment.
Job Responsibilities
* Lead the development and implementation of GenAI and Agentic AI solutions using Python to enhance automation and decision-making processes.
* Oversee the design, deployment, and management of prompt-based models on LLMs for various NLP tasks in the financial services domain.
* Conduct and guide research on prompt engineering techniques to improve the performance of prompt-based models within the financial services field, exploring and utilizing LLM orchestration and agentic AI libraries.
* Collaborate with cross-functional teams to identify requirements and develop solutions to meet business needs within the organization.
* Communicate effectively with both technical and non-technical stakeholders, including senior leadership.
* Build and maintain data pipelines and data processing workflows for prompt engineering on LLMs utilizing cloud services for scalability and efficiency.
* Develop and maintain tools and frameworks for prompt-based model training, evaluation, and optimization.
* Analyze and interpret data to evaluate model performance and identify areas of improvement.
Required Qualifications, Capabilities, And Skills
* Master's degree in a data science-related discipline, plus at least five years of industry experience (or: PhD in a data science-related discipline, plus at least three years of industry experience)
* Extensive experience with data analysis and transformation (especially in Python) and analytics
* Experience with continuous integration models and unit test development
* Strong written and spoken communication to effectively communicate technical concepts and results to both technical and business audiences.
* Scientific thinking with the ability to invent and to work both independently and in highly collaborative team environments
* Curious, hardworking and detail-oriented, and motivated by complex analytical problems
Preferred Qualifications, Capabilities, And Skills
* Familiarity with the financial services industry
* Exp...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:10
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You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients.
A role as a Government Banking Industry Manager is for you.
As an Industry Manager within our Government Specialized Industry Banking team, you will oversee the Midwest Region, which encompasses Illinois, Indiana, Iowa, Ohio, Michigan, Minnesota, Kansas, Kentucky, Nebraska, North Dakota, South Dakota, Wisconsin, West Virginia, and Western PA.
In this role, you will lead a team of Bankers, Treasury Management Officers, Associates, and Analysts in their efforts to develop and maintain profitable banking relationships with government clients.
A typical team includes direct management of 7 to 10 team members including Industry Executives and directly reporting bankers.
The government industry handles commercial banking client relationships across the country.
The team focuses on cities, counties, school districts and other government entities.
As the industry manager, you will work with dedicated product specialists from Treasury & Securities Services, Public Finance, Securities Trading, Asset Management and Leasing to provide the firm's extensive services and products to our clients and prospects.
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
* Analyze the data of the business to drive sales
* Deliver the entire firm across lines of business
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
* Lead specially assigned projects for the benefit of region and national team
* Hire, manage, coach, mentor and retain a high performing and diverse team
* Foster a diverse, equitable and inclusive work environment
Required Qualifications, Capabilities and Skills
* Typically a minimum of ten years account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services with knowledge of the region
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills with proficiency in building and maintaining positive client relationships
* Strong technology experience; digital background
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Strong knowledge of regulatory and control framework
* Proven leadership, management, and client relationship skills, as well as extensive industry and product knowledge, and strong transaction execution skills
* Excellent organizational skills and the ability to manage, prioritize, work under pressure an...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:09
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Yakima, US-WA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:08
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The Practice Management Consultant is responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.
The PMC supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice.
This individual will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.
This role also supports market level leaders, helping them coach advisors on these practice management behaviors.
As the Practice Management Consultant on the J.P.
Morgan Wealth Management Field Effectiveness Team, you will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee.
The PMC will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.
Job Responsibilities:
* Deliver key practice management concepts and tools to financial advisors and field leadership
* Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
* Lead advisors in a Goals-Based Approach to Investing
* Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
* Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
* Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
* Become a subject matter expert on the Practice Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system
* Build out useful advisor content and drive adoption of goals-based advice initiatives
* Deliver both one on one and workshop based presentations and training
Required qualifications, capabilities, and skills:
* 5+ years broad business and sales experience in the wealth management industry
* Proven leadership experience and ability to effectively partner with others
* Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
* Foundational knowledge in a goals-based approach to investing
* Deep investment and product knowledge, and the ability to articulate complex investment ideas
* Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and...
....Read more...
Type: Permanent Location: New Orleans, US-LA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:07
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:06
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You strive to be an essential member of a diverse team of visionaries dedicated to making a lasting impact.
Don't pass up this opportunity to collaborate with some of the brightest minds in the field and deliver best-in-class solutions to the industry.
As a Senior Lead Data Architect at JPMorgan Chase within the Corporate Technology in Corporate Data & Analytics technology team, you are an integral part of a team that works to develop/govern high-quality data architecture solutions for various software applications and platform products.
Drive significant business impact and help shape the global target state architecture through your capabilities in multiple data architecture domains.
Job responsibilities
* Represents the data architecture team at technical governance bodies and provides feedback regarding proposed improvements regarding data architecture governance practices
* Evaluates new and current technologies using existing data architecture standards and frameworks
* Define and implement process to drive application compliance in accordance with firms' data risk management policies and standards in areas such as data retention & destruction, data quality and data localization.
* Partner with LOB/CF data architecture teams and Chief Data Office group to ensure alignment between data governance and the organization's data architecture strategy.
* Help develop and implement a data governance strategy aligned with the organization's goals and objectives.
* Define and track key performance indicators (KPIs) for data governance efforts and report progress to executive leadership.
* Lead the governance of logical and physical data models, database structures, and data flows to support operational and analytical systems
* Develops secure, high-quality production code and reviews and debugs code written by others to help automate data governance activities.
* Drives data architecture decisions that impact product design, application functionality, and technical operations and processes
* Contributes to the engineering community as an advocate of firmwide data frameworks, tools, and practices in the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies.
Advises junior architects and technologists.
Required qualifications, capabilities, and skills
* Formal training or certification on Data Architecture concepts and 5+ years applied experience
* Strong hands-on practical experience delivering data architecture and solution architecture for data management, data governance, data engineer and data operations.
* Ability to deliver several types of data models with multiple deployment targets, e.g.
conceptual, logical and physical data models deployed as an operational vs.
analytical data stores.
* Advanced in one or more data engineering disciplines, e.g., streaming, ETL, event proces...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:05
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You're ready to gain the skills and experience needed to grow within your role and advance your career - and we have the perfect software engineering opportunity for you.
As a Mobile Software Engineer III at JPMorgan Chase within the Consumer Community Banking, you are part of an agile team that works to enhance, design, and deliver the software components of the firm's state-of-the-art technology products in a secure, stable, and scalable way.
As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role.
Job responsibilities:
* Executes standard software solutions, design, development, and technical troubleshooting
* Writes secure and high-quality code using the syntax of at least one programming language with limited guidance
* Participate in a digital technology project from concept to implementation, and through all phases of the software development lifecycle
* Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications
* Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation
* Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity
* Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development
* Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills:
* Formal training or certification on software engineering concepts and 3+ years applied experience.
* Hands on experience on iOS development using Swift
* Proficiency in Swift, SwiftUI, UIKit, CoreData, Combine, and other iOS frameworks.
* Experience working in system design, architectural patterns (MVC, MVVM, VIPER, etc.), and design principles.
* Formal training or certification on software and engineering concepts and 5+ years applied experience.
* Hands-on practical experience iOS application development.
* Experience in agile methodologies such as CI/CD, Application Resiliency, and Security
* Experience in automation and continuous delivery methods
* Understands the importance of unit testing and is able to write meaningful unit tests
* Experience in all aspects of the Software Development Life Cycle
* Experience in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Use of F...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:04
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Petoskey, US-MI
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:01
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Stanwood, US-WA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:01
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Gahanna, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:00
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Ridgeland, US-MS
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:58
-
Workforce Screening conducts background checks on new hires and rescreening of current employees and contingent workers, in partnership with Human Resources and Global Supplier Services.
This function helps protect the firm's assets, reputation, employees, and clients pursuant to firm policy and regulatory standards.
As a Screening Manager with Global Workforce Screening, you will be an operations lead.
Responsible for managing case volume with tight deadlines, maintain quality control, trouble shoot issues and continuously improve processes.
You will provide oversight for the team who executes operational processes.
You will report into the Global Workforce Screening Manager and work closely with management team, regional peers, as well as our partners within HR and Compliance and other internal stakeholders.
As the Screening Manager within Global Workforce Screening, you will serve as an operations lead, responsible for managing case volume under tight deadlines, maintaining quality control, troubleshooting issues, and continuously improving processes.
You will oversee the team executing operational processes and report to the Global Workforce Screening Manager.
Additionally, you will collaborate closely with the management team, regional peers, and partners within HR, Compliance, and other internal stakeholders.
Job Responsibilities:
* Responsible for managing partners and stakeholder expectation as it relates to screening of various worker types throughout North America.
Ensuring service legal agreements are met through KPI monitoring
* Leading workforce screening efforts to ensure a high-quality candidate/employee experience
* Report to the Global Workforce Screening Manager in the US and serve as a trusted advisor to stakeholders, building relationships with partners such as HR, Employee Relations, Assignment Sponsors, Sourcing, and project teams globally
* Adhere and maintain screening program structure; ensure compliance with legal and regulatory mandates
* Support and assist managing team members in other locations
* Drive quality and operational efficiency by collaborating with vendor product and operations staff; identify and remediate issues.
Be comfortable utilizing automated processes and AI
* Understand and adherence to the firmwide policies, standards and procedures, by GWS operations team and screening vendors
* Identify & escalate risk as it relates to process; implement controls to mitigate
* Manage screening projects driving best practice and efficient practices, ensuring team is well-resources, trained and meeting service level agreements
* Collaborate with peer managers, to assist with overall team management
Required qualifications, capabilities and skills:
* 7+ years of work experience managing operations
* Knowledge of pre-employment screening, human resource management, compliance, legal or fraud/investigations
* Excellent operational and people manag...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:57
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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 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 Wealth Advisor in the U.S.
Private Bank, you will help ensure that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives.
Job Responsibilities
* Serve as an advisor to clients on personal planning matters
* Identify opportunities for the Bank to serve in a current or future fiduciary capacity
* Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning
* Assist Bankers and other team members in their new business efforts
* Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team's strategy with respect to PA outreach
* Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media
* Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers
Required Qualifications, Capabilities, and Skills
* Five plus years of complex estate and wealth planning experience
* Professional designations required: JD
* Recognized expertise in managing the estate planning needs of high-net-worth individuals
* Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals
* Strong knowledge of U.S.
and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations
* Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations
* Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement
Preferred Qualifications, Capabilities, and Skills
* CPA designation
* Ability to partner with clients' other advisors (principally their attorneys and accountants)
* Demonstrated understanding of other wealth management disciplines...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:55
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:55
-
Bring your expertise to JP Morgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers, and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo, and striving to be best-in-class.
As a Lead Credit Officer - Vice President in Middle Market Banking and Specialized Industry Credit Risk team, you will partner with a cross functional team delivering credit solutions that support a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations.
Additionally, you will work with family-owned businesses, financial sponsors and some publicly traded companies.
You will be responsible for analyzing and structuring new financing solutions as well as ongoing portfolio management in support of a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations with execution on both a bilateral basis and in the syndicated finance market with a heavy emphasis on the latter.
Additionally this Vice President position involves extensive interaction with clients, internal partners, legal counsel, and other lenders, etc.
Additionally this role supports Middle Market Banking and Specialized Industries for the Mid-Atlantic region which covers companies generally between $20 million and $2 billion in revenues across a wide variety of industries including federal government contractors.
Job Responsibilities
* Utilize excellent credit analysis and financial modeling skills to analyze and structure new transactions and work independently on the assigned credit portfolio.
* Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
* Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
* Lead complex transactions including negotiations and legal documentation for bilateral and syndicated finance structures.
* Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving.
* Act with a sense of urgency and drive execution to meet both internal and client deadlines.
* Partner effectively to develop fulsome client relationships, including being looked to as an expert on Structuring and Credit Policy and will be viewed as the "go-to" person for credit by both internal partners and clients.
* Provide leadership in the market by being a positive contributor to the team, including being a mentor to less exp...
....Read more...
Type: Permanent Location: McLean, US-VA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:54
