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JOB DESCRIPTION
The Business Development Manager position will focus on telephonic sales responsibilities assigned to a Chubb-aligned geographic territory.
Candidate will preferably be located in proximity to a Chubb office and will be expected to engage in the local office on occasion.
The role will report to the Team Leader of the Small and Midsized Agency Resource Team (SMART).
This role will be supporting the Midwest Territory.
Job Summary:
* Responsible for the execution of primarily telephonic business development strategies for an assigned group of agents across the Midwest Region.
Production focus will be dedicated to the Small Business and Lower Middle Market product lines.
* Build & execute on a strategy to attract new distribution sources to territory.
* Consistently deliver superior results on a monthly, quarterly, and annual basis
* Manage and maintain focus on achieving metrics across KPIs, including quotes, issued policies, line and industry mix, and profit.
* Exhibit a thorough understanding of local marketplace, Chubb capabilities within that marketplace, and corporate vision.
Major Duties & Responsibilities:
* Develop tactical telephonic sales plans designed to achieve annual objectives.
These objectives will include new business production, capture of market share, new agency appointments, revenue growth, mix of business, and profit.
* Work closely with Chubb underwriting staff and field colleagues to promote a One Chubb approach to products and capabilities.
* Maintain and share feedback surrounding market conditions specific to the geographic territory.
* Execute Chubb agency management strategies, develop & manage key strategic relationships.
* Identify new customers through effective pipelining, pre-qualification, territory analysis and management
QUALIFICATIONS
Minimum
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the on...
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Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:19
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JOB DESCRIPTION
Chubb Personal Risk Services offers an array of property and casualty insurance products for individuals and families with fine homes and possessions.
Our clients include many of the most affluent families in the world, executives, business owners and top collectors of art, jewelry, wine and automobiles.
Chubb Personal Risk Services is seeking an Agency Sales Manager (ASM) for our Tampa Branch.
The ASM position is an external facing sales role requiring daily, independent travel to assigned tier 1 and 2 agents and brokers.
The territory will include the entire state of Florida, with agency assignments predominately in the Northeastern & Southeastern portions of the state.
Travel to the Tampa, FL branch office will be a requirement, but the frequency of that travel will be based upon the applicant's residence within the state.
The ASM will be primarily responsible for new client acquisition that meets Chubb's account appetite and profitable growth expectations.
The ASM will manage agents in partnership with an Agency Relationship Manager (ARM) who is responsible for the overall agency relationship management including renewal client management, retention, and cross selling.
The ASM and the ARM will work as a team, with both individuals responsible for Written Premium Growth, the ASM assigned to new client acquisition and the ARM assigned to existing client new business and cross selling, for the same group of independent agents and brokers.
The ASM will report directly to VP Personal Lines Manager, Tampa Branch.
Key Responsibilities:
* Develop agency assessments and business plans with assigned independent agents designed to grow new business from new client.
* Identify new clients with annual premium of $5,000 to $250,000+ through effective pipeline development, account pre-qualification and territory analysis/management.
* Responsible for new client acquisition including pipeline development and pipeline management ultimately leading to closing deals.
* Responsible for new client quote follow up and quote optimization with agents.
* Premier account segment new customer table set best practice.
* Travel within assigned territory 4-5 days/week supported by office time as needed for scheduling agency appointments, agency travel preparation and follow-up, Salesforce documentation etc.
* Provide support to assigned agencies with new client development sales matters.
This includes:
+ Agency training to understand Chubb's products, services, and competitive advantages.
+ Marketing campaigns, events and corporate directives that are designed for new customer development such as new business guideline changes.
* Analyze new business trends including quote volume, quality and hit ratio.
* Build and maintain strong relationships with assigned agents and brokers to meet or exceed financial objectives for assigned territory.
* Follow disciplined sales process to ens...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:18
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JOB DESCRIPTION
Join us on our digital-first journey and join the magic that is happening right now at Chubb.
Our teams are innovating, iterating, and solving customer problems at a rapid pace.
We are building upon our strength of delivering superior coverage and customer experience by leading the modernization of what insurance does and how we deliver it in a digital way.
This means technology is infused into the business, and technology experts sit at the table with our insurance experts.
This requires taking an engineer of everything mentality to deliver the world-class customer experience that sets Chubb apart from our competition.
By being a part of the digital-first journey at Chubb, you will be a transformer at the forefront of driving change in a multidisciplinary squad.
Here is how some of our current transformers are describing how they feel about their experience in our squads: invigorated, heard, motivated, supported, and valued.
Want to know more about how you can be a part of the magic? Here's what we're looking for.
As our Sub-Domain Lead, you will be responsible for the development and management of new API/SEMCI integrations across P&C, Financial Lines, and Cyber products.
This will include front-end partner engagement through technical integration and project completion.
As you carry this out, you will be responsible for the prioritization of agent experience and business value feature requests to elegantly deliver Chubb's product and coverage solutions.
Further, your role will encompass aligning evolving business priorities to platform functionality, managing stakeholder expectations, leading successful squad feature delivery, as well as aligning the subdomain to the Chubb Small Business digital vision.
In this role, you will:
* Partner with the Find & Acquire Domain Leader to facilitate new business acquisition and to oversee revenue growth roadmap
* Manage and develop partner integrations for API/SEMCI across P&C, Financial Lines, and Cyber
* Lead API/SEMCI product owner(s) to establish quarterly OKRs and successfully plan, estimate, and deliver work as committed for the subdomain.
Identify associated dependencies and risks and work with counterparts to ensure that they are addressed to ensure on-time delivery
* Inspire the subdomain to continuously identify and craft new and sophisticated ways of acquiring new business to drive growth for the organization
* Ensure that the subdomain's work aligns to Chubb Small Business's best practices for functional documentation, technical feasibility reviews, test plan creation as well as approved by legal and stakeholders prior to the state of development
* Partner with other subdomains and domains to build capabilities and tools that improve the seamless digital customer experience to deliver Chubb's breadth of tailored product solutions to the agents
* Work within the annual subdomain budget for staffing and expenses as set by the domain lead....
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:17
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JOB DESCRIPTION
In this role, you will drive the management of Third-Party Risk across the Chubb organization.
Your primary responsibilities include conducting in-depth third-party control assessments focused on Cyber Security, Artificial Intelligence (AI), Privacy, Business Continuity, Physical Security, and Compliance.
Leveraging advanced AI-driven solutions, you will perform initial control assessment reviews, enabling you to proactively and efficiently identify emerging risks.
You will be accountable for identifying and tracking control issues through to remediation, maintaining a current and accurate third-party inventory, and compiling regional monthly metrics for executive management.
Excelling in these areas will position you to contribute to strategic initiatives that strengthen and advance Chubb's third-party risk management program, directly impacting the organization's cybersecurity posture.
In this role, you will:
* Lead and complete Chubb's inherent risk ranking for all suppliers, ensuring full compliance with the Global Third-Party Cyber Risk policy; collaborate closely with the Global Third-Party team and Business Relationship Owners
* Conduct risk assessments for Cloud and AI providers
* Identify, track, and resolve issues and control deficiencies related to third parties; coordinate with business owners to drive remediation activities
* Maintain and update the Information Security Third Party Inventory and Issues Register, aligning with the Enterprise Risk Management strategy
* Perform and deliver Third Party Cyber Risk assessments initiated by the business
* Execute, manage, and oversee Third Party assessments to ensure compliance with applicable SLAs
* Review and evaluate information security policies, standards, guidelines, and baselines, both existing and in development
* Support internal security reporting, including preparing materials for steering committees and senior management updates
* Manage Third-Party related information security projects
* Develop and enhance the program, advancing current and future improvements to increase effectiveness and efficiency
* Support the TPCR Regional Lead and actively engage with the broader Information Security team
QUALIFICATIONS
* Demonstrates
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, ...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:17
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JOB DESCRIPTION
Our Internship Program is an excellent starting point for individuals seeking to learn more about the insurance industry at one of the world's leading P&C insurance companies.
As an underwriting intern, you'll have the chance to learn how advanced tools determine what risks Chubb can help cover.
You will experience how to take difficult situations and exposures and help people and businesses face them with confidence.
Our program offers the opportunity to learn, grow, and build professional skills while being supported by our experienced team members.
Successful participants in the program may have the opportunity to return to Chubb as a full-time employee or future intern, depending on their graduation date.
As part of our internship program, you will receive:
* Targeted business training designed to help you refine your professional skills and acumen critical to the success of Chubb professionals.
* Technical training to deepen your skill level within your chosen discipline and an understanding of our broader industry.
* Access to additional training to compliment your professional development.
Internship Program is planned to start in June 2026
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:16
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JOB DESCRIPTION
Our Internship Program is an excellent starting point for individuals seeking to learn more about the insurance industry at one of the world's leading P&C insurance companies.
As an underwriting intern, you'll have the chance to learn how advanced tools determine what risks Chubb can help cover.
You will experience how to take difficult situations and exposures and help people and businesses face them with confidence.
Our program offers the opportunity to learn, grow, and build professional skills while being supported by our experienced team members.
Successful participants in the program may have the opportunity to return to Chubb as a full-time employee or future intern, depending on their graduation date.
As part of our internship program, you will receive:
* Targeted business training designed to help you refine your professional skills and acumen critical to the success of Chubb professionals.
* Technical training to deepen your skill level within your chosen discipline and an understanding of our broader industry.
* Access to additional training to compliment your professional development.
Internship Program is planned to start in June 2026
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:16
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JOB DESCRIPTION
* Handle day-to-day servicing for a book of large, complex, umbrella and excess accounts
* Be responsible for growth and retention of assigned book
* Negotiate the annual pricing, terms and conditions on renewal business
* Work on new business opportunities with key brokerage houses in regions around the country, design and propose appropriate program structures and pricing for said opportunities
* Travel opportunities at a national level to maintain and develop relationships with brokers and clients
* Develop a pipeline with our major trading partners, as well as engaging other business units for cross-selling opportunities
* Maintain service standards by timely response to broker request and timely submission of quotations, cover notes and policies.
* Responsibility for file maintenance of handled client accounts
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:16
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Council Bluffs, US-IA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:15
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JOB DESCRIPTION
Our Internship Program is an excellent starting point for individuals seeking to learn more about the insurance industry at one of the world's leading P&C insurance companies.
As an underwriting intern, you'll have the chance to learn how advanced tools determine what risks Chubb can help cover.
You will experience how to take difficult situations and exposures and help people and businesses face them with confidence.
Our program offers the opportunity to learn, grow, and build professional skills while being supported by our experienced team members.
Successful participants in the program may have the opportunity to return to Chubb as a full-time employee or future intern, depending on their graduation date.
As part of our internship program, you will receive:
* Targeted business training designed to help you refine your professional skills and acumen critical to the success of Chubb professionals.
* Technical training to deepen your skill level within your chosen discipline and an understanding of our broader industry.
* Access to additional training to compliment your professional development.
Internship Program is planned to start in June 2026
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:15
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JOB DESCRIPTION
Details of this critical opening follow:
* Business Development & Broker Management - Utilize and develop personal and business relationships with P&C brokers and producers to produce new account opportunities for Chubb Multinational.
* Broker/Territory Management - Execute on the sales and marketing plan for assigned territory or broker, ensuring that monthly broker calls and stewardship meetings are planned, scheduled and administered in an effective fashion in order to drive new business and retain existing accounts.
* Account Targeting - Harvest personal knowledge of sales territory and broker-controlled business as well as existing and historic Chubb business relationships to develop and refine a long-term prospecting and short-term target list of new business opportunities.
* Quote to Win - Review new business submissions to understand the nature of the international casualty risk as wells as the incumbent's current offering - utilize this analysis to produce and deliver winning quotes.
* Service Brokers and Clients to Grow - Work with brokers and clients to understand and respond to evolving client needs driven by international market expansion and acquisition or through changes in geographic footprint and program structure.
* Understand and Manage Risk - Embrace the challenge of producing and underwriting profitable new business opportunities.
Nature of operations, deal structure, quality of information, an understanding of U.S.
and local country requirements, and Chubb's industry-leading multinational capabilities are all key to putting the right business on the books and growing profitably over time.
Duties may include but are not limited to:
* Solicits new and renewal submissions from brokers
* Determines terms and conditions and complex rating plans
* Binds coverage
* Documents the underwriting files
* Handles more complex files and portfolios within underwriting authority
* Guide and mentor junior staff
QUALIFICATIONS
Minimum
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, m...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:15
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's International Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist in the International Private Bank, covering UK, Canada and Caribbean markets , you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
* Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
* Develop investment policy statements and advise on asset allocation
* Closes sales of complex investment products
* Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
* Build excellent working relationships with internal clients
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
* Provide guidance to junior staff
Required Qualifications, Capabilities, and Skills
* Bachelor's degree required
* Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Seven plus years of experience in Private Banking or Financial Services industry
* Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, and Skills
* MBA or CFA preferred
* Prior experience providing complex investment solutions to individuals
* In depth experience and/or knowledge of hedge funds, private equity and alternative investments
* Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:14
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Chase Business Banking provides a comprehensive suite of banking and financial services tailored to small business owners.
Our mission is to be the most recommended financial partner in our communities, supporting business owners as they start, run, and grow their businesses.
The Business Banking Marketing Transformation team is dedicated to empowering marketers by optimizing technology, streamlining workflows, and fostering a culture of innovation and continuous learning.
We drive strategic initiatives that leverage advanced solutions, including GenAI, to enhance productivity, efficiency, and campaign effectiveness.
Job Overview
As a Marketing Transformation Senior Associate within the Business Banking Marketing Transformation team, you will design, develop, and deliver training programs and resources to support the adoption of new technologies and processes.
You will provide specialized learning opportunities, track adoption metrics, and proactively address barriers to effective use.
This role is responsible for preparing clear communications for stakeholders and providing hands-on program management support for key transformation projects, including the end-to-end marketing enablement solutions (CSP21), AI Transformation and the continued rollout of Monday.com.
Job Responsibilities
* Design, develop, and deliver training programs, workshops, and resources to support technology and process adoption.
* Track technology and process adoption metrics, proactively identify barriers to effective use through regular assessments, and implement targeted interventions to drive engagement and utilization.
* Prepare clear, impactful presentations, reports, and updates for key stakeholders, ensuring alignment and transparency on change initiatives and progress.
* Provide hands-on program management support for key transformation projects, coordinating cross-functional teams, managing timelines, and ensuring successful delivery of change initiatives.
* Collaborate with the BB Marketing Administration & Controls team, HR and external partners to provide specialized learning opportunities tailored to team needs.
Required qualifications, capabilities, and skills
* Bachelor's degree required; preferred fields include Communications, Marketing, Business, or related disciplines.
* Experience in Financial Services and product management.
* Minimum of 3 years in Marketing or a related field.
* Strong written and oral presentation skills, with the ability to convey information simply and clearly to customers and business partners.
* Experience in Marketing execution/delivery and project management.
* Proven ability to prioritize and manage multiple projects effectively.
* Demonstrated ability to anticipate and mitigate risk.
* Proficiency in Adobe, Microsoft Excel, and PowerPoint.
Preferred qualifications, capabilities, and skills
* Experience in using JPMorgan Chase's Marketing delivery pl...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:13
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:13
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Chase Business Banking provides a comprehensive suite of banking and financial services tailored to small business owners.
Our mission is to be the most recommended financial partner in our communities, supporting business owners as they start, run, and grow their businesses.
The Business Banking Marketing Transformation team is dedicated to empowering marketers by optimizing technology, streamlining workflows, and fostering a culture of innovation and continuous learning.
We drive strategic initiatives that leverage advanced solutions, including GenAI, to enhance productivity, efficiency, and campaign effectiveness.
Job Overview
As a Marketing Platform Strategy & Transformation Vice President within the Business Banking Marketing Transformation team, you will oversee the rollout, configuration, and ongoing management of the centralized Monday.com campaign management board.
You will drive the development and maintenance of boards, templates, automations, and best practices, while serving as the subject matter expert for the platform.
You will also be responsible for helping identify and implement solutions for Marketing process improvements, establishing proactive feedback channels and ensuring alignment with broader business objectives through effective representation and communication.
Job Responsibilities
* Lead the rollout, configuration, and ongoing management of the centralized Monday.com campaign management board, including the development and maintenance of templates, automations, and best practices.
* Establish and maintain proactive feedback channels with Marketing teams to identify and implement opportunities for process improvement, increased efficiency, and enhanced campaign outcomes.
* Act as the Monday.com subject matter expert, supporting new board creations, managing escalations, and addressing enhancement and support requests.
Deliver training and guidance to users as needed.
* Stay current on Monday.com product updates, new features, and industry best practices.
Proactively recommend and implement relevant enhancements to maximize platform value.
* Build relationships to understand pain points, gather requirements, and drive solutions, leading teams through change and challenging the status quo.
* Champion business and culture transformation with consistency, integrity, and humility.
* Operate effectively in a highly matrixed organization, influencing and communicating across all management levels.
Required qualifications, capabilities, and skills
* Bachelor's degree required; advanced degree preferred in Marketing, Communications, Business, or related disciplines.
* Minimum of 5 years in Marketing operations, campaign management, or platform leadership roles.
* Experience with Monday.com or similar campaign/project management platforms.
* Strong written and oral presentation skills, with the ability to convey information simply and clearly to users and business part...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:12
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Chase Business Banking provides a comprehensive suite of banking and financial services tailored to small business owners.
Our mission is to be the most recommended financial partner in our communities, supporting business owners as they start, run, and grow their businesses.
The Business Banking Marketing Transformation team is dedicated to empowering marketers by optimizing technology, streamlining workflows, and fostering a culture of innovation and continuous learning.
We drive strategic initiatives that leverage advanced solutions, including GenAI, to enhance productivity, efficiency, and campaign effectiveness.
Job Overview
As an AI Marketing Transformation Vice President within the Business Banking Marketing Transformation team, you will identify, develop, support, and lead high-impact AI use cases that drive business value and Marketing transformation.
You will establish clear metrics and frameworks to measure the ROI and effectiveness of AI initiatives, manage pilot projects, establish a prompt library, and more, ensuring alignment with business objectives.
This role partners closely with cross-line-of-business teams, Data Science, Product, and Controls to integrate AI solutions, while documenting and sharing best practices to accelerate adoption and foster a culture of innovation.
Job Responsibilities
* Identify, develop, prioritize, and lead high-impact AI use cases for BB Marketing, ensuring alignment with business objectives.
* Establish clear metrics and frameworks to measure the ROI and effectiveness of AI initiatives.
* Manage pilot projects to test and validate AI applications across BB Marketing groups.
Gather, consolidate, and communicate feedback to pilot leads, driving continuous improvement and scaling of successful solutions.
* Provide guidance and support to BB Marketing groups leading their own AI projects.
Track progress, share resources, and ensure alignment with the overall AI strategy.
* Partner with xLOB Marketing AI teams, Data Science, BB Product, and Controls to integrate AI solutions seamlessly into Marketing processes and platforms.
* Document and disseminate best practices, key learnings, and success stories to accelerate AI adoption and foster a culture of innovation across the organization.
* Develop, test, and refine text-based prompts for LLMs and other generative AI tools to ensure AI models produce high-quality, accurate and relevant content.
Monitor and analyze AI output, making data-driven adjustments to improve the prompt generation process and overall system performance.
* Build and maintain an internal library of successful prompts and syntax guidelines for consistent and organized use.
* Stay current with the latest advancements in AI, ML and natural language processing to incorporate new techniques and best practices.
Required qualifications, capabilities, and skills
* Bachelor's degree required; advanced degree preferred in Marketing, Busine...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:12
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Market Director of Wealth in J.P.
Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience.
In this role, you will play a key role in promoting our customer obsessed culture.
We make it easy to bank and invest when, where and how our customers want.
You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.
Job responsibilities
* Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
* Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
* Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
* Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion
* Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
* Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
* Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency
Required qualifications, capabilities, and skills
* At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
* Ability to travel 50% of the time
* A valid and active FINRA Series 7, 66 (or equivalent) is required
* A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
* Proven ability to recruit, source and attract internal and external Advisor talent by building a...
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Type: Permanent Location: White Plains, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:12
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Industry Executive, Applied Technology Banking, Managing Director (Location Flexible)
You are customer focused, enjoy building relationships, and providing financial advice to your clients.
A role as an Industry Executive is for you.
As an Industry Executive on the Applied Technology, Innovation Economy team, you will hire and direct team members in their business development efforts to grow and retain profitable relationships within the Commercial and Specialized Industries group specializing in Applied Technology.
The Applied Technology team is part of J.P.
Morgan's Commercial Bank and Specialized Industries group.
In this role, you will be the focal point of client acquisition, business development, and ongoing relationships with the world's most innovative companies in the Applied Technology sector-including robotics, space, quantum computing, and semiconductors.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
This role is ideal for a leader passionate about the intersection of technology and finance, with a focus on supporting founders and companies driving innovation in Applied Technology.
You and your team will play a critical role in shaping the future of the Innovation Economy by delivering the full breadth of J.P.
Morgan's capabilities to clients in this dynamic sector.
You will manage a national team of 10+ Applied Technology Bankers.
Job Responsibilities
* Build a Brand: Demonstrate the ability to build a brand that represents Applied Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients."
* Business Development: Develop new business by acquiring new relationships and deepening existing relationships by delivering the entire Firm, leading internal strategic discussions across all our solutions including credit and payments.
* Founder Focus: Relentlessly focus on seeking out the best founders powering innovation in applied technology by leveraging a referral network built through business activities and relationship development.
* Innovation & Risk Management: Champion a culture of innovation and a customer-centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately.
* Industry Engagement: Be passionate about innovation, the start-up ecosystem, and entrepreneurship, with a desire to stay up to date with industry trends in applied technology to identify opportunities for innovation or strategic partnerships.
* Efficiency & Automation: Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies.
Required Qualifications, Capabilities and Skills
* 12 plus years of business development, commercial banking, or other relevant sales experience in the technology or applied technology ecosystem.
Proven track record of sourcing and navigating complex sales ...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:12
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Bring your expertise to JPMorgan Chase (the firm).
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an Operational Risk Management Lead Vice President supporting North America, J.P.
Morgan Payments Line of Business (LOB) within the Compliance, Conduct and Operational Risk (CCOR) organization, you will report to a Operational Risk Director covering various products within the Payments business.
You will need to have the background and knowledge base to provide second line oversight and assess compliance and operational risk in connection with new Payments products, technologies and vendor relationships.
You will work with a diverse team of CCOR professionals supporting all areas around the globe, as the team works diligently to be innovative and present all business partners with thoughtful and unique solutions to the challenges they face.
J.P.
Morgan Payments is among the world's largest, most trusted and innovative full-service providers in one of the most dynamic and rapidly transforming spaces in financial services.
In addition to providing international cash management, liquidity, commercial card cross currency, escrow solutions, merchant services and trade finance, we continue to invest in future-growth initiatives, such as blockchain, AI & ML, as well as form partnerships with rising fintechs to expand our client base and product offerings.
Operating in over 160 countries and handling more than 120 currencies, J.P.
Morgan Payments offers specialized solutions that provide operating efficiencies and value beyond other standardized solutions available in the market.
Our global product and technology platform, integrated client service model and network of operational centers enable J.P.
Morgan Payments to deliver a consistent set of services to clients no matter where they are across the world.
Job Responsibilities
* Interact with senior business and functional stakeholders in connection with the development and implementation of new and updated products and services, new vendor relationships, and the onboarding of new clients
* Represent J.P.
Morgan Payments CCOR at control forums and other business meetings
* Lead and participate in ongoing second line of defense risk assessment activities including CCOR led risk & control reviews and first line of defense projects
* Identify unmitigated or partially mitigated risks, which can result in financial, operational or regulatory risks for the firm
* Provide credible challenge to the first line of defense to ensure risk is sufficiently mitigated and ...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:11
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We have a passion for helping our customers, taking care of our employees, building relationships, and delivering extraordinary customer service.
Using the latest banking solutions combined with cutting-edge banking technology you'll be front and center representing our brand and problem solving to offer our customers the best solutions for their financial needs.
You are passionate about people, helping to improve the lives of our customers through financial solutions, education, and advice.
As the Regional Support Lead in Consumer Bank, you will support the region and serve as a liaison to the Market Directors and a proxy in absence of the Regional Director.
You will drive the execution of key strategies and tactics that focus on growth and a world class customer experience.
You will collaborate with key partners across Consumer Banking and Wealth Management to identify and implement best practices for optimal operation.
Job responsibilities
* Leads and tracks regional focus on Deposit and Investment growth plans across markets, while identifying opportunities to develop, strengthen and/or deliver action plans and best practices to key bank partners and align people objectives across the region and within markets
* Partners with Divisional support team to assist in the coordination, implementation and messaging of key business initiatives along with sharing of best practices in delivering on our passion to meet and exceed our customers expectation
* Leads identification and sharing of best practices delivering on our passion to exceed our customer expectations
* Partners with Market Directors and Branch Managers to support Banker performance and development through onboarding and training, workshops in the field to improve Banker effectiveness and product knowledge
* Coordinates with Business Manager to understand scorecard results, coordinate business review plans and content all while partnering with Finance and Business Analysis Manager to meet staffing targets, with a focus on recruitment process and attrition tracking
* Focuses on the Employee Experience by coordinating with Culture Council to understand and implement opportunities and recommendations on engagement
Required qualifications, capabilities, and skills
* 10+ years proven experience leading teams or projects and coaching business leaders in a client-focused environment
* High school degree, GED, or foreign equivalent
* Innovative thinker with ability to deepen engagement with customers and provide an exceptional experience
* Ability to create a climate in which people want to do their best, motivate and empower others by inviting input from each person and sharing ownership and visibility
* Demonstrated ability to collaborate with other areas of Consumer Banking, Wealth Management & Business Banking
* Strong communication skills, attention to detail and excellent follow-through
* High degree of consumer prod...
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Type: Permanent Location: Bellevue, US-WA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:11
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Hauppauge, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:10
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors.
Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness.
You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships.
Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements.
You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
This...
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Type: Permanent Location: Stevenson Ranch, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:10
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Kansas City, US-MO
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:10
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Iowa City, US-IA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:09
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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: Kingston, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:09
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Join the dynamic Global Banking ("GB") Central Planning & Analysis team! Play a pivotal role in leading analyses that influence business growth strategy.
Collaborate with finance partners, business management, and strategy teams to drive impactful business and financial analytics for GB and its diverse businesses.
Elevate your career by contributing to a team that leads with innovation and excellence and promotes a culture of continuous learning, development, and growth!
As a Vice President within the GB Central Planning & Analysis team, you will play a crucial role in conducting and presenting business and financial analytics to GB Co-heads, GB CFO, and other senior members of GB sub line of business.
Your responsibilities will include creating, maintaining, and reviewing financial models and analyses (both recurring and ad-hoc).
Additionally, you will conduct in-depth analyses on key issues impacting clients to determine root causes and propose effective solutions.
Job responsibilities:
* Lead dialogue with senior business leadership as well as stakeholders across the Global Bank to provide information on the business trends, financial performance, market strategy, competitive landscape, and industry trends
* Help prepare presentation materials and financial analytics for senior management for financial reporting meetings, quarterly business reviews, and budget
* Create, maintain and review financial models and analyses (both recurring and ad-hoc)
* Conduct \"deep dive\" analyses on key issues impacting clients/business to determine root causes and propose solutions
* Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
* Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue
* Drive value-added change by helping to simplify processes, accelerate automation, and enhance analytics and business support
* Lead and manage a team
Required qualifications, capabilities, and skills
* BA/BS in Finance, Economics, Accounting and at least 5 years of experience in Corporate Finance
* Understands a bank's balance sheet and P&L and has experience in corporate financial analytics and understanding of key drivers
* Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
* Excellent oral and written communication and relationship management skills
* Strong technical and analytical skills
* Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
* Strong work ethic; works well in a fast-paced environment
* Proactive and has a sense o...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:09
