-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Corporate Sector, specifically as a part of the Infrastructure Platforms team, you will play a crucial role in an agile team committed to enhancing, creating, and delivering high-quality technology products in a secure, stable, and scalable manner.
Your role as a vital technical contributor will involve developing critical technology solutions across numerous technical domains within various business functions, all aimed at supporting the firm's business goals.
Job Responsibilities:
* Execute creative software solutions, including design, development, and technical troubleshooting, with the ability to think beyond conventional approaches to build solutions or resolve technical problems.
* Develop secure, high-quality production code, and review and debug code written by others.
* Identify opportunities to eliminate or automate the remediation of recurring issues to enhance the overall operational stability of software applications and systems.
* Lead evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented assessments of architectural designs, technical credentials, and their applicability within existing systems and information architecture.
* Lead communities of practice across Software Engineering to promote awareness and adoption of new and leading-edge technologies.
* Contribute to a team culture of diversity, equity, inclusion, and respect.
* Develop and deploy cloud infrastructure platforms that are secure, scalable, and optimized for AI and machine learning workloads.
* Collaborate with AI teams to understand computational needs and translate these into infrastructure requirements.
* Monitor, manage, and optimize cloud resources to maximize performance and minimize costs.
* Design and implement continuous integration and delivery pipelines for machine learning workloads.
* Develop automation scripts and infrastructure as code to streamline deployment and management tasks.
Required Qualifications, Capabilities, and Skills:
* Formal training or certification in software engineering concepts with 5+ years of applied experience.
* Hands-on practical experience in delivering system design, application development, testing, and ensuring operational stability.
* Proficiency in at least one programming language, such as Python, Go, Java, or C#.
* Proficiency in automation and continuous delivery methods.
* Proficient in all aspects of the Software Development Life Cycle.
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.).
* Foundational understanding of machine learning concepts, including transformer architecture...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:05
-
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: Buffalo, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:04
-
Join a global team at JPMorgan Chase where your expertise in data management will help shape the future of Risk and Compliance.
You will be at the center of keeping JPMorgan Chase strong, resilient, and forward looking.
You will be part of a multi-year journey achieve best-in-class data governance across the firm.
As a Vice President in Risk Management & Compliance Chief Data Office, you will work with global teams across a wide variety of stakeholders to define and implement processes and capabilities for data governance, supporting compliance with Firmwide Data Management policies and standards as well as Regulatory requirements while also bringing value to the Business .
The focus of this role will revolve around strengthening end-to-end data interpretation and metadata documentation and increasing transparency of data lineage and data quality.
You will analyze goals and requirements, assess options and risks, devise effective solutions, and oversee execution.
We are looking for a motivated leader to join the team to realize personal success and foster team achievements.
Job Responsibilities
* Coordinate across Data Management, Business, and Technology domains to define the approach and requirements for the metadata to be captured
* Collaborate on setting up glossaries and taxonomies as well as defining guidelines for metadata interpretation
* Partner on design for tooling to document and evergreen metadata and enable analytics and visualization
* Define operational processes for metadata discovery and documentation including detailed procedures and job aids
* Assess the applicability of Data Risks based on the data characteristics
* Evaluate opportunities to utilize data description and lineage for evolving and improving Data Risk management
* Build effective partnerships and engage with various stakeholders, including Business Relationship Managers, Data Owners, Product Owners, Control Managers, Technology on defining the approach and process and oversee the execution of related activities
* Drive and effectively collaborate in working groups and forums to represent Risk and Compliance perspective and requirements and influence convergence at the Firmwide level
Required qualifications, skills and capabilities
* Bachelor's degree or equivalent experience in Finance, Economics, Information Systems or other related disciplines
* 7 plus years of work experience across domains related to data management and financial services
* Effective in navigating the broader picture by applying strategic and creative thinking, while also demonstrating an in-depth view through strong analytical skills, meticulous attention to detail, and the ability to thoroughly investigate complex issues
* Strong interpersonal skills; ability to develop effective, credible relationships with colleagues as well as business and technology partners
* Excellent written and verbal communication skills and sto...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:04
-
Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Corporate Sector, Infrastructure Platforms team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Required qualifications, capabilities, and skills
* Provide technical guidance and direction to support business objectives, collaborating with technical teams, contractors, and vendors.
* Develop secure, high-quality production code, and review and debug code written by others.
* Influence product design, application functionality, and technical operations through informed decision-making.
* Advocate for firmwide frameworks, tools, and practices within the Software Development Life Cycle.
* Promote a culture of diversity, equity, inclusion, and respect within the team.
* Architect and deploy secure, scalable cloud infrastructure platforms optimized for AI and machine learning workloads.
* Collaborate with AI teams to translate computational needs into infrastructure requirements.
* Monitor, manage, and optimize cloud resources for performance and cost efficiency.
* Design and implement continuous integration and delivery pipelines for machine learning workloads.
* Develop automation scripts and infrastructure as code to streamline deployment and management tasks.
Required Qualifications:
* Formal training or certification in software engineering concepts with 5+ years of applied experience.
* Hands-on experience in system design, application development, testing, and operational stability.
* Proficiency in at least one programming language, such as Python, Go, Java, or C#.
* Ability to independently tackle design and functionality problems with minimal oversight.
* Background in Computer Science, Computer Engineering, Mathematics, or a related technical field.
* Strong knowledge of cloud computing delivery models (IaaS, PaaS, SaaS) and deployment models (Public, Private, Hybrid Cloud).
* Foundational understanding of machine learning concepts, including transformer architecture, ML training, and inference.
* Experience in solutions design and engineering, containerization (Docker, Kubernetes), and cloud service providers (AWS, Azure, GCP).
* Experience with Infrastructure as Code.
* Deep understanding of cloud component architecture: Microservices, Containers, IaaS, Storage, Security, and routing/switching technologies.
Preferred Qualifications:
* Foundational understanding of NVIDIA GPU infra...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:04
-
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: Ann Arbor, US-MI
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:03
-
Real Estate Americas is part of J.P.
Morgan Private Markets in Asset Management.
With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds.
The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader.
The team comprises 230 real estate professionals across six markets in the U.S.
and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.
Job Summary
As the Executive Director, Investment Specialist on the Real Estate Americas client strategy team, you will focus on raising assets and increasing market share for our real estate products through the Private Wealth channel.
Within this role, you will be a leading member of the real estate wealth team, responsible for expanding Real Estate Americas assets by partnering with JP Morgan US Funds business and the JP Morgan Private Bank.
The Private Wealth Alternatives market in the U.S.
is rapidly growing, representing a $2 trillion opportunity for J.P.
Morgan Asset Management (JPMAM).
Job Responsibilities
* Collaborate with internal sales channels to proactively position our real estate solutions through RIA's and our broker-dealer partners.
* Develop and implement a comprehensive sales strategy that aligns with the platform's objectives, driving both growth and competitive positioning.
* Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports.
* Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.
* Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.
* Assist in strategic projects that support the platform's growth, fostering collaboration and innovation.
* Ensure all investor communications and materials comply with regulatory requirements and industry standards.
Required Qualifications, Capabilities, and Skills
* 8+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment.
* Extensive background and definable success in working with financial intermediaries in the wealth channels.
* Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan.
* Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews.
* Experience in working through internal partners to deliver results.
* Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:03
-
With over $200 billion of client capital invested across hedge funds, private equity, private credit, real estate and direct investments/co-investments, the Global Alternatives Investment Solutions capability brings "best of class" sourcing and offerings of non-traditional investment strategies to Institutional, Private Banking and Wealth Management clients.
A disciplined selection process enables us to offer clients top quality investment opportunities from both within the firm and third-party issuers.
Job Summary
As the Alternatives Solutions Fund Implementation Vice President within the Global Alternatives Investment Solutions team, you will oversee the end-to-end delivery of thoughtful, strategic, and sustainable operational, technology, and business intelligence solutions designed to improve the day-to-day business for portfolio managers, clients, and advisors, and enable the broader scalability goals of the organization.
Job Responsibilities
Product Development
* Implement end-to-end Alternatives product vehicles across the full landscape of offerings from institutional direct company investments, private funds, and retail registered funds (e.g.
UCITS, Interval funds, etc.).
* Identify appropriate operating model, internal support functions, and service providers to streamline and scale the platform.
* Focus on business, regulatory, operational, and technical product streams, and work with stakeholders to define and develop requirements.
* Work with multiple organizations and stakeholders to obtain consensus on scope, approach, features, and functionality.
* Gather, document, and prioritize input from users and stakeholders for future functional changes, identifying short term and long-term solutions.
* Coordinate and communicate launch/roll out activities.
Product Oversight
* Post product launch, service as a primary point of contact as needed for all non-investment related matters.
* Navigate internal teams and manage external partners to help maintain the control environment.
* Support the execution of the day-to-day agenda of each product including designing & supplying reporting, implementing controls, and communicating results.
* Lead ongoing initiatives to enhance existing products including the onboarding of new third-party managers, service providers, etc.
* Partner with stakeholders to act as a liaison between sales, governance, operations, legal, risk, and compliance teams and internal technology and vendors for ongoing initiatives.
Required qualifications, capabilities and skills
* 7+ years of relevant experience.
* Experience in the alternative investments industry particularly with hedge funds and private credit.
* General familiarity with assets classes & instrument types including equities, bonds, loans, structured products, and derivatives.
* General knowledge of the 1940 Act and European fund regulation as well as regulatory reporting requi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:03
-
We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorganChase within Corporate Technology, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification in computer science or software engineering concepts and 3+ years of applied experience
* Hands-on practical experience in system design, application development, testing, and operational stability
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Proficient in coding in one or more languages including Java and Python
* Experience with developing applications for AWS using the following tools and AWS services: Terraform, EMR, EKS/ECS, Lambda, RDS and S3
* Experience with Spark and SQL
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Excellent oral and written communication, and problem-solving skills are required
Preferred qualifications, capabilities, and skills
* Experience with Scala programing language
* Experience with or exposure to Snowflake or Databricks cloud platforms
JPMorganChase, one of the oldest financial institutions, offers innovat...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:02
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within Corporate Technology, you will play a crucial role as part of an agile team dedicated to enhancing, building, and delivering reliable, market-leading technology products with a focus on security, stability, and scalability.
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 language(s) including Java, Scala and Python
* Experience with HPC, multi-threading and messaging platforms
* Extensive experience with designing, developing, deploying applications for AWS using following services / technologies: Terraform, EMR, EKS/ECS, Lambda, RDS, S3 and Spark
* Experience with SQL, Linux/Unix shell and scripting
* Proficient in all aspects of the Software Development Life Cycle and Agile Software Delivery
* Proficiency in automation and continuous delivery methods and CI/CD tools
* Advanced understanding of Application Resiliency and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Experience with Snowflake and/or Databricks platforms
* Familiarity with Observability and metrics processing tools (CloudWatch, Dynatrace, Datadog, Grafana)
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 ar...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:02
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Manager of Software Engineering at JPMorgan Chase within the Consumer and Community Bank - Tokenization domain of Payment , you will lead multiple teams, overseeing daily implementation activities by identifying and escalating issues, and ensuring that your team's work complies with standards, business requirements, and tactical best practices.
This role requires a leader who is also actively involved in coding.
Job responsibilities
* Provides guidance to immediate team of software engineers on daily tasks and activities
* Sets the overall guidance and expectations for team output, practices, and collaboration
* Anticipates dependencies with other teams to deliver products and applications in line with business requirements
* Manages stakeholder relationships and the team's work in accordance with compliance standards, service level agreements, and business requirements
* Creates a culture of diversity, opportunity, inclusion, and respect for the team members and prioritizes diverse representation
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
In addition, demonstrated coaching and mentoring experience
* Experience leading technology projects
* Experience managing technologists
* Proficient in automation and continuous delivery methods
* Demonstrated hands on experience with Java/J2EE, including core APIs, web services, multi-threaded programming, XML, design patterns, and Service Oriented Architecture
* Strong hands on experience building microservices with Spring Boot and event-driven architecture; with NoSQL/SQL databases (Oracle, Cassandra), including data modeling; and with Kafka
* Experience with Cloud/AWS technologies
* Proven ability to independently design, develop, deploy, and support medium to large Java SOA applications, including client interaction, requirements validation, system design, and production support
* Experience with Java performance tuning, debugging, and profiling tools
* Demonstrated skill in building scalable services using Java, Spring, Kafka, and Cassandra
* Experience with automated testing frameworks such as JUnit5 and Cucumber
Preferred qualifications, capabilities, and skills
* Financial Services experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:02
-
Embark on a rewarding and challenging career as an Operations Analyst with our dynamic team where you'll have the opportunity to make a significant impact by supporting process improvements, key initiatives and expanding your creative skills in a supportive and collaborative environment.
Join us and contribute to our mission while advancing your career.
With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.
As an Operations Analyst- Loan Sales in Home Lending, you will be responsible for allocating and delivering mortgaged back securities (MBS), ensuring compliance with investor and regulatory requirements and support the line of business by performing complex operational loan sales and analytical tasks with a focus on investor related loan edit problem solving.
You will drive end to end loan quality, recommend operational reengineering opportunity, and lead automation initiatives to benefit streamlined salability processes.
Job responsibilities
* Control tasks for loan sales operations including end to end pooling, allocation, defect identification/remediation, and oversight
* Comprehend investor data requirements and accurately cure related loan quality edits efficiently
* Develop and understand automation solutions for internal operational workflows and builds tools which will optimize and reduce manual processes.
* Lead citizen development initiatives to benefit streamlined salability processes
* Create reporting, interpret results and convey in a concise, straight-forward, and professional manner for all levels of operational staff from supervisors to senior level management.
* Spearhead projects & tasks by ensuring timely completion and articulate any issues and risks to management
* Ensure the integrity of data through automated extraction, translation, processing, analysis, and reporting
Required qualifications, capabilities, and skills
* Analytical skills with independent and logical problem solver and able to synthesize data, identify trends, and project outcomes.
* Ability to organize and prioritize multiple projects and responsibilities with accuracy, attention to detail and limited supervision with very short turnaround times.
* Ability to react quickly and decisively in high stressed situations and ability to lead projects and initiatives, prioritize work, meet deadlines and escalating any issues to management
* Expert level PowerPoint and Excel and Working knowledge of either Alteryx, UiPath, Xceptor or Tableau
* Strong written and verbal communication skills with ability to influence and work collaboratively with diverse/cross-functional teams and develop and maintain effective relationships with a wide range of stakeholders.
* Ability to create presentations for all levels of management and effectivel...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:01
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
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 con...
....Read more...
Type: Permanent Location: Lakeway, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:01
-
Join JPMorgan Chase & Co.'s esteemed Legal Department as a Vice President and Assistant General Counsel.
Support our Private Bank / Wealth Management Investment Solutions team and collaborate in developing innovative managed account solutions for each our wealth management businesses, including for the private bank and Chase branches.
You will guide our business through ever-evolving regulatory landscapes, ensuring compliance and excellence.
Elevate your career with us and make a difference in the world of wealth management.
As a GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel in the Private Bank / Wealth Management Investment Solutions Legal team, you will provide strategic legal support to J.P.
Morgan's US Wealth Management business.
You will play a pivotal role in advising on managed investment solutions, navigating regulatory challenges, and supporting new product development.
This position offers the opportunity to work closely with cross-functional teams, influence business strategies, and contribute to the success of our investment solutions.
The Legal Department at JPMorganChase manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.
Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services.
As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm.
We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work.
If these values resonate with you, we would like to hear from you
Job Responsibilities:
* Provide legal advice and support to the investment solutions business team, focusing on managed investment solutions.
* Address SEC regulatory and bank regulatory issues impacting investment advisers.
* Assist with regulatory inquiries, examinations, and business/regulatory-driven projects.
* Support the business in new product development and launches.
* Negotiate agreements, including third-party manager agreements.
* Prepare disclosures for regulatory documents, including Form ADV brochures.
* Advise on legal issues relevant to discretionary investment management, asset allocation, and due diligence.
* Provide insight on product distribution to clients.
* Collaborate with other legal department members and control functions to resolve issues.
* Coordinate with other divisions of the Private Bank, US Wealth Management, and International Private Bank.
* Assist the legal team overseeing J.P.
Morgan Wealth Management proprietary mutual funds.
Required Qualifications, Capabilities, and Skills:
* Minimum 5 years of investment management experience with a law firm and/or investme...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:01
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Commercial Bank's Specialized Industries Segment, you will be responsible for growing and retaining profitable relationships with corporations in the Media, Communications and Digital Infrastructure space.
In this role you will be the focal point of client acquisition and ongoing relationships, driving national revenue and profitability growth, and ensuring our success within the industry from origination to delivery.
You will offer solutions to clients across various product sets, including Treasury Services, Asset Management, Credit, and Investment Banking.
This role requires national travel as well as close collaboration with leaders within the Commercial and Specialized Industries organization and across the firm, including but not limited to Middle Office, Risk, Private Bank, and Investment Banking partners.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
* Collaborate with partners across the firm to deliver full capabilities of the firm to clients
* Develop and execute sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* 5 plus years' direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of Media, Communications and Digital Infrastructure space
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:00
-
Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorganChase within the Equities Electronic Trading Team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Partner closely with research and trading teams to build and support integrated alpha research and backtesting platform.
* Design and build robust tools and frameworks to support quantitative research and production trading.
* Design, build and support critical research infrastructure (e.g.
backtesting frameworks, strategy containers, high performant and scalable simulation environments, feature and strategy signal stores)
* Develop interfaces and integration points between Python research environments and Java-based execution systems.
* Build and support research and trading analytics libraries (e.g.
markouts, strategy analytics)
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the 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 language(s) - Strong expertise in Python.
Comfortable with scientific & dataset libraries such as pandas, numpy.
* Design and implementation of front-office systems for quant trading.
* Knowledge of data pipelines, market data processing and backtesting workflows.
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines
* Ability to tackle design and functionality problems independently with little to no oversight.
In-depth knowledge of the financial services industry and their IT systems
* Proficiency in automation and continuous delivery methods.
Proficient in all aspects of the Software Development Life Cycle
* Academic experience in Computer ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:00
-
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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Santa Cruz, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-17 07:38:00
-
We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III - Mainframe at JPMorgan Chase within Consumer and Community Banking, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging 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 3+ years applied experience
* Hands-on practical experience in system design, application development, testing, and operational stability for mainframe computer systems
* Proficient in JCL, COBOL, and DB2
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Familiarity with modern front-end technologies
* Exposure to cloud technologies
* Proficiency with TSYS and/or IMS
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and ci...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:59
-
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 Program Banker Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Conduct research and analysis; assist with product development and prospecting efforts
* Research client inquiries and manage follow up communication and materials
* Work directly with clients as you continue to progress in your role
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations
* Genuine interest in financial markets and macro-level economic trends
* Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
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, com...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:59
-
Job Summary
The Card Marketing Activation & Transformation team is seeking an experienced & highly motivated Business Analyst that will focus on the development/maintenance of capacity modeling that supports the build of end- to- end forecast modeling across all key teams involved in the execution of a marketing campaign.
This is a data intensive position that requires prior background in operations analytics, data mapping & discovery, and forecasting techniques.
This role also involves building machine learning capabilities to analyze complex datasets, generate actionable forecasts, and optimize business strategies.
Job Responsibilities
* Design, build, and validate predictive models to forecast capacity requirements across various teams/roles and predict marketing campaign timelines
* Assist in the development of data models and other user tools to support analytics initiatives and ensure data integrity
* Apply statistical and machine learning techniques for time series analysis and forecasting.
* Collaborate with business stakeholders to understand requirements and translate them into analytical solutions
* Communicate model results, insights, and recommendations to technical and non-technical audiences
* Monitor model performance and recalibrate as necessary to maintain accuracy and relevance
* Document modeling processes, assumptions, and results for transparency and compliance
* Stay updated on the latest advancements in predictive analytics, data modeling, and forecasting methodologies
Required qualifications, capabilities, and skills
* Bachelor's degree in a quantitative field or 3 years operational/segmentation analytics or other quantitative experience
* 4+ years of experience in engineering, statistics, mathematics, or another quantitative field
* Proficiency in programming languages such as SQL, Python, R, for statistical modelling
* Experience with data visualization tools such as Tableau and/or Power BI.
* Strong understanding of data modeling concepts, including relational and non-relational databases
* Demonstrated ability to query and analyze large datasets to provide meaningful insights.
* Ability to understand LLM models and integrate AI capabilities into operational analytics, preferable
* Strong analytical and problem-solving abilities
* Experience delivering recommendations to leadership
* Self-starter with ability to execute quickly and effectively
* Strong communication and interpersonal skills with ability to interact with individuals across departments/functions and with senior level executives
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonp...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:59
-
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: Parker, US-CO
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:58
-
Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!
As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies of J.P.
Morgan Asset Management.
In this role you will work in partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client.
You will work with our Head of Institutional Client Account Management for Alternatives on various projects and have the opportunity to partner with internal stakeholders at varying levels of the organization.
Job Responsibilities
* Coordinate onboarding and servicing with clients and 3rd parties, fielding inquiries, researching requests, and coordinating appropriate responses
* Understand client relationship with JPM including global relationships and client's relationships with other asset managers and consultants
* Proactively identify client experience improvements and efficiencies and driving the plan to implement changes
* Participate in client meetings and events as appropriate (including due diligence meetings)
* Plan and organize internal business meetings and manage follow-up/action items
* Support the creation and management of team policies and procedures as well as templates and outline data requirements for MIS/KPI reporting
Required qualifications, capabilities, and skills
* Undergraduate degree required
* Previous experience at an asset management firm; background in client service and/or institutional client base
* Business acumen for financial concepts, ability to speak intelligently and confidently while using applied financial reasoning.
* Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs
* Ability to work independently and manage multiple projects across business areas to achieve results
* Highly attentive, ability to focus, excellent follow-through, flexibility and stellar grammar and English skills
* Strong critical thinking skills - i.e.
ability to analyze, synthesize and interpret data, etc.
Preferred qualifications, capabilities, and skills
* Series 7 and Series 63
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:58
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Fishers, US-IN
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:58
-
Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country.
As a Client Success Officer within the Commercial & Investment Bank, you will serve as a key liaison for Commercial & Investment Bank clients.
This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented.
The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion.
The Client Success Officer will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
Job Responsibilities
* Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities
* Manage/resolve client escalations and issues
* Help the coordination and project management of product implementations and service related needs
* Assist in relationship review documents, visualizations from data sets
* Maintain ongoing relationship management routines
* Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc.
* Work with Risk partners for certain elements of risk management including fraud prevention.
* Help coordinate and facilitate RFPs responses and participate in RFPs where applicable
* Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model
* Address and coordinate the set-up, invoice and billing for treasury and cash management products
* Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals
Required qualifications, skills and capabilities
* Bachelor's degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
* Comprehensive knowledge of Treasury Products and Services
* Proven client interaction skills to calibrate & manage client expectations
* Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
* Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
* Ability to motivate cross-functional teams and interact w...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:57
-
Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country.
As a Client Success Senior Associate within the Commercial & Investment Bank you will support Sr.
team Members and serve as a key liaison for Commercial & Investment Bank clients.
This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented.
The Client Success Senior Associate plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion.
The Client Success Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
Job Responsibilities
* Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities
* Manage/resolve client escalations and issues
* Help the coordination and project management of product implementations and service related needs
* Assist in relationship review documents, visualizations from data sets
* Maintain ongoing relationship management routines
* Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc.
* Work with Risk partners for certain elements of risk management including fraud prevention.
* Help coordinate and facilitate RFPs responses and participate in RFPs where applicable
* Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model
* Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues
* Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals
Required qualifications, skills and capabilities
* Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
* Comprehensive knowledge of Treasury Products and Services
* Proven client interaction skills to calibrate & manage client expectations
* Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
* Ability to motivate cross-functional teams and interact with all levels of the organization includi...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:57
-
Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country.
As a Client Success Officer within the Commercial & Investment Bank, you will serve as a key liaison for Commercial & Investment Bank clients.
This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented.
The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion.
The Client Success Officer will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
Job Responsibilities
* Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities
* Manage/resolve client escalations and issues
* Help the coordination and project management of product implementations and service related needs
* Assist in relationship review documents, visualizations from data sets
* Maintain ongoing relationship management routines
* Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc.
* Work with Risk partners for certain elements of risk management including fraud prevention.
* Help coordinate and facilitate RFPs responses and participate in RFPs where applicable
* Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model
* Address and coordinate the set-up, invoice and billing for treasury and cash management products
* Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals
Required qualifications, skills and capabilities
* Bachelor's degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
* Comprehensive knowledge of Treasury Products and Services
* Proven client interaction skills to calibrate & manage client expectations
* Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
* Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
* Ability to motivate cross-functional teams and interact w...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:57
