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At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As the Market Director within our team, you will be at the forefront of representing our brand by utilizing best-in-class banking, lending, investment solutions, and thought leadership, along with cutting-edge digital technology.
You will lead and develop a team of highly skilled Relationship Managers who nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice.
Your role requires strategic thinking, a passion for exceptional client service, and a history of successfully building omni-channel businesses to meet the financial needs of affluent clients.
Additionally, you'll need expertise in Sales and Practice Management to ensure dynamic and consistent performance at both the Relationship Manager and market levels.
Job responsibilities
* Recruit, lead, mentor, and manage a team of exceptional Relationship Managers.
Foster their professional growth by providing training and development opportunities.
Ensure they deliver the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
* Spearhead the development and execution of market strategic plans aimed at expanding the affluent client segment.
Focus on achieving business objectives by identifying growth opportunities and implementing innovative strategies that align with the JPMorgan Private Client vision.
* Build and maintain strong relationships with key clients and centers of influence.
Leverage these relationships to enhance client satisfaction, loyalty, and advocacy, ultimately driving business growth.
* Foster relationships with leaders across various lines of business to identify collaborative opportunities.
Work together to enhance client relationships and support prospecting efforts, ensuring a seamless and integrated client experience.
* Promote a culture of excellence, collaboration, and continuous improvement within the team and among internal stakeholders.
Encourage open communication, knowledge sharing, and a commitment to delivering outstanding client experiences.
* Establish clear performance expectations for team members.
Provide regular feedback and coaching to help them achieve their goals and enhance their skills.
Celebrate and recognize performance and outstanding achievements to motivate and retain talent.
* Serve as the escalation point for complex client issues, ensuring timely and effective resolution.
Prioritize client satisfaction by addressing concerns with empathy and professionalism, reinforcing the firm's commitment to exceptional client care.
* Represent JPMorgan Chase at industry events and networking op...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:44
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Join JPMorgan Chase as an External Reporting Controller - Senior Associate! The external reporting function handles the oversight of the financial statements and management reporting, ensuring a sound control environment; understands and applies the accounting treatments and ensures compliance with appropriate corporate and regulatory requirements; coordinates the preparation of quarterly regulatory requirements; validates balance sheet items and understands balance sheet usage and reporting.
As an External Reporting Controller - Senior Associate within Corporate Controllers, you will apply up-to-date product, industry, and market knowledge in specialty areas of reporting while ensuring accurate and complete data submission to the regulators.
Job responsibilities:
* Consolidate, review, and analyze quarterly financial data for accuracy and completeness.
Perform quarter-over-quarter variance analytics
* Coordinate data collection and quarterly business results with various lines of business, Regulatory Controllers and SEC reporting teams
* Assist in the thorough assessment of the issues and outcomes
* Communicate financial information to the lines of businesses and able to flag potential issues
* Participate in various aspects for the production, review and filing of monthly, quarterly, semi-annual, and annual reports filed with various regulatory agencies that are used by the regulators for compiling widely-used statistics on the levels of, and changes in, domestic and international portfolio positions
* Adhere to proof & control procedures to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Form 10-Q, Annual Report/Form 10-K, Call Report & FR Y-9C, Pillar III, etc)
* Adhere to various control procedures and edit checks to ensure the integrity of reported financial results
* Interpret and define regulatory and/or SEC requirements and coordinate internal and external policies
* Establish and manage relationships with the line of business, as well as with external regulatory agency constituents through ongoing partnership and dialogue
* Participate in continuous improvement efforts around data quality review and external reporting improvement projects
Required qualifications, capabilities, and skills:
* 5 years in a Finance organization with exposure to accounting, financial statements, and/or regulatory reporting
* Strong skills in time management, problem solving, written and oral communication
* Team player, with ability to work effectively across diverse functions, locations and businesses
* Excellent Excel and computer skills
* Strong analytical skills
* Extremely strong organizational and time management skills
Preferred qualifications, capabilities, and skills:
* Bachelor's degree in Accounting or Finance preferred
* Experience in Product Control, Financial Control or knowledge o...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:43
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Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead in the Cybersecurity and Technology Controls line of business, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards.
You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards.
By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business.
Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance
Required qualifications, capabilities, and skills
* Formal training or certification in risk and controls, and 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation
* Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives
Preferred qualifications, capabilities, and skills
* CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our hist...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:42
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a 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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:42
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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 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...
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Type: Permanent Location: Redding, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:41
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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: San Tan Valley, US-AZ
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:40
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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: Gainesville, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:39
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:38
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The Valuation Controller role is a position on the Product Administration Business Platform Team within Client Service / Asset Management and has responsibility for supporting the oversight of valuation of investments held by the Funds.
The role entails a working knowledge of the Funds' investments and all aspects of valuation related to those investments.
The Valuation Controller will support the Product Administration leadership team in executing management and oversight responsibilities.
The role is visible within the organization and requires working cross functionally in areas including: Portfolio Management, Legal, Compliance as well as various external pricing vendors and other parties that provide services to the Funds.
Job responsibilities
* Daily / Monthly Oversight - execute risk-based oversight model that addresses daily risk all aspects of valuation including: trade back-testing, price fluctuations and comparisons, market events impacting valuation, oversight of pricing vendors and service providers, engagement with relevant stakeholders and global counterparts and management reporting.
* Management Reporting - prepare and review of required reporting to senior management, valuation committee, boards of trustees that highlight metrics on oversight results and analysis, regulatory requirements, escalation items and other relevant topics.
* Financial reporting and disclosure controls - prepare all valuation-related financial statement disclosures and regulatory filings; coordination of all audit efforts with service providers and external auditors.
* New products/change to existing products - evaluating valuation-related aspects of proposals, review of pricing vendor capabilities and assessment of valuation risk.
* Valuation-related initiatives - leading/participating in various valuation-related initiatives.
Required qualifications, capabilities, and skills
* College degree in finance, economics or related field with at least 3+ years' experience in the investment management industry.
* Knowledge and experience of valuation methodologies and techniques across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
* Technical and business knowledge of various Fund structures (e.g., mutual collective investment and hedge funds) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
* Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
* Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
* Demonstrated thought leadership and the ability to influence and achieve results.
Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:37
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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: Largo, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:37
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Merchant Services Platform team, you are an integral part of the team that innovates new product offerings, grows the business and leads the end-to-end product life cycle.
As a product leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
You will be responsible for researching industry trends, assessing the competitive landscape, and identifying best practices to deliver optimal solutions that meet client needs and payment brand requirements for global processing.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Provide design and thought leadership within the team to develop solutions that align with business requirements, utilizing established integration patterns.
* Conduct research and analyze industry trends to evaluate the competitive landscape and identify best practices.
* Identify optimal solutions that fulfill client needs and meet payment brand requirements for global processing.
* Collaborate with data modelers to create clear specifications for use by clients and delivery teams.
* Lead the testing of interface designs to ensure they meet objectives; Work closely with delivery teams to ensure specifications are implemented as intended; Establish metrics to evaluate the effectiveness of solutions.
* Monitor product performance through reports, dashboards, and periodic stakeholder reviews.
* Design product platforms with APIs, services, and data-driven insights that deliver world-class experiences across payments processing, with an emphasis on funding.
* Collaborate with internal partners to maintain a leadership position for JPMorgan payment services in merchant processing funding.
* Provide a clear, documented vision and scope via use cases, product requirements, epics, and stories to support agile scrum teams.
* Manage the product roadmap, balancing stakeholder inputs and thin-sliced release outputs.
* Design a product architecture that reduces time-to-market for new features, simplifies internal/external dependencies, and scales to a global environment.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value manage...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:36
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Join the Treasury/Chief Investment Office (TCIO) at the heart of JPMorgan Chase, where you'll impact the firm's $4 trillion balance sheet and its main lines of business.
The Corporate Treasury Middle Office team supports liquidity, capital, interest rate risk management, and global funds transfer pricing, offering a unique opportunity to engage in critical financial functions.
As a Vice President in the Treasury Chief Investment Office Controls team, you will join the CTMO Strategy and Controls team responsible for designing, implementing, and managing a comprehensive control environment for the team, ensuring operational excellence and regulatory compliance across global operations.
You will focus on strategic team management, operating model and controls, stakeholder management, management of regulatory requests and internal audit, process improvement, and sustainability.
Job responsibilities:
* Strategic Control and Team Vision: architect and implement a best in class control model for the organization.
Lead junior talent by managing book of work, trainings and develop a mindset of operational excellence
* Operating Model and Controls: design, implement and maintain consistent and streamlined operating models and controls across the global team and across risk stripes.
Review and assess current control frameworks.
Partner with CTMO stakeholders across the globe to ensure consistency of operations and strength of controls.
* Stakeholder Management: manage relationships across internal stakeholders including LOBs, Policy, Strategy and Risk.
Lead regular touchpoints to review ongoing performance of reporting, and the support of adhoc requests.
Compile metrics, synthesize key themes and present updates to senior management for review & escalation as required.
* Management of Regulatory Requests and Internal Audit -Interface with risk and control, internal auditors and CTMO team leads to satisfy internal and external control requirements.
Collaborate with BAU teams to own and remediate Action Plans (formally documented control gaps) specific to operating model enhancements - includes partnering with BAU team to design & implement sustainable processes whilst minimizing operational risk.
Collaborate with strategy and risk teams to comply with regulatory exams and requests.
* Process Improvement: enhance and redesign existing processes to increase efficiencies and reduce operational risk.
* Sustainability: support ongoing periodic recertifications to meet audit and regulatory requirements, maintaining comprehensive documentation
Qualifications, capabilities and skills:
* 6+ years' experience preferably in project management related roles
* Strong independent analysis and research skills with limited oversight
* Requires attention to detail to ensure consistency across processes and submissions
* Knowledge of or willingness to learn Microsoft Office software (Teams, Sharepoint etc.) and Atlassian...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:35
-
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: Williamson, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:34
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This is an exciting opportunity for you to join a dynamic, diverse team within the Asia market of J.P Morgan's International Private Banking business.
We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients.
If you have an entrepreneurial mind-set 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.
Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world.
Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space.
The Role
The Professional will provide support to team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
The Role will be responsible for:
* Provide basic client information management
* Prepare and review prospect/banking products pitches
* Validate source of wealth of clients
* Periodic updating of client backgrounds
* Client invitation/nominations for events
* Account opening approval coordination
* Daily account administration: unblocking of accounts, setting up credit lines
* Advisory and brokerage accounts trade execution and daily control over trade settlement
* Contact point with Supervisory Management, Risk Management, and Investor Support team
Required Qualifications, Capabilities, and Skills
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Fluent in English and Mandarin Required
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
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 set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive ...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:33
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: West Orange, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:32
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You are eager to be at the forefront of financial innovation, enjoy building relationships, and are committed to delivering exceptional client solutions.
You have found the right team.
As a Payments Sales Associate in the Financial Institutions Group, specifically for the Crypto, Fintech, and Payment Processor segment, you will be responsible for assisting Payments Sales Managers (PSMs) with managing sales relationships and generating new business from a diverse set of customers.
The role requires strong collaboration with client service, compliance, operations, technology, risk, credit and legal in order to optimize the delivery of our products.
To effectively do so, you will also be responsible for actively gaining a thorough understanding of the market, the industry in which clients operate, their organizational and operating structure, their buying process and business objectives.
The role may include oversight of a portfolio.
As the Payments Sales Associate, in the fast-paced world of Crypto and Fintech, you will also support proactive client engagement, collaboration with multiple internal partners, and development of solutions to meet strategic and complex needs of our clients.
You will also support important relationship management initiatives such as billing and pricing, interest rate management, escalation tracking and resolution, among others.
You'll be at the heart of this mission, helping us win new business and ensuring our clients have an exceptional experience with us.
Your contributions will directly impact our success and the satisfaction of our valued clients.
Job responsibilities
* Understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for J.P.
Morgan Payments via appropriate solution(s); traditional cash management, FX, International payments, liquidity
* Develop account plans, briefing memos and support relationship reviews in partnership with the client service organization; understand the client's account structure, cash flow, product usage and global setup
* Develop strong relationships within client's Treasury, Product and Operations organizations - anticipate client needs/challenges and proactively engage appropriate J.P.
Morgan Payments partners to develop comprehensive solutions
* Coordinate/negotiate KYC and onboarding documentation, internal credit processes, and help manage seamless integration with implementation partners - engage appropriate escalation points where necessary to meet client needs while managing expectations
* Review and analyze transactional data to identify key trends, risks, pricing/billing inefficiencies and conduct pricing analysis and provide go forward strategy/recommendations
* Think outside the box, identify new ways to advance team wide initiatives, and contribute as the voice of the client in cross-functional partner engagement to ens...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:31
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
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
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesse...
....Read more...
Type: Permanent Location: Woodland Hills, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:30
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
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Type: Permanent Location: Northridge, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:30
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We are seeking a highly motivated individual with a strong control mindset, excellent sense of responsibility and communication skills to join the team.
Structural risks managed by the Treasury/Chief Investment Office include structural interest rate and foreign exchange risk.
Products utilized include long-term debt, fixed income securities, interest rate swaps, cross currency swaps and credit related products.
As a Controller - Associate within the Treasury/Chief Investment Office, you will partner with front office, regional finance teams and accounting policy team to provide technical accounting support on large and/or unusual transactions in the Treasury/Chief Investment Office.
Job responsibilities:
* Partner with constituents to provide technical accounting support on large and/or unusual transactions in TCIO globally
* Report to the direct manager located in London, coordinate the discussions with different functions in North America and functions across regions
* Partner with finance product controllers to understand the operational implication of existing and new transactions, ensure the teams are able to implement as per required by policy team
* Coordinate implementation of accounting standards
* Review external financial statements and disclosures
* Prepare and conduct internal education sessions on new and proposed accounting and reporting standards
* Review and maintain corporate accounting policies
Required qualifications, capabilities, and skills:
* Bachelor's degree in accounting or related area
* 3 years of experience in public accounting with financial services required
* Knowledge and experience in financial instruments
* Proactive individual with excellent interpersonal and communication skills (both written and oral)
* Team player with excellent leadership skills
Preferred qualifications, capabilities, and skills:
* CPA
* Big Four experience in audit preferred
* Experience with derivatives or hedge accounting
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 set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive healt...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:29
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JPMorganChase is a leading global financial services firm providing a wide range of investment banking, commercial banking, retail banking and asset management services.
Our Corporate Tax Planning Group is dedicated to optimizing tax strategies and ensuring compliance across our diverse business operations.
Job Summary:
As an Executive Director - Tax Attorney within the Corporate Tax Department, you will manage tax-related inquiries from various firm businesses across established and emerging markets, work with Corporate Tax colleagues and relevant business teams to review tax aspects of new initiatives or expansion into new markets, and coordinate and effectively communicate with colleagues, outside tax counsel, accounting firms, and internal stakeholders to ensure appropriate tax planning, risk controls, and compliance.
Job Responsibilities:
* Manage tax-related inquiries from various firm businesses across established and emerging markets.
* Work with Corporate Tax colleagues and relevant business teams to review tax aspects of new initiatives or expansion into new markets.
* Coordinate and effectively communicate with colleagues, outside tax counsel, accounting firms, and internal stakeholders to ensure appropriate tax planning, risk controls, and compliance.
* Review current and potential tax legislation and regulations.
* Participate in regular Corporate Tax department meetings and develop policies and procedures relevant to the businesses, including attention to reputational risk considerations.
* Provide tax counsel and support for products and services offered by our Corporate and Investment Bank, including: Prime Brokerage, Equity and debt derivatives, structured products, and other financial products and services within Markets, Investment Banking and Capital Markets, Bank Lending and Syndicated Loans, Treasury Services Payments and Corporate Banking, Securities Services (including Custody), Commercial Banking, Digital Asset Initiatives and Retail financial services, including retail banking and consumer lending
* Support JPMorgan Chase's Treasury and Chief Investment Office in its activities.
* Serve as a general resource to the Corporate Tax Department, providing support in overseeing general and transactional tax planning.
Required qualifications, capabilities and skills:
* Juris Doctorate or non-US equivalent.
* 10+ years of total work experience with at least 4+ years of relevant tax experience at a top-tier law firm with a strong tax practice, followed by experience at a major financial institution supporting businesses described above.
* Significant experience with financial products, trading, and derivative documentation required.
* Experience with drafting and negotiating tax provisions.
* Experience with advising on or implementing US tax information reporting and withholding obligations
* Strong written and verbal communication skills.
* Abilit...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:28
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Join JPMorganChase as a Client Onboarding Vice President and lead the charge in delivering exceptional treasury product implementations for our global clients.
Leverage your project management expertise to create seamless onboarding experiences, build strong relationships, and drive innovation within a diverse and dynamic team.
Elevate your career with endless growth opportunities and make a meaningful impact in the world of finance.
As a Client Onboarding Vice President within Commercial & Investment Banking, you will be a key player in the onboarding process, ensuring our clients are well-versed in our Treasury Product platforms.
Your role is pivotal in leading and managing the implementation of treasury products for both new and existing clients transitioning to the Chase banking platform.
You will leverage your advanced understanding of risk management, strategic planning, and critical thinking to navigate complex issues and make impactful decisions that shape our operations and financial management.
Your proficiency in data and tech literacy will be crucial in interpreting models and communicating data requirements, while your advanced emotional intelligence and stakeholder management skills will enable you to build productive relationships and drive mutually beneficial outcomes.
As a leader, you will inspire your team, fostering an inclusive environment that encourages innovation and continuous improvement.
Job Responsibilities
* Lead the implementation process of treasury products for new and existing clients transitioning to the Chase banking platform, ensuring a smooth and efficient onboarding experience.
* Utilize advanced risk management skills to identify potential risks and implement mitigation strategies during the onboarding process, ensuring compliance with regulatory obligations.
* Leverage advanced strategic planning skills to define the direction of the onboarding process, making key decisions on resource allocation to achieve set objectives.
* Apply critical thinking skills to analyze complex issues during the onboarding process, making informed decisions that align with the firm's operational and financial goals.
* Utilize advanced emotional intelligence and stakeholder management skills to build productive relationships with clients, cross-functional teams, and stakeholders, driving mutually beneficial outcomes.
* Develop and execute strategic plans for the onboarding program, aligning with the firm's objectives and leveraging data and technology to drive impact.
* Manage conflicts and conflicts of interest that may arise during the onboarding process, using advanced conflict management skills to facilitate discussions and create optimal solutions.
* Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced stakeholder management skills to drive mutually beneficial outcomes.
Required qualifications, capabilities and ski...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:27
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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: Milford, US-CT
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:26
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Own our Client's Technical Product Onboarding experience end to end! Use your Project Management expertise to manage complex technical treasury product implementations for JP Morgan Chase Clients from around the world.
As a Product Implementation Vice President within the Commercial & Investment Bank, you will be responsible for the overall client experience and project management of technical commercial product implementations.
Partner with client and internal stake holders to help provide a best-in-class experience.
In this role you are often the clients first true experience working with JP Morgan Chase.
Job Responsibilities
* Own the product implementation and training experience for your assigned clients
* Meet and connect with clients through Zoom, Email and other collaborative technologies
* Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
* Manage client and partner expectations and understanding throughout the implementation process
* Implement mixed payable solutions and support our clients with file mapping exercises
* Work with partners in Operations and Product Management to streamline processes
* Identify instances of business risk and show ownership of issues when they arise
* Scope client requests and translate business requirements into detailed technical specifications for treasury services
* Use Microsoft Office tools to document meeting agendas and minutes and project plans.
Use of workflow tool for status updates and document repository
* Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
* Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
Required qualifications, capabilities, and skills
* 6+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
* Technical project management experience or experience with complex treasury implementations and comfort in a fast paced, dynamic client-facing environment
* Ability to clearly communicate, partner and influence - leading others to a common goal
* Exhibit adherence to policy and procedures and meet or exceed established SLA
* Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
* Experience in coaching or mentoring employees and proven ability to successfully manage conflict
* Strategic thinking with the ability to adapt to change
* Microsoft Office Suite experience and project Management, Payments and Receivables experience
* Technical Consulting or business analysis experience in the Enterprise Resource Planning (ERP), systems integration or Application Programming Interface (API) space
Preferred qualifications, capabilities, and skills
* Bachelor of S...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:25
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About J.P.
Morgan: J.P.
Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs worldwide.
Operating in 100 countries, we hold leadership positions across various lines of business.
Our team of dedicated employees strives to do the right thing for our clients and the firm, making us the most respected financial institution globally and offering outstanding career opportunities.
About US Private Bank (USPB): With over 160 years of experience, J.P.
Morgan Private Bank provides top-tier advice, service, capabilities, and products to affluent individuals and families globally.
We offer highly customized and comprehensive solutions to address the complexities our clients face, leveraging our extensive product offerings.
Our business model emphasizes deep client relationships through an integrated team structure with a platform of both depth and breadth.
The Private Bank Digital Wealth Planning Product Associate will focus on the execution of our goals-based planning digital experience for advisors and clients within the U.S.
Private Bank.
This role requires a proactive individual with a foundational understanding of Wealth Planning and Advice, capable of supporting product execution to deliver value to our clients.
The Associate will partner closely with Wealth Strategists, Wealth Advisors, Private Advisory Leadership, front office advisors, Technology, and cross-line of business product teams.
Job Responsibilities:
Execution and Support:
* Assist in the execution of the product strategy for goals-based planning digital experience.
* Collaborate with senior team members to align product execution with business objectives.
Product Development and Management:
* Support the product lifecycle, including market research, product design, development, and launch.
* Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the advisor-facing digital ecosystem (Connect) and on J.P.
Morgan Online.
* Collaborate with Legal, Compliance, Risk, and Audit to ensure products meet regulatory requirements and industry standards.
* Analyze product performance metrics and support strategies for improvement.
* Contribute to continuous improvement and innovation in product offerings.
Stakeholder Engagement:
* Build strong relationships with key stakeholders, including the Morgan Private Advisory team, advisors, Technology, and Legal/Risk/Controls partners.
* Communicate product updates and execution plans effectively to stakeholders at all levels.
* Participate in requirements gathering, feedback collection, and roadmap strategy sessions with stakeholders.
Market and Competitive Analysis:
* Conduct market research to identify trends, opportunities, and competitive threats.
* Support the development of strategies to differentiate our products in the marketplace.
Required Qualif...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:24
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About J.P.
Morgan: J.P.
Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs worldwide.
Operating in 100 countries, we hold leadership positions across various lines of business.
Our team of dedicated employees strives to do the right thing for our clients and the firm, making us the most respected financial institution globally and offering outstanding career opportunities.
About US Private Bank (USPB): With over 160 years of experience, J.P.
Morgan Private Bank provides top-tier advice, service, capabilities, and products to affluent individuals and families globally.
We offer highly customized and comprehensive solutions to address the complexities our clients face, leveraging our extensive product offerings.
Our business model emphasizes deep client relationships through an integrated team structure with a platform of both depth and breadth.
Job Description: The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution of our digital product strategy for planning and advice capabilities within J.P.
Morgan Private Bank.
This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution to deliver exceptional value to our clients.
The Digital Product Lead will oversee the product lifecycle from ideation to launch, ensuring alignment with business objectives in partnership with J.P.
Morgan Private Advisory leadership - a cross-disciplinary group of specialists focused on delivering innovative strategies to help clients navigate complex financial decisions.
Job Responsibilities:
Leadership and Strategy:
* Develop and execute a comprehensive product strategy for digital planning and advice capabilities, including wealth planning, estate planning, executive tools (proxy review and updated stock plan app), and advice insights via AI.
* Collaborate with senior leadership to align product goals with business objectives.
Product Development and Management:
* Oversee the entire product lifecycle, including market research, product design, development, and launch.
* Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the advisor-facing digital ecosystem (Connect) and on J.P.
Morgan Online.
* Collaborate with Legal, Compliance, Risk, and Audit to ensure products meet regulatory requirements and industry standards.
* Drive continuous improvement and innovation in product offerings.
Stakeholder Engagement:
* Build strong relationships with key stakeholders, including the Morgan Private Advisory team, advisors, Technology, and Legal/Risk/Controls partners.
* Communicate product vision and strategy effectively to stakeholders at all levels.
* Lead requirements gathering, feedback collection, and roadmap strategy sessions with stakeholders.
Financial and P...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-13 09:57:23
