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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
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.
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...
....Read more...
Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:55
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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: Humble, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:54
-
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: Katy, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:53
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Lima, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:52
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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
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.
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 ot...
....Read more...
Type: Permanent Location: Schaumburg, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:51
-
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
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.
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 ot...
....Read more...
Type: Permanent Location: Warrenville, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:51
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Our team is dedicated to executing innovative marketing strategies that enhance customer engagement and brand loyalty.
We focus on implementing data-driven campaigns across multiple channels, ensuring precise targeting and effective delivery.
By collaborating with cross-functional teams, we streamline processes and optimize efforts to achieve business objectives.
Our commitment to execution excellence drives impactful results and strengthens our brand presence.
As a Salesforce Marketing Cloud Builder-Associate on the Marketing Execution team, you should have expertise in orchestrating omni-channel customer journeys to join our dynamic team.
You will play a crucial role in leveraging Salesforce Marketing Cloud to create engaging and personalized omni-channel marketing experiences for our customers.
Job Responsibilities:
* Design and execute marketing campaigns within Salesforce Marketing Cloud to ensure a unified and seamless customer experience.
* Develop and optimize customer journeys using Journey Builder, ensuring personalized and seamless experiences for our customers.
* Design and code responsive HTML email templates for effective communication with customers.
* Collaborate with Marketing teams and other stakeholders to ensure timely execution of marketing communication across channels.
* Develop and implement a marketing automation processes to streamline repetitive tasks and improve overall efficiency.
Required qualifications, capabilities and skills:
* Bachelor's degree in a relevant field (e.g., Information Systems, Information Technology, Computer Science).
* Proven experience working with Salesforce Marketing Cloud and Segment or CDP platforms.
* Expertise in utilizing Journey Builder to create seamless and engaging customer experiences.
* Strong experience in designing and coding responsive HTML email templates for optimal display across devices.
* Comprehensive knowledge of industry best practices in designing and implementing omni-channel journeys.
Preferred qualifications, capabilities and skills:
* Experience working in an Agile environment and with Agile project methodologies.
* Ability to develop comprehensive technical/functional documentation and establish best practices documentation and user guides.
* Strong problem-solving skills and ability to work under pressure with tight deadlines.
* Excellent communication skills and ability to collaborate effectively with cross-functional teams.
* High energy and solutions-oriented individual with a proactive approach to challenges.
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 ...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:50
-
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: Redmond, US-WA
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:49
-
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
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.
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 informatio...
....Read more...
Type: Permanent Location: Melrose Park, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:49
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
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 Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Cheshire, US-CT
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:48
-
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: Novi, US-MI
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:46
-
Join our Asset & Wealth Management team as a member of our Campbell Global team where you will have the opportunity to work with local and corporate professionals providing excellent management services to clients.
As a Forester within Campbell Global, you will be responsible for planning and supervising all aspects of forest management activities to ensure forest management goals and objectives are achieved in a manner consistent with environmental standards.
As a Forest Supervisor within Campbell Global, you will be responsible for managing and supervising silviculture and timber harvesting activities in accordance with Campbell Global' s budgetary, regulatory, and environmental guidelines.
Job responsibilities
* Contract with third parties to perform harvesting, silviculture, and road construction and maintenance-related services (prospectus preparation, identification of qualified/licensed contractors or consultants, bid analysis, negotiations, contract execution and compliance monitoring)
* Implement policies, procedures, and guidelines regarding all forest management activities to ensure the highest quality while managing cost effectiveness
* Maintain full and appropriate compliance with applicable Federal, State and Local regulations, Licensing Standards, Forest Practice laws, SFI Standards, and FSC Standards with the ability to obtain chemical application license within 6 months
* Implement policies, procedures, and guidelines regarding all forest management activities to ensure the highest quality while managing cost effectiveness utilizing GIS system to provide information needed to update maps regarding stand treatments, boundaries, inventory depletions, stream locations and stream classification
* Monitor expenditure and operation levels closely in order to comply with budget limitations, and participate in quarterly and annual budgeting processes and "Forward Look" process, as needed.
* Represent Campbell Global at all levels, maintaining good communication and excellent professional working relationships with outside companies, contractors and agencies as well as internal team members
* Participate within the organization to ensure all timberland management investment services meet or exceed client commitments while ensuring that environmental or financial risk management reporting is conducted in a timely and professional manner to your Forest Supervisor and, if appropriate, local Safety Coordinator
Required qualifications, capabilities, and skills
* A bachelor's degree in forestry, Forest Management, Forest Engineering or Forest Operations Management with a minimum of 2 years' work experience in forest management or equivalent training and experience
* Strong analytical and critical thinking skills, with ability to manage multiple projects from initiation to final completion in a timely and efficient manner
* Demonstrated interpersonal, oral communication and written communic...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:46
-
Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges.
In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey.
As a Senior Product Delivery Associate for Innovation Economy Card within the Commercial Card business, you are trusted with enabling the delivery of products in a stable and scalable way.
Work with cross-function teams, build key relationships, and enable the product to continuously deliver value.
We are committed to serving the needs of all players in the Innovation Economy ecosystems-VCs, Founders, and portfolio companies.
As part of our commitment, we are building a fit-for-purpose Commercial Card offering that not only meets the current needs of companies throughout their life cycle, but can also grow and evolve to continue providing greater enhancements and benefits to help Innovation Economy clients run and grow their businesses most effectively.
Job Responsibilities:
* Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies
* Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements
* Raises blockers and other impediments to the broader Product Delivery team to manage dependencies and ensure adequate resources
* Foster internal relationships essential for facilitating the IE Card product offering while identifying and implementing opportunities to enhance efficiency and coordination across relevant product, tech, and operational teams
* Maintain high visibility across product timelines and dependencies, monitor blockers, and liaise with stakeholders and functional partners
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Demonstrated ability in managing cross-functional dependencies
* Experience executing operational management and change readiness activities
* Experience in product deployment processes
* Solid Understanding of Payments Products, specifically Commercial Card
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/...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:45
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Credit Portfolio Group (CPG) is a fully integrated public-side function with global presence in London, Paris, New York and Singapore.
The group manages both the counterparty credit and funding risks around client transactions.
CPG also works with key stakeholders to facilitate the efficient use of capital, particularly those components of total capital most related to CPG activities.
As an Associate in the Credit Portfolio Group (CPG), you will act as a general center of expertise around derivatives.
You will work closely with: Sales, Structuring, XVA Trading (XVAT), LOB Trading, Credit Risk, Market Risk, Quantitative Research (QR), Legal and Reg Policy, assisting with exposure and capital models and pricing the appropriate XVA.
Job Responsibilities:
* Analyzing, modeling, and pricing material derivatives as part of trade execution;
* Determining the XVA (credit, funding, and capital implications/pricing) for credit-intensive or complex bilateral derivative transactions, ensuring proper handoff to XVAT or to the various self-insured trading desks for ongoing management of these risks;
* Executing the XVA hedges of onboarded client activity;
* Structuring transactions to enable a sensible risk/reward evaluation;
* Developing new risk measurement tools in partnership with Quantitative Research, and improving the bank's derivatives infrastructure;
* Covering markets and products for the North American and LatAm regions, developing close relationships with Sales/Trading and relevant stakeholders;
* Building a strong understanding of the bank's derivative exposure methodology and achieving full proficiency in the various modeling tools;
* Shaping the more qualitative risk considerations, in addition to raw metrics, as an essential part of the role.
Required qualifications, capabilities and skills:
* Experience in derivatives pricing.
* Possess a strong all-round knowledge of products traded, ideally spanning derivatives of all major asset classes.
Understand ISDA/CSA documentation, including the mechanics of collateral arrangements.
Appreciate the main risk drivers of products, including an understanding of the counterparty credit exposure of derivatives.
* Demonstrate strong partnership and communication skills.
* Articulate a view clearly and logically, and explain technical concepts to non-specialists.
* Exhibit credibility, influencing skills, and leadership.
* Display confidence, commercial acumen in weighing up risk/return, and make sound risk judgments.
Demonstrate potential to become relatively self-sufficient within a reasonable period of time.
* Be highly numerate, proficient with Excel.
* 3+ years' prior experience in a quantitative or analytical role covering complex structures and their risks.
Preferred qualifications, capabilities and skills:
* Ability to probe for additional information when required.
* Experience in counterparty credit ri...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:43
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Bring your expertise to shape and enhance the journey of products from inception to our customers' hands.
As a Product Delivery Director for the Innovation Economy Card within the Commercial Card business, you will lead innovation through the development of products and features that delight customers.
As a foundational owner on the team, you will leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that inspires cross-functional teams.
We are committed to serving the needs of all players in the Innovation Economy ecosystems-VCs, Founders, and portfolio companies.
As part of our commitment, we are building a fit-for-purpose Commercial Card offering that not only meets the current needs of companies throughout their life cycle, but can also grow and evolve to continue providing greater enhancements and benefits to help Innovation Economy clients run and grow their businesses most effectively
Job Responsibilities:
* Direct principal activities across the end-to-end delivery, launch, and commercialization of the Commercial Card product, including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting
* Foster internal relationships essential for facilitating the IE Card product offering while identifying and implementing opportunities to enhance efficiency and coordination across relevant product, tech, and operational teams
* Drive external partnerships critical to product development, ensuring partner accountability, transparency, and a strong influence on the partner roadmap
* Build the framework and track the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Develop a deep understanding of the technical specifications and benefits of the new solution, effectively communicating these benefits to customers, business and technical colleagues, and executives
* Maintain high visibility across product timelines and dependencies, monitor blockers, ensure adequate resourcing, and liaise with stakeholders and functional partners
* Lead change management initiatives across functional partners, ensuring compliance with the firm's risk, controls, compliance, and regulatory requirements
* Deliver periodic business updates to a diverse set of internal stakeholders, including Product teams and executives, Technology teams, Client segment leadership, Governing bodies, and Functional partners (e.g., Legal, Risk, Controls, Compliance, Finance, and Business Management)
Qualifications, Skills, and Capabilities:
* Knowledge of the Innovation Economy
* 8+ years of experience or equivalent expertise delivering high-impact and large-scale products, projects, or technology applications.
* Proven ability to lead complex operational management and change readiness at scale...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:41
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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...
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Type: Permanent Location: Raleigh, US-NC
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:36
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This is an opportunity to be part of a global team, working closely with colleagues and stakeholders to strengthen internal controls.
As a Senior Internal Audit Associate in our Technology team, you will have the opportunity to assess and enhance the technology control environment supporting our businesses.
Your role will involve managing a program of audit coverage, focusing on areas such as development practices, technology operations, and authentication controls.
This role offers you the chance to use your judgment and expertise to make a significant impact on our business.
Job responsibilities
* Lead and work on audit engagements covering Consumer & Community Banking technology including audit planning, audit evaluation and documentation of control design, audit substantive testing and documentation of operating effectiveness, directing audit staff, audit report drafting, follow-up and verification of issue closure, and working with other Audit colleagues while ensuring audits are completed timely and within budget.
* Use sound Audit judgement to provide an overall opinion on the control environment through developing recommendations to improve internal controls and improve operational efficiency.
* Establish relationships with technologists and Senior Management, related control groups such as Risk Management and Compliance, external auditors, and regulators while maintaining audit independence.
* Monitor key risk indicators, significant change activities and escalation of emerging technology issues to Audit management and business stakeholders in a timely fashion.
* Stay up-to-date with evolving technology changes and market events impacting technology processes.
* Use Data Analytics to find ways to improve efficiency and improve quality of testing
* Recognize the confidential nature of Internal Audit communications and access to information; you must be disciplined in protecting the confidentiality and security of information in accordance with firm policy
Required qualifications, capabilities and skills
* 5+ years of internal or external auditing experience, or relevant business experience
* Bachelor's degree (or relevant financial services experience) in Technology or related discipline
* Understanding of internal control concepts, with the ability to evaluate and determine the adequacy of control design and operating effectiveness related to technology general controls and by considering business and technology risks in an integrated manner
* Ability to effectively and efficiently execute audit testing and complete audit work paper documentation in a timely manner
* Adapt to changing business priorities and ability to multitask in a constantly changing environment
* Excellent verbal and written communications skills
* Interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control par...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:32
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Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates.
You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture.
As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors.
This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
* Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
* Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
* Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
* Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
* A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
* Proven trusted relationship builder with a track record of delivering an exceptional client experience
* Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
* Demonstrated understanding of investments, wealth planning, credit and banking concepts
* Required Licenses: Series 7 and 66 (or 63 and 65).
Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
* A bachelor's degree
* Experience cultivating relationships through delivering Home or Business lending needs
This role is located...
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Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:31
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Join our Commercial and Investment Bank (CIB) Data team as a Core Data Business Analysis U.S.
Lead.
This role offers a unique opportunity to drive strategic data solutions across the Commercial & Investment Bank, impacting high-profile change programs.
Be a part of a team that values innovation, collaboration, and career growth.
As a Director, Core Data Business Analysis U.S.
Lead within the CIB Core Data organization, you will be responsible for defining and delivering strategic Core data solutions.
You will collaborate with Product Solutions and Program Management partners to ensure alignment with business needs and priorities.
Your role will involve building stakeholder trust, scoping data needs, and demonstrating business value.
The CIB Core Data organization is dedicated to unlocking value through high-quality, compliant core data.
Our team works closely with Line of Business stakeholders and Core Data Operations and Technology partners to deliver robust product strategies.
This position is pivotal to the success of strategic initiatives like CRM, providing an outstanding opportunity at JP Morgan Chase.
Job Responsibilities:
* Jointly lead strategic solution and design for party, role, and relationship data informed from Business use case gathering, focusing on delivering business value for strategic initiatives like CRM.
* Gather, analyze, and document business requirements partnering with business stakeholders across Wholesale businesses & CRM teams.
* Lead senior stakeholder meetings, including preparation and presentation of data models and solutions.
* Support the adoption of the strategic Core data model from onboarding to downstream business processing, working with cross-functional teams.
* Develop business cases as needed for prioritization of technology build or enhancements and engage in the annual budgeting process.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree and significant experience (10+ years) in delivering technical and/or operational change.
* Knowledge of party and account Core data and client onboarding processes.
* Excellent analytical skills, with the ability to present fact-based recommendations in a clear, logical, and concise way: \"tell a story\" with data.
* Strong time management skills, efficient at multi-tasking, and able to work under pressure to deliver multiple business demands on time, to a high-level standard.
* Knowledge of Commercial & Investment Bank businesses.
* Excellent relationship management, team leadership, and influencing skills.
* Experience in Product Management and Agile disciplines.
* Ability to work in a highly dynamic environment with changing and multiple priorities.
* Ability to understand logical data models and work with data architects to translate conceptual models to logical models.
* Confidence in communicating internally at all levels.
* Analytical and problem-solving ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:30
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Raleigh, US-NC
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:29
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Job Summary:
Data and analytics play critical roles for management in navigating today's complex business environment.
This is an beginner / intermediate level data role within the Macro Quantitative Research (QR) team at JP Morgan.
The role offers opportunities to work on a variety of data and quantitative macro trading and sales business problems.
The team's mission is to bring data-driven decision making and automation to the Macro business.
As a Vice President for the Data and Analytics Rates and Emerging Markets Trading team, you will be in a highly visible role within a specialized team of data analysts.
You will require analytical insight, strong data discipline, sound understanding of technology, strong business acumen, and an entrepreneurial spirit to execute and drive results.
You will be required to have strong communication skills and the ability to bridge the gap between technology, QR and business users is necessary.
Job Responsibilities:
• Work with the CEM and Rates Sales, Trading and QR to understand solutions needed to solve business problems
• Understand and refine current data architectures to persist critical business data across all business lines
• Drive standardization across processes and reporting.
Suggest and implement controls to improve efficiency & accuracy of existing processes
• Develop and enhance existing key management performance analytics and reporting
• Help develop predictive analytics to detect changes in data patterns that may be precursor to changes in our business
• Pro-actively drive adoption and rollout of business intelligence tools and data APIs.
• Develop and maintain models, methodologies and infrastructure such as data pipelines, and associated visuals needed for data projects
• Develop data-driven decision making analytics with demonstrable impact
Required qualifications, capabilities, and skills:
• Advanced degree in quantitative subject (such as engineering, mathematics, physics)
• Demonstrable quantitative, problem solving, research and analytical skills
• Solid software development skills
• Attention to detail and excellent communication skills, both oral and written
Preferred qualifications, capabilities and skills:
• Familiarity with kdb, and amazon aws cloud
• JPMorgan execution systems and trade booking model knowledge
• Markets product knowledge / experience
• Dashboard visuals experience such as Tableau
• AI / ML experience
• Derivatives pricing knowledge
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 rewa...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:29
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:27
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Bring your expertise to JP Morgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a member of the Strategic Analytics Team in Chase Auto, you will be responsible for monitoring and optimizing existing credit policies strategies while driving innovation to support better decisions for customers in a price-sensitive, highly competitive credit environment.
Job Responsibilities
* Work both independently and collaboratively to complete analytical tasks; starting with problem identification, defining objectives, data discovery, synthesis and analysis of large & complex data points, formulating concise conclusions with actionable recommendations, and creating presentations to pitch findings and/or strategies
* Liaise with the credit policy team to better understand the relationship between pricing and credit policy as both teams work to optimize originations strategies
* Develop lasting partnerships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to successfully implement pricing strategies
* Help maintain an inventory of industry and competitor insights to better understand how the portfolio is positioned relative to other lenders, and using this information to drive meaningful pricing optimization insights
* Participate in ad hoc requests for senior management including preparing talking points for investor meetings/presentations
* Provide subject matter expertise on business initiatives across Chase Auto
Required Qualification, Capabilities and Skills
* BA/BS in Finance, Economics, Statistics or related field with 2-4 years of related experience or professional designation
* Excellent quantitative and analytical problem solving skills
* Strong statistical / data mining skills and experience with tools like SAS, R, Python and proficiency in Microsoft Office applications
* Adept at written and oral communication skills as the job entails owning analyses and communicating results
* Candidate must have the ability to comprehend complex concepts in a fast-paced, dynamic environment and clearly and concisely articulate key recommendations
* Strong judgment, professional maturity and personal integrity
* Willing to ask tough questions and challenge the status quo
* Strong presence, comfortable interacting with and presenting to all levels of management
Preferred Qualifications, Capabilities and Skills
* Advanced degree in Finance, Economics, Statistics or related field with 2-4 years of related experience; professional des...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:25
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When you mentor and advise multiple technical teams and move financial technologies forward, it's a big challenge with big impact.
You were made for this.
As a Senior Manager of Software Engineering at JPMorgan Chase within the Corporate Sector, specifically in Finance Technology, you will assume a crucial leadership position.
Your role will encompass providing technical direction and mentorship to diverse technical teams, as well as predicting the needs and potential dependencies of other functions within the organization.
Utilizing your specialized knowledge, you will influence budget and technical decisions to improve operational efficiencies and functionalities.
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
* Collaborate with end users and product teams to ensure timely alignment of technical deliverables.
* Escalate project delivery risks to senior stakeholders across technology, product, and business, along with a mitigation plan.
* Coach and develop a high-performing team both locally and remotely
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills:
* Formal training or certification on software engineering concepts with 5+ years applied experience.
In addition, 2 + years of experience leading technologists to manage and solve complex technical items within your domain of expertise.
* Expertise in Java, Spring Core, Spring Boot, REST APIs, JPA (OR) Python and relevant microservices framework.
* Expertise in JavaScript, Typescript, React and popular test framework for UI
* Proficiency in Object-Oriented Design (OOD) and Test Driven Development (TTD), with hands-on experience in test automation frameworks like Junit, Mockito, Playwright and Cucumber.
* Experience in building cloud-native web applications.
* Strong understanding of security standards such as OAuth, TLS, and Kerberos.
* Knowledge of Domain Driven Design, microservices patterns, and modern architectures.
* Familiarity with log/metric collection and monitoring technologies like ELK stack, Prometheus, Grafana, AppDynamics, and Splunk.
...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:24
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-23 08:49:22
