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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
...
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Type: Permanent Location: Northridge, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:48
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J.P.
Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P.
Morgan Advisors, J.P.
Morgan Self-Directed Investing (digital platform), J.P.
Morgan Investments Direct, and J.P.
Morgan Personal Advisors.
J.P.
Morgan (our Remote Wealth Management offering).
As a Vice President on the CWM Business Project Management Team you will lead strategic initiatives aimed at driving business growth and enhancing client experiences within Chase Wealth Management.
This individual will partner with leaders across product, technology, legal, risk, and field teams to deliver large-scale, transformational projects that spark innovation and long-term success.
The position requires strong problem-solving skills, advanced analytical capabilities, and the ability to navigate complex issues while driving strategic decisions through execution.
Job Responsibilities
* Lead critical business projects end-to-end, representing the business in planning, execution, and delivery to ensure initiatives meet strategic goals
+ Act as business owner for key initiatives, coordinating across functions to drive alignment, remove roadblocks and deliver outcomes on behalf of the organization
+ Drive the prioritization, implementation, and measurement of key business goals and targets, managing projects that impact Advisors and their management across multiple stakeholders.
+ Strategize and develop implementation plans for key initiatives effectively.
+ Collaborate and mentor junior members of the team in order to execute project deliverables with a focus on the client and advisor experience
+ Identify risks and escalate issues promptly, employing a solution-focused mindset to resolve challenges.
+ Interface with senior executives on the leadership team, building relationships across stakeholders to enable the business to achieve its objectives and ensure initiatives are executed as planned in a controlled manner.
+ Build trust and rapport through all interactions, delivering optimal outcomes for the business and fostering an advisor and client-centric mindset across all strategic initiatives.
+ Leverage cross-functional relationships and business knowledge to influence outcomes with quick turnaround times.
Required qualifications, capabilities, and skills
* 7+ years of prior experience in financial services industry,
* Proven track record of managing and delivering high-profile priorities and projects in a fast-paced, fluid environment with multiple stakeholders.
* Proactive, accountable, and detail-oriented, with the ability to prioritize across multiple deliverables concurrently and execute within demanding deadlines.
* Ability to understand and analyze complex business processes, products, and initiatives to identify risks, improve processes, and develop innovative sol...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:47
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Career Summary
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 o...
....Read more...
Type: Permanent Location: West Chester, US-PA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:45
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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 Associate in the U.S.
Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business.
You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.
Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.
Job Responsibilities
* Provide leverage to the Senior Banker on daily client priorities
* Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
* Support the Senior Banker on client hierarchy and pipeline management
* Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities
Required Qualifications, Capabilities, and Skills
* Bachelor's Degree required
* Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Sales/origination experience
* Coachable professional with good business acumen
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Excellent communication skills
* Strong analytical and quantitative skills
* Ability to multi-task and manage priorities effectively
* Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
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 determ...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:44
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Port Orange, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:42
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information:
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's households a...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:40
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
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 drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
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...
....Read more...
Type: Permanent Location: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:39
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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: Lima, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:37
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Licensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* A valid and active Series 7 and Series 63
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days)
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 financia...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:36
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Albuquerque, US-NM
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:34
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker on the Venture Capital Relationship Team, you will play a key role in supporting our efforts to build and manage relationships with leading venture capital firms.
Working closely with Managing Directors and Executive Directors, you'll help prepare for portfolio reviews, drive process improvements, and support strategic internal projects and leadership initiatives.
You'll also develop a deep understanding of J.P.
Morgan's positioning within the venture ecosystem and our key strategic priorities.
Our team covers technology and healthcare venture capital firms across the U.S., from early-stage to growth-stage investors.
We serve as the primary point of contact for VCs, collaborating with General Partners and their portfolio companies to deliver opportunities across the Commercial Bank, Private Bank, and Investment Bank.
The Venture Capital Relationship Team (VCRT) is part of J.P.
Morgan's Commercial Bank within the Commercial & Specialized Industries group.
We are seeking candidates who possess a strong interest in venture capital, technology, and healthcare; demonstrate a commitment to teamwork and partnership; and exhibit exceptional work ethic and attention to detail.
Job Responsibilities:
* Act as a trusted advisor and thought partner to Managing Directors and Executive Directors, driving VC meeting preparation and strategic initiatives across the J.P.
Morgan platform.
* Oversee and optimize team operations, including calendar management, metrics tracking, budget planning, and process improvement to maximize efficiency and effectiveness.
* Develop an understanding of the full breadth of J.P.
Morgan products and service offerings, including but not limited to credit, venture debt, private banking, fund banking, and investment banking.
* Lead the preparation and execution of client meetings, internal briefings, and high-profile events.
Preparing materials, managing logistics, and ensuring impactful follow-up.
* Serve as a central point across different lines of business, acting as a first line of defense for inquiries and inbound requests from internal partners.
* Build and maintain relationships with junior investors, founders, and ecosystem partners, representing the team at internal and external events and expanding your professional network.
Required Qualifications, Capabilities, and Skills:
* 3+ years of above-average performance in a similar banking role, credit/lending, or venture capital/private equity-related experience.
* Outstanding professional reputation and integrity.
* Excellent problem-solving, oral, and written communication skills.
* Broad knowledge of products and services.
* Requirement to complete FINRA Licensing exams (SIE, Series 63 and Series 79).
Preferred Qualifications, Capabilities, and Ski...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:32
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You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients.
A role as a Market Executive in Mid-Corporate Market Banking is for you.
As a Market Executive in Mid-Corporate Banking you will hire and direct team members in their business development efforts to grow and retain profitable banking relationships with Middle Market companies.
In this role you will be expected to maintain a portfolio of your own while leading the banking team however the portfolio size is typically smaller in recognition of management responsibilities.
Your team will typically include four to six bankers with indirect oversight over an underwriting staff, a sales/marketing assistant, treasury sales officer and client service professionals.
Mid-Corporate generally focuses on companies between $100 million and $2 billion in sales size.
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 drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Minimum of ten years account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services with knowledge of the region
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong technology experience; digital background preferred
* Excellent organizational, influencing and interpersonal skills
* Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
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 processin...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:31
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker on the Venture Capital Relationship Team, you will play a key role in supporting our efforts to build and manage relationships with leading venture capital firms.
Working closely with Managing Directors and Executive Directors, you'll help prepare for portfolio reviews, drive process improvements, and support strategic internal projects and leadership initiatives.
You'll also develop a deep understanding of J.P.
Morgan's positioning within the venture ecosystem and our key strategic priorities.
Our team covers technology and healthcare venture capital firms across the U.S., from early-stage to growth-stage investors.
We serve as the primary point of contact for VCs, collaborating with General Partners and their portfolio companies to deliver opportunities across the Commercial Bank, Private Bank, and Investment Bank.
The Venture Capital Relationship Team (VCRT) is part of J.P.
Morgan's Commercial Bank within the Commercial & Specialized Industries group.
We are seeking candidates who possess a strong interest in venture capital, technology, and healthcare; demonstrate a commitment to teamwork and partnership; and exhibit exceptional work ethic and attention to detail.
Job Responsibilities:
* Act as a trusted advisor and thought partner to Managing Directors and Executive Directors, driving VC meeting preparation and strategic initiatives across the J.P.
Morgan platform.
* Oversee and optimize team operations, including calendar management, metrics tracking, budget planning, and process improvement to maximize efficiency and effectiveness.
* Develop an understanding of the full breadth of J.P.
Morgan products and service offerings, including but not limited to credit, venture debt, private banking, fund banking, and investment banking.
* Lead the preparation and execution of client meetings, internal briefings, and high-profile events.
Preparing materials, managing logistics, and ensuring impactful follow-up.
* Serve as a central point across different lines of business, acting as a first line of defense for inquiries and inbound requests from internal partners.
* Build and maintain relationships with junior investors, founders, and ecosystem partners, representing the team at internal and external events and expanding your professional network.
Required Qualifications, Capabilities, and Skills:
* 3+ years of above-average performance in a similar banking role, credit/lending, or venture capital/private equity-related experience.
* Outstanding professional reputation and integrity.
* Excellent problem-solving, oral, and written communication skills.
* Broad knowledge of products and services.
* Requirement to complete FINRA Licensing exams (SIE, Series 63 and Series 79).
Preferred Qualifications, Capabilities, and Ski...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:29
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Palm Coast, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:27
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker on the Venture Capital Relationship Team, you will play a key role in supporting our efforts to build and manage relationships with leading venture capital firms.
Working closely with Managing Directors and Executive Directors, you'll help prepare for portfolio reviews, drive process improvements, and support strategic internal projects and leadership initiatives.
You'll also develop a deep understanding of J.P.
Morgan's positioning within the venture ecosystem and our key strategic priorities.
Our team covers technology and healthcare venture capital firms across the U.S., from early-stage to growth-stage investors.
We serve as the primary point of contact for VCs, collaborating with General Partners and their portfolio companies to deliver opportunities across the Commercial Bank, Private Bank, and Investment Bank.
The Venture Capital Relationship Team (VCRT) is part of J.P.
Morgan's Commercial Bank within the Commercial & Specialized Industries group.
We are seeking candidates who possess a strong interest in venture capital, technology, and healthcare; demonstrate a commitment to teamwork and partnership; and exhibit exceptional work ethic and attention to detail.
Job Responsibilities:
* Act as a trusted advisor and thought partner to Managing Directors and Executive Directors, driving VC meeting preparation and strategic initiatives across the J.P.
Morgan platform.
* Oversee and optimize team operations, including calendar management, metrics tracking, budget planning, and process improvement to maximize efficiency and effectiveness.
* Develop an understanding of the full breadth of J.P.
Morgan products and service offerings, including but not limited to credit, venture debt, private banking, fund banking, and investment banking.
* Lead the preparation and execution of client meetings, internal briefings, and high-profile events.
Preparing materials, managing logistics, and ensuring impactful follow-up.
* Serve as a central point across different lines of business, acting as a first line of defense for inquiries and inbound requests from internal partners.
* Build and maintain relationships with junior investors, founders, and ecosystem partners, representing the team at internal and external events and expanding your professional network.
Required Qualifications, Capabilities, and Skills:
* 3+ years of above-average performance in a similar banking role, credit/lending, or venture capital/private equity-related experience.
* Outstanding professional reputation and integrity.
* Excellent problem-solving, oral, and written communication skills.
* Broad knowledge of products and services.
* Requirement to complete FINRA Licensing exams (SIE, Series 63 and Series 79).
Preferred Qualifications, Capabilities, and Ski...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:26
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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
...
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Type: Permanent Location: Palmdale, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:24
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J.P.
Morgan Asset Management, the world's third-largest alternatives manager, offers innovative solutions with specialized teams and global resources.
Our strategies aim for uncorrelated returns and can be customized to client needs across real estate, private equity, credit, and more.
Join us in building a premier life sciences investment firm.
Job Summary
As an Asset Management - Life Sciences, Biotech Fund, Investment Executive Director within J.P.
Morgan, you will play a critical role in building our Healthcare Life Sciences Private Capital business and the Healthcare Biotech Fund.
The Biotech Fund invests stage assets across life sciences.
You will leverage your strong transactional background to help in transaction structuring and identifying appropriate targets.
A passion for healthcare and an understanding of business principles and market dynamics in the medical device, biopharma, and life sciences tools and services sectors will be crucial to your role.
This role offers the opportunity to participate in the investment process from opportunity identification through due diligence and deal closing.
Job Responsibilities:
* Build transaction financial models, company financial models and detailed market models for products/diseases
* Conduct comprehensive due diligence on prospective investments
* Develop investment theses and perspectives on investment themes/areas
* Participate in and support the investment process from opportunity identification through due diligence and deal closing
* Prepare internal investment memoranda, models, and other materials for investment committee presentations
* Develop and maintain relationships with target companies, entrepreneurs, industry executives, and investment professionals
* Conduct company screens in various life science areas using proprietary databases and maintain universe of potential medium and long term investment opportunities
* Monitor and support of portfolio companies
* Attend company management meetings and investment/device/technology/medical conferences
Required qualifications, capabilities and skills
* Undergraduate degree from a top-tier university
* At least five years of industry experience
* Excellent writing, communication, presentation, and analytical skills
* Team oriented and exceptional work ethic
* Demonstrable passion for investing and healthcare
* Highly entrepreneurial and self-motivated
Preferred qualifications, capabilities and skills
* Ideally experience in both transaction/financial model modeling and in life sciences
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 bu...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:23
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:21
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Salem, US-OR
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:19
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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: Lynnwood, US-WA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:17
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You are a vital part of the Sales team to deliver tailor-made product solutions that meet clients' needs.
Leverage your problem-solving skills to thrive in a fast-paced environment and drive customer-centric strategies.
As a leader in solutioning, collaborate closely with the Sales teams to deliver tailor-made product solutions that meet clients' needs.
As a Sales Product Solutions Individual Contributor in Healthcare Payments, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership.
You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams.
In this role you will be expected to carry your own quota and will be responsible for prospecting and creating your pipeline and leads.
You are responsible for understanding the customer's pain points and recommending solutions that would best fit their needs.
You will work directly with the Treasury Representative and Healthcare Banker and supports the Healthcare Payments Product needs.
Job responsibilities
* Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives, specifically within across Patient Management Systems and other Hospital Systems
* Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends
* Owns pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
* Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
* Exhibit sales mentality with being goal and quota driven
* Exhibits attention to organization in fast-paced environment with ability to manage multiple projects simultaneously
* Sources new opportunities while shepherding inbound requests
* Demonstrates proactive and hardworking nature
* Exhibits a consultative approach with clients and works to deeply understand current to future state with product implementation experience
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent sales expertise in problem-solving across multiple teams and a cluster of products
* 5+ years of experience of healthcare technology, with proven successful track record
* Extensive experience working in a sales cycle and engaging with clients on a regular basis
* Experience modifying preconfigured solutions to meet complex problems
* Demonstrated prior experience working in a highly matrixed and complex organization
* Understanding of healthcare with knowledge specific to Reven...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:15
-
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: Ellensburg, US-WA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:14
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Be the catalyst at the intersection of technology and sales to tailor cutting-edge products that fit client challenges.
As a Senior Client Solutions Architect Associate in Healthcare Payments, you contribute significantly to a team that innovates and supports the sales process in architecting comprehensive product solutions for clients with complex challenges.
Draw on client feedback and support the channeling, modification, and technical design and adaptation of large-scale solutions.
Job responsibilities
* Execute the configuration and modification of the firm's existing products and solutions, often in partnership with Technology, to address complex client use cases.
* Develop training materials and collateral to support Revenue teams.
* Oversee the aggregation and analysis of relevant client and market data to help the Solutions team deliver impactful solutions.
* Engage with technical roles on client teams to field and answer product-related queries.
* Apply a consultative approach with clients, assisting in understanding their current and future needs, and guiding them through complex technical decisions, best practices, and architectural standards.
* Support the development of highly detailed solution design documentation (e.g., Project Charters or Statements of Work) by gathering information on project complexity, technology stack, client objectives, and desired outcomes.
* Develop foundational knowledge of healthcare commercial receivables, consumer receivables, and payables products and capabilities, while staying informed about client needs and industry trends.
* Demonstrate strong organizational skills in a fast-paced environment, effectively managing multiple projects and deliverables with guidance from senior team members.
* Collaborate with key internal partners in Banking, Treasury, Client Solutions, Operations, and Product Management to build and maintain effective working relationships.
* Support product demonstrations, proof-of-concept projects, and address technical questions during the sales cycle.
* Identify potential risks in solution design and implementation, proposing mitigation strategies
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise working across a broad set of related products.
* Proficient technical knowledge of the healthcare revenue cycle industry, including revenue cycle management, treasury, banking, and patient accounting/financial systems.
* Proficient technical knowledge of healthcare payments, integration methods, APIs, and related products, with exposure to the healthcare payments sales cycle.
* Experience working with clients in a technology field and interfacing with engineers to support the technical design of products or technology applications.
* Demonstrated experience working in a highly matrixed and complex organization.
* Ability to communicate clearly an...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:12
-
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: Salem, US-OR
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:10
-
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: Great Neck, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:08
