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Job Description:
Do you want to start your career with a company that values integrity, dedication, and hard work? We offer you competitive pay, monthly bonuses, a generous benefits package, and opportunities for advancement.
Blood Hound offers a comprehensive suite of private utility locating and subsurface utility engineering (SUE) services to its diverse customer base composed of Engineering, Environmental, Utility, Surveying, and other Construction, and Infrastructure.
Advanced Locate Technicians are required to use advanced observational skills and deductive reasoning to identify, locate, and mark all utilities within a requested job scope.
Ideal candidates will possess troubleshooting skills and be willing and able to learn new procedures and technologies.
Pay for this position is $24-$27/hour +monthly bonus.
Why You'll Love Working for Us (Our Benefits):
* High-quality company vehicle – Gas and all work-related expenses are paid.
* Monthly bonus - Variable bonus paid to you each month, based on meeting revenue goals.
* Work-life balance - Get home every night, OT optional.
* Quality first – We give our techs ample time to do great work.
* Opportunity for increased responsibility and career advancement
* Company laptop, phone, and equipment – Advanced technology you can count on.
* Comprehensive insurance options – Including medical, dental, vision, and life.
* 401(k) with company match – We will help you save for the long term.
* PTO and paid holidays – Even in your first year, so you can spend time with your loved ones.
* Tenure Boots Program – Provides a $200 voucher for work boots on your first anniversary and every year after.
* Tech Health Desk – Dedicated representatives to get you what you need when you need it.
* Employee discounts & perks – Outstanding discounts at major retailers and service providers.
Requirements:
* Must have at least 18 month of private locating experience (multiple utilities) with a demonstrated commitment to quality and attention to detail
* Experience reading CAD, GIS, and MicroStation files is a plus
* Manage the locate schedule with the CSR team and supervisor
* Plan and organize daily work schedule to call on existing and potential clients
* Identify potential customers and set strategies to align customers with our recommendations
* Candidates must pass a ‘fit to work’ physical examination
* Detailed-oriented and ability to maintain a professional and positive attitude
We are an Equal Opportunity Employer
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: 25
Posted: 2025-03-05 07:37:42
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As a Product Owner for Portfolio Manager Toolkit, you will be an integral part of the Multi-Asset Portfolio Solutions team, supporting the Portfolio Manager function through shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
The team is uniquely positioned working directly with the business and in many cases as an extension of the business.
As Product Owners, you are responsible for driving the direction of the platform, maintaining a Product Cabinet, and prioritizing the decisions made for the platform.
The Product work has substantial impact across the business / firm and is geared towards revenue enhancement, cost reduction, risk mitigation, process improvement, increasing reach for insights or other priorities as defined by management.
Job Responsibilities:
* Own the product's vision and execute your strategy to realize it, while rigorously applying product best practices to stay abreast of the latest market and technology opportunities.
* Complement a strong product intuition with data-informed evidence to actively manage the product backlog in an agile development environment.
Critically evaluate data, information, ideas, and arguments when determining what should be built, and describe what is needed with well-written stories.
* Drive data quality testing and improvement efforts across the platform.
Distill insights from data across diverse users, business, and industry sources.
* Set motivating objectives for the business and your team with well-designed OKRs that measure success by the business outcomes your product achieves.
* Manage Area Product Owners and Business Analysts aligned to the product
* Drive committed partnerships with your business stakeholders, Engineering, Design, and Product peers.
Required qualifications, capabilities, and skills:
* Graduate / Post-Graduate, with a minimum of 15 years of experience in Banking / Financial Services; includes hands-on product manager with demonstratable experience in agile product practices throughout the product lifecycle and prior experience as a Portfolio Manager with ability to interface with Multi Asset Portfolio Managers
* Asset and Wealth Management experience within Multi-Asset Portfolio Solutions with working knowledge of fund of funds business and a variety of investment products
* Familiarity with Product ownership model including project planning, Jira story writing, resource management, requirements management (elicitation, documentation, prioritization, etc.), process mapping, process design, procedure authoring, org design, capacity sizing, etc.
* High data literacy including data collection, synthesis, and translation of results into concrete actionable solutions.
* Organized and effective execution - work independently, set, and manage expectations, model work ethic, proactively manage efforts across multiple teams, rig...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:41
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In CDAS at JPMorgan Chase, our role involves solving challenging business problems through data science and machine learning techniques across all of Corporate technology and the supported Corporate Functions.
corporate functions, including Compliance, Finance, CAO, Audit and Legal.
As an AI/ML Data Scientist/Engineer, you will be responsible for designing, developing, and deploying cutting-edge AI and machine learning solutions to enhance the efficiency and effectiveness of our operations.
You will work closely with cross-functional teams to identify opportunities for automation and process improvement, utilizing your expertise in machine learning and generative AI.
Job Responsibilities:
* Develop and implement machine learning models and algorithms to solve complex operational challenges.
* Design and deploy generative AI applications to automate and optimize business processes.
* Collaborate with stakeholders to understand business needs and translate them into technical solutions.
* Analyze large datasets to extract actionable insights and drive data-driven decision-making.
* Ensure the scalability and reliability of AI/ML solutions in a production environment.
* Stay up-to-date with the latest advancements in AI/ML technologies and integrate them into our operations.
* Mentor and guide junior team members in AI/ML best practices and methodologies.
Key Skills and Qualifications:
* Ph.D.
in Computer Science, Data Science, Machine Learning, or a related field.
* Experience in deploying AI/ML applications in a production environment, with skills in deploying models on AWS platforms such as SageMaker or Bedrock.
* Familiarity with MLOps practices, encompassing the full cycle from design, experimentation, deployment, to monitoring and maintenance of machine learning models.
* Expertise in machine learning frameworks such as TensorFlow, PyTorch, Pytorch lightening, or Scikit-learn.
* Proficiency in programming languages such as Python
* Proficiency in writing comprehensive test cases, with a strong emphasis on using testing frameworks such as pytest to ensure code quality and reliability.
* Experience with generative AI models, including GANs, VAEs, or transformers.
Experience with Diffusion models is a plus.
* Solid understanding of data preprocessing, feature engineering, and model evaluation techniques.
* Familiarity with cloud platforms (AWS) and containerization technologies (Docker, Kubernetes, Amazon EKS).
* Excellent problem-solving skills and the ability to work independently and collaboratively.
* Strong communication skills to effectively convey complex technical concepts to non-technical stakeholders.
Preferred Qualifications:
* Experience in the financial services industry, particularly within investment banking operations.
* Experience in developing AI solutions using agentic frameworks.
* Experience fine-tuning SLMs with ap...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:40
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's International Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the International Private Bank, you will provide integral daily support to Investors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
* Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
* Create mandates for discretionary accounts
* Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis.
Work with Team Leader to monitor risk metrics across the team
* Work with Team Leader to monitor Client Advisor loadings.
* Submit and monitor fee schedules and billing
* Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
* Fluent in English and Spanish
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* Fluent in English and Spanish
Preferred Qualifications, Capabilities, and Skills
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
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 role...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:40
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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 ...
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Type: Permanent Location: Santa Cruz, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:39
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
* 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: Marina Del Rey, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:38
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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 will 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
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Type: Permanent Location: Hammond, US-LA
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:38
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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 will 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
* Reading and speaking in both Spanish and English fluently is required for this role
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help...
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Type: Permanent Location: Sun City Center, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:37
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J.P.
Morgan Chase & Co.
is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries.
It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
As part of Wealth Management (WM) Solutions, the Solutions Product Development group works in conjunction with numerous wealth management investment solutions teams to develop and deliver products for use in the Private Bank (PB), JPMorgan Advisors (JPMA) and Chase Wealth Management (CWM) lines of business.
Position Overview:
The candidate will join the Wealth Management Solutions team, concentrating on supporting the trading and investment implementation of the firm's Donor Advised Fund (DAF) program and its donors.
The role involves contributing to the strategy, design, and integration of new DAF product launches and features, with a particular emphasis on optimizing the investment process and trading execution for donors.
The ideal candidate is a structured, highly-organized individual with a comprehensive project management approach, capable of adapting to a fast-paced environment, possessing superior analytical skills, and being an effective communicator.
The candidate will play a critical role in the day-to-day execution of investment strategies and trading operations, working with cross-functional and cross-LOB teams, and providing thought leadership in these areas.
Candidates should have excellent critical thinking and problem-solving skills, strong communication abilities in both written and oral forms, and experience in strategy initiatives across teams and partners.
A passion for digital and financial services, particularly in trading and investment management, is essential.
Successful candidates will be expected to quickly adapt and contribute effectively to a dynamic agenda
Key Responsibilities:
* Collaborate with cross-functional teams to enhance current state operating models and create future state value propositions, focusing on the trading and investment aspects of the DAF product offering across the wealth continuum.
* Partner closely with various digital product teams to enhance the digital client experience related to investment workflows and implementation.
* Develop and manage projects through strategy development, product definition, and agile implementation, with a focus on trading and investment execution and asse...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:36
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We have an opportunity to advance your career and provide an adventure where you can push the limits of what's possible
As a Lead Software Engineer at JPMorgan Chase within the Commercial & Investment Bank, specifically in the Payments division, you will play a crucial role in an agile team committed to enhancing, creating, and delivering high-quality technology products securely, stably, and scalably.
As a significant technical contributor, your duties will encompass creating vital technology solutions across various technical domains within numerous business functions, all aimed at supporting the firm's business goals.
Job Responsibilities:
* Develop and implement creative software solutions, including design, development, and technical troubleshooting.
Utilize innovative thinking to build solutions and address technical challenges beyond routine or conventional approaches.
* Write secure, high-quality production code, and review and debug code written by others to ensure quality and performance.
* Identify opportunities to eliminate or automate the remediation of recurring issues, enhancing the overall operational stability of software applications and systems.
* Lead evaluation sessions with external vendors, startups, and internal teams to assess architectural designs, technical credentials, and their applicability within existing systems and information architecture.
* Foster communities of practice across Software Engineering to promote awareness and adoption of new and leading-edge technologies.
* Contribute to a team culture that values diversity, equity, inclusion, and respect.
Required Qualifications, Capabilities, and Skills:
* Formal training or certification in software engineering concepts, with 5+ years of applied experience.
* Proficiency in building and maintaining Java web services.
* Expertise in designing REST APIs.
* Hands-on experience in system design, application development, testing, and ensuring operational stability.
* Advanced skills in one or more programming languages (e.g., Java, JavaScript/TypeScript, Golang, Python, Ruby, Clojure, Rust, C++, Haskell, Lisp, etc.).
* Proficiency in automation and continuous delivery methods.
* Comprehensive understanding of all aspects of the Software Development Life Cycle.
* Advanced knowledge of agile methodologies, including CI/CD, application resiliency, and security.
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.).
* In-depth knowledge of the financial services industry and its IT systems.
* Practical experience with cloud-native technologies.
Preferred Qualifications, Capabilities, and Skills:
* Experience with Spring Boot.
* Experience with BPMN flows.
* Experience with MySQL.
* Experience with Kafka.
* Experience with AWS.
* E...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:36
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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 take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
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Type: Permanent Location: Manchester, US-NH
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:34
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Take the next step in your career by joining the team that supports External reporting, Balance sheet, & Risk Weighted Assets review.
As an External Reporting Controller Associate within our Finance organization, you will be responsible for the timely and accurate regulatory submissions for the Line of Business.
You will also be responsible for monitoring balance sheet, capital, Risk Weighted Assets review (RWA)/forecast.
Job Responsibilities
* Oversee and be accountable for the quality of the Regulatory Reporting disclosures of the Business
* Interact with product controllers teams, coordinate effort and consolidate information required for Regulatory disclosures
* Review RWA for different risk stripes in Credit and Market risk.
* Provide guidance on accounting for products, liaising with Accounting Policy group where appropriate and ensuring compliance with Corporate Regulatory requirements
* Provide analytical support for optimizing balance sheet and capital usage for the lines of businesses
* Monitor the LOBs Balance Sheet from a net funding usage and from Basel 3 liquidity ratios perspective
* Collect external disclosures from regional product controllers; consolidating data, performing consistency checks for analytical review.
* Work with the business to ensure that they fully understand developments in Regulatory framework and priorities, i.e.
changes to the Capital framework, the impact of Risk Weighted Assets, revenue recognition on new deals.
Required qualifications, capabilities, and skills
* Good understanding of accounting, financial statements, product and risk
* Advanced excel skills
* Capacity to summarize complex information and deliver it at business executive level
* Good presentation skills
* Good relationship building skills and comfortable with business contact
* Positive can-do attitude looking to add value across the breadth of the business
* 5+ years in a Finance organization with exposure to accounting, financial statements, regulatory reporting and financial products
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, ba...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:34
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JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Within Wealth Management (WM) Solutions, the Solutions Product Development group collaborates with various WM and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and National Branch lines of business.
Job Description:
This is a Vice President role focused on product development and management.
The Product Development team is responsible for launching and managing fee based, advisory products for distribution across four distinct US distribution channels.
These investments, whether proprietary or managed by third parties, include Separately Managed Accounts (SMAs), Mutual Funds (MFs), and Exchange Traded Funds (ETFs) across all asset classes.
In addition, the team is responsible for managing the product lifecycle across these programs and driving key strategic changes to streamline offerings across the channels.
This Product role will require strong expertise in traditional and alternative asset classes, the ability to build trusted relationships with key internal and external stakeholders, and the capability to influence across various organizational levels to achieve our strategic objectives.
* Partner with leaders across the company on designing and structuring new innovative offerings or enhance existing capabilities to ensure the best solutions are offered to our customers
* Independently lead product launches or changes collaborating across the investment management, business channels, trading, legal, compliance, risk, finance, tax, operations and technology teams
* Provide subject matter expertise on our offerings throughout the organization, assisting in addressing complex requests and representing these offerings in committees and forums
* Lead efforts to consolidate products, streamlining the offering to clients to optimize resource use and focus on areas of revenue and asset growth
* Provide ongoing product support and coordinate across business lines to ensure a unified client experience for new launches and the implementation of key program changes, both tactically and strategically
Required Qualifications, Capabilities, and Skills:
* 8 years of experience in financial services
* Experience with investment products and asset classes, including fixed income, alternatives and multi-asset class solutions
* Advanced degree preferred, alongside industry certifications and accreditations (CFA, CAIA, CFP, etc.)
* Team-oriented with a ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:33
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We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, Diversified Industries team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As a Vice President in Equity Capital Markets, Diversified Industries team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
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 ca...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:32
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
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Type: Permanent Location: Cherry Hill, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:32
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As a Control Manager within Asset Wealth Management (AWM), you will support the implementation and maintenance of Compliance Operational Risk Environment (CORE) framework for AWM Marketing.
You will collaborate with the business units to implement and maintain controls necessary to mitigate operational risks, which includes using a risk based approach to assess the control environment, partnering with the business to design effective controls, participating in controls testing and function as part of a team to provide oversight to ensure compliance with policies and standards.
You will also be responsible for working across diverse and cross-functional organizations to manage issues and develop plans, identify solutions, and drive continuous improvement through participation and/or ownership of key control initiatives, self-assessments and root cause analysis along with ongoing process review and control testing.
For this role, candidates must be able to physically work in either our Newark, DE, or Columbus, OH, offices full time according to the schedule determined and communicated by direct management.
Job Responsibilities
* Collaborate with senior business management and partners across AWM functional areas (e.g., Legal, Finance, Compliance, Risk, Regulatory Strategy, Regulatory Exam Managers (REM), Control Management) and geographies to share information and create synergies
* Help establish control governance and reporting to identify meaningful metrics to inform on health of operational risk and control environment; escalate control breaks based on key reporting indicators; and manage control committees and forums.
* Oversee completion of relevant CORE Governance deliverables and assessments such as Compliance and Operational Risk Summaries, Process Owner Reviews, and Quarterly MRI reviews.
* Maintain adherence to key Control Management standards (e.g.
CORE, Control Committee, Risk ID, Risk Acceptance, Legal Entity).
* Support setup and management of relevant FW Common Processes and associated risks and controls in CORE
* Review business procedures; ensure annual process reviews and attestations (e.g.
Business resiliency plan, Estimations/ User-Tool Inventory)
* Monitor metrics to facilitate management actions for breached metrics
* Participate in regular AWM Issue Review Forums with cross functional stakeholders to ensure consistent issue management practices.
* Support planning and employee engagement activities for AWM Controls
* Partner with AWM Control Managers as well as Firm wide Controls teams to ensure ongoing and effective CORE data quality, governance, reporting and drive continuous improvement.
Required Qualifications, Skills and Capabilities
* Bachelor's degree or equivalent experience required
* 7+ years of financial services experience in controls, audit, quality assurance, risk management, or compliance preferred
* Management experience preferred
* P...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:31
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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 will 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 an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the hear...
....Read more...
Type: Permanent Location: Council Bluffs, US-IA
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:31
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Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation.
As a Technology Support II team member in Commercial & Investment Bank Payments Technology team, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows.
Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
Job responsibilities
* Analyze and troubleshoot production application flows to ensure end-to-end application or infrastructure service delivery supporting the business operations of the firm
* Improve operational stability and availability through participation in problem management
* Monitor production environments for anomalies and address issues utilizing standard observability tools
* Assist in the escalation and communication of issues and solutions to the business and technology stakeholders
* Identify trends and assist in the management of incidents, problems, and changes in support of full stack technology systems, applications, or infrastructure
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
* Knowledge of applications or infrastructure in a large-scale technology environment on premises or public cloud
* Exposure to observability and monitoring tools and techniques
* Experience with NDM, SFTP, MQ, and familiarity with processes within the scope of the Information Technology Infrastructure Library (ITIL) framework
* Experience with Tandem technologies.
Cobol, TACL, Pathway, Control-M
* Hands on experience in Production Support Environment and troubleshooting issues on Tandem platform
* Financial service experience on the areas of Banking, Payments processing etc.
Preferred qualifications, capabilities, and skills
* Working knowledge of development toolset to design, develop, test, deploy, maintain and improve software
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 forfei...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:30
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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 take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
....Read more...
Type: Permanent Location: Providence, US-RI
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:29
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's International Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the International 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:
• Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Asia region
• Mandarin fluency oral and written required
• Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Available to travel internationally to serve off-shore international clients
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Bachelor's Degree required
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 to...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:29
-
Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's International Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the International 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:
• Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Asia region
• Mandarin fluency oral and written required
• Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Available to travel internationally to serve off-shore international clients
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Bachelor's Degree required
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...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:28
-
At J.P.
Morgan Advisors we have been helping high-net-worth individuals and families build and manage their wealth for more than 50 years.
Led by an exclusive group of Investment Professionals throughout the United States, J.P.
Morgan Advisors offers clients a broad suite of transactional, wealth management and investment advisory services.
Our Investment Professionals-among the most experienced and creative in the industry-excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.
As a Supervisory Manager in J.P.
Morgan Advisors, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors.
You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.
Job responsibilities
* Monitor investment activities of registered and non-registered employees of J.P.
Morgan Advisors
* Review middle markets, institutional, and retail customer account activity, sales practices, suitability, documents, marketing material and customers' statements to ensure compliance with various regulatory and legal requirements
* Monitor the trading practices of Advisors with respect to regulatory requirements and internal policy
* Assist in the on/off boarding of J.P.
Morgan Advisors staff
* Review client inquiries, issues, and complaints and complete a thorough investigation and provide resolution.
This involves Compliance, Legal, Portfolio Management Risk Management & Control along with Senior Management in the process of reaching an appropriate resolution
* Serve as point of contact for resolution of any questions or issues that may occur during the course of a business day from the various oversight groups.
Be able to provide clear, concise, and timely resolution to these issues as they arise
* Provide policy and procedural training to new employees, assist with continuing education requirements, and provide special training as warranted on specific topics.
Assist Compliance in the dissemination of information relating to changes in policy and regulatory rules.
Discuss Compliance and new product lines with sales personnel
* Act as the main point contact for internal examinations conducted by Compliance and Internal Audit.
This includes representing management in demonstrating adherence to internal policies and procedures, as well as maintaining and providing all necessary documentation in accordance with internal examiners' requests
* Resolve order errors including identifying circumstances, taking market action when necessary to resolve the error, and completing the error reporting and then assigning responsibilities for the errors as necessary
* Review client accounts as outlined by procedures; follow up on issues or make client contact as warranted and in accordance with supervisory guidelines and mai...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:27
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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: Ramsey, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:27
-
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 take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
....Read more...
Type: Permanent Location: Heathrow, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:26
-
Unlock your potential as a Client Associate at J.P.
Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.
Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships.
With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms.
Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience.
Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice.
Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence.
Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 18...
....Read more...
Type: Permanent Location: Riverside, US-CT
Salary / Rate: Not Specified
Posted: 2025-03-05 07:37:26
