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In joining our creative team, you will play a pivotal role in shaping the future of payments.
We are looking for visionary thinkers and innovative creators who are passionate about crafting compelling narratives and designing engaging experiences that resonate with our clients and stakeholders.
Your creativity will help us communicate our story, enhance our product offerings, and drive meaningful connections in a rapidly changing landscape.
As a Senior Associate Copywriter within Payments Marketing, you will craft groundbreaking ideas and expand on the written theme and tone across our evolving expression.
You have a strong point of view on concepts and stories that illustrate a brand and product through the written word.
You have a high level of craft in all facets of your copywriting, from web to short and long-form scripts.
Job responsibilities
* Create big ideas for all mediums, including social, product, film, interactive, content, activations, OOH, print, events, experiential, etc.
* Understand how copywriting and conceptual ideas can be used to tell a story on behalf of a brand and within a product.
* Communicate complicated technology topics in clear, concise ways to an audience.
* Present ideas in a clear and focused way that builds consensus within the team.
* Work collaboratively within a cross-functional team environment with art directors, designers, engineers, strategists, and product managers.
* Create original, breakthrough work.
* Translate complex strategic approaches into easily accessible creative concepts.
Required qualifications, capabilities, and skills
* 5+ years of experience in agency/in-house settings, with a focus on global brands.
* Proven ability to craft content that humanizes technology.
* Experience with emerging technologies and a future-first mindset.
* All applicants must submit a portfolio with writing samples showcasing world-class campaigns.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:40
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Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.).
Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts).
We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances.
Familiarity with the taxation of entities and of estates and trusts is also useful but not required.
Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.
As Executive Director - Wealth Planner within J.P.
Morgan Wealth Management Wealth Planning & Advice, you will use your deep understanding of tax and trust & estate laws to simplifying complex legal concepts for clients and advisors, and being part of a team specializing in trusts & estates, tax planning, financial planning, and related areas.
The job requires working closely with advisors and clients, educating them about wealth planning opportunities, and staying updated on tax laws.
The role also involves collaborating with Advisors to develop business opportunities.
The candidate must have excellent communication skills, a strong initiative, a deep understanding of tax and trust & estate laws, and a natural curiosity for people, planning, and the wealth management industry.
Job Responsibilities:
* Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
* Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
* Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
* Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
* Promote J.P.
Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
* Work with Advisors to develop business opportunities with new and existing clients
* Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
* Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
*...
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Type: Permanent Location: Newport Beach, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:39
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The J.P.
Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform.
We focus on delivering quality interactions, serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
As a Client Service Leader within the J.P.
Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions.
Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision.
You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve.
Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
Job Responsibilities
* Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
* Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed
* Develop employees through effective coaching and career development conversations
* Recruit and onboard new team members
* Schedule strategically and manage the floor tactically to meet service levels
* Speak with clients and handle escalations
* Conduct call observations to review the quality of service provided
* Resolve problems, conduct research, and address complaints
* Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks
* Foster and develop partnerships across the enterprise
* Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients
Operating hours: Our current target operating hours are Monday - Friday, 7 a.m.
- 8 p.m.
CST and Saturday, 7 a.m.
- 5 p.m.
CST.
Required qualifications, capabilities, and skills
* 3 + years of financial services or brokerage experience
* Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs required
* FINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territories
* FINRA Series 9/10 (or equivalent), required or must obtain within 90 days of employm...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:38
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As a Vice President and ConnectWealth Platform Specialist, you will support the delivery of our new strategic Unified Managed Account platform for the Global Private Bank and US Wealth Management.
This includes the Chase Wealth Management and JP Morgan Advisors businesses, representing over $640 billion in AUM across 900k accounts.
You will assist in launching new capabilities to the salesforce, communicating the value of platform features to enhance Advisor productivity, and supporting the adoption of new digital platform tools through practice management strategies.
The ConnectWealth Program is high-profile and spans multiple lines of business and functions, aiming to transform the operating model for managed accounts with an intuitive technology platform.
Job Responsibilities:
* Support Training Initiatives:
+ Assist in designing and customizing advisor resources and trainings that effectively articulate the value proposition of ConnectWealth's transformational changes, with a strong attention to detail.
+ Develop and deliver training programs in various forums, utilizing digital/scalable mediums whenever possible, and ensuring high-quality content that meets the needs of diverse audiences.
* Optimize Advisor Experience:
+ Provide insights to enhance Advisor experience, efficiency, and productivity, leveraging project management skills to coordinate initiatives.
+ Assist in synthesizing and articulating program/platform capabilities to promote client acquisition and deepen client relationships, ensuring clarity and precision in communication.
* Partner with Advisors:
+ Serve as a knowledgeable resource for advisors on new features and capabilities, offering guidance and support during transitions.
+ Collaborate with Field Engagement/Advisors for complex client situations and pitches, utilizing project management experience to ensure seamless execution.
Required Qualifications, Capabilities, and Skills:
* 7 years of experience in the financial services industry, preferably in Managed Accounts, wealth management, or investments organizations.
* Basic knowledge of managed investment products and/or investment advisory business.
* Experience collaborating with multiple teams and coordinating across cross-functional initiatives.
* Strong team player with the ability to work with teams at all levels.
* Effective communicator with the ability to provide clear verbal and written updates.
* Strong organizational skills and attention to detail; self-motivated and goal-oriented.
* Ability to work under tight timelines and meet deliverables.
Preferred Qualifications, Skills, and Capabilities:
* Proficiency with MS Excel, Word, PowerPoint.
* Strong problem-solving abilities and analytical skills.
* Ability to synthesize information and present findings effectively.
* Flexibility to follow tight deadlines and prioritize wor...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:37
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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: Florence, US-KY
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:36
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Join our Global Security team as a Retail Command Center Specialist and play a vital role in safeguarding our firm's employees and assets
As a Retail Command Center Specialist within our Global Security team, you will be instrumental in safeguarding the firm's employees and assets by developing security policies, ensuring regulatory compliance, and managing global security operations.
You will be part of the Retail Global Security Operations Center, which serves as the primary hub for reporting and responding to Workplace Violence and Physical Security incidents across the Consumer Bank Branch network in the US.
This role involves monitoring, researching, reviewing, and analyzing data sources for dissemination and reporting, ensuring compliance with standard operating procedures in a fast-paced environment, and maintaining the highest quality and professionalism in service.
Job Responsibilities:
* Triage and escalate workplace violence and physical security incidents to relevant security and threat management teams
* Conduct and advise on security incident response and triage of potential impacts to the firm's employees, assets, and areas of operation
* Conduct proactive and real-time research into potential risks; monitor external media feeds for threats to the firm's employees, assets or areas of operation
* Escalate sensitive or high-impact incidents to senior managers and executives
* Perform special projects and research as required by GSOC management or as conditions warrant
* Work in office shifts between 8:00 am EST to 9:00 pm EST shifts Monday-Saturdays
* Work overnights, weekends, holidays and during crises as needed
Required Qualifications, Capabilities, and Skills:
* 2+ years relevant professional experience in incident management, business resilience or security operations, or military experience
* Ability to work and adapt effectively in a fast-paced, fluid environment, to meet tight deadlines and consistently produce high quality products
* Demonstrated ability to communicate
* Demonstrate strong written and oral communication skills
* Show strong Emotional Intelligence (EQ); ability to display empathy and assist in de-escalating stressful situations
* Strong customer focus; use of discretion in confidential/sensitive matters
* Highly detail-oriented, effective time management skills, proactive nature
* Work in complex situations with a sense of urgency
Preferred Qualifications, Capabilities, and Skills:
* Minimum of an undergraduate degree, preferably in intelligence studies, criminal justice, business management or related field
* Ability to establish, foster and maintain trust-based relationships with a diverse portfolio of stakeholders
* Confident and collaborative, ability to constructively challenge the status quo and provide diverse perspective
* Contact center experience
* Strong understanding of security operations co...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:35
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
Bring your Lead Software Engineering skills to the next level by joining our AIML & Data Platforms Team.
In this role you will Architect, design, and develop multiple AI products for core AI and Machine Learning (ML) team leveraging generative AI, natural language.
You will also mentor other software developers and data scientists and give guidance to developers on the team.
As a Lead Software Engineer at JPMorgan Chase within Corporate Sector AIML & Data Platforms Team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Works with business stakeholders, product teams, and other technology teams to finalize software solutions in-line with the strategic end-state.
* Leads efforts to solve business problems through the delivery of high-quality, cloud-centric software embracing modern software practices and technology.
* Architects, design, and develops multiple AI products for core AI and Machine Learning (ML) team leveraging generative AI, natural language processing and other AI-ML technologies.
* Mentors' other software developers and data scientists and give guidance to developers on the team.
* Determines timelines for different product features and communicate them to business stakeholders.
* Allocates work to team members and lead Agile scrum development through daily scrum meetings.
Lead the architecture and design efforts for backend services as well as the web front end.
* Performs data modeling for different AI software solutions, decide data persistence strategies, and create data pipelines.
* Establishes coding standards for committing codes into different repositories and perform code reviews.
* Maintains responsibility for product deployments on public and private clouds and ensure server costs are properly managed through regular monitoring and tuning.
* Performs test-driven back-end development, as well as test-driven front-end development.
* Contributes to test-driven AI and ML model development and improvement.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
* Hands-on practical experience delivering system design, application development, testing, and operational stability and Agile SDLC.
* Advanced in following languages Python, React, NodeJs, Javascript
* Proficient in following technologies, Redux, Web sockets, JEST, GraphQL
* Proficiency in automation and continuous delivery meth...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:34
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When you mentor and advise multiple technical teams and move financial technologies forward, it's a big challenge with big impact.
You were made for this.
As a key member of API Marketplace team, you will lead the charge in innovation, scaling, and enhancing the API engineering experience through API platform, tooling and solutions that support the entire developer journey for Chase partners, business lines and prospects seeking to leverage Chase Banking APIs.
As a Senior Manager of Software Engineering at JPMorgan Chase within the Consumer and Community Banking , you serve in a leadership role by providing technical coaching and advisory for multiple technical teams, as well as anticipate the needs and potential dependencies of other functions within the firm.
As an expert in your field, your insights influence budget and technical considerations to advance operational efficiencies and functionalities.
Job Responsibilities:
* Provide leadership, guidance, and coaching to a team of entry-level to mid-level software engineers working on tasks ranging from basic to moderately complex.
* Be accountable for decisions impacting team resources, budget, tactical operations, and the execution and implementation of processes and procedures.
* Ensure successful collaboration across teams and stakeholders to achieve project goals.
* Identify and mitigate issues to execute a book of work, escalating issues as necessary.
* Provide input to leadership regarding budget, approach, and technical considerations to enhance operational efficiencies and team functionality.
* Foster a culture of diversity, equity, inclusion, and respect, prioritizing diverse representation within the team.
Required Qualifications, Capabilities, and Skills:
* Formal training or certification in full-stack development concepts with 5+ years of applied experience.
* Proven experience in leading teams of technologists.
* Ability to guide and coach teams to achieve goals aligned with strategic initiatives.
* Experience in hiring, developing, and recognizing talent.
* In-depth knowledge of the services industry and its IT systems.
* Practical experience with cloud-native technologies.
* Background in Computer Science, Engineering, Mathematics, or a related field with expertise in technology disciplines.
* Proficiency in software development using one or more general-purpose programming languages (e.g., Java, Go).
* Experience with cloud platforms and technologies, such as AWS and Spring Cloud.
* Familiarity with container platforms like Docker and Kubernetes.
Preferred Qualifications, Capabilities, and Skills:
* Experience working at the code level.
* In-depth knowledge of HTTP, HTTP Proxies, API Proxies, and web servers (e.g., Envoy, NGINX, HAProxy).
* Experience with API Gateways such as Apigee, Kong, AWS API Gateway, and Envoy.
* Experience in developing and supporting REST API int...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:33
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The J.P.
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform.
The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As a Vice President, Banking Product Specialist within J.P.
Morgan Wealth Management, you will work with various teams to enhance the product, platform, and the advisor/client experience for the Wealth Management Banking product suite.
You will strive to ensure that Advisors have access to a strong, competitive platform that delivers a best in class client experience and will partner with key stakeholders to focus on the prioritization and delivery of these key initiatives.
Job Responsibilities
* Run the bank and/or change-the-bank initiatives that will advance and/or harmonize the Banking product experience through partnership with key stakeholders such as Tech Product, Operations, Service, Digital, and desktop teams, as well as Legal, Risk, and Compliance.
* Representing the voice of the Advisor and the Client when developing new technology, product, or platform enhancements
* Drive requirements gathering, definition and documentation to the required levels of quality and specificity including capturing business needs, technical needs, dependencies, testing necessities and approval
* Quantify market opportunities to set prioritization of key deliverables
* Provide general support on key initiatives, including but not limited to process development, project planning , product management, and communications development
* Serve as subject matter expert on product offering, including team representative on firm workstreams and initiatives
* Participate in projects related to productivity improvements, compliance, and other matters as needed
* Liaise across the firm as appropriate, establishing and maintaining partnerships with LOB specific product, technology, marketing, legal, risk, compliance, finance, and operations partners
Required qualifications, capabilities, and skills
* 6+ years of financial services product or project management experience; banking and lending experience
* Bachelor's degree required
* Superior communication skills; ability to lead multi-stakeholder projects end to end
* Ability to actively work within a team environment while driving accountability from key stakeholders
* Strong analytical skills and ability to translate and synopsize data for decision-making
* Advanced Microsoft Office skills including Excel and Powerpoint
* Familiarity with IT project work - writing requirements, partnering on testing plans, and holding partners accountable to deliver solutions that meet all business needs
Chase is a leading financial services firm, helping n...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:32
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Step into a dynamic role at JPMorgan Chase as an Financial Controller.
The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business.
Some of the most common functions and activities that are owned by Financial Controllers are MTD PL reconciliations, balance sheet reconciliation, balance sheet substantiation and GLRS reporting & governance, inter-entity control and governance, manual accounting / bookings to the GL, and operating systems and the month end close process & coordination.
As a Financial Control Associate, on the corporate controllers team, you will be responsible for weekly and month end close PL reconciliation and balance sheet substantiation, as well as reporting controls, and the month end close process and coordination.
Job Responsibilities:
* Ensure the accuracy and validity of line of business general ledger balance sheet accounts, including adherence to the firmwide General Ledger Attestation (GLA) standards
* Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency
* Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business
* Work closely with various line of business controllers, middle office, business managers, technology and operations
* Understand end-to-end flow of trading activities, booking models, product configurations, and trade economics to apply relative accounting policies and enhance control framework
* Ensure the integrity and accuracy of line of business income statement and balance sheet at month, quarter, and year-ends
* Engage in line of business initiatives and projects, be the financial control subject matter expert and habe the ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change
* Oversee preparation of the firm's primary financial statements at quarter-end for use in the earnings release and Securities Exchange Commission filings
* Control post-closing entries and consolidation adjustments and Perform various control procedures to ensure the integrity of reported financial results
* Manage intercompany eliminations, a key component of the financial consolidation process
* Enhance the overall control environment around the financial reporting function and Mobilize change wherever possible in order to simplify processes, enhance controls and create efficiencies
Required Qualifications, Skills, and Capabilities:
* Bachelor's degree required and Minimum of 3 years of related experience
* General Ledger accounting experience
* Experience with financial reporting and month end close responsibilities & Understand...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:32
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: New City, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:30
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The J.P.
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform.
The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As an Executive Director, Investment Product Specialist in J.P.
Morgan Wealth Management, you will be expected to present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the U.S.
Wealth Management strategy.
Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships.
You will have the opportunity to demonstrate your passion for capital markets and the wealth management industry, providing support to our advisor and client population.
You will strengthen our client satisfaction, build and deepen value-add relationships, while being transparent with our client base in their investment roadmap.
Job Responsibilities
* Become a Subject Matter Expert to be able to present on the firms investment themes, various investment platforms, and products/investment strategies
* Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise manner
* Successfully cover a territory of 2 to 3 regions remotely and in person (approximately 350-450 advisors) in the East Division
* Creating and coordinating workshops for advisor development
* Act as a speaker for Group Meeting Presentations and Zoom office hours
* Schedule and Execute approximately 10 to 15 one on one advisor meetings per week to support new business opportunities
* Attend client meetings as the subject matter expert on investment solutions and positioning
* Coordinate and partner with colleagues across disciplines on joint presentations
* Be able to demonstrate your value in pushing divisional goals to target
Required qualifications, capabilities, and skills
* Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge) required
* Series 7, Series 66, and Insurance Licensing required
* 10+ Years of Sales Experience
* Skilled at Presenting
* Wholesaling background and story telling ability to present solutions effectively
* Strong ability to effectively communicate in group settings as well as partner on presentations
* Well versed in territory management, expense control, and meeting deadlines
* Must be comfortable with overnight travel
* Ability to collaborate with partners and provide cohesive messaging
Preferred qualifications, capabilities, and skills
* Independent initiative, while being flexible and responsive to the field is preferred
* Ability to understand c...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:29
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class
As a Counterparty Credit Risk Associate within Risk Management and Compliance, you will be at the center of keeping JPMorgan Chase strong and resilient.
You will help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgement to solve real-world challenges that impact our company, customers, and communities.
Job responsibilities
* Build and maintaining Counterparty risk monitoring frameworks, for existing metrics and new emerging risks
* Contribute to BAU stress testing, Regulatory and Annual CCAR exercises which includes detailed Risk Identification, Scenario Design and Stress Testing on traded products
* Propose thresholds and limits to monitor firm wide concentrations, trends, stress behavior, and impacts on limits/risk appetite
* Contribute to firm-wide projects around key counterparty credit exposure metrics and technical enhancement
* Develop deep dives and touch points with partners in risk with respect to counterparty credit exposure/risks, providing guidance and training to Credit Officers on material methodology releases or model limitations, and helping guide methodology and policy updates
* Manage and contribute to firm-wide projects around key counterparty credit exposure metrics & technical enhancements
* Drive outcomes in identifying, analyzing, monitoring, and reporting on inherent risks within counterparty exposures, self-starter
* Formulate views around product risk appetite and be able to review and challenge business stakeholders' risk related questions
Required qualifications, capabilities, and skills
* Undergraduate degree with 3 years of relevant work experience; Bachelor's degree in a discipline such as Financial Engineering, Mathematics, Physics, Statistics, Engineering, Finance, and/or Economics.
* Knowledge of risk management, including scenario analysis and stress testing.
Good understanding of quantitative concepts relating to credit exposure, risk sensitivity, and stress testing.
Familiarity with NCMR, SIMM, VaR, or other margin methodologies.
* Demonstrated interest in and knowledge of global financial markets and strong intuition regarding their impact on our business.
* Excellent analytical and problem-solving skills; inquisitive nature and comfort in challenging current practices.
* Strong communication and interpersonal skills to be leveraged in executive governance and senior manage...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:29
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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...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:26
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Vice President in the Loss Forecast and Portfolio Analytics team, you will have the opportunity to provide oversight and promote production of the credit loss forecast and loan loss reserve (LLR) for all Business Banking portfolio.
You will be responsible for coordinating with multiple groups and promoting the forecasting and reporting Business Banking (BB) credit losses for processes including budgeting, allowances (CECL), risk appetite and stress testing (including CCAR).
This is a highly visible role where you will interact with partners in risk strategy, finance, accounting, model validation, controls and technology, and communicate results to senior management in BB Lending and CCB.
Job Responsibilities:
* Oversee forecasting and analytics for the BB portfolio to support allowances, budgeting, and regulatory stress testing (CCAR/Risk Appetite) processes.
* Compile, interpret, and summarize data to provide information, prepare reports, and present findings, analyses, and recommendations to Senior Management.
* Explain the model behavior and results, offering insights to support the outcomes from a business perspective.
* Understand the credit forecast process, including the needs and rationale behind business decisions.
* Coordinate interactions and partner with Controllers, Finance, P&A, Modeling, and MRGR to ensure consistency in the loss forecast.
* Mentor and coach junior analysts to enhance their risk management skills and financial knowledge.
* Implement and adhere to best practices, controls, and standards for all production processes.
* Provide thought leadership on complex problems, guiding and influencing others to achieve results.
Required qualifications, capabilities, and skills
* Master's degree in a quantitative discipline (e.g., Finance, Mathematics, Statistics, Economics).
* Minimum 5+ years of related experience in Risk and/or Finance
* Strong communication and interpersonal skills, essential for presenting to and collaborating with business partners and model end-users, including the ability to explain and present analyses.
* Strong analytical, interpretive, and problem-solving skills, with the ability to synthesize and analyze diverse information.
* Experience managing complex processes that leverage data and models.
* Self-motivated and proactive, with the ability to work accurately under pressure to meet deadlines.
* Proven ability to c...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:25
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Princeton, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:24
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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 Product Solutions Manager in The Chief Data and Analytics Office Product and Platform team, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales.
You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams.
You will engage with JPMorgan Chase's clients across Line of Businesses and Corporate Functions to help them use the Firm-wide Chief Data and Analytics Office Product and Platform solutions across Data, AI, Governance and Analytics.
You will build expertise in Chief Data and Analytics Office Platform capabilities, create and maintain high-quality user documentation and training materials and guide clients in leveraging tools and capabilities to enable their data and analytics plans for the future.
We are seeking a highly motivated specialist with a good foundational knowledge in Data and AI/ML technologies.
The Chief Data and Analytics Office Product and Platform team is responsible for designing and delivering governance, discovery, access, and data and AI services, empowering JPMorgan Chase teams to accelerate their data and analytics journeys and maximize commercial outcomes.
The Chief Data and Analytics Office Product and Platform Client Engagement Team is responsible for account management, solutions, implementation and client service to JPMorgan Chase Lines of Business and Corporate Functions.
You will have a keen interest in customer engagement and possess the ability to work collaboratively within cross-functional teams, you are a significant contributor to a team that defines and configures complex product solutions for key client relationships and prospect opportunities.
You draw from research and client feedback to develop unique product solutions in partnership with Sales and coordinate with product teams to support new product development.
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 activities.
* 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.
* Supports Sales in 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.
Collaborat...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:24
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Allen, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:21
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Cupertino, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:19
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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...
....Read more...
Type: Permanent Location: New Windsor, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:18
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FRRA Innovation Strategy team is responsible for the delivery of applications and tools that enable data management, controls, data modelling, data aggregation, analytics, and reporting.
As a Program Management Associate within the FRRA Innovation Strategy team, your primary responsibility will be working on the build out and modernization of applications and services utilized for external reporting that align to critical firm-wide initiatives in a product owner/scrum master capacity.
You will partner with users, architecture and technology teams delivering within an agile framework responsible for managing the prioritized backlog to ensure the team is always maximizing delivery value against the firm's & FRRA goals.
The Firmwide Regulatory Reporting & Analysis (FRRA) team resides within Corporate Finance.
The group is responsible for the execution and delivery against the Firm's regulatory reporting requirements to its U.S.
regulators.
The team has end-to-end responsibility for US regulatory reporting and capital stress testing, including the design, implementation, and oversight of the execution, analysis, control, and governance frameworks.
Its mandate includes determining the appropriate investment in people, processes, and technology to improve the accuracy, completeness and consistency of the Firm's US regulatory reporting and capital stress testing submissions, as well as the implementation of new requirements and guidelines as they are published.
The objectives of the FRRA Team are to provide leadership on all aspects of US regulatory reporting and Firm wide capital stress-testing, including both internal and regulatory requirements.
Job Responsibilities:
* Work with lines of business & key stakeholders to understand their products, how data is captured, and how to strategically source data into a cloud based big data architecture.
* Define and execute project deliverables, including business requirements, testing, operating model assessments, and implementation.
* Identify project risks and issues, escalating issues and roadblocks to managers and stakeholders as needed.
* Monitor the implementation post go-live, and remediate resulting issues.
Required Qualifications, Capabilities, and Skills:
* A minimum of 2 years of related professional experience as a Program Manager and/or Business Analyst.
* A Minimum of 2 years of experience in the financial services industry, with knowledge and experience of trading products (e.g., trading securities and derivatives).
* Bachelor's degree
* Experience with Agile delivery, JIRA and Confluence
* Experience with SQL, Alteryx and/or Tableau
* Proficiency in MS Excel and MS PowerPoint
Preferred Qualifications, Capabilities, and Skills:
* PMP certification
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...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:15
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Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.).
Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts).
We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances.
Familiarity with the taxation of entities and of estates and trusts is also useful but not required.
Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.
As a Vice-President - Wealth Planner within J.P.
Morgan Wealth Management Wealth Planning & Advice, you will have a comprehensive understanding of tax and trust & estate laws, and the ability to simplify this complex knowledge for clients, advisors, and field leadership.
You should be goal-oriented, with a thorough understanding of various investment, banking, and lending products and platforms.
Your day to day responsibilities include leveraging tax and trust & estate laws knowledge, identifying client engagement opportunities, partnering with field management to establish regional strategies, and advising on strategy execution.
You should be naturally curious, proactive, and responsive.
Job Responsibilities:
* Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
* Serve as a resource to the J.P.
Morgan Wealth Management field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
* Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
* Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
* Promote J.P.
Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
* Work with Advisors to develop business opportunities with new and existing clients
* Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
* Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
* Actively participate in team discussions to proactively propose pl...
....Read more...
Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:15
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As an Executive Assistant you will possess structure, attention to detail, quality focus, high energy and flexibility to a high-paced deadline driven organization.
In this role you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities:
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects for offsite conferences and external events, including catering and transportation
* Process invoices and T&E expense claims for team members.
Ensure all policies are followed and items are processed within provided guidelines.
Act as a subject matter experts for policies and procedures
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
* Work cooperatively with the administrative assistants team, in positive partnership to support each other smoothly
* Lead and coordinate on ad hoc projects as requested
Required qualification, capabilities, and skills:
* 5+ years of administrative experience, ideally supporting at the Managing Director level (or equivalent) or above
* Advanced ability to organize
* Tact and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualification, capabilities, and skills:
* College degree
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 manageme...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:14
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The J.P.
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform.
The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As a Liquidity Specialist within the US Wealth Management Investment Products & Advice Banking team, you will play a crucial role in advocating and executing short-term investment solutions like Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, and Managed Bond Ladders, along with a variety of Banking products.
Your duties will encompass collaborating closely with senior Liquidity Specialists to sustain their connections with advisors and proposing appropriate short-term investment strategies that align with the clients' immediate and long-term goals.
Job Responsibilities
* Demonstrate strong analytical skills with the ability to translate and synopsize data to support strategies and solutions based on client goals and objectives in efforts to attract and retain assets
* Work with the Liquidity Specialist on Field Leadership and Financial Advisor strategy to drive adoption and utilization of team
* Supporting awareness campaigns, market updates, prospecting opportunities, advisor resources and client communications
* Assist in the development of educational product presentations, awareness campaigns, and market updates focused on liquidity solution
* Work alongside the Liquidity Specialists with the liquidity management framework and cash bucketing concepts
* Partner with marketing teams to create actionable ideas collateral
* Partner with Data & Analytics team to curate opportunity lists
* Liaise across the firm as appropriate, establishing and maintaining partnerships with the broader Investments and Products organization to foster cross collaboration, idea sharing and client deepening opportunities
Required qualifications, capabilities, and skills
* Series 7, 66 licensed
* Knowledge of macro interest rate environment; understanding of wealth management
* Team-oriented with ability to interact effectively with various functions
* High level of proficiency using Microsoft Office products such as Excel and PowerPoint with the ability to translate and synopsize data using strong analytical skills to support strategies and solutions
* Strong verbal and written communication skills
* Bachelor's degree required
Preferred qualifications, capabilities, and skills
* 2+ years of financial services experience, investments experience strongly preferred
* Diversified wealth management and investment skills, including banking, lending, and investment solutions a plus
Chase is a leading financial services firm, helping nearly half of America's...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:13
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Vice President Special Credits Lead in Dealer Commercial Services, you will be a leader on the Special Credits Team expected to serve as a Credit Executive and manage a portfolio of marginal to adversely graded credit relationships.
In this leadership role you will act with the purpose of improving the overall quality of the portfolio through negotiating satisfactory repayment/exposure management, obtaining additional collateral, and/or restructuring credit facilities.
With guidance, you will be expected to structure deals appropriately within your credit authority and provide guidance and recommendations on deals outside of your credit authority.
You will be expected to work independently and be a key resource concerning credit issues, bankruptcy and policy expertise.
This position plays an integral role in the management of problem credits focusing on risk management and maximization of recovery on Dealer Commercial Services loans to automobile dealerships.
The Dealer Commercial Services team specializes in floorplan lines of credits, real estate loans, acquisition loans, working capital loans, and treasury products to our 450+ franchised retail automobile dealer group relationships.
We are searching for a Special Credits Lead Credit Officer.
The Special Credits Lead Credit Officer is recognized for superior commercial lending knowledge and analytical abilities.
You must possess and apply a broad understanding of the business environment including the auto industry, current events, and economic cycles.
Job Responsibilities
* Manage a portfolio of problem credits and provide ongoing oversight of credit management activities across the team including guidance on policy issues, procedures and risk ratings
* Interface regularly with borrowers, financial advisors, and outside counsel in order to generate the best solution for repayment of credit exposure
* Formulate strategies and present recommendations to internal and senior management on distressed situations in either an advisory or managed capacity
* Demonstrate an expert understanding of the workout process, client engagement, negotiation strategies, and understanding of proper reporting to management according to bank policies and OCC requirements
* Ensure high-quality credit decisions through the completion of consistent, high-quality risk and analysis packages that adhere to regulations, policies, and procedures
* Prepare valuations for reserving an...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-23 07:10:12
