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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Stuart, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:50
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DESCRIPTION:
Duties: Design and develop automated solutions for BIA platform engineering processes that include BIA platform build, integration with various peripheral systems, and maintenance activities.
Implement end-to-end automated solutions by applying modern engineering methodologies.
Guide the team to Work on 'Concept to Design' solution including process shepherding/documentation.
Work in distributed system architecture, design, development and end user experience.
Migrate on-premise Infrastructure to Cloud where necessary.
Tune applications to run with better RTO (Recovery Time Objective) and RPO (Recovery Point Objective).
Responsible for security hardening, adopting firm wide Identity & Access Management, perform threat modelling and building resilient BI Applications.
Design process for periodic health check of the infrastructure and implementation of changes/vendor recommendations.
Research functionality and technical configuration within the BI systems supported by the BI Applications group and prepare recommendations for system improvements.
Develop and document effective new and existing operational procedures for BI infrastructure, BI Architecture, and business system requirements and provide recommendations and proposals.
Plan and implement new systems, optimize existing system resources, work on better system performance without scaling hardware infrastructure.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Business Administration, Electronic Engineering, Electrical Engineering, or related field of study plus 4 years of experience in the job offered or as Infrastructure Engineer, Software Engineer, Software Developer, IT Consultant, or related occupation.
The employer will alternatively accept a Bachelor's degree in Business Administration, Electronic Engineering, Electrical Engineering, or related field of study plus 6 years of experience in the job offered or as Infrastructure Engineer, Software Engineer, Software Developer, IT Consultant, or related occupation.
Skills Required: This position requires three (3) years of experience with the following: Cognos; Business Objects; Qlik; Tableau Server Installation, Administration, Maintenance and upgrades; Alteryx Server Installation, Administration, Maintenance and upgrades; MongoDB Installation, Administration, Maintenance and upgrades; working with Windows Server OS and LINUX/UNIX Operating Systems; Deploying Tableau Server on AWS; Setting up SSO (SAML or Kerberos or OIDC) for Tableau and Alteryx Servers; Utilizing SQL to perform analysis; Automating tasks using Python; PowerShell; and Shell Scripting.
Job Location: 8181 Communications Parkway, Plano, TX 75024.
Full-Time.
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 h...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:47
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DESCRIPTION:
Duties: Develop and support analytics for the regulatory capital framework to ensure the firm can manage potential losses from adverse market conditions and maintain financial stability, including the Fundamental Review of the Trading Book (FRTB) and broader Basel framework requirements.
Design and code analytics tools for capital components to support implementation projects and aid the analysis and production of capital results for regulatory submissions and strategic decision-making.
Execute market risk capital scenarios on traded financial products and derivatives across various desks, including rates, FX, commodities, equities, credit trading, and securitized products, as well as legal entities.
Design, build, and maintain market risk analytics modules.
Analyze and explain market risk capital movements over time, leveraging existing analytics and developing new tools.
Lead implementation discussions for the firm's strategic FRTB build in partnership with quantitative research and technology teams.
Test, validate, and enhance the firm's evolving capital framework to ensure continued regulatory compliance and improved transparency.
Leverage internally developed workflows and perform regulatory capital adjustments to support capital generation.
Own strategic and tactical capital estimation processes for FRTB strategy discussions and regulatory capital submissions.
Communicate and validate the appropriateness of capital models and capital generation processes.
Conduct regulatory exercises such as quantitative impact studies and hypothetical portfolio exercises, and submit to regulators.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Enterprise Risk Management, Finance, Economics, or related field of study plus 3 years of experience in the job offered or as Market Risk Associate, Deal Solution Designer, Risk Analyst, Business Analyst, or related occupation.
The employer will alternatively accept a Bachelor's degree in Enterprise Risk Management, Finance, Economics, or related field of study plus 5 years of experience in the job offered or as Market Risk Associate, Deal Solution Designer, Risk Analyst, Business Analyst, or related occupation.
Skills Required: This position requires experience with the following: Analyzing and interpreting the impacts of changes in quantitative risk metrics, including Greeks, on portfolio P&Ls or capital; Conducting scenario analysis and calculating Value at Risk and Expected Shortfall; Solving capital and risk analytics problems using advanced quantitative techniques, including Monte Carlo simulations, Historical Value at Risk calculations, and sensitivity-based approximations and interpolations; Processing data sets using advanced techniques in Excel, including XLOOKUP, INDEX MATCH, Pivots, and Solver; Developing tools that facilitate data analysis and automating processes to enhance decision-making using Pandas or NumPy libraries in Python; Managing the project ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:47
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Play a vital role in shaping the future of an iconic company and make a direct impact in a dynamic environment designed for top achievers.
As a Senior Lead Cybersecurity Architect at JPMorgan Chase within the Cybersecurity and Technology Controls organization, you are an integral part of a team that works to develop high-quality cybersecurity solutions for AI applications and platform products.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of cybersecurity challenges that span the AI and Machine Learning domains.
We are looking for an experienced AI Systems Cybersecurity Architect to join our team - not only as an AI/ML security subject matter expert, but one who is also passionate about AI/ML security.
You'll work in a collaborative, trusting, thought-provoking environment-one that encourages diversity of thought and creative solutions that are in the best interests of our customers .
Best yet, you will be joining a team of highly motivated and skilled AI and security professionals who will help you to lay the foundation of a great career at JP Morgan Chase.
Job responsibilities
* Develop new / update existing AI technology control requirements identified from emerging AI threats, standards and regulations, e.g., MITRE ATLAS, NIST AI Risk Management Framework, EU AI Act, OWASP Top 10 for LLM, etc.
* Engineer / deploy AI specific technology controls in-line with requirements (e.g., model vulnerability management technologies, AI firewalls, etc.) and integrate the controls into the broader JPMC cybersecurity eco-system.
* Partner with other JPMC cybersecurity organizations to uplift their respective areas to accommodate for AI specific security requirements.
* Guide the evaluation of current cybersecurity principals, processes, and controls, and leads the evaluation of new technology using existing standards and frameworks
* Regularly provide technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Work with stakeholders and senior leaders to recommend business modifications during periods of vulnerability
* Serve as function-wide subject matter expert in one or more areas of focus
* Actively contribute to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influence peers and project decision-makers to consider the use and application of leading-edge technologies
* Add to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience in an AI/ML systems or cybersecurity architecture
* Hands-on practical technical experience delivering secure enterprise level AI/ML solutions and controls
...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:45
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Join the Executive Talent Management & Development Team, where you will focus on driving the talent data strategy for the firm's Senior Executives.
You will work across the Human Resources business-aligned teams to drive firm wide talent and succession planning, evolve strategy to meet business needs and evaluate impact with data-driven insights.
As a Vice President in Executive Talent Management, you will have an opportunity to get involved in a variety of experiences to strategize, execute learn and grow in a small team environment.
Your data analytics and process management skills will shine in this constantly evolving environment.
Job Responsibilities
* Drive the execution of talent management and succession planning processes through use of quantitative and qualitative data and streamlined process management.
* Prepare materials for senior stakeholder discussions and meetings (Operating Committee, HR Offsites, Board Meetings, Business Reviews), leveraging data visualizations and executive summaries.
* Serve as a strategic advisor and thought leader within the Executive Talent Management and Development team, championing a culture of continuous improvement and innovative problem solving.
* Stay at the forefront of emerging trends in data analytics, and talent management, proactively identifying opportunities to innovate, enhance processes, and introduce creative solutions that elevate the team's impact and effectiveness.
* Analyze, interpret, and synthesize talent data to inform strategy, identify trends, and deliver actionable insights for senior leadership.
* Lead the design, development, and ongoing enhancement of data and reporting tools, working in close partnership with Product Teams and Workforce Data Analytics teams.
* Document and maintain project plans, process materials, and data architecture documentation.
* Convert strategy to implementation, balancing firmwide and business needs while maintaining a strong data-driven approach.
* Develop and implement data governance policies and control processes to ensure the confidentiality, integrity, and regulatory compliance of sensitive talent data, in line with existing guidance and policies and in partnership with Firmwide and HR Controls partners.
* Maintain control processes and regulatory requirements, as appropriate, with a focus on data policy and governance (e.g., GDPR, CCPA).
Required Qualifications, Capabilities, and Skills
* Bachelor's degree.
* Minimum of 6 years of advanced data analytics experience, with a strong emphasis on executive-level reporting.
* Advanced understanding of Workforce data components and structure.
* Proven experience leading the design of dashboards, MIS tools, or data systems for senior stakeholders.
* Self-starter with exceptional attention to detail and organization skills; able to problem solve and connect the dots across multiple data-driven initiatives.
* Strong p...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:44
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Join the Asset Managers & Broker Dealers Payments Sales team!
As a Payments Sales Manager within the Financial Institutions Group - Asset Managers & Broker Dealers industry segments, you will be primarily responsible for developing business from existing and new clients/prospects.
You are expected to expand the relationships by building a pipeline of sales opportunities and achieving new business sales goals through effective account planning, development of strong client relationships and the implementation of sophisticated Payments solutions.
As a key member of the team, you be responsible for a portfolio of clients and will drive the end-to-end client experience.
Job Responsibilities
* Drive sales for the entire Payments product suite, including treasury services which covers core cash management, liquidity management and FX solutions
* Execute JPM Payments sales & client strategy to achieve new business sales objectives, maintain current revenue streams, expand market share and increase the share of wallet with clients.
* Work closely with domestic and overseas coverage and product partners to identify opportunities to provide sophisticated treasury/payments solutions to clients; Collaborate with client service, compliance, operations, technology, risk, credit, legal in order to optimize delivery.
* Stay current on all aspects of the client relationship, including revenue levels, balance levels, credit exposure, KYC compliance.
* Conduct comprehensive client analysis to identify strategic opportunities to market JPMorgan's payments products and solutions to address client specific needs.
* Negotiate and finalize documentation for pricing updates, RFPs, client events and other ad-hoc proposals.
* Execute a comprehensive selling strategy in conjunction with Product and the Banking coverage officers; Sell Payments products with value to the firm as well as build a strong pipeline of new deals.
* Gain a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position JPM and solutions optimally.
* Engage clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-focused framework.
Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification, and solution positioning.
* Manage the entire sales process, including supervising end-to-end implementation and day-to-day operations of client solutions.
* Work as a team and provide leadership to organize and co-ordinate client events as to promote and strengthen J.P.
Morgan's franchise.
Required qualifications, skills and capabilities:
* 5+ years experience selling cash and liquidity management products with in-depth knowledge of such products.
* Proactive with strong initiative and ...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:44
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J.P.
Morgan Asset & Wealth Management Finance and Business Management has a new opening for a Business Manager based in New York.
We are looking for a strategic partner and operational support to the Global Head of Deposits & Custody, providing comprehensive business management support across strategic initiatives, executive communications, and organizational priorities.
As the Associate Business Manager within the Deposits and Custody group, you will seamlessly transition between tactical execution and strategic thinking while maintaining the highest standards of quality and confidentiality.
Job responsibilities
* Provide insights and support decision making for the Deposit and Custody Business
* Support senior management in defining strategic direction and future growth plans of the Deposit and Custody Business
* Collaborate with functional partners across the organization to help achieve business objectives
* Prepare and deliver presentations to senior management forums
* Liaise with Senior Management, Product teams, and Marketing to coordinate and manage client campaigns, communications etc.
* Define and implement practices ensuring investments business' compliance with policies, procedures and regulations
* Assist in identifying key business risks and help to drive resolution of mitigating controls
* Actively identify and pursue process efficiencies and client/advisor experience improvement
Required qualifications, capabilities and skills
* Bachelor's Degree or equivalent experience in Business Administration/Finance
* 2+ years working experience in finance, consulting and or project management capacity
* Self-starter with ability to work in a team and alone, highly motivated and displaying strong initiative
* An interest in strategy, business management, project management, and business and data analysis
* Ability to Adopt an organized and methodical approach to issues and tasks and applies sound, logical reasoning to complex problems
* Experienced in driving stakeholder agendas, delivering presentations to stakeholders/senior leaders, and articulating rationale in design decisions
* Very strong analytical, conceptual and creative thinking skills, with ability to develop business insights and hypotheses
* Skills in communication, writing, organization, and time management
* Judgment and discretion working with confidential and sensitive information
* Proficiency in Microsoft Office applications.
PowerPoint and Excel skills, ability to distill crisp message from robust data analysis
* High attention to detail
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 ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:43
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Join Wholesale Lending Services (WLS), a global utility within J.P.
Morgan's Commercial & Investment Bank, providing best-in-class lending service and end-to-end product lifecycle expertise for syndicated and bilateral loans.
As a Control Manager Vice President, you will support a global team and play a key role in delivering a strong control environment, regulatory oversight, and risk management for WLS.
As a Control Manager Vice President on the WLS team, you will be responsible for regulatory oversight, risk assessments, issue management, and ongoing evaluation of key processes and controls.
You will work closely with WLS Operation Leads, Technology, Product, Finance, Credit Risk, Legal, Compliance, Operational Risk Management, and Control colleagues across the firm.
Job Responsibilities:
* Foster a proactive risk and control culture by identifying process gaps and challenging the status quo.
* Support business partners in conducting in-depth analysis of key processes and heightened risks.
* Conduct robust risk assessments to identify risks and key internal controls.
* Manage control-related activities, including Control & Operational Risk Evaluations (CORE), risk events, issues/action plans, and testing.
* Provide leadership support for end-to-end execution of CORE, including control breaks and resolutions.
* Ensure business engagement in control-related activities and risk management.
* Review and analyze program-related data (e.g., Key Risk and Key Performance Indicators) to support business strategies.
* Engage with control colleagues across the firm and with external partners such as regulators and auditors.
* Act as a point of expertise for operational risk, advising on risk trends, events, and governance.
* Develop and deliver compelling executive presentations using PowerPoint/PitchPro.
* Lead and manage a team, providing guidance and training on risk and control best practices.
Required qualifications, capabilities and skills:
* 5 years of financial services experience in controls, audit, quality assurance, risk management, or compliance.
* Advanced knowledge of control and risk management concepts, with the ability to design, create, and evaluate CORE in conjunction with business partners.
* Proficient in PowerPoint/PitchPro, with the ability to develop executive presentations.
* Experience managing people.
* Strong business knowledge, including understanding regulations and inherent risk profiles.
* Technical acumen to seek out and implement technical solutions to business problems.
* Exceptional written and verbal communication skills, with the ability to influence business leaders.
* Strong interpersonal, collaboration, and relationship-building skills.
* Ability to work autonomously, manage competing priorities, and adapt to shifting priorities.
* Advanced process analysis, design, and problem-solving skills.
* Expe...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:41
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Lilburn, US-GA
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:39
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As a Product Associate on the Partner Travel Product team, you'll play a key role in advancing our partner (external clients) priorities within Chase Travel.
You will working closely with our partners to translate their objectives into actionable travel requirements, capabilities, and features.
Your strategic thinking and creativity will be essential in making sure these requirements fit with Chase Travel's objectives and the goals for the overall organization.
You'll partner Product Owners in Chase Travel to refine these requirements and ensuring a successful implementation and positive impact for our partners.
Job Responsibilities:
* Own and manage the delivery of the product roadmap related to the Partner Travel business.
* Serve as the subject matter expert - evaluate and document requirements, scope technical solutions, identify risks, and clearly communicate goals and milestones to business stakeholders.
* Partner with internal and external teams (account management, accounting, product, design, technology, analytics, risk, legal, compliance, operations, servicing, marketing, etc.) on the prioritization and development of product features.
* Conduct discovery and planning activities to prepare comprehensive requirements for handoff to delivery teams.
Required Qualifications, Capabilities, and Skills:
* Minimum of 3+ years of experience or equivalent expertise in product management or a relevant domain area.
* Bachelor's degree required.
* Knowledge and proficiency in product life cycle activities, including discovery and requirements definition, writing stories and acceptance criteria, refinement, and backlog management.
* Attention to detail and ability to manage multiple tasks and priorities simultaneously.
* Be a strategic thinker who demonstrates strong interpersonal and influencing skills to manage partnerships across all levels of the organization, including teams located in different locales.
* Proven end-to-end problem-solving skills with the ability to solve large, complex business problems, obtain consensus, and enhance organizational transformation.
Preferred Qualifications, Capabilities, and Skills:
* Experience in product management within the travel industry or related sectors.
* Experience with external client facing product management.
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 financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive ...
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Type: Permanent Location: Glen Allen, US-VA
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:38
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other informatio...
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Type: Permanent Location: Wheaton, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:37
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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.
As a Lead Software Engineer at JPMorgan Chase within the Corporate Sector's AI/ML & 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
* Develops secure high-quality APIs, and reviews and debugs code written by others.
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems.
* Leads evaluation sessions with external vendors, product organization, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture.
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies.
* Conduct integrity checks to ensure data formats are accurate and consistent.
* Create web-based user interfaces for seamless access to resources.
* Leverage programming language libraries to generate power point presentation.
* Develop comprehensive end-to-end solutions that transform raw data into well-presented outputs.
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies.
* Adds to team culture of diversity, opportunity, inclusion, and respect.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
* Hands-on experience in designing and developing APIs.
* Hands-on practical experience in system design, application development, testing, and operational stability
* Demonstrable ability to code in Python.
* Experience in creating web user interfaces.
* Foundational knowledge of database concepts.
* Experience across the whole Software Development Life Cycle.
* Exposure to agile methodologies such as CI/CD, Application Resiliency, and Security.
Preferred qualifications, capabilities, and skills
* Exposure to cloud technologies.
* Capable of programming in several languages, for example, Java and JavaScript.
* Basic SQL Database knowledge.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands....
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:36
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:36
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:34
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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 an Executive Director, Credit Risk Director for the Food and Agribusiness team within Commercial Banking Risk, you will lead a team of risk professionals, overseeing credit approvals and portfolio management for clients ranging from family-owned businesses to mid-cap corporates and sponsor-owned companies, typically with $20 million to $2 billion in revenues and non-investment grade profiles.
Additionally, you will be responsible for structuring and negotiating complex credit transactions, maintaining accurate risk ratings, proactively managing portfolio health, and ensuring adherence to internal policies.
You will serve as a subject matter expert, mentor team members, and drive execution in a dynamic, fast-paced environment.
Occasional travel required.
Job Responsibilities
* Lead credit analysis, financial modeling, and structuring of new transactions and portfolio management.
* Develop and communicate independent views on credit decisions to stakeholders and senior leadership.
* Oversee negotiations and legal documentation for bilateral, syndicated, and institutional loan structures.
* Assess risks and mitigants, manage renewals and amendments, and maintain credit reporting metrics.
* Ensure accurate, forward-looking risk ratings, proactively manage deteriorating credits, and maintain a strong control environment.
* Serve as an expert on structuring, credit policy, and food and agribusiness risk issues.
* Mentor and coach team members, embrace change, and contribute to organizational improvement.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree required.
* Completion of major bank credit training or equivalent experience; strong understanding of bank credit policies.
* Minimum 10 years' experience in commercial banking/lending, including credit analysis, structuring, loan documentation, and ancillary bank products.
* Superior credit, accounting, corporate finance, analytical, and financial modeling skills.
* Experience with leveraged M&A and sponsor transactions.
* Solid knowledge of loan documentation and negotiation of complex credit agreements.
* Strong interpersonal, communication, and attention to detail skills.
* Excellent organizational, analytical, and project management abilities; adept at managing multiple priorities.
* Proven ability to build collaborative relationships and foster teamwork.
* Quick learner with intellec...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:30
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III - DevOps Delivery at JPMorgan Chase within the Commercial and Investment Bank - Payment Engineering and Architecture Solutions Delivery team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Execute software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches
* Develop secure high-quality production code, and reviews and debugs code written by others
* Identify opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Lead evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Lead communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Address non-functional requirements to ensure stability, security and scalability of the API infrastructure
* Actively participate in a highly energy global agile team
* Produce architecture and design artifacts for complex applications while being accountable for the generated deliverables
* Gather, analyze, synthesize, and develop visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Contribute to software engineering communities of practice and events that explore new and emerging technologies
* Foster to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Hands-on practical experience in system design, application development, testing, and operational stability
* Familiarity with container and container orchestration such as Kubernetes, ECS and Docker
* Strong experience with Terraform and automation tooling and scripting knowledge (Bash/YAML), git-based workflows
* Proficient in coding in one or more languages i.e.
Java, JavaScript, or Python
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, A...
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Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:30
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There's nothing more exciting than being at the center of a rapidly growing field in technology and applying your skillsets to drive innovation and modernize the world's most complex and mission-critical systems.
As a Site Reliability Engineer III at JPMorgan Chase within the CCB Risk Technology, you will solve complex and broad business problems with simple and straightforward solutions.
Through code and cloud infrastructure, you will configure, maintain, monitor, and optimize applications and their associated infrastructure to independently decompose and iteratively improve on existing solutions.
You are a significant contributor to your team by sharing your knowledge of end-to-end operations, availability, reliability, and scalability of your application or platform.
Job responsibilities
* Guides and assists others in the areas of building appropriate level designs and gaining consensus from peers where appropriate
* Collaborates with other software engineers and teams to design and implement deployment approaches using automated continuous integration and continuous delivery pipelines
* Collaborates with other software engineers and teams to design, develop, test, and implement availability, reliability, scalability, and solutions in their applications
* Implements infrastructure, configuration, and network as code for the applications and platforms in your remit
* Collaborates with technical experts, key stakeholders, and team members to resolve complex problems
* Understands service level indicators and utilizes service level objectives to proactively resolve issues before they impact customers
* Supports the adoption of site reliability engineering best practices within your team
Required qualifications, capabilities, and skills
* 5+ years of experience
* Proficient in site reliability culture and principles and familiarity with how to implement site reliability within an application or platform
* Proficient in at least one programming language such as Python, Java/Spring Boot, and .Net
* Proficient knowledge of software applications and technical processes within a given technical discipline (e.g., Cloud, artificial intelligence, Android, etc.)
* Experience in observability such as white and black box monitoring, service level objective alerting, and telemetry collection using tools such as Grafana, Dynatrace, Prometheus, Datadog, Splunk, and others
* Experience with continuous integration and continuous delivery tools like Jenkins, GitLab, or Terraform
* Familiarity with container and container orchestration such as ECS, Kubernetes, and Docker
* Familiarity with troubleshooting common networking technologies and issues
* Ability to contribute to large and collaborative teams by presenting information in a logical and timely manner with compelling language and limited supervision
* Ability to proactively recognize road blocks and demonstrates intere...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:29
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Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth and asset management.
We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.
Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation.
Driven by strategic partnerships with world-class wealth and asset management firms, such as BlackRock, Fidelity, J.P.
Morgan, Raymond James, and others, we've experienced breakthrough growth over the last two years.
Today, over 390 financial advisor firms have trusted over $60 billion in assets under supervision with 55ip.
Job summary:
As an Enterprise Business Development Associate within the Enterprise Solutions team at 55ip, you will be responsible for helping financial advisors understand the value of 55ip's Tax-smart Platform while offering timely, scalable solutions.
You will play a key role in driving platform adoption in partnership with the Advisor Success and Business Development Teams.
This role provides an opportunity to demonstrate your passion for the financial technology industry, offering solutions to a diverse group of Enterprise RIA and Wealth Management clients.
A successful candidate must demonstrate their capabilities to work cross functionally both internally throughout all 55ip functions, from Product, Quantitative Research, Technology, Sales, and Service to supporting and driving financial advisors to adopt 55ip's Platform and investment solutions.
Job responsibilities:
* Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the 55ip value proposition
* Provide superior client service by being responsive, thoughtful, and making the clients' needs the focus
* Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
* Partner with Enterprise ASM (Advisor Success Manager) by being completely aligned on the objectives needed to achieve the 55ip's asset (AUM) ramping goals
* Demonstrate effective relationship management skills by focusing on timely follow-up, advisor scheduling, and lead generation
* Convey the thought leadership of our Advisor Solutions team to aid clients' understanding of the ever-changing market landscape and how they can benefit from leveraging 55ip's platform
Required qualifications, capabilities, and skills:
* Bachelor's degree at minimum
* Passion for sales and the financial markets - understanding the value of tax management
* Proven results shown through sustainable achievement in a competitive environment
* Demonstrated ability to work in a team and collaborate cross functionally
* Ability to lear...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:28
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Join a dynamic team where your analytical expertise powers innovative solutions for Consumer Deposit products.
As part of our Data & Analytics group, you'll help shape the future of retail banking through data-driven insights.
We offer significant opportunities for career growth, learning, and mobility.
Collaborate with talented professionals and leverage cutting-edge technology to make a real impact.
Be at the forefront of transforming customer and business outcomes at Chase.
As a Senior Associate in the Consumer Deposit Product Analytics team within Data & Analytics, you provide critical analytical support for checking, savings, debit, and time deposit products.
You work closely with product leaders and peers to deliver actionable insights and solutions to business challenges.
Your work blends strategy, business control analysis, and performance metric reporting, supporting end-to-end product ownership.
You help drive the team's mission to deliver timely, relevant, and compliant reporting.
Your contributions directly influence both customer experience and business success.
You will be part of a collaborative environment that values innovation and continuous improvement.
The Deposit Product Analytics team partners with cross-functional groups to address complex business needs and identify growth opportunities.
You'll take ownership of reporting processes, automate workflows, and maintain documentation for clarity and compliance.
Your role supports a diverse user base and ensures the production reporting environment runs smoothly.
This is an opportunity to build strong relationships and develop your skills in a fast-paced setting.
Job Responsibilities
* Engage with stakeholders to understand business requirements and deliver effective, data-driven solutions
* Develop and maintain SQL queries and Tableau dashboards, owning the reporting process from design to deployment
* Expand ad-hoc reporting capabilities to support a diverse user base with timely insights
* Organize, label, and document all reporting components for clarity and ease of use
* Automate reporting workflows and maintain documentation using Bitbucket for version control and collaboration
* Identify opportunities for business growth and present actionable recommendations to senior leadership
* Partner with cross-functional teams to provide tailored analyses and insights for specific business challenges
* Maintain and support the team's production reporting environment by responding to stakeholder inquiries, resolving issues, and implementing process improvements
* Uphold compliance with established controls and regulatory standards in all analytics and reporting activities
Required Qualifications, Capabilities, and Skills
* Confident oral and written presentation skills for engaging with Senior Management
* Demonstrate ability to develop solutions to highly complex and diverse problems
* Three years in a similar role ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:27
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Become an integral part of the Consumer Retail team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Consumer Retail, 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 of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* 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 department documents, including 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
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion 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 qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
JPMorganChase, one of the oldest financial institutions, offers inn...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:26
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Our Financial and Business Management role offers the opportunity to drive strategic initiatives and financial planning for organizational growth.
Join us to leverage analytical skills and business acumen in a dynamic environment, contributing to impactful decision-making and operational excellence.
As a Business Finance Manager within our regional team, you will have the exciting opportunity to support our regional agenda and local markets.
You will work closely with our local team in Plano, TX, as well as regional and local market teams across the Americas.
Your role will involve frequent interaction with management and front office advisors in a fast-paced team environment, and you will be accountable for broader regional projects.
This role provides a unique opportunity to serve within four main channels: Strategic Planning, Finance Management, Sales Management, and Project Management.
Job Responsibilities:
* Partner with regional Chief Finance Officers and Market Manager(s) to develop strategic market plans
* Develop and present strategic insights about the market and align with market goals and objectives to priorities and initiatives
* Act as a thought partner to Market Mangers on key business decision
* Conduct analyses from financials to understand business goals to identify opportunities to improve business results
* Participate in the month-end close process with the broader WM finance team and research and resolve data issues
* Partner with regional Chief Finance Officers to prepare for business reviews with senior management
* Run disciplined expense management and markets
* Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders
* Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.
Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards
* Work with Market Managers to assess talent, using data analytics and metric and develop and maintain robust sales management processes for Market Manager
* Run ongoing enhancements and modifications to internal sales management processes
Required qualifications, capabilities, and skills:
* Bachelor's degree in Business Administration, Finance/Accounting, or Engineering
* Intermediate to advanced level ability expected in MS Office (Excel, Access, PowerPoint, Pivot Tables, Nesting formulas)
* Exceptional analytical skills with ability to synthesize data to make acute business decisions, attention to detail is a must with continuous focus on design excellence
* Proven experience delivering timely, high quality presentations and/or reporting for various projects with competing priorities
* Demonstrated ability in dealing with different stakeholder groups and driving the agenda/plan/change manag...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:24
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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 Investment Associate in J.P.
Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors.
Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness.
You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships.
Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements.
You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 120 days condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
Th...
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Type: Permanent Location: Fountain Hills, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:24
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Orange, US-CT
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:22
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The JP Morgan Private Bank Client Center Team leads the operation of the firm's Client Centers around the world.
Our Client Centers allow our banking teams to welcome their clients and conduct business in a sophisticated and secure environment.
We are responsible for ensuring that guests and visitors have a first class experience from the time they enter to the time they leave.
As a Client Center Analyst in the Private Bank you will assist in leading the day-to-day operations of the Client Center.
You will work in a complex, team-oriented, and fast-paced environment with bankers, product partners, and operations teams.
Your role will involve managing the Client Center reservation books, overseeing daily meetings and events, implementing and developing protocols, liaising with catering partners and staff, managing financials, and assisting in project analysis and the opening of new satellite Client Centers.
Job responsibilities
* Manage Client Center reservation books, including reporting and metrics
* Oversee daily meetings and events at the Client Center
* Develop, implement, and follow protocols for client meetings, including security and catering
* Coordinate with catering partners and back-of-house staff; lead weekly BEO meetings
* Survey client experience and recommend solutions based on feedback
* Manage financials to ensure annual budget compliance
* Support project analysis, new satellite Client Center openings, and handle administrative tasks such as invoice processing, vendor scheduling, and supply orders
Required qualifications, capabilities, and skills
* Bachelor's degree required
* 1+ years of hospitality, event management, marketing/press relations, non-profit, or facilities management experience
* Excellent time management and written/ verbal communication skills
* Proficiency in Excel, PowerPoint and Word
* Ability to work flexible hours and meet deadlines
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small 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, awa...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:20
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Saint Francis, US-WI
Salary / Rate: Not Specified
Posted: 2025-10-22 09:00:18
