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Join our dynamic team to revolutionize how technology intersects with business.
Your analytical skills and tech-savviness will be pivotal in creating impactful solutions.
As a Solutions Analyst III in Corporate Oversight & Governance Tech team, you will aid in bridging the gap between product owners, business, operations, and software developers by leveraging your technical fluency and strong analytical reasoning skills.
Your responsibilities will include eliciting and documenting business and data flow requirements, translating them into well-structured and technically feasible solutions.
Your adaptability and ability to lead through change will enable you to navigate complex situations and manage dependencies effectively.
With a strong foundation in data analytics and technical solutions, you will contribute to the development of innovative architecture designs and data-driven insights that guide business decisions.
Your excellent communication skills, both verbal and written, will ensure clear and concise information exchange with diverse stakeholder audiences, fostering collaboration and alignment across departments.
Job responsibilities
* Elicit and document comprehensive business and data flow requirements by engaging with product owners, business stakeholders, and technical teams to ensure alignment and feasibility
* Translate complex business requirements into well-structured technical solutions, leveraging data analytics and technical knowledge to optimize system performance and scalability
* Conduct in-depth data analysis and interpretation to identify trends, gaps, and opportunities, providing actionable insights that support decision-making and key business initiatives
* Collaborate with cross-functional teams to develop and maintain architecture designs, policies, standards, and governance processes that align technology with business strategy
* Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of best practices and innovative solutions to address evolving business needs
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in solutions analysis, technical program delivery, or a related field
* Strong experience in business analysis and have worked in the Agile framework
* Demonstrated proficiency in data analytics, including experience with data extraction, modeling, and interpretation to support strategic decision-making
* Advanced data visualization capabilities, with hands-on experience in implementing and managing BI dashboards
* Strong technical writing skills, with a proven track record of translating complex information into clear and concise documentation for diverse stakeholder audiences
* Candidate must have subject matter expertise in Regulatory, Trade surveillance platforms and capital markets
* Candidate should advocate and develop new methodologies for sup...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:20
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The Corporate & Investment Bank Treasury (CIB) is a critical function within CIB Finance and Business Management.
It is responsible for managing the liquidity and capital positions of the investment banking businesses, establishing transparent and market-based funds transfer pricing policy, and developing methodologies and metrics to improve the collateral and liquidity risk management capabilities of the Corporate and Investment bank.
CIB Treasury interacts heavily with Corporate Treasury in developing consolidated liquidity risk metrics and coordinating analysis and reporting for regulators and rating agencies on related topics.
Finally, CIB Treasury is responsible for ongoing liquidity risk management of the CIB's U.S.
broker-dealers.
As a Sr.
Associate in the Treasury space you will support an array of initiatives related to CIBT funds transfer pricing (FTP) and analytics team.
You should be skilled at developing clear presentations, taking ownership over projects and proactively moving them forward, feel comfortable operating in a fast-paced and dynamic environment, and have a keen interest in capital markets, liquidity risk management and funding.
Job Responsibilities:
* Manage the daily & monthly FTP calculations, reporting and analytics
* Partner with CIBT teams relating to FTP policy, CIB funding and P&L results
* Provide ad hoc support of strategic initiatives within the team including: enhancing FTP framework, continued development of the strategic funding engine.
* Create reporting to help build strategic MIS for the CIB's funding profile and pnl, FTP by LOB analysis, control reports and other ad hoc analysis allowing management to make decisions regarding the CIB's utilization of liquidity, balance sheet and capital.
* Work with CIBT technology to implement strategic solutions for automating current manual transfer pricing processes as well as reporting requirements.
* Perform Deep-Dive analysis to better understand current recurring adjustments and impacts to CIB Sub Lines of Business resulting from changes in processing methodology
Required Qualifications, Skills and Capabilities:
* B.A./B.S.
in Finance or related field
* 5+ Year of Relevant Experience
* Working knowledge of Investment Bank products, along with financial theory and accounting principles
* Strong analytical, investigative problem-solving, and decision making skills
* Established track record of delivery multiple deliverables in a complex environment
* Focused work ethic, good business sense, and demonstrated initiative
* Flexibility and capability of engaging various functions, locations, and businesses
* Excellent working knowledge of Excel and PowerPoint (including PitchPro)
* Strong attention to detail
* Strong interpersonal and relationship building skills
* Clear and concise written and verbal communication abilities, along with the ability to tailor a message to various ...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:18
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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
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:17
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Join us today as we are looking for Vice President to support the Impact and GPTM Subledger Fixed Income Trading System for the North America and Asia Activity.
As a Vice President on the Strategic Finance Program Management unit in the Strategic Accounting Infrastructure and Control (SAIC) team, you will partner with various stakeholder across multiple regions to deliver project objectives throughout multiple phases including requirements documentation, functional analysis, and testing.
You will have opportunities to leverage your product knowledge, problem solving ability, and accounting expertise to partner with finance, tech, ops for the project ranges from production uplifts / remediations, Industry / Line of Business (LOB) initiatives.
You must be a self-starter who is able to work in a fast paced, results driven environment.
Job Responsibilities:
* Provide and document detailed accounting requirements for finance organization adhering to US and local General Accepted Accounting Principles (GAAP)
* Liaise with controllers organization to document requirements and pain points to include in design accounting architecture design, work closely with operations support areas to ensure requirements align and met between both organizations
* Work closely with technology developing logic to meet finance requirements
* Ensure strategic infrastructure design meets Finance Principles and Big Rules established
* Analyze controls to ensure the strategic infrastructure operates within a solid control environment- including identifying any opportunities for process and control improvements
* Write and execute User Acceptance Testing (UAT) test cases; participate in End To End (E2E), production parallel and conversion testing
* Liaise with PMO and assist with overall governance/ communicate updates to finance stakeholders and engage for review and design decision throughout the project lifecycle.
Required qualifications, capabilities, and skills:
* 6+ years finance experience; must have Fixed Income experience.
* Understanding of general ledger and accounting functions and processes
* Strong working knowledge of MS Excel (Pivot tables, v-lookups).
PowerPoint and Word
* Strong analytical and problem-solving skills including root cause analysis and ability to provide solutions
* Strong written and verbal communication skills; strong presentation skills
Preferred qualifications, capabilities, and skills:
* Preferred experience as controller or accounting/general ledger support function.
* Attention to detail and ability to work independently
* Organized and self-motivated
* Strong multitasking and prioritizing skills
NOTE: This position is not eligible for sponsorship.
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 g...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:16
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We are seeking an experienced Associate to join our industry leading M&A team.
As an Associate in M&A you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* 3 years prior work experience in an investment banking front office role
* Minimum Bachelor's degree from a top tier educational institution
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
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 a...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:15
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Company
Federal Reserve Bank of Dallas
We are dedicated to serving the public by promoting a strong financial system and a healthy economy for all.
These efforts take a team of dedicated individuals doing many different jobs.
Together we’re creating a workplace where talented people can thrive, and we welcome your unique background and perspective to help present the best possible solutions for our partners.
Location: #LI-Hybrid
ABOUT THE DALLAS FED:
At the Dallas Fed we serve the public by partnering with communities and businesses, promoting jobs and stable prices, and keeping your money safe and available.
We welcome different perspectives, ideas, and experiences.
As part of the nation’s central bank, we are committed to improving the economy and our communities.
Are you ready to make a difference?
Learn more about the Dallas Fed: www.dallasfed.org/fed.
ABOUT THE INTERNSHIP PROGRAM:
We offer paid, full-time summer internships for many majors, with fulfilling work and opportunities to grow.
To help launch your career, we provide dedicated staff mentors.
You’ll also learn from senior leaders and industry experts.
As part of the Federal Reserve System, you’ll be connected to a professional network that spans the nation.
You will begin in early June 2025 and will be based in the El Paso office.
Learn more about our internship program: www.dallasfed.org/internships.
ABOUT YOUR TEAM:
Community Engagement and Development at the Dallas Fed focuses on building relationships with businesses and communities across the Eleventh District.
These relationships are essential to the Dallas Fed remaining informed and connected with the communities we serve. We utilize a variety of avenues to share the thought leadership of the Dallas Fed with business and community leaders, including roundtable discussions, business leader calls, surveys and seminars/conferences.
Our audiences may use the insight we share to make decisions that foster a growing, inclusive economy.
We learn from our communities by listening to their needs and understanding the state of their local economies and we share those insights inside the Bank to support policy.
Some areas of focus include changing labor conditions, prices and wages, inflation, technology and innovation. You will join a dynamic and passionate team with representation across all four of the Dallas Fed’s offices (Dallas, Houston, San Antonio and El Paso).
WHAT YOU’LL DO:
* Join outreach practitioners on the team to gather real time data and anecdotes from community leaders.
Analyze and report on these engagements.
* Create and deliver presentation related to your outreach work.
* Gather and analyze constituent information to identify areas of opportunity.
Share new and innovative ideas on how to strengthen engagement with business and community leaders.
* Support signature Dallas Fed outreach programs and events through audience identification and engagement, plan...
....Read more...
Type: Permanent Location: El Paso, US-TX
Salary / Rate: 22.5
Posted: 2025-02-05 07:42:12
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Company
Federal Reserve Bank of Dallas
We are dedicated to serving the public by promoting a strong financial system and a healthy economy for all.
These efforts take a team of dedicated individuals doing many different jobs.
Together we’re creating a workplace where talented people can thrive, and we welcome your unique background and perspective to help present the best possible solutions for our partners.
Location: #LI-Hybrid
ABOUT THE DALLAS FED:
At the Dallas Fed we serve the public by partnering with communities and businesses, promoting jobs and stable prices, and keeping your money safe and available.
We welcome different perspectives, ideas, and experiences.
As part of the nation’s central bank, we are committed to improving the economy and our communities.
Are you ready to make a difference?
Learn more about the Dallas Fed: www.dallasfed.org/fed.
ABOUT THE INTERNSHIP PROGRAM:
We offer paid, full-time summer internships for many majors, with fulfilling work and opportunities to grow.
To help launch your career, we provide dedicated staff mentors.
You’ll also learn from senior leaders and industry experts.
As part of the Federal Reserve System, you’ll be connected to a professional network that spans the nation.
You will begin in early June 2025 and will be based in the Dallas office.
Learn more about our internship program: www.dallasfed.org/internships.
ABOUT YOUR TEAM:
Community Engagement and Development at the Dallas Fed focuses on building relationships with businesses and communities across the Eleventh District.
These relationships are essential to the Dallas Fed remaining informed and connected with the communities we serve. We utilize a variety of avenues to share the thought leadership of the Dallas Fed with business and community leaders, including roundtable discussions, business leader calls, surveys and seminars/conferences.
Our audiences may use the insight we share to make decisions that foster a growing, inclusive economy.
We learn from our communities by listening to their needs and understanding the state of their local economies and we share those insights inside the Bank to support policy.
Some areas of focus include changing labor conditions, prices and wages, inflation, technology and innovation. You will join a dynamic and passionate team with representation across all four of the Dallas Fed’s offices (Dallas, Houston, San Antonio and El Paso).
WHAT YOU’LL DO:
* Join outreach practitioners on the team to gather real time data and anecdotes from community leaders.
Analyze and report on these engagements.
* Create and deliver presentation related to your outreach work.
* Gather and analyze constituent information to identify areas of opportunity.
Share new and innovative ideas on how to strengthen engagement with business and community leaders.
* Support signature Dallas Fed outreach programs and events through audience identification and engagement, plann...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: 22.5
Posted: 2025-02-05 07:42:12
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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 AI Governance & Integration Lead within the Data Analytics and Intelligent Automation team, you will be responsible for overseeing the integration of AI models into production environments, ensuring that they are scalable, reliable, and user-friendly.
Additionally, you will ensure that each project follows the Risk Management & Compliance (RM&C) AI/ML Lifecycle, with agreed roles and responsibilities across technology teams and business units.
Job Responsibilities
* Develop and implement strategies for integrating AI models into existing and new applications, while ensuring that integration processes align with business goals and technical requirements.
* Work closely with data scientists to understand the models being developed and application development team to understand functionality to drive operational testing and validation.
* Collaborate with software engineers, product managers, data science and other stakeholder teams to ensure seamless integration of AI solutions.
* Oversee the technical aspects of AI model deployment, including API development, microservices architecture, and cloud infrastructure.
Monitor and troubleshoot issues related to model integration and deployment.
* Possess a strong project management mindset to ensure that each project follows the defined lifecycle, with agreed roles and responsibilities across technology teams and business units.
Stay updated with the latest advancements in AI and integration technologies.
* Propose and implement improvements to integration and governance processes and tools.
* Guide training and resources to employees on AI governance, ethical considerations, and best practices through fostering a culture of continuous learning and improvement.
* Execute governance frameworks and processes to ensure effective oversight of the LLM lifecycle.
* Produce reporting and MIS for program governance forums, senior management and wider stakeholder groups.
Required qualifications, capabilities, and skills
* Bachelor's or Master's degree in Computer Science, Software Engineering, or a related field
* Proven experience in integrating AI models into production environments
* Strong background in software engineering and development lifecycle
* Experience with cloud platforms such as AWS, Azure and programming languages such as Python
* Experience with RESTful APIs, and microservices architecture
* Understanding of m...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:11
-
Company
Federal Reserve Bank of Dallas
We are dedicated to serving the public by promoting a strong financial system and a healthy economy for all.
These efforts take a team of dedicated individuals doing many different jobs.
Together we’re creating a workplace where talented people can thrive, and we welcome your unique background and perspective to help present the best possible solutions for our partners.
Location: #LI-Hybrid
ABOUT THE DALLAS FED:
At the Dallas Fed we serve the public by partnering with communities and businesses, promoting jobs and stable prices, and keeping your money safe and available.
We welcome different perspectives, ideas, and experiences.
As part of the nation’s central bank, we are committed to improving the economy and our communities.
Are you ready to make a difference?
Learn more about the Dallas Fed: www.dallasfed.org/fed.
ABOUT THE INTERNSHIP PROGRAM:
We offer paid, full-time summer internships for many majors, with fulfilling work and opportunities to grow.
To help launch your career, we provide dedicated staff mentors.
You’ll also learn from senior leaders and industry experts.
As part of the Federal Reserve System, you’ll be connected to a professional network that spans the nation.
You will begin in early June 2025 and will be based in the Dallas or Houston office.
Learn more about our internship program: www.dallasfed.org/internships.
ABOUT YOUR TEAM:
The Bank’s district Cash Department manages a full-service Cash operation in the Dallas, El Paso, and Houston offices, which service depository institutions (DIs) throughout the district and some institutions in Oklahoma and Louisiana, which are a part of neighboring districts.
WHAT YOU’LL DO:
* Work with Cash officers on District/System Cash Strategies, assisting/leading creating charters/project plans.
* Work with all three District Cash offices along with interactions with RES and FedCash Services to assist on multiple projects; NextGen program
* Dallas office future space design for machine deliveries
* Houston office readiness for NextGen machine deliveries
* Help coordinate Dallas Cash activities with Real Estate Services to install a New Shred System during the summer of 2025
* Coordinating Dallas Cash project activities for the design of new Cash Department entry, breakroom and bathrooms
* Helping develop/mature key artifacts (such as District Cash charter, SLA’s, etc.) for our newly created Program Management group
WHAT YOU BRING:
* Undergraduate student with an interest in Program or Project Management
* Strong writing and verbal communication skills
* Ability to work in a team setting
* Equivalent education and/or experience may be substituted for any of the above requirements
OUR BENEFITS:
* Flexible hours
* Professional development opportunities
* Broader networking...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: 20
Posted: 2025-02-05 07:42:10
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Be at the forefront of client relations and commission management in a dynamic and client-facing role that supports our Global Equities business.
Your expertise will help shape the future of our client engagement strategies.
As a key member of the Client Relation Management function, you will play a crucial role in managing US Soft$/CCA business, ensuring compliance with SEC 28e Safe Harbor requirements, and fostering strong client relationships.
Your work will directly impact our ability to service both US and Canadian clients across global products.
Job responsibilities:
* Lead US Commission Management sales efforts as part of the Client Relation Management function, supporting the Global Equities business.
* Manage the US Soft$/CCA business, ensuring compliance with SEC 28e Safe Harbor requirements for US and Canadian clients.
* Collaborate with business and client coverage teams to identify opportunities and oversee the onboarding process for new CSA accounts.
* Partner with sales trading, research sales, and prime businesses to promote the CSA business through education and tools.
* Ensure governance and compliance with regulatory requirements, overseeing operational support functions and account management.
* Serve as the point of contact for CSA-related escalations, identifying and mitigating risks, and escalating issues to senior management as needed.
* Engage with internal stakeholders across sales, trading, operations, legal, and compliance, leveraging strong communication skills.
* Maintain client relationships and engagement, ensuring responsiveness to changes and feedback while prioritizing key accounts.
* Develop external relationships with Third Party Aggregators to support business engagement.
* Collaborate with the broader CRM group on account profitability reviews, research payment management, and client strategy.
* Stay informed on regulatory changes and industry approaches related to commission management in the US.
* Liaise with desk heads for business reviews, deficit management, and commission rate approvals.
Required qualifications, capabilities, and skills:
* Ideally, experience in commission management.
* Self-starter with resourcefulness and strong communication skills.
* Strong relationship-building skills and client networking abilities.
* Commercial acumen and a control mindset.
* Effective time management and prioritization skills.
Preferred qualifications, capabilities, and skills:
* Familiarity with regulatory regime changes and industry approaches.
* Ability to work collaboratively across multiple functions and regions.
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:10
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, Skills
* Three plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, Skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:09
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Join JPMorgan Chase & Co., a global leader in financial services, as a dynamic Associate in our Markets division.
Shape the future of our Client Relationship Management (CRM) platform by contributing to the success of our Sales and Research teams.
The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions with their money.
Teams enable innovation while adhering to the firm's data sharing principles of security, customer control and convenience, and privacy.
Job summary:
As a Product Manager within our Digital team, you will focus on driving engagement of our cutting-edge CRM platform tailored for Sales and Research and contributing to the advancement of the product.
Drive user engagement and product innovation, connect with users and stakeholders to ensure adoption, map feedback to product enhancements and pre-empt key features to develop to further advance the product.
In addition to owning a marketing and adoption plan for CRM, the incumbent will also partner with our data strategy team to deliver timely and relevant information to Sales, which will further drive personalization of client service.
Job responsibilities:
* Ensure product adoption and value realization.
* be accountable for product adoption targets and regular user engagement
* Collaborate with internal stakeholders to gather requirements and prioritize features and act as the liaison between business units and technology teams.
* Incorporate user feedback and industry best practices into design enhancements.
* Leverage data analytics to drive engagement, product decisions and measure success.
* Implement features that enhance data-driven insights for Sales and Research.
* Proactively identify and mitigate risks associated with the platform.
* Evangelize and articulate a clear product vision and strategy for the CRM platform and align platform capabilities with Sales and Research needs.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Business, Finance, Technology, or related field
* Good understanding of CRM systems and their application in Markets Sales and Research environments.
* Excellent leadership, communication, and interpersonal skills.
* Ability to manage multiple priorities in a fast-paced, dynamic environment.
* Proficiency in data analysis and familiarity with relevant tools and technologies.
Preferred qualifications, capabilities, and skills:
Proven interest in developing Digital Solutions and Products, preferably within Markets
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 a...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:08
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Aumni's mission is to empower leaders in the private capital markets to make the smartest investment decisions with the best data and analytics solutions.
We use the latest technology to discover, analyze, and deliver investment insights that were once buried in unstructured documents.
Recently acquired by JPMorgan, Aumni is able to leverage the scale and resources of the broader firm, while still operating at the speed and excitement of a start-up.
Job Summary
As an SDR within the Aumni venture sales team, you'll be engaging with General Partners, CFOs, COOs, General Counsels, and investment teams at venture capital firms to understand their portfolio operations.
You'll lead outbound campaigns to develop and execute prospecting & outreach strategies that will help initiate relationships with potential Aumni customers.
Outbounding involves designing innovative & unique approaches to build interest among the largest VCs in the world.
Job Responsibilities
* Prospect for potential Aumni customers in the VC ecosystem
* Develop and implement outbound outbound campaigns to General Partners, CFOs, COOs, General Counsels, and investment teams at venture capital firms
* Craft highly personalized outreach initiatives that align with your prospect's potential needs
* Maintain Aumni's CRM with relevant account and campaign data
* Help Account Executives manage and nurture a pipeline of qualified opportunities
Required qualifications, capabilities and skills:
* Demonstrated problem-solving ability in prior role in startup/tech, investing, or consulting role
* Comfortable communicating with decision makers (c-suite, partner-level, etc.)
* Clear, concise communication skills
* Creative and ambitious mindset, and interest in being an early contributor and team player in an expanding sales organization
* Deep intellectual curiosity and motivation to improve the state of private capital markets
* Competitive and driven to achieve goals
* Enjoy working in a fast-paced, demanding, and high-pressure environment
* Experience in using CRM systems & prospecting software (i.e.
Salesforce, Outreach.io)
* Proven success in a lead generation role at a B2B SaaS organization
* Creative and ambitious mindset, and interest in a career in sales
* Articulate, well-spoken, and a quick learner
Preferred qualifications, capabilities and skills:
* Experience working in a B2B SaaS organization
* A background in financial, legal, or accounting services, more so if within the context of the venture capital industry
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 bankin...
....Read more...
Type: Permanent Location: Cottonwood Heights, US-UT
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:07
-
A unique opportunity to join the ATS team in New York, where your main focus will be on the dynamic world of Credit markets.
Job summary
As a Vice President in the Automated Trading Strategies team, you will be primarily focusing on Credit (corporate bonds) markets.
The Automated Trading Strategies (ATS) group is responsible for systematic trading across FX, Rates, Commodities, and Credit markets, designing and implementing automated pricing, risk management and hedging, and order execution strategies.
You will work closely with other internal parties (voice trading desks, sales, product, and technology) to understand the needs of clients and advance JPMorgan's market-leading electronic services.
You must be responsible, independent, driven, and able to work in smooth collaboration with the wider team.
The environment is fast-paced and challenging.
The group is globally distributed so you must have clear written and verbal communication is required.
You are also expected to cover a wide range of responsibilities - spanning trading, quantitative research, and technology-and some on call time will be expected.
Job Responsibilities
* Analyze of data to identify patterns and revenue opportunities
* Conduct back testing and assessing pricing, risk management and execution strategies
* Expand the group's library of modelling, analytics, and automation tools
* Review trading performance and making data driven decisions
* Maintain and improve trading software systems and tools
* Resolve day-to-day trading issues
Required qualifications, capabilities, and skills
* 5+ years experience in Commodities Quantitative Trading or similar roles.
* You have degree in computer science, math, physics, engineering, or other quantitative fields
* You have relevant full-time experience
* You demonstrate strong programming skills in C++/Java or other object-oriented languages
* You demonstrate good knowledge of statistics and machine learning
* You have attention to detail, adaptable, driven and collaborative
* You demonstrate interest in markets and systematic trading
Preferred qualifications, capabilities, and skills
* Ability to understand and map data flows across applications and data sources
* Prior experience in Credit or Rates markets (cash or swaps)
* Knowledge of order types, L2 market data, and central limit order books
* Experience with KDB+/q
J.P.
Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors.
Our first-class business in a first-class way approach to serving clients drives everything we do.
We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked t...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:05
-
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: Windermere, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:03
-
Join our dynamic team where you play a crucial role in supporting sales, coordinating projects, and analyzing data to deliver impactful solutions.
Collaborate closely with cross-functional teams to make a meaningful impact and drive success in an iconic organization.
As a Product Solutions Associate in Healthcare Payments, you are responsible for supporting the sales cycle and contributing to the discovery of potential solutions to clients' needs in collaboration with our Sales, Product Development, and Technical Client teams.
Job responsibilities
* Supports team members to ensure deliverables meet customer requirements and provide value
* Participates in strategic initiatives and coordinates on projects that contribute to the definition and configuration of our product offerings and capabilities
* Coordinates with the team to understand and assess current state, data capabilities, and the delivery of strategic solutions
* Aggregates the data needed to support the construction of pricing proposals and value analysis reports
* Own the full sales cycle from demo, proposal, to close; this is a new business focused sales role,
* Identify and meet key decision-makers for prospective accounts and introduce best practices associated with use of InstaMed
* Demonstrate a consultative approach to the sale by identifying the prospect's challenges and prescribing the right solution
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise leveraging problem-solving skills on a team within a cluster of products
* Experience aggregating data to support analysis and report building
* Demonstrated prior experience working in a highly matrixed and complex organization
* Proficiency in Microsoft Word, Excel, and PowerPoint
* Understanding of basic analytics tools
* Excellent people skills and proven ability to foster strong relationships
Preferred qualifications, capabilities, and skills
* 2+ years of experience in a sales, sales development or a client relationship role
* FinTech or Healthcare technology experience a plus
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 r...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:03
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Ponte Vedra Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:02
-
Already have a background in learning & development? Join the Commercial & Investment Bank Learning Team!
As a Learning Senior Specialist in Commercial & Investment Bank (CIB) team, you will provide best-in-class training to support the business priorities and to attract and retain top talent in the industry.
Our training programs are distinguished by extensive business engagement with CIB professionals actively involved in training design and instruction on a global basis.
You will partner closely with the business, Human Resource Business Partners and Specialists to support training and development programs for professionals.
Job Responsibilities
* Provide end-to-end project management and coordination of numerous aspects of our Investment Banking and Markets training programs, including classroom, virtual or on demand offerings
* Manage nomination/participant lists, send communications, produce training materials, reserve conference rooms and manage set-up, arrange audio/visual, order catering, etc.
* Serve as logistical point of contact for individuals attending programs
* Assist in scheduling of internal speakers/subject matter experts and/or vendors and collect presentations for programs
* Ensure accuracy and organization of data in Learning app (the Learning Management System), training calendars, shared drives, and intranet sites
* Create learning surveys, as well as other ad-hoc reports when needed
* Manage budget, create purchasing orders, allocate invoices to appropriate cost centers and track in spreadsheet for each of the businesses
* Assist with special projects
Required Qualifications, Capabilities, and Skills
* Bachelors' degree required or 1+ years of relevant learning and development, program and / or project management experience
* Meticulous attention to detail and excellent organizational skills
* Ability to effectively prioritize and manage multiple projects simultaneously
* Superior teamwork skills and willingness to seamlessly back-up team members on the fly
* Self-motivated with the ability to work independently to meet deadlines and produce quality results
* Strong written and oral communication skills
* Flexibility in work hours when required by training programs
* Driven, enthusiastic and positive \"can-do\" attitude
* Proficiency in Microsoft Office applications
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 s...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-05 07:42:01
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Covington, US-LA
Salary / Rate: Not Specified
Posted: 2025-02-05 07:41:59
-
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: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-02-05 07:41:58
-
DESCRIPTION:
Duties: Participate in planning sessions with project managers, business analysts, and team members to analyze business requirements and outline the proposed IT solution to develop software applications.
Participate in design reviews and provide input for design recommendations.
Incorporate security requirements into design, and provide input to information and data flow for software application development.
Understand and comply with Project Life Cycle Methodology in all planning steps and adhere to IT Control Policies throughout design, development, and testing.
Incorporate Corporate Architectural Standards into application design specifications, document the detailed application specifications, and translate technical requirements into programmed application modules.
Develop and enhance software application modules.
Participate in programming reviews and ensure that all solutions are aligned with pre-defined architectural specifications.
Identify and troubleshoot application programming-related issues and review and provide feedback on the final user documentation.
Work with the test team to ensure the testing results correspond to the business expectations.
Assist in project planning and tracking activities, and production support triaging activities.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Computer Science or related field of study plus 1 years of experience in the job offered or as Software Engineer, Software Developer, or related occupation.
The employer will alternatively accept a Bachelor's degree in Computer Science or related field of study plus 3 years of experience in the job offered or as Software Engineer, Software Developer, or related occupation.
Skills Required: Requires experience in the following: Object-Oriented Programming; Microsoft .NET / C# (or other .NET language);SQL Server 2005/2008; General Database Design; T-SQL; Stored Procedures; N-Unit; Microsoft Unit Test Framework; .NET API; RESTful service; angularJS; Typescript; Elasticsearch; HTML 5; CSS; MVC; MVVM; SOA pattern exposure; Source Control (Git); Swagger; YAML; Bash; and PowerShell.
Job Location: 3424 Peachtree Road NE, Atlanta, GA 30326
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 individu...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-02-05 07:41:56
-
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: Wantagh, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-05 07:41:55
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients.
You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required Qualifications, Capabilities and Skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
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 ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-05 07:41:53
-
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: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-02-05 07:41:52
-
Take on a crucial role where you'll be a key part of a high-performing team delivering secure software solutions.
Make a real impact as you help shape the future of software security at one of the world's largest and most influential companies.
As a Lead Security Engineer at JPMorgan Chase within the Cyber Technology & Controls Network Security team, you are an integral part of team that works to deliver software solutions that satisfy pre-defined functional and user requirements with the added dimension of preventing misuse, circumvention, and malicious behavior.
As a core technical contributor, you are responsible for carrying out critical technology solutions with tamper-proof, audit defensible methods across multiple technical areas within various business functions.
Job responsibilities
* Executes creative security solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches to build solutions and break down technical problems
* Acquire knowledge with services include load-balancing, web application firewall, distributed-denial of service, SSL/TLS, HTTP(S) and other Internet services and protocols.
* Develops secure and high-quality production code and reviews and debugs code written by others
* Minimizes security vulnerabilities by following industry insights and governmental regulations to continuously evolve security protocols, including creating processes to determine the effectiveness of current controls
* Works with stakeholders and business leaders to understand security needs and recommend business modifications during periods of vulnerability
* Conducts discovery, vulnerability, penetration testing, and threat scenarios on multiple organizational assets to identify and assess if vulnerabilities are present, and executes threat modeling for multiple applications including external applications interacting with the internal JPMorgan Chase network
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on security design concepts and 5+ years applied experience.
* Skilled in planning, designing, and implementing enterprise level security solutions
* Advanced in one or more programming languages - Java or C#.
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Experience with threat modeling, discovery, vulnerability, and penetration testing
* In-depth knowledge of the financial services industry and their IT systems
Preferred qualifications, capabilities, and skills
* Experience effectively communicating with senior business leaders
* Experience building scalable and highly available applications.
* Experience working with public cloud, preferably AWS
JPMorganChase, ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-05 07:41:52
