-
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice.
You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines.
With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
Job responsibilities
* Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
* Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
* Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services.
This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
* Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
* Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
* Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
* Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
* Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
* Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
Required qualifications, capabilities, and skills
* Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
* Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
* Maintain a high-net-worth referral network to...
....Read more...
Type: Permanent Location: Del Mar, US-CA
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:19
-
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice.
You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines.
With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
Job responsibilities
* Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
* Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
* Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services.
This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
* Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
* Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
* Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
* Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
* Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
* Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
Required qualifications, capabilities, and skills
* Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
* Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
* Maintain a high-net-worth referral network to d...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:19
-
Are you ready to make a significant impact in the world of trading services? At JPMorganChase, we offer an exciting opportunity for career growth and development as a Trading Services Manager.
Join us to leverage your skills in automation and data analysis and be part of a team that values innovation and continuous improvement.
As a Trading Services Manager within JPMorganChase, you will be a key player in our team, leveraging your deep knowledge of trade activities and market products to ensure seamless order execution and settlement.
Your role will involve managing a diverse team, interpreting customer needs, and identifying trends to generate innovative solutions.
You will be responsible for end-to-end trade processing control, monitoring asset and cash levels, and driving continuous improvement in our operating platform.
Your advanced understanding of automation technologies and data literacy will be crucial in optimizing our systems and making data-driven decisions.
As a recognized expert in your field, you will use your strong presentation skills and influence to communicate insights, manage internal stakeholders, and lead your team through change.
Your work will have a wide-ranging impact on our operations, financial management, and service delivery, contributing to the overall success of our firm.
Job responsibilities
* Oversee the end-to-end trade processing control, ensuring accurate order entry, trade execution, and settlement in line with operational policies and precedents within the payment space.
* Utilize advanced knowledge of market products to monitor and manage asset and cash levels, identifying trends and potential risks.
* Implement automation technologies and data analysis techniques to optimize trading systems, enhance efficiency, and inform strategic decisions.
* Lead and manage a diverse team, fostering a culture of continuous improvement and innovation in our trading services.
* Engage with internal stakeholders, leveraging strong presentation skills to communicate insights, drive change, and align operations with the firm's strategic objectives.
* Perform, design and implement key controls across the trade lifecycle process.
* Liaison with global partners and stakeholders to resolve and mitigate reconciliation issues related to the Prime Brokerage product range.
* Ensure that all work items are completed as per the agreed timeline.
Required qualifications, capabilities, and skills
* 7+ years of experience or equivalent expertise in trading services, specifically in order execution, trade execution, and settlement.
* Demonstrated advanced skills in using automation technologies to optimize trading systems and processes.
* Advanced knowledge of market products, including their definitions, operating procedures, and relevant industry regulations.
* Proven ability to lead and manage a diverse team, with a focus on fostering continuous improvement and innova...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:18
-
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: Provo, US-UT
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:17
-
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: Draper, US-UT
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:17
-
If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Not-for-Profit Business Solutions Banker is for you.
As a Not-for-Profit (NFP) Business Solutions Banker in Business Banking, you will be helping to improve the lives of our NFP clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of NFP clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking NFP clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 250 high-value NFP clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General knowledge of co...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:16
-
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate within the Branch Network - Client Central team, you'll contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
You will also support the team by effectively balancing ample knowledge of business needs and technology systems in order to create innovative strategies to support the many sales behavior and process changes related to the branch operating model and Customer Relationship Management.
This individual will be responsible for coordinating delivery dates for initiatives, level-setting expectations of the cross-functional teams, developing strategies with stakeholders, and prioritizing several initiatives with competing priorities that will have profound impacts to the 40,000+ branch employees and ultimately our customer base.
This role requires flexibility, excellent organizational skills, strong attention to detail, team building, and an ability to identify and articulate banker behaviors and relationship process use cases.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
* Drive the vision of the Client Central to support relationship management behaviors in our branches.
* Work closely with the Product Owner and other team members to proactively plan and prioritize the product backlog and define product vision, road-map and synergies.
* Lead collaborative partnerships with Product Owners and teams across technology, finance, legal and operations, ensuring completeness of business requirements, clear understanding of operational impacts and resolution of operational issues related to the requirements raised.
* Partner with Agility Lead to provide clear direction and vision to the Technology partners, Testing Teams and Stakeholders throughout the Agile Development Lif...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:15
-
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice.
You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines.
With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
Job responsibilities
* Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
* Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
* Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services.
This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
* Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
* Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
* Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
* Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
* Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
* Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
Required qualifications, capabilities, and skills
* Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
* Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
* Maintain a high-net-worth referral network to d...
....Read more...
Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:15
-
Step up as a tech leader and innovator with your knowledge and mentorship of security engineers.
Lead teams to excellence in this high-impact role.
As a Senior Manager of Security Engineering at JPMorganChase within the Cybersecurity Technology and Controls, you serve in a leadership role by providing technical coaching and advisory for multiple technical teams, as well as anticipate the needs and potential dependencies of other functions within the firm.
As an expert in your field, your insights influence budget and technical considerations to advance operational efficiencies and functionalities.
Job responsibilities
* Provides overall direction, oversight, and coaching for a team of entry-level to mid-level security engineers that work on basic to moderately complex tasks
* Be accountable for decisions that influence teams' resources, budget, tactical operations and the execution and implementation of processes and procedures.
* Drives reuse-first adoption of enterprise-authorized AI capabilities within the work environment across security engineering teams to improve productivity and decision quality (e.g., accelerating analysis and documentation), with human-in-the-loop validation and appropriate handling of sensitive data.
* Ensures successful collaboration across teams and stakeholders
* Identifies and mitigates issues to execute a book of work while escalating issues as necessary
* Provides input to leadership regarding budget, approach, and technical considerations to improve operational efficiencies and functionality for the team
* Creates a culture of diversity, opportunity, inclusion, and respect for team members, and prioritizes diverse representation.
* Establishes standards for AI-assisted workflows used in delivery routines, ensuring traceability/auditability and alignment to security and resiliency expectations.
* Formal training or certification on security concepts and 5+ years of applied experience in software engineering or software development, including experience building internal tools or workflow automation
* Skilled in planning, designing, and implementing enterprise-level solutions.
* Experience leading teams in the safe use of enterprise-authorized AI capabilities within the work environment for security engineering workflows, including validation habits and awareness of data sensitivity.
* Ability to review and validate AI-assisted security recommendations before adoption, escalate uncertainty appropriately, and ensure outcomes align to security, resiliency, and auditability expectations.
* Experience building internal tools, workflow automation, or pipeline management systems
* Expertise in IAM technologies: OAuth2.0, SAML, ABAC, RBAC, PBAC, OPA.
* Advanced proficiency in Java, Python, or Node.js-production-quality code
* Advanced understanding of agile methodologies, CI/CD, Application Resiliency, Security, Service Ownership
*...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:14
-
At J.P.
Morgan Wealth Management, we empower clients throughout their wealth journey, adapting to their evolving needs with precision and care.
Our goal is to deliver the best advice and service across each of our sales channels, leveraging innovation and deep expertise.
We are seeking a dynamic Executive Director to design and implement innovative B2B2C client acquisition tactics and asset gathering techniques within our JP Morgan Wealth Management Workplace Strategies team.
This is a unique opportunity for a proven leader who thrives on building new experiences and capabilities, and reengineering established processes and technology to deliver services through employer benefits programs.
The ideal candidate will have a deep background in wealth management, business development, and product management, with demonstrated leadership, strategic thinking, influence, and complex problem-solving skills.
The role involves designing and implementing innovative client acquisition tactics and asset gathering techniques through Business-to-Business-to-Consumer strategies.
The position requires a candidate with a strong background in wealth management, business development, and product management, along with leadership, strategic thinking, influence, and problem-solving skills.
The job offers the opportunity to build new experiences and capabilities and to reengineer processes and technology for delivering services through employer benefits programs.
As an Executive Director on the Acquisitions & Workplace Strategies team , you will drive enterprise transformation, collaborate with senior leaders, and lead initiatives that enable client acquisition and asset gathering from workplace business to business to consumer (B2B2C) products such as equity compensation, retirement, banking and financial wellness.
We offer a culture of excellence, opportunities for advancement, and the resources to realize your vision.
Job Responsibilities
* Define and execute a multi-year roadmap for client acquisition and deepening capabilities from existing and emerging workplace products, in an accelerated time frame.
* Lead business analysis, user journey design, and requirements definition across multiple products, stakeholders, and LOBs.
* Collaborate, influence, and negotiate with cross functional teams to define solutions to problems, remove obstacles, manage dependencies, and deliver high-impact user experiences.
* Establish and lead executive leadership forums for prioritization, decision-making, alignment, and risk assessment.
* Analyze data, market trends, user behavior, and emerging technologies to uncover insights and generate ideas for continuous improvement.
* Drive change management efforts, including legal, regulatory, and control assessments, communications, and governance activities.
* Drive go-to-market activities, including testing, pilots, national rollouts, training, and reporting to measure success.
* Build, deve...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:10
-
Machine Learning and Artificial Intelligence play a critical role in transforming Consumer and Community Banking Operations.
The ability to utilize data in meaningful ways allows us to develop solutions which both our customers and employees can benefit from.
Customers expect tailored servicing and Chase is looking to deliver personalization to meet their needs.
This is powered by high-quality annotated data and detailed annotation schemes that are the backbone of impactful Artificial Intelligence/Machine Learning ( AI/ML)L algorithms and applications.
As a Data Domain Architect Lead within the Data Annotation team , you will use your domain expertise and people-leading experience to partner your team closely with teams in Data Science, Analytics, and Engineering to develop machine learning solutions.
This will involve the collection, curation, annotation, enrichment, and validation of data and the development of taxonomies and other linguistic resources to help train machine learning models, drive insight, analysis, and possible content creation.
Job responsibilities
* Manage and coach a team of Machine Learning Data Domain analysts to support data annotation and label data/content using annotation tools and analysis
* Partner with leads in Data Science, Engineering, and Analytics to develop strategies to optimize training data for machine learning models
* Lead efforts to identify patterns and trends in conversational data through Natural Language Processing and/or other computational linguistic approaches
* Collaborate with stakeholders on evaluating the quality of machine learning classification and other output
* Actively contribute to the team's continuous learning mindset by bringing in new ideas and perspectives that stretch the thinking of the group
Required qualifications, capabilities, and skills
* 6+ years of related experience in development of machine learning solutions
* Familiar with industry annotation and labeling methods
* Experience with various data modeling techniques and tools
* Familiar with Finance and Banking products
* Broad expertise in data technologies; i.e., data warehousing, data processing, data quality concepts, Business Intelligence tools and analytical tools, unstructured data, machine learning
* Excellent analytical and problem-solving skills and the ability to pay close attention to detail
* Experience using Python in working with and analyzing large real-world datasets
* Working knowledge of information and data retrieval
* Working knowledge of machine learning and artificial intelligence paradigms and libraries
* Familiar with Large Language Models ( LLMs) and prompt engineering
Preferred qualifications, capabilities, and skills
* Masters or PhD in a related field, or Bachelors
* Technical understanding of common relational database systems; i.e., Teradata and Oracle
* Excellent command of the Structured Query L...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:08
-
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...
....Read more...
Type: Permanent Location: Akron, US-OH
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:05
-
The Offers & Shopping Governance and Business Operations team is responsible for leading efforts to shape operational excellence.
We partner with teams across the firm, including other Card and Connected Commerce pillars, functional partners, and stakeholders from legal, risk, controls, and compliance to maintain an effective oversight and controls environment in accordance with the Firms standards.
As a Senior Product Delivery Associate in Offers & Shopping, you will help translate strategy into action by planning, coordinating, and delivering initiatives that improve customer experience, strengthen controls, and enhance operational performance.
A core focus of the role includes leading the investigation, triage, and remediation of statement credit issues and related production incidents, while also contributing to portfolio-level execution, benefits tracking, and continuous improvement.
You will partner across product, operations, and technology to ensure timely, accurate outcomes for cardholders and merchants and to implement durable, scalable solutions.
Job Responsibilities
* Lead end-to-end investigation, triage, and resolution of statement credit inquiries and production issues, ensuring timely, accurate customer outcomes.
* Leverage data to identify patterns and systemic issues leading to missing credits, collaborating with cross-functional teams to implement long-term fixes.
* Lead structured cross-functional triage for production issues to coordinate root-cause analysis and sustainable solutions.
* Support customer journey initiatives, prioritization, and resourcing, aligning work to customer impact, risk, and business value.
* Convert business strategies into actionable roadmaps, milestones, and OKRs, and drive cross-functional execution to plan.
* Execute and oversee remediations to apply missing credits and correct downstream impacts in line with SLAs.
Required Qualifications, Capabilities and Skills
* Bachelor's degree in Analytics, Computer Science, Engineering, or equivalent experience.
* 3+ years of experience in platform engineering
* Strong proficiency with relational databases (e.g., SQL Server, PostgreSQL) and data analysis.
* Experience in one or more backend programming languages (e.g., Java, Python, Node.js).
Preferred Qualifications, Capabilities, and Skills
* Prior experience working in credit card, payments, or financial services environments, with a strong understanding of statement credits, transaction processing, and customer remediation.
* Strong written and verbal communication skills, with the ability to clearly document findings and collaborate across technical and non-technical teams.
* Ability to interpret complex data sets, identify trends, and draw actionable insights to resolve credit discrepancies and production issues.
Applicants must be authorized to work for any employer in the US.
We are not able to provide immigration sponsorship o...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:04
-
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
Required Qualifications, Capabilities, and Skills
* Three 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 throughout their business
* Experience with and in-depth knowledge of the equity and fixed income...
....Read more...
Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:03
-
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...
....Read more...
Type: Permanent Location: Channahon, US-IL
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:03
-
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 Consumer and Community Banking, 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
* 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
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads 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
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Drives team adoption of enterprise-authorized AI-assisted engineering practices within the work environment to improve code quality, delivery speed, and operational outcomes (e.g., AI-assisted code review/refactoring, test strategy acceleration, incident/root-cause analysis support), while establishing consistent validation standards (secure coding, peer review, automated testing) and promoting reuse of effective patterns across the team.
* Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 8+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s)
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Knowledge of customization of objects, fields, record types, profiles, permission sets, page layouts, dynamic forms, validation rules, flows, email alerts, approval processes, list views, reports and dashboards
* Conversant in Sale...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:02
-
Description
Bring your expertise to JPMorgan Chase and join a leading team of ABL credit risk professionals.
In Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient and your work will have a direct impact supporting responsible business growth while anticipating new and emerging risks.
Further, using your expert judgement you work to solve real-world challenges that impact our company, customers, and communities.
Our culture is all about thinking outside the box, challenging the status quo, and striving to be best-in-class
As a Lead Credit Officer, Vice President in Asset Based Lending Credit Risk, you will be part of the firm's risk governance framework and a critical member of the risk management team.
The Asset Based Lending team primarily provides working capital revolving lines of credit and fixed asset loans to corporate clients.
Credit Officers on the Commercial Bank Asset Based Lending team manage a portfolio of accounts and new business transactions.
Job Responsibilities
* Manage portfolio of ABL clients, monitor financial performance trends, borrowing base trends and lead ABL credit relationship with borrower and internal stakeholders
* Perform due diligence for loans, derivatives, leases and cash management including financial due diligence, financial and /or liquidity modeling, field exam, appraisal and legal diligence
* Lead ABL credit structuring and legal document negotiations
* Partner with Bankers, Corporate Credit partners, Debt Capital Markets, Treasury Services, Leasing, Derivatives and Loan Operations
Required qualifications, capabilities, and skills
* Bachelor's Degree, required.
* Minimum 5 years' experience in commercial banking, credit risk, portfolio management with Asset Based Lending financing knowledge
* Strong understanding of capital markets, financing structures, derivatives, and cash management products as well as related documentation
* Excellent communication and presentation skills - both written and verbal
* Ability to think critically and multitask in a fast-paced environment
* Strong interpersonal and relationship development skills
* Proficiency in Microsoft Excel, Word, PowerPoint and Outlook
Preferred qualifications, capabilities, and skills
* Formal credit training program a plus
* Bachelor's degree in accounting or finance, preferred.
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 toda...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:01
-
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...
....Read more...
Type: Permanent Location: Ocala, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:01
-
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...
....Read more...
Type: Permanent Location: Coral Gables, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-11 10:57:00
-
Are you passionate about navigating complex financial environments and advancing liquidity risk management at a global bank? The Commercial and Investment Bank Treasury is seeking a motivated professional to join the Liquidity Methodology and Analytics team, where you will innovate and develop new approaches to liquidity risk.
As the Commercial and Investment Bank Treasury Liquidity Research Vice President, you will partner with business, risk, and technology teams to provide subject matter expertise on liquidity risk, market dynamics, and regulatory developments to help ensure liquidity frameworks are aligned with regulatory requirements and internal policies.
This role will require managing relationships with Liquidity Risk Technology, Regional Treasury teams, Corporate Treasury, Liquidity Risk Management, Quantitative Research and Product groups to prepare and present analysis, findings, and recommendations to senior management and governance committees.
Importantly, this role will provide you with exposure and responsibility across varying levels of management across the firm and is an excellent opportunity for a candidate who is interested in a strategic view of the Commercial and Investment Bank 's activity and who has a keen interest in capital markets, liquidity risk management and funding.
Job responsibilities
* Build-out of analytics framework to enhance the firm's ability to evaluate and manage liquidity across the Markets businesses
* Read and understand interpretation of regulatory liquidity policies and be able to think clearly about and articulate the application of these rules to Commercial and Investment Bank markets business
* Participate in industry groups to stay up to date on changes in the industry or regulatory landscape
* Face off with regulators to present and defend liquidity stress methodologies and frameworks
* Support ad-hoc projects and analyses as needed by senior management, strategic, or regulatory initiatives
* Bachelor's degree in Finance, Economics, Mathematics, Engineering, or related field; advanced degree preferred.
Required qualifications, capabilities and skills
* 7+ years of experience in Treasury, Risk, Markets, or related financial services roles, with a focus on liquidity risk or analytics.
* Strong understanding of financial markets, products, and liquidity risk concepts.
* Experience with liquidity risk modeling, stress testing, and regulatory frameworks (e.g., LCR, NSFR, 5G, etc.).
* Proficiency in data analytics tools (e.g., Python, SQL, Excel, Tableau) and familiarity with automation solutions.
* Excellent communication, presentation, and stakeholder management skills.
* Ability to multi-task, prioritize well under fast-paced and dynamic environment, deliver prototype solutions with commitment to deliver under tight deadlines.
* Ability to deliver solution-oriented work that reflects independent and pro-active consideration of...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-11 10:56:59
-
Bring your expertise to JPMorganChase and serve as a senior thought partner in shaping consumer credit strategy, overseeing high-value credit exposures and influencing credit policy across the portfolio.
As the Credit Strategy - Chase Auto - Vice President, you will report to the Credit Strategy Officer - Executive Director within the Chase Auto Credit Decisioning Unit.
You will lead complex credit analyses, develop forward-looking risk management strategies, and help define underwriting and policy frameworks aligned with the firm's risk appetite and financial objectives.
Partnering closely with Risk, Underwriting, Finance, Legal, and senior leadership, you will balance growth and profitability while ensuring strong governance, controls, and regulatory compliance at JPMorgan Chase.
Job Responsibilities
* Lead evaluation of complex and high-value consumer credit exposures, ensuring alignment with established risk appetite, policies, and underwriting standards.
* Monitor portfolio performance and emerging risk trends across the credit lifecycle; develop and recommend mitigation strategies to protect asset quality and returns.
* Shape and evolve credit policies, underwriting guidelines, and risk management frameworks in support of sustainable growth.
* Serve as a trusted advisor on complex or non-standard credit transactions, providing sound, well-reasoned recommendations to senior stakeholders.
* Collaborate cross-functionally with Risk, Underwriting, Legal, Finance, and Business partners to align credit strategy with the firm's objectives.
* Lead, develop and mentor a team, fostering strong technical capability, sound credit judgment and a culture of accountability and talent development.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in finance, business, economics, or a related field.
* Minimum 7 years of progressive experience in consumer lending, credit strategy, underwriting, or portfolio risk management within a large, complex financial institution.
* Demonstrated expertise in evaluating and managing credit risk, including strong independent judgment on complex credit decisions.
* Advanced Analytical & Financial Skills: Proven ability to synthesize quantitative analysis, qualitative insights, and market data to drive informed decision-making.
* Strategic Leadership: Ability to translate strategy into execution, identify opportunities for innovation, and influence outcomes in a matrixed organization.
* People Leadership: Track record of developing high-performing teams through coaching, mentorship, and talent stewardship.
* Executive Communication & Influence: Experience delivering clear, compelling insights to senior leadership and influencing decisions at the executive level.
* Initiative & Entrepreneurial Drive: High personal initiative, goal-setting, and entrepreneurial leadership to achieve challenging objectives.
To be eligible for this p...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-11 10:56:56
-
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
* Bilingual Chinese Mandarin/Cantonese
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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 convicti...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-08-11 10:56:52
-
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: Mchenry, US-IL
Salary / Rate: Not Specified
Posted: 2026-08-11 10:56:52
-
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
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...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-08-11 10:56:51
-
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: Winnetka, US-IL
Salary / Rate: Not Specified
Posted: 2026-08-11 10:56:50
