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JOB DESCRIPTION
This position will be responsible for the administrative management, staff development and technical claim results for the TPA Oversight Complex Team managing the Astrus and Public Entity business segments.
The individual will be responsible for delivering excellent financial and service results as well as a high-quality product involving commercial bodily injury, property damage and personal injury claims on primary and excess policies.
The position will also be responsible for developing staff, succession planning and executing strategies to achieve goals and objectives.
The ideal candidate will be responsible for the efficient/consistent delivery of service to our customers and business partners that meets or exceeds Chubb's standards and complies with all applicable statutes/regulations within the assigned jurisdiction(s).
Responsibilities:
The desired candidate is service-oriented and results-driven and must also possess excellent administrative, leadership and organizational skills.
Candidate must be able to make timely and appropriate decisions.
Experience in performance management, training, staff development, and succession planning is a strong plus.
Oversight of complex high exposure bodily injury and property damage claims ensuring consistent handling across all Chubb entities.
This position will:
* Ensure high level of technical claim handling from professional claims staff.
* Interact with business management and direct leadership responsible for Major Accounts underwriting to communicate claim trends which impact the business.
* Ensure the TPA Oversight claims team operational activities meet with and integrate with organizational requirements for quality management, internal and external audits, compliance and privacy policies and procedures.
* Guide staff with the handling of Complex casualty claims, ensuring appropriate internal stakeholder coordination and execution.
* Analyze and provide appropriate direction on coverage and communicate coverage positions to appropriate parties.
* Provide outstanding customer service and works well with the insured, broker and TPA (when applicable) in the adjustment of claims.
* Set reserves within authority and make claim recommendations to senior management.
* Establish and maintains strong customer relations.
* Participate in regular and meaningful discussions with internal and external business partners.Ten or more years of experience as a claim professional with a high degree of competence in the handling of complex casualty claims.
* Strong presentation and negotiation skills.
* Experience with primary and excess bodily injury and property damage claims
* Understanding of contractual indemnification issues and additional insured provisions.
* Effective communication and interpersonal skills to be capable of dealing with claimants, customers, insureds, brokers, attorneys etc.
in a positive manner concern...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:38
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As a Personal Advisor, in J.P.
Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals.
You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.
Morgan's Chief Investment Officer.
You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.
Personal Advisors will work in a hybrid team based office environment to support the full book of clients.
Job responsibilities:
• Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
• Convert high quality leads into new clients and help to maintain those relationships
• Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
• Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• Bachelor's degree preferred
• CFP preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuit...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:37
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 5+ years of experience in direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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 ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:37
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J.P.
Morgan Payments provides cash management, liquidity, commercial card, foreign exchange, and escrow solutions globally.
Treasury Services, a key line of business, processes over $3 trillion in payments daily.
We are committed to digitizing payments and enhancing user interfaces while ensuring speed, security, and cost-effectiveness.
As a Business Manager, you will support the JPM Payment Rails PSS and Treasury Services Commercialization team.
Your role involves optimizing performance and identifying improvement opportunities across Treasury Services.
You will engage in strategy and analysis projects related to sales, product, commercialization, and innovation, working closely with senior management and various business functions.
Job Responsibilities:
* Support strategic initiatives to enhance sales effectiveness and product offerings.
* Create transparency and provide insights for decision-making.
* Develop presentations and executive materials for performance analysis.
* Prepare business reviews and executive reports for senior management.
* Collaborate with Product Leads and Sales F&BM on strategic initiatives.
* Work with TS Commercialization and Marketing on go-to-market strategies.
* Represent the business in internal/external working groups.
* Deliver robust reporting on product and sales team performance.
* Perform ad-hoc analysis to support strategic initiatives.
* Drive efficiencies and automation using tools like QlikSense and Tableau.
* Support sales pipeline reporting and become a subject matter expert.
Required Qualifications, Capabilities, and Skills:
* Minimum 8 years in strategy consulting or strategic finance in financial services.
* BA/BS in Finance/Accounting/Analytics.
* Strong problem-solving and analytical skills.
* Executive storytelling and presentation skills.
* Ability to manage multiple priorities and meet deadlines.
* Strong interpersonal skills and ability to collaborate effectively.
* Self-motivated, driven, and adaptable in a fast-paced environment.
* Proficiency in PowerPoint and Excel.
Preferred Qualifications, Capabilities, and Skills:
* MBA or equivalent.
* Experience with other analytical tools.
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 o...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:36
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Goodyear, US-AZ
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:36
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a customer-obsessed culture in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, a...
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Type: Permanent Location: White Plains, US-NY
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:36
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Cloud Foundational Services (CFS a part of Infrastructure Platforms - IP) , you are an integral part of an agile team that works to enhance, build, and deliver database related technology products in a secure, stable, and scalable way.
As a software engineer, you will play a pivotal role in designing, implementing, and maintaining our cloud-based database solutions on AWS.
You will leverage your expertise in Java, Python, AWS, Terraform, and CI/CD techniques to ensure robust, scalable, and efficient systems.
Your deep understanding of computing will be essential in optimizing our infrastructure and processes.
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 communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect
* Design, develop, and maintain scalable database solutions on AWS.
* Utilize Python for automation, data processing, and application development.
* Implement infrastructure as code using Terraform to manage AWS resources.
* Develop and maintain CI/CD pipelines to ensure smooth deployment processes.
* Collaborate with cross-functional teams to define, design, and deliver new features.
* Optimize system performance and troubleshoot issues as they arise.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Bachelor's or Master's degree in Computer Science, Engineering, or a related field.
* Strong proficiency in Python and experience with AWS services (e.g., RDS, Lambda, S3, SQS, SNS, KMS, Step Functions, ECS, EKS ).
* Expertise in Terraform for infrastructure as code.
* Solid understanding of CI/CD practices and tools (e.g., Jenkins, Spinnaker, AWS CodeDeploy).
* Observability with Cloudwatch / Grafana / Splunk / Datadog
* Good knowledge of computing concepts, data structures, and algorithms.
* Experience with database design, optimization, and management.
* Hands-on practical experience delivering system design, API design, application development, software testing, security and operational resiliency.
* In-depth knowledge of the financial services industry and their IT systems
* Practical clo...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:34
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Join the M&A Integration team and help impact highly visible deals.
As a Vice President within the Chase Corporate Development team, you will be a key member responsible for executing on synergies of highly strategic acquisitions, accelerating and transforming Chase's business.
This high-visibility role offers exposure to all aspects of M&A execution, operations, product, and strategy.
You will learn about multiple aspects of JPMC's products, business models and operations with frequent exposure to senior leaders.
Reporting to the Integration lead for Chase Corporate Development, you will be fully involved in the full life cycle of acquisitions.
The Vice President of M&A Integration will report to the Integration lead for Chase Corporate Development.
You will be an integral member of this Corporate Development team and will be fully involved in full life cycle of acquisitions.
Job Responsibilities:
* Develop and maintain a deep understanding of emerging external technologies and trends, including potential targets, serving as an advisor to stakeholders throughout the company on the best market intelligence
* Evaluate strategic opportunities and make recommendations to senior management concerning tactical plans/strategies (including risks) to implement new business growth activities
* Build scalable processes and best practices for our Corporate Development function
* Create and deliver communications and status reporting
Required qualifications, capabilities, and skills:
* Strong written & verbal communication skill
* Familiarity with reading and understanding legal documents
* Ability to work in a fast paced environment and manage competing responsibilities and deadlines
* Highly motivated / strong work ethic: Have a proven commitment to respond to and drive time sensitive / mission critical processes operating in a global and matrix-type organization
* Sound judgment to act autonomously and identify emerging issues and escalate them as required
* Ability to critically analyze and process high volumes of information and adapt to changing demands all;
* Strong credibility, candor and good ability to speak directly even when posing dissenting viewpoint
* Experience in mentoring associates
Preferred qualifications, capabilities, and skills:
* Strong Excel and PowerPoint skills required
* Prior M&A or integration experience a plus
* Highly skilled in developing board-level materials desired
* Ability to think strategically, analytically and creatively using sound business judgment and quantitative skills a plus
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:33
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Join a great team that leads compliance reviews for regulatory obligations for all marketing materials across various marketing channels and financial education initiatives.
As an integral part to the marketing material review process, provide guidance and support to key stakeholders/ to ensure compliance with applicable regulatory requirements and internal policies.
As a Process Manager within Consumer Bank Marketing, you will be viewed as a subject matter expert for all applicable consumer deposit regulatory obligations and will be required to provide compliance subject matter expertise.
You work well with others, exhibit keen insight, strong attention to details, uses good judgement, and has strong problem-solving skills that will be used to enhance efficiencies, manage risk, and support a strong controls environment within the first line of defense framework.
Job responsibilities
* Advise business partners on compliance requirements, providing compliance support / insights relating to the implementation of new/enhance products/services, and effectively providing compliance directional guidance and regulatory requirements
* Perform compliance monitoring and reporting activities
* Maintain current procedures documents and training materials
* Provide key support on all internal exams / audits and all federal regulatory examinations and inquiries
* Maintain a strong and highly effective working relationships with key partners within the legal and compliance organization
* Consider the audience point of view - considering all factors on who is receiving this marketing message.
* Assess regulatory impact - applying regulatory knowledge and expertise as it relates to what is possible under the law
* Work with various departmental workflow/ job management systems (i.e.
Adtrax)
Required qualifications, capabilities, and skills
* 7+ years' experience working with consumer deposit products marketing and business-to-business regulatory compliance / legal knowledge
* In-depth banking experience which includes strong working knowledge of advertising/marketing creative and content development practices
* Knowledge of various marketing channels such as direct mail, e-mail, digital and social media
* Expert knowledge of consumer-focused deposit regulations
* Strong familiarity with other consumer protection and deposit regulations at both state and federal levels
* Ability to maintain composure and a positive attitude while simultaneously leading multiple initiatives of varying size and complexity within a fast-paced, results driven environment.
* Excellent decision maker with ability to prioritize and manage multiple tasks with a strong sense of urgency
* Ability to build relationships based on trust and open communication while working within and supporting a strong team-centric environment
* Demonstrate excellent interpersonal communication and time management skill...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:33
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Assume a critical role in defining the future of a globally recognized firm and have a direct and significant effect in a realm tailored for top achievers in site reliability.
As a Lead Site Reliability Engineer at JPMorgan Chase within Employee Platforms, you hold a leadership role in your team, demonstrate strong knowledge across multiple technical domains, and advise others on the technical and business issues facing them.
Take lead and conduct resiliency design reviews, break up complex problems into digestible work for other engineers, act as a technical lead for medium to large-sized products, and provide advice and mentoring to other engineers.
Job responsibilities
* Demonstrates and champions site reliability culture and practices and exerts technical influence throughout your team
* Leads initiatives to improve the reliability and stability of your team's applications and platforms using data-driven analytics to improve service levels
* Collaborates with team members to identify comprehensive service level indicators and stakeholders to establish reasonable service level objectives and error budgets with customers
* Demonstrates a high level of technical expertise within one or more technical domains and proactively identifies and solves technology-related bottlenecks in your areas of expertise
* Acts as the main point of contact during major incidents for your application and demonstrates the skills to identify and solve issues quickly to avoid financial losses
* Documents and shares knowledge within your organization via internal forums and communities of practice
Required qualifications, capabilities, and skills
* Formal training or certification on site reliability engineering concepts and 5+ years of applied experience
* Deep proficiency in reliability, scalability, performance, security, enterprise system architecture, toil reduction, and other site reliability best practices with the ability to implement these practices within an application or platform
* Fluency in at least one programming language such as (e.g., Python, Java Spring Boot, .Net, etc.)
* Deep knowledge of software applications and technical processes with emerging depth in one or more technical disciplines
* Proficiency and experience in observability such as white and black box monitoring, SLO alerting, and telemetry collection using tools such as Grafana, Dynatrace, Prometheus, Datadog, Splunk, etc.
* Proficiency in continuous integration and continuous delivery tools (e.g., Jenkins, GitLab, Terraform, etc.)
* Experience with container and container orchestration (e.g., ECS, Kubernetes, Docker, etc.)
* Experience with troubleshooting common networking technologies and issues
* Ability to identify and solve problems related to complex data structures and algorithms
* Drive to self-educate and evaluate new technology
Preferred qualifications, capabilities, and skills
* Exper...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:32
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
....Read more...
Type: Permanent Location: Boise, US-ID
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:32
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:31
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Coppell, US-TX
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:31
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:31
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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: Manhattan Beach, US-CA
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:30
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Our Reporting & Analytics Team plays a crucial role in supporting the Consumer & Community Banking Location Strategy priorities by delivering comprehensive reports and insightful analyses on headcount and real estate needs for CCB's global workforce of approximately 150,000.
We are committed to transforming complex data into clear, actionable insights through high-impact presentations and robust reporting.
As a Finance & Business Management - Location Strategy in our Reporting & Analytics Team, you will play a crucial role in supporting the Consumer & Community Banking Location Strategy priorities.
You will be responsible for delivering comprehensive reports and insightful analyses on headcount and real estate needs for CCB's global workforce of approximately 150,000.
You will transform complex data into clear, actionable insights through high-impact presentations and robust reporting.
This role is dynamic and can vary from business to business, in line with the priorities of the different lines of business.
Job responsibilities:
* Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
* Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.
Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
* Communicate effectively with key business partners to understand projects and drive next steps
* Project manage and deliver key work streams and tasks
* Identify key business risks on the platform and drive resolution of mitigating controls
* Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
* Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
* Collect and maintain internal resources and documentation on collaboration sites, like SharePoint
* Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes
Required qualifications, capabilities and skills
* Bachelor's degree in Business, Finance, Economics, or other related area
* Strong analytical abilities
* Prior experience in Business Management or COO role
* Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders.
Attention to detail is a must with continuous focus on design excellence
* Demonstrated ability in dealing with different stakeholder groups and driving the agenda
* Excellent communication, organization and project management skills
* Ability to articulate and demonstrate thoughtful rationale in design decisions
* Int...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:29
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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: Whittier, US-CA
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:29
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:28
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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: Gardena, US-CA
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:28
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JPMorgan Chase is seeking a Senior Associate to join our Home Lending Finance & Business Management team within the Consumer and Community Bank.
As a Finance and Business Management Senior Associate on the Home Lending team, you will act as trusted advisors and counterweight to Home Lending Operations Executives, and you will be responsible for identifying, escalating, and mitigating business risks.
Our Finance Business Management team optimizes business performances by helping to drive key initiatives and effectively plan business financial goals.
Job Responsibilities:
* Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting
* Analyze financial performance, including expenses and headcount; identify productivity initiatives and drive implementation
* Create financial business cases supporting business initiatives and align with business on implementation strategies
* Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
* Develop and track business operations headcount capacity plans
* Create presentations with effective storytelling, and generally providing financial analysis on a variety of topics to senior management
* Perform variance analysis to understand the key drivers of financial results and present to senior leaders
Required Qualifications, Skills, and Capabilities:
* Bachelor's degree in Accounting, Finance or a subject of a technical nature
* 4+ years of Financial Services, and/or accounting/controller experience
* Advanced skills in Excel and PowerPoint
* Proficiency with data mining/gathering and manipulation of data sets
* Ability to create ad hoc reporting for senior management
* Proven track record for executing on special projects / assignments, often with little lead time or information
* Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred Qualifications, Skills, and Capabilities:
* Able to thrive and think clearly under pressure and tight deadlines
* Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
* Highly motivated self-starter with excellent time management/prioritization skills
* Inquisitive, enthusiastic and diligent, and capable of challenging peers
* Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprof...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:27
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Strategic Analytics Associate in our Card Services Risk group, you will support design, implementation and monitoring of the underwriting strategy, while working closely with business partners to optimize the overall product strategy.
Job Responsibilities
* Identify and implement world-class Underwriting strategies while ensuring that all aspects of credit, legal, reputational and operational risks are considered.
* Develop and maintain periodic analytics to provide management with full insight into emerging trends, the quality of the originated accounts, and make changes to the credit strategy.
* Attain a detailed understanding of key performance metrics and profitability drivers, enabling the delivery of insights encompassing the full account lifecycle.
* Conduct ad hoc analytics and contribute to various projects representing Risk Management.
* Work both independently and collaboratively to complete analytical tasks; starting with problem identification, analysis of large & complex data and formulating concise conclusions with actionable recommendations.
* Communicate with Executive stakeholders on risk initiatives and solution discussion.
* Develop deep and productive working relationship with the leaders across Marketing, Finance, Risk Execution, Legal and Compliance.
Required Qualifications, Capabilities and Skills
* Bachelor's Degree in a quantitative discipline
* 4+ years of experience in a quantitative role (statistics, econometrics, or similar quantitative field) or Master's degree and 2+ years of risk management
* Proficient in performing analytics using SAS or equivalent analytical tool and ability to query large amounts of data using SQL and transform the raw data into actionable management information
* Good analytical mindset and strong problem solving skills
* Ability to logically structure analyses using strong analytical, interpretive, and problem-solving skills and translate into sound business conclusions
* Ability to partner and influence across organizations to deliver new capabilities and changes
Preferred Qualifications, Capabilities and Skills
* Advanced understanding of SAS, SAS Enterprise Miner or other decision tree software
* Familiarity with current analytical techniques, e.g.
regression, decision trees and segmentation techniques
* Familiarity with risk analytic techniques
* Experience in card risk management
To be eli...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:25
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J.P.
Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide.
With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
As a Contract Specialist within Client Service you will be primarily responsible for working with Institutional North America and Insurance clients.
You will be responsbile for a broad range of internal stakeholders to facilitate new and existing client business through the drafting and negotiation of Investment Management Agreements ("IMAs") and other client onboarding agreements and documentation.You will have the exciting opportunity to help align the firm's global client onboarding processes as well as streamline the management and negotiation of client onboarding documentation.
Job Responsibilities
The Contract Specialist will focus on being an effective transaction manager by performing the following functions:
* Drafting of JPMAM IMAs, Participation Agreements and related contractual and non-contractual documentation;
* Reviewing and negotiation of client form template agreements, investment guidelines, fee schedules as well as service level agreements and investment policy statements
* Collaborating closely with other internal groups throughout the firm (i.e.
Investment Specialists, Product Teams, Operations, Compliance, Fee Billing, etc.) to get input on various provisions to help resolve complex legal and operational issues
* Identifiying and consolidation of potential issues and roadblocks in agreements that may pose investment, operational, or legal risks to the firm
* Obtaining a robust understanding of the business practices associated with JPMAM's multiple asset classes and product groups, the internal views on the various terms in the agreements, and the risk associated with agreeing to deviations from standard terms
* Partnering with client business and Legal in negotiations with clients directly, or the client's legal counsel to ensure all potential issues and roadblocks are resolved to a mutually beneficial position for both the client and the JPMAM
* Working closely with the investment teams to ensure that investment guidelines and other investment criteria for each client mandate correctly and accurately reflect both the client and the firm's investment intention
Required qualifications, capabilities, and skills
* A legal background or qualification with asset management or financial services knowledge and in-depth experience drafting contractual documentation within the asset management or financial services industry
* Bachelor's Degree (BA) required
* 5+ years drafting and negotiating Investment Management Agreements or related buy-side documentation
* Knowledge of the asset ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:25
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: San Juan Capistrano, US-CA
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:25
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Company
Federal Reserve Bank of Philadelphia
The Federal Reserve Bank of Philadelphia is one of the 12 regional Reserve Banks that, together with the Board of Governors in Washington, D.C., make up the Federal Reserve System.
It helps formulate and implement monetary policy, supervises banks and savings and loan holding companies, and provides financial services to depository institutions and the federal government.
The Federal Reserve Bank of Philadelphia serves eastern and central Pennsylvania, southern New Jersey, and Delaware.
Bring your passion and expertise, and we’ll provide the opportunities that will challenge you and propel your growth!
The Federal Reserve Bank of Philadelphia is seeking an undergraduate level (Sophomore, Junior, Senior or Recent college graduate) with a preferred major in Economics, Quantitative Social Science or History. The intern must have experience and interests in both quantitative social sciences and history. This opening will be onsite and may be eligible to work in a hybrid capacity on an as needed basis. The work schedule is Monday – Friday (40 hour per week). This is a 10-week paid internship. The hourly rate for this position is $22.00 per hour.
NOTE: This intern will be supporting 2 Economists
Projects:
* Support creating database of vehicle registrations covering 1900-2019.
The primary tasks include finding, researching, and requesting historical sources of vehicle data, digitizing these documents if not already digitized, and performing quality control and cleaning.
* Creating economic data to study housing affordability, particularly wages for public sector jobs.
* Support data construction for a project studying the reversal of the Chicago River.
* May assist with other projects as needed.
Required Skills:
* Microsoft office suite fluency required.
* Knowledgeable with R, Stata, and/or Python preferred.
* Organization and attention to detail are essential.
* Sitting at a computer for long periods of time, potentially scanning documents and visiting archives
Preferred Competencies:
Good written and communications skills
Attention to details
Good organizational skills
Ability to work individually and with teams
Flexibility to manage multiple priorities
Additional Information:
* The Federal Reserve Bank of Philadelphia takes your information privacy seriously. Federal Reserve Bank of Philadelphia staff will only email you from the “@phil.frb.org” domain or through the Workday system “rb@myworkday.com”. If you are initially contacted by phone, feel free to request that the caller provide you with their email address to validate their identity. If you have any questions about the validity of someone who contacts you regarding this position, please email the Talent Acquisition team at TalentAcquisition@phil.frb.org.
* The Federal Reserve Bank of Philadelphia believes that diversity, equity and inclusion among...
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Type: Contract Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:24
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Valley Stream, US-NY
Salary / Rate: Not Specified
Posted: 2024-12-30 06:56:24
