-
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: Alpharetta, US-GA
Salary / Rate: Not Specified
Posted: 2026-01-07 08:12:06
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J.P.
Morgan Chase & Co.
is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries.
It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.
The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.
JPMorgan Private Bank was recognized in 2015 by Euromoney as the world's best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.
Role Summary
As an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in the CIO Equities team.
In this role, you will be part of a group that combines traditional fundamental equity analysis with rigorous quantitative and factor-based approaches to drive investment decisions.
You will collaborate closely with fundamental analysts and portfolio managers, monitor the trade process, and contribute quantitative investment and portfolio construction ideas for implementation within discretionary equity and multi-asset client portfolios across global markets.
Responsibilities
* Risk Modeling: Apply risk models (Axioma other risk models) to evaluate portfolio exposures, support risk management, and inform investment decisions across global equity markets.
* Portfolio Construction: Partner with portfolio managers to apply quantitative models and analytics to improve portfolio construction, evaluate risk exposures, and conduct performance attribution for global equity portfolios.
* Quantitative Research: Build and maintain financial models using advanced coding skills (Python, R, or similar), leveraging large and complex datasets to uncover new market insights and trends.
Apply AI and machine learning techniques to enhance investment research and portfolio management.
* Collaboration and Communication: Collaborate with fundamental team members to integrate quantitative insights into investment strategies.
Clearly and effectively communicate complex quantitative concepts, findings, and actionable insights to portfolio managers and other investment professionals.
* Compliance: Maintain a consistent focus on compliance and risk management.
Required Qualifications, Skills and Capabilities:
* 6-10 years' experience working on Long-only Equity Buy-side.
In-depth understanding of equity markets, financial theory, and risk models.
* Strong experience applying risk models and in portfolio construction; experience with Axioma or other risk models preferred.
* Advanced programming skills in ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-07 08:12:05
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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
* 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.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
...
....Read more...
Type: Permanent Location: Azusa, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-07 08:12:04
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JPMC is hiring the best talents to join the growing Asset and Wealth Management AI Engineering team.
We are executing like a startup and building next-generation technology that combines JPMC unique data and full-service advantage to develop high impact AI applications and platforms in the financial services industry.
We are looking for hands-on ML Engineering leader and expert who is excited about the opportunity.
As a senior ML and GenAI engineer (VP), you will will play a lead role as a senior member of our global team.
Your responsibilities will entail hands on development of high-impact business solutions through data analysis, developing cutting edge ML and LLM models, and deploying these models to production environments on AWS or Azure.
You'll combine your years of proven development expertise with a never-ending quest to create innovative technology through solid engineering practices.
Your passion and experience in one or more technology domains will help solve complex business problems to serve our Private Bank clients.
As a constant learner and early adopter, you're already embracing leading-edge technologies and methodologies; your example encourages others to follow suit.
Job Responsibilities
* Hands-on architecture and implementation of lighthouse ML and LLM-powered solutions
* Close partnership with peers in a geographically dispersed team and colleagues across organizational lines
* Collaborate across JPMorgan AWM's lines of business and functions to accelerate adoption of common AI capabilities
* Design and implement highly scalable and reliable data processing pipelines and deploy model inference services.
* Deploy solutions into public cloud infrastructure
* Experiment, develop and productionize high quality machine learning models, services, and platforms to make a huge technology and business impact
Required qualifications, capabilities, and skills
* MS in Computer Science, Statistics, Mathematics or Machine Learning.
* Minimum 5 years development experience
* Proven leadership capacity, including new AI/ML idea generation and GenAI-based solutions
* Solid Python programming skills required
* Expert knowledge of one of the cloud computing platforms preferred: Amazon Web Services (AWS), Azure, Kubernetes.
* Experience in using LLMs (OpenAI, Claude or other models ) to solve business problems, including full workflow toolset, such as tracing, evaluations and guardrails
* Knowledge of data pipelines, both batch and real-time data processing on both SQL (such as Postgres) and NoSQL stores (such as OpenSearch and Redis)
* Expertise in application, data, and infrastructure architecture disciplines
* Deep knowledge in Data structures, Algorithms, Machine Learning, Data Mining, Information Retrieval, Statistics.
* Excellent communication skills and ability to communicate with senior technical and business partners
Preferred qualifications, capab...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-07 08:12:04
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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
* 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.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-07 08:12:03
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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: Menlo Park, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-07 08:12:02
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Are you a passionate and energetic person that has the desire for always improving the frontline customer/banker experience with every interaction.
You should be someone that is not afraid to roll up their sleeves and look for ways to better assist our partners by suggesting ideas to optimize through changes to processes, procedures and tools to transform the way business is conducted.
As a Marketing Delivery Senior Associate on the E-Coupon team, you will be responsible for end to end offer management and execution.
You will be working across both Marketing strategy and Marketing execution teams to understand the intent of the offer, ensuring the best customer experience.
Additionally you will also partner with the technology and agile product teams to provide strategic guidance and support on designing, building and delivering new offer capabilities.
Job responsibilities:
* Partner with Marketing strategy and execution teams to conduct feasibility analysis for new offers and campaigns
* Provide guidance and support on current capabilities and recommend the best use of those to meet business objectives
* Lead the build and delivery of net new capabilities working with multiple partners across Marketing, Product, Digital and Branch Behavior Teams
* Set-up Marketing offers ranging from acquisition and deepening across multiple lines of business with flawless execution
* Cross referencing Marketing collateral (Email, Direct Mail, etc.) to ensure the offer set-up aligns with strategic intent
* Identify and implement changes to the Offer management UI that can lead to increase in operational efficiencies and reduce scope of errors
* Review, research and respond to customer and banker email feedback in a prompt, courteous and professional manner
* Identify opportunities for continued customer and banker education to reduce customer experience friction points
Required qualifications, capabilities and skills:
* Bachelor's degree in Marketing and 3 + years' experience working in customer support role specifically in a branch or customer care environment
* Excellent written and verbal communication skills as to be able to express information clearly and accurately
* Ability to multi-task in a fast-paced environment where changing priorities is common
* Must be a self-starter with a strong work ethic who craves always improving the customer/banker experience
* Ability to work as part of a team with the desire to constantly learn and be curious
* Ability to always maintain a positive mindset and professional attitude
* Impeccable attention to detail
Preferred qualifications, capabilities and skills:
* Ability to recognize patterns and determine potential problem spots versus training opportunities
* Experience working directly or supporting banking products
* Analytical skills and experience to turn data into strategic and operational insight
* An understan...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-07 08:12:01
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Bronx, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:59
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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: 2026-01-07 08:11:58
-
J.P.
Morgan Asset Management is a leading global alternatives manager with a 40-year legacy of delivering innovative solutions across market cycles.
Our specialized teams manage alternative investment strategies, supported by the extensive resources and governance of J.P.
Morgan Asset Management.
We offer a diverse range of strategies, including real estate, private equity, credit, infrastructure, transportation, liquid alternatives, and hedge funds, all designed to achieve specific client outcomes and provide uncorrelated returns to traditional asset classes.
Our customized portfolios are tailored to meet individual client needs.
Job Summary:
Join our team as an Associate in the Investment Accounting Controller Team, where you'll support the financial reporting of one of the largest Commercial Real Estate portfolios.
You'll collaborate with a team of seasoned professionals, overseeing various aspects of real estate financial analysis, accounting, structuring, and internal controls for properties within a designated geographic area.
Additionally, you'll work closely with investment professionals on acquisitions, dispositions, and capital restructures, focusing on accounting treatment and transaction execution for REA funds and investors.
Job Responsibilities:
* Cultivate and maintain strong relationships with REA investment team members, joint venture partners, and property managers.
* Conduct financial due diligence for acquisitions, collaborating with various REA departments, third parties, sellers, JV partners, and legal counsel.
* Reconcile and analyze differences between historical cost, tax and fair value accounting to provide insights into the financial performance and valuation of real estate assets.
* Provide oversight and guidance on accounting treatment, offering periodic feedback on the quality and thoroughness of work products.
* Review monthly operating results of investments for Fund consolidation and pricing, serving as an escalation point for reporting issues.
* Analyze financial statements and performance metrics (IRR, equity multiples, time-weighted returns, etc.) of real estate investments.
* Engage with independent external auditors and tax practitioners.
* Prepare and review materials valuable for business management, internal stakeholders, and investors.
* Manage outsourced staff, ensuring adherence to responsibilities and deadlines.
Required qualifications, capabilities, and skills:
* CPA certification
* 5+ years of real estate accounting experience, with a strong understanding of historical cost GAAP and FV (Fair Value) reporting standards.
* Bachelor's degree in Accounting
* Strong understanding of complex real estate investment structures, mortgage documents, development management agreements, partnership agreements, property management and leasing agreements, and purchase and sale agreements
* Experience managing consultants and meeting time-s...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:57
-
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: Canal Winchester, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:57
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
....Read more...
Type: Permanent Location: Tucson, US-AZ
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:56
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
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
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* 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
* Deep local connections and market knowledge
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesse...
....Read more...
Type: Permanent Location: Fresno, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:55
-
J.P.
Morgan Asset Management is a leading global alternatives manager with a 40-year legacy of delivering innovative solutions across market cycles.
Our specialized teams manage alternative investment strategies, supported by the extensive resources and governance of J.P.
Morgan Asset Management.
We offer a diverse range of strategies, including real estate, private equity, credit, infrastructure, transportation, liquid alternatives, and hedge funds, all designed to achieve specific client outcomes and provide uncorrelated returns to traditional asset classes.
Our customized portfolios are tailored to meet individual client needs.
Job Summary:
Join our team as a Vice President in the Investment Accounting Controller Team, where you'll support the financial reporting of one of the largest Commercial Real Estate portfolios.
You'll collaborate with a team of seasoned professionals, overseeing various aspects of real estate financial analysis, accounting, structuring, and internal controls for properties within a designated geographic area.
Additionally, you'll work closely with investment professionals on acquisitions, dispositions, and capital restructures, focusing on accounting treatment and transaction execution for REA funds and investors.
Job Responsibilities:
* Cultivate and maintain strong relationships with REA investment team members, joint venture partners, and property managers.
* Conduct financial due diligence for acquisitions, collaborating with various REA departments, third parties, sellers, JV partners, and legal counsel.
* Reconcile and analyze differences between historical cost, tax and fair value accounting to provide insights into the financial performance and valuation of real estate assets.
* Provide oversight and guidance on accounting treatment, offering periodic feedback on the quality and thoroughness of work products.
* Review monthly operating results of investments for Fund consolidation and pricing, serving as an escalation point for reporting issues.
* Analyze financial statements and performance metrics (IRR, equity multiples, time-weighted returns, etc.) of real estate investments.
* Engage with independent external auditors and tax practitioners.
* Prepare and review materials valuable for business management, internal stakeholders, and investors.
* Manage outsourced staff, ensuring adherence to responsibilities and deadlines.
Required qualifications, capabilities, and skills:
* CPA certification
* 8+ years of real estate accounting experience, with a strong understanding of historical cost GAAP and FV (Fair Value) reporting standards.
* Bachelor's degree in Accounting
* Strong understanding of complex real estate investment structures, mortgage documents, development management agreements, partnership agreements, property management and leasing agreements, and purchase and sale agreements
* Experience managing consultants and meeting ti...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:54
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Cypress, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:53
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Harness your technical and strategic expertise to shape innovative client solutions and bridge product capabilities with real-world challenges! Join our team of strategists, and help us provide data-informed strategies, design experiments, engage in product design, conduct exploratory analysis, and support driving prioritized organization change implementation.
As a Operations Strategy Associate on the Product & Experience Analytics Team, your role will be a mix of consulting (problem solving, thought leadership, client management), project management (building plans, stakeholder communication), user-centric product design (user research, experience, tech and business architecture design), and analysis.
This role presents you with an opportunity to apply a range of skills to a broad range of challenges, learn about financial services lines of business and products (e.g., credit cards, home loans), and apply knowledge of innovative technologies and methods (e.g.
design thinking, generative AI, Intelligent Automation).
Ultimately, you will help develop and execute actionable data science and analytical solutions in a consulting-style environment to drive efficiency across the product development life cycle at Chase.
Job Responsibilities
* Serve as a consultant aiming to solve business problems that drive qualitative and quantitative business value
* Conduct research to inform strategic proposals for inclusion in internal-facing products designed to drive productivity and efficiency across all employees engaged in building and maintaining the 107 software products at Chase.
* Design and execute implementation plans across prioritized initiatives ranging from product enhancements to experiments across job family personas.
* Manage relationships with senior leaders including supporting presentations to CFO, CTO, and CPO.
* Leverage design thinking practices to develop strategic, end-to-end, scalable solutions; coach others to inject the same practices into their work.
* Synthesize analytical findings for consumption by internal analytical clients and senior executives.
* Establish and manage relationships with internal clients and partners.
* Identify new project opportunities helping to grow our business pipeline for respective books of work.
* Maintain a rigorous controls environment to ensure accurate and timely results.
Required Qualifications, Capabilities, and Skills:
* 3+ years of industry experience in consulting, solution design, or business analytics roles (e.g., marketing analytics, sales analytics, business insights)
* Experience with data analytics and/or visualization techniques (e.g.
SQL, Python, Tableau, Alteryx), as well as big data technologies (e.g.
Hadoop, Cassandra, AWS)
* Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical and senior audiences
* Experience with design thinking practices and tools...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:51
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Conduct research and analysis; assist with product development and prospecting efforts
* Research client inquiries and manage follow up communication and materials
* As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations
* Genuine interest in financial markets and macro-level economic trends
* Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
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 a...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:50
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Elk Grove, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:48
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Pleasant Valley, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:48
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Elkhart, US-IN
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:42
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Make your mark in an innovative product through impactful client collaboration and crafting exceptional solutions that cater to clients' needs.
As a Senior Product Solutions Associate within Merchant Services, eCommerce Payments Products and Solutions, you play a crucial role in defining and configuring complex product solutions for key client relationships and prospect opportunities.
You leverage research and client feedback to craft unique product solutions in collaboration with Sales and coordinate with product teams to support new product development.
Merchant Services is the global payment processing business for JPMorgan Chase & Co processing over $2.2 Trillion in annual transaction volume.
Merchant Services is a leading provider of payment, fraud, and data security for companies of all sizes and is engaging in a multi-year international expansion, platform modernization.
The candidate is a strategic and analytical leader and is passionate about delivering solutions to clients.
The candidate should have experience facilitating and influencing product, sales, and technology transformations.
The candidate should possess an understanding of how corporations leverage payments and fintech services to manage and grow their business.
Job responsibilities
* Supports the strategic definition and configuration of optimal solutions that address clients' needs and objectives through collaboration with our clients and other internal teams such as Sales and Product
* Contributes to the construction of pricing proposals and value analysis reports to demonstrate product benefits to clients
* Delivers compelling oral and written presentations with associated technical skills in building sales decks and training collateral
* Establishes forums to coordinate across the Product Solutions team to enable a successful configuration of solutions
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in problem-solving on a team within a cluster of products
* Experience supporting the sales cycle by producing sales decks, training collateral, pricing proposals, and value analysis reports
* Demonstrated prior experience working in a highly matrixed and complex organization
* Proficiency in Microsoft Word, Excel, and PowerPoint
* Strong sense of ownership, initiative and accountability to join an ambitious fintech environment
Preferred qualifications, capabilities, and skills
* Exposure to, knowledge of and passion for eCommerce and retailing including merchandising, logistics, returns, endless-aisle, and/or omnichannel selling (B2C and/or B2B and/or Direct-to-Consumer)
* Familiarity with payments, merchant services, merchant acquiring, payment processing, and fintech payments products
* Experience in strategy consulting a plus
* MBA degree a plus
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance A...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:38
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J.P.
Morgan Asset Management is committed to providing exceptional service to our clients and business partners.
Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.
Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike.
Our clients face an infinite set of portfolio building challenges.
We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.
As a 529 Relationship Manager and Investment Specialist within J.P.
Morgan Asset Management's Global Strategic Relationship team, you will work with our Education Savings team to develop a successful national sales strategy and deliver results against defined sales, activity and performance metrics.
You will become an expert in education savings, representing our award-winning thought leadership platform to advisors and end-clients nationwide.
You will also manage our relationship with our state client, overseeing all aspects including distribution, investments, marketing, and legal matters.
Job Responsibilities
* Develop targeted sales strategy for delivering results against defined sales, activity and performance metrics and benchmarks
* Work as part of collaborative team of education savings expect and partner with J.P.
Morgan Asset Management's salesforce to help broaden reach of 529 plan solutions
* Build effective cross-functional relationships with Sales, Marketing, Investments, Product, Legal and Operations to drive revenue and client success
* Strategize with key broker-dealer firms on 529 plan goals and initiatives
* Manage day-to-day relationships with existing State partners and Plan recordkeeper; work in conjunction with investment and marketing teams to develop quarterly board presentations, annual due diligence and investment reviews and manage proposals for 529 plan solution enhancements
* Manage 529 product/portfolio/fund updates with the State partner; oversee product workflow and execution across internal + external stakeholders; update and maintain all internal sales and business reporting through SEP and other reporting sources
* Serve as part of team responsible for content development to position the Education Savings Team as industry thought leader; be subject matter expert to internal and external partners; support new hire training, sales desk and servicing support
* Collaborate and guide marketing team on sales growth strategy and execution, target audiences, metrics/tracking, budget allocations; integrate and review product-specific updates across all client content and utilize industry and internal data to identify sales targets/trends
* Support Head of Education Savings 529 Program Director in all aspects of sales, marketing, relationship management and...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:37
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About the Team
J.P.
Morgan is transforming future of private banking by incorporating strong Product and Design discipline along with emerging technologies into the products and services we create.
The Global Private Bank Design team is dedicated to creating cohesive, industry-leading products and experiences that help clients and employees achieve their goals.
Our teams consistently innovate while adhering to the firm's data sharing principles of security, client control and convenience, and privacy.
About the Role
As a Senior Associate UX Designer, you will play a critical role in shaping the user experience across our digital banking and lending platforms for the Private Bank.
You will collaborate with researchers, product designers, content writers, product managers, engineers, and business partners to deliver intuitive, accessible, and impactful solutions tailored to our clients' unique needs.
Your expertise in user-centered design, journey mapping, and prototyping will ensure our products are easy to use, build trust, and drive client satisfaction.
You will champion UX best practices and play a key role in advancing our design standards.
By creating intuitive and engaging experiences, you'll help clients grow, manage, and optimize their finances, empowering them to achieve their financial goals.
Key Responsibilities
Develop high-quality, scalable design solutions that enhance the private banking user experience and support business objectives
Make informed, impactful design decisions that align with business goals and operational needs
Apply expertise in private banking and user experience to improve client engagement and drive business success
Adhere to established design systems and patterns, ensuring consistency and scalability across digital products
Focus on effective layout, information architecture, and usability to deliver intuitive and engaging user experiences
Define and document user journeys, collaborating with product managers and cross-functional teams to align design solutions with product strategy
Continuously expand business knowledge and integrate insights into design work
Present design work professionally and independently to stakeholders, clearly communicating key insights and rationale
Proactively seek and respond to feedback, continuously improving design outcomes
Demonstrate flexibility to collaborate with international colleagues
Required Qualifications, Skills, and Capabilities
3-6 years of experience in experience design or a related field, with a proven track record on complex digital projects
Online portfolio demonstrating strong product design experience, required for application (please include any passwords if password protected)
Proficiency in Figma, with the ability to create assets that are easily transferable and reusable
Experience working within design systems and applying established patterns for consistency
Strong skills in layout, information architecture, and usability, with th...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:35
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If you are looking for a game-changing career, working for one of the world's leading financial institutions, you've come to the right place.
As a Principal Software Engineer at JPMorganChase within the Card Technology group, you provide expertise and engineering excellence as an integral part of an agile team to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Job responsibilities
* Creates complex and scalable coding frameworks using appropriate software design frameworks
* Collaborate with cross-functional teams to define API standards, best practices, and integration strategies.
* Drive technical decisions and mentor engineering teams in modern API development methodologies.
* Ensure robust API security, monitoring, and documentation to support enterprise-grade applications.
* Advises cross-functional teams on technological matters within your domain of expertise
* Serves as the function's go-to subject matter expert
* Contributes to the development of technical methods in specialized fields in line with the latest product development methodologies
* Lead the design and development of scalable RESTful APIs using Java, ensuring high performance and reliability.
* Architect and implement API solutions on AWS, leveraging cloud-native services for optimal efficiency and security.
* Influences leaders and senior stakeholders across business, product, and technology teams
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Expert in Java, Spring Boot, AWS
* Advanced knowledge of software application development and technical processes with considerable in-depth knowledge in APIs
* Experience applying expertise and new methods to determine solutions for complex technology problems in one or more technical disciplines
* Ability to present and effectively communicate with Senior Leaders and Executives
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:34
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Job Summary
As a part of the team of portfolio managers, data scientists, and ML Engineers, you will design, build, and operationalize AI/ML capabilities that contribute directly to the team's investment process-from research through production.
Your problem-solving capabilities will have a high impact on the team's efforts to identify investment opportunities for the US Equity portfolios managed by the team.
Job Responsibilities
* Implement scalable data ingestion and transformation pipelines for financial and alternative data
* Design, deploy, and operate inference services and monitoring for large models
* Contribute to robust workflows: experiment tracking, reproducibility, evaluation, and post-deployment monitoring
* Work closely with the portfolio management team to develop new investment capabilities
* Optimize cost, performance, and reliability in cloud environments
Required Qualifications, Capabilities, and Skills:
* 3+ years of relevant experience building large-scale data and modeling pipelines
* Strong proficiency in Python and experience working with REST APIs and OAuth workflows
* Advanced familiarity with cloud computing platforms (e.g., AWS, Google Cloud, Azure)
* Intellectual curiosity and passion for problem solving
Preferred Qualifications, Capabilities, and Skills:
* Experience working with large-scale natural language processing workflows
* Strong familiarity with deep learning frameworks and libraries (e.g.
PyTorch, Tensorflow)
* Demonstrated success deploying systems into cloud environments (AWS preferred)
* Interest in financial markets and Equity market investing
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to o...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-07 08:11:32
