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Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios.
FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
As an Associate in Planning & Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.
You must have sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously.
You must also be comfortable with frequently changing priorities and detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously.
Job responsibilities
* Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
* Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
* Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
* Create, maintain and review financial models and analyses (both recurring and ad-hoc)
* Conduct \"deep dive\" analyses on key issues impacting client to determine root cause and propose solutions
* Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
* Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams
Required qualifications, capabilities, and skills
* Bachelor's in Finance, Economics, or Accounting
* At least 3 years of relevant FP&A experience in the financial services industry
* Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously.
Candidate must be comfortable with frequently changing priorities
* Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
* Excellent organizational, management, and both verbal and written communication skills
* Strong quantitative, analytical, and problem solving skills
* Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
* Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:22
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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 Vice President within the Credit Risk Controller Data Management team, you will join the Credit Risk Controller Data Management team in an analytical role where you'll engage with stakeholders to transform discussions into high-quality outcomes.
As strategic partners to Risk and Compliance, and Finance, you'll provide accurate data and narratives on credit risk for the Firm's wholesale business and collaborate with key stakeholders, including the Firmwide Chief Risk Officer and Chief Financial Officer, to support JPMorgan Chase's growth by anticipating risks and solving real-world challenges.
Embrace a culture that values innovation and excellence in Risk Management and Compliance.
Job Responsibilities:
* Lead Firmwide strategic initiatives with Risk, Finance, and Product partners to enhance data and technology capabilities-managing requirements gathering, impact assessments, and user acceptance testing
* Identify, evaluate, and define strategic data sources and critical data elements for credit risk processes and applications; document end-to-end data lineage, sourcing, consumption, and transformation.
* Partner with cross-functional teams to streamline data sourcing workflows, eliminate duplication, and drive operational efficiency.
* Analyze datasets for completeness and accuracy; detect and remediate data quality issues affecting the Risk Controller organization.
* Develop and implement data automation solutions-leveraging system feeds and Large Language Models (LLMs)-to optimize reporting and analytics.
* Champion creative problem-solving and challenge the status quo to deliver on key objectives across Firmwide Risk and Risk Controllers organizations.
* Communicate project progress, findings, and recommendations clearly and concisely to stakeholders at all levels.
Required qualifications, capabilities, and skills:
* Bachelor's degree in a related discipline such as Business Administration, Finance, Data Science or Analytics
* 7+ years of demonstrated leadership with experience in data analytics or data architecture
* Experience in Credit Risk, Risk Management, project management, or related capacity
* Strong written and verbal communication skills with the ability to effectively message to colleagues across all levels
* Demonstrated ability to work across diverse groups to understand issue drivers and business requirements while collaborating with partners to build conse...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:20
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Join our successful team dedicated to investing in New Market Tax Credit (NMTC) projects.
As a Structured Finance Management Associate , you will play a key role in managing the bank's New Market Tax Credits (NMTC) and State Tax Credits initiatives.
You will serve as the primary point of contact for Community Development Entities (CDEs) and project borrowers (QALICBs) following the closing of a New Markets Tax Credit transaction.
Additionally, you will act as the business-side liaison between our clients and the internal groups that service our Tax Credit transactions.
The ideal candidate will excel in a fast-paced, entrepreneurial environment, showcasing adaptability and keen attention to detail.
Job Responsibilities
* Prepare credit approval documents for Community Development Tax Credit equity investments
* Closing execution with other Project team members
* Work closely with the Project Team members, Chase Credit, and Legal on distressed projects
* Assist in creating monthly, quarterly, and semi-annual investment reports.
* Perform reporting of community development project impact and program reporting to the U.S.
Treasury.
* Maintain ticklers for internal and external reporting.
* Assist in program compliance reviews and manage organizational tasks required during the closing of New Market Tax Credit investments.
* Collaborate with QALICBs, CDEs, and lenders post-close to ensure accurate transaction flow during the 7-year compliance period.
Required qualifications, skills, and capabilities
* 2-4 years of experience in banking, lending, or credit.
* Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience) preferred.
* Strong analytical and writing skills.
* Excellent interpersonal, communication, and teamwork abilities.
* Proficient in computer skills.
* Bachelor's degree preferred.
Preferred qualifications, skills and capabilities
* Bachelor's degree preferred.
The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer.
It may be different than what is listed on the requisition based on candidate experience level.
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 forfeitab...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:20
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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 Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Layton, US-UT
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:19
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The Corporate & Investment Bank is a global leader in investment banking, wholesale payments, markets, and securities services.
Trusted by the world's most important corporations, governments, and institutions, we operate in more than 100 countries.
Our teams provide strategic advice, raise capital, manage risk, and extend liquidity across global markets.
The Digital team is committed to developing innovative, industry-leading products and experiences that empower customers to access, share, and control their financial data-enabling smarter financial decisions.
We foster innovation while upholding the firm's core principles of security, customer control, convenience, and privacy.
Job Description
Are you passionate about shaping the future of product innovation? As a senior leader, you will drive value for sales, guide successful product launches, and consistently exceed expectations.
Join our high-performing Digital Sales Products Team and make a meaningful impact by delivering high-quality products that transform the way we do business within Markets.
As a Product Manager - Sales Applied AI & Insights Executive Director - in Digital Sales, you will play a pivotal role in leveraging emerging technologies such as GenAI to create unique products and actionable insights.
You will serve as the voice of sales, influencing the development of cutting-edge products by the Applied AI team.
Your responsibilities include driving user engagement, connecting with users and stakeholders to ensure adoption, mapping feedback to product enhancements, and proactively identifying key features to further advance our products.
Job responsibilities:
* Define and articulate a compelling product vision and strategy, establishing a clear roadmap
* Develop user journey mapping and end-to-end requirements
* Drive compliance approvals and collaborate closely with Controls partners
* Own product adoption targets and maintain regular user engagement
* Collaborate with internal stakeholders to gather requirements, prioritize features, and serve as the liaison between sales business units and QR, Data Science, and Technology teams
* Partner with the Chief Data Office to ensure data assets are available and data quality issues are addressed
* Implement innovative, data-driven insights using GenAI solutions
Required qualifications, capabilities, and skills:
* Extensive experience in product management or a relevant domain
* Extensive understanding of Financial Services and its various Lines of Business
* Extensive knowledge of the product development lifecycle, design, and data analytics
* Proven ability to lead product lifecycle activities, including discovery, ideation, strategic development, requirements definition, and value management
* Experience leveraging data assets to generate unique insights
* Proficiency in cloud computing and architecture, ML platform processes, and tools spanning ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:17
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other informatio...
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Type: Permanent Location: Carlsbad, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:17
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Join a dynamic Chase Branded Cards Go to Market team and play a pivotal role in shaping the future of Chase Branded Cards.
As Senior Associate, Go to Market Delivery, you will help bring to market innovative card products, delivering market-leading value to millions of consumers and small businesses.
Job Summary:
As a Senior Associate, Go to Market Delivery, you will support go to market planning and execution of card product launches and refreshes across Chase Branded Cards flagship portfolios (Slate, Freedom, Sapphire, and Ink).
You will partner with VP, Go to Market Lead to establish robust go to market program, oversee overarching go to market plan, and driving delivery of key milestones and resolution of strategic issues, ensuring successful market launches of innovative card products in a complex, matrixed environment.
This is a unique opportunity to help accelerate Chase Branded Cards roadmap and bring to market the next generation of Chase Branded Cards.
Job responsibilities:
* Drive delivery of high-impact strategic initiatives in a complex matrix environment, partnering with cross-functional teams to bring best-in-class card products to market.
* Manage complex, integrated program from ideation to execution, including planning, development of project plans, deliverable tracking, and milestone management to ensure timely and seamless delivery.
* Lead launch readiness forums with senior leaders across card business and functional partners, ensuring readiness and alignment across all stakeholders.
* Support delivery of comprehensive go-to-market plans to amplify impact across customer-facing channels, e.g., acquisition, branch, and servicing.
* Identify and address key milestones, strategic issues, and interdependencies, driving them to resolution across all stakeholders.
* Build strong relationships with Chase Branded Card product and marketing teams, business partners, and cross-functional teams.
* Become an expert in new product launches, supporting development of evergreen product launch and go-to-market playbook.
Required qualifications, capabilities, and skills:
* 3+ years of experience in product marketing, go to market strategy, product leadership, consulting, or corporate development, preferably in financial services or payments.
* Proven ability to develop high impact strategies, execute complex initiatives, and deliver results in a complex, matrixed environment.
* Excellent organization and project management skills, with strong attention to detail and a drive to execute tasks effectively and efficiently.
* Strong orientation towards understanding customer needs and delivering solutions that exceed expectations for both external and internal customers.
* Strong analytical and solution-oriented skills, with the ability to structure problems, frame decisions, and drive resolutions.
* Strong ability to identify and articulate connections across complex systems ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:16
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Appleton, US-WI
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:15
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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: Boulder, US-CO
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:14
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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: Kenner, US-LA
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:13
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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: Lockport, US-LA
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:12
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Woodland, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:11
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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 JPMorganChase within the Consumer & Community Banking Deposits 2.0, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Owns the governance of quality coverage across all scrum teams, including unit, integration, contract, and end-to-end testing
* Defines and monitors quality metrics such as coverage percentage, defect leakage, and automation effectiveness
* Provides technical guidance and conducts code/test reviews to ensure depth and completeness of test coverage
* Acts as the bridge between development and quality enablement, driving consistency and best practices across teams
* Maintains and evolves test frameworks, tools, and CI/CD quality gates to support robust automation utilizing
* Analyzes codebases and pipelines to identify gaps in test coverage and improve testability and observability
* Integrates static analysis, code coverage, and test reporting tools into the delivery pipeline
* Collaborates across Tech teams to maintain quality gates in CI/CD and reviews automation ROI to guide teams toward effective, maintainable coverage
* Fosters a team culture of diversity, inclusion, and respect, supporting collaboration and professional growth in quality initiatives
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Strong coding proficiency in Java, Python, or equivalent languages
* Deep expertise in test automation frameworks, for backend APIs and stream services, integrating coverage and quality metrics
* Solid understanding of contract testing, mocking frameworks, service virtualization, and automation best practices
* Proven experience with CI/CD pipelines and toolsets (GitHub Actions, Jenkins, GitLab), SDLC, and continuous delivery methods
* Advanced knowledge of agile methodologies, application resiliency, security, shift-left quality enablement
* Experience creating scalable microservices using Java, Spring Boot, Kafka for financial services; utilizing CI/CD toolsets (including GIT, Jenkins, JUnit, and Mockito) to develop high-quality software
* Hands-on leadership experience with varying levels of Software Engineers in an agile environment
Preferred qualifications, capabilities, and skills
* Experience in AWS services (EKS, ECS, EC2, VPC, S3, IAM, Lambda, Aurora Postgres, Route53, ELB, API Gateway), Terraform for Infrastructure as Code (IaC), and pr...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:10
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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 Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Charleston, US-SC
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:10
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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 challenging the status quo and striving to be best in class.
As a Vice President, Data Scientist in the Data Science team, you will help us shape the future of financial services by developing and implementing advanced AI solutions.
You will collaborate with product, engineering, and business partners to create impactful, scalable tools that drive real business value.
In this role, you will have the opportunity to experiment, learn, and innovate alongside a diverse team, leveraging your expertise in data science and finance.
Together, we will deliver solutions that transform how we operate and serve our clients.
Join us to make a meaningful difference and grow your career in a dynamic, inclusive environment.
Job Responsibilities
* Demonstrate proficiency in the end-to-end model development lifecycle, including planning, execution, continuous improvement, risk management, and ensuring solutions are scalable and aligned with business objectives.
* Collaborate with senior leaders to re-engineer processes by embedding AI into current workflows, driving change and efficiency.
* Design, build, and deploy impactful AI and data-driven applications using cloud, data mesh, and knowledge base technologies such as centralized repositories, semantic search, and automated information retrieval systems that organize, store, and provide easy access to critical business data and insights.
* Integrate advanced analytics models and applications into operational workflows to ensure business value and adoption.
* Contribute to research initiatives and pilot projects to identify and apply cutting-edge AI/ML solutions, including GenAI and agentic technologies.
* Implement robust drift monitoring and model retraining processes to maintain accuracy and performance through ongoing performance monitoring.
* Communicate analytical findings and recommendations to senior leadership.
Required Qualifications, Capabilities, and Skills
* Minimum 6+ years of experience in data science, analytics or a related field.
* Proven track record of deploying, operationalizing, and managing AI, ML, and advanced analytics models in a large-scale enterprise environment.
* Experience in AI/ML algorithms, statistical modeling, and scalable data processing pipelines.
* Experience with A/B experimentation and the ability to develop and debug production-quality code.
* Strong written and verbal communication skills, with the ability to convey technical concepts and results to both technical and business audiences.
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:08
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Join our fun, high-energy team as a Community 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 Community 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
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* 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
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* Ability to read, write and speak Spanish fluently.
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval required for internal Home Lending Advisors who have been in their positi...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:06
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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: Rockford, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:05
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorganChase within the Consumer and Community Banking, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
We are seeking a seasoned Senior Lead Software Engineer with a proven background in designing and delivering large-scale audience, data-hub, and real-time platforms.
This position is ideal for a technical leader who excels at transforming complex data ecosystems into robust, production-grade solutions.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect .
* Oversee end-to-end architecture for advanced data platforms, including audience management, data hubs, and real-time decisioning systems
* Lead the design, delivery, and optimization of solutions that handle high volumes of data and meet sub-second SLAs
* Guide and mentor engineering teams in technical delivery, best practices, and performance optimization
* Influence cross-functional teams to adopt and integrate advanced data solutions.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Development experience in Java and/or Python
* Experience building RESTful backend applications using Spring Boot
* Proficiency in SQL and NoSQL databases such as Oracle, Postgres, Cassandra, etc.
* Experience in designing, building, and maintaining API services, with knowledge of Microservices Design Patterns
* Experience working with tools like Terraform to provision AWS cloud services
* Practical cloud native experience with AWS technologies, like Glue, Athena, and S3
* Advanced knowledge of software applications and technical processes with considerable in-depth...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:03
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Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges.
Collaborate closely with diverse teams, be the catalyst for transformative client experiences, and redefine solution-oriented success.
As a Client Solutions Architect Manager in J.P.
Morgan Healthcare Payments- ISV Independent Software Vendor, you are an integral part of a team that innovates and supports the sales process for the technical adoption of comprehensive product solutions for clients with complex challenges.
Leveraging your technical expertise in specific products and industries, you develop viable solutions that add value to clients, track how clients are using our products, and ensure results are realized.
Drive success of Embedded Payments solutions for our ISV software partners through solution planning, end to end performance monitoring and cross functional collaboration across Healthcare Payments
Job responsibilities
* Lead the solutioning and provide tailored project charters to assigned clients, taking into account the complexity, technology stack, client objectives, and desired outcomes.
* Exhibits a consultative approach with clients and works to deeply understand current to future state with product implementation experience
* Serves as a subject matter expert on healthcare ISV products and capabilities with a deep understanding of our clients' needs and current industry trends
* Focused on organization in fast-paced environment with ability to manage multiple projects/deliverables simultaneously
* Build and maintain strong relationships with key internal partners in Banking, Treasury, Client Solutions, Operations and Product Management
* Leads the configuration and modification of the firm's products and solutions, often in partnership with Technology, to fit complex client use cases
* Supports Sales in solutioning and mandating deal stages for pricing, pipeline planning, and account planning
* Engages with technical members of client teams to deliver presentations and technical demonstrations on product capabilities and solutions.
Identifies and defines development requirements for product design enhancements based on client feedback
* Support ISV sales and solutioning teams in developing and implementing strategic plans that outline goals, timelines, and success metrics for ISV partnerships, ensuring all stakeholders are aligned on priorities.
* Track and analyze the performance of ISV partnerships, using data-driven insights to identify areas for improvement and partner with functional owners to implement necessary changes to enhance partner and customer experiences
* Collaborate with key organizational functions, including sales, marketing, client onboarding, client service, product, and technology, to ensure a unified approach in delivering embedded payment solutions
Required qualifications, capabilities, and skills
* 5+ ye...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:02
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Join the Commercial & Investment Bank (CIB) Finance & Business Management (F&BM) team as an Associate supporting people experience, sitewide initiatives, custom project support, and communications across Wholesale Lending Services (WLS).
Be a key partner in driving employee engagement, operational efficiency, and consistent communications across the organization.
As a Finance & Business Management Associate within the Commercial & Investment Bank, you will partner with WLS leadership to design and deliver people experience initiatives, manage communications strategies, and support custom projects.
Your role involves maintaining SharePoint sites, leveraging Microsoft Teams for collaboration, and tracking program performance and engagement.
Job Responsibilities:
* Partner with WLS leadership to design, manage, and deliver sitewide people experience initiatives and events.
* Provide support for custom projects and ad hoc initiatives aligned to business priorities.
* Manage and execute communications strategies, including drafting, editing, and distributing key messages across multiple channels.
* Maintain and enhance team SharePoint sites to ensure they are user-friendly and organized.
* Leverage Microsoft Teams to improve collaboration, workflows, and knowledge sharing across CIB F&BM.
* Track, report, and provide insights on program performance, communications effectiveness, and engagement.
* Ensure alignment of messaging and initiatives with broader firmwide priorities.
* Support content creation and logistics for townhalls, info share sessions, and recognition programs.
* Contribute to the development and management of the F&BM portal and WLS video channel.
* Collaborate with cross-functional teams to drive employee engagement and recognition initiatives.
* Assist with data analysis and reporting to inform decision-making and measure impact.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in Finance, Business, Communications, or related field (or equivalent work experience).
* 2 years of experience in business management, project support, communications, or a related function.
* Understanding of Tableau concepts (dashboards, worksheets, data connections, calculated fields, filters, parameters).
* Strong written and verbal communication skills; ability to craft clear and concise messaging for diverse audiences.
* Proven ability to manage multiple priorities with attention to detail.
* Demonstrated collaboration skills and ability to work effectively across teams and functions.
* Familiarity with SharePoint site administration and content management.
* Working knowledge of advanced Microsoft Teams functionality (channels, workflows, file management, integrations).
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Preferred Qualifications, Skills, and Capabilities:
* Experience supporting large-scal...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:02
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Join a team where your expertise in data governance will shape the future of data management at JPMorgan Chase.
As part of the CIB Chief Data Office, you'll have the opportunity to drive strategic initiatives, collaborate with senior leaders, and make a visible impact in a dynamic environment.
We offer career growth, skill development, and the chance to work on high-profile projects that influence the firm's data strategy.
As a Data Governance Associate in the CIB Chief Data Office, you will play a key role in supporting the development and execution of data governance frameworks within the Commercial & Investment Bank.
You'll work closely with stakeholders across CIB and corporate functions to manage data risk, deliver actionable insights, and ensure compliance with firmwide standards.
You will be part of a collaborative team that values innovation, partnership, and continuous improvement.
You will partner with executives and cross-functional teams to implement governance processes, develop tools, and support automation initiatives.
This role offers exposure to emerging technologies and the opportunity to contribute to strategic data projects, including AI/ML governance and regulatory compliance.
Job Responsibilities
* Prepare materials and documentation for Data Governance Forums and maintain governance inventories
* Support implementation of CIB Data Owner and CDO roles, ensuring timely completion of governance tasks
* Generate and distribute MIS reports, dashboards, and training metrics
* Refresh and manage governance documentation, including procedures and operating models
* Develop presentations for stakeholders, regulators, and clients
* Partner with CIB CDO executives to deliver data strategy and adhere to program governance requirements
* Conduct assurance activities and collaborate on data risk identification and management
* Report and escalate data risks, support planning, and ensure compliance with policies and regulations
* Deliver training and awareness campaigns, acting as a trusted advisor for data ownership
* Liaise for audit, regulatory, and client requests, applying analytical and visualization skills
* Manage project plans and coordinate across teams, including AI/ML, business, and technology partners
Required Qualifications, Capabilities, and Skills
* Self-motivated and able to thrive in a fast-paced, results-driven environment
* Minimum four years of experience in financial services or financial technology, leading complex projects with multiple stakeholders
* Background in financial services with emphasis on data governance, data risk management, or related disciplines
* Strong analytical and problem-solving abilities, with a holistic understanding of business objectives
* Excellent communication, presentation, and influencing skills; proficient in Excel and PowerPoint
* Proven ability to work effectively with management and stakeho...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:01
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If you are passionate about servicing and delivering solutions to clients, you have found the right team!
As a Client Manager Associate in the Escrow and Paying Agency Team, you will report into the Escrow and Paying Agency Team Lead and will be responsible for innovation, managing a portfolio of Escrow and Paying Agent relationships, and overseeing all aspects of account management.
The Client Manager will work in collaboration with teammates and accountability for all aspects of the Escrow and Paying Agent transactions.
JPMorgan Liquidity & Account Solutions ("L&AS") works with global clients with complex cash management needs who operates across multiple countries, currencies, legal entities, and time zones, including multi-national corporations, high-growth technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers.
Our advanced, end-to-end solutions which combine physical, notional and virtual techniques enable our clients to achieve visibility, control and optimization of working capital.
Job Responsibilities:
* Provide strong customer service by responding quickly and accurately to client requests, offering solutions to client needs, and developing and maintaining client relationships.
* Manage client accounts, including initiating payments upon client instruction while ensuring that overdrafts and operating losses are avoided.
* Review, action and approve account ticklers (reminders) in a timely manner.
Ensure all account information is kept up-to-date and monitor account risks.
* Analyze legal agreements and supporting documentation from M&A shareholders to make decisions on funds release.
* Ensure all account activities comply with the relevant governing escrow and paying agency agreement and JPMorgan policies and procedures, including account documentation, callbacks, investments, billing, account setup, and account termination.
* Partner with Middle Office, Product Management and Sales to maximize new business opportunities with existing client base.
* Provide strong customer service by responding quickly and accurately to client requests, offering solutions to client needs and developing and maintaining client relationships.
* Participate in and lead special projects to improve process efficiencies and the client experience, including the timely and accurate completion of project-related deliverables.
Required qualifications, capabilities, and skills:
* Bachelor's Degree in Business or Finance
* 2+ years of work experience in financial services
* Familiarity with legal agreements through past work experience
* Ability to excel working in a fast-paced, client-focused environment that requires problem solving and strong attention to detail
* Team player, proactive, multitasker, strong organizational skills, strong attention to risk controls.
* Strong verbal and written communication skills; ability to build stro...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-01 07:30:59
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Join JPMorgan Chase's Risk Management and Compliance team, where your expertise helps safeguard the firm's financial strength and resilience.
As an Interest Rate Risk Analyst, you'll be at the forefront of identifying and managing risks that impact our business, customers, and communities.
We foster a culture of innovation, challenging the status quo, and striving for best-in-class risk practices.
Your analytical skills and forward-thinking approach will help shape the future of our Treasury and Chief Investment Office.
Make a meaningful impact by leveraging technology and market insights to navigate a complex regulatory landscape.
As an Interest Rate Risk Analyst in the Treasury and Chief Investment Office (CIO) team, you will play a critical role in managing the firm's interest rate risk exposure arising from core banking activities and investment portfolios.
You will have the opportunity to conduct deep-dive analyses, develop market scenarios, and provide actionable insights for senior management.
This role offers a unique opportunity to collaborate across global teams, integrate advanced technologies into risk management workflows, and contribute to the evolution of risk practices at one of the world's leading financial institutions.
Job Responsibilities:
* Monitor and manage interest rate risk (IRR) in the banking book, including key metrics such as Earnings at Risk, Duration of Equity, and Economic Value of Equity
* Conduct deep-dive analyses and market scenario assessments to identify emerging risks and blind spots
* Summarize analytical findings and intuitions for management reports and presentations
* Integrate new technologies, including AI, Python, and Databricks, into risk management workflows
* Provide analytical support for IRR management strategies, modeling assumptions, and connectivity to related risks (Liquidity and Capital Risk)
* Independently assess IRR strategies and changes to modeling assumptions, including deposits and mortgages
* Stay informed on market trends and macroeconomic environments to guide the firm through complex ALM and regulatory challenges
* Collaborate with IRR coverage teams across lines of business and global legal entities (EMEA and APAC)
* Support the evolution of risk practices and contribute to the development of best-in-class methodologies
* Ensure compliance with regulatory requirements and internal risk limits
* Communicate complex concepts clearly to both technical and non-technical stakeholders
Required Qualifications, Capabilities, and Skills:
* Minimum 3+ year of experience in Trading, Risk Management, Treasury, or Finance function
* Proficiency in Python, SQL, or similar programming languages
* Familiarity with AI and Machine Learning applications in financial analysis
* Excellent oral and written communication skills, with ability to articulate complex concepts for managemen
* Strong analytical skills and h...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-01 07:30:58
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Waco, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-01 07:30:50
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors.
Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness.
You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships.
Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements.
You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
Preferred qualifications, capabi...
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Type: Permanent Location: Manhasset, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-01 07:30:48
