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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred qualifications, capabilities, and skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
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Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:24
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Join us as we embark on a journey of collaboration and innovation, where your unique skills and talents will be valued and celebrated.
Together we will create a brighter future and make a meaningful difference.
As a Lead Data Engineer - Mainframe, DBA/IMS/DB2 at JPMorgan Chase within the Consumer & Community Banking - Card Platform Services Team, you are an integral part of an agile team that works to enhance, build, and deliver database requirements to meet product business deliverables by ensuring the data is always available, accessible , reliable and recoverable.
As a core technical contributor, you are responsible for maintaining the critical database and architectures across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Administer, design, implement and support highly available and scalable Mainframe DB2 & IMS database solutions
* Implement data models, database designs, data access and table maintenance codes.
* Implement and maintaining the DB2/IMS Databases with High Availability features using Data Partitioning and Database replications.
* Resolve database performance issues, database capacity issues, replication and other data issues.
* Work with Information Architects and Database Designers to implement the physical data model.
* Develop the database performance monitoring process and analyze data for optimization opportunities.
* Provide up to Level 2 on call support for the 24/7 DB2/IMS database environment.
* Manage on-site backup and recovery process.
* Plan for and execute required database upgrades or migrations.
* Work with database admin tools like CA Platinum/ BMC/ IBM Admin tools, Mainview, IBM Data Studio, BMC Recovery management etc.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Database design/development, integration, performance monitoring & tuning, systems re-engineering and Operations support.
* Knowledge of DB2 for z/OS along with mainframe related tools such as BMC, CA Platinum for monitoring, SMPE, ISPF, SMS, SMF.
* Expertise with IMS Full Function/Fast Path database implementation, REXX programming and MQ
* Experience in IBM Replication CDC , QREP.
* Capable of creating the roadmap, processes, best practices, standards, and strategies for continuous improvement, resiliency, and scalability.
* Experience with Atlassian tools like Jira, Confluence.
* Proven background on database engineering, automation, monitoring, performance engineering design and implementations.
* Strong execution mind-set to manage and track progress against transformation goals.
* Knowledge of industry-wide technology trends and best practices.
Preferred qualifications, capabilities, and skills
* Experience providing 24x7 rotational support.
*...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:23
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Join the Commercial and Investment Banking Planning and Analysis Transformation and Innovation to enable the production of reporting and analytics while modernizing our planning processes and data consumption patterns!
As a Product Owner, within the Corporate and Investment Banking Central Planning and Analysis team, you will shape our product strategy, manage a backlog, and collaborate with various stakeholders, while having the opportunity to devise data strategies and generate influential analytics to bolster the business strategy.
Job Responsibilities:
* Develop and execute on our data and product strategy that delivers value to the end users
* Conduct user interviews and prioritize user needs, test ideas, and turn them into effective solutions
* Build dashboards and perform data analysis using SQL and Python
* Understand financial data models across various data products
* Collaborate and present technical information in a clear and concise manner to a variety of audiences
* Establish and maintain collaborative partnerships with stakeholders
Required qualification, capabilities, and skills:
* 7+ years of experience wit product management or relevant domain expertise; Bachelors degree in a relevant field such as BA, Computer Science, Information Systems, Engineering, marketing, or Economics.
* Excellent communication skills, effectively conveying complex data concepts to both technical and non-technical stakeholders
* Ability to formulate product strategy, roadmap and managing a backlog
* Strong understanding of data models, and BI tools (Qlik and Tableau)
* Experience in data analytics (e.g., SQL or Python) with the ability to analyze data for decision-making
* Financial services industry domain expertise
Preferred qualifications, capabilities, and skills:
* Knowledge of cloud-based data platforms and technologies, such as AWS and Databricks
* Experience with emerging data consumption tools
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form 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 wellne...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:23
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Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.
As a Product Director in the Claims & Dispute organization at JPMorgan Chase, you will lead innovation through the development of products and features that delight customers.
You will leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams to create groundbreaking solutions that address customer needs.
Consumer & Community Banking (CCB) Operations Product organization provides critical cross-line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees.
As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy and building the roadmap to solutions that impact millions.
Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility.
Job Responsibilities:
* Oversee the product roadmap, vision, development, execution, risk management, and business growth targets.
* Lead the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth.
* Coach and mentor the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives.
* Own product performance and be accountable for investing in enhancements to achieve business objectives.
* Monitor market trends, conduct competitive analysis, and identify opportunities for product differentiation.
Required Qualifications, Capabilities, and Skills:
* 8 years of experience or equivalent expertise delivering products, projects, or technology applications.
* Extensive knowledge of the product development life cycle, technical design, and data analytics.
* Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management.
* Experience driving change within organizations and managing stakeholders across multiple functions.
* Partners closely with the Product Director to drive the execution of complex initiatives through the entire product life cycle including discovery, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:22
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Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
As a Technology Risk & Controls Lead in Infrastructure Platforms, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards.
You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards.
By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations.
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals.
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work.
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance.
* Prepare regular governance reporting materials on the state of the control environment.
* Investigate and respond to metrics, triggers and alerts which may indicate a potential control issue.
* Review standards and controls against regulatory requirements and industry practices.
* Partner with stakeholders from across the bank to assist in their execution of various technology risk management processes.
Required qualifications, capabilities, and skills:
* 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation.
* Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies.
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives.
Preferred qualifications, capabilities, and skills
* An understanding of Enterprise Risk Management practices in a technical environment.
* Technical and operational understanding of financial services regu...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:21
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Corporate Sector, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities:
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills:
* Formal training or certification on Software Engineering concepts and 5+ years applied experience.
* Expertise in Java, Spring Core, Spring Boot, REST APIs, JPA (OR) Python and relevant microservices framework.
* Expertise in JavaScript, Typescript, React and popular test framework for UI
* Proficiency in Object-Oriented Design (OOD) and Test Driven Development (TTD), with hands-on experience in test automation frameworks like Junit, Mockito, Playwright and Cucumber.
* Experience in building cloud-native web applications.
* Strong understanding of security standards such as OAuth, TLS, and Kerberos.
* Knowledge of Domain Driven Design, microservices patterns, and modern architectures.
* Familiarity with log/metric collection and monitoring technologies like ELK stack, Prometheus, Grafana, AppDynamics, and Splunk.
* Exposure to NoSQL databases such as Cassandra.
* Experience with event-driven processing using Kafka.
* Hands-on experience with building CI/CD pipelines using Git, Maven, Jenkins, SonarQube, and Fortify.
Preferred qualifications, capabilities, and skills:
* Agile software development experience adhering to a product operating model.
* Experience in building enterprise solution focused on Data Analytics will be beneficial
* Experience in Finance Reporting will be beneficial
JPMorganChase, one of the oldest financial...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:21
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
You will build and maintain long-lasting, meaningful relationships with clients by engaging with them to understand their specific financial needs.
You will have the opportunity to help people experience our Customer Promise by 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 Virtual Banking Assistant in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs.
You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate.
You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment.
Job responsibilities
* Operates within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training while learning products, services and procedures quickly and accurately
* Delivers exceptional customer experience by acting with a client-first attitude while engaging and partnering with team members and other lines of business to offer most appropriate solutions
* Exhibits excellent communication skills in person, over the phone and through email while professional, thorough and organized with strong follow-up skills
* Possesses drive, initiative and knowledge to provide financial options for clients using a consultative approach while educating and connecting clients to technology solutions tailoring features and benefits of products and services to clients with differing needs
* Displays confidence with clients when sharing advice, product knowledge and solutions while making personal connections, engaging, educating them and building lasting relationships
Required qualifications, capabilities, and skills
* High school degree, GED or foreign equivalent
* 6+ months of customer service experience
* Reading and speaking in both Spanish and English fluently is required for this role
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Experienced in retail banking, financial services or consu...
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Type: Permanent Location: Detroit, US-MI
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:20
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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: Novi, US-MI
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:19
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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 JPMorgan Chase within the Infrastructure Platforms (IP) team, you provide expertise and engineering excellence in the software development life cycle to ensure that applications, hardware, and systems are optimized for performance and user experience.
Leverage your advanced technical capabilities and collaborate with colleagues across the organization to drive best-in-class outcomes across various technologies to support one or more of the firm's business objectives.
Use your passion to solve customer challenges while bringing down the total cost of ownership.
Job Responsibilities:
* Gain a comprehensive understanding of a wide range of internal and external products across compute, storage, network, database, and middleware to identify bottlenecks in architecture, design, and code.
* Monitor and collect performance statistics, analyzing product performance and scalability across diverse hardware, software, and configurations.
* Proactively anticipate and identify issues that could negatively impact performance, working to eliminate or mitigate them.
* Plan and develop methodologies for standard performance benchmarks and comparisons.
* Design, develop, and implement tools to automate performance measurement and analysis.
* Develop processes to track ROI and application TCO.
* Profile application performance and recommend suitable hardware solutions for various application profiles.
* Utilize a variety of tools and programs to test and analyze code, demonstrating expertise in designing, running, and interpreting test results.
* Serve as performance advisors within teams to ensure performance considerations are integrated into development practices, optimizing infrastructure scalability.
* Influence leaders and senior stakeholders across business, product, and technology teams.
Required Qualifications, Capabilities, and Skills:
* Formal training or certification in software engineering concepts with 5+ years of applied experience.
* Hands-on experience in delivering system design, application development, testing, and operational stability concepts, with a proven track record of leading technologists to manage, anticipate, and solve complex technical challenges within your domain and across the organization.
* Experience with modern private and public cloud infrastructure platforms.
* Proficiency in performance troubleshooting skills.
* Ability to optimize software solutions for execution speed, memory efficiency, and communication latency.
* Experience with both Linux and Windows operating systems, a broad variety of databases, and infrastructure across compute, network, and storage.
* Ability to benchmark performance metrics for any given business case.
* Strong communication sk...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:19
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Become an integral part of Global Commercial Banking Latin America team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Global Commercial Banking Latin America, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Fluent in Spanish; able to read and write coorespondences
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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.
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:18
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Infrastructure Platforms team, you will serve as a seasoned member of an agile team, designing and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
You will be responsible for implementing critical technology solutions across multiple technical areas within various business functions, supporting the firm's business objectives.
Job responsibilities
* Execute software solutions, design, development, and technical troubleshooting, with the ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Create secure and high-quality production code and maintain algorithms that run synchronously with appropriate systems
* Produce architecture and design artifacts for complex applications, ensuring design constraints are met during software code development
* Gather, analyze, synthesize, and develop visualizations and reporting from large, diverse data sets to support continuous improvement of software applications and systems
* Proactively identify hidden problems and patterns in data, using these insights to drive improvements in coding hygiene and system architecture
* Contribute to software engineering communities of practice and participate in events that explore new and emerging technologies
* Foster a team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification in software engineering concepts and 3+ years of applied experience
* Experience with modern private and public cloud infrastructure platforms
* Proficiency in performance troubleshooting
* Ability to optimize software solutions for execution speed, memory efficiency, and communication latency
* Experience with both Linux and Windows operating systems, a broad variety of databases, and infrastructure across compute, network, and storage
* Ability to benchmark performance metrics for any given business case
* Strong communication skills, with the ability to present and effectively communicate with teams
* Experience in creating, tracking, measuring, and interpreting Key Performance Indicators to develop performance recommendations and roadmaps
Preferred qualifications, capabilities, and skills
* Experience in Infrastructure Architecture designs.
* Direct experience in Performance Engineering.
* Knowledge of industry-wide technology trends and best practices.
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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChas...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:15
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Step into the role of a J.P.
Morgan Brand Strategy Associate where you will help shape the future of one of the world's most prestigious brands.
In this role you will support key strategic brand initiatives across our consumer and wholesale businesses including managing the brand identity, positioning, messaging, architecture, naming, campaign planning, and defining go to market strategies.
You will be at the center of everything- partnering with cross-functional teams, applying research insights, help bring new innovations to our identity, and be the expert of the brand to help drive our businesses forward.
As the J.P.
Morgan Brand Strategy Associate on the firmwide brand team, you will play a pivotal role in shaping J.P.
Morgan's creative vision and strategic direction-driving impactful creative, shaping campaigns and advancing strategic initiatives across brand architecture, naming, messaging and positioning.
Acting as a central connector, you'll inspire collaboration across cross-functional teams, anticipate project needs, and guide agency partnerships to deliver outstanding creative work.
Your leadership will champion bold ideas, elevate brand processes, and set new standards of excellence across every client touchpoint.
Through your efforts, you will help strengthen J.P.
Morgan's global brand presence and empower the firm to innovate as the leader in the financial industry.
Job responsibilities
* Lead project management for brand creative and strategic initiatives, collaborating with internal creative teams, external agencies and client stakeholders to deliver impactful work for the J.P.
Morgan brand.
* Serve as the brand management lead, analyze brand research to better drive market positioning, setting strategic frameworks, and ensuring timely delivery and clear communication across cross-functional teams.
* Manage the J.P.
Morgan brand ecosystem, partnering with teams to execute exceptional creative across all client touchpoints and uphold best-in-class brand standards.
* Own day-to-day relationships with internal and external agency partners, providing strategic guidance to inform creative development and execution.
* Shape brand architecture by defining relationships, creative strategies, naming, positioning, and messaging for parent brands, sub-brands, and product lines.
* Champion creative ideas with clients while supporting organizational brand goals, fostering innovation and alignment.
* Develop and manage creative briefings, agency engagements, and stakeholder reviews to ensure alignment and excellence.
* Partner with operations to manage project status, anticipate issues, and keep all teams informed, serving as the go-to resource for project information.
* Maintain comprehensive knowledge of brand systems and processes, continuously refining and developing workflows for greater efficiency.
* Act as the single point of truth for the brand, training and educating global stakeho...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:14
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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 an Investment Professional in the U.S.
Private Bank, you will provide integral daily support to Investors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
• Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
• Create mandates for discretionary accounts
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis.
Work with Team Leader to monitor risk metrics across the team
• Work with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Bachelor's Degree required
• One plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
• Experience and interest in financial markets and concepts
• Excellent interpersonal skills
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
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 ...
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Type: Permanent Location: Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:14
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Join our dynamic team as a Client Service Lead, where you will play a pivotal role in managing and developing a team of Client Service Account Managers.
As a Client Service Lead within Payments, you will manage a team dedicated to providing exceptional client-facing support.
You will act as a primary contact, building partnerships to understand client needs and ensuring service excellence.
Your role will involve coordinating internally to monitor relationship health and advocate for client satisfaction.
Job Responsibilities:
* Manage and develop a team of Client Service Account Managers (CSAM) through hiring, training, and coaching.
* Navigate the organization to achieve outcomes for clients and stakeholders.
* Conduct weekly staff meetings and quarterly check-ins with GCB/Payments Sales partners.
* Act as a customer advocate to enhance service quality across product and operational areas.
* Maintain direct client relationships, resolve issues, and monitor client SLAs.
* Track client requests in real-time and improve case data quality.
* Analyze client data to identify trends and develop long-term strategies.
* Perform quality controls, monitor KPIs, and guide product quality control.
* Serve as a high-level contact with strong product knowledge.
* Ensure processes align with specifications and meet financial and headcount targets.
Required Qualifications, Capabilities, and Skills:
* Minimum of 5 years of managerial/leadership experience.
* 5 years in a Service or Client Relationship focused environment.
* Strong people, project, and risk management skills.
* Comprehensive understanding of Treasury Services products and market knowledge.
* Ability to influence others and drive decisions.
* Negotiation and strategic planning skills.
* Strong oral and written communication skills.
* Multi-tasking, time management, and organizational skills.
* Excellent problem-solving and analytical skills.
* Working knowledge of MS Office and Business Applications.
Preferred Qualifications, Capabilities, and Skills:
* Experience in fostering a diverse and inclusive environment.
* Ability to perform root cause analysis and guide product enhancements.
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 ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:13
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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: Buffalo, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:12
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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: Mount Kisco, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:12
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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: Wickenburg, US-AZ
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:11
-
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: Greenwood, US-IN
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:11
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Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation.
As a Technology Support II team member in the Commercial & Investment Bank, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows.
Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
Job responsibilities
* Serve as the escalation point of contact, leveraging strong product knowledge to support the Payments Solution Center, Service teams, and other internal partners, with a particular focus on Managed File Transfer Services
* Provide direct assistance to our Client Onboarding and Service Solution Center analysts, addressing complex questions and escalations via phone, email, and chat.
* Present research, options ,and explanations directly to our external clients via video conferencing tools such as Zoom and Microsoft Teams
* Act as a point of contact during Major Incidents, collaborating with the Global Incident Management team and other partners to communicate client, product, and helpdesk impacts
* Communicate with senior leadership regarding Incidents and priority client issues
* Represent the Payments Solution Center in meetings with clients and internal partners, including client calls, business reviews, root cause analysis (RCA) discussions, and project meetings
* Analyze service cases and collaborate with stakeholders to prevent potential escalations and recurrence of previous issues.
* Contribute expertise to the development of new support documentation, along with updating existing documentation
* Collaborate on future work streams to add additional Solution Center support teams within the Solution Center Escalations team
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
* Strong Oral and Written Communication
* Strong meeting facilitation and influencing skills
* Strong Problem-Solving Skills/Critical Thinking Skills/Decisive and Detail Oriented
* Understanding of Corporate Treasury Management, Payment Processing, and Reconciliation
* Working knowledge of Microsoft Operating System and Office Suite
* Able to Effectively Multi-Task in a fast-paced environment , with effective Time Management and Organizational Skills
* Demonstrates technical fluency and an ability to learn and understand new technical concepts and products
Preferred qualifications, capabilities, and skills
* Fluency in a 2 nd language (Spanish)
* Experience working with Client Relationship Management tools
* Experience working in Digital Chan...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:10
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Are you a passionate leader to accelerate product development and improve the Chase customer experience through data?
As a Data Owner Senior Associate, within the Card Data Team, you will play a crucial role in delivering critical business initiatives and driving continuous improvement in data processes and be responsible for meticulously documenting and analyzing data flows across various systems, ensuring seamless integration and consistency.
Job Responsibilities:
* Accurately document data flows across various systems, ensuring clarity and comprehensiveness in the representation of data movement and transformation.
* Investigate and analyze different data attributes within multiple systems to understand and document their characteristics, usage, and impact on business processes.
* Track and map the relationships between data attributes and systems, identifying dependencies and interactions to optimize data integration.
* Develop and maintain data models that reflect the current and future state of data architecture, ensuring continuous improvement in data processes.
* Work closely with business analysts, IT teams, and other stakeholders to gather requirements and drive data process improvements.
* Work with key partners to drive an understanding of the data and its use within the business.
Provide subject matter expertise with respect to the content and use of data in the product and associated business area.
* Identify the scope of critical data within their product, ensuring that the prioritized data is well-documented as to its meaning and purpose, and classified accordingly with metadata to enable its understanding and control.
Required Qualifications, Capabilities, and Skills:
* Data engineering skills with proficiency in data extraction and modeling techniques.
* Experience with cloud platforms and data modeling tools.
* Proven ability to manage delivery across multiple workstreams.
* Exceptional communication skills, capable of articulating complex technical concepts to senior audiences.
Preferred Qualifications, Capabilities, and Skills:
* Subject matter expertise in data engineering and modeling.
* Experience in managing data-related tasks and projects.
* Strong analytical and problem-solving skills.
* Credit risk management experience is a plus.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, 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 discret...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:09
-
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: Greenwood, US-IN
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:09
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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...
....Read more...
Type: Permanent Location: Mequon, US-WI
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:08
-
At J.P.
Morgan Advisors we have been helping high-net-worth individuals and families build and manage their wealth for more than 50 years.
Led by an exclusive group of Investment Professionals throughout the United States, J.P.
Morgan Advisors offers clients a broad suite of transactional, wealth management and investment advisory services.
Our Investment Professionals-among the most experienced and creative in the industry-excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.
As a Supervisory Manager in J.P.
Morgan Advisors, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors.
You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.
Job responsibilities
* Monitor investment activities of registered and non-registered employees of J.P.
Morgan Advisors
* Review middle markets, institutional, and retail customer account activity, sales practices, suitability, documents, marketing material and customers' statements to ensure compliance with various regulatory and legal requirements
* Monitor the trading practices of Advisors with respect to regulatory requirements and internal policy
* Assist in the on/off boarding of J.P.
Morgan Advisors staff
* Review client inquiries, issues, and complaints and complete a thorough investigation and provide resolution.
This involves Compliance, Legal, Portfolio Management Risk Management & Control along with Senior Management in the process of reaching an appropriate resolution
* Serve as point of contact for resolution of any questions or issues that may occur during the course of a business day from the various oversight groups.
Be able to provide clear, concise, and timely resolution to these issues as they arise
* Provide policy and procedural training to new employees, assist with continuing education requirements, and provide special training as warranted on specific topics.
Assist Compliance in the dissemination of information relating to changes in policy and regulatory rules.
Discuss Compliance and new product lines with sales personnel
* Act as the main point contact for internal examinations conducted by Compliance and Internal Audit.
This includes representing management in demonstrating adherence to internal policies and procedures, as well as maintaining and providing all necessary documentation in accordance with internal examiners' requests
* Resolve order errors including identifying circumstances, taking market action when necessary to resolve the error, and completing the error reporting and then assigning responsibilities for the errors as necessary
* Review client accounts as outlined by procedures; follow up on issues or make client contact as warranted and in accordance with supervisory guidelines and mai...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:08
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As 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: Wheaton, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:07
-
Join us to help shape the future of data and analytics at a global financial leader.
This is an opportunity to drive impactful change, collaborate with talented colleagues, and advance your career in a dynamic environment.
You will play a key role in enabling the firm to leverage data, analytics, and AI to deliver innovative solutions and manage risk effectively.
As a Portfolio and Management Director within the Chief Data Office, you will lead investment planning, portfolio governance, and program management for the firm's data and analytics transformation.
You will partner with Lines of Businesses and Corporate Functions to deliver AI-ready data, manage data and privacy risk, and execute on strategic initiatives that support the firm's commercial goals.
Job responsibilities:
- Manage annual investment planning and budgeting for the Chief Data Office
- Oversee portfolio governance, reporting, and control frameworks for change initiatives
- Maintain and update the portfolio roadmap, identifying trends and critical risks, actions, issues, and decisions (RAID)
- Measure and report on portfolio performance and metrics, ensuring alignment with organizational objectives
- Facilitate program outputs, including developing playbooks of repeatable processes for ongoing success
- Lead strategic change initiatives from initiation to completion, ensuring adherence to timelines, budgets, and quality standards
- Communicate and coordinate with Lines of Businesses and Corporate Functions to gather status updates and promote alignment on program deliverables
- Build and maintain strong relationships with stakeholders across the organization
- Coach team members and contribute to group objectives
Required qualifications, capabilities, and skills:
* Extensive experience in portfolio, program, or change management and process design
* Strong communication (oral and written) and organizational skills, with the ability to manage multiple deliverables and prioritize under pressure
* Demonstrated ability to manage tight delivery timelines and execute strategic change initiatives
* Ability to build consensus and progress initiatives in a collaborative, cross-functional environment
* Proven ability to influence stakeholders at all levels across various functions
* Excellent leadership skills in managing programs, projects, teams, or employees
* Ability to articulate complex ideas and challenges succinctly
* Proficiency in MS Excel and PowerPoint
* Bachelor's degree in business, finance, economics, or a related field (or equivalent experience)
Preferred qualifications, capabilities, and skills:
* Strong background in data, analytics, or product management
* Experience and technical knowledge of data management, governance, big data platforms, or data architecture
* MBA or advanced degree from a top-tier program
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-21 08:15:06
