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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 Specialist in the U.S.
Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships.
Job Responsibilities
* Support investment reviews with clients to validate the clients' current investment objectives
* Prepare recommendations of appropriate investment products
* Assist with the development of investment policy statements and advice on asset allocation
* Build excellent working relationships with internal clients
* Support coordination of sales effort with Investors
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Required Qualifications, Capabilities, and Skills
* 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
* Capital markets or institutional brokerage experience
* Ability to multi-task and manage priorities effectively
* Excellent communication skills
* Strong analytical, quantitative, and problem-solving skills
Preferred Qualifications, Capabilities, and Skills
* Coachable professional with good \"business sense\" and an energetic/dynamic personality
* Ability to work both independently and as a team player
* Ability to adapt to a rapidly changing business and technology environment
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases
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 recogniti...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:20
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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 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 exci...
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Type: Permanent Location: Farmington Hills, US-MI
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:18
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The Firmwide Regulatory Reporting & Analysis (FRRA) team is responsible for the design, implementation, and execution of end-to-end processes supporting U.S.
& International Regulatory Reporting.
FRRA operates within the Office of the CFO and plays a critical role in ensuring the accuracy, integrity, and timeliness of regulatory submissions.
As an Associate within the Firmwide Regulatory Reporting & Analysis (FRRA) Data Integrity & Governance team, you support the onboarding and ongoing use of user-facing tools that manage process execution and strengthen reporting controls.
The Data Integrity & Governance team (FRRA), a centralized function responsible for application oversight, data sourcing and quality, and process governance across strategic reporting platforms supporting U.S.
regulatory reports (e.g., FR Y-9C, Call Report, CCAR) and local country regulatory reporting in regions Europe, Asia, and Latin America.
You will support the onboarding and ongoing use of user-facing tools that manage process execution and strengthen reporting controls.
You will partner with external regulatory reporting, data, product, and technology stakeholders to enhance data sourcing and data quality, increase strategic data consumption, and drive straight-through processing across reporting processes.
You will also support platform enhancements and strategic initiatives.
Job Responsibilities
* Drive adoption of process management applications; project manage onboarding and resolve user issues in a timely manner
* Identify and execute improvements to the operating model, tools, and procedures
* Partner with control functions to ensure alignment with risk and controls policies
* Participate in change management for enhancements and automation
* Execute data sourcing and data quality program plans, including timelines and budgets; monitor progress and resolve issues
* Collaborate with cross-functional teams, stakeholders, and senior leadership to ensure alignment and successful delivery
* Manage multiple priorities and deliverables under tight timelines
* Build and maintain effective relationships in a highly matrixed organization
* Drive continuous improvement and best practices across initiatives
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in Accounting, Finance, or a related discipline
* 5+ years of experience in financial services or a related field
* Strong written and verbal communication skills, with the ability to partner effectively with stakeholders at all levels
* Proficiency in Microsoft Office (Excel, Word, PowerPoint)
* Experience with relevant data, change management, and visualization tools (e.g., AWS Databricks, Atlassian JIRA, Alteryx, SQL, Tableau, Visio)
Preferred Qualifications, Capabilities, and Skills
* Familiarity with U.S.
regulatory reporting (e.g., FR Y-9C, Call Report, CCAR), controllership functions, banking and brokerage products,...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:18
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Job description:
You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease.
Join Chase Travel and help us build the future of travel while taking your career to new heights!
As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations.
Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem, with a focus on delivering service excellence.
You will proactively work with external providers to negotiate an appropriate resolution and minimize costs in a timely manner, while ensuring a seamless customer experience.
Job responsibilities:
* Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short- and long-term fixes, serving as both a company and customer advocate, and applying root-cause resolution tactics.
* Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions, with a high regard for accuracy.
* Maintain knowledge of all client programs, products, and procedures, and support various online booking tools and multiple websites.
* Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties, including issues with loyalty points, redemptions, program exceptions, and fee waivers.
* Maintain high levels of call quality based on outlined criteria; maintain an appropriate level of confidentiality regarding information shared and observed.
Keep your immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary, or provide suggestions for alternative courses of action.
* Assist other Travel Advisors in real time with questions related to traveler policies and different booking applications; coach Advisors on best practices for servicing all customers; monitor and manage agent errors, escalations, and customer exceptions; and update tracking information in a database.
* Provide a professional level of energy and enthusiasm, as well as strong working relationships, when partnering with internal and external customers and all departments to increase quality and customer service levels.
Required qualifications, capabilities, and skills:
* High school diploma or equivalent.
* Two or more years of experience in the travel industry, including intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms, including self-booking tools.
* Demonstrated effective communication and interpersonal skills to manage internal and external customer issues.
* Working knowledge of Microsoft Office programs such as Excel, Word, and Out...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:17
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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 and ...
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Type: Permanent Location: Pataskala, US-OH
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:16
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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, Emerging Capabilities in the Data Analytics & Intelligent Automation team, you will lead the discovery, evaluation, and adoption of innovative tools that empower us to work smarter.
You will assess emerging capabilities, including cloud-based data analytics, business intelligence, workflow automation, and embedded artificial intelligence, such as copilots, to determine their value for our business.
You will connect strategy to execution by partnering with stakeholders, technology teams, and user experience designers to drive impactful outcomes and deliver strong return on investment.
You will provide our people with the training and resources needed to succeed, helping us stay ahead in a rapidly evolving landscape.
Job Responsibilities
* Discover, evaluate, and pilot emerging tools and capabilities - including hands-on technical assessments and proof-of-concept builds.
* Champion adoption at scale across Risk Management & Compliance through targeted outreach, stakeholder engagement, and change management.
* Own product roadmaps and influence feature and capability prioritization with vendors and internal technology teams.
* Define success metrics for engagement and adoption, and drive value realization through ongoing measurement and reporting.
* Design and deliver training and awareness programs that make new technologies accessible and approachable for non-technical audiences.
* Provide consulting support to teams evaluating tools and use cases, balancing business requirements, risk, and total cost of ownership.
* Formalize and promote best practices for emerging tools in partnership with development teams.
* Partner with development and user experience teams to plan, implement, and accelerate tool rollouts.
* Collaborate with the AI Enablement team to ensure alignment on strategy, priorities, and operating model.
Required qualifications, capabilities, and skills
* 8+ years in automation, analytics, AI, or adjacent product/enablement roles, with a proven track record of driving tool adoption at scale across multiple stakeholder groups.
* Experience with platforms such as Databricks, Sigma, Microsoft Power Platform, Pega, Tableau, Alteryx and/or UiPath, with the ability to compare and position tools for specific use cases.
* Experience implementing, evaluating, or managing cloud-based and SaaS platforms, with a strong understanding of deployment, integration, and security consideratio...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:16
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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 in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills
* Fifteen plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 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
* Proactive, takes initiative, and uses critical thinking to solve problems
* MBA, JD, CFA, or CFP preferred
* 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 th...
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Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:15
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Bring your expertise to JPMorganChase.
As part of Risk Management and Compliance, you play a crucial role in maintaining JPMorganChase's strength and resilience.
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 Quant Model Risk Vice President in the Model Risk Governance and Review team, you will be responsible for assessing and mitigating the risks associated with complex models used for valuation, risk measurement, capital calculation, and decision-making purposes.
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You'll be at the forefront of innovation, driving continuous improvement in a dynamic and collaborative environment.
This role also provides the opportunity to gain exposure to various business and functional areas, as well as collaborate closely with model developers and users.
You will also have managerial responsibility to oversee, train and mentor junior members of the team.
Job Responsibilities
* Perform thorough reviews of complex credit, interest rate, and equity pricing models, including valuation engines and reserve methodologies.
Analyze the conceptual soundness, model design, and appropriateness of models for specific products and structures.
* Evaluate model behavior and ensure the suitability of pricing models and engines for their intended applications, identifying potential limitations and areas for improvement.
* Develop and implement alternative model benchmarks.
Design and maintain robust model performance metrics to compare and monitor the outcomes of various models.
* Continuously evaluate model performance, ensuring models remain fit for purpose and compliant with internal and regulatory standards.
Recommend enhancements and oversee remediation where necessary.
* Serve as the primary point of contact for the business regarding new model implementations and changes to existing models.
Provide expert guidance on model usage, limitations, and governance requirements.
* Liaise effectively with model developers, Risk, and Valuation Control Groups.
Offer guidance and support on model risk management, validation standards, and regulatory expectations.
* Manage and develop junior team members, providing mentorship, guidance, and support to foster their professional growth and enhance overall team performance.
Required Qualifications, Capabilities and Skills
* Advanced degree (MSc, PhD, or equivalent) in a quantitative discipline such as mathematics, statistics, financial engineering, or related field.
* Advanced knowledge of probability theory, stochastic processes, statistics, partial differential equations, and numerical analysis, with demonstrated ability to apply these concepts to financial modeling and ri...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:14
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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 Virtual Banker II within Consumer Banking, 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 engage clients via both inbound and outbound communication through phone and video, providing strong customer service.
Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
* Foster a welcoming atmosphere by delivering attentive and friendly service, acting with a client-first attitude, and collaborating with team members to provide the most appropriate solutions.
* Demonstrate a commitment to hospitality by consistently exceeding client expectations and creating a warm and inviting environment.
* Handle inbound and outbound communication to engage in meaningful conversations, identify financial needs, and offer personalized financial solutions.
* Cultivate strong client relationships through active listening, thoughtful questioning, and exceptional customer service, referring clients to our team of experts as needed.
* Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business Relationship Managers) to connect customers to experts for specialized financial needs.
* Guide clients in utilizing technology self-service options such as the Chase Mobile App, Chase.com, and ATMs to enhance their banking experience.
* Achieve or exceed performance metrics related to client engagement and referrals, while staying informed about Chase products, services, and industry trends.
* Resolve client issues promptly and with attention to detail, ensuring a consistent and positive client experience.
Required Qualifications, Capabilities, and Skills
* 1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
* Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
* Strong relationship-building skills, showing genuine care and concern during client interactions.
* Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
* Proficiency in quickly and accurately learning products, services, and procedures.
* Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
* Co...
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Type: Permanent Location: Detroit, US-MI
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:14
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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 an Asset Wealth Management Credit Risk Senior Associate , you will support lending activities for high net worth and ultra-high net worth clients by assessing creditworthiness, structuring risk-appropriate loan solutions, and managing ongoing portfolio risk.
You will analyze consumer and business-purpose credit requests, evaluate financial statements and collateral, and apply firmwide risk grading methodologies.
The role offers exposure to complex client structures, cross-border considerations, and close collaboration with Front Office and senior Credit stakeholders while operating within a highly controlled regulatory environment.
Job Responsibilities:
* Evaluate consumer and business-purpose credit requests in accordance with approved Credit Risk policies, standards, and guidelines
* Analyze personal, business, and entity-level financial statements to assess cash flow, leverage, liquidity, and balance sheet strength
* Apply JPMorganChase Wholesale Risk Grading Methodology to determine probability of default and ensure compliance with Basel III regulatory requirements
* Assess collateral, loan structures, covenants, and events of default to evaluate potential loss severity in stress or default scenarios
* Independently identify, assess, and clearly document key credit risks and mitigating factors impacting repayment capacity
* Formulate and present clear credit recommendations supported by concise, well-reasoned analysis and rationale
* Evaluate geopolitical, jurisdictional, and cross-border risks impacting domestic and international client relationships
* Partner with Front Office to gather required information, negotiate loan structures, and propose alternative solutions where appropriate
* Actively manage assigned credit portfolios, including monitoring performance, identifying emerging risks, and escalating issues as needed
* Escalate complex or higher-risk matters to Credit Executives with proposed solutions and next steps
* Collaborate with Risk Support and Closing partners to ensure timely, controlled, and compliant execution of approved credit facilities
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree required, preferably in Finance, Accounting, Economics, or Business Management
* 3+ years of relevant experience in credit risk, credit underwriting, portfolio management, or related financial analysis roles
* Strong working knowledge of f...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:13
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As the Regional Field Exam Manager in our Asset-Based Lending (ABL) Field Examination team, you will safeguard portfolio integrity and support business growth through high-quality collateral examinations and actionable insights.
As the Regional Field Exam Manager, you will oversee a team of Assistant Managers/Team Leaders and Field Examiners, owning end-to-end delivery, quality, and governance of field exams.
You'll drive timely posting, review, and distribution, escalate issues promptly, and champion continuous improvement in process, communication, cost control, and stakeholder engagement.
Success in this role is measured by exam cycle times, quality survey scores, exam outcomes, and effective resource management across a dynamic ABL portfolio.
Job responsibilities
* Lead a regional team of Assistant Managers, Team Leaders, and Field Examiners, providing daily direction, workload prioritization, and coaching.
* Ensure timely posting of all examinations to the system of record for management review, and release them for distribution within prescribed business days.
* Review all field exams to identify unsatisfactory findings, escalate issues promptly, and drive resolution with business partners and field exam management.
* Oversee tracking, monthly billing, and reconciliation of field exam expenses, ensuring accuracy and cost discipline.
* Review unsatisfactory field exam quality surveys, conduct follow-ups, and implement coaching plans to remediate gaps.
* Balance internal staffing and approved external resources to maintain the ABL portfolio, allocating capacity to meet demand and coordinating exam scheduling with the administrator.
* Enhance communication and lead collateral discussions with business partners.
* Review and provide maintenance updates to exam administration, ensuring system maintenance and data integrity.
* Achieve satisfactory ratings from Credit Review and Internal Audit by ensuring exam workpapers and outputs meet policy standards.
* Complete annual performance reviews and periodic coaching sessions for team members, ensuring compliance with national field exam policies and procedures.
* Prepare and submit monthly field exam management reports and KPI dashboards, and personally manage 10-15 exams per year to stay close to practice and client needs.
Required qualifications, capabilities, and skills
* Bachelor's degree in Accounting, Finance, Economics, or Business Administration (or equivalent experience).
* Minimum 10 years of direct field examination experience, including at least 7 years in ABL.
* Minimum 5 years of supervisory/management experience leading field exam teams.
* Demonstrated expertise with ABL collateral audits, workpaper standards, policy adherence, and risk escalation.
* Strong operational rigor with experience meeting defined cycle times and quality benchmarks.
* Proficiency with field exam systems of record and dis...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:12
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You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments.
You have found the right team
As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients.
You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion.
Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities.
You will be responsible to meeting monthly and annual productions goals.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services.
We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses.
Together, J.P.
Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S.
The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
* Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
* Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients.
Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase
* Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
* Completes analysis to competitively identify and price Chase products and services for profitability.
Maintains detailed and accurate electronic sales records and prepares sales reports as required
* Negotiates leveraging customized proving models with clients to close business
* Works with internal partners to ensure successful implementation, product ramp-up
* Protects the firm by following sound risk management protocols and adhering to regulatory requirements.
Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regu...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:12
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Chase Media Solutions harnesses the power of Chase to help brands connect more meaningfully with 80 million Chase customers.
Our transaction-based marketing platform leverages first-party data to expertly match businesses with audiences, inspiring valuable relationships that last through the Chase Offers program.
As part of Lifestyle and Connected Commerce, we drive incremental growth for merchants while helping Chase customers level up how they shop and get more from the brands they love.
As a Client Partner in Chase Media Solutions, you will sit within our Commercialization team, focusing on building relationships with brands and agencies by delivering value through our Chase Offers platform.
You are someone who has demonstrated sales experience, excellent organization, communication skills and are passionate about growing a new emerging media channel.
Job responsibilities
* Lead strategic relationships and partnerships with brands to support our Chase Media Solutions business, driving revenue and utilization of Chase's innovative new media offerings
* Collaborate with cross-functional teams to bring campaigns and solutions to life on behalf of clients, executing innovative marketing campaigns through the entire campaign lifecycle
* Serve as a consultative resource for brands, providing them with insightful recommendations, optimizations, and opportunities
* Build an active pipeline of opportunity while communicating regularly with sales leadership to provide updates on campaign performance and business needs
* Represent Chase Media Solutions at events and serve as a brand and business ambassador
Required qualifications, capabilities, and skills
* 5+ years of sales experience within a digital media or performance marketing sales role
* Deep understanding of the online & digital media landscape and the ability to drive consultative sales outcomes and client solutions
* Experience meeting and exceeding sales goals while managing an active sales pipeline across new and existing business
* Strong track record of building relationships across both clients and media agencies
* Ability to perform and navigate ambiguity in a highly dynamic, rapidly changing, and growing environment
* Experience presenting to executives and marketing leadership both internally and externally, with strong interpersonal skills and a high attention to detail
Preferred qualifications, capabilities, and skills
* Vertical expertise in key consumer categories such as grocery, dining, gas & convenience, retail, and travel
Applicants must be authorized to work for any employer in the US.
We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time.
Final job grade level and corporate title will be determined at time of offer and may differ from this posting
Chase is a leading financial services firm, helping nearly half of America's households and small busines...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:11
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager in Commercial & Investment Bank within Electronic Trading Technology, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
* Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
* Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
* Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
* Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team
* Lead end-to-end project delivery, develop detailed project plans, collaborate with various teams, and proactively mitigate risks.
* Liaise with compliance and legal teams to ensure all project activities adhere to regulatory requirements, internal policies, and industry standards.
* Coordinate with vendor and external parties, managing relationships and communications to ensure successful project delivery and alignment with contractual obligations.
* Serve as the primary point of contact for compliance, legal, middle office, back office, and external stakeholders, facilitating clear communication, timely issue resolution, and alignment of project objectives.
* Liaise with middle office and back office teams to ensure seamless integration of project deliverables with operational processes, and to address any post-trade, settlement, or reconciliation requirements.
Required qualifications,...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:11
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Your opportunity to make a real impact and shape the future of financial services is waiting for you.
Let's push the boundaries of what's possible together.
As a Senior Director of Software Engineering at JPMorganChase within the Consumer & Community Bank Technology team, you lead multiple technical areas, manage the activities of multiple departments, and collaborate across technical domains.
Your expertise is applied cross-functionally to drive the adoption and implementation of technical methods within various teams and aid the firm in remaining at the forefront of industry trends, best practices, and technological advances.
Job responsibilities
* Leads multiple technology and process implementations across departments to achieve firmwide technology objectives
* Directly manages multiple areas with strategic transactional focus
* Provides leadership and high-level direction to teams while frequently overseeing employee populations across multiple platforms, divisions, and lines of business
* Acts as the primary interface with senior leaders, stakeholders, and executives, driving consensus across competing objectives
* Manages multiple stakeholders, complex projects, and large cross-product collaborations
* Influences peer leaders and senior stakeholders across the business, product, and technology teams
* Champions the firm's culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training, or certification on software engineering concepts and 10+ years applied experience.
In addition, 5+ year of experience leading technologists to manage, anticipate and solve complex technical items within your domain of expertise and more broadly across the organization
* Experience developing or leading large or cross-functional teams of technologists
* Demonstrated prior experience influencing across highly matrixed, complex organizations and delivering value at scale
* Experience leading complex projects supporting system design, testing, and operational stability
* Experience with hiring, developing, and recognizing talent
* Extensive practical cloud native experience
* Expertise in Computer Science, Computer Engineering, Mathematics, or a related technical field
* Deep expertise in building and operating large scale, high performance, business critical applications (full stack) with distributed systems and cloud technologies (AWS, GCP, Azure, etc.)
* Deep expertise with enterprise design patterns and industry best practices with experience using modern technologies and design patterns (e.g., micro services, APIs, Agentic, etc.)
* Experience with building, leading and mentoring technology teams and next level leaders within the organization
* Ability to work in a dynamic, agile environment leading/working with geographically distributed teams
Preferred qualifications, capabilities, and skills
*...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:10
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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
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:09
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We are looking for a talented Associate to join our Leveraged Finance team.
The leveraged finance team focuses on analyzing and identifying optimal and marketable capital structure solutions for the client.
As an Associate in Leveraged Finance, you will work with experienced professionals at one of the world's leading global investment banks.
You will focus on analyzing and identifying optimal and marketable capital structure solutions for the client.
You will be responsible for deal coordination efforts across internal and external parties including coverage, credit, legal and client teams.
Job Responsibilities
* Performing financial modeling and financial statement analysis
* Determining cash flow and asset-based debt capacity based on a wide range of business models
* Driving the preparation of customized term sheets, capital markets and credit approval packages and marketing materials
* Preparing presentation materials and participating in client/investor meetings
* Conducting extensive due diligence on companies, industry and product research as well as comparable analysis
* Coordinating communication across numerous internal and external parties
* Reviewing all work prepared by analysts including financial models
Required qualifications, capabilities, and skills
* 3+ years of experience in Investment Banking, Credit Risk, Big Four experience or related field
* Excellent quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutions
Ability to work in a team environment
* Outstanding written and verbal communication skills
* Well organized and able to efficiently manage projects with minimal supervision
* Ability to work well under pressure, multi-task and meet time sensitive deadlines
* Excellent presentation skills; comfortable presenting to client senior management, investors and senior members of the firm
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness c...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:09
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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: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:08
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Join our dynamic team as a Program Manager, a unique opportunity to leverage your strategic vision and leadership skills to drive impactful initiatives and foster innovation.
At our company, you'll find unparalleled career growth and mobility, empowering you to reach new heights in your professional journey.
Collaborate with a talented team in a supportive environment that values creativity and excellence.
Be part of a forward-thinking organization that offers competitive benefits and a culture of continuous learning and development.
As a Program Manager within Global Equities at JPMorganChase, you will play a pivotal role in leading and managing strategic programs and initiatives from conception to execution.
Equities Operations spans multiple business units within the Corporate Investment Bank, including: Global Clearing, Equities Derivatives Group, Cash Equities, Prime Cash, Prime Synthetics, and Stock Borrow Loan.
The Equities Operations Transformation team manages the end-to-end implementation of projects from industry-driven change, digital solutions, automation and business expansion globally.
Your work will have a significant impact on and involve collaborating with various departments, including the Equities Businesses, Technology, Product Development, Finance, and Operations..
You will apply your broad knowledge of project management principles and practices, leveraging your skills in cross-functional collaboration to drive success.
Job responsibilities
* Lead the planning, execution and delivery of complex, cross-functional projects, across Equities and Prime, to deliver results aligned with business strategy.
* Define and oversee integrated program plans, aligning resources, milestones, and deliverables to strategic objectives and ensuring accountability across all workstreams.
* Manage a robust and auditable governance process to ensure accurate and timely delivery of all projects.
* Establish and lead senior governance, communicating progress, update, risks and issues to a diverse group of stakeholders.
* Ensure all programs are completed in accordance with all risk, control, and other relevant firm-wide guidelines, maintaining the integrity of our control environment.
* Take ownership of high-visibility projects that directly impact the firm's strategic direction.
Required qualifications, capabilities, and skills
* Proven expertise in managing or leading complex programs, in a financial services setting, from inception to execution, typically demonstrated through 7+ years of relevant experience.
* Knowledge of financial markets or related financial services.
* Demonstrable experience in project governance and senior stakeholder management.
* Exceptional, verbal and written, communication and presentation skills, with the ability to influence stakeholders and articulate complex concepts clearly.
* Strong organizational skills and attention to detail, ensuring high-quality...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:07
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Jackson Heights, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:07
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Posting Description
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 International Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities:
• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills:
• Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Brazil Market
• Fluent in Portuguese and English
• Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Available to travel internationally to serve off-shore international clients
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Bachelor's Degree required
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 20...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:06
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Whittier, US-CA
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:05
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Pinellas Park, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:05
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Turlock, US-CA
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:04
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* 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 SIE 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 thei...
....Read more...
Type: Permanent Location: Raleigh, US-NC
Salary / Rate: Not Specified
Posted: 2026-08-16 15:53:04
