-
As the Managing Director for Card Acquisitions Risk Strategy you will be responsible for developing, managing, and overseeing the newly created 1st line credit function across credit segments within the Card Credit Decisioning Unit (CDU).
You will report to the Senior Credit Strategy Officer for Card and Connected Commerce who leads the Card CDU.
You will play a key role in managing the risk appetite for the Card business.
You will directly engage with Card Presidents and product General Managers (GMs) to proactively identify trends, remediate risks, ensure continued health of the business, and pursue business growth.
Additionally, you will develop risk management strategies in partnership with the Credit Risk organization in the second line of defense which includes underwriting policies and management of risk-taking activities.
This role requires deep analytical expertise, regulatory knowledge, and collaboration with internal teams to balance risk and growth.
Job Responsibilities:
* Define the Credit Box in partnership with Card Presidents, Product GM's, Finance and the second line of defense Credit Risk team
* Partner closely with product and risk teams in assessing new credit opportunities.
Define an execution plan for new credit opportunities
* Set up reviews and processes to ensure we are executing well on our credit box assumptions
* Partner with risk strategies in defining variables that would be included in new credit models and interface with the modeling team on the acquisitions modeling suite and roadmap
* Recruit and develop high performing talent to staff the CDU
* Develop and implement metrics to track acquisitions performance.
Lead the report outs for performance monitoring to senior leadership
* Contribute to Policy & Strategy Development including helping to shape credit policies, underwriting standards, and risk management frameworks
* Maintain a strong regulatory and controls environment
* Collaborate across stakeholders in business lines (e.g., risk, underwriting, legal, finance) to balance growth and risk
Required qualifications, skills and capabilities:
* A Bachelor's Degree in finance, business administration, or a related field is required
* 15+ years of relevant experience in direct to consumer lending, originations, and/or retail credit experience at a complex large-scale financial services business
* Ability to evaluate and manage credit risk effectively; Strong judgement in approving or recommending credit transactions
* Exceptional quantitative and qualitative finance and analytical skills
* Demonstrated strategic thinking and execution skills; insight and ability to proactively identify opportunities to innovate and improve the business
* Exceptional people leadership, relationship development and negotiating skills; ability to earn respect and trust among internal and external business partners and team members
* Proven experience...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-07 07:32:04
-
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: Westbury, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-07 07:32:04
-
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: Suwanee, US-GA
Salary / Rate: Not Specified
Posted: 2026-03-07 07:32:03
-
The Performance Marketing Channel Strategy and Optimization (CSO) team is responsible for driving growth and efficiency across owned digital marketing channels (e.g., Chase.com, Chase Mobile, email).
We leverage data, technology, and creative strategies to optimize performance, maximize ROI, and deliver best-in-class customer experiences.
As a Channel Strategy & Optimization Innovation Lead on the Performance Marketing team, you will be instrumental in driving innovation and growth within the Consumer & Community Banking Marketing division.
You should be a strategic thinker with a robust background in data analytics, digital marketing technology, and consumer banking market trends.
In this role, you will partner with both LOB and central teams to identify, pilot, and scale innovative strategies, technologies, and processes that will keep our performance marketing efforts at the forefront of the industry.
Your responsibilities will include developing new analytical frameworks, identifying and capitalizing on emerging trends, implementing cutting-edge vendor solutions, and supporting enhancements to our operating model.
Job Responsibilities:
* Lead the innovation agenda for performance marketing by identifying, evaluating, and championing new opportunities, technologies, and approaches.
* Design, launch, and manage strategic pilots and test-and-learn programs across owned digital marketing channels (e.g., Chase.com, Chase Mobile, email)
* Collaborate with marketing teams to design and execute optimization initiatives that address critical business questions and unlock new growth opportunities.
* Build compelling business cases for new investments, clearly articulating the potential impact on channel performance and overall marketing ROI.
* Oversee the analysis of experimental data, delivering actionable insights and recommendations to enhance customer acquisition and engagement strategies.
* Present findings and strategic recommendations to senior leadership and key stakeholders to influence marketing decisions.
* Monitor industry trends, competitor activities, evolving consumer behaviors, and emerging technologies to inform strategy and maintain a competitive edge.
* Foster a culture of innovation, agility, and continuous improvement within the team.
* Mentor and develop junior team members, promoting professional growth and knowledge sharing
Required qualifications, capabilities and skills:
* Bachelor's degree in Marketing, Business, or a related field.
* 6+ years of marketing or equivalent experience, with demonstrated expertise in digital marketing, marketing innovation, data analysis, and strategic planning.
* Exceptional executive-level written and verbal communication skills, with a proven ability to convey complex ideas to diverse audiences and inspire cross-functional teams.
* Advanced analytical skills and proficiency with data analysis tools and platforms (e.g., Adobe...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-07 07:32:02
-
Become an integral part of the Consumer and Community Banking 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 Consumer and Community Banking, 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
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* 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 option
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 compe...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-07 07:32:02
-
Join our Payment Sales team and help shape the future of payments at JPMorgan Chase.
In this role You'll play a key role in driving business growth and delivering impactful solutions.
As a Merchant Services Business Development Vice President in the Payments Sales team, you will be an individual contributor supporting some of the most significant clients within JPMorgan Payments.
In this client-facing role, you'll partner with Global Corporate Banking, JPMorgan Payments, and Treasury Services to identify, qualify, and advance merchant services opportunities.
You will develop and execute go-to-market and account plans across technology sub-verticals such as software (SaaS platforms, developer tools, cloud services, cybersecurity), direct-to-consumer technology (ecommerce brands, marketplaces, connected devices, wearables, consumer apps), and fintech (B2B platforms, payment processors, ISVs, and marketplaces).
Your work will help shape client strategies, coordinate internal partners, and maintain a healthy pipeline to drive new business growth, while contributing to a collaborative and high-performing team culture.
Job responsibilities
* Partner closely with bank coverage teams and JPMorgan Payments Treasury Services to develop account and call plans that position end-to-end solutions
* Lead merchant account strategy for a given Payments or Bank coverage team
* Support prospecting, meeting preparation, and follow-ups; help craft proposals, pitch materials, and RFP responses tailored to each sub-vertical's payment needs
* Coordinate with product, pricing, legal, and risk partners on deal structuring and diligence; facilitate smooth handoffs to implementation teams
* Conduct market and competitive research to identify trends, client needs, and whitespace opportunities within each sub-vertical
* Collaborate with Product to deliver payment solutions customized to meet client needs
* Support evolution of our product sets with informed, data-supported, and actionable product/feature recommendations and upgrades
* Maintain accurate pipeline hygiene and reporting in Salesforce; build dashboards and reports in Excel as needed
* Track and communicate progress against goals; provide regular updates to stakeholders
* Invest in ongoing professional development through internal and external learning resources
* Travel up to 50%
Required qualifications, capabilities, and skills
* Five or more years of experience in a customer-facing merchant services, acquiring, or payments role
* Experience with strategic sales practices including buyer mapping and influence building
* Demonstrated ability to learn in new and fast-paced environments
* Strong verbal and written communication skills; able to synthesize information and present clearly
* Collaborative, team-oriented approach with ability to work across functions and cultures
* Familiarity with software, direct-to-consumer tech...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-07 07:32:01
-
Join our Payments Sales team and help shape the future of merchant services at JPMorgan Chase.
In this role, you'll have the opportunity to work with some of our most significant clients, develop your expertise in payments, and collaborate with talented colleagues across the firm.
You'll play a key role in driving business growth and delivering impactful solutions.
As a Business Development Associate in the Merchant Services Payments Sales team, you will be aligned to the Enterprise Sales team, supporting high-profile clients within JPMorgan Payments.
You will partner with Global Corporate Banking, JPMorgan Payments, and Treasury Services to identify, qualify, and advance merchant services opportunities.
In this client-facing role, you'll help shape client strategies, coordinate internal partners, and maintain a healthy pipeline to drive new business growth.
You'll focus on technology sub-verticals, including software and direct-to-consumer technology, and play a vital part in our collaborative, high-performing team.
Job responsibilities
* Partner closely with bank coverage teams and JPMorgan Payments Treasury Services to develop account and call plans that position end-to-end solutions
* Support prospecting, meeting preparation, and follow-ups; help craft proposals, pitch materials, and RFP responses tailored to each sub-vertical's payment needs
* Coordinate with product, pricing, legal, and risk partners on deal structuring and diligence; facilitate smooth handoffs to implementation teams
* Conduct market and competitive research to identify trends, client needs, and whitespace opportunities within each sub-vertical
* Maintain accurate pipeline hygiene and reporting in Salesforce; build dashboards and reports in Excel as needed
* Track and communicate progress against goals; provide regular updates to stakeholders
* Invest in ongoing professional development through internal and external learning resources
* Travel up to 25%
Required qualifications, capabilities, and skills
* Two or more years of experience in a customer-facing merchant services, acquiring, or payments role
* Demonstrated ability to learn in new and fast-paced environments
* Strong verbal and written communication skills; able to synthesize information and present clearly
* Collaborative, team-oriented approach with ability to work across functions
* Familiarity with software, direct-to-consumer technology, and B2B payment flows, including card-not-present, ecommerce, omnichannel, recurring/subscription billing, marketplaces, and tokenization
* Working knowledge of pricing and economics (such as interchange and assessments), risk and fraud, chargebacks, and disputes
* Experience coordinating cross-functional teams on complex sales pursuits
Preferred qualifications, capabilities, and skills
* Experience with Salesforce pipeline management and dashboard/report building in Excel
* Exposure ...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-07 07:32:00
-
Chase relies on digital marketing as a key strategic channel in driving acquisition, branding, and cross-sell opportunities to millions of customers across a suite of consumer banking products.
As an Owned Channel Digital Execution Lead on the Marketing Execution team, you'll shape the business-driven marketing technology solutions that drive strategic initiatives across channel Execution.
Working at the intersection of business and technology, you'll interact with colleagues in various lines of businesses to learn about challenges and opportunities and translate that insight into high-quality solutions.
Your role requires deep technical business analysis skills - including expertise in everything from business process management, data management to functional design - it also hinges on project management, teamwork, and leadership.
You should be experienced with campaign and timeline management, collaboration with agencies/vendors, measuring and reporting key metrics for digital campaigns, and process adherence through the established workflow.
You will also act as a validation and quality assurance expert.
You will conduct requirement analysis, define campaign strategy & design, and lead test execution to guarantee superior outcomes.
Job Responsibilities:
* Work with the Functional managers, strategy owners to align team on delivery, campaign goals, and other necessary information
* Own the delivery of release/deployment of ads/emails from start to finish
* Manages the execution, monitoring and controlling of each projects/campaigns using Agile principles.
This includes managing planned and unplanned changes, risks and issues to ensure rapid delivery and greater predictability
* Establish strong process knowledge and subject matter expertise to be able to remove impediments and advise campaign teams with risk and issue resolution
* Maintain Process tollgates/checkpoints and deliverables in support of Audit Compliance and perform audit compliance checks as needed in prep for external as well as internal audit requirements.
* Partner with Strategy partners to maintain the Release Calendar
* Creates an environment of collaboration within the teams that allows for open dialogue and productive solutions for resolving conflicts
* Seeks opportunities for improvement to the overall effectiveness of teams and organization
* Embraces the concept of continuous learning in your own journey and instills the same in the team(s) you manage and coach
Required qualifications, capabilities and skills:
* 4 year college degree, in Information Systems, Business, Marketing or related-field
* Strong familiarity and adherence to core Agile values and principles
* Familiarity with Digital Delivery and Campaign Management
* Track record of delivery-focused collaborative working in fast paced complex environments
* A strong desire to learn and passion for digital marketing, research and analytics
...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-07 07:32:00
-
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.
* Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to in...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:58
-
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: San Pedro, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:56
-
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: Rancho Palos Verdes, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:52
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Cambridge, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:52
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: North Hollywood, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:51
-
The J.P.
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform.
The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As the Wealth Management Affluent Strategy and Cross Channel Referral Vice President within J.P.
Morgan Wealth Management, you will be responsible for managing initiatives aimed at growing and deepening Wealth Management's relationship with affluent clients.
You will also oversee the end-to-end processes and operational efficiencies of the referrals processes between the JPMorgan Wealth Management (JPMWM) and Chase's Consumer Bank, including the JPMorgan Private Client (JPMPC) organization.
In this role you will be highly visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels (CWM and JPMA), Consumer Bank, and JPMorgan Private Client.
You must have a strong operational mindset, be detail-oriented, have experience working with a client-facing sales organization, and be skilled at managing in a fast-paced environment.
Your ability to adapt and remain flexible in a constantly evolving business are key attributes for success.
Job responsibilities
* Ensure the affluent strategy is aligned to JPMorgan Wealth Management and lead initiatives to activate strategy with advisors and other client-facing Wealth Management partners
* Design, build and implement a long-term scalable referral partnerships for JP Morgan Wealth Management
* Establish and coordinate regular cross-line of business updates with Wealth Management and Consumer Bank leadership to discuss program progress, decision making, and overall operations
* Lead ongoing engagement with field leadership to drive strategy and scale programs
* Balance the priorities and business objectives of both the Private Client business and the Wealth Management businesses
* Identify risks and escalate issues quickly and appropriately, helping to resolve with a solution-focused mindset
* Serve as the business SME for referrals within JPMWM, partnering with Product and Tech to influence and design the tools required to support referral models, including updates to existing tools and the build of net new tools and capabilities on behalf of the field
* Identify, build, and manage reporting capabilities to track success metrics and recommend opportunities for improvement
* Coordinate performance and reporting updates for key stakeholders, including Change Impact and Business Practices forums
* Build trust and rapport through all interactions to deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives
Required qualificat...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:50
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Hartford, US-CT
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:50
-
Join JPMorganChase as a Fund Servicing Associate II and be at the forefront of enhancing our operational services in fund accounting and administration.
This role offers a unique opportunity for career growth and skill development, as you collaborate with a dynamic team and contribute to impactful solutions.
Experience the benefits of being part of a leading financial institution that values innovation and continuous improvement.
As a Fund Servicing Associate II, within JPMorganChase, you will play a pivotal role in enhancing our fund servicing operations.
Leveraging your broad knowledge of fund accounting and administration, you will provide advice and support to ensure progress within established procedures and policies.
Your work will have a significant impact on our department, requiring you to apply your advanced analytical and problem-solving skills to develop solutions for varied and complex issues.
Your advanced emotional intelligence will be key in building trusting relationships and influencing better outcomes for our team and clients.
Your role will also involve planning and organizing your own work, and potentially that of a team, while continuously seeking opportunities for improvement and innovation in our operating platform.
Job responsibilities
* Prepare and review various deliverables related to expense accruals, budgeting, income distributions, capital gains, board materials, and prospectus/SAI, while maintaining all required controls.
* Research and resolve issues or queries, communicate effectively, and escalate in a timely manner as needed.
* Define and ensure successful completion of ad-hoc requests.
* Ensure adherence to checklists and Standard Operating Procedures.
* Assist management in the implementation of new checklists and procedures and participate in projects.
* Assist with workflow management and technology enhancements and make suggestions to streamline operations.
* Oversee the maintenance of accurate accounting and securities records for each fund administered, ensuring adherence to all prescribed controls for fund accounting processes.
* Investigate and resolve accounting or securities transaction issues breaching JP Morgan system tolerances, implement accurate and timely operational procedures, partner with Operations, Technology, Product, Sales, and Program Management teams, and identify and address process vulnerabilities to drive continuous improvement.
* Support training of new hires as necessary and perform other duties as assigned.
* Willing to travel to Boston for training if needed.
Required qualifications, capabilities, and skills
* Demonstrated expertise in fund accounting and administration, with at least five years of experience focusing on maintaining accurate accounting and securities records, evidenced by successful management of related tasks and responsibilities.
* Demonstrated proficiency in identifying and resolving issues rel...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:49
-
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: Westborough, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:47
-
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Core Cash Fraud Prevention, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job Responsibilities
* Develops a product strategy and product vision that delivers value to customers, aligned with business objectives and risk appetite for fraud prevention solutions
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap, including threat analysis, competitive benchmarking, and emerging fraud pattern identification
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition using Agile methodologies
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, reliability, fraud detection effectiveness, and false positive rates
* Leads the design, development, and optimization of fraud detection rules, models, and algorithms for core cash payment channels including Wires, ACH, RTP, and emerging payment methods
* Analyzes fraud trends, attack vectors, and typologies to continuously enhance detection capabilities while balancing fraud prevention effectiveness with customer experience
* Collaborates with data science teams to develop and deploy machine learning models for fraud detection and defines fraud case management workflows and investigation processes
* Leads the design and implementation of on-premises fraud prevention solutions with consideration for security, scalability, and performance requirements
* Develops and executes migration strategies to transition fraud detection capabilities from legacy systems to modern platforms with zero or minimal disruption through comprehensive testing and contingency planning
* Designs fraud detection and prevention mechanisms that comply with regional regulatory requirements
* Collaborates with compliance, legal, and risk teams to ensure product features meet all applicable regulatory standards, fraud reporting obligations, and maintain proper documentation and audit trails for regulato...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:46
-
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Core Cash Fraud Prevention, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Job responsibilities
* Collaborate with partner teams to onboard their payments to the fraud detection system that addresses emerging threats and customer protection needs through security research, threat analysis, and understanding the evolving threat landscape.
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
* Experience of working on Fraud Tools like ThreatMetrix, Zimperium, Emailage ,Neustar
Preferred qualifications, capabilities, and skills
* Understanding of Banking Payment Domain including Wires, ACH, Real Time Payments, and ISO 20022 standards
* Strong proficiency in Agile development methodologies and tools (JIRA)
* Experience with API design, contract definition, and specifications (Swagger preferred)
* Knowledge of web service protocols and technologies (SOAP, XML, JSON)
* SQL and database scripting capabilities with ability to analyze large datasets
* Familiarity with UML modeling tools (Visio or equivalent)
* Experience with fraud detection rule engines and scoring models
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, commer...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:45
-
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: Telluride, US-CO
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:43
-
Join our exceptional team of high-energy leaders as a Lending Manager in Chase Home Lending and put your knowledge and understanding of the home lending industry to good use by leading and motivating a team of Senior Home Lending Advisors.
You will adhere to all regulatory requirements while executing on the strategic business plan to promote and market the firm's mortgage products to clients, team members, and partners inside and outside the branch footprint, attain mortgage lending goals, generate profit and manage and grow a team.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Lending Manager in Chase Home Lending, you have an opportunity to build a team and impact strategic growth while helping 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
* 5+ years of sales/mortgage/lending/originations management experience in a retail banking environment and cross-selling to mortgage customers.
* Excellent P&L management skills with substantial experience leading a profitable retail business and executing a strategic business plan.
* Proven track record of successfully recruiting, interviewing, hiring, developing, managing, and retaining 10 or more Field Home Lending Advisors with an ability to lead, model, coach, and mentor all levels of sales and sales management.
* Excellent written and oral communication skills with the ability to build strong relationships with internal business partners to achieve success.
* Excellent working knowledge of the originations market including conforming, nonconforming, and home equity as well as competitor product, pricing, and business strategies.
* Strong knowledge of current environment underwriting standards (e.g.
Knowledge of FHA, VA...
....Read more...
Type: Permanent Location: Sarasota, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:43
-
Join a collaborative team that empowers advisors with innovative investment solutions and expert guidance.
As a Multi-Asset Specialist, you'll play a pivotal role in supporting our advisory business and shaping the future of investment advice at JP Morgan.
As a Vice President, Multi-Asset Specialist on the Investments and Advice Team, you will partner with regional leadership, advisory programs, and managed solutions to deliver exceptional service to JP Morgan Advisors and their investment teams.
You'll leverage your expertise in portfolio construction, risk, and asset allocation to support both discretionary and non-discretionary advisory platforms, ensuring our advisors have access to the best investment management solutions.
Job responsibilities
* Deliver exceptional advisor service and drive commercial growth within the JPMA Advisory business
* Advise, identify, and select appropriate investment solutions based on advisor and client needs; assist with client proposals
* Present on national and regional call series; manage communication with assigned regional coverage areas
* Partner with regional sales management to provide content, increase investment flows, identify trends, and offer thought leadership across market conditions
* Develop thorough knowledge of the investment platform and all available investment management solutions
* Serve as key support for all investment products and services for advisors
* Travel occasionally to assigned regions as required (likely semi-annual, depending on demand)
Required qualifications, capabilities, and skills
* Bachelor's Degree
* 5+ years of relevant experience
* Strong knowledge of asset allocation and portfolio construction
* Passion for markets and the evolving investment landscape
* Team-oriented with ability to interact effectively across all organizational levels
* Strong verbal and written communication skills
* Strong organizational skills with ability to execute on multiple objectives in a demanding environment
Preferred qualifications, capabilities, and skills
* SIE, Series 7, and Series 66 licenses (mandatory to obtain within 120 days)
* Advanced credentials: CFA, CIMA, CFP (not required)
* Advisory background preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitab...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:42
-
Join our Incentive Compensation team today!
As a Data Analytics and Transformation Associate within the Incentive Compensation team, you will support data-driven decision-making, improve operational efficiency, and help transform processes through analytics, KPI planning, and automation.
You will identify root causes of operational issues, develop solutions, and contribute to a culture of continuous improvement.
Job responsibilities:
* Collaborate in planning and developing KPI metrics aligned with organizational goals.
* Conduct in-depth data analysis to uncover operational issues and identify root causes.
* Streamline daily activities by assessing and improving current processes.
* Analyze manual processes to identify inefficiencies and automation opportunities.
* Develop process maps and flowcharts to document workflows.
* Work with cross-functional teams to implement data-driven improvements.
* Develop and execute change management plans, including communication and training.
* Map user interfaces for seamless integration with automated solutions.
* Identify and implement continuous improvement opportunities.
* Utilize ServiceNow to identify root causes of inquiries and enhance customer experience.
* Integrate data from legacy systems and multiple flat files for comprehensive analysis and reporting.
Required qualifications, capabilities, and skills:
* 5+ years of experience in data analytics and transformation with strong data-driven decision-making skills.
* At least 2 years in project management and operations, supporting automation projects and process improvements.
* Skilled in managing and analyzing large volumes of granular data.
* Expertise in Excel and PowerPoint for actionable insights and presentations.
* Proficiency with automation tools (UiPath, Automation Anywhere, Pega, Alteryx).
* Experience with business process modeling tools (Visio, Lucidchart, Signavio).
* Ability to develop and maintain automation scripts or workflows using Python.
Preferred qualifications, capabilities, and skills:
* Team player with the ability to meet tight deadlines.
* Strong influencing, problem-solving, and communication skills.
* Experience integrating LLMs for document processing, data extraction, and conversational interfaces.
* Experience with ServiceNow to streamline inquiries and enhance efficiency.
* Strong storytelling skills with analytics; able to communicate insights effectively.
* Experience with Tableau for data visualization.
* Bachelor's degree in Information Technology, Business, or a related field.
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...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:42
-
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: Sun Valley, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:41
-
Handy Person
Pay £12.60 per hour (salary £24,638 per annum)
Permanent, full time (37.5 hpw)
Middlesbrough, Thornaby and East Cleveland
We can’t offer a CoS for this role
Home, a place where you belong
We have a brilliant opportunity to join our fantastic Older Persons team.
We are the multi skilled hands-on practical support that helps our colleagues deliver services to our customers.
We work with customers who are over 55 and have a housing or support need, across a mix of properties and grounds.
As our handy person, you’ll spend much of your time working across our five sheltered services.
What’s in it for you?
* 34 days leave, pro-rated (including bank holidays and a “me day”)
* Paid time off for volunteering
* Matching Pension contributions (up to 7%, with life assurance of 3x Basic Salary)
* Save up to £1140 yearly with our health cash plan, covering dental, optical, and therapies
* Career path with development and an excellent training package
* Excellent benefits and rewards including supermarket discounts and travel expenses
What you’ll do
* Perform minor or emergency repairs, decorating and cleaning in properties and communal areas.
* Handle tasks like hanging curtain poles, moving furniture, touching up paint, changing washers, unblocking sinks, mowing lawns and clearing grounds.
* Carry out regular fire safety checks.
* Work with colleagues, contractors and customers.
* Liaise with Customer Service Centre and contractors to report and follow up on repairs outside your remit.
Why join us
Your skills make a real difference to people's lives and communities.
You’ll have the tools, trust and training to do your best work and see the impact it makes.
Be part of one of the UK’s top 10 Great Places to Work!
You have
* A team player with a can-do attitude and enthusiasm.
* General maintenance know-how, a bit of carpentry, basic plumbing and confidence with a paintbrush or broom
* Comfortable working and communicating with people from all walks of life.
* Ability to use technology for reporting repairs via email, complete compliance information in the health and safety control book and complete mandatory e-learning.
* To get from A to B, you’ll need a valid driving licence and a vehicle insured for business purposes.
The great news is that we’ll pay your mileage!
Stronger together
We do our best work when we’re ourselves.
That’s why inclusion, wellbeing, and our diversity networks help make Home Group a great place to work!
The practical bits
* We mainly work Monday to Friday 8.30am to 4.30pm, but we’re flexible as long as we meet our customer’s needs.
* You'll be based at Prospect Place and travel around the 5 schemes around Teesside.
* Occasionally you'll head outside the patch for all hands on deck situations.
* You’ll need a Standard DBS check, we pay for it.
Find out m...
....Read more...
Type: Permanent Location: Middlesbrough, GB-ENG
Salary / Rate: Not Specified
Posted: 2026-03-07 07:31:40
