-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer - AWS/Python at JPMorgan Chase within the Consumer and Community Banking-Card Technology team, your role involves designing, developing, and implementing market-leading robust technology products that align with the organization's strategic goals.
You will leverage your expertise in design, architecture, data modeling, data migrations, data integration, software and product development, collaborating with cross-functional teams to achieve target business goals.
Job responsibilities:
* Lead and mentor a technology scrum team, fostering a culture of innovation and excellence
* Lead the strategic direction and execution of software solutions, encompassing design, development, and technical troubleshooting, with the ability to innovate beyond routine or conventional approaches to build solutions and resolve complex technical challenges
* Collaborate with product and business teams to develop and execute a multi-year roadmap for platform features
* Define database back-up, recovery, and archiving strategy and design & develop data pipelines end-to-end
* Drive the modernization and transformation of the platform, ensuring scalability, security, and performance
* Oversee the end-to-end development process, including requirements definition, design, implementation, testing, and integration
* Develop multi-year roadmaps aligned with business and technology strategies, designing reusable frameworks using new technologies, and setting the vision for future technological advancements
* Ensure alignment with the firm's Risk and Control agenda and security standards
* Provide mentorship and training to new development teams, promoting continuous learning and improvement
* Create functional and technical documentation supporting best practices
Required qualifications, capabilities and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Expertise in coding modern programming technologies such as Python, Java, NoSQL databases, SQL, Container Orchestration (Kubernetes), and a variety of AWS tools and services in automation and continuous delivery methods.
* Experience in aligning technology roadmap strategy to business goals and executing complex projects
* Proficiency in architecture disciplines within programming including design, data modeling, integration, cloud data services, data domain driven design
* Proven experience developing, debugging, and maintaining code within large corporate environments, utilizing multiple modern programming languages and database querying languages
* Practical experience in AWS cloud implementation, big data technologies, and data engineering disciplines, with proficiency in AWS data services such as Lake Formation, Glue ETL, ECS, EMR, S3, Glu...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:30
-
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: South Richmond Hill, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:29
-
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: Loves Park, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:29
-
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 Connected Banking - Growth, 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
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Demonstrates strong business acumen combined with product skills to deliver for the customer and the business
* Presents to Senior Digital Leadership on the progress we're making in delivering impactful financial insights across the ecosystem
* Leads a horizontal team through building and leveraging great partnerships, expert collaboration and sharp communication
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Strong partnerships with Design and Tech partners
* Demonstrated experience leading a global team of Product Managers
* Comfort with data and a history of making data-driven decisions that drive beneficial outcomes
* Highly proficient in tools ranging from Jira to Microsoft Excel and Power point
* Demonstrated ability to manage multiple, diverse work streams to completion
* Strong collaborator with robust organizational skills
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
* Business acumen with experience leading product work in a high-volume line of Business
* Deep understanding of f...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:28
-
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, 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.
As an Associate Banker in a Chase Branch, you 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 opening 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.
* Provide support and coverage to multiple branch locations, local travel required.
Required Qualifications, Capabilities, and Skills
* 6 months Associate Banker experience required.
* 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 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.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* 1+ year of Associate Ban...
....Read more...
Type: Permanent Location: Ukiah, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:27
-
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: McHenry, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:27
-
Elevate your career as a Project Manager II with us, where your operational expertise and leadership will drive transformative projects and shape the future of our industry.
Join a dynamic team that values innovation and collaboration, offering unparalleled opportunities for professional growth and mobility.
Leverage your expertise in operations management, process optimization and cross-functional project delivery while enjoying a supportive environment that champions your success.
Be part of a company that invests in your development and celebrates your achievements.
Your next big career move starts here!
As a Project Manager II within 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, 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 operational processes and outcomes ensuring alignment of operations with our business strategy and vision.
You will apply your knowledge of project management, operational effectiveness and process improvement, leveraging your skills in data analytics, digital proficiency, and cross-functional collaboration to drive success.
Job responsibilities:
* Lead the planning and execution of complex, cross-functional projects across Equities, utilizing your skills in data analytics and digital proficiency to deliver results aligned with business strategy.
* Develop and manage integrated project plans, ensuring appropriate resources are assigned and milestones are met, while regularly communicating progress to stakeholders.
* Maintain a robust and auditable governance process to ensure accurate and timely delivery of overall project.
* Regularly communicate progress, update, risks and issues to a diverse group of stakeholders.
* Ensure all projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines, maintaining our control environment.
Required qualifications, capabilities, and skills:
* Proven expertise in managing or leading complex projects or programs from inception to execution, demonstrated through 4 plus years of experience or equivalent.
* Demonstrated ability to apply advanced analytical, technical, and problem-solving skills in a project management context.
* Experience in project governance and stakeholder management.
* Strong interpersonal, verbal and written communication skills.
* Effective presentation skills, at all levels.
* Automation to streamline project workflows and increase operational efficiency.
* Foster a culture of innovation by enco...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:26
-
Elevate your career as a Project Manager II with us, where your operational expertise and leadership will drive transformative projects and shape the future of our industry.
Join a dynamic team that values innovation and collaboration, offering unparalleled opportunities for professional growth and mobility.
Leverage your expertise in operations management, process optimization and cross-functional project delivery, while enjoying a supportive environment that champions your success.
Be part of a company that invests in your development and celebrates your achievements.
Your next big career move starts here!
As a Project Manager II within 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, 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 operational processes and outcomes ensuring alignment of operations with our business strategy and vision.
You will apply your knowledge of project management, operational effectiveness, and process improvement, leveraging your skills in data analytics, digital proficiency, and cross-functional collaboration to drive success.
Job responsibilities:
* Lead the planning and execution of complex, cross-functional projects across Equities, utilizing your skills in data analytics and digital proficiency to deliver results aligned with business strategy.
* Develop and manage integrated project plans, ensuring appropriate resources are assigned and milestones are met, while regularly communicating progress to stakeholders.
* Maintain a robust and auditable governance process to ensure accurate and timely delivery of overall project.
* Regularly communicate progress, update, risks and issues to a diverse group of stakeholders.
* Ensure all projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines, maintaining our control environment.
Required qualifications, capabilities, and skills:
* Proven expertise in managing or leading complex projects or programs from inception to execution, demonstrated through 4 plus years of experience or equivalent.
* Demonstrated ability to apply advanced analytical, technical, and problem-solving skills in a project management context.
* Experience in project governance and stakeholder management.
* Strong interpersonal, verbal and written communication skills.
* Effective presentation skills, at all levels.
* Automation to streamline project workflows and increase operational efficiency.
* Foster a culture of innovation by en...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:25
-
Are you a strategic thinker and passionate about delivering the right solutions to clients? You have found the right team!
As a Market Readiness Associate on the Market Management & Client Solutioning team, you will play a key role in supporting initiatives that leverage data-driven insights and emerging technology to enhance the effectiveness of treasury sales teams across all industry and market segments within the Commercial Bank.
You will utilize your project management, data analytics, and storytelling skills to help develop and optimize internal training, resources, and client-facing materials to drive strategic client engagement.
Job responsibilities
* Collaborate with strategy leads to manage an ambitious, data-driven roadmap of projects across various industry and treasury solution cohorts.
* Help create client messaging materials using market data and visual tools to effective, industry-specific conversation starters and pitchbooks to sales teams.
* Support the development and coordination of sales readiness plans to help bring new innovative treasury solutions to market.
* Leverage AI and automation to enhance efficiency and help drive innovate ways to strategically deliver.
* Support the development and delivery of industry and persona-based sales-focused training programs.
Required qualifications, capabilities and skills
* 2+ years of relevant experience in go-to-market strategy, product management, product marketing, communications, treasury management sales, or business to business sales.
* Creative thinker with strong storytelling skills in PowerPoint, Excel, Shorthand, and internal applications.
* Strong data analytics skills, including the ability to interpret complex datasets, identify trends, and generate actionable insights to support business decision-making.
* Advanced project management skills to manage multiple, diverse engagements with strong attention to detail.
* Exceptional writing skills and proven experience communicating key value messages across matrixed organizations.
* Proven ability as a self-starter, detail oriented, well organized and able to multi-task effectively.
* High level of independence, energy and integrity; demonstrates respect for a diversity of opinions and styles, and accepts accountability and responsibility.
* Inquisitive thinker with passion for understanding our clients' business and needs.
Preferred qualifications, capabilities and skills
* Knowledge and experience selling payment solutions or treasury solutions.
* Experience in notable product marketing campaigns, marketing collateral and successful pilot and rollout execution.
* Degree or experience in data science, business intelligence, AI, or business analytics.
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, ins...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:25
-
At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Fraud at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
* Develo...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:24
-
Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines.
As a Product Portfolio Operations Manager in HR Employee Development & Performance (ED&P), you are a foundational member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for creating structures that enhance coordination in our product line.
Job responsibilities
* Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives
* Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices
* Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized
* Implements a product-level collection strategy consisting of controls, financials, and resourcing needs
* Adapt and evolve the product-line control framework to address cross-product priorities, optimize sequencing, and manage trade-offs
* Oversee business operations to ensure product lines adhere to robust control standards while accelerating time to market
* Serve as a subject matter expert to Product Managers, ensuring compliance with regulatory, legal, and industry requirements
* Represent the business in partnership with Control Management, providing insights into business roadmaps and addressing control and process-related inquiries
* Manage the AI/ML inventory, ensuring operational processes meet evolving control standards and are updated as technology advances
* Lead the automation of manual operational reporting and related processes to improve efficiency
* Develop control-related training materials to educate and advise product and partner teams, leveraging Learn and Performance processes
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in program management, performance optimization, or related fields
* Proven ability to manage and implement operational effectiveness initiatives
* Proven ability to operate within the product development life cycle and agile methodologies
* Demonstrated success in managing and executing operational effectiveness initiatives
* Strong understanding of risk management frameworks, industry standards, and financial industry regulatory requirements
* Exceptional analytical and problem-solving skills, with a keen attention to detail
* Excellent time management and organizational skills, with the ability to prioritize and manage multiple assignments simultaneously
* Proven ability to build strong relationships and collaborate effectively across cross-functional teams and st...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:21
-
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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:20
-
We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Commercial and Investment Bank, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Proven experience as a UI Developer using React, JavaScript, HTML5, CSS3, and responsive design principles.
* Strong understanding of UI/UX principles and best practices, with the ability to create visually appealing and user-friendly interfaces.
* Experience with frontend state management libraries such as Redux
* Proficient in coding in Java, Spring Boot, JPA, SQL, REST
* Experience with event driven architecture using Kafka
* Experience building RESTful backend applications (Spring Boot) and good relational enterprise databases (Oracle) experience
* Experience with version control systems, such as Git.
* Strong knowledge of CI/CD e.g.
Jenkins
* Experience in developing, debugging, and maintaining code in a large corporate environment
* Solid understanding of cross cutting concerns such as Application Resiliency, and Security
Preferred qualifications, capabilities, and skills
* Knowledge of UI testing frameworks and tools, such as Jest, React Testing Library and Enzyme
* Familiarity with backend JavaScript frameworks (Express)
* Familiarity with Groovy and Gradle
* Familiarity with containerization technologies such as Kubernetes or Docker
* Exposur...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:19
-
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 Global Banking Platform, 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
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* 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
* Collaborate with the Area Product Owner to develop the roadmap and vision for platform capabilities, prioritize the backlog, and assist in the overall delivery process
* Provide answers and clarify requirements for scrum teams
* Review sprint outcomes and assist with release planning
* Create and implement new platform features as a Functional and Technical Subject Matter Expert on platform capabilities while working with various APG teams within the Global Banking Platform
* Maintain a strong emphasis on \"building the right thing in the right way\" to deliver high-quality solutions that meet customer needs
* Conduct data analytics
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
* 5+ years experience working in engineering, technology, innovation, business strategy, analytics, new product development
* Bachelor's degree in technical field (Computer Science, Engineering etc)
* Proficiency in Agile methodology.
Knowledge of JIRA to do product planning and Sprints
* Excellent verbal and written skills and ability to work well in cross-functional teams and ability to partner across various disciplines and levels of technical knowledge
* Experience using data analytics and data v...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:17
-
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: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:17
-
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: Garland, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:15
-
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 Global Banking Platform - Capabilities Team, 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.
Consumer & Community Banking (CCB) Operations Product organization provides critical cross line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees.
As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy, and building the roadmap to solutions that impact millions.
Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Spearheads the area product for shared services within the Global Banking Platform, driving successful delivery of the area product group
* Collaborates strategically with vendor partners to shape the product maturity roadmap, aligning it with the needs of tenants such as Deposits, Lending, and Rewards
* Transforms the maturity vision of the platform into actionable requirements, partnering closely with product owners and engineering teams from solution design through implementation
* Serves as a functional and technical subject matter expert on platform capabilities, working alongside various teams to develop and launch cutting-edge features
* Develops the roadmap and prioritizes the backlog for the area product group
* Advises on business priorities and provides guidance to partners on options and risks ass...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:15
-
You are passionate about delivering solutions to clients, and have experience in relationship management within payments.
As a Strategic Sales Business Development Representative within our Merchant Services team, you will be a strategic thinker, passionate about delivering payment solutions to clients.
You will leverage your experience in relationship management within Payments to sell our services to both new and existing clients.
This role provides an opportunity to communicate with key decision-makers at various levels and propose solutions from our payment solution portfolio.
Your strong organizational skills and ability to multi-task will be crucial in this fast-paced environment.
Job Responsibilities:
* Largely reactive role that can execute against various initiatives freeing up proactive capacity within the SMB Sales Organization
* Perform with a nimble approach to execute against various front book and back book initiatives
* Lead nurturing campaigns in partnership with Marketing (unable to contact/stale leads)
* Handle inbound leads for marketing experiments - triage and perhaps convert to an opportunity for sales team in some cases, or work the opportunity in others (e.g., new populations, complicated offers)
* Cultivate relationships with existing merchants to create testimonial opportunities
* Set up merchant accounts for small business clients that need to accept credit cards as a form of payments
* Help to craft the onboarding experience that sales will use to onboard new merchants, key stakeholder in the development of our new payment platform
* Execute on future product pilots prior to general availability
* Learn about Value Added Services offerings as they become available and cross sell them into the existing merchant book of business to add revenue, increase loyalty and reduce client attrition
* Manage multiple prospects/customers and different stages of sales funnel and decrease time to revenue
* Participate in an active feedback loop with sales leadership, marketing, product, and commercialization to prove out effectiveness of various products and programs
Required qualifications, capabilities and skills:
* Minimum 2 years of sales experience and/or Bachelor degree.
* Strong telesales, written communication, and interpersonal skills.
* Excellent organizational skills and ability to manage multiple sales programs simultaneously.
* Quick retention of training information for accurate application.
* Advocate for process improvement and proactive in providing feedback.
* Innovative thinker and agent of change.
* Ability to multitask and thrive in a fast-paced environment.
* Detail-oriented and focused.
* Proficient in Salesforce CRM and managing a sales pipeline.
Preferred qualifications, capabilities and skills:
* Bilingual is a plus.
* Experience in merchant services sales, relationship management, or banking
...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:14
-
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: East Peoria, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:12
-
You will play a pivotal role in driving financial success by leading expense management, innovative solutions, and impactful reporting.
As the Business Analysis Director in the Payment Network Office, you will have an integral part in driving the overall financial goals of the firm by managing expenses from the payment networks.
To do this you will minimize under-utilized optional services, partner with product engineers to develop solutions that accurately pass thru these expenses to our merchants, triage billing issues, manually bill in instances there is not a systemic billing option.
This role is a highly visible one with regular reporting to senior management on expense reduction opportunities and historically has been responsible for tens of millions of dollars in annual expense reduction.
Job Responsibilities
* Lead a high-performing team of data analysts responsible for validating billions of dollars in annual expenses, ensuring accurate merchant billing, managing manual billing activities, estimating financial impacts of new mandates, and validating brand updates.
* Drive expense management by building and executing a strategic roadmap to reduce overall network costs.
* Partner with relationship management teams to support network contract negotiations.
* Serve as a subject matter expert on network expenses, contributing to modernization initiatives.
* Champion automation and innovation by developing ML/AI solutions to streamline manual processes across the payment network office and beyond.
* Mentor junior associates to foster professional growth and team development.
Required qualifications, capabilities and skills
* 8+ years in payments, ideally working for an acquirer, payment network, or fintech.
* 3+ years managing a high-performing team.
* Demonstrates Strong data analytics skills with experience in at least two of the following: SQL, SAS, Python, Essbase, R, Alteryx.
* Illustrates deep knowledge of the overall payments' ecosystem, including transaction economics (interchange and scheme fees).
* Ability to partner cross-functionally with all areas of the business.
Preferred qualifications, capabilities, and skills
* 10+ years in payments, ideally working for an acquirer/processor, payment network, or fintech.
* Advanced degree in Data Science, Statistics, Computer Science, Economics, or related quantitative field.
* Undergraduate degree.
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...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:11
-
If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you.
Join our team and help us develop game-changing, high-quality solutions.
As a Senior Lead Architect at JPMorgan Chase within the Merchant Payments team of Commercial Investment Banking org, you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platforms products.
You drive significant business impact and help shape the target state architecture through your capabilities in multiple architecture domains.
Job responsibilities
* Engages business and technology stakeholder to discuss and propose design approaches to meet current and future needs of various business initiatives
* As a member of the team, build trusted relationships with business and technical decision makers in the customer's organization to provide business and technical thought leadership,
* Identifies opportunities to modernize platform capabilities along with business initiatives
* Helps define strategy, roadmap for product go to market and breakdown of technical delivery
* Helps define the target state of their product and drives achievement of the strategy
* Participates in architecture governance bodies
* Evaluates recommendations and provides feedback on business needs, options to get to market
* Executes creative software solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information
* Practical cloud native experience
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Strategic mindset in shaping digital transformation for payments business - includes digital onboarding, self servicing experience for clients, partner integration
* Strong experience in web developer frameworks, web architecture, mobile frameworks
* Strong experience in APIs - api standards, functional, governance
* Strong experience in Identity and access management includes partner integration via APIs or webStrong experience in acquiring / merchant services payment understanding
* Experience with in-store or eCommerce merchant payments
* Ability to understand business requirements, create design, create technical delivery roadmap and technical know how's
* Strong technical ...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:10
-
About The Team:
The J.P.
Morgan Wealth Management Business fits into the larger Consumer Business.
We partner closely with our consumer partners to deliver a full suite of solutions for every client.
The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business.
This includes owning the strategy and implementation of goals-based planning, establishing a client onboarding & service model, delivering a set of investment solutions aligned to client goals, and appropriately utilizing tools and technology to improve client experience.
The Practice Management and Advisor Development team supports both leaders and advisors in the branch and in the centralized advisor centers.
This is a highly visible team with extensive interaction with senior management across all functions and Lines of Business to drive meaningful change across the business.
Our goal is to help advisors successfully engage with clients.
The Advisor Development Team supports the development of branch based advisors through a national new hire framework.
Practice management concepts are the foundation of the new hire framework and is complemented with dedicated coaching, leadership alignment and milestone completion.
The Role:
The Program Specialist is responsible for supporting the overall program operations of the Advisor Growth Program.
The Program Specialist will assist in the execution of national training by ensuring participants progress through the framework with a consistent experience.
This role will also partner closely with multiple members of the team expanding from field execution to program coordination.
Core Responsibilities:
* Partner closely with onboarding and field leadership to prepare participants for the new hire framework
* Execute daily/weekly/monthly routines through calendar management, participant/stakeholder communications and reporting
* Address incoming stakeholder and participant inquiries regarding program operations and experience
* Create and maintain monthly schedule of milestone activities and deliverables
* Monitor participant progress through monthly milestones, learning sessions and communicate completion of required activities
* Execute participant and stakeholder scorecards
* Manage participant progress within the program
* Support overall program operations and initiatives
* Optimize existing processes to enhance efficiency
Qualifications:
* 3-5 years broad business experience, preferably in the wealth management industry
* 1+ years of experience in program, product or project management experience preferred
* Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook and Teams)
* Advanced knowledge in Alteryx and Tableau
* Ability to multi-task and adapt to changing priorities
* Exceptional...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:10
-
Organization Description
J.P.
Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
J.P.
Morgan Private Advisory is a cross-disciplinary group of over 100 global specialists within the Private Bank who collaborate to deliver innovative and forward-thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their goals.
The Senior Estate Planning Innovation Lead will join J.P.
Morgan Private Advisory.
This individual will be expected to lead the digital transformation of the estate planning offering, driving the design and implementation of innovative technology solutions to enhance the client and advisor experience.
Job Description
Estate planning advice is a critical topic for high net worth individuals, especially in understanding how their balance sheet interacts with their estate planning documents.
We are seeking a highly skilled and experienced professional to lead the digital transformation of our estate disposition offering, which helps our clients understand the structure and eventual implications of their estate planning documents on their assets and beneficiaries and heirs.
This role is pivotal in bringing to life our vision for a platform that will enhance the capabilities of our estate planning review team and provide valuable insights to advisors and clients.
The ideal candidate will have a strong background in estate planning and tax, preferably with a legal or accounting background, and experience in project management and digital technology development.
Success in this role will be defined by the successful implementation of a digital solution that scales our estate planning review services, enabling more advisors to engage their clients in this dialogue, and enhancing and deepening client relationships.
Job Responsibilities
* Build a deep understanding of J.P.
Morgan's existing estate disposition analysis capabilities.
* Develop and execute a strategic vision and roadmap for the digital transformation of the estate disposition offering.
* Partner closely with Product and Technology teams to ensure the successful design, development, and implementation of the digital estate disposition analysis platform.
* Collaborate with cross-functional teams, including estate planning review team, wealth advisors, and Private Bank advisors, to gather requirements and ensure the platform meets user needs.
* Provide subject matter expertise in estate planning and tax matters to guide the development of the platform, with an eye towards ensuring accurate implementation and user efficiency.
* Partner with Private Bank business stakeholders to lead the go-to-market approach, drive adoption and training, and scope advisor support needs.
...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:09
-
Organization Description
J.P.
Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
J.P.
Morgan Private Advisory is a cross-disciplinary group of over 100 global specialists within the Private Bank who collaborate to deliver innovative and forward-thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their goals.
The Senior Tax Strategist will join the Tax Strategy team within J.P.
Morgan Private Advisory and report directly to the Head of Tax Strategy.
This individual will be expected to develop and deliver thought leadership, insights, and advice to advisors, clients and prospects on tax-efficient wealth structuring techniques and strategies used across the high net worth wealth spectrum.
Job Responsibilities
* Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find or develop bespoke solutions to address their needs.
* Author or contribute to timely thought leadership to be shared with clients and prospects.
* Participate in and present at internal and external forums to share wealth planning advice that helps our clients better leverage the solutions available to them.
* Work with partners across both the Private Bank and the firm to develop tax-efficient solutions and strategies addressing our clients' changing needs.
* Support clients and internal partners with deep knowledge of legislative, legal, and regulatory issues and changes that affect the structures and strategies high net worth clients often employ.
* Educate internal partners and Private Bank advisors on foundational tax concepts and the tax-efficient investments.
* Build and maintain a strong professional network with external tax and legal advisors who work with our clients and prospects
* Demonstrate expertise in the tax implications and structuring of a wide range of investment products, including equities, fixed income securities, derivatives, structured notes, private placements, and alternative investments with an emphasis on solutions relevant to high net worth clients.
Qualifications, Capabilities, and Skills
* Bachelor's degree required; JD or CPA
* 8 years+ of work experience in an analytically demanding role in the financial services industry, preferably in asset or wealth management, or in related, specialized professional services firms
* Knowledge of investment products, income taxes, transfer taxes and estate planning, as well as related fields of law, for high net worth individuals
* Ability to work independently and as a team player
* Hard working with ability to perform under ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:08
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:08
