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Position Summary:
The Account Executive manages the overall contract and relationship with existing complex clients and their consultants.
This position is the owner of the strategic renewal plan, development of long term account strategy and leads the growth & retention of current clients.
The Account Executive is responsible for leading the identification of business solutions that meet client needs and incorporating such into strategic business reviews using their in depth knowledge and specialized expertise.
They are also responsible for client retention, customer satisfaction and achieving corporate strategic goals relative to their book of business.
The Account Executive serves as the client expert and a resource for others within the organization.
They share best practices to contribute to development of others and provide forward-thinking leadership designed to move the business forward and lead projects/corporate initiatives.
Essential Functions:
Sales Ability/Selling:
Uses influence & persuasion to gain the support & commitment of others.
Advocates and uses relationship building to obtain support.
Convinces others to take action.
Negotiates skillfully in tough situations.
Responds effectively to positions/reactions of others.
Efficiently & effectively sells solutions.
Uses structured training to educate and influence clients, customers, & consultants.
Maximizes Results:
Systematically manages accounts to maximize results.
Consistently meets or exceeds sales targets through personally controlling the critical aspects of the sales and delivery processes.
Leads & coordinates overall team effort.
Driven to win customers' attention and treats their business as an honor, never letting them feel taken for granted.
Produces by increasing profitable sales to existing accounts.
Concentrates on finding avenues to generate increased sales from established accounts.
Uses broad knowledge of multiple business areas and the marketplace to advance the organization's goals.
Knows how the business works and how organization makes money.
Keeps up with current and possible future policies, practices, innovations, and trends in the organization, with the competition, and in the marketplace.
Conducts/Uses financial analysis to generate, evaluate, and act on strategic options and opportunities.
Has clinical knowledge and can apply understanding in interactions with clients.
Customer Focus:
Builds strong customer relationships & delivers customer-centric solutions.
Gains insight into customer needs and helps ensure a better member experience.
Identifies opportunities to benefit the customer.
Builds/Delivers solutions that meet the customer's expectations.
Builds and maintains effective customer relationships.
Balances short & long term relationship needs to effectively execute renewal strategy & organic growth.
Gains the confidence & trust of others through honesty, integrity, authenticity, & reliability.
Communicates Effectively:
Develops and del...
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Type: Permanent Location: St. Louis, US-MO
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:53
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Description of Position:
The Product Management Senior Advisor is responsible for supporting Claim and Adjustment data that is provided to our clients.
To help educate clients on methods of delivery, interpreting the data and best practices for using the data within their systems.
The position will also support internal stakeholders and account teams as a subject matter expert on claim and adjustment data.
This position will ensure responsibility in establishing a working partnership and process flow between the client, account management, finance and data analytics team(s).
Support on client calls providing overview of the processes, expectations, education and answering client questions as needed.
Position Details:
* Serve as the Regulated Markets business owner for Claim and Adjustment data that is provided to our clients
* Meet with account teams and clients, educating how data claim and adjustment data is provided and how to understand and use the data
* Understanding project changes due to new or changing regulations and the impact to data and files provided internally and to clients
* Establishing a working partnership and process flow between the client, account management and data analytics team(s)
* Responsible for gathering business requirements and define alignment on functional requirements and rules.
* Analyze trends and data to develop recommendations to ensure client needs, compliance metrics, and/or internal support is met
* Ensure internal/external policies and procedures are documented, maintained, and followed
* Understand and use system tools to research and resolve issues and concerns
* Cross-train and support other team initiatives where appropriate
* Exhibit problem solving capabilities in a complex environment
* Participate in cross-functional projects or work teams
* Ability to appropriately interact with clients/account teams including:
+ Communicate information about their area of expertise
+ Meet with clients to educate and also help troubleshoot concerns
+ Manage account team expectations and ensure appropriate follow-up
Qualifications:
* College degree or equivalent experience preferred.
* 5 or more years work experience, preferably in business analysis.
* Regulated Markets experience preferred
* Familiarity with pharmacy adjudication and other PBM operations
* Proficient in collecting and analyzing large data sets
* Strong strategic, analytical, problem solving, and project management skills required
* High attention to detail and proven ability to manage multiple, competing priorities simultaneously.
* Internal and External Customer focused in all activities
* Excels working cross functionally, at all levels of the organization to own, drive, manage and continuously improve the processes, perform root cause analysis, and develop reporting, and communication processes
* K...
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Type: Permanent Location: St. Louis, US-MO
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:52
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Bella Vita Health and Rehab
Come join our team and start making a difference!
Job Title: Certified Nursing Assistant (CNA)
Salary: $15-$18/hr
Schedule: Fulltime , all shifts available (12hr)
Duties:
* Assist residents with basic activities of daily living (ADL's).
* Promptly answer resident call lights.
* Transport and assist residents throughout the facility.
* Maintain safety of residents at all times.
Qualifications:
* CNA license is required.
* Prior experience preferred but new grads are welcomed!
Are you looking for a career that will make a difference in your lives and others? Come join our amazing team where you can help express your love, compassion, energy and creative skills for our patients!
We are committed to providing an excellent clinical experience for our patients and an amazing work environment for our employees.
Join a team that works together to ensure our patients receive the best care possible.
We are looking for passionate, dedicated, and caring individuals that are ready to jump in and be a part of the industry change.
We strive to create a diverse and inclusive workplace welcoming applicant from all backgrounds and walks of life.
Our company mission is to strive every day to be the skilled nursing facility of choice in our community.
Our facility's successes depend upon our highly motivated team working to improve the daily lives of our residents and driven to provide extraordinary service by creating a team that is dedicated to upholding our facility's mission.
You'll meet a team of innovators-Nurses, Therapists and other Clinicians, all professionals at the tops of their games, genuinely committed, remarkably caring and wholeheartedly compassionate.
This feeling of Family and Caring permeates everything we do, and enables us to attract the most outstanding team members our community has to offer.
C.A.P.L.I.C.O.
Customer Second, Employee First
Accountability
Passion for Learning
Love one Another
Intelligent Risk Taking
Celebration
Ownership
Benefits:
* Medical, dental, vision
* 401K (Match)
* DailyPay
* Career advancement opportunities
* Scholarship Opportunities
* Employee discounts on entertainment events, hotels, movies, theme parks, cell phones, and much more!
For benefit details check us out here http://ensignbenefits.com/
Benefits eligibility for some benefits dependent on full time employment status.
Disclaimer: Pay rates are competitive and determined by various factors.
Please note that any rates labeled as "estimated" are provided by third-party job boards and may not accurately reflect the actual pay rates.
EOE disability veteran
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Type: Permanent Location: Glendale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:47
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Arbor Place
Come join our team and start making a difference!
This is a non-exempt, hourly position which provides basic assistance with the serving of meals to residents of assisted living facility.
Starting rate at $17.00 per hour
For benefit details check us out here http://ensignbenefits.com/
Benefits eligibility for some benefits dependent on full time employment status.
Disclaimer: Pay rates are competitive and determined by various factors.
Please note that any rates labeled as "estimated" are provided by third-party job boards and may not accurately reflect the actual pay rates.
EOE disability veteran
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Type: Permanent Location: Lodi, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:46
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Alta Vista
Come join our team and start making a difference!
Job Title: Director of Nursing (DON)
Duties:
* Management level nursing position that maintains direct contact with patients and integration with patient care.
* Responsible for coordinating, training, scheduling, and team development among the nursing staff.
* Manages the continuing education of the nursing staff.
* Maintains an ongoing quality assurance program.
* Assists in planning the nursing services portion of resident discharge plans.
* Leads others through actions consistent with and serve our culture.
* Participates in facility surveys by government agencies.
Qualifications:
* Current RN license.
* Experience in a skilled nursing or long-term care facility.
* 1 year of Director of Nursing (DON)/ Management experience.
* Service-oriented (positive, enthusiastic, empathetic and respectful demeanor).
* Able to handle stressful situations in a calm and professional manner.
* Capable of organizing tasks and managing multiple priorities.
Are you looking for a career that will make a difference in your lives and others? Come join our amazing team where you can help express your love, compassion, energy and creative skills for our patients!
We are committed to providing an excellent clinical experience for our patients and an amazing work environment for our employees.
Join a team that works together to ensure our patients receive the best care possible.
We are looking for passionate, dedicated, and caring individuals that are ready to jump in and be a part of the industry change.
We strive to create a diverse and inclusive workplace welcoming applicant from all backgrounds and walks of life.
Our company mission is to strive every day to be the skilled nursing facility of choice in our community.
Our facility's successes depend upon our highly motivated team working to improve the daily lives of our residents and driven to provide extraordinary service by creating a team that is dedicated to upholding our facility's mission.
You'll meet a team of innovators-Nurses, Therapists and other Clinicians, all professionals at the tops of their games, genuinely committed, remarkably caring and wholeheartedly compassionate.
This feeling of Family and Caring permeates everything we do, and enables us to attract the most outstanding team members our community has to offer.
C.A.P.L.I.C.O.
Customer Second, Employee First
Accountability
Passion for Learning
Love one Another
Intelligent Risk Taking
Celebration
Ownership
Benefits:
* Medical, dental, vision
* 401K (Match)
* DailyPay
* Career advancement opportunities
* Scholarship Opportunities
* Employee discounts on entertainment events, hotels, movies, theme parks, cell phones, and much more!
For benefit details check us out here http://ensignbenefits.com/
Benefits eligibility for some benefits dependent on full time employment status....
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Type: Permanent Location: Brownsville, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:45
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Who we are
Tricentis is a global leader in continuous testing and quality engineering.
The Tricentis AI-based, continuous testing portfolio of products provides a new and fundamentally different way to perform software testing.
An approach that’s totally automated, codeless, and intelligently driven by AI.
It addresses both agile development and complex enterprise apps, enabling enterprises to accelerate their digital transformation by dramatically increasing software release speed, reducing costs, and improving software quality.
Widely credited for reinventing software testing for DevOps, cloud, and enterprise applications, Tricentis has been recognized as a leader by all major industry analysts, including Forrester, Gartner, and IDC.
We empower innovators to push the boundaries of software testing, fostering a global community of continuous learners who pioneer AI-powered, highly performant, highly secure end-to-end testing tools that accelerate our customers’ time to market including the largest brands in the world.
About the role
Tricentis is looking for an experienced Support leader who focuses on high quality service delivery to our customers and partners.
The Director of Support will be a key member of our global support leadership team and take responsibility for the EMEA Support organization.
This leader will be responsible for a 25+ member team based in Vienna and Cork, primarily responsible for technical issue identification and resolution, specializing in high-end, enterprise level support of customers and partners, with advanced support needs across a broad set of products and technical skill sets.
We work on a hybrid model (3 days in-office) for opportunities at our office locations.
Key responsibilities
* Strategic Leadership: Represent the EMEA region in executive meetings and global strategic planning, ensuring alignment with overall company goals and objectives, and collaborating with internal stakeholders.
* Team Management: Lead, mentor, and develop a high-performing global customer support team, fostering a culture of accountability, customer retention, rigorous onboarding, continuous learning, and excellence.
Mentor and coach existing Support managers and identify those with leadership potential.
* Customer Retention: Implement strategies to improve customer retention and key support metrics such as response time, resolution rates, and customer satisfaction scores.
Serve as an escalation point of contact for internal partners and clients.
* Operational Excellence: Partner closely with global counterparts to align on scaled approaches to process, policy, and tools / systems design and usage.
* Data-Driven Decision Making: Utilize customer retention and time to value metrics, analytics and customer feedback to drive continuous improvements and develop proactive support strategies.
Drive key KPIs, metrics, and accountability resulting in...
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Type: Permanent Location: Vienna, AT-9
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:41
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The Global Technology Client 360 Technology Organization is seeking an integral leader to define and execute the strategic vision.
Client 360 is a global team within CIB, responsible for building a 360 view of client data platform to unlock the business opportunity from data insights.
This is a greenfield initiative to change the way we do business using Data Science, including Artificial Intelligence and Machine Learning (AI/ML) and Agentic AI.
As the Head of C360 Data Science Center of Excellence - Executive Director, you will play a pivotal role in defining and communicating our strategic direction.
You will be responsible for steering the Modeling and Analytical initiatives and advancing the Data Science agenda.
You will collaborate with partners across C360 towers, Risk, Finance, Technology, Chief Data & Analytics Office (CDAO), and the broader Data Science community within the firm.
This position demands deep data science experience, strong analytical skills and exceptional cross team collaboration abilities.
Job responsibilities
* Lead the design, development and execution of various Data Science and related modeling and analytical efforts within the C360 organization, working closely with key partners across Risk, Finance, Technology, Chief Data & Analytics Office (CDAO) and the firm's broader Data Science community.
* Play a leadership role in setting strategic vision and furthering the Data Science agenda, including leveraging AI/ML to create value within an organizational context.
* Lead communications and meetings across diverse functions, locations and businesses to facilitate discussions, drive priorities and consensus amongst stakeholders and senior management.
* Develop executive-level presentations and explain key analytical elements in a manner that is appropriately tailored to a diverse target audience.
* Stay abreast of current trends in economics, financial markets and analytical innovations, and anticipate implications for modeling and financial forecasting.
Required qualifications, capabilities, and skills
* Expertise in a broad array of AI techniques (e.g., ML, NLP, semantic searching, LLMs and RAG) and big data
* Strong quantitative skills: Advanced Graduate Degree (Master's or PhD) in a Quantitative Field: Mathematics, Statistics, Quantitative Finance, or related field.
* Excellent communication (verbal and written) skills, with the ability to prepare and present executive level presentations.
* Ability to view problems through a "big picture" lens, take concepts from ideation to execution and provide strategic guidance and oversight to a quantitative team.
* Strong programming skills (e.g., Python, Pyspark) and advanced Excel and Microsoft Office skills are required.
* Strong culture carrier and inclusive leader who leads by example.
Inquisitive nature, ability to ask the right questions and escalate issues.
* Organized, proactive, self-starter with high ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:40
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Come join us in reshaping the future!
Card Risk Modeling (Applied AI ML) team is searching for talents in machine learning, big data and distributed computing with applications in credit card business, in particular, card acquisition risk management decision process.
You will drive long term profitable growth using ML / AI powered predictive models with strong business acumen, collaborate in a team environment, and effectively communicate results to senior management.
Job Responsibilities
* Design and develop machine learning models to drive impactful credit decisions for the card business throughout the credit card lifecycle (e.g., acquisition, account management, transaction authorization, collection).
* Leverage cutting-edge machine learning techniques, including deep learning architectures on big data platforms with key emphasis on interpretability and replicability of such techniques.
* Work closely with the senior management team to develop ambitious, innovative modeling solutions and implement them in production to drive significant business impact.
* Collaborate with various business partners in marketing, risk, technology, model governance, compliance etc.
throughout the entire modeling lifecycle.
(development, review, deployment and ongoing monitoring)
* Present model result and ad-hoc research to senior leaders.
Required qualifications, capabilities and skills
* Ph.D.
or Master's degree from an accredited university in a quantitative field such as Computer Science, Mathematics, Statistics, Econometrics, or Engineering.
* Exceptional coding skills with at least one-year professional experience in coding (e.g.
Python, SAS, Spark, Scala, or Tensorflow) and big data platform (e.g., Hadoop, HDFS, Teradata, snowflake, AWS cloud, Hive) .
* Solid understanding of advanced statistical methods and machine learning techniques: GLM/Regression, Random Forest, Boosting Trees, Neural Network, Clustering, KNN, Anomaly Detection etc.
* Strong ability to interpret and form a coherent story with complex data and communicate to a wide range of audience with various degree of technical acumen including senior leadership and executives.
* Advanced problem-solving skills and exceptional analytical skills.
Preferred qualifications, capabilities and skills
* Experience in credit card industry with strong business acumen.
* Experience in interpreting / explaining machine learning models such as XGBoost, GBM etc.
* Strong ownership and execution; proven experience in implementing models in production.
* Expertise in data wrangling and model building on a distributed Spark computation environment.
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 d...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:37
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate within the Risk Team, you will generate insightful analytics and provide recommendations concerning risk criteria development, implementation, operational controls, and performance monitoring.
Your role will require a deep understanding of the problem universe, data analysis to understand root causes, and the use of analytics to design and implement solutions.
You will play a pivotal role in promoting end-to-end solutions that mitigate risk while balancing the minimization of revenue loss, operating costs, and customer impacts.
Job Responsibilities:
* Develop and Implement end-to-end risk criteria for approve/decline decisions in Business Card
* Monitor risk criteria to identify emerging trends and make changes to risk criteria in response
* Collaborate with various stakeholders which includes Business GMs, Operations, Tech, Credit risk team, Legal, and Compliance in driving initiatives
* Provide support to senior leadership by delivering actionable insights and identifying opportunities for improvement within portfolios
Required Qualifications, Capabilities and Skills:
* BS degree and minimum 5 years Risk Management or MS degree and 3 years Risk Management
* Advanced understanding of SAS, SAS Enterprise Miner, or other decision tree software
* Ability to query large amounts of data and transform the raw data into actionable management information
* Familiarity with risk analytic techniques
* Strong analytical and problem-solving abilities
* Strong written and oral communication skills
* Experience delivering recommendations to management
Preferred Qualifications, Capabilities and Skills:
* Other quantitative experience preferred
* Experience in credit cards or financial services or risk management is preferred
To be eligible for this role, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this role.
Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
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...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:35
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate within the Risk Team, you will generate insightful analytics and provide recommendations concerning risk criteria development, implementation, operational controls, and performance monitoring.
Your role will require a deep understanding of the problem universe, data analysis to understand root causes, and the use of analytics to design and implement solutions.
You will play a pivotal role in promoting end-to-end solutions that mitigate risk while balancing the minimization of revenue loss, operating costs, and customer impacts.
Job Responsibilities:
* Develop and Implement end-to-end risk criteria for high risk account management decisions in Business Card
* Monitor risk criteria to identify emerging trends and make changes to risk criteria in response
* Collaborate with various stakeholders which includes Business GMs, Operations, Tech, Credit risk team, Legal, and Compliance in driving initiatives
* Provide support to senior leadership by delivering actionable insights and identifying opportunities for improvement within portfolios
Required Qualifications, Capabilities and Skills:
* MS degree and 3 years Risk Management
* Otherwise, BS degree and minimum 5 years Risk Management or other quantitative experience required
* Background in statistics, econometric, or other quantitative field required
* Advanced understanding of SAS, SAS Enterprise Miner, or other decision tree software
* Ability to query large amounts of data and transform the raw data into actionable management information
* Familiarity with risk analytic techniques
* Strong analytical and problem-solving abilities
* Strong written and oral communication skills
* Experience delivering recommendations to management
* Other quantitative experience preferred
Preferred Qualifications, Capabilities and Skills:
* MS degree and 3 years Risk Management or other quantitative experience preferred
* Experience in credit cards or financial services or risk management is preferred
To be eligible for this role, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this role.
Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Cha...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:34
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Technical Writer / Communications Lead Technical Program Manager in the Commercial and Investment Bank- Payments Technology, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
As an experienced technical writer/communicator, you excel at sharing technology accomplishments and initiatives with clients, employees and stakeholders throughout the firm.
This role focuses on customizing technical communications for both technical and non-technical audiences, ultimately maximizing team engagement and building our Payments Technology (PT) brand, both internally and externally, through a wide range of editorial content, live events, intranet and video.
It requires a strong ability to navigate complex, matrixed organizations with varied technical and non-technical skillsets and priorities.
You'll work closely with partners including Technology, Payments, Corporate Communications, Operations and HR to identify opportunities to develop projects and programs to move the team forward, based on an understanding of the target audiences.
Once you establish a roadmap, you'll ensure that deliverables are running on time, in accordance with firm-wide guidelines.
Just as importantly, you'll set goals, foster collaboration and promote the values, culture and brand of J.P.
Morgan Chase.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
* Leverage experience as a technical writer and communicator to excel at sharing technology accomplishments and initiatives with clients, employees and stakeholders throughout the firm
* Customize technical communications for both technical and non-technical audiences, ultimately maximizing team engagement and building the Payments Technology (PT) brand, both internally and externally, through a wide range of editorial content, live events, intranet and video
* Engage with part...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:32
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Join our dynamic team and make a significant impact on the growth and success of the Equipment Finance business.
Collaborate with product managers, end users, designers, and developers to drive customer-focused innovation globally.
As an Equipment Finance Operations Program and Platform Manager in the Equipment Finance team, you will have a significant opportunity to impact the growth and ongoing success of the Equipment Finance business.
You will collaborate with product managers, end users, designers, and developers to prioritize, develop, and implement enhancements to the Asset Finance platform.
Job Responsibilities
* Identify and collaborate with Product & IT to review and approve BRD's and prioritize platform enhancements.
Maintain platform enhancement roadmap.
* Serve as the AF Subject Matter Expert for onboarding, booking, and funding clients, including party, contract, and asset data entry.
* Manage and maintain AF custom views, add new product types, and manage user security profiles.
* Write ad hoc queries against the AF database and develop report requirements.
* Ensure ongoing testing and validation of data & platform integrity.
* Collaborate with the tech team to research & resolve defects and approve enhancements & modifications.
* Manage the Florida Doc Stamp Journal and conduct testing and attestation for CBLA.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in Computer Information Systems, Computer Science, or similar field or 5+ years relevant industry experience.
* Deep understanding of commercial lending products and processes.
* Strong analytical skills and proficiency in leveraging data to support platform and process decisions.
* Ability to collaborate effectively with cross-functional teams and manage multiple priorities.
* Strong verbal and written communication and stakeholder management skills.
Preferred Qualifications, Capabilities, and Skills
* Experience analyzing problems and opportunities with commercial lending platforms.
* Experience creating user stories, use cases, and process flows.
* Demonstrated knowledge of Commercial Equipment Finance or Lending disciplines.
* Familiarity with Equipment Leasing products and platforms.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:31
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We are on the lookout for a talented Technology Audit Manager to join our join our Cybersecurity and Technology Controls Internal Audit team.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As a Technology Audit Manager within our Cybersecurity and Technology Controls Internal Audit Team, you will execute the annual audit plan, manage audit engagements, perform audit testing and participate in control and governance forums.
Job Responsibilities
* Lead and execute large-scale audits or projects independently, including critical technology functions, cloud-based infrastructure, cybersecurity, risk management, application, and third-party management.
Develop effective test plans and perform audit testing to ensure timeliness, accuracy, and quality.
* Identify and assess key risks and controls, executing and documenting work in accordance with JPMorgan & Chase's Internal Audit policy.
Design and execute tests to verify control effectiveness to mitigate risk.
* Demonstrate professional skepticism while conducting audits, independently raising findings within established criteria, and keeping management and leadership informed throughout the process.
* Establish and maintain strong client relations during engagements, effectively communicating results to management via written reports and oral presentations.
Prepare clear, organized documentation to support work performed.
* Lead continuous improvement by providing objective evaluations of technology processes, enhancing the organization's risk management capabilities, and developing business partnerships within Internal Audit and companywide.
* Adapt to change, embrace bold ideas, and leverage data analytics to enhance audit effectiveness.
* Stay informed about emerging cybersecurity technologies and trends, assessing their impact on the organization's risk landscape.
* Collaborate with IT, security, and business units to ensure a comprehensive approach to cybersecurity risk management.
* Lead and mentor audit teams, fostering a culture of continuous learning and improvement.
Required qualifications, skills and capabilities
* 7+ years of internal or external auditing experience
* Bachelor's degree in Technology, Accounting, Finance, or a related discipline.
* Great understanding of audit methodologies, internal control concepts, and the ability to evaluate and determine the adequacy of control design and operating effectiveness.
* Proficiency with the MITRE ATT&CK Framework, with 3+ years of experience applying it to identify, assess, and mitigate cyber threats.
* Experience in managing and evaluating security controls, with proficiency in the Information Systems Auditing Process and key areas such as Security and Risk Management, Asset Security, Security Architecture and Engineering, Communication and Network Security, Security Operations, and Cyber Resili...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:31
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Become an integral part of JPMorganChase's Senior Executive Admin Firm-wide 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 Senior Executive Assistant in JPMorganChase, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:28
-
Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead - Resiliency within JPMorgan Chase, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards.
You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards.
By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business.
Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance
* Provide SME knowledge and oversight of resiliency testing activity
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technology risk management, information security, resiliency or related field, emphasizing risk identification, assessment, and mitigation
* Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in resiliency protocols, testing, data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives
Preferred qualifications, capabilities, and skills
* CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are 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...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:28
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit.
The Healthcare, Higher Education & Non-Profit team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Manage and develop relationships with non-profit clients whose annual revenues are $50 million and above.
* Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects
* Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g.
credit, treasury, liquidity) and partner with other lines of business and business segments (e.g.
Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
* Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
* Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g.
Corporate Responsibility, ESG, DEI)
* Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development
Required Qualifications, Capabilities and Skills
* 5 plus years' direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
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 an...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:27
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:26
-
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: Appleton, US-WI
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:25
-
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: Libertyville, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:24
-
We are seeking a highly skilled and motivated Vice President to join our Credit Quantitative Research team, specifically within the Public Finance team that focuses on municipal bonds and derivatives.
Municipal bonds are credit products that are similar to corporate bonds, except that there are special tax-related features and the issuers are different; example issuers of municipal bonds include local governments and municipalities.
This is a unique opportunity and you will be involved in comprehensive analytics, models, and tools used in various trading activities, including Algo municipal bond market making.
In addition to traditional quantitative methods, the team is keen to explore and integrate various AI/ML methodologies into our modeling approach.
This involves a scientific exploration of innovative techniques, with a focus on developing and deploying proven results in a production setting end-to-end.
You need to be a forward-thinking individual who can bridge the gap between cutting-edge research and practical application, ensuring that AI/ML models are robust, scalable, and aligned with business objectives.
As a Vice President for our Quantitative Research Team, you will have the opportunity to collaborate with cross-functional teams, leveraging AI/ML to enhance our trading strategies and decision-making processes.
This is an exciting role for those who appreciate how every part of the business connects well together and are eager to contribute to the evolution of our quantitative research capabilities.
Job Responsibilities:
* Develop, enhance and support quantitative models and analytics for municipal bonds and municipal derivatives.
* Collaborate with market makers, traders, and other stakeholders to support trading activities and strategies.
* Analyze market trends and large datasets, translating them into actionable insights using various methodologies relevant to the projects.
* Design and implement tools and systems end-to-end, ensuring that models and analytics comply with industry best practices.
* Foster a deep understanding of how different parts of the business connect and contribute to the overall success of both the individual and the team.
* Drive projects with a keen eye from a quantitative research perspective, ensuring they progress in the right direction for long-term success.
Required Qualifications, Capabilities, and Skills:
* A post-graduate degree in a STEM discipline (e.g., Mathematics, Physics, Engineering, Computer Science) with hands on experience in statistical modeling.
* Minimum 3-5 years of direct experience in a quantitative research or related role within the financial industry.
* Knowledge of fixed-income markets and credit-related products, e.g.
corporate bonds, and/or municipal bonds.
* Proficiency in working with industrial-strength large code base and working with programming languages such as Python including pandas/numpy.
* Excellent anal...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:23
-
We're looking for a strategic communicator to join the JPMorganChase's Chief Data & Analytics Office (CDAO) Communications Team.
As a Media Relations Manager Vice President within JPMorganChase's Chief Data & Analytics Office (CDAO) Communications Team, you will support the external communications efforts of the Chief Data & Analytics Office, which includes the development and execution of proactive media relations campaigns, as well as crafting strategic messaging that effectively tells our AI and data story.
You will also collaborate with line of business and corporate function communications partners to ensure consistent messaging on our AI and data efforts and help track activities to paint a firmwide picture of coverage.
Job responsibilities:
* Raise the visibility and awareness of JPMorganChase's AI and data efforts, positioning the firm as a leader in the industry and with key influencers
* Identify opportunities to tell the firm's AI and data story, as well as manage incoming requests
* Deploy strategies to target key media outlets that reach key audiences
* Establish, maintain and deepen relationships with key media outlets
* Serve as counsel to our spokespeople and partners on media, reputation and communications strategy
* Draft and edit communications materials, including strategic messaging and talking points
* Engage social media channels to amplify key messages
Required qualifications, capabilities, and skills:
* Bachelor's degree in journalism, communications or relevant field of study
* 7+years of experience in media relations or public relations within the technology/fintech industries, with deep knowledge of and relationships with media in related landscape
* Demonstrated experience in creating tailored messaging
* Ability to think across channels to effectively syndicate key messages
* Strong interpersonal, networking and presentation skills, creativity and ability to generate new ideas
* Ability to collaborate with colleagues across lines of business and functions
* Ability to manage large-scale, complex projects with discipline, speed, flexibility, adaptability and precision.
* Ability to self-motivate and work independently
Preferred qualifications, capabilities, and skills
* Experience at large, matrixed organization
* Experience with AI and data subject matter
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set an...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:22
-
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: Fredericksburg, US-VA
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:21
-
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: Villanova, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:19
-
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: Harrisburg, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:18
-
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
....Read more...
Type: Permanent Location: San Gabriel, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-09 09:04:18
