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The Risk Management and Compliance (RM&C) Document Governance team is a firmwide corporate function responsible for implementing and managing the firm's governance requirements for Risk Management and Compliance, Conduct, and Operational Risk (CCOR) owned policies, policy supplements and standards globally.
The group reports to the Head of the Office of Regulation and Governance, who, in turn, reports to the firm's Chief Control Officer.
The group is of central importance to the RM&C organization, forming part of the firm's response to new regulations and risks impacting specific Lines of Business and Corporate Functions.
The group focuses on policy, policy supplement, and standards governance and document management practices.
As a Risk Management & Compliance - Governance Senior Associate within the CCOR team, you will manage the complete document management cycle for a range of CCOR-owned policies, policy supplements, and standards.
Your role will involve interacting with and advising Document Owner-Approvers and their delegates, ensuring that documents are updated, current, and adhere to firmwide requirements.
You will also validate that Line of Business, Corporate Function, and region/country-specific documents do not conflict with firmwide or other documents, and that any changes to them are properly syndicated and approved.
This position offers a flexible hybrid schedule, combining in-office and remote work.
Job Responsibilities
* Manage a portfolio of CCOR-owned policies, policy supplements and standards
* Guide the end-to-end document management lifecycle (drafting, revision, annual review, socialization, approval, publishing) including facilitating off-cycle updates, retirements and the development of new documents
* Assess document content against legal obligations, and identify any remediation needs
* Develop in-depth subject matter expertise over firmwide and RM&C-specific governance requirements ensuring consistency of their application to content
* Partner with Document Owner-Approver teams in the development and maintenance of new policies and standards
* Promote adherence to policy, standard and procedure governance requirements
* Contribute to, and selectively lead initiatives related to policy and standards communication, monthly bulletin, document forums, comprehensive revisions, metric development, and other group initiatives
* Identify opportunities and contribute to the continuous improvement of the document governance operating model
* Initiate and follow up with Owner-Approver teams to confirm adherence to Document requirements
Required qualifications, skills and capabilities
* Prior experience in Compliance, Control Management, Risk Management, or related function within a financial institution or regulator, and an understanding of related laws, rules, and regulation
* Bachelor or higher degree in business administration, finance, law, accounting, or related di...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-11-14 07:47:01
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Opportunity to shape risk culture and ensure technological safeguards in a dynamic, collaborative environment.
As a Tech Risk Assurance Lead in our Technology Risk Management team, you will lead us in expert technical risk assurance and control oversight to ensure our firm's products and lines of business achieve their objectives while effectively managing risk.
Utilizing your background in technology risk management, you will work with us in cross-functional teams to identify, assess, and mitigate emerging risks and vulnerabilities.
Your tactical and strategic decision-making will significantly impact our firm's operations, financial management, and public image.
You will play a crucial role in fostering a robust risk culture and catalyzing continuous improvement, contributing to the development and implementation of comprehensive risk management policies, standards, and controls.
Job responsibilities
* Lead comprehensive risk assessments to identify potential threats and vulnerabilities in the Firm's processes, systems, and operations, developing risk mitigation strategies
* Advise stakeholders on risk management, controls development and adherence to mitigate risks
* Proactively monitor key risk indicators, analyze control metrics, and offer insights on risk management effectiveness to senior management, driving continuous improvement initiatives
* Engage with regulators, clients, and stakeholders on risk-related issues, provide necessary oversight, ensuring compliance with laws, regulations, and internal policies
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on risk assessment and control evaluation
* Demonstrated expertise in regulatory compliance, risk management frameworks, and industry best practices (e.g., NIST, ISO, FFIEC, GDPR)
* Proficiency in data security, risk management & controls, security governance, and analytical thinking, with a track record of implementing effective risk mitigation strategies
* Advanced knowledge of data analytics and data literacy
Preferred qualifications, capabilities, and skills
* Certified Risk and Information Systems and Controls (CRISC) certification
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.
For those in eligible roles, we offer discretionary incentive compensation which m...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-11-14 07:46:33
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Pasadena, US-CA
Salary / Rate: Not Specified
Posted: 2024-11-14 07:46:25
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Azusa, US-CA
Salary / Rate: Not Specified
Posted: 2024-11-14 07:46:12
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Seize an opportunity to join the Trade & Working Capital (TWC) team, a dynamic business within JP Morgan Payments.
Trade and Working Capital plays a key role in fostering everyday international trade as well as providing unique solutions to managing capital through access to liquidity and inventory management.
With proven working capital solutions and a continued focus on providing answers to the challenges of doing business today, JP Morgan T&WC is one of the fastest growing players in the Global Trade industry.
As a Payments Product Controller within the Trade & Working Capital team, you will have a unique opportunity to support the team's Structured Financing, Line of Credit, Supply Chain, and Export Finance product offerings.
You will have an opportunity to learn about end-to-end credit risk management, structured receivable solutions, and line of business reporting while benefiting from visibility into the rapidly growing and evolving JP Morgan Payments landscape.
You will need strong accounting, communication, and teamwork skills which will be critical to developing strong partnerships across multiple functions and regions.
You will have strong accounting, communication, and teamwork skills which will be critical to developing strong partnerships across multiple functions and regions.
Job Responsibilities
* Production, preparation and reporting of the daily P&L and Risk
* Provide detailed analysis and reporting on the financials to desk heads, business managers, and senior finance management
* Partner with the business to drive forth and implement robust controls and new business initiatives
* Drive coordination across various front & back office support functions to ensure resolution of control and reporting issues in an accurate and timely manner
* Serve as an analytical and project support resource for product control
* Handle various ad-hoc requests on a daily basis
Required Qualifications, Capabilities, and Skills
* 3+ years within Product Control, Financial Control, Accounting, or related area
* Bachelor's degree in Accounting, Finance, Business or related area
* Strong analytical skills and attention to detail including a strong control focus
* Excellent communication skills and ability to develop strong working relationships.
* Strong technical skills in using Excel and PowerPoint
Preferred Qualifications, Capabilities, and Skills
* Solid understanding of financial products would be advantageous
* Previous P&L or risk experience is preferable
* Alteryx Software experience considered a plus
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 busine...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-11-14 07:46:02
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If you have leadership and mentoring experience as well as delivering premier client service solutions, J.P.
Morgan is the place for you!
The Private Banking Client Service Manager is responsible for all the activities of their team of approximately 10-20 Client Service Associates.
Each Service Manager's team of Client Service Associates is regionally aligned to a banker(s) and their clients based upon the banker's geographic location.
The Client Service Manager will forge excellent working relationships with the region's entire team of bankers, advisors, region heads, product partners and compliance teams.
Job Responsibilities
* Provide Client Service Associates with guidance and resources for delivering high quality, high touch tailored service to Private Banking clients and internal teams
* Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing compliance policies and procedures
* Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other partners in a timely and professional manner
* Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation
* Evaluate staff performance and provide continuous feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials, Series 7, Series 24 and Series 63 licenses required for the position; unlicensed candidates considered but required to obtain licenses within 180 days of start date
* Strong leadership and management abilities; must be able to think strategically
* 5+ years-experience and college degree or equivalent preferred
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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-11-14 07:46:00
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We are looking for an experienced quant to join in a role which will focus on covering the Loan Financing and Direct Lending Business.
Job Summary:
As a Quantitative Research Credit Vice President within the Loan Financing and Direct Lending business, you will focus on covering the Loan Financing and Direct Lending business.
Job Responsibilities:
* Identifying areas where we can positively contribute by streamlining and increase the level of automation on the Loan Financing and Direct Lending desks.
* Strengthen the quality of our risk management capacity.
* Explaining model behavior, carrying out scenario analyses, developing and delivering quantitative tools, and supporting analytics
* Participate in the development of fundamental analysis models, that would allow to preliminary screen and assess the quality of an asset, or an obligor,
* Ensure that all the ideas are documented, and either directly implement the solutions we propose or liaise with the broader team in order to achieve this.
* Writing model documentation compliant with internal and regulatory standards
* Working with model control teams to facilitate timely and efficient review and approval of models
Required qualifications, capabilities, and skills
* An advanced degree in math, statistics, physics, financial engineering, computer science or equivalent subject
* At least 5 years of experience supporting a fixed income market making desk or the same amount of time partially spent on sell-side and buy-side firm
* Exceptional analytical, quantitative and problem-solving skills
* Knowledge of credit products and models
* Strong software design and data science skills, preferably with Python knowledge and experience
* Pro-active attitude: should have a natural interest to learn about our business, models, and infrastructure
* Ability to work in a high-pressure environment
* Attention to detail and focus on quality of deliverable
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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backu...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:57
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:48
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We are seeking an experienced Associate to join our industry leading M&A team.
As an Associate in M&A you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* 3 years prior work experience:
+ in an investment banking front office role
+ in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence)
* Bachelor's degree
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm perfo...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:42
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Company
Federal Reserve Bank of Dallas
We are dedicated to serving the public by promoting a strong financial system and a healthy economy for all.
These efforts take a team of dedicated individuals doing many different jobs.
Together we’re creating a workplace where talented people can thrive, and we welcome your unique background and perspective to help present the best possible solutions for our partners.
Location: #LI-Hybrid
About the Role:
The Federal Reserve Bank of Dallas is looking for a versatile and highly motivated Director, Mergers & Acquisitions (M&A) who will manage and develop staff to oversee all regulatory application-related activity for the Banking Supervision Department in the 11th District.
The Director will help form policies, procedures and guidance, overseeing their implementation within the M&A functional area.
Contributes to Federal Reserve System, Reserve Bank, and Departmental projects by leading or participating on committees and projects.
Develops and maintains critical alliances with counterparts at other Reserve Banks, the Federal Reserve Board, other regulatory agencies, and the regulatory filing community. Provides input to and works with Reserve Bank officers and staff, Board of Governors staff, and staff of other regulatory agencies.
You Will:
* Under general oversight, manage a team responsible for accurately and timely processing regulatory filings. This responsibility requires consultation with the M&A staff to confirm that conclusions are accurate, well supported and presented, and consistent with Board expectations. The Director will review draft copies of M&A work products and official correspondence to ensure that they are accurate and complete.
* Conduct meetings with regulatory attorneys, senior officials of regulated institutions, other regulatory agencies, and Reserve Bank management and Board staff to discuss M&A activities, issues, or findings
* Make well-informed decisions guided by established policies, procedures and business line priorities
* Appraise and evaluate performance and staffing, administer compensation, ensure adequate training and development, and provide appropriate feedback and counseling to improve job performance of supervised personnel
* Remain abreast of relevant statutes, regulations, policies, and current banking industry trends
* Continue to gain subject matter knowledge and develop leadership skills
* Contribute to operational, tactical, and strategic planning efforts of the department management team, and participate in or lead System committees or projects.
You Have:
* Bachelor’s or Master’s degree in accounting , finance, or related field, or a law degree.
* Minimum 5 years of banking and regulatory experience.
* Served in people leadership roles.
Have experience supervising a team of at least 5 people for more than one year or served as a leader for multiple business teams, with at least one ...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:34
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Company
Federal Reserve Bank of Philadelphia
When you join the Federal Reserve—the nation's central bank—you’ll play a key role, collaborating with leading tech professionals to strengthen and protect our economic, financial and payments systems.
We dedicate more than $1 billion to technology each year to support the Federal Reserve and our economy, and we’re building a dynamic and diverse team for our future.
Bring your passion and expertise, and we’ll provide the opportunities that will challenge you and propel your growth—along with a wide range of benefits and perks that support your health, wealth, and life.
In addition to competitive compensation, we offer a comprehensive benefits package that includes tuition assistance, generous paid time off, top-notch health care benefits, child and family care leave, professional development opportunities, a 401(k) match, pension, and more.
All brought together in a flexible work environment where you can truly find balance.
The Software Quality Assurance (QA) Engineering Supervisor will lead and deliver quality assurance for our software products in the Federal Reserve System technology platform and products.
You will be an important part of our technology team, assuring the quality of innovative solutions for multiple applications and technology platforms across the enterprise.
In this hands-on role, you lead a QA team working with multiple Product Teams and manage the engagements focused on delivering high-quality software capabilities.
You will manage relationships and client engagements working with customer leaders, Scrum Masters/Release Train Engineers, and Product Owners.
Your direct reports will be comprised of QA Engineers and SDETs involved with all types of testing, including automation, performance, manual/exploratory, and data/database validation based on the supervisor role specified above.
You will personally contribute to and support the QA Engineers for the testing approach/strategy for the Product Teams of the engagements assigned.
You will also contribute to the design and development of our testing platform/services and strengthen technology practice through use of industry-leading techniques and technologies, while developing your and the QA Engineers skills.
Experience with hands-on testing, test automation and test planning/management is required.
Operations QA Engineering Supervisor will focus on Software Quality Assurance (SQA) Operations and Engagement Management. You will lead a team of engineers using a variety of tools for test automation, such as Java, Selenium, Cypress, ACCELQ, JMeter and source code management products like GitLab, TFS/Azure DevOps, GIT and Subversion.
The Operations QA Engineering Supervisor will focus on Software Quality Assurance (SQA) Operations and Engagement Management. They will partner with SQA Supervisors to streamline operational procedures across SQA, communicating changes and providing metrics demonstrating value. ...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:25
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We are seeking an experienced IT Audit professional to join the North America Audit Team covering Consumer and Community Banking technology.
As an Audit Manager-Vice President, in our Internal Audit group you will be responsible for risk assessments, control identification, audit testing, control evaluation, and follow-up and verification of issue closure related to the technology used by the Consumer and Community Banking businesses.
In addition, you will be involved in assessing the adequacy of controls around various projects including major application development initiatives, infrastructure build-outs, and product development and will be expected to develop on-going relationships with senior IT leaders.
Job responsibilities
* Lead audit engagements covering Consumer and Community Banking technology; responsibilities include risk assessments, planning, testing, control evaluation, report drafting, and follow-up and verification of issue closure.
* Establish strong relationships with management in technology, related control groups such as Risk Management, Compliance, and Audit colleagues.
* Monitor key risk indicators, significant change activities and escalation of emerging technology issues to management in a timely fashion.
* Stay up-to-date with evolving technology changes and market events impacting technology processes.
* Provide coaching and feedback to other team members.
* Develop recommendations to strengthen internal controls and improve operational efficiency.
* Be accountable for meeting deliverables and adhering to department standards.
Required qualifications, skills and capabilities
* 7+ years of relevant experience in internal/external auditing, or consulting.
* Bachelor's degree (or related experience) in Accounting, Finance, or related discipline
* Ability to build strong partnerships key stakeholders across the IT and Business audit teams through a proactive, open, communicative approach.
* Working knowledge of IT controls and processes, such as Access Administration, Change Management, Security Configuration, and Business Resiliency, etc.
* Prepared to travel to business locations domestically.
Preferred qualifications, skills and capabilities
* Related degree, as well as professional certification such as CISA, CISSP, or CIA (or desire to work toward a professional certification.)
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, ...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:23
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The J.P.
Morgan Wealth Management Business, a part of the larger Consumer Business, collaborates with consumer partners to provide comprehensive solutions for every client.
The Practice Management and Advisor Development team, a highly visible team with significant interaction with senior management, is tasked with delivering expertise on all practice management concepts to aid advisors in servicing their clients and expanding their business.
This includes strategizing and implementing goals-based planning, establishing a client onboarding & service model, providing investment solutions aligned to client goals, and leveraging tools and technology to enhance client experience.
The team supports leaders and advisors in the branch, field & HNW space, and centralized advisor centers.
As an Advisor Growth Program Field Leadership Strategist, you will play a crucial role in supporting our Divisional Program Leads and ensuring the successful execution of the Advisor Growth Program.
This field-facing role requires a proactive and organized individual who can effectively communicate and collaborate with senior leaders across the organization.
Some travel may be required to support program initiatives.
Join a high-visibility team within US Wealth Management, where you'll play a crucial role in driving growth and innovation.
You'll have the opportunity to collaborate with senior leaders and make a significant impact on the success of the Advisor Growth Program.
This position offers a chance for professional growth and development in a dynamic and supportive environment.
Job Responsibilities
* Develop and distribute monthly divisional and regional decks, ensuring they are informative, engaging, and aligned with program objectives.
* Lead the development and maintenance of the Market Directors of Wealth (MDW) website for AGP, ensuring it is a valuable resource.
* Create and maintain the leadership coaching guide, providing clear and actionable insights for field leaders.
* Support the onboarding of new MDWs with AGP coaching, providing guidance and resources to facilitate their success.
* Support Divisional Program Leads with ad hoc requests, delivering high-quality content and solutions as needed.
* Create a weekly field digest on AGP, summarizing key updates and insights for field leaders.
* Create the monthly AGP update newsletter, summarizing key developments and insights for stakeholders.
* Develop content for the monthly update call, ensuring clear and effective communication of program updates and initiatives.
Required qualifications, capabilities, and skills
* Proven experience in a field-facing role, with a strong ability to engage and communicate with senior leaders.
* Proficiency in PowerPoint and Excel, with the ability to create compelling presentations and analyze data effectively.
* Strong organizational skills and attention to detail, with the ability to manage multiple tasks and pri...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:19
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
In this role you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage internal and external client dialogue.
As a Banker Associate in Middle Market Banking and Specialized Industries, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
You will be responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage internal and external client dialogue.
You will have the opportunity to work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, exhibiting a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to propel new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements a...
....Read more...
Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:18
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Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences.
Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Sr.
Software Release Product Delivery Manager in the Omnichannel & Biometrics Product Delivery Team, you will work to enhance and optimize the way products are delivered to customers.
As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way.
Job responsibilities
* Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
* Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
* Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
* Manage all application and documentation hand-offs from Tech to Production and ensure successful operational readiness activities are initiated downstream.
You will be the conduit between Tech and our Product Management, Estate Management, Logistics, and Development teams
* Effectively create and maintain a software release process following Product Development Life Cycle (PDLC) principles to ensure proper software delivery and impact assessments for all merchants.
Validate all software loads and dependencies to ensure we can effectively install a full, upgrade, or hotfix build without issues or dependencies
* Responsible for coordinating and planning the payment application, SDK, and related software component releases during tech release windows which typically happen during off hours.
Further planning and coordination with the Estate Management and Product Specialist Groups will be required.
* Own all software tracking to ensure application fixes or enhancements are delivered meeting merchant expectations and defined SLAs.
Verify all testing and related dependencies have been completed and provide sign off once all issues and enhancements have been resolved and delivered as expected by stakeholders
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product delivery or a relevant domain area
* Demonstrated ability to execute operational management and change readiness activities
* Strong understanding of delivery and a proven track record of implementing continuous improvement processes
* Experience in product or platform-wide release management, in addition to deployment processes and strategies
* Strong knowledge of payment application...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:13
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Tipp City, US-OH
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:13
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JPMorgan Chase is seeking a Senior Associate to join our Process & Strategy Team within Corporate Finance.
Job summary
Our technology organization is a world-class team employing an innovative, disciplined and business focused approach to develop a wide variety of high-quality products and solutions.
Across 14 technology hubs worldwide, Global Technology teams design, build and deploy everything from enterprise technology initiatives to big data and mobile solutions, as well as innovations in Generative AI, electronic payments, cybersecurity, machine learning, and cloud development.
This role provides an exciting opportunity to work directly with J.P.
Morgan's technology leadership to drive the firm's technology strategy.
As part of the Global Technology Investment Governance Team, you will play a crucial role in supporting fast-paced initiatives to solve complex problems and implement transformation for our business lines.
You will work within our Process and Strategy team to develop the overall strategic vision, operating model, architecture, and processes for Technology Investment Governance.
Job responsibilities
* Support strategic change initiatives in partnership with Product, Technology, Lines of Businesses and Corporate Functions
* Collaborate with team members across LOBs to analyzing current operational processes and support designing the target operating model
* Document and analyze current operating model and practices for Technology Investment Governance across different business lines
* Develop enhanced governance framework ensuring alignment to strategic vision
* Manage stakeholder engagement and alignment, effectively present ideas and concepts to influence senior management / stakeholder decisions and deliver status updates
* Identify potential roadblocks/emerging risks and escalate issues as needed
Required qualifications, capabilities, and skills
* Pro-active self-starter with ability to solve diverse problems and work under pressure
* Diverse problem solving experience, preferably with a top management consulting firm or in other generalist problem solving environments across technology sectors
* Experience with cross-functional collaboration, including influencing stakeholders and working with diverse teams
* Strong interpersonal and communication skills with the ability to work effectively in cross-functional teams
* Mastery of presentation skills for story telling leveraging PowerPoint, Pitchpro and/or Thinkcell (3 yrs minimum experience)
* Advanced Data analysis skills using Excel, Tableau to provide data insights and visualization (3 yrs minimum experience)
* Strong understanding of Technology development lifecycle, Agile practices, Product operating model, project management preferred
Preferred qualifications, capabilities, and skills
* Graduated in Economics, Finance or Math
JPMorganChase, one of the oldest financial institutions, offers inn...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:10
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:09
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
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Type: Permanent Location: Bolingbrook, US-IL
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:07
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Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work with Global Technology Applied Research (GTAR) center at JPMorgan Chase & Co.
(JPMC).
The goal of GTAR is to design and conduct research across multiple frontier technologies, in order to enable novel discoveries and inventions, and to inform and develop next-generation solutions for the firm's clients and businesses.
As an established software engineer in Global Technology Applied Research, you will have proven networking services and middleware R&D background to drive quantum-safe networking innovations at JPMorgan Chase.
The role will contribute to the development and deployment of next-generation quantum network services for business applications and end users.
The role is expected to collaborate with a highly interdisciplinary team, consisting of researchers and engineers from different technical disciplines, who may be located in different cities across the globe.
Job responsibilities
* Contribute to the design and development of network services, middleware, and applications for quantum networks
* Develop quantum-safe networking roadmaps in consultation with stakeholders, internal teams, and partners
* Work with internal and cross-functional teams to ensure R&D outcomes are compliant with industry best practices and firm's cyber and technology controls
* Work closely with an interdisciplinary R&D team consisting of researchers and engineers
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Bachelor's degree in computer engineering, computer science, IT or related disciplines
* 2+ years of experience in software engineering role in networking, telecommunications, quantum networks or related domains.
* Proven track record in delivering technical software projects, from design and system configuration to delivery, maintenance, and technical support
* Technical proficiency in networking protocol and architectures, and with one or more general-purpose programming languages and compliers.
Preferred qualifications, capabilities, and skills
* Proven experience in building out quantum-safe solutions (e.g., quantum key distribution or post-quantum cryptography) for clients and customers
* Proven experience in adopting and deploying emerging technologies (e.g., AI, blockchain or quantum) in finance
* Graduate degree in computer engineering, computer science, IT or related disciplines
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 bank...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-14 07:45:07
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contribution...
....Read more...
Type: Permanent Location: New Orleans, US-LA
Salary / Rate: Not Specified
Posted: 2024-11-14 07:44:59
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* 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 ...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2024-11-14 07:44:59
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
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Type: Permanent Location: Orem, US-UT
Salary / Rate: Not Specified
Posted: 2024-11-14 07:44:54
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Consumer and Community Banking Marketing Transformation is seeking to expand our team with a talented, data-driven, and relationship focused Strategy Lead who will guide the marketing audience vision.
As a Marketing Audience Strategy Lead on the Marketing transformation team you will report to the Marketing Audience General Manager within the centralized JPMC Marketing Transformation Office and will support the Chase, J.P.
Morgan and corporate brands.
You will be a strategy leader in the transformation office, you will need to understand the current state marketing/product/data ecosystems and target state requirements across key functions and lines of business (LOBs) to drive the audience modernization efforts.
You will assist in the development of interim and target state audience strategies.
You will partner with leaders across the firm to create initiatives and roadmaps across content, data, execution and martech that drive the realization of the firm's future state marketing vision of being customer obsessed.
Job Responsibilities:
* Support Marketing Audience Modernization across Consumer & Community Banking through partnering with Data & Analytics ("D&A\"), Line of Business Marketing Teams ("LOB MT"), Performance Marketing, Finance, Product, and Technology
* Assist in the development of a shared omni-channel vision for how we define, manage, and execute marketing audiences across platforms, channels, and products
* Draft strategic and executable plans, including timelines, resource requirements and dependencies for the creation of data features and foundational populations across Marketing LOBs to achieve target state Audience Definition and Management
* Partner with D&A Audience Management and Performance Marketing Execution to develop processes and controls to support target state Audience Definition and Management, including assisting in the identification, rationalization and prioritization of capabilities to achieve target state processes and controls in the campaign workflow solution(s) and coordinating campaign workflow solution roadmaps with overall Audience Modernization timelines
* Scope problems, identify major issues and actionable opportunities, design solutions and quantify potential bottom-line impact
* Assist with interim strategy development for managing audiences for existing campaigns as we work toward our target state solution, including interactions between, CDP, P&I and Sales Force Marketing Cloud
* Draft business cases for Audience Modernization efforts, including ensuring we are driving the economic value ascribed to key capabilities
* Develop communication plans for audience modernization
Required qualifications, capabilities and skills:
* 6+ years of marketing or equivalent experience, with expertise in marketing, product and/or innovation
* Experience in driving marketing/digital transformation and change management within a large organization
* Ability t...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-11-14 07:44:51
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Join the dynamic team at J.P.
Morgan Wealth Management (WM), a line of business within Community Consumer Banking, dedicated to helping investors achieve their long-term financial goals.
Our mission is to protect the Online Investing business by being a trusted advisor, driving innovative solutions to complex business challenges, and maintaining a relentless focus on risk and controls.
Job Summary:
As an Associate in Exposure Management & Market Surveillance, you will play a vital role in supporting our financial risk strategy and ensuring robust market surveillance.
This position offers an excellent opportunity to apply your technical skills in a dynamic and evolving environment.
Job Responsibilities:- - - -
* Stress Testing & Modeling: Contribute to the development and execution of stress testing deliverables.
Assist in building and enhancing modeling capabilities, including Value at Risk (VaR) and Expected Tail Loss calculations.
* Data Analysis & Reporting: Utilize Python, SQL, and data visualization tools to support data research projects and enhance reporting capabilities.
Assist in designing new architectures to unlock information and drive operational efficiencies.
* Market Monitoring: Assist in monitoring intraday market volatility across sectors and asset classes.
Support the production of risk analytics and reporting to analyze the impact of market events on credit and market risk exposures.
* Margin Requirements: Support the daily calibration of margin requirements and collaborate with senior team members to ensure they are adequately set.
Gain an understanding of regulatory requirements related to margin lending and options trading.
* Risk Management Support: Collaborate with risk management teams to review models, methodologies, and assumptions for risk modeling activities.
Support the development of control frameworks and documentation for risk processes.
* Client Exposure Monitoring: Assist in monitoring client exposure at the account level and support proactive client contact for accounts with high potential exposure.
Required qualifications, capabilities, and skills:
* Undergraduate degree in finance, economics, mathematics, computer science, or a related field.
* 3-5 years of experience in financial services, risk management, or a related field.
* Strong technical skills, with practical knowledge of Python, SQL, and data analytics packages.
* Experience with data visualization tools such as Tableau or similar.
* Basic understanding of financial products and market dynamics.
* Excellent quantitative and qualitative analytical skills.
* Strong communication and interpersonal skills.
Preferred Qualifications, capabilities and skills:
* Graduate degree in finance, economics, mathematics, computer science, or a related field.
* Familiarity with Bloomberg, FactSet, or similar financial data platforms.
* Series 7 Licensing or willingness to obtain...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-14 07:44:40
