-
Join our dynamic team to advance agile methodologies, fostering innovation and high-quality solution delivery in a collaborative environment.
As an Agility Senior Associate in the Corporate Technology - Consumer and Community Banking- Risk Tech team, you will be a servant leader, coach, and strategic partner who drives the adoption and scaling of Agile and Lean practices across a large Risk Product portfolio.
You will enable and coach agile teams in partnership with other Agility Leads, Product Owners, and engineering leads, accelerating delivery of high-quality risk outcomes and maturing product management practices.
You will partner closely with the Product Portfolio Office and senior leaders (Executive Leaders, VPs, Directors) to set and achieve Agile and product education goals while cultivating an inclusive, learning culture that values diversity, curiosity, and continuous improvement.
Job responsibilities
* Facilitate the adoption and adaptation of agile methodologies within teams and provide guidance, training, and support to propel continuous improvement and high performance
* Create an environment of collaboration within the teams that allows for open dialogue and productive solutions for resolving conflicts
* Enable agile project delivery by facilitating the prioritization of tasks and managing resources to effectively address complex situations to achieve project goals
* Analyze and interpret policies, identify key barriers, and apply your critical thinking skills to address challenges within the product development lifecycle
Required qualifications, capabilities, and skills
* 5+ years in Agile product development or delivery, with hands-on coaching and facilitation across multiple teams in complex technology environments
* Expertise in Agile and Scrum with practical application in product organizations and fluency with Kanban and Lean practices
* Working knowledge of scaling approaches (e.g., LeSS) and experience coordinating outcomes across many teams and shared platforms
* Demonstrated ability to coach and influence at all levels (i.e., engineers to executives) and strong executive presence and concise storytelling with data
* Proven backlog management and flow optimization skills in story mapping, slicing, empirical planning, and outcome-based road mapping
* Strong facilitation, coaching, conflict resolution, and mediation skills that build high-performing, psychologically safe teams
* Ability to anticipate and remove organizational impediments in navigating and leveraging capabilities across the firm to solve local problems
* Practical understanding of risk and control concepts relevant to technology delivery with disciplined escalation and follow-through
Preferred qualifications, capabilities, and skills
* Experience in consumer banking risk domains (e.g., credit risk decisioning, fraud, collections, disputes, operational/technology risk) within product deliv...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:47
-
General Purpose
The primary purpose of your job position is to plan, organize, develop, and direct the overall operation of the Maintenance Department in accordance with current federal, state, and local standards, guidelines, and regulations governing our facility, and as may be directed by the Administrator, to assure that our facility is maintained in a safe and comfortable manner.
Essential Duties
* Ensure that maintenance schedules are followed as outlined for respective shift or area.
Develop and maintain written maintenance policies and procedures.
* Plan, develop, organize, implement, evaluate, and direct the Maintenance Department, its programs, and activities.
* Coordinate maintenance services and activities with other related departments (i.e., Dietary, Nursing, Activities, etc.).
* Assume the administrative authority, responsibility, and accountability of directing the Maintenance Department.
* Assist the Infection Control Coordinator in identifying, evaluating, and classifying routine and job-related maintenance functions to ensure that tasks involving the potential exposure to blood/body fluids are properly identified and recorded.
* Inspect storage rooms, workrooms, utility/janitorial closets, etc., for upkeep and supply control.
* Participate in facility surveys (inspections) made by authorized government agencies as necessary or as may be directed.
* Review and develop a plan of correction for maintenance deficiencies noted during survey inspections and provide a written copy of such to the Administrator.
* Ensure that services performed by outside vendors are properly completed/supervised in accordance with contracts/work orders.
* Meet with maintenance personnel on a regularly scheduled basis, solicit advice from interdepartment supervisors concerning the operation of the maintenance department, assist in identifying and correcting problem areas, and/or improve services.
* Review and check competence of maintenance personnel and make necessary adjustments or corrections as required.
* Make daily rounds to assure that maintenance personnel are performing required duties and that appropriate maintenance procedures are being rendered to meet the needs of the facility.
* Maintain a productive working relationship with other department supervisors and coordinate maintenance services to assure that services can be performed without interruption.
* Supervise safety and fire protection and prevention programs by inspecting work areas and equipment at least weekly.
* Ensure that maintenance personnel follow established safety regulations in the use of equipment and supplies at all times.
* Ensure that all personnel wear and/or use safety equipment and supplies (e.g., back brace, mechanical lifts, etc.) when lifting or moving heavy objects.
* Ensure that supplies and equipment are maintained to provide a safe and comfortable environment.
* Prom...
....Read more...
Type: Permanent Location: Bakersfield, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:46
-
General Purpose
The Staff Occupational Therapist Assistant assists the Staff Occupational Therapist with patient related activities and direct patient care.
Essential Duties
• Treat patients as directed by the Occupational Therapist.
• Record daily treatment notes and weekly progress notes per OT Board.
• Treat patients per the physician treatment plan.
• Assist nursing department with training of Restorative Aides.
• Communicate with supervisor and other health team members regarding patient progress, problem and plans.
• Participate in in-services training program for other staff in the facility.
• Record evaluations, daily treatment notes, weekly progress notes, recertification documentation, per Occupational Therapy Board State Practice Act and governmental and third-party payer requirements.
• Record treatment changes per policy and procedures.
• Instruct patient's families or nursing staff in maintenance program and caregiver training in preparation for discharge from therapy services.
• Participate in discharge planning.
• Assist with cleaning and maintenance of treatment area.
• Report any problems with department equipment so that it is maintained in good working order.
• Ability to relate positively, effectively, and appropriately with patients/residents, families, staff and professional colleagues.
Supervisory Requirements
This position is not a supervisory position.
Qualification
Education and/or Experience
Licensed as a Staff Occupational Therapy Assistant Board of the State.
Proficient in computer skills such as inputting data into programs such as Casamba and Point Click Care.
Language Skills
Ability to read technical procedures.
Ability to read and comprehend policy and procedure manuals.
Ability to effectively present information and respond to questions from managers, coworkers and families.
Mathematical Skills
Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
Reasoning Ability
Ability to solve practical problems.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registrations
Licensed as an Occupational Therapist Assistant in the state.
Employee must meet continue education requirements per state practices.
Must maintain a license in good standing at all time with the state board.
Physical Demands
The essential functions of this position require the following physical abilities: Standing and /or walking very frequently.
Sitting occasionally.
Reaching with hands and arms frequently, pushing/pulling very frequently.
Talking and /or hearing very frequently.
Tasting and /or smelling very frequently.
Exerting in excess of 100 pounds of force occasionally, and or excess of 50 pounds of force frequently, and/or excess of 20 pounds of force constant to move objects.
Climbing, balancing, stooping, kneeling, crouching or crawling occasionally.
...
....Read more...
Type: Permanent Location: Ukiah, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:45
-
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: Slidell, US-LA
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:43
-
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
* Reading and speaking in both English and Hebrew fluently is required for this role
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, ...
....Read more...
Type: Permanent Location: Kew Gardens, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:42
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Enterprise Technology team, you play a crucial role in an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
As a key technical contributor, you are tasked with implementing critical technology solutions across multiple technical domains, supporting various business functions to achieve the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
* Developing automated solutions to address impactful business needs,
* Working with other team members to productioni ze end-to-end technical solutions,
* Engaging in research and development of innovative relevant solutions,
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Advanced proficiency in one or more programming languages, including Python.
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Proficiency in automation and continuous delivery methods
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Practical cloud native experience
* Solid coding level in Python , with experience in leveraging available libraries to dedicated projects.
* Knowledge of AI/ML
* Demonstrated practical experience in machine learning techniques, supervised, unsupervised, and semi-supervised.
Preferred qualifications, capabilities, and skills
* In-depth knowledge of the financial services industry and their IT systems
* Proficient in all aspects of the Software Development...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:40
-
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.
You will be working alongside a team of talented colleagues, businesses, and functions to provide you with the opportunity to take your career to the next level.
Job Responsibilities:
* Serve as a trusted partner, supporting day-to-day business and execution of strategic priorities.
* Collaborate across investment teams to drive alignment and effective execution of initiatives.
* Enhance team communications and coordinate with internal and external stakeholders, including senior executives and clients.
* Identify process improvements and help implement solutions to optimize team coordination and business outcomes.
* Conduct research on industry trends and competitors to provide insights and recommendations.
* Prepare presentations and reports for meetings, ensuring accuracy and professionalism.
* Coordinate agendas and follow-ups for management meetings and select client forums.
* Contribute to wider Private Bank initiatives and propose ideas for business optimization, from client opportunities to strategy innovation.
Required Qualifications, Capabilities and Skills:
* Broad understanding of the financial markets and investment management.
* Ability to "connect the dots" across business processes and drive clarity in ambiguous situations.
* Exceptional communication, organizational, and project management skills.
* Advanced proficiency in Microsoft Office Suite, with a strong emphasis on PowerPoint and Excel.
* High professionalism, integrity, and discretion with confidential information.
* Strong attention to detail and commitment to high-quality work.
* Initiative, curiosity, and analytical ability to complete projects independently.
* Ability to thrive in a fast-paced environment and manage multiple projects.
* Strategic thinking and confidence to present recommendations to business leaders.
* Bachelor's Degree required
* Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Coachable professional with good business acumen
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 p...
....Read more...
Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:38
-
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: Skokie, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:37
-
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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:37
-
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: Wilmette, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:35
-
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: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:33
-
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: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:31
-
Join a dynamic team within the Office of the Chief Financial Officer, where you'll oversee the development and distribution of macroeconomic scenarios used in the Firm's forecasting processes.
Collaborate with Economics and Strategy Research teams, Chief Risk Officer, Chief Financial Officer, Financial Planning teams, and other corporate areas.
Cover key U.S.
and global macroeconomic indicators, rates, equities, FX and credit markets, real estate markets, and more.
A broad knowledge base across economics and finance is essential.
Develop scenarios across a range of potential economic backdrops distributed Firmwide.
As a Firmwide Economic Scenarios Associate within the Office of the Chief Financial Officer, you will play an integral role in the team's scenario design work and macroeconomic forecasting.
You will have the opportunity to directly execute forecasts for macroeconomic variables and interact with senior leaders, developing important leadership and analytical skills required to advance in the Firm.
Job Responsibilities:
* Support the execution of macroeconomic forecasts that make up the scenarios, working closely with key forecasting partners and consumers of the scenarios.
* Monitor and prepare commentary on economic releases and events, monitor evolving risks, stay abreast of trends in economics and financial markets, and anticipate implications for macroeconomic forecasting and scenario design.
* Manage multiple project workstreams as well as inbound questions, deliverables, and ad-hoc requests, with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timelines.
* Develop executive-level presentations for senior management and internal stakeholders.
* Interact with and guide quantitative model development teams for the development and enhancement of macroeconomic forecasting methodologies.
* Lead ad-hoc analysis and conduct economic research as needed.
Required Qualifications, Skills, and Capabilities:
* Strong quantitative skills: Master's or Bachelor's degree in Economics, Econometrics, Quantitative Finance, or related field.
* At least 2 years of relevant work experience in research/forecasting/business analytics for a leading financial institution/central bank/consulting firm or similar, with a strong background/interest in economics.
* Advanced Excel and Microsoft Office skills and experience with at least one programming language/statistical software (e.g., Python, R, EViews, Excel VBA).
* Exceptionally detail-oriented with the ability to synthesize large amounts of data and various viewpoints, summarize key concepts, and clearly articulate relevant conclusions.
* Excellent organizational and communication (verbal and written) skills.
* A proven track record of executing against deliverables and meeting deadlines under pressure.
* Self-starter, with an ability to multitask in a fast-paced environment with frequently changi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:31
-
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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:30
-
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...
....Read more...
Type: Permanent Location: Saint Cloud, US-FL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:28
-
The Treasury and the Chief Investment Office (TCIO) within JPMorgan is responsible for firm wide asset and liability management for one of the world's largest global financial institution.
Because it sits at the very center of the firm, TCIO directly influences the composition of the firm's balance sheet as well the activities of the firm's four main lines of business (LOBs): Asset & Wealth Management, Commercial Banking, Corporate & Investment Bank, and Consumer & Community Banking.
Working as a key member of the Middle Office Trade Support team supporting TCIO's North America activity, you will be responsible to ensure the business is well supported and properly controlled.
Due to the constant evolution of business and regulatory initiatives, your role will necessitate your involvement in supporting daily processes and at times, involvement in special projects.
You will need to possess a financial mindset, an appreciation for complex system flows and the controls necessary to ensure their accuracy, an aptitude for root/cause analysis, and an overriding eagerness to exhibit leadership and drive.
Job responsibilities:
* Understand all transaction flows and controls pertinent to the various set of products in the TCIO portfolio.
* Address and escalate issues as they arise as a matter of urgency.
* Work closely with the Funding Front Office to ensure critical collateral movements and funding flows are successfully captured and settled.
* Work closely with the CIO Portfolio Managers to ensure accurate and timely capture of all executed activities.
* Build and maintain strong business, operations and technology relationships.
* Participate within a strong team of professionals who are fully trained, engaged and contributing to the health of the business.
Required qualifications, capabilities and skills:
* 0+ years of financial services background
* Strong analytical skills to understand a diverse set of sophisticated cross-asset products and complex end-to-end workflow
* Detail-oriented with a strong control mindset
* Keen attention to detail and a methodical approach to problem solving
* Effective organization and communication skills
* Ability to multi-task & prioritize in a fast-paced environment
* Strong interest in process improvement, automation, and system enhancement
* Ability to self-motivate, drive urgently and deliver with fine attention to detail
Preferred qualifications, capabilities and skills:
* Financial instrument product knowledge 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).
JPMorganC...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:26
-
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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:26
-
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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:25
-
J.P.
Morgan Chase & Co.
is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries.
It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.
The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.
JPMorgan Private Bank was recognized in 2015 by Euromoney as the world's best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.
Role Summary
As a Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Research for the CIO team.
The Portfolio Analytics group is responsible for developing proprietary models and analytical tools for asset allocation, portfolio construction, performance attribution and risk management.
In this role, you will be responsible for providing quantitative analysis and developing tools for portfolio tactical allocation decisions and multi-asset class portfolio construction and risk management.
Responsibilities
* Model Development: Build and maintain models using advanced coding skills (Python), leveraging large and complex datasets.
* Data Management: Help maintain and manage datasets used within the CIO team.
* Risk Modeling: Research, develop and run risk models for multi-asset portfolios.
* Performance Attribution: Research, develop and run performance attribution for multi-asset portfolios.
* Quantitative Research: Apply statistical and machine learning techniques to enhance investment research and portfolio management.
* Model Management: Work with Model Review and Governance teams to document, test and validate models used within the team.
* Collaboration and Communication: Collaborate with portfolio managers, product managers, and Technology on an on-going basis.
Clearly and effectively communicate complex quantitative concepts, findings, and actionable insights to portfolio managers and other investment professionals.
Required Qualifications, Skills and Capabilities:
* Bachelor's or Master's degree in a quantitative field (Mathematics, Engineering, Computer Science, etc.).
* Minimum 3 years' experience on an investment team in an asset management firm
* Advanced programming skills in Python, including experience with data analysis libraries (e.g., Pandas, NumPy).
* Proficiency in statistical analysis, econometrics, machine learning, and/or AI techniques.
* Understanding of performance attribution techniques
Preferred Qualifications, Skills, and Capabilities:
* Strong analytical mindset with intellec...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:23
-
You are a strategic and analytical thinker, passionate about delivering innovative solutions to clients.
You thrive in dynamic environments, collaborating across teams to drive impactful results.
If you are ready to unlock your potential and shape the future of product solutions, you have found the right team.
As a Product Solutions Vice President in Merchant Services, you are an expert at the intersection of products and the sales cycle.
You leverage your deep understanding of customer needs to craft complex solutions, partner with Product and Sales to identify and capture market opportunities, and create new ways for teams to continuously deliver value to customers.
In this role, you will collaborate across product, technology, and architecture within the payments space, driving customer-centric strategies and business outcomes.
You will influence the product development cycle, develop comprehensive solution requirements, and utilize industry-leading tools to support go-to-market initiatives.
Your expertise will help shape the future of payments through value-added services and innovative product adoption
Job Responsibilities
* Own the end-to-end strategy and roadmap for a smart routing and multi-rail orchestration product in the Merchant Services business
* Design routing decision logic across PIN / PINless debit networks (e.g.,, PULSE, STAR), local methods of payment (e.g., Carte Bancaire, EFTPOS), Visa / Mastercard rails, and emerging alternative rails where applicable
* Build routing strategies that balance merchant preferences, issuer behavior, network rules, regulatory requirements, transaction economics (e.g., interchange, scheme / network fees) and fallback / resiliency needs
* Define product vision, market positioning, success metrics, and business cases tied to approval rate lift, cost savings, and performance
* Serve as a subject matter expert on debit routing, scheme connectivity, network economics, and routing mandates (e.g., Durbin-style requirements where applicable)
* Partner closely with engineering, compliance, risk, operations, and commercial teams to ensure successful execution and launch
* Engage customers and partners to collect feedback, drive adoption, and strengthen JPMorgan's position as a thought leader
* Contribute to broader payment optimization initiatives beyond routing, ensuring a connected solution across capabilities such as authentication, tokenization vault, and authorization optimization
Required Qualifications, Skills, and Capabilities
* 7+ years of experience in payments, with a background in product management, solutions engineering / consulting, payments implementations / integrations, or network / scheme enablement
* Strong understanding of debit payment economics, including interchange mechanics, scheme /network assessments, processing / acquirer cost structures, and how routing impacts merchant cost and provider margin
* Demonstr...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:21
-
J.P.
Morgan Asset Management is a leading global alternatives manager with a 40-year legacy of delivering innovative solutions across market cycles.
Our specialized teams manage alternative investment strategies, supported by the extensive resources and governance of J.P.
Morgan Asset Management.
We offer a diverse range of strategies, including real estate, private equity, credit, infrastructure, transportation, liquid alternatives, and hedge funds, all designed to achieve specific client outcomes and provide uncorrelated returns to traditional asset classes.
Our customized portfolios are tailored to meet individual client needs.
Job Summary:
Join our team as a Vice President in the Investment Accounting Controller Team, where you'll support the financial reporting of one of the largest Commercial Real Estate portfolios.
You'll collaborate with a team of seasoned professionals, overseeing various aspects of real estate financial analysis, accounting, structuring, and internal controls for properties within a designated geographic area.
Additionally, you'll work closely with investment professionals on acquisitions, dispositions, and capital restructures, focusing on accounting treatment and transaction execution for REA funds and investors.
Job Responsibilities:
* Cultivate and maintain strong relationships with REA investment team members, joint venture partners, and property managers.
* Conduct financial due diligence for acquisitions, collaborating with various REA departments, third parties, sellers, JV partners, and legal counsel.
* Reconcile and analyze differences between historical cost, tax and fair value accounting to provide insights into the financial performance and valuation of real estate assets.
* Provide oversight and guidance on accounting treatment, offering periodic feedback on the quality and thoroughness of work products.
* Review monthly operating results of investments for Fund consolidation and pricing, serving as an escalation point for reporting issues.
* Analyze financial statements and performance metrics (IRR, equity multiples, time-weighted returns, etc.) of real estate investments.
* Engage with independent external auditors and tax practitioners.
* Prepare and review materials valuable for business management, internal stakeholders, and investors.
* Manage outsourced staff, ensuring adherence to responsibilities and deadlines.
Required qualifications, capabilities, and skills:
* CPA certification
* 8+ years of real estate accounting experience, with a strong understanding of historical cost GAAP and FV (Fair Value) reporting standards.
* Bachelor's degree in Accounting
* Strong understanding of complex real estate investment structures, mortgage documents, development management agreements, partnership agreements, property management and leasing agreements, and purchase and sale agreements
* Experience managing consultants and meeting ti...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:19
-
If you are a collaborative team member, solutions orientated and delivers premier client service, J.P.
Morgan is the place for you!
As a Client Service Associate within the U.S.
Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships.
You will serve as the primary contact for all service-related needs of a Private Banking client.
Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.
Job responsibilities
* Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
* Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
* Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
* Review and identify potential business opportunities for clients to engage in additional products and services
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
Preferred qualifications, capabilities, and skills
* College degree or equivalent client service experience preferred
* Experience with a wide array of financial products 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.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimburse...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:17
-
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: Westfield, US-IN
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:15
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:14
-
Drive impact in a dynamic role overseeing Real Estate and Oil & Gas insurance for Trust & Estate clients.
Join a team where your technical expertise and analytical skills will directly enhance operational efficiency and risk management.
Collaborate with diverse stakeholders and gain exposure to complex asset management.
Grow your career with opportunities for advancement and intelligent automation initiatives.
Be part of a company that values your independence and commitment to excellence.
As an experienced T&E Operations Real Estate/Oil and Gas Insurance Officer within our Asset Wealth Management Trust & Estate team, you will oversee and manage insurance operations for Real Estate and Oil & Gas assets in client accounts.
You will collaborate with us and a range of stakeholders to ensure policies, claims, and renewals are handled efficiently and accurately.
Your technical and analytical skills will help us optimize processes, mitigate risks, and deliver exceptional service to our clients.
Together, we foster a culture of independence, growth, and continuous improvement.
This is your opportunity to make a meaningful impact for our clients and the wider community.
Job responsibilities:
* Manage and oversee Real Estate and Oil & Gas insurance operations within Trust & Estate client accounts.
* Coordinate with internal and external stakeholders, including vendors, underwriters, and property managers, to ensure effective management of insurance policies, claims, and renewals.
* Leverage expertise in Real Estate, Oil & Gas, and insurance to enhance operational efficiency and mitigate risks.
* Handle documentation and renewal of external insurance policies for real estate properties, tenants, and Oil & Gas working interests.
* Conduct insurance assessments during triennial appraisals and annual reviews to ensure adequate coverage, including evaluating and determining appropriate insurance coverage such as flood insurance applications when necessary.
* Prepare and maintain monthly reports to monitor financial activities, new assets, and claim statuses.
* Support the annual renewal process of the Master Insurance Program (MIP), including inflation guard application and coordination with trust officers.
* Assist in evaluating existing policies, carrier quality, and coverage limits to ensure compliance and adequacy.
* Develop and maintain detailed procedures, workflows, and models to optimize operational efficiency.
* Collaborate with external vendors and internal business partners to resolve issues and implement process improvements.
* Partner with management to prioritize and implement improvement opportunities, including intelligent automation
Required qualifications, capabilities, and skills:
* Three or more years of experience managing and overseeing Real Estate and Oil & Gas insurance industry operations.
* Strong expertise in Real Estate, Oil & Gas, and insurance fields.
* Ex...
....Read more...
Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-16 08:32:13
