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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Arvada, US-CO
Salary / Rate: Not Specified
Posted: 2026-01-09 08:29:09
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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: Webster Groves, US-MO
Salary / Rate: Not Specified
Posted: 2026-01-09 08:29:07
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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: Edwardsville, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-09 08:29:05
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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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products not available in all states.
JPMorganChase, one of the oldes...
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-09 08:29:04
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J.P.
Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm.
Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.
As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors.
You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.
Job Responsibilities:
* Monitor and analyze the progress of active account and book reviews, as well as staff productivity.
* Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues.
* Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment.
* Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings.
* Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members.
* Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training.
* Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts.
* Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers.
* Identify and escalate potential issues to appropriate parties for further action.
* Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum.
* Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff.
Required Qualifications, Capabilities, and Skills:
* Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments.
* Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies.
* Eagerness to engage directly with clients and advisors.
* Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53).
appropriate State Life & Health Insurance license.
Additional licensing requirements must be met within 120 days of...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-09 08:29:02
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J.P.
Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm.
Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.
As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors.
You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.
Job Responsibilities:
* Monitor and analyze the progress of active account and book reviews, as well as staff productivity.
* Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues.
* Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment.
* Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings.
* Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members.
* Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training.
* Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts.
* Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers.
* Identify and escalate potential issues to appropriate parties for further action.
* Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum.
* Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff.
Required Qualifications, Capabilities, and Skills:
* Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments.
* Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies.
* Eagerness to engage directly with clients and advisors.
* Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53).
appropriate State Life & Health Insurance license.
Additional licensing requirements must be met within 120 days of...
....Read more...
Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-09 08:29:01
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Our goal is to build the next generation of AI: autonomous agentsthat can reason, plan,act, and learnto solve criticalproblemsfor an industry leading financial institution.
Weare looking for architects who will definethe future of banking through Agentic AI.The Applied Artificial Intelligence and Machine Learning team in Commercial and Investment Banking is transformingoperationsbyleveragingthe latest advancements inagentic AI andfrontier models.
As an Applied AI ML Lead Researcher in the CIB Applied AI ML Research team, you will be a builder, a scientific pioneerand mentor who bridges the gap betweenleading edge theory and enterprise-grade,large-scale,deployable systems.
Job Responsibilities:
* Architect and develop GenAI and agentic solutions to automate complex operational processes
* Assist Lines of Business and teams to directly solve priority use cases within the domain
* Deliver multiple agents that collaborate to solve large, complex problems, orchestrate end-to-end workflows, and scale across JPMC
* Design and build services and libraries that AI teams want to use
* Mentor and inspire a team of AI engineers, fostering a culture of excellence, innovation, and continuous learning
* Ensure the scalability, reliability, and security of AI/ML solutions in a production environment, with a focus on long-term sustainability
* Collaborate with stakeholders and technical partners across Lines of Business and firmwide to scale solutions and maximize impact
Required Qualifications, Capabilities, and Skills:
* PhD in Computer Science or a related quantitative discipline with 3+ years of relevant experience orMS in Computer Science or a related field with 5+ years of relevant experience
* Research experience or work in a top commercial AI research lab
* Deep understanding of AI fundamentals and practical experience with data analysis and experimental design
* Proven track record of deploying AI/ML applications in a production environment at scale
* Familiarity with distributed computing patterns for training, serving, and persistence of state
* Experience integrating user feedback to establish agentic refinement and self-improving AI applications
* Experience in building and leading high-performing AI teams
Preferred Qualifications, Capabilities, and Skills:
* Experience deploying models on AWS platforms such as SageMaker or Bedrock will be strongly considered, but not required
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 tot...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:59
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Santa Ana, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:58
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Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments.
You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing.
You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties.
Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture.
Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
* Facilitate application process by interfacing with customers in taking complete applications.
Requesting documentation from borrowers.
Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
* Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
* Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
* Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
* Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings.
Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
* Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
* Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers.
Assist and attend team marketing events and trade shows.
* Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
* Support Client Manager to achieve high originations and retain existing clients.
You will provide a high level of customer service to bot...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:56
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Are you highly motivated to work in a dynamic team and contribute to our Commercial & Investment Bank's Markets business? We are seeking a PricingDirect Analyst to join our CLO team in a demanding role that combines complex financial analysis with cutting-edge technology.
This position offers the opportunity to work with sophisticated valuation models and provide first-class service to our clients.
As a PricingDirect Analyst, you will be responsible for generating security valuations across multiple market closes while performing complex quantitative and data analysis.
You will work in a dynamic environment that requires self-motivated problem-solving skills and the ability to develop new areas of product growth through independent research and client interactions.
Job Responsibilities
* Generate daily security valuations for multiple market closes, including market data collection and analysis, price generation, quality control, and client feedback.
* Examine and develop new areas of product growth through independent research and interactions with clients, trading desks, research professionals, and technology teams.
* Address client concerns on a daily basis with emphasis on providing first-class service and quality.
* Continuously improve product and service quality through daily market surveillance, communication with market participants, data analysis, and process enhancement.
* Develop and maintain regular contact with trading desks, research teams, and market participants.
* Perform in-depth analysis on individual securities or portfolios and explain nuances to colleagues and clients.
* Collect and analyze large amounts of market information and incorporate findings into valuation processes.
* Utilize creative problem-solving skills while performing well under pressure.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree or higher, ideally in Finance or a related field such as Physics, Economics, Statistics, Engineering, Mathematics, or Data Science.
* Knowledge of fixed income and pricing.
* Experience in programming languages such as Python, VBA, Perl, Java, or SQL.
* Proficiency in Excel and high aptitude for learning new technologies.
* Clear, logical thinking with strong quantitative abilities.
* Effective communication skills to interact with traders, research teams, and clients.
* Strong understanding of finance principles, derivative and fixed income securities, and mathematical modeling.
* Detail-oriented approach with highly disciplined process and quality control methods.
Preferred Qualifications, Capabilities, and Skills
* Practical exposure to machine learning and artificial intelligence packages.
* Experience with databases and various programming languages.
* Strong Excel skills with Python coding experience.
* Ability to learn quickly, multi-task, and self-manage priorities.
* Strong team player ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:55
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J.P, Morgan Institutional Investment Solutions
Institutional Investment Solutions ("IIS") is a highly specialized global team of seasoned investment professionals within J.P.
Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices, Endowments, and Defined Contribution Plans.
The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates.
IIS designs, implements, and manages these solutions by leveraging the full breadth of J.P.
Morgan Asset & Wealth Management's investment capabilities-drawing on both in-house expertise and leading external managers.
We understand institutional investors have distinct goals, risk profiles, and liquidity needs.
Our platform is designed to address these priorities and adapt to a changing investment landscape, offering flexible engagement as either a dedicated Outsourced CIO or a strategic partner to in-house investment teams.
Our senior investment team averages over 20 years of experience, with backgrounds in Family Office CIO teams and institutional portfolio management at leading Asset Managers.
Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis.
In addition, IIS has deep experience advising institutional investors on building robust investment governance frameworks, establishing investment policy, and institutionalizing wealth for future generations.
As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with International Private Bank Advisors to deliver IIS's specialized capabilities to our largest and most sophisticated Family Office clients.
They will serve as the primary portfolio manager for multi-asset solutions delivered to this client base.
Job Responsibilities:
Delivering Advice and Custom Investment Solutions:
* The candidate will be responsible for understanding each Family Office client's investment plan, goals, and objectives, and for developing and implementing a customized tax-aware investment strategy that aligns with their long-term vision.
This includes identifying opportunities to provide advice and introduce J.P.
Morgan's full suite of investment solutions.
Holistic Asset Allocation and Portfolio Construction:
* Advise clients on establishing comprehensive asset allocation policies and constructing robust, diversified portfolios.
Provide guidance on best practices for investment policy and governance, ensuring clients have the frameworks needed for effective long-term wealth management.
Execution, Oversight and Client Communication:
* Execute investment solutions in client accounts in accordance with their strategic plans.
This includes managing a range of investment vehicles such as Investment Management accounts, Separately Managed Accounts, Hedge Funds, Private Equity, Private Credit, and...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:53
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, 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 Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Corvallis, US-OR
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:52
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Join a team of industry experts dedicated to helping hedge funds navigate the evolving marketplace.
As a member of our CAG Consulting Team, you'll collaborate with clients and industry leaders to deliver innovative solutions and best practices that drive business growth and operational excellence.
Job summary
As an Analyst on the CAG Consulting Team, you will work closely with hedge fund clients to address key business challenges, providing end-to-end support from start-up assistance to ongoing advisory services.
Based in New York, London, or Hong Kong, you'll leverage your industry knowledge and analytical skills to deliver impactful solutions across trading, operations, technology, and risk management.
You'll play a critical role in helping clients manage growth, optimize infrastructure, and implement best practices.
Start Ups Services
Help prepare start up materials used by a cross a functional pitch team and provide consulting services during the sales process to assist clients and prospects in launching a new fund.
* Provide advisory services for network / systems architecture and build out including (mobile technology, private cloud solution, cyber security, hardware, telephony technology (PBX, turrets & VoIP) and BCP and DR considerations
* Provide new hedge fund managers with budgeting and cash flow templates, vendor introduction and analysis to create best of breed investment platforms, advise on best practices for creating internal policies and procedures, and help with infrastructure and office space needs
Advisory Services
For existing funds that reach inflection points in their business life cycle
* Provide business consulting advice to hedge fund managers across non-investment functional areas (Middle & Back Operations, Risk Management, Portfolio & Partnership Accounting, Legal, Compliance, HR & Administration etc.)
* Educate and act as a knowledge source to assist managers in preparation for operational due diligence process and when dealing with DDQs
* Perform operational benchmarking and best practice reviews focused on non-investment areas for CFOs, COOs, CTOs & COOs
* Act as a Subject Matter Expert (SME) responsible for the management and execution of client events and a thought leader in the industry.
* Identify & investigate vendors and manage ongoing relationships for both technology and service providers (act as a proctor and liaison to clients as appropriate; track and manage all vendor updates)
Job responsibilities
* Provide end-to-end start-up assistance and consulting services to hedge fund clients and prospects.
* Advise on infrastructure and technology solutions, including network architecture, cybersecurity, and business continuity planning.
* Deliver organizational best practice reviews and operational benchmarking for non-investment functions.
* Support clients with budgeting, cash flow templates, vendor selection, and internal policy development.
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:50
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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
* FEDERAL DEPOSIT INSURANCE ACT:
* This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
...
....Read more...
Type: Permanent Location: Northridge, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:48
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J.P.
Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P.
Morgan Advisors, J.P.
Morgan Self-Directed Investing (digital platform), J.P.
Morgan Investments Direct, and J.P.
Morgan Personal Advisors.
J.P.
Morgan (our Remote Wealth Management offering).
As a Vice President on the CWM Business Project Management Team you will lead strategic initiatives aimed at driving business growth and enhancing client experiences within Chase Wealth Management.
This individual will partner with leaders across product, technology, legal, risk, and field teams to deliver large-scale, transformational projects that spark innovation and long-term success.
The position requires strong problem-solving skills, advanced analytical capabilities, and the ability to navigate complex issues while driving strategic decisions through execution.
Job Responsibilities
* Lead critical business projects end-to-end, representing the business in planning, execution, and delivery to ensure initiatives meet strategic goals
+ Act as business owner for key initiatives, coordinating across functions to drive alignment, remove roadblocks and deliver outcomes on behalf of the organization
+ Drive the prioritization, implementation, and measurement of key business goals and targets, managing projects that impact Advisors and their management across multiple stakeholders.
+ Strategize and develop implementation plans for key initiatives effectively.
+ Collaborate and mentor junior members of the team in order to execute project deliverables with a focus on the client and advisor experience
+ Identify risks and escalate issues promptly, employing a solution-focused mindset to resolve challenges.
+ Interface with senior executives on the leadership team, building relationships across stakeholders to enable the business to achieve its objectives and ensure initiatives are executed as planned in a controlled manner.
+ Build trust and rapport through all interactions, delivering optimal outcomes for the business and fostering an advisor and client-centric mindset across all strategic initiatives.
+ Leverage cross-functional relationships and business knowledge to influence outcomes with quick turnaround times.
Required qualifications, capabilities, and skills
* 7+ years of prior experience in financial services industry,
* Proven track record of managing and delivering high-profile priorities and projects in a fast-paced, fluid environment with multiple stakeholders.
* Proactive, accountable, and detail-oriented, with the ability to prioritize across multiple deliverables concurrently and execute within demanding deadlines.
* Ability to understand and analyze complex business processes, products, and initiatives to identify risks, improve processes, and develop innovative sol...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:47
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Career Summary
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
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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 o...
....Read more...
Type: Permanent Location: West Chester, US-PA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:45
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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 Associate in the U.S.
Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business.
You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.
Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.
Job Responsibilities
* Provide leverage to the Senior Banker on daily client priorities
* Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
* Support the Senior Banker on client hierarchy and pipeline management
* Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities
Required Qualifications, Capabilities, and Skills
* 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
* Sales/origination experience
* Coachable professional with good business acumen
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Excellent communication skills
* Strong analytical and quantitative skills
* Ability to multi-task and manage priorities effectively
* Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
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 determ...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:44
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Port Orange, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:42
-
At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information:
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's households a...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:40
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then 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.
Banker 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.
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...
....Read more...
Type: Permanent Location: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:39
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Lima, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:37
-
At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Licensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* A valid and active Series 7 and Series 63
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days)
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financia...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:36
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Albuquerque, US-NM
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:34
-
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 on the Venture Capital Relationship Team, you will play a key role in supporting our efforts to build and manage relationships with leading venture capital firms.
Working closely with Managing Directors and Executive Directors, you'll help prepare for portfolio reviews, drive process improvements, and support strategic internal projects and leadership initiatives.
You'll also develop a deep understanding of J.P.
Morgan's positioning within the venture ecosystem and our key strategic priorities.
Our team covers technology and healthcare venture capital firms across the U.S., from early-stage to growth-stage investors.
We serve as the primary point of contact for VCs, collaborating with General Partners and their portfolio companies to deliver opportunities across the Commercial Bank, Private Bank, and Investment Bank.
The Venture Capital Relationship Team (VCRT) is part of J.P.
Morgan's Commercial Bank within the Commercial & Specialized Industries group.
We are seeking candidates who possess a strong interest in venture capital, technology, and healthcare; demonstrate a commitment to teamwork and partnership; and exhibit exceptional work ethic and attention to detail.
Job Responsibilities:
* Act as a trusted advisor and thought partner to Managing Directors and Executive Directors, driving VC meeting preparation and strategic initiatives across the J.P.
Morgan platform.
* Oversee and optimize team operations, including calendar management, metrics tracking, budget planning, and process improvement to maximize efficiency and effectiveness.
* Develop an understanding of the full breadth of J.P.
Morgan products and service offerings, including but not limited to credit, venture debt, private banking, fund banking, and investment banking.
* Lead the preparation and execution of client meetings, internal briefings, and high-profile events.
Preparing materials, managing logistics, and ensuring impactful follow-up.
* Serve as a central point across different lines of business, acting as a first line of defense for inquiries and inbound requests from internal partners.
* Build and maintain relationships with junior investors, founders, and ecosystem partners, representing the team at internal and external events and expanding your professional network.
Required Qualifications, Capabilities, and Skills:
* 3+ years of above-average performance in a similar banking role, credit/lending, or venture capital/private equity-related experience.
* Outstanding professional reputation and integrity.
* Excellent problem-solving, oral, and written communication skills.
* Broad knowledge of products and services.
* Requirement to complete FINRA Licensing exams (SIE, Series 63 and Series 79).
Preferred Qualifications, Capabilities, and Ski...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:32
-
You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients.
A role as a Market Executive in Mid-Corporate Market Banking is for you.
As a Market Executive in Mid-Corporate Banking you will hire and direct team members in their business development efforts to grow and retain profitable banking relationships with Middle Market companies.
In this role you will be expected to maintain a portfolio of your own while leading the banking team however the portfolio size is typically smaller in recognition of management responsibilities.
Your team will typically include four to six bankers with indirect oversight over an underwriting staff, a sales/marketing assistant, treasury sales officer and client service professionals.
Mid-Corporate generally focuses on companies between $100 million and $2 billion in sales size.
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 efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Minimum of ten years account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services with knowledge of the region
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong technology experience; digital background preferred
* Excellent organizational, influencing and interpersonal skills
* Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
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 processin...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2026-01-09 08:28:31
