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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager in Enterprise Technology - Financial Data & Insights team, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
* Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
* Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
* Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
* Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
* Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
* A solid foundation of experience and projects within the data engineering space: data migrations; ETL-Data pipelines; DataBricks and/or Snowflake
* Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
* Financial Planning or Financial Analysis background/experience
* Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, a...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:29
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About Sagility
Sagility combines industry-leading technology and transformation-driven BPM services with decades of healthcare domain expertise to help clients draw closer to their members.
The company optimizes the entire member/patient experience through service offerings for clinical, case management, member engagement, provider solutions, payment integrity, claims cost containment, and analytics.
Sagility has more than 25,000 employees across 5 countries.
Job title:
Senior Business Intelligence Manager - Healthcare Analytics
Job Description:
EMPLOYER :
Sagility LLC
TITLE :
Senior Business Intelligence Manager - Healthcare Analytics
LOCATION:
Westminster, CO and various and unanticipated locations throughout the U.S.
(Must be willing to work anywhere in the U.S.
as the position may involve relocation to various and unanticipated client site locations; any relocation to be paid by employer pursuant to internal policy.)
DUTIES:
Drive and own the implementation and enhancement of the proprietary BI layer tool for Payment Integrity and revenue cycle management operations.
Build advanced interactive User-Appropriate BI dashboards for identification and realization of various segments of the Provider Payment Integrity and provide recommendations to senior-level leadership to resolve BI dashboard-related issues by working with clients and stakeholders.
Develop detailed and easily consumable operational and analytical dashboards and reports.
Present insights and analytical findings to various audiences, including client stakeholders, internal leadership, and multi-geographic delivery teams, forecasting effective communication and collaboration between the two.
Establish connectivity environments from data science frameworks to BI dashboards and work on live form generation, 3D images, network diagrams, and advanced and sophisticated BI dashboards.
EOE
REQTS:
Must have a Bachelor's degree or foreign equivalent in Computer Science, Computer Engineering, or a related field plus five (5) years of experience in the U.S.
healthcare field in the position offered, as an Analytics Manager, Business Intelligence Analyst, or a related position.
Must have five (5) years of experience with all of the following: Performing database management, including data wrangling and data massaging using MS SQL, Oracle, or Python to deliver cleaned and structured data in compliance with HIPAA guidelines; Developing complex M language queries in Power BI DAX to optimize insurance and healthcare data pipelines and accurately map disparate sources; Working on analytics projects for the health insurance sector, including Revenue Cycle Management, Payment Integrity, Claims Adjudication, Contact Center Operations, and Medical Records Management; Managing and allocating tasks to BI resource pool for optimal productivity and project delivery; Developing and managing advanced, interactive BI dashboards utilizing Power BI, Qlik, Tableau, Python, and MS Excel to provide ...
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Type: Permanent Location: El Paso, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:27
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About Sagility
Sagility combines industry-leading technology and transformation-driven BPM services with decades of healthcare domain expertise to help clients draw closer to their members.
The company optimizes the entire member/patient experience through service offerings for clinical, case management, member engagement, provider solutions, payment integrity, claims cost containment, and analytics.
Sagility has more than 25,000 employees across 5 countries.
Job title:
Senior Manager - Analytics
Job Description:
EMPLOYER :
Sagility LLC
TITLE:
Senior Manager - Analytics
LOCATION:
Westminster, CO and various and unanticipated locations throughout the U.S.
(Must be willing to work anywhere in the U.S.
as the position may involve relocation to various and unanticipated client site locations; any relocation to be paid by employer pursuant to internal policy.)
DUTIES :
Manage data science projects from inception to completion.
Define project scope, objective and deliverables, and establish timelines and milestones.
Build connections with senior leaders and client stakeholders.
Provide regular updates, clear roadblocks and effectively translate technical challenges in non-technical way to non-technical stakeholders.
Oversee the planning, execution and delivery of data science projects, ensuring they meet quality standards and deadlines.
Create project performance KPIs and case studies for the marketing team.
Play a crucial role in developing the data science strategy aligned with company's product overall objective by identifying areas where data science can provide value, setting priorities and allocating resources.
Ensure data science projects meet high-quality standards by implementing rigorous testing, validation and verification processes.
Follow policies, regulations and ethical standards for data privacy, security and confidentiality.
Develop strategies to mitigate risks associated with data science projects.
Address technical challenges and implement contingency plans to ensure project success.
Provide guidance and training to the data analytics and data science team.
EOE
REQTS :
Must have a Bachelor's degree or foreign equivalent in Computer Science, Computer Engineering, or a related field plus five (5) years of experience in the healthcare industry in the position offered, as a Data Scientist, Analytics Manager, or a related position.
Must have five (5) years of experience with all of the following: Building and handling analytical business healthcare transactions system; Building optimization models for healthcare transaction control systems including claim adjudication system and metavance system; Identifying and deriving data insights regarding payment integrity for healthcare billing, medical record management, audits, provider contracts, healthcare fraud, waste, and abuse; Handling and designing computer algorithms using R and Python and statistical and mathematical concepts; Performing exploratory data analysis and dat...
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Type: Permanent Location: El Paso, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:26
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Join the Risk Management & Compliance (RM&C) CFO organization at JPMorgan, where we act as strategic partners and trusted advisors to the Risk Management & Compliance organization.
Our Risk Strategy & Governance team supports the firm's Chief Risk Officer, RM&C Chief Financial Officer (CFO), and the Risk Operating Committee.
by providing strategic support and insightful analysis for executive updates and deliverables, as well as managing top-level Risk Committees.
As a Senior Executive Assistant within the Risk Management and Compliance organization, you will play a crucial role in supporting the RM&C CFO leadership team.
This dynamic position involves coordinating the seniormost Risk Committees and forums with high touch, best in class service, coordinating complex schedules, arranging leadership offsites, and domestic and international travel.
You'll excel in a fast-paced environment, engaging with staff at all levels while demonstrating professionalism, initiative, attention to detail, and resourcefulness.
Your ability to build relationships in a matrixed organization and work independently is essential to your success.
Job Responsibilities:
* Organizing all end-to-end logistics for the management of the firm's seniormost Risk Committees and other key C-Suite Committees and forums, including:
+ Coordinating calendars for initial Committee Member meeting invites and Confirming Committee Member attendance, including method of attendance
+ Scheduling prep meetings in advance of the Committee meetings, with presenters and key C-suite executives, accommodating multiple senior executives globally with variable and subjective prioritization
+ Scheduling individual guest presenter invites for each meeting, and Confirming all guest presenters attendance, including method of attendance
* Maintaining a complex and detailed calendar for a senior executive, making sound prioritization decisions.
* Arranging complex domestic and international travel and organizing all aspects of internal events and offsites, including catering and transportation.
* Processing travel and entertainment expenses in accordance with internal policies.
* Preparing and quality-checking materials for meetings and other events.
* Handling regular activities proactively, advising in advance of any issues, delays, or scheduling concerns.
* Embrace, leverage, and promote emerging technologies and digital tools to enhance efficiency in processes and communication.
* Coordinating weekly updates to team trackers on key workstreams across five senior VPs/EDs on the team; Agendas for biweekly team meetings and biweekly management team meetings; and Compiling monthly deliverables from ~10 stakeholders
Required Qualifications, Capabilities and Skills:
* 5+ years of experience supporting senior executives.
* Highly resourceful team player with the ability to work effectively independently.
* Proven abili...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:25
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As a Client Service Account Manager, within J.P.
Morgan Payments Client Service, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services.
The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities.
Job Responsibilities
* Key advisor and proactive partner to the client, providing advice/consultation on decision making
* Acts as proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfaction
* Client's central point of resolution and escalation for service issues, liaises with bank partners to manage issues
* Convey complex ideas and client issues with confidence
* Identifies and addresses product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
* Adheres to and ensures client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes
Required qualification, capabilities or skills
* Minimum of 5+ years of relevant industry and/or functional experience
* Intermediate understanding of Treasury Products and Services, inclusive of knowledge of financial exposure/operational risk related to TS transactions
* Technical knowledge/comprehension to recommend value-added solutions for clients and partners.
* Ability to present oral and written communication in an organized, clear and confident manner
* Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments.
* Ability to effectively partner with internal colleagues and external clients
* Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise
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 a...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:23
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The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services.
The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries.
We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions.
Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.
As an Executive Director in JPMorgan's Corporate Interest Rate Sales team, you will be responsible for key corporate client relationships, including day-to-day execution of all rates products.
You will need to be fluent in corporate finance drivers of interest rate risk as well as the mechanics and technical details of these products to effectively to work with large- and mid-cap clients spanning multiple sectors.
In addition, you will bring a collaborative approach working with our partners in Trading, Research, Banking, Legal, Credit and colleagues across Corporate Derivatives Marketing (CDM) including Rates, FX, Commodities and Equity Derivatives sales to provide comprehensive coverage across the platform.
Job Responsibilities
* Model, structure, and market interest rate products to corporate clients
* Price and execute live interest rate swaps, options and cross-currency swaps
* Originate and lead negotiation of interest rate hedging opportunities, develop new hedging strategies often presenting to senior management at corporate clients
* Collaborate on analytical work and client presentation materials
* Work in partnership with existing interest rate, foreign exchange, equity derivative and commodities teams to navigate broader markets relationship and opportunities
* Global partnership with banking, trading, credit, structuring and other internal partners in executing strategies
* Support activities of colleagues, particularly junior team members, as part of a dynamic and collaborative team environment
Required qualifications, capabilities, and skills
* 10+ years of experience in Rates or Foreign Exchange sales
* 5+ years of experience working with corporate clients
* Strong knowledge of Global Markets including FX, fixed income and corporate debt markets
* Candidates must display a high degree of ethics and integrity
* Prior experience working collaboratively under pressure in a team-based environment
* Proficiency in Derivative Pricing, Bloomberg, Microsoft Excel, Word and PowerPoint
Preferred qualifications, capabilities and skills
* Derivatives and/or financing structuring experience
* Knowledge of hedge accounting concepts
* Cor...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:22
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Join us in reshaping the future!
as a Lead AI/ML Engineer (Tech Lead Manager) you will be responsible for ML feature development, ML model training, ML model deployment, Gen AI LLM approaches such as RAG and Agent.
You will join the AI/ML Platform & Solutions Engineering team within our Consumer & Community Banking (CCB) division.
In this role, you will assist our technical partners and data science teams by focusing on traditional AI/ML and Generative AI platform enablement to support line-of-business (LOB) machine learning use cases.
Job responsibilities
* Lead the design and development of our AI/ML platform, ensuring robustness, scalability, and high performance.
* Drive the adoption of best practices in software engineering, machine learning operations (MLOps), and data governance.
* Ensure compliance with data privacy and security regulations relevant to AI/ML solutions.
* Maintain consistent code check-ins every sprint to ensure continuous integration and development.
* Enable the Gen AI platform and implement the Gen AI Use cases ,LLM finetuning and multi agent orchestration
* Communicate technical concepts and solutions effectively across all levels of the organization.
Required qualifications, capabilities, and skills
* Master's degree in a STEM field and 10+ years of experience in designing and managing large-scale AI & ML platforms and supporting systems.
* Extensive practical experience with AWS cloud services, including EKS, EMR, ECS, and DynamoDB.
* Experience in Databricks ML lifecycle development.
* Advanced knowledge in software engineering, AI/ML, machine learning operations (MLOps), and data governance.
* Demonstrated prior experience in leading complex projects, including system design, testing, and ensuring operational stability.
* Expertise in computer science, computer engineering, mathematics, or a related technical field.
Preferred qualifications, capabilities and skills
* Understanding of large language model (LLM) approaches, such as Retrieval-Augmented Generation (RAG) and agent-based models, is a plus.
* Real-time model serving experience with Seldon, Ray, or AWS SM is a plus.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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 ...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:20
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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: Saint Pete Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:19
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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 100-130 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...
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Type: Permanent Location: Somerville, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:18
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We are seeking an experienced Analyst to join our industry-leading M&A Mid-Cap team.
Job Summary
As an Analyst in M&A, you will be a key player in the execution of the firm's business.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Executing Transactions: support due diligence, document preparation, negotiation etc.
and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc.)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
* Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* 1+ years prior work experience:
+ in an investment banking front office role
+ in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence)
* Strong accounting, finance, quantitative and business writing skills.
* Bachelor's degree in Accounting, Economics, Finance and/or related field.
* Understanding of the transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:17
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Play a vital role in shaping the future of an iconic company and make a direct impact in a dynamic environment designed for top achievers.
As a Senior Lead Cybersecurity Architect at JPMorgan Chase within the Cybersecurity & Technology Controls, you are an integral part of a team that works to develop high-quality cybersecurity solutions for various software applications and platform products.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of cybersecurity challenges that span multiple technology domains.
We are looking for an experienced Architect to join our team as a specialist in Cloud and/or AI/ML Security.
You will be responsible for designing secure cloud infrastructure architectures for our enterprise AI/ML applications.
We are looking for a cloud security leader who is passionate about AI/ML security architecture and can solve complex security configurations through innovation and known security architectural practices.
You will be required to apply your in-depth of cloud security knowledge and expertise to all aspects of Artificial Intelligence/Machine Learning development lifecycle, as well as partner continuously with your many product stakeholders on a daily basis to stay focused on common goals.
You'll work in a collaborative, trusting, thought-provoking environment-one that encourages diversity of thought and creative solutions that are in the best interests of our customers .
Best yet, you will be joining a team of highly motivated and skilled security architects who will help you to lay the foundations of a great career at JP Morgan Chase.
Job responsibilities
Guides the evaluation of current cybersecurity principals, processes, and controls, and leads the evaluation of new technology using existing standards and frameworks
Provide thought leadership for securing on premise and cloud based AI/ML solution architecture
Design comprehensive security architectures for cloud infrastructure projects
Design secure networks and systems based on industry standards and best practices
Identify and address security vulnerabilities, security risks, and other compliance issues
Create and communicate threat models
Partner with product managers to create key objectives and roadmaps
Works with stakeholders and senior leaders to recommend business modifications during periods of vulnerability
Serves as function-wide subject matter expert in one or more areas of focus
Actively contributes to the engineering community as an advocate of firm wide frameworks, tools, and practices of the Software Development Life Cycle
Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
Formal training or certification on software engineering/architecture concepts and 5+ years applied experience
Hands-on practical experience delivering enterprise level cybersecurity solution...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:16
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Are you an experienced attorney with a passion for investment management? Join our dynamic team at JPMorgan Asset Management, where you'll play a pivotal role in shaping the future of our U.S.
Funds Management business.
This is your opportunity to work with one of the largest and most diverse fund complexes in the United States, offering a full array of investment products.
Be part of a team that values innovation, strategic thinking, and collaboration.
Elevate your career with us and make a significant impact in the financial industry.
As an Attorney in the JPMorgan Asset Management legal team, you will provide comprehensive legal support to the U.S.
Funds Management business.
You will engage in the creation and management of new and existing funds, navigate regulatory developments, and offer legal guidance to the JPMorgan Funds' Boards of Trustees.
This role offers exposure to a wide range of investment products and the opportunity for advancement in a fast-growing segment of our business.
The Legal Department at JPMorgan Chase & Co.
manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.
Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services.
As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm.
We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work.
If these values resonate with you, we would like to hear from you.
Job Responsibilities:
* Manage legal coverage for the U.S.
Funds Management business.
* Oversee the creation and management of mutual funds and exchange-traded funds.
* Advise on regulatory developments and their implementation.
* Provide legal support to the JPMorgan Funds' Boards of Trustees.
* Collaborate with internal teams on new business initiatives.
* Negotiate and document contracts for investment products.
* Interpret and advise on existing and new laws, rules, and regulations.
* Manage dispute resolution and potential litigation matters.
* Engage and manage outside counsel for complex legal issues.
* Communicate effectively with Board members and business leaders.
* Build and maintain strong client relationships.
Required Qualifications, Capabilities, and Skills:
* 5+ years of legal practice with a law firm or investment management firm.
* Expertise in the Investment Company Act of 1940.
* Strong leadership, analytical, and problem-solving skills.
* Proven ability to manage multiple complex projects simultaneously.
* Excellent business judgment and strategic thinking.
* Effective communication skills at all business levels.
* Ability to work collaboratively...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:15
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If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Not-for-Profit Business Solutions Banker is for you.
As a Not-for-Profit (NFP) Business Solutions Banker in Business Banking, you will be helping to improve the lives of our NFP clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of NFP clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking NFP clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 250 high-value NFP clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General knowledge of co...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:14
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Are you a highly motivated lawyer with a passion for trusts and estates law? At JPMorgan Chase & Co., we offer you the opportunity to join a nationally recognized legal team, where you can specialize in areas like tax, charitable, digital, or regulatory matters.
Work alongside experienced professionals in a collegial environment, and contribute to cutting-edge legal solutions.
If you value inclusivity and professional growth, we want to hear from you.
As a US Trusts & Estates Attorney - Vice President, Assistant General Counsel in our Trust & Estates legal team, you will be part of a small, dynamic team of experienced lawyers.
You will have the opportunity to become a specialist in focused areas impacting the trusts and estates business, while interacting daily with JPMorgan's Trust & Estate professionals.
This role offers a unique chance to work on a wide variety of legal topics in a supportive and inclusive environment.
The Legal Department at JPMorgan Chase & Co.
manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.
Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services.
As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm.
We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work.
If these values resonate with you, we would like to hear from you.
Job Responsibilities:
* Provide legal advice and support to the US Trusts & Estates business.
* Research and analyze US state statutes, common law, and state-specific variations of uniform laws.
* Interpret estate and trust account documentation and draft forms for administration.
* Analyze issues related to charitable fiduciary accounts, oil & gas, minerals, and tax matters.
* Manage engagements of external counsel and oversee analysis and deliverables.
* Advise on laws and regulations applicable to the Private Bank's US corporate trustee entities.
* Collaborate with the legal team, business units, and support functions on projects and initiatives.
* Ensure compliance with 12 CFR Part 9 regulatory issues.
* Foster a diverse, inclusive, and respectful work environment.
* Escalate issues appropriately and work independently.
* Communicate effectively with stakeholders.
Required Qualifications, Capabilities, and Skills:
* Juris Doctor or educational equivalent required.
* Minimum of 4 years of relevant trust and estate law firm, financial institution, or comparable experience.
* Licensed to practice law and in good standing in the state of employment.
* Strong interpersonal, analytical, and problem-solving skills.
* Excellent oral and written commu...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:13
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The Chief Data & Analytics Office (CDAO) at JPMorgan Chase is responsible for accelerating the firm's data and analytics journey.
This includes ensuring the quality, integrity, and security of the company's data, as well as leveraging this data to generate insights and drive decision-making.
The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management effectively and responsibly.
This role offers the unique opportunity to explore novel and complex challenges that could profoundly transform how the bank operates.
As a Machine Learning Director, you will have the opportunity to apply sophisticated machine learning methods to complex tasks including natural language processing, speech analytics, time series, reinforcement learning and recommendation systems.
You will collaborate with various teams and actively participate in our knowledge sharing community.
We are looking for someone who excels in a highly collaborative environment, working together with our business, technologists and control partners to deploy solutions into production.
If you have a strong passion for machine learning and enjoy investing time towards learning, researching and experimenting with new innovations in the field, this role is for you.
We value solid expertise in Deep Learning with hands-on implementation experience, strong analytical thinking, a deep desire to learn and high motivation.
Job Responsibilities
* Research and explore new machine learning methods through independent study, attending industry-leading conferences, experimentation and participating in our knowledge sharing community
* Develop state-of-the art machine learning models to solve real-world problems and apply it to tasks such as natural language processing (NLP), speech recognition and analytics, time-series predictions or recommendation systems
* Collaborate with multiple partner teams such as Business, Technology, Product Management, Legal, Compliance, Strategy and Business Management to deploy solutions into production
* Drive Firm wide initiatives by developing large-scale frameworks to accelerate the application of machine learning models across different areas of the business
Required qualifications, capabilities, and skills
* PhD in a quantitative discipline, e.g.
Computer Science, Electrical Engineering, Mathematics, Operations Research, Optimization, or Data Science Or an MS with at least 7 years of industry or research experience in the field.
* Solid background in NLP or speech recognition and analytics, personalization/recommendation and hands-on experience and solid understanding of machine learning and deep learning methods
* Extensive experience with machine learning and deep learning toolkits (e.g.: TensorFlow, PyTorch, NumPy, Scikit-Learn, Pandas...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:12
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager - Cloud and Identity Access Management in the Corporate Sector - Identity And Access Management team, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
* Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
* Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
* Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
* Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
* Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
* Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
* Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment
* Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into m...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:11
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Collaborate with a company committed to shaping the future of technology in financial services.
Together, let's innovate and accomplish the extraordinary.
As a Senior Principal Software Engineer at JP Morgan Chase within the CIB Markets Spread Trading Technology line of business, you have proven experience building robust systems and driving enhancements to deliver market-leading technology.
You are a force multiplier at both a line-of-business and firmwide level, and are seen as a thought leader in cross-functional engineering that builds a culture of reliability.
Joining the Production Engineering team, you will be part of a small senior group of engineers solving the most challenging and high-impact problems, delivering resilient, supportable software solutions across 150+ proprietary applications and numerous technologies.
You will be involved in strategic priorities including improving observability, bespoke tooling and reducing the operational overhead of production applications, as well as tactical opportunities, working intensively with teams across the organization to tackle the most urgent, impactful and high-priority initiatives
Job responsibilities
* Develops and implements strategies to enhance the operational efficiency and supportability of large-scale platforms, ensuring seamless integration and minimal downtime.
* Leads initiatives to automate repetitive tasks and processes, reducing manual intervention and increasing system reliability.
* Collaborates with cross-functional teams to identify and address operational inefficiencies, driving continuous improvement in system performance and supportability.
* Partners with stakeholders to align operational strategies with business objectives, ensuring that technical solutions meet organizational needs.
* Designs and delivers software to improve the availability, scalability, latency, and efficiency of complex and large-scale systems
* Influences and creates new designs, architectures, standards, and best practices in support of service level objectives
* Designs and conducts performance tests and identifies bottlenecks and opportunities for optimization and the capacity demand
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 15+ years applied experience
* 15+ years of experience leading technologists to manage, anticipate, and solve complex technical items within your domain of expertise
* Expert knowledge of software applications and technical processes with considerable depth in more than one technical discipline
* Experience with detecting opportunities to automate, combine, or simplify control points and executing solutions
* Ability to lead ongoing assessments to improve application
* Deepened understanding of using techniques to creative innovative solutions to roadblocks (e.g., design thinking, continuous improvement, rapid prototyping...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:10
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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 Corporate Sector's Data and Analytics Services team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Driving some of the key tech initiatives and will evaluate tooling and design options to build enterprise grade platform capabilities as part of a data engineering team.
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years of applied experience
* Extensive experience with design and architecture background to build large distributed data applications.
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) - Python/PySpark, Scala , or Java
* Experience with databricks and data lakehouse
* AWS Solution Architect certification
* Strong and significant experience working with modern data technologies and must have strong SQL skills.
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Domain experience with data governance tools such as data entitlement, catalog , data quality and lineage
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Exposure to OLAP/Cube Technologies
* Databricks Solution Architect certi...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:09
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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...
....Read more...
Type: Permanent Location: Riverhead, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:08
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Talent Acquisition, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
In this role, you will work as an individual contributor to set the vision and strategy, gather and analyze data, prioritize features on a roadmap, collaborate cross-functionally, and analyze product performance.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Defines and drives the product vision and strategy for customer lifecycle management, focusing on acquisition, engagement, retention, and loyalty
* Collaborates with technical teams to design and implement integration solutions using APIs and other technologies.
* Works closely across tech and non-tech teams to ensure successful product development and launch
* Gathers and analyzes customer feedback, requirements production incidents and data to inform product decisions and drive continuous improvement
* Leads the development and execution of AI-driven product strategies, ensuring alignment with business goals and market needs
* Collaborates with cross-functional teams, including engineering, data science, and design, to deliver innovative AI solutions
* Manages the end-to-end product lifecycle for vendor and non-vendor based solutions, from ideation and requirements gathering to launch and post-launch analysis
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic dev...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:07
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We manage the negotiation of various trading agreements with the brokers to facilitate derivative trading.
We coordinate with internal stakeholders such as the front office, risk groups, legal and operations when negotiating the agreements, to ensure that we can agree to the clauses in the agreements.
We also play a role in helping internal stakeholder's understand the contractual terms of the trading agreements and their impact on business, as well as their interaction with other documents and agreements.
We act as central repository for the trading agreements and advise when they are in place before trading is enabled.
Job summary:
As an Investor Support Negotiator Master of Trading Agreements within the Asset Management Investment Platform Global Trading Agreements Group you will be responsible for negotiating all kinds of Master Trading Agreements, such as, ISDAs, CSAs, MSFTAs, MCAs, Prime Brokerage Agreements, GMRAs, MRAs, Tri-party Agreements and Collateral Transfer Agreements, Security Agreements and Account Control Agreements related to UMR, as well as any other ancillary documentation for a range of funds and clients across multiple products.
You will have knowledge of trading agreements and awareness of certain regulations related to trading agreements, such as the Margin Rules for Segregation of Regulatory Initial Margin are not cleared, FINRA 4210, and the SEC cleared repo mandate, is a must.
You must have the ability to work under time sensitive projects and will be expected to build relationships with various groups involved internally and with counterparts at otherwise financial institutions.
You must have strong interpersonal skills for this role.
Job responsibilities:
* In-depth knowledge of the Master Trading Agreements contractual framework mentioned above, applicable regulations and derivatives-related issues.
* Drafting and negotiating of Master Trading Agreements, as well as additional provisions for funds and clients based on their country of incorporation and entity type.
* Ability to turnaround matters swiftly and efficiently without compromising the quality of the work
* Keeping client and other files, negotiation notes and other materials organized and duly saved as appropriate.
* Ensuring internal procedures are followed with respect to the initiation of agreements and approvals of terms, key stakeholders are regularly updated with latest status of negotiations.
* Liaison with trading desk, client account managers, operations, legal and risk departments and other internal partners and participation in internal working groups
* Ad hoc documentation projects.
Required qualifications, skills and capabilities:
* Extensive Master Trading Agreement and ancillary agreements negotiation experience (min of 5-7 years will be required)
* Robust understanding of the key data terms in agreements and how they should be used by various internal teams
* Team player, confident an...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:06
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
....Read more...
Type: Permanent Location: Eastchester, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:05
-
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: Ramsey, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:04
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
....Read more...
Type: Permanent Location: Manchester, US-NH
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:03
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
....Read more...
Type: Permanent Location: Providence, US-RI
Salary / Rate: Not Specified
Posted: 2025-07-04 09:23:02
