-
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...
....Read more...
Type: Permanent Location: Cedar Hills, US-UT
Salary / Rate: Not Specified
Posted: 2025-07-24 09:37:04
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You're energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers.
You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch.
You'll be making the lives of customers easier by sharing and setting up self-service
Job responsibilities
* Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
* Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want.
* Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals.
* Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
* Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
* Profes...
....Read more...
Type: Permanent Location: Corvallis, US-OR
Salary / Rate: Not Specified
Posted: 2025-07-24 09:37:03
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Wealth Management, Product Development, Vice President
Job Description:
JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions.
Asset 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.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Within Wealth Management (WM) Solutions, the Solutions Product Development group collaborates with various WM and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and National Branch lines of business.
This is a Vice President role focused on product development and management.
The Product Development team is responsible for launching and managing fee based, advisory products for distribution across four distinct US distribution channels.
These investments, whether proprietary or managed by third parties, include Separately Managed Accounts (SMAs), Mutual Funds (MFs), and Exchange Traded Funds (ETFs) across all asset classes.
In addition, the team is responsible for managing the product lifecycle across these programs and driving key strategic changes to streamline offerings across the channels.
This Product role will require strong expertise across all asset classes, especially fixed income, as well as the ability to build trusted relationships with key stakeholders, and the capability to influence across various organizational levels to achieve our strategic objectives.
Job Responsibilities:
* Partner with leaders across the company on designing and structuring new innovative offerings or enhance existing capabilities to ensure the best solutions are offered to our customers
* Independently lead product launches or changes collaborating across the investment management, business channels, trading, legal, compliance, risk, finance, tax, operations and technology teams
* Provide subject matter expertise on our offerings throughout the organization, assisting in addressing complex requests and representing these offerings in committees and forums
* Lead efforts to consolidate products, streamlining the offering to clients to optimize resource use and focus on areas of revenue and asset growth
* Provide ongoing product support and coordinate across business lines to ensure a unified client experience for new launches and the implementation of key program changes, both tactically and strategically
Required qualifications, skills, and capabilities:
* 8 years of experience in financial services, preferably with product experience in wealth management, asset management, investment banking, or consulting.
* Experience with investment products and asset classes, especially fixed income...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-24 09:37:02
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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...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-24 09:37:00
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International Private Bank - Investment Professional - Analyst
Job Description:
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 International 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 an Investment Professional in the International Private Bank, you will provide integral daily support to Investors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
* Execute brokerage trades, including: placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
* Create mandates for discretionary accounts
* Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis.
Work with Team Leader to monitor risk metrics across the team
* Work with Team Leader to monitor Client Advisor loadings.
* Submit and monitor fee schedules and billing
* Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
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 re...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:59
-
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...
....Read more...
Type: Permanent Location: Ashburn, US-VA
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:58
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Chase Travel is seeking a collaborative, relationship-first individual with a passion for the travel industry.
The Vice President, Airline Supplier Management will be responsible for independently owning end-to-end negotiation of multiple airline contracts, optimizing value provided to customers, airlines, and our company.
As a Vice President, Airline Supplier Management in Chase Travel, you will be responsible for owning and driving partnerships, collaboration, and building relationships with key airline partners to mutually grow sales and revenue.
The position requires an analytical mindset, the ability to collaborate and prioritize.
You will collaborate with Supplier Managers to align revenue management strategies to optimize supplier opportunities.
You will be responsible for reporting out key metrics, findings, and financial impacts to senior leadership and airlines and you will own the development of new opportunities for travel products and effective management of challenges.
Job responsibilities
* Create, negotiate, manage, and optimize strategies that create positive EBITDA impacts for key airline partners
* Own multiple key travel supplier relationships including: GDS, NDC and other consolidator (content) relationships
* Own involvement in product driven projects targeting sales and revenue growth
* Negotiate best in class contractual terms
* Manage and source multiple preferred airline relationships that achieve successful financial objectives
* Develop long and short-term strategies and tactics to maximize success and company business objectives
* Develop and optimize existing relationships utilizing entrepreneurial methodologies that create incremental revenue streams
* Provide effective quantitative and qualitative modeling and analysis to prove and measure airline agreement value and opportunity
* Own on-going issue resolution with suppliers and acts as primary point of contact for escalation of issues from Chase Travel
Required qualifications, capabilities, and skills
* Bachelor's Degree or equivalent work experience
* 7+ years advanced applicable airline or travel industry knowledge and experience
* Demonstrate highly developed analytical skills
* Exceptional Microsoft Word, PowerPoint, Excel, and Outlook competency
* Ability to work in a fast-paced environment and multi-task effectively while staying organized
* Ability to prioritize to meet various needs and problem solve
* Experience negotiating and contract management
* Demonstrates excellent communication skills and is comfortable sharing analysis insights and key findings to executives and clients
* Ability to work effectively independently and in a team environment
* The ability to build strong relationships and collaborate on strategies to drive incremental revenue for key partners through contract negotiations
* Dynamic presentation skills - skilled in the use of tec...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:57
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:56
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Storrs Mansfield, US-CT
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:54
-
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...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:53
-
The J.P.
Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Morgan Advisors and our Self-Directed online investing platform.
The combined business has ~$650 billion in assets under management and 4,500 advisors with close to 5,000 locations.
As a Talent Development Lead within J.P.
Morgan Wealth Management, you will be responsible for the successful onboarding of new employees to the service center, ensuring they become fully licensed and productive in their roles.
You will also develop and refine career progression for Service Center roles and potential career paths in Wealth Management outside of the service organization.
This role is people-focused, dedicated to enhancing the overall employee experience, and fosters teamwork and collaboration with all employees, stakeholders, and partners.
Job Responsibilities:
* Directly manage newly hired investment professionals in your service center location.
In addition to managing all service professional during their training and licensing period, these hiring managers work with other service organizations across the firm to develop employee interest in licensed service center roles, and help prepare both external and internal new joiners for a career in brokerage service at JPMC
* Partner with HR to manage and maintain Wealth Management Service Center career paths, in order to prepare internal employees for specialty service roles, leadership, and service center support roles.
* Continue to develop a career path from the Wealth Management Service Center to advisor roles in Wealth Management, partnering closely with the Wealth Management campus recruiting program, Financial Advisor Development track.
* Manage relationships with other service areas across the firm for cross function strategies when volume dictates.
* Partner closely with recruiting to ensure hiring targets are met and work with pre-employment, training, and systems onboarding partners to ensure new hires are on boarded efficiently and successfully complete licensing and training.
* Partner with Recruiting, Licensing & Registration and Technology to ensure a positive and consistent onboarding experience.
* Implement a welcome experience for new investment professionals.
Understand timelines and expectations around U4 Registration activities, Licensing Study and Exams, Insurance Licensing activities, Technology Hardware and Software provisioning/access.
* Maintain and further develop management reporting that tracks the success of the new hire process, career progression and development programs.
Required qualifications, capabilities and skills:
* 2+ years' experience in people management responsibilities including performance management, development, and team capacity planning and leadership
* Prior experience managing licensed employees with strong working knowledge...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:52
-
J.P.
Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Job Summary:
As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of the trust.
You will assume the primary responsibility for the settlement of a trust including daily interaction with clients, internal partners, and outside intermediaries.
This role provides an opportunity to work with a diverse team and engage in problem-solving and risk management activities.
Job Responsibilities:
* Oversee the settlement of the trust, including distributions and coordination with investments, tax and operations.
* Interpret and apply the terms of the governing trust instrument to identify the individuals entitled to the funds.
* Determine the appropriate form of settlement to adequately protect the Bank, including the review of legal documents and accountings.
Work with internal and/or trust counsel to resolve any legal issues that may arise.
* Communicate with interested parties.
Address questions raised by remaindermen, co-trustees, trust counsel, counsel for remaindermen, and financial advisors for remaindermen.
* Work with remaindermen on any planning issues that may arise.
* Identify and avoid or minimize any unusual risk that might be incurred in connection with the terminating event consistent with applicable policies and procedures.
* Oversee investment decisions, including working with Investors.
* Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax.
* Identify and pursue potential cross-selling opportunities working with Trust Officers, Bankers and Investors.
* Participate on projects relating to Trust & Estates internal practices and procedures.
* Participate in other projects and assignments as needed.
Required qualifications, capabilities and skills:
* Relevant years of trust administration or settlement experience with direct client interactions
* Bachelor's and JD preferred
* Technical Knowledge - strong understanding of fiduciary, legal, accounting, tax and investments concepts
* Problem Solving/Risk Management - takes initiative, decisive, accountable, exhibits critical analysis and judgment
* Client Servicing - client knowledge, gains the trust and confidence of clients
* Teamwork/Personal Effectiveness - cle...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:51
-
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...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:50
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Join our dynamic Client Onboarding and Documentation team, where your skills will drive innovation and efficiency.
We offer career growth and the chance to impact the firm by streamlining client data and documentation.
Be part of a team that values your expertise and fosters continuous improvement.
Job Summary: As a Control Manager Vice President within the Client Onboarding and Documentation team, you will focus on Risk Identification & Assessment, Control Design & Testing, and Control Governance & Reporting.
You will leverage technology platforms to enhance our control environment, ensuring alignment with business objectives and regulatory requirements.
Your leadership will foster a culture of accountability and continuous improvement.
Collaborate with stakeholders to drive process improvements and innovation in control practices.
Provide subject matter expertise for regulatory exams and internal audits, ensuring compliance standards are met.
Engage with senior leadership to align control strategies with business goals and regulatory requirements.
Job Responsibilities:
* Develop and maintain knowledge of Client Onboarding & Documentation policies and procedures.
* Lead risk identification and assessment processes using the CORE system.
* Design and implement effective control frameworks.
* Conduct control testing and validation for compliance and efficiency.
* Oversee control governance and reporting for transparency and accountability.
* Collaborate with stakeholders to drive process improvements.
* Provide expertise for regulatory exams and internal audits.
* Foster a culture of continuous learning and development.
* Influence and engage with senior leadership for strategic alignment.
* Manage control committees and forums for decision-making.
* Implement anti-fraud and cybersecurity measures to protect operations.
Required Qualifications, Capabilities, and Skills:
* Strong AML/KYC knowledge and understanding of the onboarding/KYC lifecycle.
* Minimum of 10 years of experience in control management or risk assessment.
* Proven track record in designing control frameworks focused on risk identification.
* Strong understanding of regulatory requirements and compliance standards.
* Excellent leadership and team management skills.
* Strong analytical and problem-solving skills with proficiency in data analysis.
* Exceptional communication and presentation skills.
* Expertise in control management within the financial services sector.
* Capability to implement anti-fraud strategies and cybersecurity measures.
* Advanced proficiency in data analysis and tech literacy.
Preferred Qualifications, Capabilities, and Skills:
* Experience with the CORE system for control management.
* Familiarity with Digital Document Services and Wholesale KYC Operations.
* Ability to leverage AI/ML technology in risk management.
* Advanced...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:49
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The Global Trusts & Estates Practice is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive oversight to protect the legacy of our clients.
Over the last 160 years, we have been serving the world's wealthiest families as wealth advisor, trustee and investor.
We have over 500 fiduciary professionals, located in 19 states and 4 countries, administering over $150 billion in fiduciary assets in the U.S., Europe, Asia and Latin America.
J.P.
Morgan is one of the few firms to have on staff full teams of professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, philanthropy and grant administration, and management of specialty assets.
Mineral Asset Management ("Oil & Gas") is a specialized team within J.P.
Morgan's Global Trusts & Estates practice that manages clients' mineral interests as fiduciary for Trust, Agency and Foundation accounts holding oil, gas and minerals.
This includes providing land management and oversight of oil and gas assets held in these entities.
Each Mineral Property Manager is responsible for overseeing a book of accounts with mineral assets and works closely with fiduciary officers to insure that client related issues are addressed and all aspects of the oil and gas assets are understood as part of the entire relationship.
The Regional Mineral Property Manager will manage a team comprised of Mineral Property Managers and Analysts and will also be responsible for his/her own book of accounts.
Candidate will oversee all areas of mineral management including but not limited to: negotiating leases; sale of assets; performing surface inspections of working interest properties ; performing annual account reviews; analyzing cash flows and well activity to insure proper and timely payment of revenues; monitoring and approving ad valorem taxes to be paid; preparing and presenting client presentations with the trust officers and bankers; attending client meetings with account officers; assisting other bank personnel to market our mineral management services; reviewing and making recommendations to approve or reject new accounts holding oil and gas assets; reviewing and approving WI joint interest billings and authorizing expenses; coordinating and assisting in the closing and transfer of accounts; maintaining pending legal (litigation) and environmental file for risk and reporting purposes; overseeing asset set up and verification of division of interest; and understanding and curing title issues.
The Role
The Team Leader will lead a team of 8 oil & gas professionals.
Along with managing the team, the Team Leader will also be responsible for overseeing a book of accounts.
* Works closely with the Global Head of Mineral Asset Management to ensure the business serves clients and internal advisors to a consistently high standard
* Works closely with fiduciary officers t...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:47
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Job Summary:
Manage the implementation of new and incremental client business into the Securities Services organization within J.P.
Morgan's Corporate Investment Bank.
Your role will involve managing projects that range from single product implementations to comprehensive programs involving multiple products, entities, and stakeholders.
The role covers a diverse client base including Asset Managers, Hedge Fund Managers, Private Equity Managers, Pensions, Banks, Governmental Entities, and Insurance Companies.
Solutions and Implementation activity encompasses all Securities Services products including Custody, Fund Accounting & Administration, Hedge Funds Services, Investment Analytics, Compliance, ETF Services, IMOS, Private Equity Fund Services, Securities Lending, Margin Services, and Tri-Party Services.
Job Responsibilities:
Core Responsibilities:
* Drive client requirements gathering and propose & influence target solutions
* Ensure client requirements are understood by internal partners and work with them to design, document, and ensure appropriate sign-off
* Own and drive project activities including:
+ Manage a project plan to monitor and track progress, issues, and risks
+ Coordinate timely resolution of project risks with strong governance and reporting
+ Manage virtual working groups across multiple locations and disciplines
+ Execute post implementation reviews to assess client satisfaction and improve practices
* Ensure compliance with all controls and procedures
* Manage communication with internal and external project participants and stakeholders
Related Responsibilities:
* Contribute to strategy for delivering excellent client service
* Identify potential tactical and strategic improvements to implementation processes
* Proactively drive initiatives as agreed upon
* Collaborate with Sales and Proposal teams to accurately represent onboarding in RFPs and client presentations
* Represent the Solutions team in cross-functional and senior forums
Required qualifications, capabilities, and skills:
* Minimum 2-3 years experience in Financial Services industry
* Working knowledge of Securities Services products
* Strong project and program management skills
* Effective time management skills, with an ability to work in a fast paced, deadline driven environment
* Strong communication and collaboration skills; able to work with many different individuals and partner effectively with different groups
* Strong organizational skills including attention to detail and ability to manage multiple projects and responsibilities simultaneously
* Ability to work both independently and as part of a team
* Professional and proactive approach to work
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most pro...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:45
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Join our team to manage projects ranging from single product implementations to comprehensive programs involving multiple products, entities, and stakeholders.
Be a part of a diverse client base including Asset Managers, Hedge Fund Managers, Private Equity Managers, Pensions, Banks, Governmental Entities, and Insurance Companies.
Manage the implementation of new and incremental client business into the Securities Services organization within J.P.
Morgan's Corporate Investment Bank.
Your role will involve managing projects that range from single product implementations to comprehensive programs involving multiple products, entities, and stakeholders.
The role covers a diverse client base including Asset Managers, Hedge Fund Managers, Private Equity Managers, Pensions, Banks, Governmental Entities, and Insurance Companies.
Solutions and Implementation activity encompasses all Securities Services products including Custody, Fund Accounting & Administration, Hedge Funds Services, Investment Analytics, Compliance, ETF Services, IMOS, Private Equity Fund Services, Securities Lending, Margin Services, and Tri-Party Services.
Job responsibilities:
* Drive client requirements gathering and propose & influence target solutions
* Ensure client requirements are understood by internal partners and work with them to design, document, and ensure appropriate sign-off
* Oversee project plans to track progress and risks, lead virtual teams, conduct post-implementation reviews, ensure compliance, and manage stakeholder communication.
* Contribute to strategy for delivering excellent client service
* Identify potential tactical and strategic improvements to implementation processes
* Proactively drive initiatives as agreed upon
* Collaborate with Sales and Proposal teams to accurately represent onboarding in RFPs and client presentations
* Represent the Solutions team in cross-functional and senior forums
Required qualifications, capabilities, and skills:
* Minimum 2 years experience in Financial Services industry
* Working knowledge of Securities Services products
* Strong project and program management skills
* Effective time management skills, with an ability to work in a fast-paced, deadline-driven environment
* Strong communication and collaboration skills; able to work with many different individuals and partner effectively with different groups
* Strong organizational skills including attention to detail and ability to manage multiple projects and responsibilities simultaneously
* Ability to work both independently and as part of a team
* Professional and proactive approach to work
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:44
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Sterling, US-VA
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:43
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Elk River, US-MN
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:42
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Our team is dedicated to executing innovative marketing strategies that enhance customer engagement and brand loyalty.
We focus on implementing data-driven campaigns across multiple channels, ensuring precise targeting and effective delivery.
By collaborating with cross-functional teams, we streamline processes and optimize efforts to achieve business objectives.
Our commitment to execution excellence drives impactful results and strengthens our brand presence.
As a Salesforce Marketing Cloud Builder-Associate on the Marketing Execution team, you should have expertise in orchestrating omni-channel customer journeys to join our dynamic team.
You will play a crucial role in leveraging Salesforce Marketing Cloud to create engaging and personalized omni-channel marketing experiences for our customers.
Job Responsibilities:
* Design and execute marketing campaigns within Salesforce Marketing Cloud to ensure a unified and seamless customer experience.
* Develop and optimize customer journeys using Journey Builder, ensuring personalized and seamless experiences for our customers.
* Design and code responsive HTML email templates for effective communication with customers.
* Collaborate with Marketing teams and other stakeholders to ensure timely execution of marketing communication across channels.
* Develop and implement a marketing automation processes to streamline repetitive tasks and improve overall efficiency.
Required qualifications, capabilities and skills:
* Bachelor's degree in a relevant field (e.g., Information Systems, Information Technology, Computer Science).
* Proven experience working with Salesforce Marketing Cloud and Segment or CDP platforms.
* Expertise in utilizing Journey Builder to create seamless and engaging customer experiences.
* Strong experience in designing and coding responsive HTML email templates for optimal display across devices.
* Comprehensive knowledge of industry best practices in designing and implementing omni-channel journeys.
Preferred qualifications, capabilities and skills:
* Experience working in an Agile environment and with Agile project methodologies.
* Ability to develop comprehensive technical/functional documentation and establish best practices documentation and user guides.
* Strong problem-solving skills and ability to work under pressure with tight deadlines.
* Excellent communication skills and ability to collaborate effectively with cross-functional teams.
* High energy and solutions-oriented individual with a proactive approach to challenges.
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 ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:40
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Come join us in reshaping the future!!
As a Vice President of GIS and Site Selection you will lead our customer facing geospatial initiatives, that will be instrumental in optimizing our network infrastructure, identifying strategic locations for expansion, and providing invaluable insights through advanced spatial analysis and visualization.
You will leverage your deep expertise in Esri ArcGIS Enterprise suite, network optimization methodologies, and display a proven track record of translating complex geospatial data into actionable business strategies for our real estate team.
Job responsibilities:
* Develop and execute the long-term vision and strategy for GIS and site selection, aligning with overall business objectives for growth, efficiency, and market penetration.
* Lead the development and implementation of advanced geospatial models for network optimization.
* Conduct comprehensive geospatial analysis to identify optimal sites for new [e.g., retail locations for bank expansion], considering factors such as demographics, competitor analysis, market demand, accessibility, and operational constraints.
* Develop sophisticated site scoring models and predictive analytics to support data-driven real estate decisions.
* Collaborate closely with Real Estate, Operations, and Finance teams to provide GIS-driven insights throughout the site selection process.
* Establish and maintain robust GIS data standards, policies, and procedures to ensure data accuracy, integrity, and accessibility across the organization.
* Oversee the acquisition, integration, and management of diverse geospatial datasets (internal and external).
* Champion the use of Esri tools (ArcGIS Pro, ArcGIS Online, ArcGIS Dashboards, Experience Builder, etc.) to create compelling, interactive, and user-friendly maps, dashboards, and applications.
* Develop and present clear, concise, and actionable geospatial insights to senior leadership and cross-functional teams.
* Promote self-service GIS capabilities where appropriate.
* Build, mentor, and lead a high-performing team of GIS professionals, fostering a culture of innovation, continuous learning, and excellence.
* Identify and implement best practices in geospatial analysis and technology.
* Drive innovation in the application of GIS to solve complex business challenges.
Required qualifications, capabilities and skills:
* Bachelor's degree in Geography, GIS, Urban Planning, Computer Science, Data Science, or a related field.
Master's degree highly preferred.
* 5-7years+ of progressive experience in GIS, with at least 3+ in a leadership or management role focused on site selection and/or network optimization.
* Expert-level proficiency with the full Esri ArcGIS Enterprise suite, including: ArcGIS Pro, ArcGIS Online/Portal, ArcGIS Enterprise (Server, Data Store, etc.), ArcGIS Dashboards, Experience Builder, StoryMaps, Spatial Analyst and Network A...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:39
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
* Must be Fluent in Spanish and English
Preferred qualifications, capabilities, and skills
...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:38
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Join one of the world's most influential companies and leverage your skills in cybersecurity to have a real impact on the financial industry.
As a Sr Lead Cybersecurity Architect at JPMorgan Chase within the Cybersecurity & Technology Controls organization, you are an integral part of a team that works to develop high-quality cybersecurity solutions for various software applications on modern cloud-based technologies.
You will be working on industry-leading payments applications in Chase Commerce Banking.
As a core technical contributor, you are responsible for carrying out critical cybersecurity architecture solutions by identifying, creating, and communicating risk, mitigation options, and solutions across multiple technical areas within various business functions in support of project goals.
Job responsibilities
* Engages technical teams and business stakeholders to discuss and propose technical approaches to meet current and future cybersecurity needs
* Designs Threat Models for new, emerging, and modernizing technologies, leveraging cybersecurity threat intelligence, data flows, and residual risk analysis
* Guides the evaluation of current cybersecurity principals, processes, and controls, and leads the evaluation of new technology using existing standards and frameworks
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* 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 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 team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on Cybersecurity Architecture concepts and 5+ years applied experience
* Mobile security and/or mobile development background in iOS and/or Android.
* Hands-on practical experience delivering enterprise-level cybersecurity solutions and controls
* Experience in large-scale or start up role in cybersecurity solutions architecting, controls management, and threat modeling
* Demonstrated experience in conducting code reviews with Architects and Software Engineers, with programming languages such as Java, Python, or C
* Proficiency in automation and continuous delivery methods and the Software Development Lifecycle
* Advanced understanding of agile methodologies such as continuous integration and delivery, application resiliency, and security
* Demonstrated proficiency in software applications and technical processes within public cloud (AWS, Azure, GCP), Mobile, and...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:36
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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: Yorktown Heights, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:35
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Salem, US-NH
Salary / Rate: Not Specified
Posted: 2025-07-24 09:36:34
