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Join our dynamic Equity Plan Management team within Workplace Solutions as a Equity Plan Management Analyst, where you will have the opportunity to play an integral part in our client service delivery and make a significant impact.
This role offers a chance for career growth and the opportunity to work in a fast-paced, innovative environment.
As an Equity Plan Management Analyst within our dynamic Equity Plan Management team at Workplace Solutions, you will play an integral part in our client service delivery and make a significant impact.
This role offers you the chance for career growth and the opportunity to work in a fast-paced, innovative environment.
You will be entrusted with the management of client accounts, actively engaging with various teams across our operational and IT departments, contributing to the innovation of team processes.
You will have the freedom to manage your workload in a dynamic environment and the opportunity to collaborate with diverse teams.
Job Responsibilities:
* Manage a portfolio of Companies administering employee share plans within a team framework
* Interact with customers/clients on operational transactions related to their share plan program.
* Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
* Organize, develop and maintain procedural and process documentation related to client companies' program(s) to ensure accurate transaction processing and minimize risk.
* Assist in identifying new system tools and enhancements to existing systems.
* Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
* Create and maintain excellent relations with key business partners as well as identify innovative client solutions.
Required Qualifications, Capabilities and Skills:
* Excellent communication skills
* Proven numeric, financial analysis, documentation and procedural skills required
* Excellent computer skills including Microsoft Excel and Word
* Demonstrate commercial acumen with an ability to be innovative & pro-active
* Ability to prioritise and adhere to tight deadlines
Preferred Qualifications, Capabilities and Skills:
* Third level qualification
J.P.
Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally.
Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve.
We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce.
WM Solutions also fosters a culture of active engagement in our Business...
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:58
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Assume a vital position as a key member of a high-performing team that delivers infrastructure and performance excellence.
Your role will be instrumental in shaping the future at one of the world's largest and most influential companies.
As a Lead Infrastructure Engineer at JPMorgan Chase within the Enterprise Technology Infrastructure Platforms, you apply deep knowledge of software, applications, and technical processes within the infrastructure engineering discipline.
Continue to evolve your technical and cross-functional knowledge outside of your aligned domain of expertise.
Job responsibilities:
* Applies technical expertise and problem-solving methodologies to projects of moderate scope
* Drives a workstream or project consisting of one or more infrastructure engineering technologies
* Works with other platforms to architect and implement changes required to resolve issues and modernize the organization and its technology processes
* Executes creative solutions for the design, development, and technical troubleshooting for problems of moderate complexity
* Strongly considers upstream/downstream data and systems or technical implications and advises on mitigation actions
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills:
* Formal training or certification on Infrastructure engineering concepts and 5+ years applied experience
* Deep knowledge of one or more areas of infrastructure engineering such as hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, or performance assessments
* Deep knowledge of one specific infrastructure technology and scripting languages (e.g., Scripting, Python, etc.)
* Drives to continue to develop technical and cross-functional knowledge outside of the product
* Deep knowledge of cloud infrastructure and multiple cloud technologies with the ability to operate in and migrate across public and private clouds
* Deep technical knowledge of networking from Layer 1 to 3, with a focus on transport technologies (Fiber, DWDM, OTN, MPLS, etc.)
* Knowledge of global telecommunication providers, including both terrestrial and subsea cable systems
* Familiarity with GIS tools and quality assurance processes
Preferred qualifications, capabilities, and skills:
* Broad technical knowledge outside of networks would be beneficial, such as Data Centre and Public Cloud (certifications a plus)
* Experience with Atlassian's Jira and Jira Align products
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 s...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:58
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Community Development Banker is for you.
As a Community Development Banker within Commercial Real Estate, you will be an integral part of the team that is proud to support vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide!
J.P.
Morgan Chase's Community Development Banking (CDB) business is a national leader in community development finance for affordable housing and economic development projects.
Through our resources, CDB offers financing for projects of any size and complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, and long-term permanent financing for Low Income Housing Tax Credit developments and bond purchases.
CDB's clients include: For-profit and not-for-profit developers; Government entities engaged in housing and economic development; and Community-based organizations.
Job Responsibilities:
* Identify and proactively pursue appropriate debt and deposit opportunities
* Appropriately assess transactional risk via thorough knowledge of sponsor, financial, legal, construction management and market issues
* Represent the Bank in negotiation of acceptable credit terms and structure for complicated transactions
* Work with a dedicated underwriting team to insure the timely completion of due diligence and preparation of comprehensive credit approval packages
* Work with closing staff and legal counsel to insure that the documentation for each transaction is accurate, appropriate, and consistent with the terms of credit approval
* Communicate with the loan administration unit to maintain awareness of construction progress, appropriateness of draw requests, adequacy of debt and equity sources, time delays, cost overruns, usage of contingency funds and compliance with legal documents
* Surface issues as they arise with the client to ensure good customer service and adequate protection of the bank
* Represent the Bank professionally at industry-related conferences and other such events
Required qualifications, capabilities, and skills:
* Five plus years' experience in the affordable housing industry
* Five plus years' experience structuring, underwriting, closing, and administering commercial real estate construction loans for affordable multifamily housing
* Demonstrated success serving clients in the affordable housing industry
* Understanding and knowledge of standard bank credit policies and loan administration procedures
* Ability to work independently and with minimal supervision and direction
* Ability to interact favorably in person and on the telephone with prospects, clients, consultants, government agency staff, legal counsel, and team members
* Ability to collaborate with t...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:57
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JPMorgan Chase is seeking an Vice President to join our Capital and Liquidity Policy team within the Treasury/Chief Investment Office (T/CIO)
T/CIO is responsible for firm-wide asset and liability management, including management of the firm's interest rate risk, structural foreign exchange risk, funding, liquidity risk and capital, as well as the company-sponsored retirement plan.
As a Vice President in Capital & Liquidity Policy, you will help to interpret and provide guidance on US regulatory capital and liquidity rules for current, pending, and proposed strategic business initiatives and transactions in support of the Commercial & Investment Bank Securitized Products Group (SPG) and Tax Oriented Investment (TOI) sub lines-of-businesses, Risk, Finance and Technology.
This role will also provide leadership and subject matter expertise on Securitization and Banking Book RWA Equity requirements.
You will be responsible for delivering high quality regulatory capital & liquidity analyses and reviews by maintaining a high level of current technical knowledge and applying it to generate high quality support.
Job responsibilities:
You will be responsible for delivering high quality regulatory capital & liquidity analyses and reviews by:
* Maintaining a high level of current technical knowledge and applying it to generate high quality support and oversight
* Obtaining a clear understanding of the business initiative/transaction/scenario in question ensuring all relevant key facts are considered
* Understanding the economic drivers and other factors relevant for the situation in question including the substance of the arrangement
* Independently and efficiently identifying the relevant regulatory guidance and policy interpretations/expectations
* Performing a comprehensive and balanced analysis addressing the strengths/weaknesses of the potential conclusions
* Ensuring consistency in application through review of historical analyses and consultation with SMEs having performed the initial analysis
* Proposing conclusions that appropriately consider the relevant regulations and supporting regulatory guidance, regulatory feedback along with considerations such as risk, operational feasibility, market practice, and materiality
* Providing guidance to stakeholders to ensure compliance with Basel rules and oversee the implementation of Banking Book Equity RWA-related guidance, while partnering with LOBs, Finance, Risk and Technology
Required qualifications, capabilities, and skills
* 8+ years relevant work experience, banking and finance experience.
* Strong knowledge of financial products and understanding of complex financing structures.
* Strong knowledge of the US Basel III capital rule.
* Ability to perform a comprehensive and balanced analyses of complex trade structures independently/under minimum supervision
* Excellent interpersonal and communication skills
* Demonstrate an...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:57
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As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service providers and internal stakeholders.
We are seeking an individual that is driven, shows critical thinking and problem-solving skills to work in a fast-paced environment.
Job Description:
* Manage and oversee third party fund administrators
* Review quarterly or monthly NAVs, capital allocations, capital calls, distributions, carried interest calculations and management fee calculations
* Coordination with auditors and/or third-party fund administrators to oversee the issuance of audited and unaudited financial statements
* Ensure regulatory and financial compliance for internal and external reporting
* Prepare forecast of fund expense budget for new funds and ongoing fund expenses
* Collaborate with internal teams (i.e.
tax, investor relations and middle office)
* Respond to investor, internal and external queries
* Contribute industry knowledge on review of fund documents and participate in internal calls on fund launches
* Review fund expenses and coordinate the payments to ensure compliance to the fund expense policy
* Strong interpersonal skills in building relationship with the team as well as internal stakeholders and third-party service providers
* Provide guidance, coaching and training to the team
* Ad hoc projects
Qualifications / Skills:
* Understanding of US GAAP and IFRS
* 8+ years' experience in private equity and/or hedge fund accounting experience
* Bachelor's degree in accounting or related field
* Strong written and communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
A...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:56
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred qualifications, capabilities and skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* MBA, JD, CFA, or CFP preferred
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
....Read more...
Type: Permanent Location: Baltimore, US-MD
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:56
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We are hiring a Business Development Representative in Nashville within the Workplace Solutions business.
This role offers the opportunity to contribute significantly to our company's growth.
As a Business Development Representative within JP Morgan, you will play a critical role in our B2B sales process by spearheading outreach to public companies within your geographic territory.
Your primary responsibility will be to introduce our equity compensation management platform and schedule meetings with decision makers, our local Field Sales Representative, and yourself.
Job Responsibilities
* Conduct proactive outreach to public companies to generate interest in our equity compensation management platform.
* Schedule and attend virtual meetings with potential clients alongside the Field Sales Representative.
* Develop and maintain a strong understanding of our platform and its benefits to effectively communicate with top executives.
* Collaborate with the sales team to develop strategies for engaging potential clients.
* Maintain accurate records of all interactions and meetings within our CRM system.
* Leverage networking tools such as LinkedIn, ZoomInfo, and Sales Navigator.
* Develop synergistic relationships with JP Morgan bankers, advisors, and team members.
* Book 4 qualified meetings per month via outreach including, phone, networking, and electronic communications.
Leads will be provided.
Required qualifications, capabilities and skills
* Excellent communication and interpersonal skills, and the ability to engage with top executives.
* Creative thinker with strong analytical skills.
* Competitive drive and a results-oriented mindset.
* Strong financial acumen is helpful but not required.
* Ability to work independently and as part of a team.
* College degree.
Preferred qualifications, capabilities and skills
* Direct experience within the financial/banking industry
J.P.
Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally.
Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve.
We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce.
WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
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 un...
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:55
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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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:54
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The Risk Management & Compliance Technology Machine Learning team at JPMorgan Chase focuses on solving challenging business problems such as Anti-Money Laundering and Surveillance through data science and machine learning techniques across Risk, Compliance, Conduct and Operational Risk.As an Applied AI ML Senior Associate on the team, you will have the opportunity to study complex business problems and apply advanced algorithms to develop, test, and evaluate AI/ML applications or models for those problems.
You will work with the firm's rich data pool from both internal and external sources using Python/Spark via AWS and other systems.
You are also expected to derive business insights from technical results and be able to present them to non-technical audience.
Job responsibilities
* Proactively develop understanding of key business problems and processes
* Execute tasks throughout a model development process including data wrangling/analysis, model training, testing, and selection.
* Generate structured and meaningful insights from data analysis and modelling exercise and present them in appropriate format according to the audience.
* Collaborate with other data scientists and machine learning engineers to deployment machine learning solutions.
* Carry out ad-hoc and periodic analysis as required by the business stakeholder, model risk function, and other groups.
Required qualifications, capabilities, and skills
* At least 2 years of relevant experience post Advanced degree (MS, PHD) in a quantitative field (e.g., Data Science, Computer Science, Applied Mathematics, Statistics, and Econometrics)
* Practical expertise and work experience with ML projects, both supervised and unsupervised.
* Proficient programming skills with Python, R, or other equivalent languages,
* Demonstrated experience working with large and complicated datasets.
* Experience with broad range of analytical toolkits, such as SQL, Spark, Scikit-Learn, and XGBoost.
* Excellent problem solving, communication (verbal and written), and teamwork skills;
Preferred qualifications, capabilities, and skills
* Experience with graph analytics and neural network (Tensorflow, Keras).
* Experience working with engineering teams to operationalize machine learning models.
* Familiarity with the financial services industry.
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 el...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:53
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
....Read more...
Type: Permanent Location: Tucson, US-AZ
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:53
-
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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:52
-
J.P.
Morgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees $500B in assets, including $140B in private markets and our specialized teams provide unique portfolio solutions across real estate, private equity, alternative credit, and more, to global institutions and team members, with significant growth opportunities in the U.S.
market.
Job Summary
Our team puts clients first; therefore, we are looking for candidates who share our enthusiasm for delivering a first-class client experience through an engaging and proactive client relationship approach.
We are seeking a team-oriented, self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation to develop market opportunities.
As the U.S.
Private Markets Investment Specialist, you will actively engage in maintaining and developing relationships between the global investment desks and the U.S.
institutional distribution teams.
You will partner with direct investment team investment specialists as well as represent the collective private markets platform investment strategy on business related matters, including, but not limited to marketing, deep client engagement, product development and sales/retention strategy.
As a Managing Director, Private Market Investment Specialist within J.P.
Morgan Asset Management, you will play a crucial role in maintaining and developing relationships between the global investment desks and the U.S.
institutional distribution teams.
You will have the opportunity to collaborate with various teams, understand client investment goals, and provide thought leadership.
This role offers the chance to work in a dynamic environment, where your skills and experience in raising capital for private market investment strategies will be highly valued.
Job Responsibilities
* Maintain our collective private markets book of business with our U.S.
institutional and consultant client base (including corporate pension funds, state and government sponsored investment funds, insurance companies, endowments and foundations, as well as other investors).
* Collaborate with the U.S.
institutional distribution team and investment specialists to initiate relationships with new clients and expand mandates with existing ones.
Secure additional commitments for current mandates, maintain existing relationships, and pursue new business opportunities aligned with our platform and model.
Identify prospective investment organizations for our products and services and establish connections with their senior investment professionals.
* Facilitate the annual strategic plan and quarterly reviews while maintaining regular contact with key clients, including field consultants.
Deliver clear and concise platform overviews, providing insightful interpretations of near-term economic and relevant external events that may impact client portfolios.
Identify opportunities where our global privat...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:52
-
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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:51
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit.
The Healthcare, Higher Education & Non-Profit team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Manage and develop relationships with non-profit clients whose annual revenues are $50 million and above.
* Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects
* Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g.
credit, treasury, liquidity) and partner with other lines of business and business segments (e.g.
Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
* Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
* Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g.
Corporate Responsibility, ESG, DEI)
* Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development
Required Qualifications, Capabilities and Skills
* 5 plus years' direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
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 an...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:51
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If you are passionate about building meaningful relationships and excel at crafting innovative solutions to meet diverse client needs, we have an exciting opportunity for you.
By joining our Global Families Group Asia, you'll become part of a team committed to delivering comprehensive services to international clients with varied investments and interests.
Our nine-week program includes induction, training, and hands-on projects, with potential for a full-time offer for top performers.
As an advisor, you'll help clients achieve their financial goals by delivering tailored solutions across our leading investments, credit, banking, and Trust & Estates practices.
As a 2026 Global Private Bank Advisor in the Global Families Group, you will have the opportunity to work with a team of advisors and specialists to bring in new clients and serve existing ones.
You'll be part of a supportive, collaborative team, working in a fast-paced environment, and you'll have the chance to make meaningful contributions to our business with customized wealth management solutions.
Your role will involve delivering highly customized and comprehensive solutions to help protect, manage, and grow wealth.
We're looking for someone who enjoys working in teams to develop complex solutions, and has a genuine interest in financial markets and macro-level economic trends.
Job responsibilities
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required qualifications, capabilities, and skills
Pursuing a Bachelor's or Master's degree.
Graduation date between December 2026 and June 2027.
Fluent in verbal and written Mandarin and English.
Team-oriented and driven to develop complex solutions.
Strong interpersonal, communication, analytical, and problem-solving skills.
Excellent organizational skills with the ability to multitask.
Interest in financial markets and macroeconomic trends.
Aspiration to work with clients in relationship building and sales.
Ability to thrive in a fast-paced, collaborative environment.
Inquisitive, focused, proactive, with good judgment and discretion
.
To be eligible for this program, you must be authorized to work in the U.S.
We do not offer any type of employment-based immigration sponsorship for this program.
Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations:
• New York, NY
• San Francisco, CA
JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles.
The JPMorgan Chase U.S.
Benefits Program is generally available in whole or in part to most employees in the U.S.
who meet the eligibility criteria...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:50
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If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you.
By joining our Summer Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil.
As a 2026 Global Private Bank LatAm Program (Summer Analyst) within our Private Bank, you will assist clients in reaching their financial goals by offering tailored financial solutions.
This role provides an opportunity to contribute to client relationships and wealth management solutions, benefiting from training, mentorship, and engaging projects.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams.
Top performers may receive a full-time offer at the end of the summer.
Job responsibilities
* Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
* Work with a team of bankers, investment specialists, wealth advisors, and lending specialists.
Throughout the summer, you'll learn about our business and our clients while building your own expertise.
* Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
* Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network
Required qualifications, capabilities, and skills
Pursuing a Bachelor's or Master's degree
Cultural knowledge and fluency in Spanish and/or Portuguese
Expected graduation date of December 2026 through June 2027
Highly-driven and enjoy working in teams to develop complex solutions
Exceptional interpersonal, communication, analytical and problem-solving skills
Excellent organizational skills and ability to multitask
Genuine interest in financial markets and macro-level economic trends
Desire to ultimately work with external clients in a relationship building and sales capacity
Ability to thrive in a fast-paced, collaborative environment
Highly inquisitive, focused and pro-active.
Good judgment and discretion when working with confidential information
Locations:
* New York, NY
* Miami, FL
* Houston, TX
At JPMorgan Chase, we're creating positive change for the diverse communities we serve.
We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career.
If you're passionate, curious and ready to make an impact, we're looking for you.
JPMorgan Chase is committed to creating an inclusive work environment tha...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:50
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service, operational marketing, and administrative support.
You will play a key role in supporting Advisors' business operations, from account opening to investment trades.
You will also assist in building and maintaining client relationships, managing account reviews, and engaging in risk management.
This role offers the chance to work in a dynamic environment where you will prioritize daily work, track progress, and consistently meet deadlines.
Join us and contribute to fostering our team culture.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services ...
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Type: Permanent Location: Jupiter, US-FL
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:49
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The Applied Innovation of AI (AI2) team is an elite machine learning group strategically located within the Chief Technology Office of JP Morgan Chase.
AI2 tackle business critical priorities using innovative machine learning techniques and technologies with a focus on machine learning for Software, Cybersecurity and Technology Infrastructure.
The team partners closely with stakeholders in these areas to execute projects that require machine learning development to support JPMC businesses as they grow.
Strategically positioned in the Chief Technology Office, our work spans across Cybersecurity, Global Technology Infrastructure and the Software Development Lifecycle (SDLC).
With this unparalleled access to technology groups in the firm, the role offers a unique opportunity to explore novel and complex challenges that could profoundly transform how the bank operates.
As a Machine Learning Scientist, you will apply sophisticated machine learning methods to a wide variety of complex tasks including data mining and exploratory data analysis and visualisation, text understanding and embedding, anomaly detection in time series and log data, large language models (LLMs) and generative AI for technology use-cases, reinforcement learning and recommendation systems.
You must excel in working in a highly collaborative environment together with the business, technologists and control partners to deploy solutions into production.
You must also have a passion for machine learning and invest independent time towards learning, researching and experimenting with new innovations in the field.
You must have solid expertise in Deep Learning with hands-on implementation experience and possess strong analytical thinking, a deep desire to learn and be highly motivated.
Job Responsibilities
* Research and explore new machine learning methods through independent study, attending industry-leading conferences and experimentation
* Develop state-of-the art machine learning models to solve real-world problems and apply it to complex business critical problems in Cybersecurity, Software and Technology Infrastructure
* Collaborate with multiple partner teams in Cybersecurity, Software and Technology Infrastructure to deploy solutions into production
* Drive firmwide initiatives by developing large-scale frameworks to accelerate the application of machine learning models across different areas of the business
* Contribute to reusable code and components that are shared internally and also externally
Required qualifications, capabilities and skills
* PhD in a quantitative discipline (e.g.
Computer Science, Electrical Engineering, Mathematics, Operations Research, Optimization, or Data Science.) with 1 year experience Or Masters with 2 years of industry or research experience in the field.
* Hands-on experience and solid understanding of machine learning and deep learning methods
* Extensive experience with machine learning and deep l...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:49
-
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: Louisville, US-KY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:48
-
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: Salem, US-OR
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:48
-
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: Georgetown, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:47
-
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: Lexington, US-KY
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:47
-
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: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:46
-
Bring your expertise to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Lead Credit Officer - Vice President on the Specialty Finance Risk Team, you will be responsible for the risk management of a national portfolio of non-bank financial entities which are focused on residential mortgage originations, commercial/consumer finance, fintech and other financial service industries.
You will partner with Securitized Products, Corporate and Investment Bankers, Treasury Services and Traders to analyze, structure, risk grade, and approve credit exposures.
You will be an instrumental member of the team that will drive deal documentation negotiations and have responsibility for the on-going risk management.
Job Responsibilities
* Oversee the ongoing risk management of their portfolio which includes maintaining a broad and deep understanding of your clients' businesses, as well as a current and forward-looking view of the portfolio
* Develop a keen understanding of the residential mortgage finance and other specialty finance markets including key risk and structures and work collaboratively with junior resources and product bankers to develop solutions to the benefit the client and JPMorgan
* Lead due diligence meetings, which may be virtual or at the client's office
* Perform financial analysis to assess the strength of the corporate counterparty and identification of key risks
* Monitor the portfolio to ensure internal risk grades remain accurate and appropriate action is taken to mitigate risk for deteriorating clients
* Engage with coverage bankers and product partners to develop structures appropriate for the risk profile of the client and/or assets to be financed
* Work with business colleagues to assess stress or downside credit scenarios including validating cash flow models (typically Excel-based)
* Review and assist in the negotiation of transaction and trading legal documentation
* Oversee written credit analysis and present recommendations to senior credit officers for approval
* Mentor/guide junior resources and manage workloads, delegate with appropriate guidance and ensure deadlines are understood and met, and where needed, confidently escalate to senior managers
* Lead other ad-hoc projects, as needed
Required Qualifications, Capabilities and Skills
* Bachelor's degree in a quantitative discipline
* 5+ years of Commercial/Corporate banking/lending, Asset Based Lending (ABL) or Structured Finance experience including credit, structuring a...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:46
-
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or ...
....Read more...
Type: Permanent Location: Newport Beach, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-18 08:12:45
