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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 an Investment Professional in the U.S.
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
• Consult on and execute brokerage trades, including: advising the client on trade execution, 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 receive commission-based pay and/or discretionary incentive compensation, paid in the form of ...
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Type: Permanent Location: Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:43
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Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.
As a Product Director in Commercial Card, you lead innovation through the development of products and features that delight customers.
As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.
Job responsibilities
* Define the vision, strategy and roadmap specifically for fraud prevention and detection products by collaborating with software engineering, data science and operations to build and implement scalable solutions that balance risk reduction with a client-centric user-experience
* Define product requirements, prioritize features based on business value, integrate third-party tools and tracking KPIs like detection accuracy and false positive rates to continuously improve the product
* Develop and execute a comprehensive multi-year roadmap for fraud detection, prevention and case management tools, prioritizing features and improvements based on fraud risk reduction, business value and positive customer experience
* Translate complex fraud use cases and customer needs into clear product requirements, workflows and success metrics
* Evaluate and integrate third-party fraud-tool vendors, build custom in-house tools and stay current on emerging fraud trends and technologies
* Develop deep domain expertise in customer workflows, empathize with customer pain points and business risks, and champion customer need within the organization
* Coach and mentor the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives
* Own product performance and is accountable for investing in enhancements to achieve business objectives
* Monitor market trends, conduct competitive analysis, and identify opportunities for product differentiation
Required qualifications, capabilities, and skills
* Deep knowledge of fraud methodologies, bad actor tactics, and countermeasure technologies within the commercial card domain and industry
* Strong analytical and interpretive skills to solve complex problems and design innovative solutions
* Strong business acumen that enables focus on the delivery of game-changing outcomes through strategic planning and execution excellence.
* An obsessive focus on understanding and addressing the needs of both internal and external customers
* 8+ years of experience or equivalent expertise delivering products, projects, or technology applications
* Extensive knowledge of the product development life cycle, ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:43
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Job Summary:
You will join the Electronic Client Solutions (ECS) team, which is the client-facing organization for all automated trading capabilities in Cash Equities.
This team builds, manages and delivers the leading industry platform for algorithmic execution and liquidity solutions, data, analytics and low latency trading capabilities to institutional, hedge fund and systematic trading firms.
The team partners with clients and provides in-depth TCA analysis and execution consultations.
The ECS product suite is designed to source liquidity effectively across an ever-changing landscape of liquidity centers, minimize transaction costs and maintain anonymity for our clients.
It includes:
* Global algorithmic trading products
* Differentiated liquidity solutions
* Global direct market access and smart order routing
* Pre- and post-trade analytics
Job Description
In joining the team, you will be a key player on the product and execution consulting team within ECS, leveraging a combination of product management skills with excellent analytical capabilities and technical proficiency.
You will work closely with various business partners across the Global Equities Sales and Trading organization to deliver innovative solutions for our clients and have the opportunity to build strong cross-functional relationships.
Leveraging quantitative skills and analysis, you will also interact with and closely engage with clients through algorithmic trading execution consultation and TCA reviews.
Job Responsibilities
* Drive execution engagement and optimize trading interaction with the internal Central Risk Book.
* Define and lead product management initiatives across the liquidity trading product spectrum.
* Interact with our clients to understand their needs and offer J.P.
Morgan's product suite as well as bespoke solutions.
* Partner with business analysts, core technology, legal/compliance, operations, and sales and trading teams to ensure product functionality is optimized.
* Produce in-depth analysis of product usage, client trends, trading performance, and revenues.
* Leverage analytical skills to analyze large data sets and provide actionable results to drive product evolution and client product usage.
* Maintain a working knowledge of equities trading, market structure, and the equities market regulatory landscape.
* Ensure adherence with all relevant regulatory and control agenda requirements.
* Be an integral member of the ECS team, working together to provide a positive client experience .
Required qualifications, capabilities, and skills
* Bachelors' degree from a leading university with a degree in Finance, Economics, Mathematics, Engineering, Computer Science, or related quantitative field.
* A minimum of 5+ years equities electronic trading experience or equivalent.
* Very strong quantitative and analytical skills.
* Experienced in Q/kdb and Python.
* ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:42
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The Chief Data & Analytics Office (CDAO) at JPMorgan Chase is pivotal in advancing the firm's data and analytics capabilities, ensuring data quality and security while promoting insights for decision-making.
By leveraging AI and machine learning, the CDAO develops innovative solutions to support commercial goals, enhance productivity, and manage risks.
The Firmwide Chief Data Office (CDO) maximizes global data value through strategic governance, focusing on data strategy, impact optimization, and privacy.
The Strategy and Execution team defines the CDO vision, leading initiatives that equip business lines with AI-ready data tools and solutions to manage data and privacy risks effectively.
The Firmwide Chief Data Office (CDO) is responsible for maximizing the value and impact of data globally, in a highly governed way.
It consists of several teams focused on accelerating JPMorgan Chase's data, analytics and AI journey, including; data strategy, data impact optimization, privacy, data governance, transformation and talent.
The Strategy and Execution team is responsible for defining and articulating the CDO vision and strategy, and executing on strategic initiatives to deliver the target state roadmap.
The team leads critical projects that enable Lines of Businesses and Corporate Functions with the tools and solutions to achieve AI-ready data, and effectively and efficiently manage data and privacy risk.
As an Executive Director in Portfolio Management within the Firmwide CDO, you will be responsible for investment planning, portfolio and program management governance, and the reporting and control framework of the CDO change portfolio.
You will drive the data agenda and roadmap for the organization through the management of portfolio governance, metrics and reporting, and communications.
Job Responsibilities
* Manage the annual CDO investment planning and budgeting process
* Manage the CDO change portfolio governance, reporting and control frameworks
* Manage the portfolio roadmap, identifying trends and critical RAID items
* Measure and report on portfolio performance and metrics, ensuring alignment with the organization's overall objectives
* Facilitate program outputs including a playbook of repeatable processes for continued program success
* Lead strategic change initiatives end-to-end from initiation through to completion, ensuring adherence to timelines, budgets, and quality standards
* Communicate and coordinate effectively with Lines of Businesses and Corporate Functions to gather status updates, drive program reporting and alignment on program deliverables and objectives
* Develop and maintain deep relationships with stakeholders across Lines of Businesses and functional areas
* Coach other team members and contribute to the wider group's objectives
Required qualifications, capabilities, and skills
* Extensive industry experience
* Strong experience in Portfolio / Program / Ch...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:42
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Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bilingual fluency in English and Spanish
* 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 fro...
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Type: Permanent Location: Columbia, US-SC
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:41
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We are seeking an experienced credit professional to work in New York, NY as part of the Global Credit Strategy team within J.P.
Morgan Wealth Management.
This dynamic role will emphasize corporate credit analysis, investment idea generation, and communication skills.
The role involves forming fundamental investment views in corporate bond markets (including investment grade credit, high yield credit, emerging markets debt, corporate hybrids, and preferreds), generating security specific investment ideas, building and maintaining company financial models, writing research notes, communicating with wealth management internal and external clients, and performing customized portfolio analysis for those clients.
Job Responsibilities:
* Monitor existing bond recommendations and generate new security specific investment ideas.
Proactively articulate investment ideas by initiating discussions with team rather than relying on external direction.
Ownership over security recommendations from initiation to exit.
* Produce written reports such as company evaluations and quarterly updates, relative value analyses, and industry reviews.
Author thematic thought pieces relating to both top down and bottoms up market opportunities for internal and client use.
* Assist in training of junior talent on the team.
* Provide investment advice to advisors and wealth management clients by fielding inquiries on credit markets and company views, participating in client meetings, and presenting on advisor calls.
* Provide customized portfolio analysis for clients and recommend specific trade ideas based on the clients' objectives and constraints.
Required Qualifications, Capabilities and Skills:
* 5 years work experience in corporate credit research.
Emerging Markets and/or Financials experience, and/or Spanish speaking viewed favorably.
Must be willing to cover credits across a variety of industries under a generalist model.
Strong financial modeling and accounting experience is required.
* Demonstrated ability to make judgments regarding credit, risk, and security valuation.
Ability to form an investment recommendation with minimal direction and to make preliminary decisions in a short time frame with incomplete information.
* Excellent communication skills, both written and verbal, that demonstrate credibility and the ability to take complex topics and distill them into digestible narratives.
* Strong understanding of and passion for fixed income and credit markets and security types.
* Strong academic credentials and achievement.
* High energy, self-motivated, creative and organized.
Attention to detail.
* Very strong excel and data management skills.
* Ability to collaborate and work well with others of varying functions globally (traders, market strategists, client advisors, etc) with varying credit experience.
Team-oriented mindset is a must.
Required Qualifications, Capabilities and Skills:
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:41
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J.P.
Morgan Asset & Wealth Management offers top-tier investment management and private banking solutions, managing $4 trillion in client assets.
Asset Management provides comprehensive strategies across asset classes, while Wealth Management aids team members, families, and foundations in achieving financial goals.
The Credit and Deposit CFO Team oversees financial analytics for Wholesale Lending, Mortgage, and Deposit products, ensuring accurate financial reporting.
The Product Control team ensures the integrity of financial results, collaborating with business partners and the CFO to resolve discrepancies and maintain accurate investor reporting.
As a Financial Analysis Associate within the Credit and Deposit (Banking) CFO Team, you will take ownership of monthly financials and management reporting for the Global Private Bank's Deposit business.
You will evaluate the financial impact of product economics, provide insights to CFOs, and continuously improve business practices through innovation and automation.
You will work closely with the front office to ensure transparency and address control issues to enhance efficiency.
Job responsibilities:
* Take ownership of monthly financials and management reporting of the Global Private Bank's ~250B Deposit business; including oversight of all financial reporting for deposits, monitoring activity throughout the month end close and providing management with regular updates on monthly performance and results
* Understand and evaluate the financial impact from the drivers of the Credit & Banking product economics including changes in the yield curve, Fed balance sheet actions, flows, product mix, pricing impacts, etc.
* Provide analytical insight into the business drivers that contribute to the financial results directly the CFOs of the respective businesses
* Improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
* Execute on ad-hoc requests and proactively gather the needed information accurately and efficiently
* Work with front office to provide transparency and key drivers that contribute to their financial results
* Challenge existing control operating model and identification of control issues/risks resulting in increased efficiency and implementation of effective control processes.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Business, Accounting, Finance or related degree
* 2+ years of experience
* Highly motivated and a fast learner - self-starter with strong initiative
* Pro-actively takes ownership of issues and executes through completion
* Analytical, detail-oriented and able to multi-task
* Able to work independently as well as in a team across global locations and multiple time zo...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:40
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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 s...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:40
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Maintain a strong and consistent control environment across Wholesale Lending Services (WLS) and execute Compliance & Operational Risk Evaluation (CORE) requirements.
Join our team as a Control Manager, Senior Associate, and help ensure a sustainable and disciplined end-to-end control environment for Wholesale Lending Services.
As a Control Manager Senior Associate within the Commercial & Investment Bank, you will be responsible for the end-to-end execution of CORE requirements and support all control-related efforts for WLS Operations and Client & Deal Support.
You will partner with stakeholders to identify and remediate control gaps, manage operational risk events, and ensure timely issue escalation and remediation.
Job Responsibilities:
* Evaluate and perform end-to-end analysis of the business' operational risk and control environment to identify significant gaps and weaknesses.
* Determine root causes of control issues and develop timely, sustainable solutions.
* Ensure controls are properly designed, operating effectively, and essential to a proactive risk and control culture.
* Perform ongoing analysis of program-related data (e.g., KRI/KPI) and develop ad-hoc reports to support business strategies.
* Assist with development of CORE documentation through process walkthroughs and deep dives with business units.
* Partner with stakeholders to support control breaks, resolutions, and operational risk events.
* Engage with legal, compliance, risk, audit, and technology control partners to manage regulatory and reputational risk.
* Support top-down risk analysis, real-time control issue detection, escalation, and remediation.
* Implement sound change management protocols and evaluation strategies.
* Synthesize large amounts of data to formulate appropriate conclusions and recommendations.
* Add unique aspects to this job here (e.g., specialized technology, business knowledge, governance travel requirements, and regional responsibilities).
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree or equivalent experience required.
* 5 years of experience in financial services industry with background in controls, audit, quality assurance, operational risk management, or compliance; or equivalent subject matter expertise in a relevant business-related function/operation.
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Visio); data analytics experience, using Excel, Access.
* Strong business knowledge and understanding of regulations.
* Excellent written and verbal communication skills with the ability to influence business leaders.
* Strong interpersonal, collaboration, and relationship-building skills.
* Ability to work autonomously, manage competing priorities, and adapt to shifting priorities in a fast-paced environment.
* Moderate level of independent decision-making using sound judgment.
* Solid critical th...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:38
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Fully supporting our customers' success requires a commitment to support the community's success.
The Community Manager role within the Community and Business Development organization will report to the Divisional Community & Business Development Manager in one of our five Consumer Banking Divisions.
This role will play a crucial role in supporting our commitment to our customers' success and the success of the community.
The broader team's focus is to grow One Chase business opportunities within underserved communities and across diverse segments.
The team will also create integrated, actionable financial health roadmaps to help our communities thrive.
As a Vice President - Community Manager in Consumer Bank, you will work in the field, develop a community outreach and engagement program, and collaborate with various teams within Chase to ensure your local community benefits from the full suite of resources we have to offer.
You will be responsible for growing One Chase business opportunities within underserved communities and diverse segments, creating integrated and actionable financial health roadmaps, and building relationships to ensure financial education and product solutions are accessible to all within your assigned community.
Job responsibilities
* Develop a community outreach and engagement program that builds community relationships with proven ability to make business development calls (70% external, 30% internal)
* Leverage national community playbook (i.e., activation plan) to engage the community in a meaningful way, and complimenting the curriculum with local programing and events to host in branches
* Build and manage the community engagement calendar, facilitate (and/or co-facilitate) regular financial health workshops, Chase Chats and community events in the branch
* Own execution of the events end to end from event outreach, in-branch awareness, customer and community enrollment
* Report results based on event surveys to inform national community teams on opportunities for improvement
* Partner with Branch Managers, Bankers and OneChase Partners on customer engagement, referrals from events and adoption of financial product solutions, and with Global Philanthropy to ensure a collaborative approach to events
* Act as a Culture Carrier and steward of inclusion in the branches by supporting employee development and BRG partnership
Required qualifications, capabilities, and skills
* Proven leadership experience with ability to influence across the firm and in the community
* Heavily organized and with strong event coordination and project management skills
* Ability to build strong relationships with clients, peers, partners and contacts
* Executive presence with strong presentation skills in small and large / public group settings
* Self-starter with a proactive approach, strong time management and prioritization skills and a passionate, authentic, and bold team ...
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Type: Permanent Location: Lehigh Acres, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:38
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Description
Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team.
This role offers a unique opportunity to enhance your career by working closely with operations, financial controllers, and external partners.
You'll be at the forefront of ensuring smooth fund servicing operations while contributing to process improvements.
Embrace the chance to grow your skills in a supportive environment that values innovation and collaboration.
As a Fund Servicing Associate Iwithin JPMorganChase, you will play a pivotal role in enhancing our operational services related to fund accounting and administration.
Your work will have a meaningful impact within our department, as you apply your broad knowledge of fund servicing principles and practices to perform diverse activities requiring analysis and judgement.
With your advanced emotional intelligence, you will build trusting relationships with peers, managers, and stakeholders, fostering a collaborative environment.
Your continuous improvement mindset will drive you to propose and implement improvements to our current working methods, contributing to the efficiency and resilience of our operating platform.
Job responsibilities
* Manage all client queries in relation to ETF Basket Valuations.
* Participate in industry working groups and initiatives.
* Stay updated on developments in the broader ETF ecosystem.
* Reconcile accurately and efficiently against all core controls and procedures for all relevant ETF deliveries.
* Develop new ways to enhance our operating model and work directly with tech teams to implement risk-reducing processes.
* Execute routine transactions related to fund servicing, ensuring accuracy and compliance with established policies and procedures.
* Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations.
* Foster a collaborative environment by leveraging emotional intelligence skills to build trusting relationships with peers, managers, and stakeholders.
* Propose and implement improvements to current working methods, contributing to the efficiency and resilience of our operating platform.
Required qualifications, capabilities, and skills
* Demonstrated expertise in fund servicing operations, with at least one plus year of experience focusing on basket operations or fund accounting, evidenced by successful execution of related tasks and responsibilities.
* Advanced emotional intelligence skills, with a track record of building trusting relationships and fostering collaboration in a professional setting.
* Experience in proposing and implementing process improvements, with a focus on enhancing efficiency and resilience in an operational environment.
* Proven ability to apply active listening and questioning techniques to understand and address client needs effectively.
* Strong managerial skills.
* Strong analytical, p...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:37
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
The Chief Data & Analytics Office (CDAO) at JPMorgan Chase is responsible for accelerating the firm's data and analytics journey.
This includes ensuring the quality, integrity, and security of the company's data, as well as leveraging this data to generate insights and drive decision-making.
The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management effectively and responsibly .
As a Senior Lead Software Engineer at JPMorgan Chase within the Chief Data Analytics Office - AIML Data Platforms Team, you will play a pivotal role in developing and delivering cutting-edge technology products that are secure, stable, and scalable.
You will work within an agile team to solve complex cloud data platform challenges, leveraging your expertise in software engineering, cloud technologies, and data platforms.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Solves the companies most challenging cloud data platform problems by building innovative technical solutions around Data Lake Tools.
* Designs, implements, and maintains a managed AWS Databricks platform, and provides engineering and operational support for the platform to SRE and app teams.
* Performs platform design, set-up and configuration, workspace administration, resource monitoring, providing engineering support to data engineering teams, Data Science/ML, and Application/integration teams.
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on experience with Python and/or Java application program development with use of automated unit testing
* Hands-on practical experience delivering system design, application development, testing, and operational stabi...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:37
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Take charge of the contract management process for J.P.
Morgan's diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts.
As the Contract Specialist within JP Morgan's Asset Management you are an accountable member of the US Intermediary Contract team with primary responsibility for the contract management process - approval, negotiations and administration for the J.P.
Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF, Alternatives and Managed Account businesses.
This includes responsibility for the approval process, administration, preparation, and negotiation of contracts, coordination of due diligence, and responsibility for processes and controls relating to the timely completion of contracts.
These contracts play a critical role in enabling business growth and maintaining relationships with our Intermediary partners.
This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines ( US Funds, Institutional, Global Liquidity, Separately Managed Account businesses) .
Job responsibilities
* Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process
* Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool.
Maintenance and ownership of department contract procedures
* Partner with internal legal - running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process
* Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately
* Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds' distribution partners
* Work independently or in coordination with internal sales team to address client inquiries and respond to information requests
* Become the agreement expert; fully understand how J.P.
Morgan Funds conducts business across various sales channels and client segments
Required qualifications, capabilities, and skills
* Bachelor's degree required
* Experience in asset management, compliance, or legal
* Strong time, project management, and organizational skills in deadline-driven environments
* Motivated self-starter focused on client service, ab...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:36
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The Chief Data & Analytics Office (CDAO) at JPMorgan Chase is responsible for accelerating the firm's data and analytics journey.
This includes ensuring the quality, integrity, and security of the company's data, as well as leveraging this data to generate insights and drive decision-making.
The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management effectively and responsibly.
This role offers the unique opportunity to explore novel and complex challenges that could profoundly transform how the bank operates.
As a Machine Learning Director, you will have the opportunity to apply sophisticated machine learning methods to complex tasks including natural language processing, speech analytics, time series, reinforcement learning and recommendation systems.
You will collaborate with various teams and actively participate in our knowledge sharing community.
We are looking for someone who excels in a highly collaborative environment, working together with our business, technologists and control partners to deploy solutions into production.
If you have a strong passion for machine learning and enjoy investing time towards learning, researching and experimenting with new innovations in the field, this role is for you.
We value solid expertise in Deep Learning with hands-on implementation experience, strong analytical thinking, a deep desire to learn and high motivation.
Job Responsibilities
* Research and explore new machine learning methods through independent study, attending industry-leading conferences, experimentation and participating in our knowledge sharing community
* Develop state-of-the art machine learning models to solve real-world problems and apply it to tasks such as natural language processing (NLP), speech recognition and analytics, time-series predictions or recommendation systems
* Collaborate with multiple partner teams such as Business, Technology, Product Management, Legal, Compliance, Strategy and Business Management to deploy solutions into production
* Drive Firm wide initiatives by developing large-scale frameworks to accelerate the application of machine learning models across different areas of the business
Required qualifications, capabilities, and skills
* PhD in a quantitative discipline, e.g.
Computer Science, Electrical Engineering, Mathematics, Operations Research, Optimization, or Data Science Or an MS with at least 7 years of industry or research experience in the field.
* Solid background in NLP or speech recognition and analytics, personalization/recommendation and hands-on experience and solid understanding of machine learning and deep learning methods
* Extensive experience with machine learning and deep learning toolkits (e.g.: TensorFlow, PyTorch, NumPy, Scikit-Learn, Pandas...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:36
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As a Lead Software Engineer at JPMorgan Chase within the Lending Innovation product, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Lead a team of 6-8 engineers with a strong focus on Java and AWS technologies, ensuring effective collaboration and communication
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others for quality assurance.
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external partners and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification in software engineering concepts with 5+ years of applied experience
* Hands on experience with Java,J2EE, Sprint/Spring boot, AWS services, including ECS, EKS, S3, SQS, Lambda, EventBridge, SNS and related technologies
* Strong familiarities with micro-service designs and proficient in all aspects of the Software Development Life Cycle
* Deep technical knowledge of utilizing frameworks to deliver applications, and being able to dive deep into code implementations
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced understanding of agile methodologies
* Proficient in implementing Continuous Integration and Continuous Deployment practices to streamline software development processes, enhance collaboration, and ensure rapid delivery of high-quality software products.
* Skilled in designing and developing applications with robust resiliency features, ensuring they can withstand and recover from failures, maintain availability, and provide consistent performance under varying conditions.
* Proficient in integrating security measures within the software development lifecycle, including threat modeling, vulnerability assessment, and implementing best practices to safeguard applications against potential securi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:35
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking Connected Commerce team, you will play a crucial role in an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* 5+ of development experience in Java
* 2+ years of experience with AWS
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s)
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Experience with Docker, Kubernetes, OpenShift
* Experience with Terraform, CloudFormation
* Experience with Prometheus, Grafana, Splunk, ELK Stack.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:35
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within Consumer and Community Banking, you will be a seasoned member of an agile team, tasked with designing and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
Your responsibilities include implementing critical technology solutions across multiple technical domains, supporting various business functions to achieve the firm's objectives.
Job responsibilities
* Executes software solutions, design, development of test automation frameworks.
* Design, develop, and maintain automated test scripts using Selenium WebDriver (with Java, Python, C#, etc.).
* Collaborate with QA, development, and business teams to understand requirements and create effective test plans.
* Execute automated test cases and analyze results.
* Enhance Automation framework and ensure frameworks are reusable and scalable.
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene.
* Contributes to software engineering communities of practice and events that explore new and emerging technologies.
* Adds to team culture of diversity, opportunity, inclusion, and respect.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Proficiency in test automation tools (e.g., Selenium, JUnit, TestNG).
* Experience in designing and developing robust test automation frameworks.
* Ability to create efficient, reliable, and reusable test scripts.
* Experience in implementing testing strategies early in the development process.
* Experience in integrating automated tests into CI/CD workflows.
* Experience in using Cucumber for behavior-driven development (BDD) and test automation.
* Proven experience in UI automation testing, specifically for Salesforce applications.
* Strong ability to write and optimize dynamic XPath expressions for identifying and interacting with web elements.
* Ability to triage and debug code to identify and resolve issues in automation scripts and frameworks.
* Ability to collaborate with developers to ensure testability of code.
Preferred qualifications, capabilities, and skills
* Selenium WeDriver, TestNG, JUnit framework, Salesforce
* Exposure to cloud technologies
* Ability to identify potential issues early in the development process.
* Strong analytical skills to troubleshoot and resolve testing issues.
* Knowledge of RESTful and SOAP APIs.
* Experience with Agile and DevOps methodologies.
* Experience or working knowledge of CRM platforms, particularly Salesforce, is considered an asset.
Chase is a leading financial services firm, helping nearly half of America's...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:34
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Job Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any othe...
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Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:33
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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: Farmington, US-MI
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:33
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Investment Banking Family Coverage Group - Vice President
J.P.
Morgan's IB Family Coverage Group (FCG) is a coverage group in the Commercial & Investment Bank (CIB), focused on ultra-high net worth families and their Family Investment Firms.
FCG is part of the broader Strategic Investors Group in the Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds.
Within FCG, the mission is to become the trusted advisor and the preeminent provider of Investment Banking Services to families, family investment firms and their portfolio companies, and to provide this important client group the same consistent and focused coverage that is provided to our top corporate and financial sponsor clients.
Job Summary
The Vice President will play a central role within the IB Family Coverage Group in all aspects of client coverage of family investment firms, coordination across the Investment Bank, Commercial Bank and Private Bank, as well as Mergers & Acquisitions, debt and equity capital markets transaction execution.
As a seasoned Investment Banking professional, you'll have experience developing strong relationships with family investment firm clients, driving origination of Investment Banking transactions and working as a key partner to coordinate across the IB's broader coverage, industry and product groups.
You'll work on deals and transactions across the spectrum of Investment Banking products, including Mergers & Acquisitions, divestitures of family investment firm portfolio companies, restructurings, loans, institutional debt and equity capital raises.
Job Responsibilities
* Coordinating broader Family Investment Firm coverage with Investment Banking, Commercial Banking and Private Banking partners
* Driving the sourcing of new Investment Banking transactions, across Mergers & Acquisitions, debt and equity capital markets products
* Focusing as an Investment Banking lead in joint coverage of Family Investment Firms with both senior bankers (Global Chairs and/or Vice Chairs) and junior bankers
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytical work of junior bankers to move marketing / execution process forward
* Refining marketing / execution materials for maximum client impact
* Overseeing the creation of financial projection models in a financing and/or strategic capacity
* Leading client negotiations, Q&A process and broader diligence with family investment firms and their portfolio companies as part of transactions
Required Qualifications, Capabilities & Skills
* Prior work experience in an Investment Banking front office role, including strong historical client interaction
* Ability to comfortably liaise and communicate with clients in a professional and mature manner
* Extensive self-starter, who is highly proactive and focused on bot...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:32
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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
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:32
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Downingtown, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:31
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:31
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Acworth, US-GA
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:30
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Join JPMorgan Chase's Risk Management and Compliance team, where your expertise will help us anticipate and navigate emerging risks.
As part of the Model Risk Governance and Review (MRGR) team, you'll conduct independent model validation and governance activities to mitigate Model Risk.
This role offers exposure to a variety of modeling techniques and frequent interaction with top professionals in the firm.
Your knowledge will be instrumental in shaping business strategy and safeguarding the firm.
they could impact business decisions.
As a Risk Management - Model Risk Program Associate within the Risk Management and Compliance team, you will be at the center of keeping JPMorgan Chase strong and resilient.
You will 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.
Being part of the Model Risk Governance and Review (MRGR) team, you will be involved in independent model validation and governance activities, helping to identify, measure, and mitigate Model Risk in the firm.
This role offers you the opportunity to expand your knowledge of different modeling techniques, their unique limitations, and use that knowledge to shape business strategy and protect the firm.
Job Responsibilities
* Set standards for robust qualitative model development practices and enhance them as needed to meet evolving industry standards
* Evaluate adherence to development standards including soundness of design, reasonableness of assumptions, reliability of inputs, completeness of testing, correctness of implementation, and suitability of performance metrics
* Identify weaknesses, limitations, and emerging risks through independent testing, building benchmarks, and ongoing monitoring activities
* Communicate risk assessments and findings to stakeholders, and document in high quality technical reports
* Assist the firm in maintaining (i) appropriateness of ongoing qualitative model usage, and (ii) the level of aggregate model risk within risk appetite
Required qualifications, capabilities and skills
* Master's degree in business, finance, economics or accounting.
* 2 plus years of experience in a business modeling role.
Candidates with significantly more experience may be considered for more senior roles
* Strong communication skills verbally and particularly in writing, with the ability to interface with other functional areas in the firm on model-related issues and write high quality technical reports
* Risk and control mindset: ability to ask incisive questions, assess materiality of model issues, and escalate issues appropriately
* Understanding of Python, R, or equivalent
* Understanding of statistics and machine learning techniques
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, sma...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-21 07:14:30
