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SUMMARY
The Administrator is responsible for the overall daily management and operation of the clinic.
The Administrator reports directly to first line regional operational management which may be an Area Director, Regional Director, or Vice President of Operations, depending on the region/demographics.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties and tasks may be assigned.
GROWTH • Develop and implement processes for program growth in accordance with Company goals.
• Plan/coordinate patient scheduling to assure timely acceptance of patients and effective staffing levels.
• Implement clinical and operational processes to improve patient health and minimize hospitalizations and missed treatments.
• Achieve financial targets to include budget, labor costs, supply costs and expenditures.
OUTCOMES • Review all incident reports; make recommendations and take action relative to incidents as appropriate; report at monthly QAPI meeting.
• Promote quality management program through education and involvement of staff and patients in outcomes as well as overall responsibility to achieve corporate goals for quality.
Leads QAPI meetings and quality improvement committees.
• Coordinate the functions of all departments and develop standards and methods of measuring patient care services, including a chronological record of services provided to patients as required by the ESRD Network Coordinating Council and Medicare.
• Work with staff to maintain chronological, thorough, and appropriate documentation in the patient record of all treatments, activities, and communication with the patient, physician and other healthcare professionals.
• Achieve program's target goals for patient outcomes in accordance with quality patient care and Company goals.
OPERATIONAL READINESS
• Knowledge of and remain current with federal, state, local laws and regulations, including health care professionals practice act requirements.
• Assure that the clinic is in compliance with all applicable federal, state, and local laws and regulations and receives continuing certification from all statutory and regulatory agencies.
• Develop, implement and follow up necessary Corrective Action Plans for internal and external surveys.
• May assume Charge Nurse's responsibilities as needed.
• Responsible for duties listed in Registered Supervising Nurse job description and nursing services policy # C-AD-0110 or must designate Registered Nurse meeting these qualifications.
• May fulfill responsibility of facility CEO as delegated by Governing Body.
• Conduct and/or participate in both formal and informal meetings with the governing body, Regional Director, Medical Director and the staff.
Assure that appropriate staff meetings, in-service education meetings, and team patient care planning meetings are held monthly.
Assure that Quality Assessment & Performance Improvement Program is current at all times.
• Establish, maintain, and...
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Type: Permanent Location: Toledo, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:28
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SUMMARY
The Administrator is responsible for the overall daily management and operation of the clinic.
The Administrator reports directly to first line regional operational management which may be an Area Director, Regional Director, or Vice President of Operations, depending on the region/demographics.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties and tasks may be assigned.
GROWTH • Develop and implement processes for program growth in accordance with Company goals.
• Plan/coordinate patient scheduling to assure timely acceptance of patients and effective staffing levels.
• Implement clinical and operational processes to improve patient health and minimize hospitalizations and missed treatments.
• Achieve financial targets to include budget, labor costs, supply costs and expenditures.
OUTCOMES • Review all incident reports; make recommendations and take action relative to incidents as appropriate; report at monthly QAPI meeting.
• Promote quality management program through education and involvement of staff and patients in outcomes as well as overall responsibility to achieve corporate goals for quality.
Leads QAPI meetings and quality improvement committees.
• Coordinate the functions of all departments and develop standards and methods of measuring patient care services, including a chronological record of services provided to patients as required by the ESRD Network Coordinating Council and Medicare.
• Work with staff to maintain chronological, thorough, and appropriate documentation in the patient record of all treatments, activities, and communication with the patient, physician and other healthcare professionals.
• Achieve program's target goals for patient outcomes in accordance with quality patient care and Company goals.
OPERATIONAL READINESS
• Knowledge of and remain current with federal, state, local laws and regulations, including health care professionals practice act requirements.
• Assure that the clinic is in compliance with all applicable federal, state, and local laws and regulations and receives continuing certification from all statutory and regulatory agencies.
• Develop, implement and follow up necessary Corrective Action Plans for internal and external surveys.
• May assume Charge Nurse's responsibilities as needed.
• Responsible for duties listed in Registered Supervising Nurse job description and nursing services policy # C-AD-0110 or must designate Registered Nurse meeting these qualifications.
• May fulfill responsibility of facility CEO as delegated by Governing Body.
• Conduct and/or participate in both formal and informal meetings with the governing body, Regional Director, Medical Director and the staff.
Assure that appropriate staff meetings, in-service education meetings, and team patient care planning meetings are held monthly.
Assure that Quality Assessment & Performance Improvement Program is current at all times.
• Establish, maintain, and...
....Read more...
Type: Permanent Location: Muncie, US-IN
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:28
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USRC's greatest strength in being a leader in the dialysis industry is our ability to recognize and celebrate the differences in our diverse workforce.
We strongly believe in recruiting top talent and creating a diverse and inclusive work climate and culture at all levels of our organization.
The Biomedical Technician is responsible for overseeing the overall operational condition, maintenance and repair of all water treatment equipment, all medical equipment and mechanical/electrical systems to ensure patient safety and the safety of all staff operating such equipment for their assigned clinic(s).
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties and tasks may be assigned.
* Demonstrate effective use of supplies and staff labor hours.
* Assist with purchasing as needed: place orders, perform weekly and month end inventory counts.
* Be familiar with the overall procedures used in Inventory Control (FIFO) and assist in the documentation and control of excess inventory.
* Perform duties as assigned to meet the patient care or operational needs of the clinic.
* Troubleshoot, repair and maintain equipment as recommended by the manufacturer.
* Repair, calibrate, test, clean and disinfect dialysis machines, water distribution loop and RO's according to protocol.
* Perform water quality checks to include but not limited to: free chlorine, total chlorine, and water hardness testing.
* Perform safety checks and tests on all pretreatment water equipment including but not limited to carbon tanks, water softeners, RO units, UV lamps and ultrafilters.
* Collect samples of RO water and dialysate for microbiology testing according to protocol.
* Collect water samples for AAMI analysis testing according to protocol.
* Disinfection of central bicarbonate system and mixing tank according to protocol.
* Disinfection of RO, distribution system, and hemodialysis machines according to protocol.
* Perform duties at all times within limitations established by and in accordance with company policy and procedures, applicable state and federal laws and regulations.
* Perform electrical safety on dialysis machines and related equipment.
* Be familiar with instruction manuals and operation for equipment in accordance with manufacturer's recommendations.
Be capable of starting up and shutting down facility's equipment if necessary.
* Maintain established preventative maintenance programs and required support documentation.
* Maintain accurate maintenance records for the facility's equipment.
* Have knowledge of the function and safe operation of water treatment equipment and related mechanical and electrical systems.
* Address physical environment issues which could impact patient and staff safety.
* Mix bicarbonate solution according to protocol.
Mix acid concentrate solution according to protocol.
* Assist in receiving, storing and stocking o...
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Type: Permanent Location: Oneida, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:27
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USRC's greatest strength in being a leader in the dialysis industry is our ability to recognize and celebrate the differences in our diverse workforce.
We strongly believe in recruiting top talent and creating a diverse and inclusive work climate and culture at all levels of our organization.
The Biomedical Technician is responsible for overseeing the overall operational condition, maintenance and repair of all water treatment equipment, all medical equipment and mechanical/electrical systems to ensure patient safety and the safety of all staff operating such equipment for their assigned clinic(s).
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties and tasks may be assigned.
* Demonstrate effective use of supplies and staff labor hours.
* Assist with purchasing as needed: place orders, perform weekly and month end inventory counts.
* Be familiar with the overall procedures used in Inventory Control (FIFO) and assist in the documentation and control of excess inventory.
* Perform duties as assigned to meet the patient care or operational needs of the clinic.
* Troubleshoot, repair and maintain equipment as recommended by the manufacturer.
* Repair, calibrate, test, clean and disinfect dialysis machines, water distribution loop and RO's according to protocol.
* Perform water quality checks to include but not limited to: free chlorine, total chlorine, and water hardness testing.
* Perform safety checks and tests on all pretreatment water equipment including but not limited to carbon tanks, water softeners, RO units, UV lamps and ultrafilters.
* Collect samples of RO water and dialysate for microbiology testing according to protocol.
* Collect water samples for AAMI analysis testing according to protocol.
* Disinfection of central bicarbonate system and mixing tank according to protocol.
* Disinfection of RO, distribution system, and hemodialysis machines according to protocol.
* Perform duties at all times within limitations established by and in accordance with company policy and procedures, applicable state and federal laws and regulations.
* Perform electrical safety on dialysis machines and related equipment.
* Be familiar with instruction manuals and operation for equipment in accordance with manufacturer's recommendations.
Be capable of starting up and shutting down facility's equipment if necessary.
* Maintain established preventative maintenance programs and required support documentation.
* Maintain accurate maintenance records for the facility's equipment.
* Have knowledge of the function and safe operation of water treatment equipment and related mechanical and electrical systems.
* Address physical environment issues which could impact patient and staff safety.
* Mix bicarbonate solution according to protocol.
Mix acid concentrate solution according to protocol.
* Assist in receiving, storing and stocking o...
....Read more...
Type: Permanent Location: Honolulu, US-HI
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:26
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SUMMARY
The Clinical Research Coordinator (CRC) is responsible for the coordination of daily clinical trial activities.
USRC has a research Partnership with the principal investigator (PI) and their physician practice.
The local oversight and direction for activities related to the conduct of the clinical research is directed by the PI.
The CRC will work collaboratively with the principal investigator (PI), the Sr.
Clinical Research Coordinator (SCRC), the clinical site, sponsor(s), clinical research organization(s) (CROs), institutional review boards (IRBs), and study participants to ensure Execution of the clinical trial in accordance with the Study Protocol, the Food and Drug Administration (FDA), International Council for Harmonization of Technical Requirements for Pharmaceuticals for Human Use (ICH) and applicable state and local regulations.
The CRC will assist the PI in protecting the rights, safety and welfare of all study participants.
Essential Duties and Responsibilities include the following.
Other duties and tasks may be assigned.
* Coordinate all aspects of participant care from screening through study completion as defined by the protocol and PI delegation.
* Ensure and document that the informed consent process has occurred properly according to the Code of Federal Regulations (45 CFR part 46).
* Assist in the process of maintaining and updating each study participant's source records, including collection of medical history, assessment of eligibility and documentation of all study related procedures and relevant information.
* Promptly report adverse events, protocol deviations and unanticipated problems involving risk to human subjects or others to the PI, the Sponsor, the IRB and in accordance with the Federal Code of Regulations (21 CFR 312), with assistance as applicable.
* Ensure thorough, individualized, protocol-based study subject education on all study processes including but not limited to informed consent, study participation obligations, appropriate use of investigational product (IP), IP side effects and safety, communication with study staff and research rights.
* Provide timely and accurate exchange of participant information with the PI and research team as it pertains to study conduct and patient safety.
* Adhere to the Health Insurance Portability and Accountability Act (HIPAA Privacy Rule) and protect participant confidentiality at all times.
* Dispense, administer and instruct participants on proper use of the investigational product (IP) in accordance with the protocol, coordinator's scope of practice and at the direction of the PI, with assistance as needed.
* Collaborate with the USRC clinical team.
Participate in trial implementation, and ensure compliance with the study protocol by our clinical partners, with assistance as needed.
* Perform accurate and timely data collection, source documentation, and entry into the USRC databases and sponsor Case R...
....Read more...
Type: Permanent Location: Fort Myers, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:25
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SUMMARY
The Clinical Research Coordinator (CRC) is responsible for the coordination of daily clinical trial activities.
USRC has a research Partnership with the principal investigator (PI) and their physician practice.
The local oversight and direction for activities related to the conduct of the clinical research is directed by the PI.
The CRC will work collaboratively with the principal investigator (PI), the Sr.
Clinical Research Coordinator (SCRC), the clinical site, sponsor(s), clinical research organization(s) (CROs), institutional review boards (IRBs), and study participants to ensure Execution of the clinical trial in accordance with the Study Protocol, the Food and Drug Administration (FDA), International Council for Harmonization of Technical Requirements for Pharmaceuticals for Human Use (ICH) and applicable state and local regulations.
The CRC will assist the PI in protecting the rights, safety and welfare of all study participants.
Essential Duties and Responsibilities include the following.
Other duties and tasks may be assigned.
* Coordinate all aspects of participant care from screening through study completion as defined by the protocol and PI delegation.
* Ensure and document that the informed consent process has occurred properly according to the Code of Federal Regulations (45 CFR part 46).
* Assist in the process of maintaining and updating each study participant's source records, including collection of medical history, assessment of eligibility and documentation of all study related procedures and relevant information.
* Promptly report adverse events, protocol deviations and unanticipated problems involving risk to human subjects or others to the PI, the Sponsor, the IRB and in accordance with the Federal Code of Regulations (21 CFR 312), with assistance as applicable.
* Ensure thorough, individualized, protocol-based study subject education on all study processes including but not limited to informed consent, study participation obligations, appropriate use of investigational product (IP), IP side effects and safety, communication with study staff and research rights.
* Provide timely and accurate exchange of participant information with the PI and research team as it pertains to study conduct and patient safety.
* Adhere to the Health Insurance Portability and Accountability Act (HIPAA Privacy Rule) and protect participant confidentiality at all times.
* Dispense, administer and instruct participants on proper use of the investigational product (IP) in accordance with the protocol, coordinator's scope of practice and at the direction of the PI, with assistance as needed.
* Collaborate with the USRC clinical team.
Participate in trial implementation, and ensure compliance with the study protocol by our clinical partners, with assistance as needed.
* Perform accurate and timely data collection, source documentation, and entry into the USRC databases and sponsor Case R...
....Read more...
Type: Permanent Location: Toledo, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:25
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SUMMARY
The Acute Registered Nurse provides acute dialysis care and treatment to patients within a hospital environment.
This position performs duties as assigned by the Charge Nurse or Acute Manager, including assisting and supervising Patient Care Technicians and Licensed Vocational Nurses.
Acute nurses may report directly to an Acute Manager, Administrator or the first line of regional operational management which may be an Area Director, Regional Director, or Vice President of Operations, depending on the region/demographics.
Essential Duties and Responsibilities include the following.
Other duties and tasks may be assigned.
GROWTH
• Assist with clinical and operational processes to improve patient health and minimize hospitalizations and rehospitalization.
• Ensure patient and treatment charge information and other related data are accurate and submitted appropriately.
• Demonstrate effective use of supplies and staff labor hours.
• May participate in inventory management, including end-of-month inventory reporting and adherence to company purchasing protocols.
• Perform duties as assigned to meet the patient care or operational needs.
OUTCOMES
• Administer medications as ordered by the physician..
• Provide patient education and follow up as needed.
• Assist with program's target goals in meeting quality metrics for patient outcomes in accordance with quality patient care and Company goals.
OPERATIONAL
READINESS
• Knowledge of and comply with federal, state, local laws and regulations, including health care professionals practice act requirements.
• Perform duties at all times within limitations established by and in accordance with company policy and procedures, hospital policy, applicable state and federal laws and regulations.
• Complete water quality verification and equipment safety checks prior to each treatment, to include second verification as required.
• Complete pre and post treatment physical assessments.
• Complete pre and post Handoff Communication with hospital nurses.
• Initiate and terminate patient treatments to include connecting and disconnecting catheters and cleaning catheter sites.
• Set up dialysis machines; report machine problems to biomedical technician and/or Acute Manager as appropriate.
• Clean, disinfect and provide quality control of dialysis machines as required by policy and procedures.
• Participate in infection control monitoring, implementation, and recording as requested.
• Use personal protective equipment as necessary.
• Be familiar with emergency equipment and all emergency operational procedures, as required by hospital.
OPERATIONAL
READINESS
(cont.)
• Demonstrate effective staffing based on acuity, skill mix and company guidelines.
• Ensure provision of dialysis related services such as Hemodialysis, Peritoneal dialysis, Continuous Renal Replacement Therapy (CRRT) and Plasmapheresis (TPE) if contracted to do so.
• Partici...
....Read more...
Type: Permanent Location: Utica, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:24
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USRC's greatest strength in being a leader in the dialysis industry is our ability to recognize and celebrate the differences in our diverse workforce.
We strongly believe in recruiting top talent and creating a diverse and inclusive work climate and culture at all levels of our organization.
The Administrative Assistant is responsible for clerical and administrative support for assigned department/operation.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties and tasks may be assigned.
* May coordinate/update schedule(s) and travel arrangements under the direction of the supervisor.
* Greets staff, patients, visitors and vendors in a professional and courteous manner.
* May assist in auditing records for ongoing compliance with records standards.
* Performs duties at all times within limitations established by and in accordance with company policy and procedures, applicable state and federal laws and regulations.
* Updates and maintains department records in complete, accurate and neat manner.
Maintains confidentiality of department records per department protocol.
* Prepares departmental reports as needed.
Prepares presentations and database/spreadsheet applications as assigned.
* Prepares and sends any correspondence needed by staff in a professional and efficient manner.
* Completes forms and reports that are required by company and governmental agencies.
* Monitors office supplies and reorder if necessary/applicable.
Sorts mail and reports.
* Use appropriate safety measures including personal protective equipment as necessary.
* Be familiar with all emergency operational procedures.
* Regular and reliable attendance is required for the job.
....Read more...
Type: Permanent Location: Jonesboro, US-AR
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:24
-
SUMMARY
The Acute Registered Nurse provides acute dialysis care and treatment to patients within a hospital environment.
This position performs duties as assigned by the Charge Nurse or Acute Manager, including assisting and supervising Patient Care Technicians and Licensed Vocational Nurses.
Acute nurses may report directly to an Acute Manager, Administrator or the first line of regional operational management which may be an Area Director, Regional Director, or Vice President of Operations, depending on the region/demographics.
Essential Duties and Responsibilities include the following.
Other duties and tasks may be assigned.
GROWTH
• Assist with clinical and operational processes to improve patient health and minimize hospitalizations and rehospitalization.
• Ensure patient and treatment charge information and other related data are accurate and submitted appropriately.
• Demonstrate effective use of supplies and staff labor hours.
• May participate in inventory management, including end-of-month inventory reporting and adherence to company purchasing protocols.
• Perform duties as assigned to meet the patient care or operational needs.
OUTCOMES
• Administer medications as ordered by the physician..
• Provide patient education and follow up as needed.
• Assist with program's target goals in meeting quality metrics for patient outcomes in accordance with quality patient care and Company goals.
OPERATIONAL
READINESS
• Knowledge of and comply with federal, state, local laws and regulations, including health care professionals practice act requirements.
• Perform duties at all times within limitations established by and in accordance with company policy and procedures, hospital policy, applicable state and federal laws and regulations.
• Complete water quality verification and equipment safety checks prior to each treatment, to include second verification as required.
• Complete pre and post treatment physical assessments.
• Complete pre and post Handoff Communication with hospital nurses.
• Initiate and terminate patient treatments to include connecting and disconnecting catheters and cleaning catheter sites.
• Set up dialysis machines; report machine problems to biomedical technician and/or Acute Manager as appropriate.
• Clean, disinfect and provide quality control of dialysis machines as required by policy and procedures.
• Participate in infection control monitoring, implementation, and recording as requested.
• Use personal protective equipment as necessary.
• Be familiar with emergency equipment and all emergency operational procedures, as required by hospital.
OPERATIONAL
READINESS
(cont.)
• Demonstrate effective staffing based on acuity, skill mix and company guidelines.
• Ensure provision of dialysis related services such as Hemodialysis, Peritoneal dialysis, Continuous Renal Replacement Therapy (CRRT) and Plasmapheresis (TPE) if contracted to do so.
• Partici...
....Read more...
Type: Permanent Location: Cedar Rapids, US-IA
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:23
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USRC's greatest strength in being a leader in the dialysis industry is our ability to recognize and celebrate the differences in our diverse workforce.
We strongly believe in recruiting top talent and creating a diverse and inclusive work climate and culture at all levels of our organization.
SUMMARY
The .Net Developer will be responsible for building and enhancing our in-house applications using C#
and VC++, including anything from back-end services to their Front End interfaces.
The .Net
Developer will primarily be responsible for designing and developing various modules and
coordinating with the rest of the team working on different layers of the applications.
A commitment
to collaborative problem solving, sophisticated design and quality product are essential in this position.
Essential Duties and Responsibilities include the following.
Other duties and tasks may be assigned.
* Translate application user stories and use cases into functional application modules
* Design, build, and maintain efficient, reusable, and reliable C# and VC++ code
* Ensure the best possible performance, quality, and responsiveness of applications
* Identify bottlenecks and bugs, and devise solutions to these problems
* Develop new tools/modules which improve productivity of Clinicians thus improving quality of patient care
* Enhance various analytics software components enabling better revenue collection
* Stay plugged into emerging technologies/industry trends and apply them in providing efficient operational software solutions
* Enhance our current iOS and Android applications, used by our field personnel and physicians, to include new functionalities improving patient care
* Data Modeling to ensure solutions cover various Business and Operation scenarios
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:22
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This is a rare opportunity to help shape the future of our Private Bank.
With the sponsorship from the CEO and the heads of the business, our goal is to create an Agentic Private Bank - reimagining the entire process from start to finish, rethinking the operating model including organizational structures and developing AI agents equipped with the latest tools and technologies to fundamentally reshape how we perform this business.
Join our dynamic team of innovators and technologists as a Senior Applied AI/ML Associate , where your mission will be to revolutionize how the Bank services and advises clients, deepen client engagements, and drive process transformation.
You will analyze existing processes and vast amounts of data to design autonomous AI agents.
We seek individuals passionate about leveraging advanced data analysis, statistical modeling, and AI/ML techniques to solve complex business challenges through high-quality, cloud-centric software delivery.
Our culture thrives on experimentation, continuous improvement, and learning.
You will work in a collaborative, trusting, and intellectually stimulating environment-one that values diversity of thought and fosters creative solutions that serve the best interests of our global clientele.
Job Responsibilities
* Develop and implement GenAI and Agentic AI solutions using Python to enhance automation and decision-making processes.
* Collaborate with internal stakeholders to identify business needs and develop NLP/ML solutions that address client needs and drive transformation.
* Apply large language models (LLMs), machine learning (ML) techniques, and statistical analysis to enhance informed decision-making and improve workflow efficiency, which can be utilized across investment functions, client services, and operational process.
* Collect and curate datasets for model training and evaluation.
* Perform experiments using different model architectures and hyperparameters, determine appropriate objective functions and evaluation metrics, and run statistical analysis of results.
* Monitor and improve model performance through feedback and active learning.
* Collaborate with technology teams to deploy and scale the developed models in production.
* Deliver written, visual, and oral presentation of modeling results to business and technical stakeholders.
* Stay up-to-date with the latest research in LLM, ML and data science.
Identify and leverage emerging techniques to drive ongoing enhancement.
Required qualifications, capabilities, and skills
* Advanced degree (MS or PhD) in a quantitative or technical discipline or significant practical experience in industry.
* Minimum of 4 years of experience in applying NLP, LLM and ML techniques in solving high-impact business problems, such as semantic search, information extraction, question answering, summarization, personalization, classification or forecasting.
* Advanced python programming...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:20
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager for Merchant Services Reporting Solutions, you will be responsible for defining and executing the product strategy and roadmap for our reporting tools.
You will collaborate with cross-functional teams, including engineering, marketing, relationship management and commercialization to deliver solutions that meet the evolving needs of our merchant clients.
Your role will be pivotal in ensuring our reporting solutions are intuitive, insightful, and impactful.
Job responsibilities
* Develop and communicate a clear product vision and strategy for Merchant Services Reporting Solutions.
* Gather and prioritize product requirements, ensuring our solutions align with client needs and expectations.
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Define and manage the product roadmap, ensuring alignment with company goals and customer needs.
* Conduct competitive analysis and market research to identify trends and opportunities for product differentiation.
* Monitor product performance and user feedback to drive continuous improvement and innovation.
* Develop and deliver product training and documentation to ensure successful adoption and utilization of reporting tools.
Required qualifications, capabilities, and skills
* Bachelor's degree in Business, Computer Science, or a related field
* 5+ years of experience in product management, preferably in the financial services or fintech industry.
* Proven track record of successfully launching and managing software products.
* Excellent analytical, problem-solving, and decision-making skills.
* Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and engage directly with clients.
* Experience with agile development methodologies and tools.
* Ability to thrive in a fast-paced, dynamic environment.
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
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 governmen...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:20
-
Data Strategy Associate - Annuities & Insurance
Join our Annuity and Insurance Data Strategy Transformation team to modernize and integrate data across applications, enhancing the advisor and client experience.
As an Associate, you will design solutions for annuity and insurance data, establish data quality frameworks, and support data initiatives across U.S.
Wealth Management, U.S.
Private Bank, and International Private Bank.
Key Responsibilities
* Advance data strategy for annuity and insurance products in collaboration with business, operations, and technology teams.
* Consolidate and interpret complex data sets to deliver actionable insights for stakeholders.
* Develop dashboards (Tableau, Alteryx, etc.) to provide transparency on sales, records, and operations.
* Identify and implement AI solutions to optimize data processes.
* Partner with Product and Data Owners to manage and prioritize data initiatives.
* Lead project delivery, including timeline management, milestone execution, and stakeholder engagement.
* Align data solutions with both immediate and long-term business objectives.
Qualifications
* Bachelor's degree: 5-7 years' experience in data or product roles (MBA/Post-Graduate preferred).
* Proficiency in Tableau; experience with Alteryx or similar tools is a plus.
* Project/product management experience in financial services; annuities/insurance experience preferred.
* Strong initiative, organizational skills, and ability to manage projects independently.
* Experience working with diverse stakeholders in complex organizations.
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.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our succe...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:19
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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: Mandeville, US-LA
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:19
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The Legal Department at JPMorgan Chase manages legal and other risks, advises on products and services, interprets laws and regulations that impact the Firm, and advises the Firm on other matters.
Our global team is made up of 2,000+ lawyers and legal professionals with reputations as thought leaders who deliver best-in-class services.
As trusted advisors, we help the Firm's clients while also safeguarding the integrity of the Firm.
As a Securities Services Attorney - Vice President in our Legal department, you will provide legal support across our diverse Securities Services business.
While the full platform includes Custody, Fund Services, ETFs, Agency Securities Finance, Collateral Management, Cash and Liquidity Management, Depositary Receipts, and Digital Assets, you'll initially focus on a select number of these areas based on business needs and your expertise.
You will work with a broad range of clients including asset managers, hedge funds, private equity funds, pension funds, banks, broker-dealers and insurance companies, delivering solutions that span all Securities Services products.
This role provides excellent opportunities for professional growth and is ideal for attorneys with institutional client experience, preferably in the financial services sector.
Job responsibilities
* Provide legal advice and support on complex transactional matters, including negotiating agreements for agency securities finance, custody, and fund services with institutional clients.
* Collaborate with stakeholders across Securities Services product areas, including senior business and control partners, to identify and mitigate legal risks.
* Analyze and assess the impact of legal and regulatory developments on Securities Services operations and client offerings.
* Support new business initiatives, often involving novel legal frameworks and emerging market opportunities, including in the evolving digital assets and ETF space.
* Partner with Securities Services teams to deliver ongoing legal guidance and strategic support.
Required qualifications, skills, and capabilities
* JD or educational equivalent required.
Attorney candidates must be in compliance with all relevant licensing requirements including the requirements of the jurisdiction where the role will be located prior to commencement of employment.
* Minimum of 6 years of experience with a major law firm or equivalent in-house experience required.
* Strong business acumen with ability to understand client needs and partner with business and control teams to develop pragmatic solutions.
* Excellent drafting, negotiation, and legal analytical skills with keen attention to detail.
* Outstanding verbal and written communication skills and ability to interact effectively with clients and senior stakeholders.
* Proven ability to work independently while collaborating effectively across Legal, control, and business groups.
* Strong organizatio...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:18
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Join the team that makes every Chase Card campaign shine! As a Business UAT Analyst, you'll be the quality champion behind the scenes, ensuring our marketing messages wow customers-whether they land in a mailbox or pop up online.
As the Business UAT Analyst - Campaign Testing within the Card marketing validation team, you will be responsible for developing and maintaining test scenarios, test plans, and test cases used for testing.
You will collaborate with Card Marketing, Marketing Channel Execution, and Card Legal, Compliance, and Controls teams to ensure marketing materials are accurate, compliant, and functional.
Your role will involve creating testing strategies, preparing test cases, conducting testing, and reviewing results for final campaign manager sign-off.
You will interact with campaign management, project management, and development teams to develop a strong understanding of the project/campaign and testing objectives.
Job responsibilities
* Interact with campaign management, project management and development teams to develop a strong understanding of the project/campaign and testing objectives.
* Develop and lead the test strategy/effort and generate scripts to perform testing cycles both manual and using automation.
* Review campaign requirements, specifications, user documentation, help files, and other project documentation - job aids/procedures to assure quality of the test suites to be developed.
* Collaborate with appropriate business and technology leads to determine the acceptable range for test results and performance.
* Ensure proper version control and configuration management of all test objects developed and test environments used.
* Create and maintain the job aids & procedures associated with the testing standards and used by Card marketing validation team.
* Support production deployment of campaigns and perform validation testing during the off-hours/weekend release windows.
* Identify process gaps and streamline processes to improve efficiency.
Required qualifications, capabilities, and skills
* Minimum 2 years of experience in E2E campaign testing across emails, Direct mail, microsites with strong collaboration, project management skills
* Bilingual skills in English and Spanish
* Experience in campaign processes and ability to understand various channels of communications to customers with strong attention to detail and problem solving skills.
* Experience in execution of automated test suites with hands - on experience in both waterfall and Agile SDLC models
* Knowledge and experience on JIRA tool with data extraction and data driven insights for process efficiencies
* Proven ability to manage and prioritize multiple, diverse projects simultaneously.
* Excellent verbal and written communication skills to co-ordinate effectively with partners, project & testing teams and bridge the communication gaps.
* Excellent problem solvin...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:17
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If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you.
As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection.
You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.
Job Responsibilities
* Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
* Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
* Manage a portfolio of 50-65 clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
* Manage credit opportunities within assigned portfolio up to $40 million
* Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
* Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications,capabilities, and skills
* Minimum of 8 years' experience in business banking relationship management role or related business lending experience
* Bachelor's degree in Finance or related field, or equivalent work experience
* Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence
* Able to identify innovative solutions to best serve client and/or manage risk
* Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions
* Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards
Preferred qualifications, capabilities, and skills
* Expert knowledge of business, credit underwriting with commercial credit training
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 re...
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Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:17
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We are seeking an experienced Vice President to join our industry-leading team.
As a Vice President in Technology M&A, you'll have experience developing strong relationships with corporates and financial institution clients.
You'll work on executing mergers, acquisitions, divestitures, carve-outs and leveraged buyouts, and will play a key role in marketing to prospective new clients.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic 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 and customer cubes
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Bachelors degree in Finance, Accounting, Business, or a related discipline
* Prior work experience in an investment banking front office role
* Experience working with clients in the Technology industry, including but not limited to IT Services, Software, FinTech
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
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 ...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:16
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As an Annuity Advisor,you will work in a team based office environment to offer annuities planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs.
You are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals.
You have a passion for educating clients on Annuity products, technology and channels available to them to better monitor, maintain, and handle their investments.
Job responsibilities:
* Leverage a solid understanding of financial markets, with a particular emphasis on annuities, to effectively simplify complex financial concepts while building rapport and credibility with our clients.
* Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base
* Possess and continue building on a broad range of investment products, with a primary focus on annuity products and account types, to provide comprehensive solutions to clients.
* Understand client needs and provide advice and strategies to achieve their investment goals
* Maintain a high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change especially in the context of evolving financial markets and regulations.
* Engage with clients through calls to educate them on annuity products, providing clear explanations and guidance.
* Build and keep strong connections with colleagues and outside partners to promote annuity solutions, strengthen relationships, and provide personalized financial advice to clients.
Required qualifications, capabilities, and skills:
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required
* Life and Health Insurance licenses (This role requires you to be licensed in all states)
* Be flexible and adaptable, especially when working under pressure.
* Use critical thinking and logic to solve problems, and think creatively and \"outside the box.\"
* Organize your tasks and manage your time well to handle multiple priorities effectively.
Preferred qualifications, capabilities, and skills:
* 3 years of relevant Financial services or brokerage experience preferred
* 2 Years experience servicing and or sales of Annuities Product
* Bachelor's degree preferred.
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 de...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:15
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Bring your expertise to JPMorgan Chase.
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 Vice President in the Risk Management - Multifamily Credit Risk team, you will leverage your credit training and previous experience with Fannie Mae and Freddie Mac multifamily loans to assess the creditworthiness of clients, properties, and markets for new loan originations.
Job Responsibilities
* Evaluate and underwrite Freddie Mac and Fannie Mae conventional and small loan requests for various multifamily asset types nation-wide with thorough product knowledge of Agency guidelines.
* Independently manage the transaction, timeline, and deal team during the due diligence process with minimal supervision.
* Effectively communicate and collaborate with bankers, analysts, transaction managers, clients, brokers, legal counsel, Agency contacts, and other key stakeholders.
* Identify, analyze, and approve due diligence documents and third party reports (appraisal, engineering, environmental, and zoning reports) required for loan submission and approval.
Provide timely comments and requests throughout the due diligence process to ensure accuracy and acceptability of information received.
* Analyze borrower organizational structure and required parties' financial statements, schedules of real estate owned, contingent liabilities, and credit histories.
* Conduct property site inspections and borrower interviews in accordance to Freddie Mac and Fannie Mae Guide requirements.
* Analyze property historical financial statements, budgets, rent rolls, third party reports, and market data to develop an underwriting cash flow proforma.
* Draft Transaction Approval Memos which effectively assesses the transaction strengths, risks, and mitigants identified in the evaluation of the quality of the collateral, compliance of the borrowing entity structure, creditworthiness of its key principals/guarantors, and the strength market.
* Present Transaction Approval Memo and underwriting cash flow proforma to Credit Risk for loan approval.
* Train and mentor junior Credit Officers and Credit Analysts.
* Contribute to platform infrastructure and processes through special projects.
Required Qualifications, Skills And Capabilities
* BS or advanced degree with business focus
* Minimum of 5+ years of experience in commercial real estate which might include credit or structuring experience
* Significant CRE multifamily knowledge
* Strong verbal, written, and interpersonal skills
* Strong ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:15
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Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Cybersecurity Risk & Compliance Assessment Lead in Cybersecurity Technology & Controls, you will be responsible for evaluating delivery, quality, and integrity across a range of Global Technology Control Assessments (GTCA), including SOX, SOC, PCI, FedRAMP, and other regulatory frameworks.
This function is designed to mitigate risks, drive continuous improvement, and enhance stakeholder confidence in the assessment process.
You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards.
By partnering with various stakeholders including Product Owners, Business Control Managers, and Regulators-you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business.
Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
You will have the unique opportunity to help define and implement best-in-class assessment methodologies and practices.
Ideal candidates will have hands-on experience executing end-to-end control reviews and assurance engagements, with a strong track record of delivering high-quality, evidence-based assessments in complex environments.
This role is suited for professionals with significant experience in audit, risk, or compliance who are looking to make a strategic impact through leadership and innovation.
Job Responsibilities
* Lead and execute comprehensive, independent evaluations of control and compliance assessments across all phases-planning, execution, and reporting-ensuring accuracy, reliability, consistency, and compliance throughout.
* Operate independently to document assessment results with clear workpapers, findings, improvement opportunities, and remediation actions.
* Oversee and perform testing of GTCA controls and processes, ensuring assessments are based on verified evidence and aligned with assessment methodologies and practices to address all relevant regulatory requirements, risks, and controls.
* Present review progress, key insights, and strategic recommendations to senior leadership and governance committees.
* Proactively identify, manage, and mitigate delivery risks by addressing potential obstacles and implementing contingency strategies to sustain program momentum.
* Foster a culture of continuous improvement and operational excellence, providing training and driving innovation in methodologies and processes.
* Leverage your expertise in assurance and review methodologies to ensure methodological rigor, consistent application of standards, and thorough review and...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:14
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Within J.P.
Morgan Wealth Management, Wealth Management Solutions ("Solutions") serves the entire wealth spectrum, from affluent clients in Chase branches to deca-billionaires in our ~50 Private Bank offices globally.
Our extensive product platform spans investments, lending, banking, mortgages, trusts & estates, insurance, and retirement.
Our team of more than 1,200 professionals spans 20 cities globally.
These dedicated teams of experts have extensive industry experience, and leverage global economic and market insights to formulate broad strategic views and provide integrated solutions and advice through a private client lens.
Primary Function:
The Area Product Owner within the Portfolio Management Platform will be a member of the Multi-Asset and Portfolio Solutions team within Wealth Management Investment Solutions.
The primary function of this role is to drive the internal and external applications comprising the Portfolio Manager Toolkit with support of a team, own the vision for the applications, fully migrate to the Product Owner Model, and support the prioritized needs of the Chief Investment Office (CIO).
Responsibilities:
Area Product Owners are business leads for a particular area, scrum team within the product who directly engage with various partners e.g.
business sponsors, technology, operations, legal, risk, compliance etc.
They are accountable for the overall health and value delivered for the product.
As Portfolio Management Platform Area Product Owner, the role is responsible for the product's objectives, roadmaps, and key performance indicators across the CIO and other Portfolio Management teams.
Detailed responsibility includes:
* Planning and executing larger scale projects or business initiatives independently along-side the Product Owner
* Largely sets strategy, drives product level strategic & tactical decisions
* Analyzes feedback from end users and other product partners on platform improvement opportunities
* Supports defining product level Objectives and Key Results with participation of Product Owners; including prioritization of work and product sprint planning
* Sets day-to-day priorities for Product team as Subject Matter Expert (SME) and continuously works with Technology, Designers, and Business Users; engages with broader business groups, e.g.
Risk, Controls, Strategic Partnerships, etc.
to ensure business vision alignment and drive progress and outcomes
Qualifications:
* 10 years of direct experience as a senior business person, program manager, or technology platform owner in a complex organization that has brought new portfolio management solutions to market
* Solid understanding of Portfolio Management and or Due Diligence Tools
* Direct asset and wealth management experience, preferably in multi-asset environment with broad experience covering equity, fixed income markets, commodity and currency; Working knowledge of fund of funds business and a variety of in...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:13
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Durham, US-NC
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:12
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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: Williamsburg, US-VA
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:11
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As a Product Solutions Manager in Trust & Safety team, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales.
You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams.
You will be promoting new product growth by generating leads, closing deals, and supporting client relationships.
Strong listening, learning, communication, and relationship-building skills are essential for success in this role.
Prior experience in the payments industry, fraud prevention, or the ID & V space is critical.
You should be well-versed in technology, data, AI, and ML.
This high-profile role involves understanding client needs, solving pain points, and maintaining a focus on execution, with exposure across J.P.
Morgan Payments & Commerce, clients, and the industry.
Job responsibilities
* Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives
* Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends
* Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
* Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
* Define and execute sales strategies which advance Trust & Safety solutions, including actively supporting client calling and marketing efforts
* Learn new services and collaborating to win new business
* Coordinate with senior leaders across lines of business to design innovative client focused products to enhance adoption
* Plan and own commercialization of new services with clients as well as with internal Sales, Service and onboarding colleagues
* Encourage innovation and partnership with cross functional partners in technology, operation, service, risk, compliance and legal
* Leverage data and operating metrics to improve products and services
* Represent J.P.
Morgan at conferences, speaking engagements and at industry associations
Required qualifications, capabilities, and skills
* 5 years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products
* Extensive experience working in a sales cycle and engaging with clients on a regular basis
* Experience modifying preconfigured solutions to meet complex problems
* Demonstrated prior experience working in a highly matrixed and complex organization
* Experience in leading initiatives to solve business challenges such as tho...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-24 07:50:11
