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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: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:52:11
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ob Summary:
We are seeking a highly skilled and experienced Principal AI/ML and Gen AI Engineer to join our dynamic team at CCB COSMIC (CCB Operational Systems for Machine Intelligence and Cognition).
The ideal candidate will possess a strong foundation in AWS, AI/ML, Databricks, and the Gen AI ecosystem.
This role is primarily focused on scaling infrastructure and platforms from a serving and fine-tuning standpoint.
The candidate should also have extensive experience in LLM Ops and the productionalization of Gen AI use cases.
Key Responsibilities:
* Design, implement, and scale AI/ML infrastructure and platforms on AWS to support serving and fine-tuning of models.
* Collaborate with cross-functional teams to ensure seamless integration and deployment of AI/ML solutions.
* Develop and optimize machine learning models and algorithms to meet business objectives.
* Stay updated with the latest advancements in AI/ML and Gen AI technologies and incorporate them into the organization's strategy.
* Leverage Databricks for data processing, model training, and deployment.
* Utilize Gen AI tools and frameworks to enhance model performance and capabilities.
* Implement best practices for LLM Ops to ensure efficient model lifecycle management.
* Lead the productionalization of Gen AI use cases, ensuring robust and scalable solutions.
* Work closely with data scientists, engineers, and product teams to deliver AI-driven solutions.
* Mentor and guide junior team members, fostering a culture of innovation and excellence.
* Monitor the performance of AI/ML models and platforms, identifying areas for improvement.
* Implement optimization techniques to enhance model accuracy, efficiency, and scalability.
Required qualifications, capabilities and skills:
* Bachelor's or Master's degree in Computer Science, Engineering, or a related field.
* Minimum 8+ years of experience experience in AI/ML engineering, with a focus on AWS, Databricks, and Gen AI.
* Strong understanding of AI/ML algorithms, model serving, and fine-tuning techniques.
* Proven experience in LLM Ops and the productionalization of Gen AI use cases.
* Excellent problem-solving skills and the ability to work in a fast-paced, collaborative environment.
* Strong communication and leadership skills, with the ability to influence and drive change.
Preferred qualifications, capabilities and skills:
* Experience with other cloud platforms and AI/ML tools.
* Familiarity with data engineering and data science workflows.
* Knowledge of regulatory and compliance requirements related to AI/ML solutions
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 he...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:52:09
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The CAO Chief Data and Analytics Office team is responsible for the overall data strategy and governance across the firms CAO functions.
This function supports Amenity Services, CAO Strategy & Services, Corporate Location Management, Document & Business Services, Global Real Estate, Global Security, Global Supplier Services.
As a Data Visualization Associate, you will help our organization manage its data assets, associated data risks, and find the best solutions from our data to drive new business insights, enhance analytics, and streamline reporting.
In doing so, we look for improvements ranging from establishing quality data repositories to designing cutting-edge analytic insights utilizing the latest data visualization and machine learning tools.
As a Data Visualization Associate within our organization, you will manage data assets, address associated data risks, and identify optimal solutions to derive new business insights, enhance analytics, and streamline reporting.
Your role will involve seeking improvements, from establishing quality data repositories to designing innovative analytic insights using the latest data visualization and machine learning tools.
Job Responsibilities:
* Generate deep insights through the analysis of data and understanding of business processes and turn them into actionable recommendations.
* Manage relationships to one or more corporate functions within the Chief Administrative Office (CAO).
Identify areas for business improvement/optimization using data tools, analytics and targeted visualizations
* Develop and deploy rapid prototype solutions to demonstrate ideas and prove concepts.
* Develops relationships across CAO and with key stakeholders.
Required qualifications, skills, and capabilities:
* Extensive QlikView and Qlik Sense development experience, including scripting, row level section access, set analysis, custom configuration/display condition, performance optimization, etc.
* Strong understanding of data modeling, SQL and comfortable with manipulating large, complex and disparate data sets
* Experience with UI/UX Design.
Understands target audience, interest in delivering elegant/functional visualizations and willingness to go the extra mile to deliver maximum value to the business
* Conduct efficient meetings while clearly articulating recommendations and solutions
* Provide systematic and detail-oriented approach to managing tasks and ensuring high-quality output
* 3+ years' experience working as a data analyst, dashboard designer, or similar role
Preferred qualifications, skills, and capabilities:
* Experience with Tableau, Alteryx and Databricks a plus
* Demonstrated verbal, written, organizational and presentation skills
* Strong MS Office skills (Excel, Powerpoint)
* 1+ years' experience in client facing (internal business partners) business analysis/relationship manager role
JPMorganChase, one of the oldest financial...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-05 07:52:08
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As an Infrastructure Engineer III specializing in SD-WAN, within Corporate Technologies - Infrastructure Platforms you will join our world-class engineering team focused on next-generation networking solutions.
You will collaborate with cross-functional teams to design and build a robust SD-WAN ecosystem, leveraging cloud-based management, monitoring, and analytics.
Your technical expertise will drive the execution of tasks that directly affect our customers, clients, and business partners.
You will analyze complex network design requirements, capture customer intent, anticipate challenges, and deliver innovative solutions.
Your ability to mitigate risks and deliver high-performance network products will be essential.
By integrating your understanding of business drivers, you will help develop cutting-edge products and deliver exceptional user and customer experiences.
Close partnership with multiple engineering teams will ensure network designs align with desired outcomes.
Job responsibilities:
* Serve as a key member of the Network Engineering team, leading the architecture, evaluation, and standardization of emerging network communication technologies
* Collaborate with engineering and business teams to define the current state and future direction of the technology landscape
* Lead and contribute to the development of technical design solutions
* Capture, analyze, decompose, and create requirements for systems, products, and subsystems of moderate to high complexity
* Partner with business, product, and architecture teams to define next-generation SD-WAN network requirements and capabilities
* Provide regular updates on progress for tasks and projects
* Develop and implement project plans within budget, schedule, and resource constraints
Required qualifications, capabilities, and skills:
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Hands-on, proven SD-WAN network engineering experience
* Strong background in network analysis, design, implementation, and support within a global organization
* Experience in product design (functional architecture, HDL, LLD), test planning and execution, and implementation with stakeholders
* Hands-on SDWAN product level understanding and ability to quickly learn and apply new technologies
* Application of security/cybersecurity methodologies to network and systems design
* Advanced knowledge in SD-WAN, Networking & Routing, Network Automation, and Network Virtualization
* Experience with network management concepts for highly available and reliable services
* Experience with cloud-based technologies and tools, Proficiency in multiple infrastructure technologies
* Excellent communication and relationship-building skills
* Ability to articulate technical design and architecture clearly to stakeholders
Preferred Qualifications, Skills, and Capabilities:
* SD...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-05 07:52:07
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Are you passionate about history and storytelling? Join the team responsible for safeguarding and sharing the history and heritage of the 1,200+ predecessor institutions that make up today's JPMorganChase (JPMC).
As a Corporate History Exhibits Analyst on the Archives team you will report to the director of the Corporate History Program and will support all members of the team.
Your primary focus will cover the curation of JPMorganChase history exhibits in JPMC offices and centers, but the role will encompass all duties of the Corporate History Program including collections management, reference services, client and employee engagement, vendor management and administrative activities.
Job Responsibilities
* Partner with all members of the Corporate History team on the design and development of permanent and temporary JPMC history exhibits, concept development and research, including identification of exhibit-appropriate documents, artifacts and imagery in Corporate History Collection and outside repositories.
* Management of copyright permissions and agreements, proposals, invoices, contracts and documentation associated with project.
* Curatorial design including the preparation of detailed measurements/plans and exhibit layouts, calculation of object sizing, positioning, frame style and sizing, and overall exhibit flow within space.
* Vendor management: coordination of conservation, framing and mountmaking needs; transport and installation schedules; invoice submission; etc.
* Cross-departmental partnership with the firm's Real Estate team and others to ensure exhibition needs, including budget, are met and communicated properly.
* Communication with partners and stakeholders throughout duration of project, ensuring all parties are up to date.
* On-site or virtual installation supervision, share object information and installation plans with Collections Manager for record entry in TMS; provide data entry support, as necessary.
* Provide assistance to the Collections Manager with accessioning, inventorying, and rehousing of Collection documents and artifacts in central storage facility; help to maintain intellectual control of Collection items on display worldwide through data entry in content and digital asset management systems; locate Collection items in offsite storage and coordinate onsite consolidation.
* Provide research assistance to Reference Archivist.
This includes both internal and external research requests, preparation of history fact sheets and reference guides, licensing agreements, etc.
* Contribute to the writing and preparation of internal articles, image-heavy digital displays and social media content.
* Offer guided tours of Corporate History galleries and host JPMorganChase history trivia sessions for employees.
* Provide assistance as necessary on internal and external outreach efforts.
* Help manage administrative operations, including preparing expense...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:52:03
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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
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.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
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Type: Permanent Location: La Mesa, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:52:03
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We are seeking an experienced Analyst to join our industry-leading Investment Grade Finance team.
As an Analyst in Investment Grade Finance (IGF), you will function as a fully integrated team member, in a flat structure that allows for direct client interaction and working directly with MDs, EDs and VPs.
You will be an integral part of the Investment Grade Finance team where team members rely on the Analyst to drive processes including deal executions and pitching.
The IGF team is responsible for originating, structuring and executing syndicated bank facilities, bond issuances and liability management transactions.
J.P.
Morgan is the leader in Investment Grade Finance, leading offerings for clients across industries and geographies.
We address both broad corporate finance topics as well as detailed execution advice for our clients.
Job Responsibilities:
* Monitor global rate and credit market dynamics and how they affect our clients' debt portfolios and funding decisions
* Analyze market data, investment grade deal flow and thematic events to provide information to internal teams and external clients
* Prepare client pitches that address capital needs
* Participate in the structuring and marketing of bond and loan executions as well as loan amendments and liability management
* Coordinate with investment banking coverage, interest rate/FX risk management to provide clients with holistic corporate finance and capital structure solutions
* Develop industry specific knowledge of the client base and awareness of key decision makers (i.e.
CFOs, Treasurers, Capital Markets Directors)
* Maintain direct dialogue with client coverage officers, debt and equity partners as well as banking syndicate
Required qualifications, capabilities, and skills :
* 1 year minimum of investment banking experience or the equivalent, including 'Big 4' Professional Services Firms (e.g.
Ernst & Young, PwC) within Transaction/Tax Advisory and Diligence; Financial Services Advisory; or Audit Services
* Excellent accounting, finance, quantitative and business writing skills
* Familiarity with the banking regulatory landscape and key trends
* Bachelor's degree in Accounting, Economics, Finance, or related field
* Impeccable communication skills with ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business
* Comfortable working in a high pressure environment, possessing superior organizational skills and ability to efficiently multi-task across various deliverables
Preferred qualifications, capabilities, and skills:
* Chartered Financial Analyst ("CFA"), Certified Public Accountant ("CPA"), Chartered Accountant ("CA") designations are all a plus
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 an...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:52:02
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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: Union City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-05 07:52:00
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How you will change lives
As a Patient Care Technician (PCT) at US Renal Care, you will be an integral part of a cross-functional team providing care and delegated activities of treatment to patients.
The PCT will work under the supervision of a Registered Nurse (RN) or Charge Nurse (CN) for patients with renal failure.
What you'll be doing
Patient care.
You will work directly with patients to provide safe, comfortable, and high-quality dialysis treatment.
Responsibilities include gathering patient stats before and after treatment, initiating treatment, monitoring patients during treatment, terminating treatment, and collecting patient blood samples per physician orders.
Technician Duties.
You will ensure quality comes first by preparing machines for hemodialysis treatments, cleaning and disinfecting machines after treatment, and conducting machine safety checks and logging results for quality control, ensuring all protocols and regulations are followed.
Safety and Quality.
You will use appropriate safety measures, including personal protective equipment.
Working under the supervision of a Charge Nurse, you will adhere to all company policies, procedures, and state/federal laws and regulations.
You will participate in all required staff meetings and continuing education offerings.
PATIENT CARE TECHNICIAN
STATE SPECIFIC BOARD OF NURSING REQUIREMENTS
California
* Must possess current Certified Hemodialysis Technician (CHT) certificate from California Department of Public Health (CDPH) at time of hire OR
* Hired at USRC location recognized by state of California as an approved dialysis technician training program and obtain California state certification (CHT) within six (6) weeks of successful completion of training program.
Maryland
* Must possess current Certified Nursing Assistants -- Dialysis Technicians (CNA-DT) certificate from Maryland Board of Nursing OR
* Hired at USRC location recognized by state of Maryland as an approved dialysis technician training program and obtain Maryland CNA-DT certificate within three (3) months from date of hire OR
* Out-of-state applicant must have active BONENT certification and provide proof of initial application for CNA-DT certification.
New Mexico
* Must have New Mexico dialysis technician certificate at time of hire OR
* Hired at USRC location recognized by state of New Mexico as an approved dialysis technician training program and obtain New Mexico state certification within six (6) months of successful completion of training program OR
* New Mexico certification of hemodialysis technician is required for out of state applicant with active state or national hemodialysis certification; must obtain New Mexico state certification prior to working as a Certified Hemodialysis Technician.
* After January 1 st , 2024, all initial applications for the certified hemodialysis technician will require a national hemodialysis technician certificate.
* The app...
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Type: Permanent Location: Toledo, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:59
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How you will change lives
As a Patient Care Technician (PCT) at US Renal Care, you will be an integral part of a cross-functional team providing care and delegated activities of treatment to patients.
The PCT will work under the supervision of a Registered Nurse (RN) or Charge Nurse (CN) for patients with renal failure.
What you'll be doing
Patient care.
You will work directly with patients to provide safe, comfortable, and high-quality dialysis treatment.
Responsibilities include gathering patient stats before and after treatment, initiating treatment, monitoring patients during treatment, terminating treatment, and collecting patient blood samples per physician orders.
Technician Duties.
You will ensure quality comes first by preparing machines for hemodialysis treatments, cleaning and disinfecting machines after treatment, and conducting machine safety checks and logging results for quality control, ensuring all protocols and regulations are followed.
Safety and Quality.
You will use appropriate safety measures, including personal protective equipment.
Working under the supervision of a Charge Nurse, you will adhere to all company policies, procedures, and state/federal laws and regulations.
You will participate in all required staff meetings and continuing education offerings.
PATIENT CARE TECHNICIAN
STATE SPECIFIC BOARD OF NURSING REQUIREMENTS
California
* Must possess current Certified Hemodialysis Technician (CHT) certificate from California Department of Public Health (CDPH) at time of hire OR
* Hired at USRC location recognized by state of California as an approved dialysis technician training program and obtain California state certification (CHT) within six (6) weeks of successful completion of training program.
Maryland
* Must possess current Certified Nursing Assistants -- Dialysis Technicians (CNA-DT) certificate from Maryland Board of Nursing OR
* Hired at USRC location recognized by state of Maryland as an approved dialysis technician training program and obtain Maryland CNA-DT certificate within three (3) months from date of hire OR
* Out-of-state applicant must have active BONENT certification and provide proof of initial application for CNA-DT certification.
New Mexico
* Must have New Mexico dialysis technician certificate at time of hire OR
* Hired at USRC location recognized by state of New Mexico as an approved dialysis technician training program and obtain New Mexico state certification within six (6) months of successful completion of training program OR
* New Mexico certification of hemodialysis technician is required for out of state applicant with active state or national hemodialysis certification; must obtain New Mexico state certification prior to working as a Certified Hemodialysis Technician.
* After January 1 st , 2024, all initial applications for the certified hemodialysis technician will require a national hemodialysis technician certificate.
* The a...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:58
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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: Branford, US-CT
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:57
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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: Muncie, US-IN
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:56
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We are seeking a dynamic Vendor Enablement & Experience Lead (Vice President) to lead vendor engagement, performance, and governance for a high-priority line of business within Consumer & Community Banking.
In this pivotal role, you will act as the primary liaison between our business, sourcing, and vendor partners-ensuring well-structured contracts, efficient onboarding, compliance, and operational readiness to achieve accelerated project goals.
As a Vendor Management Lead Vice President within the Consumer & Community Banking Vendor Management team, y ou will oversee end-to-end vendor operations, facilitate regular performance reviews to uphold service quality and responsiveness, and present key updates and recommendations to senior stakeholders.
Success in this role requires exceptional interpersonal, organizational, and strategic thinking skills, along with the ability to collaborate effectively across teams and senior management.
If you thrive in fast-paced environments, excel at building strong partnerships, and are passionate about delivering world-class vendor management, we invite you to join our team and help us scale with speed and excellence.
Job Responsibilities
* Manage large number of contingent labor and professional service engagements ranging from simple one time and material to managed agreements / fixed deliverables to complex, multi-year vendor agreements
* Provide leadership, direction and coaching to teams(s) while partnering with key stakeholders including Technology, Finance and Sourcing
* Build and manage relationships with internal key contacts, ensuring Vendor Enablement and Experience requirements and objectives are adhered to with data collection and requirements gathering, validating budget funding, contract negotiations, and execution of vendor processes
* Assist in the strategy for evaluating and monitoring vendors in the Tech space
* Serve as subject-matter for all phases of the supplier engagement lifecycle
* Partner and influence clients to ensure legal, risk, compliance and/or controls requirements are satisfied
* Produce executive level communications about programs inclusive of status, risks, issues, and delivery roadmap
* Assist product teams to analyze and prioritize work while level-setting expectations for delivery to stakeholders
Required qualifications, capabilities and skills
* Bachelor's Degree
* 7+ years of demonstrated experience in software/hardware professional services sourcing, vendor, partner, or relationship management, technology or product management
* Strong competencies in use of MS Office packages (e.g., Excel, PowerPoint)
* Strong at multi-tasking and time management discipline
* Strong communication & presentation skills
* Experience with client management and project management
* Strong understanding of banking and departmental procedures, functions, and activities
Preferred qualifications, capabilitie...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:53
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Global Supplier Services (GSS) organization brings together Category Sourcing, Third Party Oversight, Procurement Operations, Accounts Payable, Supplier Relationship Management, Supplier Diversity, and Customer Experience into one team.
This group of more than 900 employees (in 11 countries) manages the source-to-pay processes for JPMorgan Chase in a manner that mitigates supplier-related Risks, enhances supplier performance and manages supplier expenses, while providing the firm an optimal customer experience.
As a Head of Supplier Controls Intelligence, with in Global Supplier Service, you will play a crucial leadership role within the Corporate Third-Party Oversight (CTPO) organization, directly reporting to the Global Head of CTPO.
Your role is designed to transform the Supplier Due Diligence teams by integrating state-of-the-art supplier controls methodologies.
Your key responsibilities include optimizing intelligence collection processes, expanding visibility into supplier risks, and translating data into actionable insights.
You will also be required to engage with senior executives, effectively communicate with stakeholders, explore innovative applications of intelligence across Third-Party Oversight (TPO) processes, and align initiatives with Lines of Business (LOBs).
Furthermore, your position involves overseeing data analysis, fostering a culture of innovation, and building strong stakeholder relationships to propel control initiatives forward.
Job Responsibilities:
* Lead the adoption of cutting-edge methods for supplier controls to enhance data collection and improve risk visibility, contributing to an organization that values innovation, promoting a proactive approach to risk management.
* Streamline collection processes to maximize efficiency and effectiveness, ensuring timely and accurate data acquisition.
* Convert diverse data sets into cohesive, actionable insights, and enhance communication with stakeholders.
* Innovate the application of insights within Third-Party Oversight (TPO) processes, providing assessors with indirect information and summarizing findings into thematic risk categories.
* Work closely with Lines of Business (LOBs) to ensure efforts are aligned with business objectives and risk management strategies.
* Develop and implement strategies to capitalize on advancements in supplier controls, enhancing risk management capabilities.
* Drive the transformation of SAS into an organization focused on management of residual risk.
* Oversee the collection, analysis, and dissemination of data to support decision-making and risk mitigation.
* Engage with senior regulators to inform and influence best practices in risk management, ensuring compliance and proactive risk mitigation.
* Foster a team culture that prioritizes innovation and continuous improvement, encouraging creative solutions to complex challenges.
* Build and maintain strong relationships with int...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:51
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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 Wealth Advisor in the U.S.
Private Bank, you will help ensure that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives.
Job Responsibilities
* Serve as an advisor to clients on personal planning matters
* Identify opportunities for the Bank to serve in a current or future fiduciary capacity
* Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning
* Assist Bankers and other team members in their new business efforts
* Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team's strategy with respect to PA outreach
* Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media
* Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers
Required Qualifications, Capabilities, and Skills
* Five plus years of complex estate and wealth planning experience
* Professional designations required: JD
* Recognized expertise in managing the estate planning needs of high-net-worth individuals
* Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals
* Strong knowledge of U.S.
and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations
* Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations
* Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement
Preferred Qualifications, Capabilities, and Skills
* CPA designation
* Ability to partner with clients' other advisors (principally their attorneys and accountants)
* Demonstrated understanding of other wealth management disciplines...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:50
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The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for J.P.
Morgan Asset Management.
As a leading global asset manager, we oversee nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide.
Our deep experience and scale enables J.P.
Morgan Asset Management to extend decades of trusted relationships with leading wealth managers by delivering private market solutions.
As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios.
You will be part of a rapidly growing market and will have the chance to bring private market solutions to team member investors through financial intermediaries.
You will promote financial advisor engagement across various channels and promote the firm's investment strategies to increase assets under management.
Job Responsibilities:
* Attain placement of J.P.
Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker/dealer, and J.P.
Morgan Chase affiliate
channels.
* Proactively contact broker-dealer firms to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence.
* Coordinate the business development effort contributing to the success of the organization by establishing key client relationships and develop, coordinate, and manage broker-dealer firms' campaigns and marketing support activities.
* Perform a variety of sales functions including client meetings, client follow-up, proposal
generation, presentations, public speaking, and attending seminar and industry events.
* Develop a clear understanding of client's strategic objectives.
* Provide product information, gather marketing data, and offer sales/marketing solutions.
* Monitor and analyze broker-dealer firm's sales activities and competitors' coverage.
* Work closely with sales team to exchange ideas and formulate strategies for increased
penetration within targeted firms.
* Assist in gathering information on emerging trends within the broker-dealer community.
Required qualifications, capabilities and skills:
* 5+ years' experience with financial services company in sales/specialist role.
* Extensive experience in the private alternative space, including experience in various
structures of private alternatives, non-traded REITs, business development companies,
Interval Funds, and closed end offerings.
* Ability to communicate information and state problems or challenges to be resolved in a
clear, concise, courteous and professional manner.
* Client focused - possessing the ability to align processes, procedures, systems, and
personnel to meet the needs of broker-dealer firm...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:49
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Join JPMorgan Chase's Risk Management and Compliance team, where your expertise will be pivotal in maintaining our strength and resilience.
As a Vice President in the Banks & Broker Dealers team, you'll manage exposure to a diverse client base, including North American banks, broker dealers, fintechs, and more.
This role offers the opportunity to lead credit analysis, structure transactions, and develop junior team members.
Be part of a culture that values innovative thinking and challenges the status quo, striving for excellence in all we do.
As a Vice President in the Banks & Broker Dealers team, you will manage exposure to a client base consisting of North American banks, broker dealers, fintechs, credit unions, and other financial institutions.
You will lead due diligence, structure transactions, and evaluate credit requests, demonstrating sound credit judgment and effective risk monitoring.
Together, we will foster a culture of excellence and innovation, providing opportunities for growth and success.
Job responsibilities
* Manage exposure to a diverse client base, including banks, broker dealers, and fintechs.
* Lead due diligence, structuring, and evaluation of credit requests.
* Demonstrate sound credit judgment and effective risk monitoring.
* Manage daily risk demands and execute transactions for financial institutions.
* Oversee transaction execution, including client analysis and credit approval.
* Train, mentor, and manage junior credit officers and analysts.
* Build strong relationships and maintain open communication with colleagues.
* Monitor clients and update stakeholders on important developments.
* Stay informed about the evolving economic and regulatory environment.
* Provide leadership and input into key projects and process improvements.
Required qualifications, capabilities and skills
* Bachelor's degree.
* 7+ years of credit risk experience within financial services.
* Credit/Market Risk experience.
* Knowledge of financial institutions, including banks and broker dealers.
* Ability to analyze financial statements and accounting.
* Strong understanding of financial products and market dynamics.
* Experience with negotiating loan and trading documentation.
* Experience with credit agreements and markets products documentation.
Preferred qualifications, capabilities and skills
* Advanced knowledge of financial statements and accounting.
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 reward...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:48
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking Proprietary Wallets and Lending Inn 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.
Your contributions and capabilities will promote significant business impact, as you apply your deep technical expertise and problem-solving skills to address a wide range of challenges across various technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Development experience in Java
* Experience building RESTful backend applications using Spring Boot
* Proficiency in SQL and NoSQL databases such as Oracle, Postgres, Cassandra, etc.
* Experience in designing, building, and maintaining API services, with knowledge of Microservices Design Patterns
* Experience working with tools like Terraform to provision AWS cloud services
* Experience with AWS Glue, AWS Athena, and AWS S3
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Experience with banking and digital wallets
* AWS Certification
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:47
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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
* Ability to read, write, and speak Spanish fluently
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, credi...
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Type: Permanent Location: Yonkers, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:46
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Join JPMorgan Chase as a Valuation Control - Senior Associate! The Valuation Control Group (VCG) is organized along business lines including Commercial & Investment Banking (Macro Products, Credit, Equities, Securitized Products, IB Risk), CIO, Treasury & Corporate (CTC), Asset Management and Consumer & Community Banking (CCB).
Clients of the group include senior management, business heads, regulators, and both internal and external audit.
As a Valuation Control - Senior Associate within the Private Equity team, you will be responsible for assessing the fair value of Private Equity investments across diverse industries by analyzing the financial performance of companies and evaluating comparable public companies and M&A transactions.
Job responsibilities:
* Assess the fair value of Private Equity investments, warrants, CLNs
* Assist with various Valuation Control Group (VCG) established practices and control initiatives as well as perform necessary work relating to management reporting, regulatory mandates and consistency within the broader VCG framework
* Partner with various functional groups on valuation related issues and develop/implement appropriate measures with the goal of ensuring fair value
* Enhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments and implementing new tools to enhance control efficiency
* Participate in other value-added projects related to Business, Risk, and Finance initiatives
Required qualifications, capabilities, and skills:
* 5 years of hands-on private equity valuation experience at a valuation consulting firm, public accounting firm, fund or a bank
* 5 years of experience analyzing financial statements and reviewing legal documents (e.g.
shareholder agreements, articles of incorporation, credit agreements etc.)
* Understanding OPM models and other capital allocation methodologies
* Understanding of current accounting and regulatory developments pertaining to valuation of financial instruments
* Keen eye for potential control deficiencies and desire/ability to rectify
* Attention to detail while also be able to communicate to senior stakeholders in succinct/clear fashion
* Excellent communication skills both verbally and in writing
* Ability to perform within a high pressure and time-sensitive environment
* Capacity to understand complex concepts and effectively challenge peers in other groups across the organization
Preferred qualifications, capabilities, and skills:
* Undergraduate degree with finance, accounting, and economics major preferred
* Knowledge of Bloomberg and CAPIQ (is a plus otherwise will be required to learn)
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 th...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:44
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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.
As a Technology Risk & Controls Lead in the BASS Infrastructure Platforms team, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards.
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.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations.
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals.
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work.
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance.
* Prepare regular governance reporting materials on the state of the control environment.
* Investigate and respond to metrics, triggers and alerts which may indicate a potential control issue.
* Review standards and controls against regulatory requirements and industry practices.
* Partner with stakeholders from across the bank to assist in their execution of various technology risk management processes.
Required qualifications, capabilities, and skills:
* 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation.
* Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies.
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives.
Preferred qualifications, capabilities, and skills
* An understanding of Enterprise Risk Management practices in a technical environment.
* Technical and operational understanding of financial...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:41
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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: Lake Grove, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:40
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Come and join our Alternatives Global Transportation team as an Investment Specialist.
Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes.
Customized alternative portfolios can be tailored to individual client needs.
We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.
Job summary
As an Investment Specialist in Global Transportation, you will actively engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor teams.
You will represent Global Transportation on business related matters, including, but not limited to marketing, product development and sales/retention strategy.
Most importantly, we believe in doing 'first class business in a first-class way'.
Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.
Job Responsibilities
The Investment Specialist's role is to know the portfolios they represent as if they were the Portfolio Manager ("PM").
The Investment Specialist should be fully integrated with the investment team to ensure that as much of the PM's time as possible is devoted to investing.
* Work in close partnership with PM(s), including on business strategy, product strategy and distribution strategy.
* Accountable for client and RFP materials as well as internal marketing tools, and to promote the strategies they represent internally and externally.
Engaging with the sales teams across distribution channels is essential to jointly develop distribution strategy, targets and tactical plans.
* Partner with the Client Advisors ("CAs") and, where appropriate, the consultant sales team, to pitch for new business and will be the voice of the strategies in conferences, road shows, seminars and training.
* Implement guidelines and coordinating with other teams to ensure smooth on-boarding for new wins.
* Conduct Quarterly/Annual account reviews and is responsible for ensuring that the client has the information they need to be fully informed.
* Work closely with our client advisors across channels to represent Global Transportation strategies and develop business globally.
* Credible with both the PMs and clients - The IS team is the primary point of contact with the client on investment matters, i.e., portfolio results and positioning.
As such, the IS must have complete credibility with both the PM and the client.
Required qualifications, capabilities and skills
* Demonstrated track record in developing business across a range of investor segments, including institutional and sovereign.
* Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels.
* Excellent communication ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:38
-
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
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.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
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Type: Permanent Location: Westlake Village, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:36
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We're seeking an Executive Director, Transformation & Servicing Innovation to join our dynamic team.
This is a critical role that will serve as a strategic partner to the Head of Servicing Operations and the Head of AI Strategy and Transformation, shaping the future of how we operate.
As the Executive Director of Transformation & Servicing Innovation within the Transformation & Servicing Innovation team, you will be at the forefront of a pivotal period of strategic evolution, responsible for leading significant transformation across a massive 12,000+ Full-Time Equivalent organization, primarily composed of call center and back office agents.
You will dramatically enhance our client service capabilities, instill a culture of continuous improvement, and champion innovative new ways of working, with a strong focus on leveraging cutting-edge Artificial Intelligence.
This is more than just a leadership position; it's an opportunity to be the primary orchestrator of our Servicing Operations' transformation portfolio.
You will bridge the gap between bold strategic vision and flawless operational execution, ensuring our client services remain at the pinnacle of efficiency, effectiveness, and customer satisfaction.
If you thrive in complex environments, are a master influencer, and possess a relentless promote for impactful delivery, this role offers an unparalleled chance to make a profound impact on our Consumer and Community Banking client base and thousands of our front-line specialists.
Job Responsibilities
* Define and Drive Strategic Transformation: Collaborate closely with leadership to identify and prioritize high-impact opportunities within Servicing Operations.
Develop and execute a comprehensive transformation roadmap, with a strong focus on becoming an AI-enabled organization ready for future ways of working.
Translate high-level goals into actionable initiatives, establishing clear, measurable KPIs.
* Champion AI and Emerging Technologies: Lead the strategic direction for leveraging AI, agentic capabilities, and large language models (LLMs) to unlock significant operational efficiencies and reshape future work practices within Servicing Operations.
* Orchestrate Transformation Initiatives: Take ownership as the central point of contact for Servicing Operations' transformation portfolio.
Strategically organize and drive a robust portfolio of initiatives, ensuring rigorous tracking, on-time and on-budget delivery, and seamless integration into business operations.
* Lead Cross-Functional Change: Act as a local champion and primary integrator, fostering a culture of innovation and continuous improvement.
Build strong coalitions across all organizational levels, effectively communicating the \"why\" behind changes, celebrating successes, and proactively mitigating resistance.
* Identify & Implement Operational Enhancements: Utilize data and analytics to pinpoint inefficiencies and areas for optimization within servi...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-05 07:51:36