-
Join us as a trusted Compensation Associate on the Central Compensation Team, where you will provide strategic solutions and expert advice to the compensation and HR community.
This role combines in-depth knowledge of compensation principles with an understanding of business needs, market and regulatory landscapes, and detailed analysis and models.
We are seeking someone with compensation experience and strong Excel and other reporting skills, including proficiency in PitchPro.
As a Compensation Associate within the Central Compensation Team, you will perform a variety of compensation activities, including providing support, oversight and guidance to the compensation function as well as other HR partners.
You will be part of a global team representing diversity of thought, experience, and backgrounds who are friendly, committed, hard-working, and growth-oriented.
Job Responsibilities:
* Support cross compensation activities such as Early Careers engagement, offer approval guidance, education in addition to the annual compensation planning and communication process.
* Work with teams across various areas of compensation, product, talent, communication, change and control management.
* Understand compensation priorities and effectively identify and drive timesaving, complexity-reducing process improvements, seeking automation opportunities for previously manual work
* Simplify and improve processes with fresh ideas, strategy, design iteration, and implementation to ensure alignment with compensation strategy, best practices, and our risk and controls framework.
* Provide counsel to HR professionals about compensation decisions, interpreting and applying policies, often in complex situations.
* Participate in firmwide projects involving compensation, including policy reviews, changes in compensation practices, and systems' development.
* Perform complex analyses and present findings to senior management.
* Lead compensation-related projects and initiatives involving multiple stakeholders with significant strategic and financial impact.
* Translate regulatory and policy governance/requirements into clear guidance for clients.
* Leverage corporate partners and firm-wide resources to achieve desired outcomes efficiently and with consistency across lines of business, where appropriate.
Required Qualifications, Capabilities, and Skills:
* Possesses relevant experience in HR/Compensation or Finance, with a strong foundation in analytical, critical thinking, and problem-solving abilities.
* Demonstrates exceptional systems skills, including advanced proficiency in MS Excel and other Microsoft applications.
* Exhibits proven consulting and influencing capabilities, effectively driving business objectives through innovative HR/Compensation strategies.
* Comfortable with identifying and implementing process improvements that save time, reduce complexity, and automate previously manual...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:18
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's International Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the International Private Bank, you will provide integral daily support to Investors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
* Execute brokerage trades, including: placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
* Create mandates for discretionary accounts
* Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis.
Work with Team Leader to monitor risk metrics across the team
* Work with Team Leader to monitor Client Advisor loadings.
* Submit and monitor fee schedules and billing
* Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
* Fluent in Mandarin and English
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretiona...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:17
-
As a Senior Executive Assistant in Corporate & Firmwide Functions Human Resources, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Manage extensive and complex calendar
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities and skills:
* Strong personal leadership, ability to work independently and effectively in a demanding, changing environment
* Minimum 10 years of proven experience supporting executive leadership with large organizations
* Exceptional travel planning skills and knowledge
* Detailed and strong organizational skills
* Project management skills
* Demonstrated ability to plan complex and large events
* Background in a client facing sales and financial services environment
* Exceptional interpersonal, presentation and communication skills
* Fluency in all Microsoft office products
Preferred qualifications, capabilities and skills:
* Strong JPMorganChase institutional knowledge and proven ability to navigate the firm fluidly
* Experience leveraging technology to promote efficiency
*
* Note: this role requires five days in the office (Mon - Fri) and does not support Hybrid options.
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 transac...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:16
-
Are you an experienced attorney with a passion for investment management? Join our dynamic team at JPMorgan Asset Management, where you'll play a pivotal role in shaping the future of our U.S.
Funds Management business.
This is your opportunity to work with one of the largest and most diverse fund complexes in the United States, offering a full array of investment products.
Be part of a team that values innovation, strategic thinking, and collaboration.
Elevate your career with us and make a significant impact in the financial industry.
As an Attorney in the JPMorgan Asset Management legal team, you will provide comprehensive legal support to the U.S.
Funds Management business.
You will engage in the creation and management of new and existing funds, navigate regulatory developments, and offer legal guidance to the JPMorgan Funds' Boards of Trustees.
This role offers exposure to a wide range of investment products and the opportunity for advancement in a fast-growing segment of our business.
The Legal Department at JPMorgan Chase & Co.
manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.
Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services.
As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm.
We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work.
If these values resonate with you, we would like to hear from you.
Job Responsibilities:
* Manage legal coverage for the U.S.
Funds Management business.
* Oversee the creation and management of mutual funds and exchange-traded funds.
* Advise on regulatory developments and their implementation.
* Provide legal support to the JPMorgan Funds' Boards of Trustees.
* Collaborate with internal teams on new business initiatives.
* Negotiate and document contracts for investment products.
* Interpret and advise on existing and new laws, rules, and regulations.
* Manage dispute resolution and potential litigation matters.
* Engage and manage outside counsel for complex legal issues.
* Communicate effectively with Board members and business leaders.
* Build and maintain strong client relationships.
Required Qualifications, Capabilities, and Skills:
* 5+ years of legal practice with a law firm or investment management firm.
* Expertise in the Investment Company Act of 1940.
* Strong leadership, analytical, and problem-solving skills.
* Proven ability to manage multiple complex projects simultaneously.
* Excellent business judgment and strategic thinking.
* Effective communication skills at all business levels.
* Ability to work collaboratively...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:15
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:14
-
The Global Trusts & Estates Practice is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive oversight to protect the legacy of our clients.
Over the last 160 years, we have been serving the world's wealthiest families as wealth advisor, trustee and investor.
We have over 500 fiduciary professionals, located in 19 states and 4 countries, administering over $150 billion in fiduciary assets in the U.S., Europe, Asia and Latin America.
J.P.
Morgan is one of the few firms to have on staff full teams of professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, philanthropy and grant administration, and management of specialty assets.
Mineral Asset Management ("Oil & Gas") is a specialized team within J.P.
Morgan's Global Trusts & Estates practice that manages clients' mineral interests as fiduciary for Trust, Agency and Foundation accounts holding oil, gas and minerals.
This includes providing land management and oversight of oil and gas assets held in these entities.
Each Mineral Property Manager is responsible for overseeing a book of accounts with mineral assets and works closely with fiduciary officers to insure that client related issues are addressed and all aspects of the oil and gas assets are understood as part of the entire relationship.
The Regional Mineral Property Manager will manage a team comprised of Mineral Property Managers and Analysts and will also be responsible for his/her own book of accounts.
Candidate will oversee all areas of mineral management including but not limited to: negotiating leases; sale of assets; performing surface inspections of working interest properties ; performing annual account reviews; analyzing cash flows and well activity to insure proper and timely payment of revenues; monitoring and approving ad valorem taxes to be paid; preparing and presenting client presentations with the trust officers and bankers; attending client meetings with account officers; assisting other bank personnel to market our mineral management services; reviewing and making recommendations to approve or reject new accounts holding oil and gas assets; reviewing and approving WI joint interest billings and authorizing expenses; coordinating and assisting in the closing and transfer of accounts; maintaining pending legal (litigation) and environmental file for risk and reporting purposes; overseeing asset set up and verification of division of interest; and understanding and curing title issues.
The Role
The Team Leader will lead a team of 8 oil & gas professionals.
Along with managing the team, the Team Leader will also be responsible for overseeing a book of accounts.
* Works closely with the Global Head of Mineral Asset Management to ensure the business serves clients and internal advisors to a consistently high standard
* Works closely with fiduciary officers t...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:13
-
International Private Bank - Investment Professional - Analyst
Job Description:
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's International Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the International Private Bank, you will provide integral daily support to Investors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
* Execute brokerage trades, including: placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
* Create mandates for discretionary accounts
* Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis.
Work with Team Leader to monitor risk metrics across the team
* Work with Team Leader to monitor Client Advisor loadings.
* Submit and monitor fee schedules and billing
* Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may re...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:12
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:11
-
J.P.
Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Job Summary:
As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of the trust.
You will assume the primary responsibility for the settlement of a trust including daily interaction with clients, internal partners, and outside intermediaries.
This role provides an opportunity to work with a diverse team and engage in problem-solving and risk management activities.
Job Responsibilities:
* Oversee the settlement of the trust, including distributions and coordination with investments, tax and operations.
* Interpret and apply the terms of the governing trust instrument to identify the individuals entitled to the funds.
* Determine the appropriate form of settlement to adequately protect the Bank, including the review of legal documents and accountings.
Work with internal and/or trust counsel to resolve any legal issues that may arise.
* Communicate with interested parties.
Address questions raised by remaindermen, co-trustees, trust counsel, counsel for remaindermen, and financial advisors for remaindermen.
* Work with remaindermen on any planning issues that may arise.
* Identify and avoid or minimize any unusual risk that might be incurred in connection with the terminating event consistent with applicable policies and procedures.
* Oversee investment decisions, including working with Investors.
* Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax.
* Identify and pursue potential cross-selling opportunities working with Trust Officers, Bankers and Investors.
* Participate on projects relating to Trust & Estates internal practices and procedures.
* Participate in other projects and assignments as needed.
Required qualifications, capabilities and skills:
* Relevant years of trust administration or settlement experience with direct client interactions
* Bachelor's degree required and JD preferred
* Technical Knowledge - strong understanding of fiduciary, legal, accounting, tax and investments concepts
* Problem Solving/Risk Management - takes initiative, decisive, accountable, exhibits critical analysis and judgment
* Client Servicing - client knowledge, gains the trust and confidence of clients
* Teamwork/Personal Eff...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:11
-
Wealth Management, Product Development, Vice President
Job Description:
JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Within Wealth Management (WM) Solutions, the Solutions Product Development group collaborates with various WM and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and National Branch lines of business.
This is a Vice President role focused on product development and management.
The Product Development team is responsible for launching and managing fee based, advisory products for distribution across four distinct US distribution channels.
These investments, whether proprietary or managed by third parties, include Separately Managed Accounts (SMAs), Mutual Funds (MFs), and Exchange Traded Funds (ETFs) across all asset classes.
In addition, the team is responsible for managing the product lifecycle across these programs and driving key strategic changes to streamline offerings across the channels.
This Product role will require strong expertise across all asset classes, especially fixed income, as well as the ability to build trusted relationships with key stakeholders, and the capability to influence across various organizational levels to achieve our strategic objectives.
Job Responsibilities:
* Partner with leaders across the company on designing and structuring new innovative offerings or enhance existing capabilities to ensure the best solutions are offered to our customers
* Independently lead product launches or changes collaborating across the investment management, business channels, trading, legal, compliance, risk, finance, tax, operations and technology teams
* Provide subject matter expertise on our offerings throughout the organization, assisting in addressing complex requests and representing these offerings in committees and forums
* Lead efforts to consolidate products, streamlining the offering to clients to optimize resource use and focus on areas of revenue and asset growth
* Provide ongoing product support and coordinate across business lines to ensure a unified client experience for new launches and the implementation of key program changes, both tactically and strategically
Required qualifications, skills, and capabilities:
* 8 years of experience in financial services, preferably with product experience in wealth management, asset management, investment banking, or consulting.
* Experience with investment products and asset classes, especially fixed income...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:10
-
Job Summary: Manage the implementation of new and incremental client business into the Securities Services organization within J.P.
Morgan's Corporate Investment Bank.
Your role will involve managing projects that range from single product implementations to comprehensive programs involving multiple products, entities, and stakeholders.
The role covers a diverse client base including Asset Managers, Hedge Fund Managers, Private Equity Managers, Pensions, Banks, Governmental Entities, and Insurance Companies.
Solutions and Implementation activity encompasses all Securities Services products including Custody, Fund Accounting & Administration, Hedge Funds Services, Investment Analytics, Compliance, ETF Services, IMOS, Private Equity Fund Services, Securities Lending, Margin Services, and Tri-Party Services.
Job Responsibilities:
Core Responsibilities:
* Drive client requirements gathering and propose & influence target solutions
* Ensure client requirements are understood by internal partners and work with them to design, document, and ensure appropriate sign-off
* Own and drive project activities including:
+ Manage a project plan to monitor and track progress, issues, and risks
+ Coordinate timely resolution of project risks with strong governance and reporting
+ Manage virtual working groups across multiple locations and disciplines
+ Execute post implementation reviews to assess client satisfaction and improve practices
* Ensure compliance with all controls and procedures
* Manage communication with internal and external project participants and stakeholders
Related Responsibilities:
* Contribute to strategy for delivering excellent client service
* Identify potential tactical and strategic improvements to implementation processes
* Proactively drive initiatives as agreed upon
* Collaborate with Sales and Proposal teams to accurately represent onboarding in RFPs and client presentations
* Represent the Solutions team in cross-functional and senior forums
Required qualifications, capabilities, and skills:
* Minimum 2-3 years experience in Financial Services industry
* Working knowledge of Securities Services products
* Strong project and program management skills
* Effective time management skills, with an ability to work in a fast paced, deadline driven environment
* Strong communication and collaboration skills; able to work with many different individuals and partner effectively with different groups
* Strong organizational skills including attention to detail and ability to manage multiple projects and responsibilities simultaneously
* Ability to work both independently and as part of a team
* Professional and proactive approach to work
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prom...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:09
-
Job Summary:
Manage the implementation of new and incremental client business into the Securities Services organization within J.P.
Morgan's Corporate Investment Bank.
Your role will involve managing projects that range from single product implementations to comprehensive programs involving multiple products, entities, and stakeholders.
The role covers a diverse client base including Asset Managers, Hedge Fund Managers, Private Equity Managers, Pensions, Banks, Governmental Entities, and Insurance Companies.
Solutions and Implementation activity encompasses all Securities Services products including Custody, Fund Accounting & Administration, Hedge Funds Services, Investment Analytics, Compliance, ETF Services, IMOS, Private Equity Fund Services, Securities Lending, Margin Services, and Tri-Party Services.
Job Responsibilities:
Core Responsibilities:
* Drive client requirements gathering and propose & influence target solutions
* Ensure client requirements are understood by internal partners and work with them to design, document, and ensure appropriate sign-off
* Own and drive project activities including:
+ Manage a project plan to monitor and track progress, issues, and risks
+ Coordinate timely resolution of project risks with strong governance and reporting
+ Manage virtual working groups across multiple locations and disciplines
+ Execute post implementation reviews to assess client satisfaction and improve practices
* Ensure compliance with all controls and procedures
* Manage communication with internal and external project participants and stakeholders
Related Responsibilities:
* Contribute to strategy for delivering excellent client service
* Identify potential tactical and strategic improvements to implementation processes
* Proactively drive initiatives as agreed upon
* Collaborate with Sales and Proposal teams to accurately represent onboarding in RFPs and client presentations
* Represent the Solutions team in cross-functional and senior forums
Required qualifications, capabilities, and skills:
* Minimum 2-3 years experience in Financial Services industry
* Working knowledge of Securities Services products
* Strong project and program management skills
* Effective time management skills, with an ability to work in a fast paced, deadline driven environment
* Strong communication and collaboration skills; able to work with many different individuals and partner effectively with different groups
* Strong organizational skills including attention to detail and ability to manage multiple projects and responsibilities simultaneously
* Ability to work both independently and as part of a team
* Professional and proactive approach to work
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most pro...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:07
-
Join one of the world's most influential companies and leverage your skills in cybersecurity to have a real impact on the financial industry.
As a Sr Lead Cybersecurity Architect at JPMorgan Chase within the Cybersecurity & Technology Controls organization, you are an integral part of a team that works to develop high-quality cybersecurity solutions for various software applications on modern cloud-based technologies.
You will be working on industry-leading payments applications in Chase Commerce Banking.
As a core technical contributor, you are responsible for carrying out critical cybersecurity architecture solutions by identifying, creating, and communicating risk, mitigation options, and solutions across multiple technical areas within various business functions in support of project goals.
Job responsibilities
* Engages technical teams and business stakeholders to discuss and propose technical approaches to meet current and future cybersecurity needs
* Designs Threat Models for new, emerging, and modernizing technologies, leveraging cybersecurity threat intelligence, data flows, and residual risk analysis
* Guides the evaluation of current cybersecurity principals, processes, and controls, and leads the evaluation of new technology using existing standards and frameworks
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Works with stakeholders and senior leaders to recommend business modifications during periods of vulnerability
* Serves as function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on Cybersecurity Architecture concepts and 5+ years applied experience
* Mobile security and/or mobile development background in iOS and/or Android.
* Hands-on practical experience delivering enterprise-level cybersecurity solutions and controls
* Experience in large-scale or start up role in cybersecurity solutions architecting, controls management, and threat modeling
* Demonstrated experience in conducting code reviews with Architects and Software Engineers, with programming languages such as Java, Python, or C
* Proficiency in automation and continuous delivery methods and the Software Development Lifecycle
* Advanced understanding of agile methodologies such as continuous integration and delivery, application resiliency, and security
* Demonstrated proficiency in software applications and technical processes within public cloud (AWS, Azure, GCP), Mobile, and...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:06
-
Our team is dedicated to executing innovative marketing strategies that enhance customer engagement and brand loyalty.
We focus on implementing data-driven campaigns across multiple channels, ensuring precise targeting and effective delivery.
By collaborating with cross-functional teams, we streamline processes and optimize efforts to achieve business objectives.
Our commitment to execution excellence drives impactful results and strengthens our brand presence.
As a Salesforce Marketing Cloud Builder-Associate on the Marketing Execution team, you should have expertise in orchestrating omni-channel customer journeys to join our dynamic team.
You will play a crucial role in leveraging Salesforce Marketing Cloud to create engaging and personalized omni-channel marketing experiences for our customers.
Job Responsibilities:
* Design and execute marketing campaigns within Salesforce Marketing Cloud to ensure a unified and seamless customer experience.
* Develop and optimize customer journeys using Journey Builder, ensuring personalized and seamless experiences for our customers.
* Design and code responsive HTML email templates for effective communication with customers.
* Collaborate with Marketing teams and other stakeholders to ensure timely execution of marketing communication across channels.
* Develop and implement a marketing automation processes to streamline repetitive tasks and improve overall efficiency.
Required qualifications, capabilities and skills:
* Bachelor's degree in a relevant field (e.g., Information Systems, Information Technology, Computer Science).
* Proven experience working with Salesforce Marketing Cloud and Segment or CDP platforms.
* Expertise in utilizing Journey Builder to create seamless and engaging customer experiences.
* Strong experience in designing and coding responsive HTML email templates for optimal display across devices.
* Comprehensive knowledge of industry best practices in designing and implementing omni-channel journeys.
Preferred qualifications, capabilities and skills:
* Experience working in an Agile environment and with Agile project methodologies.
* Ability to develop comprehensive technical/functional documentation and establish best practices documentation and user guides.
* Strong problem-solving skills and ability to work under pressure with tight deadlines.
* Excellent communication skills and ability to collaborate effectively with cross-functional teams.
* High energy and solutions-oriented individual with a proactive approach to challenges.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:05
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Salem, US-NH
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:04
-
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: Yorktown Heights, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:03
-
The Commercial and Special Industries (C&SI) is looking for an experienced individual to join its Finance and Business Management organization as Vice President, Sales Enablement & Business Management to support the Head of Sales Enablement & Business Management with end-to-end execution of their objectives 1) Increasing Sales Productivity, 2) Simplify and Optimize Sales Platform and processes, 3) Support New Business Growth 4) Marketing.
The team resides within the Commercial Bank Finance & Business Management organization.
As a Vice President within the Commercial and Specialty Industries (C&SI) Sales Enablement team, you will spearhead national projects related to the C&SI Sales Enablement agenda, collaborating with multiple partner groups such as Digital, Product Experience, Middle Office Transformation, and Business Management.
A key program aligned with the Commercial Bank Sales Enablement agenda is Make The Place Better (MTPB), an \"always on\" listening post designed to address the concerns of Commercial Banking employees and instill confidence that \"when we find a problem, we fix it so it does not happen again.\" In your role as VP, you will lead the program management and execution for C&SI MTPB, requiring you to work closely with various internal partners to analyze employee submissions and related data, develop insights, facilitate discussions to implement improvement plans, and report on opportunities and successes to enhance client and employee experiences.
Job responsibilities
* Support Sales Tech development initiatives, in collaboration with product / sales managers and cross-functional / line of business stakeholders, to enhance sales effectiveness.
* Collaborate with cross-functional teams on national projects and executes initiatives that improve existing processes and align to commercial banking goals.
* Contribute to the design, structure, and ongoing governance processes and platform needed to support the Global Banking Make the Place Better (MTPB) program.
* Establish processes and procedures to support the MTPB program and related reporting.
Prepare and present reporting to leadership and stakeholders.
* Analyze employee submissions to determine scoping, owner assignment and identify common trends and themes.
* Triage case submissions, facilitate data-driven discussions between Global Banking and other internal partners to identify solutions and resolutions for process improvement.
* Drive continuous improvement of the client and employee experiences through intake and resolution of employee improvement case submissions.
* Develop strong relationships with global and regional partners to effectively execute on case resolutions; establish credibility, which is founded on a detailed understanding of operational data and processes.
* Advise and influence leaders and stakeholders on business decisions and change initiatives to support and implement case resolution.
* Hel...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:02
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: South Attleboro, US-MA
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:01
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
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 Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and...
....Read more...
Type: Permanent Location: South Attleboro, US-MA
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:00
-
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: Memphis, US-TN
Salary / Rate: Not Specified
Posted: 2025-08-23 09:00:00
-
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
This is a unique opportunity to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team.
The Commercial Term Lending (CTL) Group has a powerful entrepreneurial spirit and offers incredible professional development.
As a Client Associate, you will have an internal drive to succeed and recognize that this opportunity provides career advancement by continuously improving upon the client's experience.
As a Commercial Real Estate Client Associate within the Commercial Term Lending team, you will have the opportunity to develop strong business relationships through proactive calling of prospects and existing clients.
You will play an integral role in creating and implementing marketing strategies, interacting with clients to understand their team member business needs, and offering creative solutions to help them grow their real estate portfolio.
You will also analyze commercial multifamily real estate cash flow and valuation, model various financial assumptions to select the best mortgage product for the client, and promote the loan package through the process from pre-approval to funding.
This role requires a minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services, a strong understanding of financial concepts, excellent time management, verbal communication and presentation skills, and a strong desire to be a contributing member on a sales team.
Job responsibilities
* Develop strong business relationships through proactive calling of prospects and existing clients
* Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events
* Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
* Analyze commercial multifamily real estate cash flow and valuation
* Model various financial assumptions to select the best mortgage product for the client
* Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
* Drive the loan package through the process by assessing status and leveraging internal business partners
Required qualifications, capabilities, and skills
* Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
* Strong desire to be a contributing member on a sales team
* Strong understanding of financial concepts requi...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-08-23 08:59:59
-
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 in Merchant Services Revenue Optimization you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Builds the framework and tracks the organizations key success metrics such as cost, feature and functionality, risk posture, and reliability
* Develop and implement strategic plans to drive growth and profitability in the merchant acquiring business
* Conduct thorough market analysis to identify trends, opportunities, and competitive threats in the merchant acquiring industry
* Lead efforts to expand the merchant network by identifying and securing new business opportunities and partnerships
* Oversee the development and enhancement of merchant acquiring products and services
* Optimize operational processes to improve efficiency, reduce costs, and enhance service delivery
* Establish Performance Metrics: Establish and monitor key performance indicators (KPIs) to track progress and drive continuous improvement
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise in Merchant Services, Payment Rails, or a relevant domain area
* Advanced knowledge of the Merchant Acquiring including industry practices and new emerging products and MOP development, and data analytics
* Proven ability to lead product and project life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Communicate effectively with internal and external stakeholders, including executive leadership, to align on goals and strategies
* Build and maintain strong relationships with key merchants, partners, and stakeholders
* Manage the financial performance of improvements to JPM MS products and services, including budgeting, forecasting, and reporting
* Identify and mitigate risks associated with merchant acquiring activities...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-23 08:59:58
-
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: Woburn, US-MA
Salary / Rate: Not Specified
Posted: 2025-08-23 08:59:56
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
....Read more...
Type: Permanent Location: Federal Way, US-WA
Salary / Rate: Not Specified
Posted: 2025-08-23 08:59:56
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-23 08:59:55
