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This position is on-site in our Sacramento, CA facility.
Position Summary:The Warehouse Associate is responsible for the safe and efficient operation of equipment to produce high-quality metal components and finished goods according to product specifications.
This role involves machine operation, quality control, troubleshooting, and process improvement to ensure optimal production performance.
Primary Accountabilities (Essential Duties):
* Completes daily safety precheck, of assigned equipment, prior to use.
* Receives and puts away raw material and finished goods
* Enter all information accurately into the SAP RF scanner to maintain inventory integrity.
* Utilize SAP RF scanners to accurately scan and pick each item on an order
* Pick each order line by line as displayed in the system
* Organize and stack items efficiently for ease of shipping and packaging.
* Meets or exceeds productivity targets per day, while maintaining safety and quality
* Properly picks orders in accordance to picking procedures and ensures compliance.
* Load and unload containers/ tucks
* Help with cycle counts
* Support other warehouse/production operations when order volume is low.
* Loads and/or assures the loading of metal onto uncoiler; assures metal is correct for product to be produced; feeds material correctly into machine for proper operation; performs related changeover of material as production requirements dictate.
* Follows safety requirements for the facility, warehouse and specific position including wearing required Personal Protective Equipment (PPE); follows environmental and hazardous waste disposal procedures.
* Ability to operate forklift in a small warehouse environment.
* Participates in process improvements, housekeeping and 5S within assigned area and/or within the facility as required or allowed by management.
* Follow safety requirements for the production and warehouse facility, including job specific requirements such as wearing always required Personal Protective Equipment (PPE) , attending training, and adhering to safety rules and expectations; follows environmental and hazardous waste disposal procedures.
* Works on projects and/or other assigned duties, as needed.
* May be required to work extra hours when needed.
Secondary Accountabilities:
* Supports Production, as necessary.
* Supports Site leader, as backup, as necessary.
* Supports Delivery Driver, as backup, as necessary.
Education and/or Experience
Less than high school education; or one month to three months of related experience or training; or equivalent combination of education and experience.
Certificates, Licenses, Registrations
May be asked to have a Forklift License to facilitate loading.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job...
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Type: Permanent Location: West Sacramento, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:18
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Trade & Working Capital, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Trade & Working Capital (TWC) is a division of Payments.
For more than 200 years, J.P.
Morgan has helped clients make trade payments, access liquidity, and manage risk.
We connect counterparties with market-leading Core Trade, Supply Chain Finance (SCF), A/R Finance, Inventory Finance, Contract Monetization, and Export Finance solutions.
Our institutional strength, practical expertise, comprehensive technology, and unparalleled network enable us to deliver powerful global solutions, when and where our clients need them.
Our global product and technology platform, integrated client service model and network of operational centers enable us to deliver a consistent set of services to clients no matter where they are across the world.
Job responsibilities
* Partners with the Global and Regional Product leads to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Supports the rollout of new systems by working closely with the Technology team, ensures that new systems align with product goals and enhance the client experience
* Assists on preparing for reviews by internal audit teams and external bodies, such as the Office of the Comptroller of the Currency (OCC)
* Contributes to building a framework for tracking key success metrics for the product, including cost, features, risk, and reliability
* Works with Finance partners to ensure accurate reporting of financial performance, including Profit and Loss (P&L) for global Structured Working Capital (SWC)
* Manage the Product book of works
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Trade product management experience
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
Preferred qualifications, capa...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:18
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Are you ready to take on a pivotal role in shaping data strategies that drive business operations and strategic objectives? As a Data Owner Lead, you will be at the forefront of executing data strategies that empower our organization to achieve its goals.
Serving as a subject matter expert, you will bridge the gap between data providers and consumers, ensuring that business data is not only understood and fit for purpose but also well-governed.
As a Data Owner Lead within our data management team, you will play a pivotal role in executing data strategies that promote business operations and strategic objectives.
You will serve as a subject matter expert, coordinating between providers and consumers to ensure business data is understood, fit for purpose, and well-governed.
Collaborating with cross-functional teams, you will identify and prioritize data needs, ensuring data quality, protection, integration, and utilization across the organization.
Your leadership will foster a data-promoten culture that supports organizational growth and competitive advantage.
As a Data Owner Lead, you will implement strategic data plans, manage projects, and collaborate with partners to ensure data is well-documented and controlled.
You will lead efforts to mitigate data risks and enhance data quality, ensuring data serves as a trusted asset for decision-making and innovation.
Job Responsibilities:
* Implement strategic plans to deliver data solutions that effectively support business operations and strategic objectives, to align with organizational goals
* Manage the execution of projects and related milestones, understand and mitigate risks, bottlenecks, and inefficiencies throughout the project / initiative
* Collaborate with key partners to ensure that critical data is well-documented as to its meaning and purpose, and classified accordingly with metadata to enable its understanding and control
* Document comprehensive requirements for data sourcing, content and quality, and coordinate with technology and business partners to ensure timely, complete, and accurate data
* Develop and oversee processes to identify, monitor, and mitigate data risks throughout the data lifecycle, addressing issues related to data protection, retention, storage, use, and quality
* Support data analytics and products by identifying and governing data required to be integrated into analytics platforms to support analytics projects
* Communicate and resolve data issues in a timely and consistent manner, maintaining data integrity and consumer trust
* Manage and guide direct or matrixed staff in executing data-related tasks and initiatives
Required qualifications, capabilities, and skills:
* Bachelor's degree in Data Science, Computer Science, Information Systems, Data Analytics, or a related fieldl
* 6+ years of experience in data management, data governance, risk management/analytics, or a related field
* Proven leadership t...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:17
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Langhorne, PA - Seeking Hospital Medicine Advanced Providers
Become a Valued Member of Your Hospital Medicine Team
As an Advanced Provider, you play a critical role in our mission to improve lives in Hospital Medicine and are a valued member of the full care team.
At Vituity we know the impact you can have.
Join the Vituity Team.
At Vituity we've cultivated an environment where passion thrives, and success comes through shared purpose.
We were founded in a culture that values team accomplishments more than individual achievements, an approach we call "culture of brilliance." Together, we leverage our strengths and experiences to make a positive impact in our local communities.
We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done.
Vituity Locations: Vituity has opportunities at 475 sites across the country, serving 9 million patients a year.
With Vituity, if you ever need to move, you can take your job with you.
The Opportunity
* Seeking Hospital Medicine physician assistants and nurse practitioners.
* Current national certification, DEA, and BLS are required.
* ACLS and PALS are preferred.
* Current PA state license is a plus.
The Practice
St.
Mary Medical Center - Langhorne, Pennsylvania
* At Vituity, Advanced Providers are respected, empowered, and involved in making a difference at the clinical level and leadership level.
* Share and receive support from a network of 5,000+ clinicians.
* Unparalleled professional development opportunities, including fellowships, internships, and a stipend for professional growth.
The Community
* Langhorne, Pennsylvania, nestled in Bucks County, offers a charming blend of small-town warmth and modern convenience.
* Its historic district features beautifully preserved Federal, Victorian, and Craftsman-style homes, reflecting the borough's rich heritage.
* Families are drawn to Langhorne for its excellent schools and community-focused atmosphere.
* The town is home to Sesame Place, a beloved theme park that delights children and adults alike.
* Outdoor enthusiasts can explore Core Creek Park, offering trails, boating, and picnic areas.
* Langhorne experiences four distinct seasons, with warm summers and snowy winters, providing a variety of recreational opportunities year-round.
* Its strategic location offers easy access to Philadelphia's major league sports teams-the NFL Eagles, NBA 76ers, NHL Flyers, and MLB Phillies-as well as cultural landmarks like the Liberty Bell and Independence Hall.
* With its blend of historical charm, family-friendly attractions, and proximity to urban amenities, Langhorne is a delightful place to live and work.
Benefits & Beyond
*
Vituity cares about the whole you.
With our comprehensive compensation and benefits package, we are mindful of what matters mos...
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Type: Permanent Location: Langhorne, US-PA
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:16
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We are looking for a dynamic and analytical Senior Associate to join the Digital Assets team within the Treasury function, reporting to the Head of Intraday Liquidity.
Our team is responsible for establishing an in-house expertise to influence industry regulation as well as new JPM product offerings.
As a Senior Associate within Corporate Treasury, you will grow a new area of focus related to evolution in the payments and digital assets industry.
If you are interested in the future of payments and digital assets, changing regulatory landscape and its impact on the financial industry, this is an excellent opportunity for you!
Job responsibilities:
* Gather and analyze data and industry whitepapers to establish in-house expertise and well-informed views to influence industry regulation as well as new JPM digital product offerings.
* Partner with several internal groups, including regulatory affairs, government relations, treasury policy, liquidity management, risk, and business, on matters related to Payments & Digital assets.
* Develop and maintain a deep understanding of JPM's digital asset platform and new products offering along with insights on other competitor products.
* Contribute to the creation of data strategy and standards to develop centralized monitoring of liquidity impact from the growth in JPM digital asset offering.
* Adapt to the evolving regulatory and product landscape as we continue to play a pivotal role in managing through risks emerging from fast-paced growth in these industries.
Required qualifications, capabilities, and skills:
* Bachelor's or master's degree in finance or engineering, or similar quantitative field preferred
* Strong quantitative and qualitative analytical skills with attention to detail
* An organized self-starter and quick learner with the ability to work under pressure, prioritize multiple projects, and bring projects to closure.
* Clear and concise written and verbal communication skills, with the ability to communicate effectively with partners across J.P.
Morgan
* Demonstrated initiative, strong business acumen, and a sense of ownership.
* Proven ability to build strong partnerships with cross-functional teams and stakeholders, including those in payments, regulations, product, technology, and risk.
* Proficient in Microsoft Excel, PowerPoint and Word
* Strong data analytics skills, with experience in manipulating large datasets using business intelligent tools (Alteryx, Tableau, or similar data analytics system)
Preferred qualifications, capabilities, and skills:
* Proficient knowledge in Payments and Liquidity products
* Keen interest in Fin Tech and the future of Payments and Digital Assets
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 und...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:16
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Elk Grove Village, IL - Seeking Emergency Medicine Advanced Providers
Become a Valued Member of Your Emergency Team
As an Advanced Provider, you play a critical role in our mission to improve lives in the Emergency Department and are a valued member of the full care team.
At Vituity we know the impact you can have.
Join the Vituity Team.
At Vituity we've cultivated an environment where passion thrives, and success comes through shared purpose.
We were founded in a culture that values team accomplishments more than individual achievements, an approach we call "culture of brilliance." Together, we leverage our strengths and experiences to make a positive impact in our local communities.
We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done.
Vituity Locations: Vituity has opportunities at 475 sites across the country, serving 9 million patients a year.
With Vituity, if you ever need to move, you can take your job with you.
The Opportunity
* Seeking Emergency Department/Urgent Care Center physician assistants and nurse practitioners.
* One (1) year of EM experience is preferred.
* Current national certification, DEA, ACLS, BLS, and PALS are required.
* Current IL state license is a plus.
The Practice
Ascension Alexian Brothers Medical Center - Elk Grove, Illinois
* 380-bed community-based hospital with high acuity patients.
* Level II Trauma Center and Comprehensive Stroke Center with neuro interventional services.
* 34-bed main ED with an annual volume of 41,000 and a 27-28% admit rate.
* Full complement of fast, sub-specialty backup.
* CMS 5-star hospital and one of Becker's 100 Great Hospitals in America.
The Community
* Elk Grove Village, Illinois, is a dynamic community that combines suburban charm with economic vitality, making it an exceptional place to live and work.
* Known for its thriving business park, one of the largest in North America, the village offers abundant job opportunities.
* Landmarks like the Ned Brown Preserve (Busse Woods) provide residents with scenic walking and biking trails, fishing, and picnic areas.
* Seasonal weather includes snowy winters, vibrant springs, warm summers, and colorful autumns, allowing year-round outdoor activities.
* Elk Grove Village's location near O'Hare International Airport and major highways makes it convenient for commuting and travel.
* Families benefit from excellent schools, safe neighborhoods, and access to cultural events.
Benefits & Beyond
*
Vituity cares about the whole you.
With our comprehensive compensation and benefits package, we are mindful of what matters most, and support your needs of today and your plans for the future.
* Superior health plan options.
* Dental, Vision, Life and AD&D coverage, and more.
* Top Tier 401(k) retirement savin...
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Type: Permanent Location: Elk Grove Village, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:15
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Truckee, CA - Seeking Senior Practice Administrator
Everybody Has A Role to Play in Transforming Healthcare
As Senior Practice Administrator, you play a vital role in our mission to improve lives.
Provide direct, business operations support to our medical directors, site physician partners, advanced providers, and scribe (when applicable) employees.
At Vituity we know the impact you can have.
Join the Vituity Team.
At Vituity we've cultivated an environment where passion thrives, and success comes through shared purpose.
We were founded in a culture that values team accomplishments more than individual achievements, an approach we call "culture of brilliance." Together, we leverage our strengths and experiences to make a positive impact in our local communities.
We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done.
Vituity Locations: Vituity has opportunities at 475 sites across the country, serving 9 million patients a year.
With Vituity, if you ever need to move, you can take your job with you.
The Opportunity
* Act as the operational administrator for the site Vituity leadership and as the interface for the practice to the hospital and community.
* Act as the front-line liaison for the provider team with hospital C-Suite, nursing leadership, nursing staff, and Vituity support team.
* Provide executive support to the site medical director and site management team to meet contract expectations.
* Provide support for all site financials to include, but not limited to, contract stipends, expense reimbursements, and site payroll timecards.
* Manage assigned site employees, to include, but not limited to, all aspects of recruiting and onboarding; development and periodic evaluation of training materials; provide mentoring, coaching, counseling, and disciplinary corrective action plans as appropriate; complete and conduct performance evaluations; and conduct compensation review and analysis under the guidance of the site Medical Director.
* Act as the super user for all Vituity software applications and as a point person for hospital software and hardware systems.
* As appropriate to site practice, provide support to Vituity providers acting as a percipient witness in criminal or civil disputes including, but not limited to, receiving and routing subpoenas, scheduling depositions and trial testimony as applicable, development of a provider fee schedule, and including malpractice carrier as appropriate.
* Provide office management to include, but not limited to, all aspects of meeting management, office systems, supplies, site events, and customer service.
* As applicable to the practice line, facilitate all aspects of the daily patient census and attend daily multi-disciplinary rounds.
* As applicable to the site practice, responsible for all aspects o...
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Type: Permanent Location: Truckee, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:14
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Mandeville, US-LA
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:13
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General Summary: Answers and directs telephone calls and greets vendors and visitors.
Benefits and Culture
We offer a competitive compensation and benefits package designed to help employees live a healthier life, build rewarding careers and save for the future.
Reser's offers choices whenever possible, because we recognize the diverse and ever changing needs of our employees.
Full-time employee benefits include medical, dental, vision, AD&D, life, 401(k) with discretionary match, wellness programs, paid time off, company paid holidays and a variety of voluntary benefit options.
We strive to be your Employer of Choice.
As one of our five cornerstones, this means that we go all-out to create an environment that shows we are committed to investing in employee growth and creating a culture of belonging where employees want to build a lasting career.
Visit our website to learn more about our competitive benefit programs - https://www.resers.com/careers/#benefits
Principal Duties and Responsibilities
1.
Answers the telephone and greets vendors and visitors.
2.
Provides administrative assistances to production offices.
3.
Distributes job applications and receives completed resumes.
4.
Sorts, files, and scans office documents.
5.
Sorts, distributes, and sends mail for the production offices.
6.
Responds to various customer and employee requests.
7.
Regular attendance and punctuality is required due to working with people, items and equipment that are at the facility.
Job Specifications
1.
1+ years’ experience operating a switchboard is required.
2.
Bilingual (español)
3.
Requires high school diploma or equivalent.
4.
Basic PC skills are required.
5.
Excellent oral and written communication skills.
Working Conditions
1.
Office environment.
2.
Production demands may require overtime and/or evening or weekend scheduling.
Recipe for Success
Reser’s is the leading provider of fresh refrigerated deli salads, side dishes, and prepared foods for the supermarket, club store, and food service industries.
Family owned and operated, Reser’s has been a proud sponsor of good times at racetracks, picnics, BBQs, music festivals, and affordable family meals since 1950.
Reser’s family of brands include Reser’s American Classics, Main St Bistro, Stonemill Kitchens, and more.
With more than 4,500 employees, Reser’s operates 14 facilities in the US, Mexico, and Canada and actively supports the communities it serves.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
General Administration
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Type: Permanent Location: Topeka, US-KS
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:13
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The Global Trusts & Estates Practice is an integral part of the services we offer to clients.
With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
When J.P.
Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust.
Through collaboration, intellectual curiosity and creativity, you can accomplish extraordinary things at J.P.
Morgan.
Our people do outstanding work by partnering with clients and each other to generate positive change in our local and global communities every single day.
We are committed to your growth and development.
We offer opportunities across all of our businesses that can take you in any direction you want to go and leaders who will support you in getting there.
JPMorgan Chase & Co.
is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in over 60 countries.
It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking.
The J.P.
Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities.
For over 7 consecutive years we have been voted number 1 in the U.S.
for overall private banking services by Euromoney , and we have been specifically recognized for our succession planning, advice and trust services.
Job Responsibilities
* Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
* Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
* Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
* Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration
* Work with Tax Officers and trust counsel to resolve tax issues
* Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus
Client Relationship Management
Trust Officers must develop relationships with beneficiaries and advi...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:12
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The Global Trusts & Estates Practice is an integral part of the services we offer to clients.
With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
When J.P.
Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust.
Job Summary
As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global Trusts & Estates Practice.
You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors.
You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services.
Your role will be crucial in maintaining our reputation as a leading global financial services firm.
Job Responsibilities
* Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
* Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
* Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
* Work with Tax Officers and trust counsel to resolve tax issues
* Address questions raised by beneficiaries, co-trustees and their advisors
* Work in a team-based environment
* Develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries.
Trust Officers have responsibility to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client services
* Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM's role, the risks inherent in the structure and underlying assets, and the client's expectations
* Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation
Required Qualifications, Skills and Capabilities
* Bachelor's Degree required
* In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
* Min...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:12
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In this role you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to the firm.
As an Associate on the Strategy & Business Development team, you will manage mission-critical projects that range from developing growth strategies and assessing new market entry plans to implementing organizational restructurings, operational efficiencies, and pre and post-deal merger & acquisition projects.
These projects are typically team-based and involve close collaboration with senior executives.
Your primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating and managing investment and non-investment products, solutions, and services across wealth management.
This includes areas such as sales & trading, brokerage, Chief Investment Office/investment management/managed investments, advisory, alternatives, retirement, workplace, deposits, trusts & estates, mortgages, and insurances.
You may also have opportunities to be cross-staffed across the broader Asset & Wealth Management (AWM) Strategy team based on your interests and availability.
In this position, you will play a pivotal role in advancing key projects.
Your responsibilities will include conducting and managing detailed analyses, creating comprehensive presentations related to strategic planning, business enhancement, and optimization, and participating in various internal consulting initiatives.
You will collaborate closely with senior team members, conducting analysis and research, and working extensively with colleagues across Asset and Wealth Management, including investment professionals, product owners, and functional teams.
This role offers you the opportunity to formulate and present recommendations to senior leadership and engage in regular interactions with senior management.
Job Responsibilities:
* Perform competitive and market sizing analyses, including profiling competitors' offerings / strategies and identifying factors driving growth or change in industry structure
* Identify and develop growth strategies based on identifying customer segments, buying behaviors, and customer value propositions
* Translate growth strategies into operational initiatives by modeling business decisions, determining cost structures / drivers, and assessing financial impacts
* Define operating models and address related organizational design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies
* Manage or facilitate inter-Line of Business or intra-Line of Business initiatives
* Drive development of key leadership communication and strategy materials (including for Investor Day and annual Operating Committee off-sites)
* Assess strategic rationale and drivers of value in potential mergers and acquisitions transactions
Required qualifications, capabilities and sk...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:11
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Unlock your potential as a Client Associate at J.P.
Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.
Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships.
With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms.
Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience.
Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice.
Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence.
Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 18...
....Read more...
Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:10
-
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
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 mana...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:09
-
We 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: Riverhead, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:08
-
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Healthcare Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Associate in our Mid Cap Investment Banking Healthcare group, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
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 pro...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:08
-
Step into a pivotal role with the XVA Product Control team in New York, where your expertise will drive financial excellence and strategic innovation.
This is your opportunity to shape the future of product control, managing P&L and risk with precision while collaborating with senior stakeholders across the finance organization.
Join a dynamic environment that values your analytical prowess and leadership skills, offering a platform for growth and impact.
As a senior associate within the Americas Credit Portfolio Group, you will have the opportunity to be part of the XVA Product Control team based in New York covering CVA (credit valuation adjustment) and FVA (funding valuation adjustment).
You will be working with a wide range of products from CVA/FVA to various hedging instruments (Credit, Rates, Equity, Commodity, FX).
This role is a perfect fit for someone with extensive Product Control knowledge and expertise who is ready to take their career to the next level.
You will be responsible for both P&L and Risk, interacting with a range of stakeholders from Front Office, Market Risk Coverage and other key business and control functions.
This role will give you the chance to interact with senior stakeholders across the finance organization, making it an important and significant aspect of your role.
Job responsibilities
* Produce and report on the Daily P&L and Risk, ensuring it is completed in an efficient and controlled manner
* Responsible for integrity of the balance sheet and accounting for the business
* Provide detailed analysis and commentary on the financials to desk heads, business managers, and senior finance management
* Partner with the business and its stakeholders to implement robust controls and implement strategic initiatives
* Identify and implement continuous improvements and ensure processes adapt to meet changing systems and control requirements
Required qualifications, skills, and capabilities
* 3+ years Product Control experience or equivalent
* Experience within Product Control related to CVA/FVA
* Excellent analytical skills and attention to detail including a strong control focus
* Excellent communication skills and ability to develop strong working relationships.
* Educated to at least Bachelor's degree (or equivalent) level
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 an...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:07
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Fort Lauderdale, US-FL
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:07
-
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: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:06
-
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC.
Job Summary
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
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, s...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:05
-
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P.
Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets.
Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists.
Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies.
Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies.
As an Investment Specialist within the team, you will play a crucial role in articulating the team's views, positions, and performance.
You will assist in servicing existing relationships, pitching for new business, and developing marketing materials.
Collaborating closely with portfolio managers, sales channels, other investment specialists, and internal support and operations groups, you must exhibit outstanding teamwork and communication skills.
Job Responsibilities:
* Analyzing portfolios including positioning, analytics and performance results
* Creating and maintaining client presentations, marketing, performance commentary, and other client communications
* Responding to ad-hoc requests from clients and internal groups
* Facilitating meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings)
* Partnering with client advisors on new business opportunities (represent fixed income capabilities in meetings, facilitate RFPs, pitch decks)
* Developing in-depth understanding of fixed income investment portfolios
Required qualifications, capabilities and skills
* 2+ years of experience with fixed income knowledge
* Interest in financial markets, economics and the insurance industry
* Bachelor's degree
* Strong proficiency with PowerPoint slide creation and strong Excel skills required.
* Meet tight deadlines while possessing strong attention to detail
* Demonstrate ability to multi-task and re-prioritize quickly
* Written and verbal communication skills
* Quantitative skills - proficiency in basic financial calculations and high aptitude with numbers
* Adaptable, innovative, and results oriented, with excellent teamwork skills
* Series 7 & 63
Preferred qualifications, capabilities and skills
* Other computer skills 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 and...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:05
-
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: Bozeman, US-MT
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:04
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in re...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:03
-
Posting Summary:
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
One of the world's most highly respected advisory franchises, J.P.
Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job Description:
As an Associate in Equity Research covering Homebuilding, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.
This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector.
You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence.
Research is fast-paced, demanding and intellectually stimulating.
We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Job Responsibilities:
* Build and maintain Excel-based models to forecast company financials and project industry dynamics
* Perform detailed valuation work to support stock recommendations
* Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage
* Write research notes on covered companies and sector reports and prepare presentations
* Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
* Fulfill client requests in a timely and thorough manner
* Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product
Required Qualifications, Capabilities and Skills:
* FINRA licenses Series 86 and Series 87
* Two to three years of experience in equity research and/or investment banking
* Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience
* Advanced level of proficiency in Excel
* Ability to multi-task and collaborate within a team environment as well as work independently
* High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment
* Passion for the markets and interest in the Homebuilding sector
Preferred Qualifications, Capabilities and Skills:
* CFA charterho...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:01
-
Business Management enhances business performance by promoting key initiatives and managing risks.
The role is dynamic, adapting to business priorities, and is crucial in advising senior management and coordinating resources for strategic objectives.
Part of the Global Capital Markets Business Management team, this New York-based position supports the Strategic Financing Solutions group, offering innovative financing solutions to corporate and investor clients.
As a Vice President Business Manager within the Global Capital Markets team, you will lead the establishment of the business management support model for this new group.
Your responsibilities will include implementing business performance reports, creating and delivering analytical work to inform the management team's decisions, and measuring the success of the business's key initiatives.
Job responsibilities
* Track and understand trends by analyzing booked fees and pipeline activity.
Provide insights on drivers of change to F&BM partners and management team
* Analyze competitor data, in particular league tables, to benchmark JPMorgan's performance against other competitors and assist the management team in understanding underlying trends
* Provide regular updates to senior management on P&L, new mandates and missed deals, revenue forecast, headcount tracking, potential risk areas
* Prepare content used in Business Reviews and Town Halls.
* Build and/or maintain various databases to monitor proprietary deal-related information not available in public sources to facilitate enhanced business analyses
* Assist with ad-hoc requests and projects to support the growth and development of our business
Required qualifications, capabilities, and skills
* Bachelor's Degree in Business, Finance, Economics, or other related area
* Previous product knowledge and/or prior Business Management or COO experience
* Energetic and dynamic in style, positive attitude
* Highly motivated self-starter with excellent time management/prioritization skills
* Able to forge strong internal relationships across a broad range of functions
* Self-motivated, tenacious and able to work with high degree of independence
* Excellent written and oral communication skills with ability to present well to senior and global business heads
* Able to both define and deliver to conclusion a strategic agenda across multiple groups
* Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
* Excellent project management and organizational skills
* Attention to detail with logical thought process
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 ye...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-31 08:19:00
