Consumer & Community Bank Corporate Development jobs at Jpmorgan in United States, New York

In our full-time program, we offer two design specialties:

Job responsibilities

• Collaborate with Experience Leads to design and refine product experiences.

• Work with UX Researchers and Lead Designers to conduct user research and usability testing.

• Engage in ideation and prototyping to develop innovative solutions that meet requirements.

• Create diagrams of product interactivity, including user flows and wireframes.

• Develop detailed designs using our Design System.

• Integrate Accessibility and Inclusive Design practices.

• Present and explain design decisions to Design Leads and the Product Team.

Required qualifications, capabilities, and skills

• Pursuing a bachelor's degree in relevant design discipline (e.g., Interaction Design, HCI, User Experience Design) in a related field (e.g., Business Administration, Psychology, Sociology, Anthropology, Engineering, Communications, etc.)

• Expected graduation date of December 2025 - June 2026.

• Digital portfolio demonstrating the ability to think from the perspective of the user, including the ability to communicate the following stages for Experience Design, Experience Research: Problem, Ideation, Testing, Solution, Impact and Reflection

Preferred qualifications, capabilities, and skills

• Familiarity with user-centered design approaches.

• Proficiency in Interaction Design and Visual/UI Design or Information Architecture.

• Experience with user-centered design practices.

• Developing skills in User Research, UX Writing, and Prototyping.

• Understanding of Accessibility Guidelines and Inclusive Design practices.

• Basic communication and presentation skills, including explaining design decisions.

Program Locations

• Plano, TX

• New York Metro

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• 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
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Job responsibilities

• Gather, analyze and present data and findings to facilitate decision making and business progression
• Collaborate across product partners, sales teams and business managers to identify client opportunities to help execute business plans
• Coordinate of the client agenda – client selection and coverage, prioritization, relationship status, growth opportunities, and performance metrics
• Coordinate financial management including: pipeline oversight and projections, forecasts, annual budgets, revenue reconciliation and expense management
• Influence production of financial reporting and ad hoc financial analytics and data modeling
• Own and manage materials for global business reviews, all hands calls, townhalls for Subsidiary Banking

Required Qualifications, Capabilities, and Skills:

• Minimum 5 years of post-grad experience in finance, project management, or business management roles.
• Strong analytical skills with the ability to articulate results to diverse audiences.
• Team-oriented and flexible, with project ownership skills.
• Ability to structure and build quantitative and qualitative analysis.
• Professionalism, discretion, and decision-making skills for interacting with senior executives.

Preferred Qualifications, Capabilities, and Skills:

• Degree in Finance or General Management.
• Understanding of business drivers and modeling.

As a Financial Planning & Analysis, Senior Associate in Corporate Stress Testing, you will be responsible for the execution of the Comprehensive Capital Analysis & Review and Risk Appetite (CCAR) stress testing forecasts. You will work on stress forecasting calculations, preparing presentations and multiple complex projects. You will also work closely with the central teams, Controllers, Control Management, and multiple functions within Corporate Functions.

Job responsibilities

• Serve as a liaison across corporate functions, Controllers, Firm wide Planning & Analysis, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and Recovery agenda
• Execute stress forecasting calculations and submission deliverables for CCAR and Risk Appetite
• Produce presentations, analysis and supporting materials for senior management that summarize forecast results, plans and progress
• Participate in and support ad-hoc special projects and requests as needed
• Provide timely and concise updates and escalate issues appropriately
• Enhance controls and improve risk environment, including producing, organizing and maintaining documentation
• Help process improvement and automations to increase operational efficiency

Required qualifications, capabilities and skills

• BA/BS in Finance or Accounting
• 5+ years of experience
• Advanced skills in Excel, Essbase and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Advanced verbal and written communication skills with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Self-starter with excellent time management/prioritization skills
• Good analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Demonstrated ability to partner well, mentor and influence others

Preferred qualifications, capabilities and skills

• CFA, CPA, MBA
• Experience in the financial services industry
• Experience with CCAR

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 throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

In this role you will have the exciting opportunity to oversee important partnerships and strategies across the consumer franchise.

Job responsibilities:

• Lead cross-functional efforts within the firm and with external partners to identify, negotiate, and execute key cobrand and network partnerships that drive business results and support the business strategy
• Collaboratively develop partnership strategy with the lines of business, including identifying key elements of the strategy, completing analysis, and making recommendations
• Structure and deliver specific partner proposals with the lines of business, including overall vision, partnership economics, and product integration
• Work in conjunction with finance, legal and other functional partners to craft financial business cases, deal constructs and other key terms associated with the partnership
• Ensure all deals and business development is executed in accordance with policies, controls, key functional partners, and Corporate Development procedures

Required qualifications, capabilities and skills:

• Bachelor's degree
• Deep analytical skills, including understanding of common financial statements and the ability to build financial models in Excel
• Experience leading cross-functional teams and formulating business strategies, including structuring problems, completing analysis, and making recommendations
• Ability to work independently and quickly adapt to new or ambiguous situations without significant assistance
• Effective written and oral communication skills and ability to communicate to senior internal and external stakeholders
• Proven experience in working across departments and lines of business within large organizations and fostering long-term relationships
• Strong proficiency in Microsoft Office Suite, including Word, PowerPoint, and Excel

Preferred qualifications, capabilities and skills:

• Experience with cobrand deals
• Experience across the financial services and banking industry
• Management consulting experience

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 throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate