Private Bank Life Insurance Specialist jobs at Jpmorgan in United States, Plano

As a Treasury Management Officer in Government Banking serving the Mid-Atlantic region based out of Washington DC, you will generate new treasury management business and maintain relationships with State and Local Governments. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Associates, Analysts , Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.

Job Responsibilities

• Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
• Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
• Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
• Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
• Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
• Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
• Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships

Required Qualifications, Capabilities and Skills

• 6+ years of cash management, sales and relationship management experience
• Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
• Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
• Excellent verbal and written communication skills
• Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
• Strong time management, organizational and planning skills

• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree
• Certified Treasury Professional designation

• Strong creative solution and problem-so

As an Applied AI/ML Vice President within our dynamic team, you will utilize your quantitative, data science, and analytical skills to tackle complex problems. Your role will involve collaborating with various teams to design, develop, evaluate, and execute data science and analytical solutions, all while maintaining a deep functional understanding of the business problem at hand. Your responsibilities will also include data wrangling, data analysis, and modeling, which encompasses model selection and the creation of swift, applicable modeling solutions.

Job responsibilities

• Engaging with stakeholders and understanding business requirements,
• Developing AI/ML solutions to address impactful business needs,
• Working with other team members to productionize end-to-end AI/ML solutions,
• Engaging in research and development of innovative relevant solutions,
• Coaching other AI/ML team members towards both personal and professional success,
• Collaborating with other teams across the firm to attain the mission and vision of the team and the firm

Required qualifications, capabilities, and skills

• Advanced degree in analytical field (e.g., Data Science, Computer Science, Engineering, Applied Mathematics, Statistics, Data Analysis, Operations Research)
• Experience in the application of AI/ML to a relevant field
• Demonstrated practical experience in machine learning techniques, supervised, unsupervised, and semi-supervised.
• Strong experience in natural language processing (NLP) and its applications.
• Solid coding level in programming languages, like Python, R, and C++, with experience in leveraging available libraries, like Tensorflow, Keras, Pytorch, Scikit-learn, or others, to dedicated projects.
• Previous experience in working on Spark, Hive, and SQL,

Preferred qualifications, capabilities, and skills

• Financial service background
• PhD in one of the above disciplines with minimum 3 years of relevant experience or Master in one of the above disciplines with minimum 5 years of relevant work experience

As an Annuities & Life Insurance Finance Associate within the Global Private Bank, you will influence outcomes for the business and challenge performance. You will be an integral part of our efforts to promote growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis, and recommendations to improve results and promote decisions, you will ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

• Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives
• Understand and evaluate the financial impact: changes in yields, pipeline projections, sales, product mix, and impacts
• Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes
• Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
• Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.)

• Ability to take ownership and work independently
• Analytical ability with capacity to tell the story and see the big picture
• Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM
• Ability to articulate ideas in a clear, concise, and structured manner
• Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
• Highly organized and structured; ability to prioritize and time manage is crucial
• Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key
• Utilize judgment and discretion in working with highly confidential information
• Bachelor’s degree
• 5+ years relevant experience '

• Experience in Annuities, Life Insurance, or Financial Analysis
• Proficiency in SQL and/or Python is a plus
• Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus

As an Applied AI/ML Vice President within our dynamic team, you will utilize your quantitative, data science, and analytical skills to tackle complex problems. Your role will involve collaborating with various teams to design, develop, evaluate, and execute data science and analytical solutions, all while maintaining a deep functional understanding of the business problem at hand. Your responsibilities will also include data wrangling, data analysis, and modeling, which encompasses model selection and the creation of swift, applicable modeling solutions.

Job responsibilities

• Engaging with stakeholders and understanding business requirements,
• Developing AI/ML solutions to address impactful business needs,
• Working with other team members to productionize end-to-end AI/ML solutions,
• Engaging in research and development of innovative relevant solutions,
• Coaching other AI/ML team members towards both personal and professional success,
• Collaborating with other teams across the firm to attain the mission and vision of the team and the firm

Required qualifications, capabilities, and skills

• Advanced degree in analytical field (e.g., Data Science, Computer Science, Engineering, Applied Mathematics, Statistics, Data Analysis, Operations Research)
• Experience in the application of AI/ML to a relevant field
• Demonstrated practical experience in machine learning techniques, supervised, unsupervised, and semi-supervised.
• Strong experience in natural language processing (NLP) and its applications.
• Solid coding level in programming languages, like Python, R, and C++, with experience in leveraging available libraries, like Tensorflow, Keras, Pytorch, Scikit-learn, or others, to dedicated projects.
• Previous experience in working on Spark, Hive, and SQL,

Preferred qualifications, capabilities, and skills

• Financial service background
• PhD in one of the above disciplines with minimum 3 years of relevant experience or Master in one of the above disciplines with minimum 5 years of relevant work experience

As an Associate in China Chief Data Office team, you will be tasked with implementing the data management strategy, ensuring consistent application of data policies, governance, and standards across various business lines and corporate functions in the China futures company. Your role will involve in leading and coordinating data-related workstreams, review & analysis of data related regulatory requirements, contribute to regulatory engagement as appropriate to the development of data-related agenda, development of reporting metrics, and execution of projects as per local regulatory requirements. You will also be responsible for promoting a data-centric culture in the entity. This role offers a unique opportunity to build strong partnerships with various teams and deepen your understanding of China's Financial Markets and regulations.

Job responsibilities:

• Support the Chief Data Office executives in defining and executing on global and local data strategy
• Lead and own specific data workstreams (i.e. data governance, data protection, privacy, data storage etc) in ensuring compliance with global firmwide policies and local regulatory requirements
• Develop reporting/ metrics to support governance meetings and managers with supervisory responsibilities e.g. Data Protection Officers
• Leads and execute specific projects required by local regulatory requirements (owned by Data office)
• Promote awareness of data culture across all CIB LOBs, conduct data governance training and communication strategy / campaign.
• Foster strong partnership with fellow APAC CDO team, Legal, Compliance, Tech Control, Technology, Operations and other business and functions
• Participate in regulatory engagement for agenda that is data related

Required qualifications, capabilities, and skills:

• B.A. in Finance, Technology or related fields
• Minimum of 6 years of experience in a leading financial institution or other similar fields with chief data office, finance, operations, compliance, change-the-bank management or other related experiences
• Good understanding of China Financial Markets and regulations
• Good understanding of data flows and data controls
• Clear and concise written and verbal communication skills in English and Chinese, along with the ability to tailor a message to various levels of management
• Strong aptitude to work with a wide range of line of businesses and functions
• Strong analytical, problem solving skills and result-oriented
• Highly motivated individual with excellent time management & organizational skills
• Strong interpersonal and relationship building skills, flexible and capable of engaging various functions, locations, and businesses

Preferred qualifications, capabilities, and skills

• Experience in technology and data-related fields are a plus

As a Payments Intern in the 2026 China Seasonal Internship Program, you will begin a 6-month program from July to December designed to provide a realistic career experience with the firm and exposure to top professionals across functions. Over the course of the program, you will be provided the necessary training and also learn a great deal from your colleagues and teammates. You will also get opportunities to meet senior colleagues and continue building your own professional network. You will develop essential knowledge and skills, and it is an outstanding first step towards building a dynamic, long-term career with us.

Job responsibilities

• Learn how we work with 100,000+ clients in 150+ countries to support cash management needs and technology-based payment solutions
• Identify opportunities to leverage emerging technologies to meet client needs
• Learn from product, strategy, or client coverage-based teams
• Be part of creating innovative ideas to transform the Payments landscape
• Work under the guidance of mentors and a supportive team
• Network with industry leaders, accessing best-in-class training and learning how all our businesses work together to provide excellent customer service

Required qualifications, capabilities, and skills

• Exceptional analytical, research and project management skills
• Familiarity with business fundamentals
• Ability to quickly solve problems on your own and with a team
• Enthusiasm, energy and a drive to succeed
• A collaborative mindset and willingness to partner and work on a team
• We are a global company whose primary business language is English and so fluent in English is required.
• All majors are eligible to apply
• Expected graduation date of December 2026 through July 2027
• Be able to work for at least 3 working days per week and last for 6 months
• Holding the permanent right to work in Mainland China is required
• Relocation assistance for flight and accommodation will not be provided

Program Period

Early July 2026 – Late December 2026

Shanghai / Beijing , China

Application Deadline

December 31, 2025 (23:59 Beijing time)

Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it’s important to complete all relevant application questions so we have as much information about you as possible.

After you confirm your application, we will review it to determine whether you meet certain required qualifications.

If you are advanced to the next step of the process, you’ll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

Completion of HireVue is required. Your application will not be considered for further review until you have done so. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

Reasonable Adjustments

J.P. Morgan is an inclusive employer of choice. If you require any adjustments to enable you to perform the essential functions of your job, please do not hesitate to contact your recruiter. If you would prefer to discuss this confidentially, please contact your respective recruiter.