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Asset Management - Private Credit Investment Specialist Vice President jobs at Jpmorgan

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4,888 jobs found
18.09.2025
JPM

JPMorgan Servicing & Operations Product Manager- Payments - Vice Pres... United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Develops a product strategy and product vision that delivers value to customers. Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap. Owns,...
Description:

Job responsibilities
  • Develops a product strategy and product vision that delivers value to customers
  • Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
  • Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
  • Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
  • Assist in developing and communicating the product vision and strategy for Merchant Services Servicing and Operations.
  • Support stakeholder engagement efforts to gather and prioritize product requirements, ensuring our solutions align with their needs and expectations.
  • Collaborate with internal teams regarding servicing tool related inquiries and feedback.
  • Contribute to defining and managing the product roadmap, ensuring alignment with company goals and customer needs.
  • Assist in conducting analysis and market research to identify opportunities for automation.
  • Monitor product performance and user feedback to support continuous improvement and innovation.
  • Help develop and deliver product training and documentation to ensure successful adoption and utilization of servicing and operations tools.
Required qualifications, capabilities, and skills
  • 5+ years of experience or equivalent expertise in product management or a relevant domain area
  • Advanced knowledge of the product development life cycle, design, and data analytics
  • Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
  • Bachelor’s degree in Business, Computer Science, or a related field.
  • 5+ years of experience in product management or a related field, preferably in the financial services or fintech industry.
  • Basic understanding of merchant services.
  • Demonstrated ability to support the launch and management of software products.
  • Strong analytical, problem-solving, and decision-making skills.
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and engage with clients.
  • Ability to thrive in a fast-paced, dynamic environment.
Preferred qualifications, capabilities, and skills
  • Demonstrated prior experience working in a highly matrixed, complex organization
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18.09.2025
JPM

JPMorgan JP Morgan Wealth Management - Private Client United States, Pennsylvania, Radnor Township

Limitless High-tech career opportunities - Expoint
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...
Description:

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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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18.09.2025
JPM

JPMorgan Private Client Banker - Walnut Street Shadyside Branch Pitts... United States, Pennsylvania, Pittsburgh

Limitless High-tech career opportunities - Expoint
Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and...
Description:

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job responsibilities

  • Shares the value of Chase Private Client with clients that may be eligible
  • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
  • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
  • Adheres to policies, procedures, and regulatory banking requirements

Required qualifications, capabilities, and skills

  • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
  • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
  • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
  • Compliance with Dodd Frank/Truth in Lending Act*
  • High school degree, GED, or foreign equivalent
  • Adherence to policies, procedures, and regulatory banking requirements
  • Ability to work branch hours, including weekends and some evenings

Preferred qualifications, capabilities, and skills

  • Excellent communication skills
  • College degree or military equivalent
  • Experience cultivating relationships with affluent clients
  • Strong team orientation with a commitment of long-term career with the firm

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

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18.09.2025
JPM

JPMorgan Financial Analysis - Pricing Credit Decision Unit Support Vi... United States, Texas, Plano

Limitless High-tech career opportunities - Expoint
Develop short-term and long-term pricing strategies based on the latest competitive landscape and business goals. Provide financial analysis for key pricing initiatives and serve as pricing support for CDU initiatives....
Description:

You will be at the forefront of transforming credit

As a Vice President of Pricing Strategy in Auto Lending team, you will be supporting the newly created Credit Decision Unit (CDU). You will provide pricing analysis and strategic recommendations to support the business' goals around volume and profitability and serve as pricing support that aligns to the CDU related objectives. You will be involved in building pricing tests, finding opportunities to enhance pricing, and addressing quantitatively challenging questions while also supporting all CDU related initiatives.

Job Responsibilities:

  • Develop short-term and long-term pricing strategies based on the latest competitive landscape and business goals.
  • Provide financial analysis for key pricing initiatives and serve as pricing support for CDU initiatives.
  • Collaborate with cross-functional teams to ensure alignment and successful execution of business strategies.
  • Leverage existing data from random price testing, pricing experiments and competitive data/insights to develop a robust framework for portfolio pricing optimization.
  • Provide ad-hoc datasets, reporting, and presentations to senior management.
  • Support the product team to help enhance/implement needed levers to enhance pricing capabilities.

Required Qualifications, Capabilities, and Skills:

  • 6+ years of experience in finance, data & analytics, or product strategy
  • Bachelor's Degree in relevant fields.
  • Experience managing a team
  • Strong analytical, quantitative, and communication skills.
  • Detail-oriented with well-developed problem-solving skills and a clear understanding of the drivers of profitability.
  • Strong teamwork and collaborative skills.
  • Ability to make concise presentations with sound business conclusions.
  • Proficiency in basic analytical tools such as SQL/Alteryx/SAS or any related language,
  • Microsoft experience in Excel and PowerPoint.

Preferred Qualifications, Capabilities, and Skills:

  • Master’s/MBA.
  • Experience in the Auto Finance Industry and specifically Pricing.
  • Familiarity with competitive analysis and market insights.
  • Ability to adapt to a fast-paced and dynamic environment.
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18.09.2025
JPM

JPMorgan JP Morgan Wealth Management - Private Client Advisor Miami F... United States, Florida, Miami

Limitless High-tech career opportunities - Expoint
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...
Description:

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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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18.09.2025
JPM

JPMorgan Communications Lead Data Visualization Specialist- United States, New Jersey, Jersey City

Limitless High-tech career opportunities - Expoint
Develop and execute program development and communications strategies by identifying and recommending communication needs, capabilities, and solutions that support the organization's operational and cultural objectives. Write and design content for...
Description:

As the Content Design Vice President Communications Lead for the Global Finance Technology organization at JP Morgan, you will play a key role in shaping communication strategies, developing impactful content, and analyzing insightful data. This position is part of the Chief of Staff Office and requires a proactive self-starter to help advance our objectives and foster a positive culture within our 1,600-person organization.

In this role, you will craft and implement comprehensive communication strategies that effectively convey our narrative to both business and technical partners, while enhancing employee engagement. You will design, write, and create content for the organization’s global communication channels, offering solutions that align with product development, operational, and cultural goals. Your exceptional verbal communication skills and senior stakeholder management abilities will cultivate productive relationships and influence decision-making to achieve beneficial outcomes. Your experience in managing complex initiatives, coupled with your proficiency in data analysis and adaptability, will empower you to navigate through complexity and change. Beyond leading strategic communications, you will also be responsible for developing and maintaining dashboards and reports to support operational programs and monitor key performance indicators. Your expertise in data analytics will provide actionable insights that inform strategic decision-making within the Global Finance Technology group.

Job Responsibilities

  • Develop and execute program development and communications strategies by identifying and recommending communication needs, capabilities, and solutions that support the organization's operational and cultural objectives.
  • Write and design content for various channels, including executive messages and presentations, global and location-specific events, and strategic communications initiatives.
  • Measure the effectiveness of communication messages, channels, and programs using data-driven insights, and assess their overall impact on the organization.
  • Utilize advanced data analytic skills to provide insights that clarify and enhance messaging, enabling data-driven optimizations to improve efficiency and effectiveness within the tech organization.
  • Develop and maintain dashboards and reports to track key performance indicators and metrics. Analyze data to provide actionable insights that inform strategic decision-making within the Global Finance Technology group.
  • Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain momentum.
  • Collaborate with cross-functional teams, working closely with senior stakeholders across regions and lines of business.
  • Champion globally inclusive cultural initiatives focused on engaging and motivating our global population.

Required Qualifications, Capabilities, and Skills

  • Proven experience in communications, content design, or a related field, preferably within a corporate or technology environment.
  • Expertise in written and verbal storytelling, crafting clear, engaging content that effectively conveys complex information.
  • Excellent verbal communication skills and experience collaborating with senior leaders.
  • Strong creative problem-solving skills, data-driven critical thinking, and a willingness to learn (e.g., identifying trends and patterns using a diverse and ever-growing toolkit).
  • Ability to design effective content architecture, organizing and structuring content for enhanced user experience and easy navigation within products or websites.
  • Experience with data visualization tools such as Tableau, Databricks, or similar platforms to develop and maintain dashboards and reports.
  • Strong organizational skills and the ability to manage multiple projects simultaneously.
  • Ability to build relationships and influence, organize, and direct people across various seniorities, teams, and departments.
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18.09.2025
JPM

JPMorgan Public Sector Payments Client Manager - Vice President United States, District of Columbia, Washington

Limitless High-tech career opportunities - Expoint
Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client....
Description:

As a Payments Client Manager (PCM) in the Global Payments Corporate Sales organization, you will manage a portfolio of well-established and complex client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships. Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth.

Job responsibilities:

  • Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client
  • Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements
  • Prepare and deliver periodic business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues
  • Drive product and solutions activation to enhance client value
  • Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution
  • Drive deal execution to achieve timely realization of business outcomes
  • Manage pricing events and optimize pricing to maximize revenue, and oversee the setup, maintenance, and monitoring of credit facilities to optimize utilization
  • Manage Know Your Customer (KYC) requirements and provide clients with necessary regulatory updates
  • Take ownership of ensuring high standards in pipeline and account planning and be responsible for the accurate administration of client coverage
  • Lead and be accountable for the governance of deals and the effective implementation of requests

Required qualifications, skills and capabilities:

  • 5+ years of experience in client management, sales, or a related role
  • Experience working with large multi-dimensional clients (multiple products/regions/etc.)
  • Strong understanding of payments products and payments industry dynamics
  • Knowledge of Public Sector Industry
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong client relationships
  • Analytical mindset with the ability to identify growth opportunities and optimize processes
  • Proficiency in CRM software and Microsoft Office Suite
  • This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status
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Limitless High-tech career opportunities - Expoint
Develops a product strategy and product vision that delivers value to customers. Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap. Owns,...
Description:

Job responsibilities
  • Develops a product strategy and product vision that delivers value to customers
  • Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
  • Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
  • Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
  • Assist in developing and communicating the product vision and strategy for Merchant Services Servicing and Operations.
  • Support stakeholder engagement efforts to gather and prioritize product requirements, ensuring our solutions align with their needs and expectations.
  • Collaborate with internal teams regarding servicing tool related inquiries and feedback.
  • Contribute to defining and managing the product roadmap, ensuring alignment with company goals and customer needs.
  • Assist in conducting analysis and market research to identify opportunities for automation.
  • Monitor product performance and user feedback to support continuous improvement and innovation.
  • Help develop and deliver product training and documentation to ensure successful adoption and utilization of servicing and operations tools.
Required qualifications, capabilities, and skills
  • 5+ years of experience or equivalent expertise in product management or a relevant domain area
  • Advanced knowledge of the product development life cycle, design, and data analytics
  • Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
  • Bachelor’s degree in Business, Computer Science, or a related field.
  • 5+ years of experience in product management or a related field, preferably in the financial services or fintech industry.
  • Basic understanding of merchant services.
  • Demonstrated ability to support the launch and management of software products.
  • Strong analytical, problem-solving, and decision-making skills.
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and engage with clients.
  • Ability to thrive in a fast-paced, dynamic environment.
Preferred qualifications, capabilities, and skills
  • Demonstrated prior experience working in a highly matrixed, complex organization
Show more
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