Jp Morgan Wealth Management - Market Director Indianapolis North jobs at Jpmorgan

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...

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

Limitless High-tech career opportunities - Expoint

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.

Required qualifications, capabilities, and skills

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

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

• 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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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...

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

Required qualifications, capabilities, and skills

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

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

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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...

JPMorgan JP Morgan Wealth Management - Private Client Advisor St Pete... United States, Florida

Required qualifications, capabilities, and skills

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

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

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Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. Greet...

JPMorgan Branch Operations Lead - South Dallas Market- TX United States, Texas, Dallas

As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities

Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.

Required qualifications, capabilities, and skills

You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
You have 1+ years of retail banking experience.
You have a high school degree, GED, or foreign equivalent.
You have the ability to work branch hours including weekends and evenings.

Preferred qualifications, capabilities, and skills

You have 6+ months of Associate Banker (Teller) experience.
You have a college degree or military equivalent.

Training and Travel Requirement

You’ll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
You’ll need to be able to travel as required for in-person training and meetings.

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Supporting all clients discussions and providing RFP responses on CHSS and CLS product inquiries. Working closely with external clients and partners across LOBs: sales/service, implementation, tech & ops, risk, compliance,...

JPMorgan Market Executive Healthcare Services Mid-Corporate United States, Texas, Houston

As a USD Treasury Payments Sr Product Associate within Global Clearing, you will have responsibilities across Payments products, specifically responsibilities for Clearing House Settlement and CLS USD Nostro Services.

Job responsibilities

Supporting all clients discussions and providing RFP responses on CHSS and CLS product inquiries
Working closely with external clients and partners across LOBs: sales/service, implementation, tech & ops, risk, compliance, legal and other groups to ensure proper due diligence and review prior to presenting to stakeholders
Ensuring client-facing materials, agreements and internal job aids are accurate, up-to-date and position/protect appropriately
Identifying and implementing the technical and business requirements to support additional clearinghouses
Deepening relationships with clearinghouses, CCPs and CLS Bank to ensure information exchange and alignment with strategic initiatives
Partner with the Product Managers 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
Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
Writes the requirements, epics, and user stories to support product development

Required qualifications, capabilities, and skills

3+ years of experience or equivalent expertise in product management or a relevant domain area
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
Experience in High Value (wire) transfers, Fedwire, ISO 20022
Experience with Clearinghouse Settlement & CLS
Knowledge of securities services including custody, transfer agency and other funds services

Preferred qualifications, capabilities, and skills

Experience in client-facing roles
Proven track record in risk identification and management
Demonstrated prior experience working in a highly matrixed, complex organization
Blend of critical and creative thinking, outstanding communication skills, and ability to inspire and work well with others

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Own the AI in Operations portfolio management process end to end including the intake process, prioritization and workflow process, and metrics and reporting. Advance and mature the portfolio management process...

JPMorgan Branch Manager - Sonoma Market Fort Bragg CA United States, California, Fort Bragg

The
AI in Operations program

As a Portfolio Manager within The AI in Operations Transformation Office, you will own the end to end process around the AI use cases to ensure appropriate scaling and collaboration of AI capabilities and prioritization of highest value opportunities across the Operations space. Your experience in program management and understanding of the AI space will enable you to manage this complex, firmwide process. Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes. Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients. Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact.

Job responsibilities:

Own the AI in Operations portfolio management process end to end including the intake process, prioritization and workflow process, and metrics and reporting
Advance and mature the portfolio management process including driving the future direction, strategy, design, governance, and deliverables for the process
Manage reporting and communicate portfolio performance and accomplishments to senior-level stakeholders
Manage AI in Operations portfolio operating model – responsible for documentation, implementation, change management and ongoing strategy and planning
Track key performance indicators (KPIs) and objectives, key results (OKRs) and own all tracking and reporting on program performance and outcomes
Proactively manage team to ensure the success of programs including clearing of team roadblocks and supporting key escalations & challenges
Collaborate with cross-functional teams, including AI in Operations program teams, AI teams across the firm, and Operations teams across the firm. Communicate enhancements, risks, and issues to stakeholders and executive leadership. Build and maintain strong relationships with internal and external stakeholders
Advise and influence senior leaders and business executives on key business decisions, prioritized AI capabilities, and major change initiatives
Develop deep, trust-based advisor relationships with key client stakeholders in management and the Lines of Business (LoBs) to drive delivery and achieve organizational alignment and buy-in
Build, lead, and mentor a high-performing team of program managers; ensure the team has the necessary resources, skills, and support to achieve their goals; promote the sharing of best practices and lessons learned across the team

Required qualifications, capabilities and skills:

8 years of industry experience working on program management & change management related activities within a large-scale organization with a focus on large-scale transformation initiatives; BA required
High proficiency with Microsoft PowerPoint for executive level documents and Excel based model for program analytics
Highly effective organizational and project management skills, strong attention-to-detail, independent, self-motivated with ability to manage multiple priorities in fast-paced environment
Strong interpersonal skills, ability to build relationships and effectively partner with all levels of management across a diverse set of functions, locations and business
Excellent oral and written executive-level communication and presentation skills
Strategic thinking and problem-solving abilities, with proven ability to apply a range of analytical tools to develop solutions; working with ambiguity and laser focused on delivering results
Strong leadership and team-building skills

Preferred qualifications, capabilities, and skills:

Strategy or consulting experience is a plus
A Master’s degree in Business Administration (MBA) can be advantageous
Experience in Microsoft SharePoint and data visualization tools such as Alteryx or Tableau is a plus
Strong understanding of AI/ML algorithms, frameworks, and applications and prior experience in AI/ML technology delivery is a plus

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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...

JPMorgan JP Morgan Wealth Management – Private Client Advisor - Jacks... United States, Wyoming, Jackson

Required qualifications, capabilities, and skills

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

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

JPMorganJP Morgan Wealth Management - Private Client

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1 2 3 4 5 6

United States, Pennsylvania, Radnor Township

471436427

18.09.2025

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:

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:

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