דרושים Us Private Bank - Investment Professional Associate ב-גיי פי מורגן ב-United States, Fort Worth

Job Responsibilities:

• Own and evolve the MMF clearing platform and associated off-balance sheet liquidity products with a client-first mindset
• Lead the design and execution of product enhancements to support scale, automation, and operational resilience
• Collaborate with Legal, Compliance, and Risk to ensure product structures align with regulatory and internal control frameworks
• Define product strategy and roadmap across multiple geographies and business lines
• Partner with Service and Sales to define and develop product positioning, client collateral, and training
• Drive development and delivery of data, reporting, and analytics tools for internal stakeholders and external clients
• Manage product governance forums, documenting decisions and delivering executive level updates
• Lead cross-functional project teams from idea to implementation including onboarding flows, system enhancements, and client migrations
• Develop and maintain product KPIs, dashboards, and MIS tools to measure performance and inform strategy
• Ensure scalability of platforms by defining product and operational processes and leading control improvements

Required Qualifications, Capabilities, and Skills:

• Experience in Product Management, Product Development, or related functions within financial services
• Deep understanding of institutional money market funds, liquidity management, and sweep and client-directed trading solutions
• Proven ability to lead cross-functional projects and influence without direct authority
• Experience working in or with broker-dealers and clearing organizations preferred but not required
• Strong knowledge of regulatory considerations and financial market infrastructure
• Ability to write high-quality business documents, governance materials, and product specifications
• Proficiency with data visualization and reporting tools (e.g., Tableau, Visio, Excel, PowerPoint)
• Strategic thinker with strong execution capabilities
• Exceptional communication and stakeholder management skills across functions and seniority levels
• Ability to manage complex issues independently while escalating when needed
• FINRA Series 99 (or willingness to obtain within first 6 months)

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

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: