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דרושים Jp Morgan Wealth Management - Private Client Advisor Malden ב-גיי פי מורגן ב-United States, Malden

מצאו את ההתאמה המושלמת עבורכם עם אקספוינט! חפשו הזדמנויות עבודה בתור Jp Morgan Wealth Management - Private Client Advisor Malden ב-United States, Malden והצטרפו לרשת החברות המובילות בתעשיית ההייטק, כמו Jpmorgan. הירשמו עכשיו ומצאו את עבודת החלומות שלך עם אקספוינט!
חברה (1)
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
אזור
Malden
נמצאו 3 משרות
17.09.2025
JPM

JPMorgan Relationship Banker Bilingual English Cantonese Required Mal... United States, Massachusetts, Malden

Limitless High-tech career opportunities - Expoint
תיאור:

Leverage your deep technical expertise and leadership to guide Market Expansion projects, fostering growth and innovation in a dynamic environment.

As a Lead Technical Program Manager in Payments Technology, you will drive the successful delivery of complex technology projects and programs related to Market Expansion business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.

Job responsibilities

  • Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
  • Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
  • Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
  • Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
  • Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team

Required qualifications, capabilities, and skills

  • Proven years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
  • Significant amount of working experience in financial services technology or similar industry where technology is at the core.
  • Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
  • Effective communication and presentation skills both to business and technical audience
  • Ability to work collaboratively in teams and develop meaningful relationships to achieve common goals
  • Adept at working in globally diverse teams across different time zones and forging relationships with key business stakeholders and development teams
  • Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
  • Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment
  • Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities
  • Advanced experience in Microsoft office suite (Excel, PowerPoint, Project, Teams)
  • Working knowledge of Jira

Preferred qualifications, capabilities, and skills

  • Experience in Treasury Services, Cash Management or Global Transaction Banking would be an advantage
  • Experience in managing projects with complex regulatory requirements
  • Experience in projects that involve launching products into new global markets
  • Experience in managing infrastructure/data center implementation projects
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19.08.2025
JPM

JPMorgan JP Morgan Wealth Management - Private Client Advisor Malden United States, Massachusetts, Malden

Limitless High-tech career opportunities - Expoint
תיאור:

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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22.04.2025
JPM

JPMorgan Relationship Banker New Build Malden United States, Massachusetts, Malden

Limitless High-tech career opportunities - Expoint
תיאור:

As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

  • Delivers an exceptional customer experience by acting with a customer-first attitude
  • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
  • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
  • Influences, educates, and connects customers to technology
  • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
  • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
  • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

  • 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
  • High school degree, GED, or foreign equivalent
  • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
  • Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
  • Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

  • College degree or military equivalent
  • Professional, thorough, and organized with strong follow-up skills
  • Exude confidence with clients when sharing product knowledge and solutions
  • Experience adhering to policies, procedures, and regulatory banking requirements

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:

Expand
Limitless High-tech career opportunities - Expoint
תיאור:

Leverage your deep technical expertise and leadership to guide Market Expansion projects, fostering growth and innovation in a dynamic environment.

As a Lead Technical Program Manager in Payments Technology, you will drive the successful delivery of complex technology projects and programs related to Market Expansion business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.

Job responsibilities

  • Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
  • Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
  • Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
  • Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
  • Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team

Required qualifications, capabilities, and skills

  • Proven years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
  • Significant amount of working experience in financial services technology or similar industry where technology is at the core.
  • Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
  • Effective communication and presentation skills both to business and technical audience
  • Ability to work collaboratively in teams and develop meaningful relationships to achieve common goals
  • Adept at working in globally diverse teams across different time zones and forging relationships with key business stakeholders and development teams
  • Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
  • Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment
  • Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities
  • Advanced experience in Microsoft office suite (Excel, PowerPoint, Project, Teams)
  • Working knowledge of Jira

Preferred qualifications, capabilities, and skills

  • Experience in Treasury Services, Cash Management or Global Transaction Banking would be an advantage
  • Experience in managing projects with complex regulatory requirements
  • Experience in projects that involve launching products into new global markets
  • Experience in managing infrastructure/data center implementation projects
Expand
בואו למצוא את עבודת החלומות שלכם בהייטק עם אקספוינט. באמצעות הפלטפורמה שלנו תוכל לחפש בקלות הזדמנויות Jp Morgan Wealth Management - Private Client Advisor Malden בחברת Jpmorgan ב-United States, Malden. בין אם אתם מחפשים אתגר חדש ובין אם אתם רוצים לעבוד עם ארגון ספציפי בתפקיד מסוים, Expoint מקלה על מציאת התאמת העבודה המושלמת עבורכם. התחברו לחברות מובילות באזור שלכם עוד היום וקדמו את קריירת ההייטק שלכם! הירשמו היום ועשו את הצעד הבא במסע הקריירה שלכם בעזרת אקספוינט.