Post job

Risk Manager jobs at American Express - 68 jobs

  • Risk Management - Debit and ATM Product Risk Manager - Vice President

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Debit and ATM Product Risk Manager within Risk Management and Compliance, you will challenge product teams by applying a risk-focused perspective and escalating key topics to senior leadership. You will collaborate with cross-functional partners to assess and mitigate risks in deposit products and related services. Your role empowers you to influence product development while maintaining independence and objectivity. We value your ability to explain complex concepts clearly and foster a culture of risk awareness. Join us to make a meaningful impact on our products, customers, and communities. **Job Responsibilities** + Develop a deep understanding of deposit product features, functionality, and related services + Deliver risk assessments and credible challenge in partnership with cross-functional teams + Meet regularly with product development partners to advise and maintain independence + Identify strategic, liquidity, operational, and reputational risks in emerging products and services + Evaluate new concepts or modifications to ensure risks are identified and controlled + Apply bank policy and external regulations, escalating issues to Compliance and Legal partners + Represent the interests of internal stakeholders in risk management + Stay informed on marketplace changes, including technology, products, and threats + Deconstruct and explain complex concepts to senior and executive management **Required qualifications, capabilities, and skills** + Bachelor's degree + At least 5 years of experience in financial services, consulting, technology, or related field + Experience with digital or mobile banking, payments, or emerging technologies + Familiarity with agile development methodology + Strong critical thinking skills + Ability to defend positions using quantitative analysis with analytical teams + Effective collaboration with business and technical individuals + Excellent written and verbal communication skills + Strong emotional intelligence and influencing skills + Ability to work independently while managing multiple priorities **Preferred qualifications, capabilities, and skills** + Familiarity with process engineering and root cause analysis Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $102k-129k yearly est. 22d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Risk Management - Risk Oversight Director for Banking Payments - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210695338 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $149,150.00-$245,000.00 Bring your expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As the Risk Management Banking Payments Oversight Executive Director in the Consumer & Business Banking Risk Management group, you will play a pivotal role in safeguarding our payment products and services. You will evaluate and recommend effective fraud and scam controls to Chase's agile product owners for both new business initiatives and existing payment processes. Leveraging your expertise in Wires, Zelle, ACH, RTP, as well as innovative payment features, you will proactively identify and assess potential risk scenarios. You will serve as a key member of the Risk Oversight team's second line of defense, reviewing product and feature designs and advising on robust controls to ensure secure and resilient card solutions for our customers. You will also manage and lead a small team of individual contributors. In addition, you will work in partnership with Legal, Compliance, and Controls teams to address emerging issues and concerns, providing timely and actionable guidance. You will also communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices. Job Responsibilities * Identify ways payment use cases can potentially facilitate fraud and scam scenarios, as well as operational and reputational risk * Evaluate new payment features or modifications to existing services to ensure that the Product team has identified all the risks and has included appropriate controls to mitigate risks * Undetrstand the digital bank payment processes and flows you oversee just as well as the Product team * Demonstrate a working knowledge of cross-channel controls that are used to mitigate inherent risk in Digital * Represent the interests of stakeholders in risk management * Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way * Remain abreast of new/changes in payments, authentication, technology, and Digital financial services * Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management * Work effectively as a people manger and a collaborative team member on simultaneous projects * Work well in a team environment, including cross-functional teams Required qualifications, capabilities, and skills * Bachelor's degree and minimum of 10 years in a Risk function (Fraud, Scams, or Reputational Risk) * Minimum of 5 years managing teams * Experience with digital and commerce payments, i.e. Zelle, wallets, RTP, cards, etc * Ability to defend positions and influence with quantitative analysis developed with an analytical team * Ability to work effectively with both business and technically oriented individuals * Possess excellent verbal and written communication skills and the ability to interact professionally with executives, managers, and subject matter experts * Ability to work in a fast-paced environment
    $149.2k-245k yearly Auto-Apply 32d ago
  • Risk Management - Risk Oversight Director for Banking Payments - Executive Director

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Bring your expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As the Risk Management Banking Payments Oversight Executive Director in the Consumer & Business Banking Risk Management group, you will play a pivotal role in safeguarding our payment products and services. You will evaluate and recommend effective fraud and scam controls to Chase's agile product owners for both new business initiatives and existing payment processes. Leveraging your expertise in Wires, Zelle, ACH, RTP, as well as innovative payment features, you will proactively identify and assess potential risk scenarios. You will serve as a key member of the Risk Oversight team's second line of defense, reviewing product and feature designs and advising on robust controls to ensure secure and resilient card solutions for our customers. You will also manage and lead a small team of individual contributors. In addition, you will work in partnership with Legal, Compliance, and Controls teams to address emerging issues and concerns, providing timely and actionable guidance. You will also communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices. Job Responsibilities Identify ways payment use cases can potentially facilitate fraud and scam scenarios, as well as operational and reputational risk Evaluate new payment features or modifications to existing services to ensure that the Product team has identified all the risks and has included appropriate controls to mitigate risks Undetrstand the digital bank payment processes and flows you oversee just as well as the Product team Demonstrate a working knowledge of cross-channel controls that are used to mitigate inherent risk in Digital Represent the interests of stakeholders in risk management Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way Remain abreast of new/changes in payments, authentication, technology, and Digital financial services Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management Work effectively as a people manger and a collaborative team member on simultaneous projects Work well in a team environment, including cross-functional teams Required qualifications, capabilities, and skills Bachelor's degree and minimum of 10 years in a Risk function (Fraud, Scams, or Reputational Risk) Minimum of 5 years managing teams Experience with digital and commerce payments, i.e. Zelle, wallets, RTP, cards, etc Ability to defend positions and influence with quantitative analysis developed with an analytical team Ability to work effectively with both business and technically oriented individuals Possess excellent verbal and written communication skills and the ability to interact professionally with executives, managers, and subject matter experts Ability to work in a fast-paced environment
    $111k-136k yearly est. Auto-Apply 32d ago
  • Risk Management - Risk Oversight Lead for Commerce Payments - Executive Director

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As the Risk Management Oversight Lead for Commerce Payments Executive Director in the Consumer & Business Banking Risk Management group, you will play a pivotal role in safeguarding our payment products and services. In this Executive Director position, you will evaluate and recommend effective fraud and scam controls to Chase's agile product owners for both new business initiatives and existing payment processes. Leveraging your expertise in digital wallets, tokenization, co-branded cards, and other innovative payment features, you will proactively identify and assess potential risk scenarios. You will serve as a key member of the Risk Oversight team's second line of defense, reviewing product and feature designs and advising on robust controls to ensure secure and resilient card solutions for our customers. You will also manage and lead a small team of individual contributors. In addition, you will work in partnership with Legal, Compliance, and Controls teams to address emerging issues and concerns, providing timely and actionable guidance. You will also communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices. Job Responsibilities Look for ways payment use cases can potentially facilitate fraud and scam scenarios, as well as operational and reputational risk Evaluate new payment features or modifications to existing services to ensure that the Product team has identified all the risks and has included appropriate controls to mitigate risks Know the wallet payment flows you oversee just as well as the Product team Have a working knowledge of cross-channel controls that are used to mitigate inherent risk in Digital Reliably represent the interests of other internal stakeholders in risk management Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way Stay abreast of new/changes in provisioning, tokenization, authentication, technology, and Digital financial services Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management Work effectively as an individual contributor and collaborative team member on simultaneous projects. Possess excellent verbal and written communication skills and the ability to interact professionally with executives, managers, and subject matter experts Work well in a team environment, including cross-functional teams Required qualifications, capabilities, and skills Bachelor's degree Minimum of 10 years in a Risk function (Fraud, Scams, or Reputational Risk) Minimum of 5 years managing teams Experience with digital and commerce payments, i.e. Zelle, wallets, RTP, cards, etc Ability to defend positions and influence with quantitative analysis developed with an analytical team Ability to work effectively with both business and technically oriented individuals Excellent written and verbal communication skills Ability to work in a diverse and inclusive environment
    $111k-136k yearly est. Auto-Apply 60d+ ago
  • Risk Management - United States - 2026 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210687414 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $90,000.00-$140,000.00 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Risk Management at JPMorganChase The Risk Management organization provides risk management and control oversight, operating independently of revenue-generating businesses. The organization encompasses all corporate and line-of-business aligned risk management functions in the region including a comprehensive risk governance framework. The firm's risk management framework and governance structure are intended to provide comprehensive controls and ongoing management of the major risks inherent in its business activities. It is also intended to create a culture of risk awareness and personal responsibility throughout the firm. The firm's ability to properly identify, measure, monitor, and report risk is critical to both its soundness and profitability. Job Responsibilities * Provide independent risk challenge and oversight * Identify and evaluate potential risks, including industry-specific risks in order to mitigate * Collaborate and partner effectively with senior leaders and other lines of business and functions * Maintain ongoing financial and organizational discipline * Deliver against new regulatory, industry and internal requirements and standards * Continue to look for opportunities to be more efficient while maintaining a strong control environment * Promote the highest standard of culture and conduct by identifying, analyzing and escalating issues What We Look For * Currently on a voluntary career break of at least 2 years * Bachelor's degree in a quantitative discipline * 3+ years of experience in Risk, Quantitative Finance or similar area * Strong quantitative and financial analysis skills * Solid understanding of financial products, corporate finance, financial modeling and market dynamics * Exceptional interpersonal, verbal and written communication skills * Preferred experience in credit risk, market risk, model risk, modeling, analytics, reporting, strategy, product owner experience * Preferred proficiency in Excel (VBA), Python, SQL, R, SAAS, Tableau
    $90k-140k yearly Auto-Apply 56d ago
  • Tech Risk and Controls Director

    Jpmorganchase 4.8company rating

    Remote

    Join a role that's central to our technological resilience, offering a unique opportunity to shape the firm's tech risk strategy and enhance industry compliance. As a Tech Risk & Controls Director in Global Standards and Control Lifecycle Management, you will play a pivotal role in shaping and implementing the firm's technology risk management strategy. Leveraging your advanced knowledge and expertise in technology-risk disciplines, you will identify, oversee, and mitigate compliance and operational risks in line with the firm's standards. You will collaborate with various stakeholders, including Product Owners, Business Control Managers, and regulators, to develop and maintain a comprehensive view of the technology risk posture and its impact on the business. Your ability to make calculated decisions, manage large teams, and drive strategic projects will be crucial in ensuring the firm's adherence to regulatory obligations and industry best practices. Your work will contribute to the long-term success and resilience of the organization in an ever-evolving technology landscape. Job responsibilities Develop and implement technology risk management strategies, policies, and processes to identify, assess, and mitigate risks, and drive strategic projects and initiatives to enhance the firm's technology risk management capabilities, in line with industry best practices and the firm's standards and regulatory requirements Identify and escalate emerging and upstream technology risk through execution of the Firm's management framework tools, including risk event management, reporting, and action plan tracking, and provide expert counsel to stakeholders and constituents regarding their security obligations, facilitating acceptable outcomes Establish and maintain strong relationships with internal and external stakeholders, including key cross-functional team leads, regulators, and auditors, to ensure compliance with legal, regulatory, and industry standards Manage reporting and governance of overall controls, policies, issue management, and measurements, etc., providing insight to senior leaders into effectiveness of controls and inform governance work Required qualifications, capabilities, and skills Formal training or certification in security concepts, with 7+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on managing risk identification, assessment, and mitigation. Demonstrated expertise in risk management frameworks, industry standards, and regulatory requirements relevant to the financial industry. Proven ability to lead large teams, manage cross-functional projects, influence executive-level strategic decision-making, and effectively translate technology insights to business strategy in communications with senior executives. Advanced knowledge and experience leading data security, risk assessment & reporting, and control evaluation, design, and governance, with a track record of implementing effective risk mitigation strategies. Preferred qualifications, capabilities, and skills Strong understanding of financial services Experience working on complex cyber security initiatives Strong executive reporting and presentation skills. #CTC
    $112k-151k yearly est. Auto-Apply 52d ago
  • Risk Management - Debit and ATM Product Risk Manager - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Ohio jobs

    JobID: 210696257 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Debit and ATM Product Risk Manager within Risk Management and Compliance, you will challenge product teams by applying a risk-focused perspective and escalating key topics to senior leadership. You will collaborate with cross-functional partners to assess and mitigate risks in deposit products and related services. Your role empowers you to influence product development while maintaining independence and objectivity. We value your ability to explain complex concepts clearly and foster a culture of risk awareness. Join us to make a meaningful impact on our products, customers, and communities. Job Responsibilities * Develop a deep understanding of deposit product features, functionality, and related services * Deliver risk assessments and credible challenge in partnership with cross-functional teams * Meet regularly with product development partners to advise and maintain independence * Identify strategic, liquidity, operational, and reputational risks in emerging products and services * Evaluate new concepts or modifications to ensure risks are identified and controlled * Apply bank policy and external regulations, escalating issues to Compliance and Legal partners * Represent the interests of internal stakeholders in risk management * Stay informed on marketplace changes, including technology, products, and threats * Deconstruct and explain complex concepts to senior and executive management Required qualifications, capabilities, and skills * Bachelor's degree * At least 5 years of experience in financial services, consulting, technology, or related field * Experience with digital or mobile banking, payments, or emerging technologies * Familiarity with agile development methodology * Strong critical thinking skills * Ability to defend positions using quantitative analysis with analytical teams * Effective collaboration with business and technical individuals * Excellent written and verbal communication skills * Strong emotional intelligence and influencing skills * Ability to work independently while managing multiple priorities Preferred qualifications, capabilities, and skills * Familiarity with process engineering and root cause analysis
    $102k-130k yearly est. Auto-Apply 24d ago
  • Risk Management - Debit and ATM Product Risk Manager - Vice President

    Jpmorganchase 4.8company rating

    Ohio jobs

    Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Debit and ATM Product Risk Manager within Risk Management and Compliance, you will challenge product teams by applying a risk-focused perspective and escalating key topics to senior leadership. You will collaborate with cross-functional partners to assess and mitigate risks in deposit products and related services. Your role empowers you to influence product development while maintaining independence and objectivity. We value your ability to explain complex concepts clearly and foster a culture of risk awareness. Join us to make a meaningful impact on our products, customers, and communities. Job Responsibilities Develop a deep understanding of deposit product features, functionality, and related services Deliver risk assessments and credible challenge in partnership with cross-functional teams Meet regularly with product development partners to advise and maintain independence Identify strategic, liquidity, operational, and reputational risks in emerging products and services Evaluate new concepts or modifications to ensure risks are identified and controlled Apply bank policy and external regulations, escalating issues to Compliance and Legal partners Represent the interests of internal stakeholders in risk management Stay informed on marketplace changes, including technology, products, and threats Deconstruct and explain complex concepts to senior and executive management Required qualifications, capabilities, and skills Bachelor's degree At least 5 years of experience in financial services, consulting, technology, or related field Experience with digital or mobile banking, payments, or emerging technologies Familiarity with agile development methodology Strong critical thinking skills Ability to defend positions using quantitative analysis with analytical teams Effective collaboration with business and technical individuals Excellent written and verbal communication skills Strong emotional intelligence and influencing skills Ability to work independently while managing multiple priorities Preferred qualifications, capabilities, and skills Familiarity with process engineering and root cause analysis To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
    $102k-130k yearly est. Auto-Apply 24d ago
  • Valuation Risk Controller

    Morgan Stanley 4.6company rating

    New York, NY jobs

    We offer: * The chance to work in the Finance department of one of the world's top tier Financial Institutions and gain first-hand insight into our business * Work with and obtain in-depth knowledge of a wide range of financial products from plain vanilla products to the most exotic structured derivatives * Engagement with Morgan Stanley offices globally in an open minded and welcoming environment, including New York, London, Hong Kong and Tokyo * Professional development opportunities including access to Morgan Stanley's world-class internal trainings, financial and study-leave support for selected professional qualifications * Flexible working arrangements - core hours and opportunity to work from home * A competitive salary and benefits package, including eligibility for annual bonus, a fully funded sports package, healthcare plan, firm contribution to voluntary pension fund, and 16 weeks paternity leave You will: * Undertake Independent Price Verification (IPV) of a global portfolio of assets using external data sources and financial models * Debate IPV results and marking methodologies with front-office traders * Review valuation and risk models while working closely with model developers * Analyze pricing factors in complex financial products and comprehend market movements' impact on the portfolio and firm * Identify and eliminate control gaps within the pricing framework * Drive development on regulatory deliverables and automation projects using Agile You have: * Completed degree in Finance, Economics, Mathematics, Engineering, or Business related discipline * Deep knowledge of main financial products, their market context, and associated risks * Clear, structured communication and interpersonal skills * Willingness to adapt to new challenges in a dynamic environment with shifting priorities * Strong analytical, quantitative skills and proficient user of Excel * Knowledge of relevant pricing models and risk management techniques is an advantage * Ability to understand code in VBA/Python or another programming language commonly used in the financial industry is an advantage Team Profile: Morgan Stanley Valuation Control provide an independent valuation assessment across the entire spectrum of financial instruments, ranging from vanilla products to the most complex structured and derivative transactions. This process involves the certification of models and their valuation methodologies, testing for adherence to such methodologies, evaluating internal valuation marks against external benchmarks, identification and resolution of valuation discrepancies, and communicating a valuation assessment to senior trading and Finance management. The team is also involved in the continuous enhancements of the valuation control infrastructure with a view towards global and cross-product standardization. About us: Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. At Morgan Stanley, we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas, including Technology, Mathematical Modeling, Finance, Risk Management, Operations and Data & Analytics from our new state-of-the-art offices near the Danube and our City Gate office in the heart of the city center. Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $80,000and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $80k-115k yearly Auto-Apply 60d+ ago
  • Tech Risk and Controls Director

    Jpmorganchase 4.8company rating

    Ohio jobs

    Join a role that's central to our technological controls and standards, offering a unique opportunity to shape the firm's tech controls strategy in alignment with various standards and regulatory requirements. As a Tech Risk & Controls Director at JPMorgan Chase within the Cybersecurity Technology and Controls, you will be responsible for the firm's control design, governance, standardization, and measurement across all the Cyber domains. Your primary focus will be leading and managing the Security Configuration Management domain. This role ensures that foundational and advanced controls across platform, network, endpoint and application security configuration are governed by clearly defined standards and measurable control objectives. This position blends deep technical understanding of controls and tooling with architectural oversight and governance rigor ensuring that the firm's operational controls are consistently engineered, validated, and improved across both cloud‑native and on‑premises environments. Job responsibilities Lead the development of technical control objectives and standards for Security Configuration Management and other Cyber domains. Define measurable performance and effectiveness metrics for each control category, integrating telemetry, automation, and operational metrics into governance dashboards. Partner with security engineering and operations teams to evaluate control sufficiency against threat models, regulatory expectations, and internal policies. Govern control implementation and sustainment across hybrid ecosystems (cloud, data center, and user endpoint environments), ensuring consistent security posture. Assess and guide integration of firm wide configuration drift monitoring tools (Evolven, Puppet, Chef, Wiz etc…) with JPMC's GRC ecosystem to align with standardized control objectives. Provide strategic insight into the control posture to architecture and risk governance leadership, driving continuous improvement in control effectiveness and efficiency. Collaborate across architecture, operations, and GRC teams to ensure security configuration, network and endpoint controls align with enterprise configuration standards, policies, and frameworks. Required qualifications, capabilities, and skills Formal training or certification with 10+ years of experience in cybersecurity controls architecture, security engineering, or operations leadership (various Cyber domains). Proficient in designing or governing technical control frameworks across hybrid environments (AWS, Azure, on‑premises). Good knowledge of modern enterprise security toolsets and their control capabilities, including security configuration and drift management, network segmentation, endpoint protection, and detection/response. Hands on building and measuring technical control effectiveness through metrics, telemetry, and compliance automation. Exceptional communication and leadership skills with a track record of influencing technology strategy and control adoption at scale. Deep familiarity with NIST (800-53 and 800-128 are required), ISO, CIS, and zero‑trust control frameworks. Preferred qualifications, capabilities, and skills Professional certifications such as Cloud Certifications (AWS Solutions Architect, AWS Security Specialist), CISSP, CISM, or GIAC. Experience designing metrics and governance frameworks for Security Configuration Management, SOC, network security, or endpoint control domains. Strong working knowledge of GRC tools like Archer, infrastructure as code, and control enforcement in dynamic and hybrid environments. #CTC
    $123k-160k yearly est. Auto-Apply 14h ago
  • Technology Audit Manager - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210662764 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $137,750.00-$200,000.00 We are on the lookout for a talented Technology Audit Manager to join our join our Cybersecurity and Technology Controls Internal Audit team. This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence! As a Technology Audit Manager within our Cybersecurity and Technology Controls Internal Audit Team, you will execute the annual audit plan, manage audit engagements, perform audit testing and participate in control and governance forums. Job Responsibilities * Lead and execute large-scale audits or projects independently, including critical technology functions, cloud-based infrastructure, cybersecurity, risk management, application, and third-party management. Develop effective test plans and perform audit testing to ensure timeliness, accuracy, and quality. * Identify and assess key risks and controls, executing and documenting work in accordance with JPMorgan & Chase's Internal Audit policy. Design and execute tests to verify control effectiveness to mitigate risk. * Demonstrate professional skepticism while conducting audits, independently raising findings within established criteria, and keeping management and leadership informed throughout the process. * Establish and maintain strong client relations during engagements, effectively communicating results to management via written reports and oral presentations. Prepare clear, organized documentation to support work performed. * Lead continuous improvement by providing objective evaluations of technology processes, enhancing the organization's risk management capabilities, and developing business partnerships within Internal Audit and companywide. * Adapt to change, embrace bold ideas, and leverage data analytics to enhance audit effectiveness. * Stay informed about emerging cybersecurity technologies and trends, assessing their impact on the organization's risk landscape. * Collaborate with IT, security, and business units to ensure a comprehensive approach to cybersecurity risk management. * Lead and mentor audit teams, fostering a culture of continuous learning and improvement. Required qualifications, skills and capabilities * 7+ years of internal or external auditing experience * Bachelor's degree in Technology, Accounting, Finance, or a related discipline. * Great understanding of audit methodologies, internal control concepts, and the ability to evaluate and determine the adequacy of control design and operating effectiveness. * Proficiency with the MITRE ATT&CK Framework, with 3+ years of experience applying it to identify, assess, and mitigate cyber threats. * Experience in managing and evaluating security controls, with proficiency in the Information Systems Auditing Process and key areas such as Security and Risk Management, Asset Security, Security Architecture and Engineering, Communication and Network Security, Security Operations, and Cyber Resiliency. * Advanced data analytical skills, adept at interpreting complex data sets and deriving meaningful insights. * Good strategic thinking skills, with the ability to align audit activities with the organization's strategic objectives and cybersecurity goals. * Knowledge of IT and Cloud management and control frameworks. * Experience in a highly formal audit environment, including preparation of formal test of design and test of effectiveness work-papers. * Certification in one or more of the following audit or security focus areas: CISA, CISSP, SANS, or expertise in cloud platforms such as AWS, Azure, or Google Cloud. * Excellent verbal and written communication skills, with the ability to effectively communicate complex security concepts to stakeholders at all levels. Preferred qualifications, skills and capabilities * Related professional certification such as CIA, CPA, or CRISC is advantageous. * Familiarity with coding, data analytics, cybersecurity controls, cloud design and controls, and/or distributed technologies is a plus. * Experience navigating matrixed organizations and interfacing with regulatory agencies is beneficial. * Experience leading and providing feedback to staff on audit projects or engagements is desirable. * Experience with Issue Validation and Remediation is preferred. * In-depth knowledge of financial regulations and compliance requirements related to cybersecurity, such as GDPR, PCI-DSS, SOX, and FFIEC guidelines, is a plus.
    $137.8k-200k yearly Auto-Apply 60d+ ago
  • Asset Management- Private Securitized Portfolio Manager - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210696837 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$350,000.00 As a highly motivated Securitized Credit PM in our team in Columbus or New York, you will focus on expanding the private securitized platform. GFICC manages a broad range of strategies, through funds and/or separate accounts. Our team has a demonstrated long-term track record of strong performance and is responsible for $80+bn in securitized credit AUM across the spectrum of the securitized credit assets, including ABS, CMBS, non-agency RMBS, and CLOs. We are seeking a highly motivated Securitized Credit PM to join our team in Columbus or New York that will focus on expanding the private securitized platform. This role is ideal for candidates with 10+ years of experience structuring and/or investing in private securitized who are eager to work closely with senior professionals in sourcing, structuring and investing in private securitizations. You will be part of a collaborative and supportive team, gaining exposure to credit research as well as portfolio management and trading while contributing to the investment process. Job Responsibilities * Conduct thorough sector and issuer due diligence, tracking trends, performance, and macroeconomic drivers to formulate investment recommendations * Actively monitor market themes and sector trends to identify investment opportunities * Build and maintain relationships with both internal and external participants, including portfolio managers, investment specialists, issuers, rating agencies, and broker-dealers * Handle all aspects of private securitization including sourcing, structuring, negotiating (legal, rating agency, issuer) and closing transactions * Continually monitor Private Securitized holdings to ensure alignment with credit views and with client risk appetite and guidance. Facilitate ongoing credit analysis, including internal ratings and valuation Required qualifications, capabilities and skills * 10+ years of securitized credit experience across one or more sub-sectors * Knowledge of multiple securitized sectors including ABS, CMBS, RMBS and CLO * Knowledge of Intex and/or Trepp * Strong written and verbal communication skills, with the ability to communicate concisely under typically stringent time constraints * Demonstrated ability to work effectively in a team-oriented environment and manage multiple tasks Preferred qualifications, capabilities and skills * CFA Charter-holder preferred * Ideal experience as a research analyst, portfolio manager or banker
    $83k-126k yearly est. Auto-Apply 13d ago
  • Business Relationship Manager Senior Acquisition Vice President

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
    $46k-68k yearly est. Auto-Apply 60d+ ago
  • Business Relationship Manager Senior Acquisition - Vice President

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. **Job Responsibilities** + Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed + Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses + Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners + Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects + Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship + Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions + Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience + Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards + Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done + Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently + Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate + Balance needs of clients with associated risks and interests of the firm + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field, or equivalent work experience + Minimum of 3 years' managing clients >$10+MM revenue + In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts + Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $46k-68k yearly est. 60d+ ago
  • Business Relationship Manager Senior Acquisition Vice President

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. **Job Responsibilities** + Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed + Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses + Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners + Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects + Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship + Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions + Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience + Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards + Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done + Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently + Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate + Balance needs of clients with associated risks and interests of the firm + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field, or equivalent work experience + Minimum of 3 years' managing clients >$10+MM revenue + In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts + Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $46k-68k yearly est. 60d+ ago
  • Business Relationship Manager Senior Acquisition Vice President

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210673786 JobSchedule: Full time JobShift: Day : If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities * Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. * Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners * Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects * Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship * Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions * Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience * Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience * Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards * Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done * Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently * Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate * Balance needs of clients with associated risks and interests of the firm * Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field, or equivalent work experience * Minimum of 3 years' managing clients >$10+MM revenue * In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts * Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
    $46k-68k yearly est. Auto-Apply 60d+ ago
  • PCS Portfolio Manager

    Fifth Third Bank, N.A 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. ABOUT THE ROLE: Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships . Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone , video and e-mail interactions. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. + Client Development: Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size. + Business Collaboration: Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities , when applicable. + Investment Planning: Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship. + Proposal Presentation: Meet with prospects and clients, preparing and presenting proposals for investment management. + Account Administration Coordination: Work with Trust and/or Account Officers to learn the intentions of the trust , IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives . + Portfolio Management: Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client. + Team Engagement: Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordinat ion of portfolio changes. + Market Awareness: Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research. + Trend Analysis: Keep informed of market trends and analyze the effect of these trends on clients' investment portfolios. + Policy Compliance: Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. + Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission. MINIMUM REQUIREMENTS: + Bachelor's degree ; a major in Finance, Accounting, Economics, or Business Administration preferred. + Three or more years of professional experience ; money management, investment research or financial services experience preferred. REQUIRED SKILLS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in: + Communication: Strong interpersonal, written and verbal communication skills, and presentation skills. + Problem Solving & Analytical Thinking: Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions. + Strategy Knowledge: General knowledge of the firm's investment strategies, products, and portfolio construction methodologies. + Software Proficiency: Proficient in the use of Microsoft Office software including Word, Excel PowerPoint , and CoPilot . SKILLS FOR SUCCESS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to: + Client Experience: Delivers an exceptional client experience while achieving sales and retention goals. + Team Collaboration: Works effectively with internal and external partners to achieve shared goals and support client needs. + Organization: Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently. + Adaptability: Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you. PCS Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $90k-114k yearly est. 12d ago
  • Associate Portfolio Manager

    Fifth Third Bank, N.A 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Assists Senior Investment Advisors (SIAs) and Portfolio Managers (PMs) in handling money management activities and client service for a group of clients and/or acting within established investment policy guidelines, uses funds and models to execute investment programs designed to achieve the objectives of client accounts. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Assists SIAs and PMs in the development of satisfied clients and new sources of asset management revenue through frequent contact. + Prepare sales and investment review materials for use in client presentations. + Assist SIAs and PMs with larger, more complex relationships. + Be a knowledge expert on our IMG systems, policies, and procedures. + Work closely with the SIA/PM and Portfolio Implementation Team to execute investment programs utilizing models and mutual funds to accomplish client objectives. + Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. KNOWLEDGE AND SKILLS REQUIRED: + Bachelor's Degree Required + 0-2 years investment experience + Working towards a MBA or Financial designation considered a plus + Proficient in excel Associate Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $90k-114k yearly est. 3d ago
  • Associate Portfolio Manager

    Fifth Third Bank 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Assists Senior Investment Advisors (SIAs) and Portfolio Managers (PMs) in handling money management activities and client service for a group of clients and/or acting within established investment policy guidelines, uses funds and models to execute investment programs designed to achieve the objectives of client accounts. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Assists SIAs and PMs in the development of satisfied clients and new sources of asset management revenue through frequent contact. Prepare sales and investment review materials for use in client presentations. Assist SIAs and PMs with larger, more complex relationships. Be a knowledge expert on our IMG systems, policies, and procedures. Work closely with the SIA/PM and Portfolio Implementation Team to execute investment programs utilizing models and mutual funds to accomplish client objectives. Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. KNOWLEDGE AND SKILLS REQUIRED: Bachelor's Degree Required 0-2 years investment experience Working towards a MBA or Financial designation considered a plus Proficient in excel Associate Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $90k-114k yearly est. Auto-Apply 3d ago
  • PCS Portfolio Manager

    Fifth Third Bank 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. ABOUT THE ROLE: Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships. Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone, video and e-mail interactions. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. Client Development: Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size. Business Collaboration: Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities, when applicable. Investment Planning: Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship. Proposal Presentation: Meet with prospects and clients, preparing and presenting proposals for investment management. Account Administration Coordination: Work with Trust and/or Account Officers to learn the intentions of the trust, IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives. Portfolio Management: Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client. Team Engagement: Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordination of portfolio changes. Market Awareness: Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research. Trend Analysis: Keep informed of market trends and analyze the effect of these trends on clients' investment portfolios. Policy Compliance: Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission. MINIMUM REQUIREMENTS: Bachelor's degree; a major in Finance, Accounting, Economics, or Business Administration preferred. Three or more years of professional experience; money management, investment research or financial services experience preferred. REQUIRED SKILLS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in: Communication: Strong interpersonal, written and verbal communication skills, and presentation skills. Problem Solving & Analytical Thinking: Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions. Strategy Knowledge: General knowledge of the firm's investment strategies, products, and portfolio construction methodologies. Software Proficiency: Proficient in the use of Microsoft Office software including Word, Excel PowerPoint, and CoPilot. SKILLS FOR SUCCESS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to: Client Experience: Delivers an exceptional client experience while achieving sales and retention goals. Team Collaboration: Works effectively with internal and external partners to achieve shared goals and support client needs. Organization: Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently. Adaptability: Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you. PCS Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $90k-114k yearly est. Auto-Apply 12d ago

Learn more about American Express jobs

View all jobs