A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential licenses and a commitment to compliance. This full-time position offers a competitive salary of $70,000 and benefits including medical coverage, 401(k), and paid time off. Join a dynamic team focused on excellence in client service.
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$70k yearly 5d ago
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Collateralized Loan Obligation (CLO) Trader
Citi 4.6
Citi job in New York, NY
The Trader is a senior level position responsible for overseeing a trading book and managing book risk, in coordination with the Trading team. The overall objective of this role is to ensure book trades deliver on budgeted revenues, and to coordinate with key stakeholders to develop the trading franchise.
This position will have a heavy focus on trading Collateralized Loan Obligation (CLO) mezzanine and equity tranches.
Responsibilities:
Oversee a trading book as a Senior trader and generate revenues and manage risk for the respective business
Build and maintain a franchise and connect with key clients
Coordinate with Sales, Research, CM and and other organizations across Markets and Securities Services and the broader business
Trade a book and deliver on budgeted revenues and manage book risk
Establish and maintain key relationships to deliver trades to the desk
Anticipate client demand in each respective product/market and facilitate large client trades
Coordinate with desk analysts as needed and with sales to develop the franchise and manage and mentor junior traders as needed
Leading strong governance and controls:
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation.
Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
Adhere to all policies and procedures as defined by your role which will be communicated to you
Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
15+ years of experience in a related role
In-depth knowledge of respective products and clients
Proven history of successful trading book management
Required licensing and registrations as applicable
Advance analytical and numerical competency
Consistently demonstrates clear and concise written and verbal communication
Effective interpersonal skills to develop and maintain relationships with internal and external stakeholders
Ability to analyze and pitch situations and determine suitable counterparties
Knowledge of Bloomberg, booking systems, trading protocol, closing technicalities
Education:
Bachelor's degree/University degree or equivalent experience
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Job Family Group:
Institutional Trading
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Job Family:
Trading
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Time Type:
Full time
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Primary Location:
New York New York United States
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Primary Location Full Time Salary Range:
$200,000.00 - $300,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Dec 23, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$200k-300k yearly Auto-Apply 28d ago
Branch Leader: Growth, Service & Team Culture
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial services firm is seeking a Branch Manager to oversee branch operations in New York. The ideal candidate will deliver exceptional service to clients while managing deposits, investments, and a high-performing team. This role requires strong leadership skills, experience in retail banking, and the ability to foster community relationships. The successful applicant will enjoy a dynamic work environment focused on client satisfaction and branch growth.
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$81k-124k yearly est. 5d ago
VP, Wholesale Lending FERC Transformation & Data Integrity
Jpmorgan Chase & Co 4.8
New York, NY job
A prominent financial services company is seeking a Vice President for its Wholesale Lending Transformation Team. The role involves leading strategic change initiatives and improving data quality for regulatory reporting. Candidates should have over 6 years of experience in financial control, strong data management skills, and proficiency in tools like SQL and Tableau. A successful applicant will also demonstrate exceptional communication and project management capabilities, fostering collaboration across various teams.
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$136k-195k yearly est. 3d ago
Open Banking Analytics Leader
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial services firm is seeking an Analytics Director to drive data and analytics strategy within its Open Banking Analytics Team. This role involves overseeing analytics solutions that deliver business value, establishing best practices, and managing a high-performing team. The ideal candidate will have over 10 years of experience in advanced analytics and strong leadership skills, as well as proficiency in analytics tools and technologies.
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$98k-141k yearly est. 1d ago
Branch Manager - Brooklyn East, NY
Jpmorgan Chase & Co 4.8
New York, NY job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting‑edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
Build and cultivate a high‑performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
You thrive in a fast‑paced, changing environment, using your strong decision‑making skills to navigate challenges and lead the team confidently.
You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved.
You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience.
You have a high school degree, GED, or foreign equivalent.
You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
You have a college degree or military equivalent.
Training and Travel Requirement
You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager.
You'll need to be able to travel as required for in‑person training and meetings; some travel may be out‑of‑state.
Dodd Frank and Safe 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: **********************************************************************
About Us
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
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
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A leading financial institution in New York is seeking an experienced Private Client Banker to manage client banking relationships. You will provide exceptional service, educate clients on digital banking solutions, and actively engage in acquiring new clients. A high school degree is required plus experience in financial services sales. This role expects a strong relationship-oriented approach and excellent communication skills, offering a dynamic work environment with development opportunities.
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$114k-147k yearly est. 3d ago
Senior Wealth Relationship Lead
Citigroup Inc. 4.6
Citigroup Inc. job in New York, NY
A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans.
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$140k-191k yearly est. 5d ago
Director, eCommerce Payments Solutions
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial services firm in New York is seeking a Product Solutions Director to guide sales advisory and optimize complex problem-solving in eCommerce Payments. This role requires extensive experience in product solutions and sales strategies, with a passion for delivering client-centric solutions. The ideal candidate should have over 8 years in leadership roles and expertise in the financial sector, along with a track record of transforming sales and technology.
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$127k-182k yearly est. 2d ago
Model Risk (Risk Management) : Job Level - Associate
Morgan Stanley 4.6
New York, NY job
Model Risk Management Morgan Stanley's Model Risk Management (MRM) department resides within FRM. MRM's Regulatory Risk Team has several responsibilities that help to manage the regulatory risk faced by the function (e.g., management of regulatory exams, meetings, requests, and findings). The scope is global with a focus on the US where regulatory agencies include the FRB, OCC, SEC, and NFA.
This position offers the candidate a unique opportunity to manage and influence MRM related regulatory activities with close interaction across numerous stakeholders within Business and Control functions.
Primary Responsibilities
* Manage process for regulatory exams/requests and supervisory meetings including preparation of regulatory reporting materials. This includes interacting with a large number of stakeholders across various functions and sometimes managing through multiple concurrent deliverables with sensitive timelines (48 hour turnaround time).
* Maintain and streamline reporting on regulatory trends, deliverables and statistics for MRM globally, including summarizing information and creating dashboards for senior management; report to a variety of committees, as needed.
* Manage process of review and challenge of issue remediation with MRM senior management. This includes handling large data sets and engaging with appropriate MRM stakeholders globally to prepare monthly materials. Experience
* Bachelor's degree required in Finance, Economics, Computer Science or other business or risk management related areas
* Excellent verbal and written communication skills and comfortable communicating with a wide range of stakeholders that have a technical mindset
* Strong attention to detail and ability to summarize information in easy digestible formats, as well as previous experience with Model Risk Management framework desired
* Ability to prioritize and manage multiple competing deliverables
* Pragmatic problem solver and forward thinker
* Advanced working knowledge of MS Office and related applications (Outlook, PowerPoint, Excel, Word, Teams)
* Knowledge of various regulatory guidance/requirements (SR 11-7, SS 1/23)
* Self-motivator and team player who brings a can-do approach
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 $100,000 and $140,000 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).
$100k-140k yearly Auto-Apply 60d+ ago
Client Specialist, Commercial Real Estate Banking, Commercial Term Lending
Jpmorganchase 4.8
Jersey City, NJ job
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
Enthusiastic and self-motivated.
Superior written and oral communication.
Superior customer service skills.
Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
College graduate preferred.
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
Superior interpersonal communication skills, as well as strong attention to detail and time management.
$64k-93k yearly est. Auto-Apply 6d ago
Senior Manager, Technical Program Management (Bank Tech)
Capital One 4.7
New York, NY job
Senior Manager, Technical Program Management (Bank Tech) Are you interested in leading programs that deliver on critical business goals and build large scale products & platforms?
About Capital One: At Capital One, we were founded on the belief that no one should be locked out of the financial system. We're dedicated to helping foster a world where everyone has an equal opportunity to prosper.
We're a bank, but we don't think like one. We're always thinking about what's next, about how we can innovate and inspire, and about how we can develop the tools our customers need to improve their financial lives - by leveraging best in class technology. That's where you come in.
About the team: As a Senior Manager of Technical Program Management (TPM) on the MarTech team of the Bank Tech organization, you will work on high priority initiatives related to ad tech and marketing tech. In this exciting role, you will partner with Senior Leaders and stakeholders across lines of businesses to drive execution of a cohesive roadmap across multiple workstreams to deliver results that will have a direct impact on the company.
In addition to the technical program, you will also work to pave the way for an expanding TPM discipline within the team, by leveraging your industry knowledge and experience to teach the organization what a great TPM can achieve.
Our TPM Sr. Managers have:
Strong technical backgrounds (ideally building highly scalable platforms, products, or services) with the ability to proactively identify and mitigate technical risks throughout delivery life-cycle
Exceptional communication and collaboration skills
Excellent problem solving and influencing skills
A quantitative approach to problem solving and a collaborative implementer to holistic solutions; a systems thinker
Ability to simplify the technically complex and drive well-educated decisions across product, engineering, design, and data science representatives
Deep focus on execution, follow-through, accountability, and results
Exceptional cross-team collaboration; able to work across different functions, organizations, and reporting boundaries to get the job done.
Highly tuned emotional intelligence, good listener, and deep seated empathy for teams and partners
Basic Qualifications:
Bachelor's degree
At least 5 years of experience managing technical programs
Preferred Qualifications:
5+ years of experience designing and building data-intensive solutions using distributed computing
3+ years of experience in building distributed systems & highly available services using AWS cloud computing services and architecture
3+ years of experience with Agile delivery
3+ years experience delivering large and complex programs - where you own the business or technical vision, collaborate with large cross-functional teams, secure commitments on deliverables, and unblock teams to land business impact
Experience in building systems & solutions within a highly regulated environment
Bachelor's degree or higher in a related technical field (Computer Science, Software Engineering)
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $200,700 - $229,100 for Sr. Manager, Technical Program Management
New York, NY: $219,000 - $249,900 for Sr. Manager, Technical Program Management
Richmond, VA: $182,500 - $208,300 for Sr. Manager, Technical Program Management
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$219k-249.9k yearly 4h ago
Asset Management- US Equities Investment Specialist - Executive Director
Jpmorgan Chase & Co 4.8
New York, NY job
JobID: 210645561 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$350,000.00 At J.P. Morgan Asset Management, we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum.
Job Summary:
As an Executive Director in our US Equity Active Core Group, you will oversee approximately $160 billion in client assets for institutions and team member investors worldwide. In this client-facing Investment Specialist (IS) role, you will represent our strategies across various client types and investment wrappers. You will collaborate with portfolio managers, client advisors, and many internal teams, including RFP, Marketing, Product Strategy, and Account Management, to promote business growth and deliver superior client service.
Key Responsibilities:
* Act as a key representative for multiple investment teams and strategies to internal partners, prospects, and existing clients across both institutional and advisor businesses.
* Foster strong partnerships with portfolio managers, research analysts, and other investors to align strategies and achieve common goals.
* Develop and deliver compelling product messaging to drive new business, retain existing assets, and enhance client satisfaction.
* Demonstrate strong capital markets acumen, effectively communicating on macroeconomic environments, industry trends, and current events.
* Lead new product initiatives, requiring consensus building across product development, distribution management, and portfolio management.
* Oversee the end-to-end client onboarding process, including negotiating investment management agreements, fee schedules, client reporting, and investment guidelines
Required qualifications, capabilities and skills
* 10+ years of significant capital markets experience with a strong understanding of the financial services industry.
* Proven experience in pitching and servicing institutional mandates.
* Demonstrated ability in project management and driving strategic initiatives.
* Strong understanding of US Equity products and services.
* Exceptional written communication, large group presentation, and interpersonal skills, including prior sales experience.
* Proficient in investment performance, performance composites, attribution, and advisory/model delivery relationships.
Preferred qualifications, capabilities and skills
* Self-motivated, confident, and a team player with strong people management skills and a strategic mindset.
* Creative and collaborative approach to problem-solving, with flexibility to tailor messages based on audience and market conditions.
* Strong interpersonal skills for effective liaison with numerous groups within JPMAM.
$77k-113k yearly est. Auto-Apply 60d+ ago
Typescript / React Front End Lead Software Engineer
Jpmorganchase 4.8
Jersey City, NJ job
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Typescript / React Front End Lead Software Engineer at JPMorganChase within the Asset and Wealth Management Spectrum Design System team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job Responsibilities
Design, develop, and maintain core components of the UI Design System using React, TypeScript, and related technologies
Collaborate with product teams, designers, and engineers to ensure consistent implementation of design patterns and UI standards across applications
Architect and implement reusable, accessible, and scalable UI components and libraries for use across the organization
Integrate AI-powered coding tools (e.g., code assistants, automated refactoring, code review bots) into the design system development workflow
Document component usage, guidelines, and best practices for internal consumers of the design system
Provide technical leadership within the UI Design System team
Stay current with emerging trends in web development, UI/UX, design systems, and AI tooling
Participate in code reviews, ensuring adherence to best practices and high code quality
Troubleshoot and resolve complex UI issues and bugs within the design system
Lead a small team
Required qualifications, capabilities, and skills
Formal training or certification on software engineering concepts and 5+ years applied experience
Demonstrated professional experience in web development, with a focus on React and its ecosystem (Redux, React Router, Redux etc.)
Strong proficiency in JavaScript, TypeScript, Reactjs, and CSS libraries
Experience building and maintaining design systems or component libraries
Experience with AI-powered development tools (e.g., GitHub Copilot, Cursor, Windsurf, automated code review platforms)
Solid understanding of UI/UX principles, accessibility, and responsive design
Familiarity with modern front-end build pipelines (Vite, Webpack, Babel, etc.)
Experience with testing frameworks (Jest, React Testing Library, Cypress)
Excellent problem-solving, communication, and collaboration skills
Experience with team / tech leadership, including leading evaluation sessions with external vendors, startups, and internal teams to drive outcomes which include oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
Experience handling UI performance improvements
Preferred qualifications, capabilities, and skills
Experience with Java, Python, AI and cloud platforms (AWS, Azure, GCP) and CI/CD pipelines
Knowledge of accessibility standards (WCAG) and internationalization
Experience of working with monorepo setup
Contributions to open-source design systems or technical blogs
$73k-144k yearly est. Auto-Apply 7d ago
Cons Prod Strat Analyst IV - Internal Fraud Detection
Bank of America 4.7
Newark, NJ job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams.
This opportunity encompasses identifying, developing and executing innovative, high performance strategies to mitigate inherent internal fraud risks across Consumer and Small Business Banking.
Responsibilities:
Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
Leveraging independent risk management acumen, business partner subject matter expertise and historical event data to recognize emerging or existing internal fraud threats
Identifying data sources and extracting and working with large, complex datasets in a variety of environments
Performing outlier analysis to identify high risk activities and behaviors displayed by employees that may be indicative of internal fraud
Developing sophisticated code that will isolate aberrant patterns and behaviors to be presented to analysts for independent investigation
Partnering with operational teammates to refine methodologies to efficiently and effectively assess suspicious activities identified by strategies
Measuring and communicating performance and impact of internal fraud strategies
Leading / contributing to collaborative routines that ensure optimal performance of the end to end internal fraud detection process
Being an engaged, independent worker that is motivated by and actively contributes to team success and a positive work environment
Required Qualifications:
Technical skills: proven, advanced SAS / SQL programming capabilities
Risk management skills: ability to anticipate and proactively identify threats and analyze and solve complex problems
Analytical skills: ability to collect and consume data from large, diverse datasets to independently develop risk control solutions
Relationship building skills: proven track record of fostering and maintaining mutually beneficial partnerships across organizations with competing priorities
Communication skills: ability to effectively and influentially communicate verbally and in writing at all levels within the organization
Thought leadership: constant curiosity about transformative ways to improve our process, business outcome, workplace culture
Ability to learn and adapt: fast-paced, dynamic environment with shifting risk landscape
Team-first attitude: actively contribute to a welcoming workplace with positive team dynamics and a culture of trust in a geographically dispersed organization
Desired Qualifications:
Expertise in additional programming languages and data environments
Prior fraud detection experience highly desired
Prior Center / Call Center experience/acumen
Skills:
Analytical Thinking
Business Analytics
Data and Trend Analysis
Fraud Management
Problem Solving
Collaboration
Innovative Thinking
Monitoring, Surveillance, and Testing
Presentation Skills
Risk Management
Data Visualization
Interpret Relevant Laws, Rules, and Regulations
Issue Management
Oral Communications
Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$78k-107k yearly est. Auto-Apply 21d ago
Senior eCommerce Payments Product Lead
Jpmorgan Chase & Co 4.8
New York, NY job
A top financial institution in New York is seeking an experienced Product Manager to drive product innovation in Merchant Services. You will lead the end-to-end product life cycle, develop strategies, and ensure top-tier client experiences. Ideal candidates have over 5 years in product management, particularly in payments, with strong analytical and stakeholder management skills. This role offers a competitive salary and the chance to impact customer satisfaction significantly.
#J-18808-Ljbffr
$112k-140k yearly est. 3d ago
Payments Sales Fulfillment Associate
Jpmorgan Chase & Co 4.8
Jersey City, NJ job
JobID: 210620845 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $66,500.00-$100,000.00; Chicago,IL $61,750.00-$95,000.00 Do you enjoy providing support to achieve sales and portfolio growth objectives? You have found the right team.
As a Sales Fulfillment Associate in the Sales Success Office, you will be a key player in our Payments Sales organization. Your contributions will directly impact our new sales targets and portfolio growth objectives through the submission of high-quality implementation requests. You will provide essential support to our Payment Sales Managers (PSMs) and Payment Client Managers (PCMs) by initiating implementations, ensuring accurate billing, rate implementation and credit setups while guaranteeing proper internal controls and policies are followed. You have the opportunity to develop a deep understanding of JP Morgan Payment products and skills, paving the way for a successful career within various Payments functions including Sales, Implementations, Product, Risk and Controls, and Client Service.
About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.
Job responsibilities
* Provide subject matter expertise, confirm scope of requests, products, and services
* Initiate global implementation requests for new business with clients
* Own process for simple and complex implementations
* Coordinate with Sales and Implementations by providing day to day oversight of implementation of client change requests
* Submit billing information; including billing adjustments
* Conduct rate changes for clients as directed by client coverage teams.
* Support ad-hoc requests (e.g., billing and pricing, rates, and credit inquiries)
* Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
* Apply required control procedures
Required qualifications, capabilities and skills
* Demonstrates the ability to understand Payments products, pricing philosophy, and billing process and procedures
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
$34k-42k yearly est. Auto-Apply 48d ago
Commercial Banker - Emerging Middle Market - Vice President
Jpmorgan Chase & Co 4.8
Saddle Brook, NJ job
JobID: 210696600 JobSchedule: Full time JobShift: Base Pay/Salary: Saddle Brook,NJ $147,250.00-$215,000.00 If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
$57k-93k yearly est. Auto-Apply 20d ago
Citi Commercial Bank - Loan Syndications Associate
Citi 4.6
Citi job in New York, NY
The Loan Syndications Associate will be responsible for providing analytical and execution support to deliver customized debt solutions to Citi's Commercial Bank clients. The Loan Syndications Associate is a critical member of a deal team, working directly with Vice Presidents and Senior Transactors as well as with colleagues across multiple groups in the bank to originate and execute transactions.
Responsibilities:
Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research.
Prepare market comparables, initial due diligence lists, deal pre-screen presentations, and draft indicative term sheets.
Tracking and summarizing loan market conditions in client materials, with a focus on the Middle Market segment of the US Loan Market.
Execute lead-arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre-screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process.
Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements.
Coordinate with other groups within Citi, including Coverage, Underwriting, Risk, and Operations as well as other product groups to meet pitch and deal-related deliverables and deadlines.
Developing and maintaining effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers).
Developing and maintaining effective industry relationships with clients, lenders, legal counsel, and external parties (in collaboration with VPs and Senior Transactors).
Develop business and credit judgment as well as to provide balanced assessments in working with internal team members and partners.
Maintain a strong attention to detail, deliver high quality work product, and complete work in assigned timeframes.
Qualifications:
2-3 years of banking experience, preferably with loan syndication, asset-based finance, or capital markets experience
Completion of formal credit training program preferred
Fundamental credit skills, including demonstrated ability to evaluate business, industry, financial performance, and structure/terms
Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information
Excellent command of Microsoft Suite, with an emphasis on PowerPoint and Excel
High level of energy, enthusiasm, and motivation
Team player, able to facilitate strong partnerships
Detail-oriented individual with strong organization ability and excellent communication, writing, and presentation skills
Obtain and maintain required FINRA registration and licensing
Education:
Bachelors/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Commercial and Business Sales
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Job Family:
Commercial Product Sales
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Time Type:
Full time
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Primary Location:
New York New York United States
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Primary Location Full Time Salary Range:
$109,120.00 - $163,680.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Jan 31, 2026
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$109.1k-163.7k yearly Auto-Apply 8d ago
Banking - Investment Banking Healthcare, Summer Analyst, New York City - US, 2027
Citi 4.6
Citi job in New York, NY
You're the brains behind our work…
You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Citi is looking for Summer Analysts to join the Healthcare Investment Banking team in North America. The Healthcare Investment Banking group provides healthcare sector expertise and strategic advisory solutions, including mergers & acquisitions, capital raising and other strategic financings to corporate and financial service clients.
We provide you with the knowledge and skills you need to succeed…
We're committed to teaching you the ropes. The 10-week Summer Analyst Program starts in June and begins with a 1.5 week in-depth training program. You will also receive healthcare-specific industry and technical training throughout the program. While you're in the Summer Analyst role, you're eligible to participate in Citi's mentorship program as well as the Healthcare mentorship program, which will provide further training and guidance during and after the Program. Top performing Healthcare Summer Analysts often return to Citi after graduation to work as Full Time Healthcare Analysts.
Your time here will look something like this…
* Collect and analyze company information to assist transactions; including conducting industry research, revising, and organizing financial data * Analyze financial data and develop financial models including company valuations, discounted cash flow analysis, financing, and comparative analyses * Create and finalize new business development presentations * Coordinate tasks with internal and external working teams * Prepare required internal documentation e.g. control and compliance regulations.
We want to hear from you if…
* You are graduating between December 2027 and June 2028 and have a preferred GPA of 3.5 or above.
* You are interested and passionate about exploring a career working with leading healthcare companies
Who we think will be a great fit…
A dedication to learning and a true passion for the healthcare industry is vital. We are hiring professionals who have a global perspective on the future of healthcare banking and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following: * Commitment to personal growth and career development * A strong desire to learn and succeed in team environments * Knowledge or work experience in the healthcare industry is a plus, but not required * Strong communication, planning, and organizational skills * Passion for client service and a dedication to deliver the best results on every * Unquestioned commitment to integrity and ethical decision-making.
Annual Salary = $110,000
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Job Family Group:
Management Development Programs
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Job Family:
Undergraduate
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Time Type:
Full time
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Primary Location:
New York New York United States
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Primary Location Full Time Salary Range:
$100,000.00 - $135,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Jan 12, 2026
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.