Vice President And Manager jobs at Citi

Join J.P. Morgan Wealth Management and help shape the future of our Global Supervisory team. Make a meaningful impact by leading a talented group, collaborating with business leaders, and driving operational excellence. This is your chance to develop your leadership skills, contribute to strategic initiatives, and advance your career in a supportive, growth-focused environment. Be part of a team that values innovation, mentorship, and continuous improvement. Your expertise will help us deliver sophisticated solutions to meet our clients' generational wealth management needs. As an SM Support Manager in the Global Supervisory team, you lead a team of associates providing essential administrative support for investment sales activities. You collaborate with Supervisory Managers, drive process enhancements, and ensure operational efficiency. Together, we foster a culture of excellence, professional development, and continuous improvement. You will have the opportunity to grow your expertise and make a meaningful impact across our business. Job Responsibilities Direct and oversee a team of associates, ensuring high-quality administrative support Collaborate with Supervisory Managers to coordinate and delegate tasks Identify and implement process improvements for greater efficiency Document and maintain administrative procedures to ensure compliance Set performance standards, monitor productivity, and hold team members accountable Recruit, hire, develop, and coach employees to build a high-performing team Lead training initiatives and onboard new team members effectively Deliver ongoing training and professional development for support staff Organize and prepare review materials for business units Represent the team in governance and change management meetings Provide regular updates to management on team progress and operational metrics Required Qualifications, Capabilities, and Skills 5 years of proven experience in team leadership and people management 7 years of experience in the securities or investment industry Advanced knowledge of securities industry rules, regulations, and guidelines Strong ability to synthesize insights and communicate effectively, both orally and in writing Demonstrated personal initiative and achievement of challenging goals Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint Strong organizational, communication, and interpersonal skills Experience in training, coaching, and developing staff Ability to identify and implement process improvements Experience in preparing business review materials and reporting to management Bachelor's degree or equivalent experience in a directly related securities industry position Preferred Qualifications, Capabilities, and Skills Experience in global or cross-functional teams Track record of entrepreneurial leadership Experience in change management initiatives Ability to manage special projects and contribute subject matter expertise Experience in governance meetings and strategic planning Advanced reporting and analytical skills Experience in mentoring and coaching in a fast-paced environment

Join a team where your expertise shapes the future of financial services and client experiences. As a Central Supervisory Manager, you will play a key role in ensuring the integrity and suitability of our annuity and insurance offerings. Your insights and leadership will help us deliver exceptional service and maintain our reputation for excellence. Be part of a collaborative environment that values innovation, continuous improvement, and professional growth. Make a difference for our clients, our team, and your career. As a Central Supervisory Manager in the Central Supervision team, you ensure the suitability and compliance of annuity and insurance products for our clients. You collaborate with colleagues across the organization to resolve supervisory issues and drive process improvements. You help train new team members and influence positive change. Together, we create solutions that make lives better and build long-term relationships with our clients. Job Responsibilities Conduct suitability reviews for a variety of annuity and insurance products Escalate supervisory issues and recommend appropriate actions Partner strategically with field Supervisory Managers and registered personnel to resolve exceptions Review work items escalated internally by junior team members Deliver training to newly hired team members Identify and drive process improvements Influence stakeholders and align them to final resolutions Complete project work and additional tasks as assigned Articulate findings and recommendations clearly to management Maintain strong organization and attention to detail Meet service level agreements and project deadlines through effective time management Required Qualifications, Capabilities, and Skills Minimum 7 years of experience in the securities and investment industry Deep understanding of advisory services, products, and complex client accounts Working knowledge of US financial regulations, including FINRA rules Proven ability to make sound, risk-based decisions independently Strong research, analytical, and problem-solving skills Excellent interpersonal, verbal, and written communication skills Ability to collaborate across multiple levels of supervision Active and valid FINRA Series 7 license Active and valid FINRA Series 66 (or 63 and 65), 9/10 (or 4, 24, 53), and State Life & Health Insurance license, or ability to obtain within 120 days of hire Strong organization skills and attention to detail Demonstrated ability to work in a dynamic, evolving team environment Preferred Qualifications, Capabilities, and Skills Bachelor's degree Experience delivering training and mentoring team members Experience driving process improvements and change initiatives Advanced analytical skills for identifying trends and patterns Experience influencing stakeholders and aligning teams to resolutions Strong project management skills Familiarity with digital solutions in wealth management

JobID: 210692878 JobSchedule: Full time JobShift: Day : Join J.P. Morgan Wealth Management and help shape the future of our Global Supervisory team. Make a meaningful impact by leading a talented group, collaborating with business leaders, and driving operational excellence. This is your chance to develop your leadership skills, contribute to strategic initiatives, and advance your career in a supportive, growth-focused environment. Be part of a team that values innovation, mentorship, and continuous improvement. Your expertise will help us deliver sophisticated solutions to meet our clients' generational wealth management needs. As an SM Support Manager in the Global Supervisory team, you lead a team of associates providing essential administrative support for investment sales activities. You collaborate with Supervisory Managers, drive process enhancements, and ensure operational efficiency. Together, we foster a culture of excellence, professional development, and continuous improvement. You will have the opportunity to grow your expertise and make a meaningful impact across our business. Job Responsibilities * Direct and oversee a team of associates, ensuring high-quality administrative support * Collaborate with Supervisory Managers to coordinate and delegate tasks * Identify and implement process improvements for greater efficiency * Document and maintain administrative procedures to ensure compliance * Set performance standards, monitor productivity, and hold team members accountable * Recruit, hire, develop, and coach employees to build a high-performing team * Lead training initiatives and onboard new team members effectively * Deliver ongoing training and professional development for support staff * Organize and prepare review materials for business units * Represent the team in governance and change management meetings * Provide regular updates to management on team progress and operational metrics Required Qualifications, Capabilities, and Skills * 5 years of proven experience in team leadership and people management * 7 years of experience in the securities or investment industry * Advanced knowledge of securities industry rules, regulations, and guidelines * Strong ability to synthesize insights and communicate effectively, both orally and in writing * Demonstrated personal initiative and achievement of challenging goals * Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint * Strong organizational, communication, and interpersonal skills * Experience in training, coaching, and developing staff * Ability to identify and implement process improvements * Experience in preparing business review materials and reporting to management * Bachelor's degree or equivalent experience in a directly related securities industry position Preferred Qualifications, Capabilities, and Skills * Experience in global or cross-functional teams * Track record of entrepreneurial leadership * Experience in change management initiatives * Ability to manage special projects and contribute subject matter expertise * Experience in governance meetings and strategic planning * Advanced reporting and analytical skills * Experience in mentoring and coaching in a fast-paced environment

JobID: 210686945 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $250,000.00-$450,000.00; New York,NY $250,000.00-$450,000.00 Join JPMorganChase as the Head of Financial Analysis, providing support for Asset Management across all businesses and functions. J.P. Morgan Asset & Wealth Management Finance and Business Management has an exciting new opportunity for the Global Head of Planning and Analysis of the Asset Management business. This role offers the chance to report directly to the Head of Asset & Wealth Management Planning and Analysis, with a dotted line accountability to the Asset Management Chief Financial Officer. As the Head of Financial Analysis - Asset Management within J.P. Morgan Asset & Wealth Management Finance and Business Management, you will lead the planning and analysis efforts for the Asset Management business. You will be responsible for delivering business intelligence reporting, management information, and competitor analysis support. This role offers the opportunity to develop analytical capabilities, manage core deliverables, and promote transformation projects to completion. You will also lead the expense agenda and create a best-in-class reporting and analytics ecosystem, while working closely with global teams to achieve strategic objectives. Job responsibilities: * Manage the Asset Management team building key processes and systems to ensure timely, robust, accurate and relevant analysis and information provided to business heads, CFOs and Corp P&A leads, as well as Business Management, Product Controllers and other stakeholders. Key focus will be on developing the analytical capabilities of the organization to enhance AM business-focused support while simultaneously managing the demands of core P&A deliverables for AM and Corporate. Includes ownership of the budget and forecasting processes, revenue control, expense management (including assisting with enforcement of AM's expense policy), as well as several other key business metrics and processes. * Build on the many use cases of transformation projects already under way and bring it to completion. Deliver reliable, accurate and timely reporting solutions across AM front office and support functions. Key reporting functions include client analytics, P&L, headcount, scorecards, regulatory and support for planning & outlook. * Lead the expense agenda for the CFO and Finance leaders of AM including the framework, analytics, reporting and ad-hoc analysis to provide insights to AWM CEO and CFO * Create best-in-class reporting and analytics ecosystem that builds on dashboard environment by addressing reporting redundancy and simplifying navigation amongst existing reports. Bring to market tangible and scalable use cases for AI and LLMs to further harness insights from our finance and non-finance data. * Work closely with relevant business and CFOs across the globe on return-oriented geographic expansion and to execute on expense efficiencies and synergies across the footprint. Be "the voice" of Asset Management on attendance patterns, ratio seating and associated analytics. * Responsible for reviewing potential new business opportunities * Attract, developing and retaining a team of world class finance professionals Required qualifications, capabilities, and skills: * 15+ years of finance and overall business management experience in a complex financial organization * Outstanding analytical and presentation skills * Proven ability to act independently with excellent decision-making skills * Proven ability to work well under pressure and handle multiple projects and initiatives at same time * Strong leadership skills with experience in demanding global environments, including building and motivating high-performance teams with a global focus. * Demonstrated expertise in strategic planning, issue resolution, negotiation, and leading internal reviews to assess business and financial choices for achieving objectives. * Proven ability to identify and mitigate risk based on company and industry guidelines, while driving innovation and process improvement. * Superior verbal and written communication skills, especially when engaging with senior-level management. * Results-oriented background with a track record of delivering complex data in digestible formats and identifying opportunities for innovation. * Extensive knowledge of MIS, accounting, product/client profitability, activity-based costing, project management, transfer pricing, and revenue sharing. * Proficient in Tableau, Alteryx, Excel, PowerPoint, and emerging technologies such as ChatGPT, with experience working in matrix structures and across multiple locations.

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 Vice President in risk management, you are responsible for supporting implementation of comprehensive risk management frameworks and practices for the organization. This role involves working with risk and business leaders by leading and supporting ongoing assessment and monitoring of various governance frameworks and testing reviews. You will work with senior management in risk, four business channels, and supporting functions to ensure that risk management strategies align with the organization's goals and regulatory requirements. **Job Responsibilities** + Support leadership in establishment of risk management framework that includes policies, procedures, and tools for identifying, assessing, monitoring, and mitigating risks + Independently review and, as appropriate, challenge the 1 st LOD risk management activities and where appropriate, escalate new emerging risks or issues + Evaluate and escalate challenges with compliance-based independent monitoring and testing of 1 st LOD risk management activities and escalate where appropriate + Identify, analyze, measure, and report on risks, including aggregate risks and issues; Challenge existing policies, standards, and training to support compliance with risk's regulatory and corporate requirements + Support leadership with regulatory relations including Exam Management + Comply with risks own applicable laws, rules, regulations and implement policies and standards established by IRM with respect to its own processes. + Collaborate with senior management to integrate risk management into strategic planning and decision-making processes. + Stay informed about emerging risks and trends in the industry and recommend appropriate actions. + Foster a risk-aware culture within the organization by promoting open communication and collaboration on risk-related matters. **Required qualifications, capabilities, and skills** + Bachelor's degree in finance, business administration, risk management, or a related field. + Minimum of 7 years of experience in risk management, finance, or a related field + Excellent analytical, problem-solving, and decision-making skills. + Strong leadership and team management abilities. + Excellent communication and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels. **Preferred qualifications, capabilities, and skills** + A master's degree or professional certification (e.g., FRM, PRM, CPA) is preferred. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $123,500.00 - $195,000.00 / year

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job Responsibilities** + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job Responsibilities** + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Are you ready to make a significant impact in fraud risk management at Chase Auto? As Vice President of Auto Fraud Risk Oversight, you'll champion the development and execution of robust fraud controls across our Origination, Collections, and Dealer network. This is your opportunity to shape the future of fraud prevention, collaborate with top talent, and drive meaningful change in a dynamic environment. Join us to lead strategic initiatives, challenge the status quo, and foster a culture of fraud awareness and prevention. Your expertise will help safeguard our business and customers while advancing your career in a high-visibility leadership role. As a Vice President of Auto Fraud Risk Oversight in Chase Auto Risk Management, you will serve as the principal risk liaison, overseeing and challenging fraud and credit abuse controls within our Origination & Collections functions and Dealer network. You'll lead efforts to identify, assess, and resolve fraud-related risks, ensuring our strategies remain effective and compliant with industry standards. This role offers the opportunity to collaborate across departments, influence senior leadership, and drive continuous improvement in fraud risk management practices. **Job responsibilities** + Serve as the principal Risk liaison for fraud oversight in Originations, Collections, and Dealer network. + Oversee and challenge automated and judgmental fraud decision processes, ensuring robust controls. + Act as the primary Risk contact for fraud oversight of new initiatives and business changes. + Maintain deep expertise in fraud detection and prevention strategies, providing credible challenge and recommendations. + Coordinate with stakeholders to resolve fraud control gaps and implement timely improvements. + Foster a culture of fraud awareness and prevention throughout the organization. + Collaborate with cross-functional teams to develop and implement effective fraud risk management practices. + Monitor and analyze fraud trends and patterns, delivering actionable insights to senior management. + Develop and deliver fraud awareness training programs for employees and dealers. + Prepare and present regular reports on fraud activities, trends, and mitigation efforts to senior management and committees. + Maintain comprehensive documentation of fraud cases, investigations, and outcomes, partnering with Quality Assurance as needed. **Required qualifications, capabilities, and skills** + Bachelor's degree in Finance, Business Administration, Risk Management, or related field. + Minimum 5 years of experience in fraud risk management, with a focus on collections and dealer fraud. + Strong analytical and problem-solving skills, with proven ability to interpret complex data and identify trends. + Excellent communication and interpersonal skills, with the ability to influence and collaborate across all organizational levels. + In-depth knowledge of fraud prevention techniques, industry best practices, and regulatory requirements. + Demonstrated experience leading fraud investigations and implementing effective mitigation strategies. + Ability to develop and deliver training programs on fraud awareness and prevention. + Experience preparing and presenting reports to senior management. + Proven track record of driving cross-functional collaboration and timely resolution of fraud cases. + Strong organizational skills with attention to detail and documentation. + Ability to work independently and exercise leadership courage in challenging the first line of defense. **Preferred qualifications, capabilities, and skills** + Advanced degree (MBA, MS, or equivalent) in a relevant field. + Experience in auto finance or automotive industry risk management. + Familiarity with automated fraud detection systems and data analytics tools. + Certification in fraud examination (CFE) or related professional credential. + Experience developing and updating fraud-related policies and requirements. + Knowledge of regulatory standards impacting auto finance and fraud risk. + Experience partnering with Quality Assurance and compliance teams. 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

The Supplier Assurance Services (SAS) team performs comprehensive risk assessments of suppliers within JPMC's Corporate Third Party Oversight (CTPO) program. SAS also supports JPMC's Cybersecurity and Technology functions by designing and implementing controls and processes to further enhance the security posture of JPMC's supply chain. SAS is part of Global Supplier Services (GSS), reporting directly to JPMC's Global Head of Corporate Third Party Oversight. As the Supplier Cybersecurity Assessor VP within the Supplier Assurance Services (SAS) team, you will perform technology and cybersecurity control assessments of supplier environments, including their services hosted in public cloud providers. You will evaluate the effectiveness of controls in supplier infrastructure, application stacks, cloud hosts, and other technologies. You will ensure the confidentiality and integrity of JPMC's data stored in Supplier environments or ensure the availability of JPMC's services provided by suppliers. In order to effectively assess suppliers, you will stay informed of the latest cyber risks in the industry and current adversarial tactics, techniques, and procedures. Your leadership skills and proven ability to function with minimal day-to-day oversight will help you to navigate complex stakeholder organizations and sensitive JPMC supplier relationships. Your work in SAS will be a critical component of JPMC's overall defensive risk posture. Job responsibilities + Partner with internal and external stakeholders, review supplier security stacks and conduct field work to ensure they are complete and meet JPMC expectations. + Provide cybersecurity risk and controls expertise during the onsite / virtual assessment of the supplier controls environment. + Identify cybersecurity risks and weaknesses within suppliers' IT and hosted cloud environments and document remediation plans. + Identify opportunities for process improvements to deliver increased operational efficiency and opportunities for improving supplier posture including expanded monitoring, key risk indicator tracking, etc. Required qualifications, capabilities, and skills + 7+ years of experience in Technology, Technology Risk & Controls, Cyber Operations, Application Security, Cloud Security (SaaS, PaaS & IaaS), Network Security, or Cyber Resiliency within a large enterprise-level environment. + Subject Matter Expertise of cybersecurity operations including defensive architectures and processes to combat adversarial activities + Proficient in techniques for incident management, incident handling, incident investigations, root cause analysis, and related processes + Strong written and verbal presentation skills at the senior management level including ability to describe cyber risks in terms relatable to business stakeholders + Experience debating issues with senior decision makers and pushing back when necessary Preferred qualifications, capabilities, and skills + Hands-on, practical experience in red teaming, blue teaming or penetration testing is a plus + CISSP, CCSP or similar certifications are a plus JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JPMorgan Chase & Co. is a global leader in financial services, offering investment banking, consumer and small business services, commercial banking, and asset management. Serving millions of consumers and top corporate clients, the firm operates under the J.P. Morgan and Chase brands. The Chase Consumer & Community Banking division provides a wide range of financial services, while the Credit Loss Forecasting team plays a crucial role in managing credit card portfolio health and risk assessment. **Chase Consumer & Community Banking (CCB)** serves consumers and small businesses with a broad range of financial services, including personal banking, small business banking and lending, mortgages, credit cards, payments, auto finance and investment advice. Consumer & Community Banking Risk Management partners with each CCB sub-line of business to identify, assess, prioritize and remediate risk. Types of risk that occur in consumer businesses include fraud, reputation, operational, credit, market and regulatory, among others. Within CCB Risk Management, our Credit Loss Forecasting team is responsible for forecasts of credit card delinquencies, charge-offs, and recovery of charge off accounts for budget planning, monthly outlook, and Investor Day based on various macroeconomic scenarios, and in partnership with P&A, collections, and risk strategy teams. This team is also responsible for monitoring the health of the credit card portfolio and updating stakeholders and senior management on emerging trends. As a professional within the Card Loss Forecasting team, you will be responsible for credit forecasting for the $220B credit card portfolio. This includes producing credit card delinquency and loss forecasts by portfolio segments and providing analytical insights to senior management. This role provides an exciting opportunity to develop your skills in a fast-paced environment. Financially, credit card represents the majority of Chase's consumer credit losses. As a result, forecasted credit card losses are a focus of senior leaders, regulators, and investors, as illustrated by the extensive coverage of card losses at Investor Day and quarterly earnings. **Job responsibilities** + Produce the credit card loss forecast for bank-wide budget, including forecasts for several discrete segments including policy losses, bankruptcy, deceased and recoveries and reversals + Build out, analyze and modify origination vintage and product level forecasts + Analyze and understand loss forecasting quantitative model output + Work with Finance, Modeling, and Risk Strategy teams to understand changes in the portfolio, model, or strategies and apply adjustments as needed + Create and deliver presentations and other summarizations for Executive Leadership + Create and run sensitivity scenarios based on economic conditions and management direction + Complete ah hoc analysis + Monitor and present delinquency and loss forecasts to key line of business partners + Create and validate regulatory reporting + Provide insight for senior management via regular risk deep dives + Demonstrate initiative and the ability to work on multiple projects with limited guidance, while mentoring and coaching junior analysts to develop their risk management skills and finance knowledge. **Required qualifications, capabilities and skills** + A Bachelor's or Master's Degree in a quantitative discipline (Finance, Accounting, Business, Stats, Economics, Math, Engineering) or equivalent work/training + Minimum 5 years of credit risk management, loss forecasting, statistical modeling, model execution and/or consulting experience + Minimum 7 years of related analytical experience + Proficiency in Microsoft Office suite of products (Advanced Excel, and PowerPoint) + Credit risk experience in one or more US consumer credit portfolios (i.e. U.S. Mortgage, Credit Card, Automotive, Business Banking, Wealth Management, Private Banking) preferred + Strong knowledge of Python, SAS, SQL preferred + Strong analytical, interpretive, and problem solving skills with the ability to interpret large amounts of data and its impact in both operational and financial areas + Excellent oral and written communication and presentation skills 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

Join a team that encompasses a variety of Data and Analytics disciplines, from data governance, data strategy and partnerships, reporting, data science, and machine learning. You will be critical in enabling the business to innovate through the strategic use of its data, while simultaneously ensuring that data is of good quality and well-protected and be responsible for data across different LOB's domains. **Job Responsibilities:** + Define and execute strategies for developing and delivering product data to support strategic objectives, business operations, advanced analytics, and reporting. + Develop a strong understanding of data usage within and across lines of business by collaborating with stakeholders such as Product Owners, LOB's, analytics leads, and business process owners. + Establish and maintain expectations for data accuracy, completeness, and timeliness; coordinate resources to deliver data quality and resolve issues promptly to maintain data consumer trust. + Direct the development and execution of processes to identify, monitor, and mitigate data risks, including data protection, retention, and quality, ensuring compliance with Firmwide policies and standards. + Build and maintain strong relationships with data delivery partners and consumers, including senior leaders. + Demonstrate governance by tracking and managing workstreams and initiatives, agreeing on KPIs, data quality, prioritizing deliverables, addressing risks, and ensuring successful delivery. + Develop insightful dashboards to provide actionable business intelligence and support decision-making, as well as any applicable reporting. + Apply strong analytical and problem-solving skills to interpret complex data sets. **Required Qualifications, Capabilities, and Skills:** + Bachelor's degree required; minimum 6 years of industry experience in a data-related field. + Proficiency in data querying and manipulation using technologies such as SQL and Python. + Demonstrated ability to manage tight delivery timelines across multiple workstreams and drive strategic change. + Design, deploy, and manage automation and analytical solutions using Python, Alteryx, SQL etc. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Harness your expertise to shape robust cybersecurity strategies and safeguard critical assets. Your leadership will be pivotal in enhancing our resilience against evolving global cyber threats. As the Cyber Intelligence Vice President -Fraud Intel within the Cybersecurity Intelligence Group's Cybercrime and Fraud Intel team, you will uncover and assess novel and emerging fraud threats to JPMC's clients and customers with a focus on the payment card fraud landscape, including merchant services and digital wallets. You will be able to see beyond fraud detection engines and rules to provide actionable intelligence on the broader fraud landscape, and you will clearly convey your findings in formal reports. **Job responsibilities** + Identify and assess emerging fraud threats to provide intelligence to internal stakeholders. + Maintain situational awareness of fraud actors' tactics, techniques, and procedures (TTPs) in ongoing fraud campaigns and trends. + Collaborate with teams throughout the firm to understand new products and services to mitigate potential fraud attack vectors. + Innovate and drive external intelligence collection capabilities. + Expertly convey findings and research in white papers and briefings to both technical and non-technical audiences. **Required qualifications, capabilities, and skills** + 5+ years of experience in a cybercrime or fraud intelligence role focused on analyzing TTPs to produce landscape intelligence reports. + Deep knowledge of fraud attack vectors specific to payment cards, merchant services, and digital wallets, particularly those involving NFC-relay. + Ability to conduct independent fraud analyses and hunts using open- and closed-source research tools. + Proficiency with a coding language (e.g., SQL, Python) to perform data-driven analyses (e.g., variable correlations, time series analysis). + Excellent communication skills that include writing technical white papers and delivering presentations. + Strong commitment to ethical practices and doing what is right. **Preferred qualifications, capabilities, and skills** + Background in fraud analysis or fraud product roles at financial institutions, card issuers, or vendors. + Proficiency with deep and dark web research tools, particularly those specializing in compromised card data. + Familiarity with ATM and POS fraud detection engines. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $152,000.00 - $260,000.00 / year

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job Responsibilities** + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Cleveland,OH $170,000.00 - $225,000.00 / year

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************** **Job Description:** 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! **Responsibilities** + Collaborate with others in the organization to ensure successful implementation of chosen problem solutions. + Analyze information obtained from management to conceptualize and define operational problems. + Prepare management reports defining and evaluating problems and recommending solutions. + Observe the current system in operation, and gather and analyze information about each of the component problems, using a variety of sources. + Track all client visits/meetings and ensure all client successes are logged for weekly reporting. + Drive proactive client communications through regular meetings, broker reviews, and calls. + Track and drive resolution (both strategic and tactical where necessary) of client requests. + Work with clients to educate on the firm's self-service tools and industry solutions. + Analyze effort and support across teams by individual client. + Coordinate and chair internal stakeholder meetings around client updates. + Analyze complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering. + Review and assess trade allocations, collateral movements and reconciliation of positions to facilitate workflow. + Improve clients' processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows. + Test implemented SAP solutions, including unit testing, integration testing and user acceptance test. + Work with GMI books and records platform and testing new functionality. + Remote work may be permitted within a commutable distance from the worksite. **Required Skills & Experience** + Bachelor's degree or equivalent in Operations Research, Mathematics, Economics, Finance, or related: and + 5 years of progressively responsible experience in the job offered or a related Quantitative occupation. + Must include 5 years of experience in each of the following: + Analyzing complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering; + Reviewing and assessing trade allocations, collateral movements and reconciliation of positions to facilitate workflow; + Improving clients' processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows; and, + Working with books and records platform and testing new functionality. + In the alternative, the employer will accept a Master's degree and 3 years of experience. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. **EMPLOYER:** BofA Securities, Inc. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Join a team that encompasses a variety of Data and Analytics disciplines, from data governance, data strategy and partnerships, reporting, data science, and machine learning. You will be critical in enabling the business to innovate through the strategic use of its data, while simultaneously ensuring that data is of good quality and well-protected and be responsible for data across different LOB's domains. Job Responsibilities: Define and execute strategies for developing and delivering product data to support strategic objectives, business operations, advanced analytics, and reporting. Develop a strong understanding of data usage within and across lines of business by collaborating with stakeholders such as Product Owners, LOB's, analytics leads, and business process owners. Establish and maintain expectations for data accuracy, completeness, and timeliness; coordinate resources to deliver data quality and resolve issues promptly to maintain data consumer trust. Direct the development and execution of processes to identify, monitor, and mitigate data risks, including data protection, retention, and quality, ensuring compliance with Firmwide policies and standards. Build and maintain strong relationships with data delivery partners and consumers, including senior leaders. Demonstrate governance by tracking and managing workstreams and initiatives, agreeing on KPIs, data quality, prioritizing deliverables, addressing risks, and ensuring successful delivery. Develop insightful dashboards to provide actionable business intelligence and support decision-making, as well as any applicable reporting. Apply strong analytical and problem-solving skills to interpret complex data sets. Required Qualifications, Capabilities, and Skills: Bachelor's degree required; minimum 6 years of industry experience in a data-related field. Proficiency in data querying and manipulation using technologies such as SQL and Python. Demonstrated ability to manage tight delivery timelines across multiple workstreams and drive strategic change. Design, deploy, and manage automation and analytical solutions using Python, Alteryx, SQL etc.

JobID: 210687803 JobSchedule: Full time JobShift: : Join a team that encompasses a variety of Data and Analytics disciplines, from data governance, data strategy and partnerships, reporting, data science, and machine learning. You will be critical in enabling the business to innovate through the strategic use of its data, while simultaneously ensuring that data is of good quality and well-protected and be responsible for data across different LOB's domains. Job Responsibilities: * Define and execute strategies for developing and delivering product data to support strategic objectives, business operations, advanced analytics, and reporting. * Develop a strong understanding of data usage within and across lines of business by collaborating with stakeholders such as Product Owners, LOB's, analytics leads, and business process owners. * Establish and maintain expectations for data accuracy, completeness, and timeliness; coordinate resources to deliver data quality and resolve issues promptly to maintain data consumer trust. * Direct the development and execution of processes to identify, monitor, and mitigate data risks, including data protection, retention, and quality, ensuring compliance with Firmwide policies and standards. * Build and maintain strong relationships with data delivery partners and consumers, including senior leaders. * Demonstrate governance by tracking and managing workstreams and initiatives, agreeing on KPIs, data quality, prioritizing deliverables, addressing risks, and ensuring successful delivery. * Develop insightful dashboards to provide actionable business intelligence and support decision-making, as well as any applicable reporting. * Apply strong analytical and problem-solving skills to interpret complex data sets. Required Qualifications, Capabilities, and Skills: * Bachelor's degree required; minimum 6 years of industry experience in a data-related field. * Proficiency in data querying and manipulation using technologies such as SQL and Python. * Demonstrated ability to manage tight delivery timelines across multiple workstreams and drive strategic change. * Design, deploy, and manage automation and analytical solutions using Python, Alteryx, SQL etc.