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Citizens Financial Group jobs in Nashua, NH - 577 jobs

  • Records Management Coordinator

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in Medford, MA

    Retail Banking Operations Records Management Coordinator Work with team that is responsible for overseeing Safe Deposit, Business Continuity, and Records Management. Position specifically pertains to the Records Management Coordinator (RMC) role as a single point of contact for the business line's management of their records and inventories. RMC collaborates with the Business Records Manager (BRM) in overseeing and maintaining the required records management activities and processes. Partner with Corporate Records Management and assigned liaison to maintain a consistent working relationship and with Risk & Compliance to ensure consistency and compliance with CFG Records Management Policies and standards. Assists team with Safe Deposit and Business Continuity Planning duties when staffing needs are required. Travel will be required 25%+. Position Description: Provide advice and guidance to assigned teams on their management of their records and their appropriate classification, storage, and destruction. This includes records in any format or medium, including emails, files held on personal or shared drives and data stored in systems. Act as back up to the BRM and with RMC peers, Corporate Records Management team and assigned Team Records Champions Responsibilities Records Classification, Inventory, Retention Schedule, Off-site Storage, Structure, Maintenance, Destruction Transferring Historical Records Appoint Champions Organizational Change and Risk Guide colleagues in identifying and classifying records to be processed as either High Risk or Secondary Records and which records are required to meet Legal, Regulatory and Operational requirements. Update the inventory to include all record types, including electronic, record and Information Security classifications per annual policy changes and at the time of major changes. Learn how the CFG Retention Schedule works to apply it to departmental records and process change requests for updates. Validate the existence of a central list of all records stored off-site including details of which team they belong to, their record type and record class code. Perform branch/office visits to ensure records are up to date and that all physical records are stored in conditions which will not cause them damage. Understand what a Destruction Hold Order (DHO) and Legal Holds in order to process in the event one is received. Complete annual destruction process to meet policy requirements to include High Risk Records destruction documentation. Ensure annual review is completed to certify current inventory of records. Delegate any tasks to assigned Champions, if applicable, but must take responsibility for overall policy compliance in their teams. Must complete the Policy training provided by the Corporate Records Management team and be responsible for ensuring their assigned Champions have received training. Education Requirements High school degree required; Associate/bachelor's degree preferred Position Qualifications Superior ability to multi-task Strong PC Skills Working knowledge of Retail Banking applications, Iron Mountain Connect, and Microsoft Office 365 Excellent communication and problem-solving skills High energy level and strong work ethic Thorough understanding of overall strategic objectives for Consumer Banking and CFG Self-Starter who can work independently and take initiative Preferred Qualifications Prior Records Management Experience Hours & Work Schedule Hours per Week: 40 Work Schedule: 4 Days in Office- Monday-Friday 8:00am - 5:00pm Travel 25%
    $42k-49k yearly est. Auto-Apply 1d ago
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  • Private Bank Internship 2026

    Citizens Financial Group, Inc. 4.3company rating

    Citizens Financial Group, Inc. job in Boston, MA

    Private Bank Internship Program 2026 Join Citizens Private Bank as a Private Bank Intern and gain hands-on experience in an exciting, client-focused environment. This internship offers a unique opportunity to work alongside Relationship Managers and the Private Banking team, supporting the management of relationships with high and ultra-high net worth clients. Through a structured rotational program, you'll develop a deep understanding of our full suite of deposit and lending products and services, while exploring specialized areas such as Private Equity and Venture Capital, Commercial Real Estate, and Business Banking. You'll also spend time in a Private Bank Office (PBO), learning first-hand how we deliver exceptional service through our network of physical locations. This experience will help you build strong client service skills, apply creative problem-solving, and gain insight into the strategies that strengthen client relationships. Key Responsibilities: * Assist Private Bankers with client onboarding, documentation, and account setup. * Support Relationship Managers with client follow-up and administrative tasks. * Participate in special projects and initiatives to enhance client experience. * Conduct research and prepare materials for client meetings. * Learn operational processes and compliance requirements within Private Banking. * Collaborate with teams across different verticals to understand business strategies. What We Offer: * Exposure to high-net-worth client servicing and relationship management. * Hands-on experience with banking products and lending solutions. * Opportunities to rotate through different areas of Private Banking. * Professional development and mentorship from experienced bankers. Qualifications: * Successfully complete a HireVue assessment within 4 days of receiving the link. If not completed within the timeframe, your application will be automatically withdrawn from consideration. * Background in Corporate Finance, Accounting, or related field * Required Minimum GPA: 3.0 * Preferred Graduation Date: May 2027 * Please note that U.S. Immigration sponsorship or work visa is not available for intern position and candidates must have permanent authorization to work in the U.S. Pay Transparency The position offers $25/per hour. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award
    $25 hourly Auto-Apply 6d ago
  • Applied Tech Market Executive - Innovation Economy Banking MD

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA job

    A leading financial institution is seeking a Market Executive in Boston to lead the Applied Technology team. The role involves building relationships with innovative companies in sectors like robotics and quantum computing. Responsibilities include business development and supporting founders in their growth while managing a smaller portfolio. Ideal candidates should possess over 12 years of account relationship management experience, strong communication skills, and licenses related to securities. The company offers a competitive rewards package and values diversity and inclusion. #J-18808-Ljbffr
    $69k-114k yearly est. 2d ago
  • VP, Alternative Fund Services & Accounting

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA job

    A leading global financial institution is seeking a Vice President in Alternative Fund Services to lead a Fund Accounting team. You will drive excellence in operations and be pivotal in our initiatives involving a diverse client base. The ideal candidate will have over 10 years of accounting experience, comprehensive knowledge of hedge/private equity environments, and a strategic mindset. This role offers a dynamic environment where your leadership will significantly impact our client's success and business growth. #J-18808-Ljbffr
    $130k-186k yearly est. 2d ago
  • Senior Client Associate - Wealth Advisory & Onboarding

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA job

    A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace. #J-18808-Ljbffr
    $69k-103k yearly est. 1d ago
  • Associate I - ETF Basket Operations

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA job

    Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity to enhance your career by working closely with operations, financial controllers, and external partners. You'll be at the forefront of ensuring smooth fund servicing operations while contributing to process improvements. Embrace the chance to grow your skills in a supportive environment that values innovation and collaboration. As a Fund Servicing Associate I within JPMorganChase, you will play a pivotal role in enhancing our operational services related to fund accounting and administration. Your work will have a meaningful impact within our department, as you apply your broad knowledge of fund servicing principles and practices to perform diverse activities requiring analysis and judgement. With your advanced emotional intelligence, you will build trusting relationships with peers, managers, and stakeholders, fostering a collaborative environment. Your continuous improvement mindset will drive you to propose and implement improvements to our current working methods, contributing to the efficiency and resilience of our operating platform. Job responsibilities * Manage all client queries in relation to ETF Basket Valuations. * Participate in industry working groups and initiatives. * Stay updated on developments in the broader ETF ecosystem. * Reconcile accurately and efficiently against all core controls and procedures for all relevant ETF deliveries. * Develop new ways to enhance our operating model and work directly with tech teams to implement risk-reducing processes. * Execute routine transactions related to fund servicing, ensuring accuracy and compliance with established policies and procedures. * Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations. * Foster a collaborative environment by leveraging emotional intelligence skills to build trusting relationships with peers, managers, and stakeholders. * Propose and implement improvements to current working methods, contributing to the efficiency and resilience of our operating platform. Required qualifications, capabilities, and skills * Demonstrated expertise in fund servicing operations, with at least one plus year of experience focusing on basket operations or fund accounting, evidenced by successful execution of related tasks and responsibilities. * Advanced emotional intelligence skills, with a track record of building trusting relationships and fostering collaboration in a professional setting. * Experience in proposing and implementing process improvements, with a focus on enhancing efficiency and resilience in an operational environment. * Proven ability to apply active listening and questioning techniques to understand and address client needs effectively. * Strong managerial skills. * Strong analytical, prioritization, organizational, and time management skills. * Ability to be effective in a global operating environment and a matrix management organization. * Ability to build and maintain effective working relationships with clients and counterparties. * Excellent customer service skills with attention to detail. * Results-oriented; ability to create and sustain a target-guided environment. Preferred qualifications, capabilities, and skills * Advanced Excel skills, VBA, etc. * Strong knowledge of complex corporate actions and dividend income. * ETF cash component expertise. Work hours are 12:30 - 9pm.
    $76k-106k yearly 5d ago
  • Portfolio Manager-Investment Management Group

    Rockland Trust Company 4.5company rating

    Boston, MA job

    Rockland Trust's Investment Management Group (IMG) is seeking a collaborative, client-focused Portfolio Manager to join our growing wealth management team. This role is ideal for an experienced investment professional who thrives in a relationship-driven environment and believes that exceptional client outcomes are achieved through deep partnership with both clients and internal teammates. As a key member of our IMG team, you will work closely with Relationship Managers, financial planners, trust officers, and other internal specialists to design and deliver fully integrated wealth strategies for high-net-worth individuals, families, and institutions. You will serve as the primary investment expert in client relationships, participating in client meetings, contributing to holistic planning discussions, and ensuring that each portfolio reflects a sophisticated, personalized investment approach. This position combines the analytical rigor of portfolio construction with the interpersonal engagement of a trusted advisor within a supportive team culture that values shared success. Key Responsibilities Partner with Relationship Managers to deliver a seamless, team-based client experience; participate in joint client meetings and strategy sessions. Collaborate with internal financial planners, trust administrators, private bankers, and insurance specialists to integrate investment strategy into comprehensive wealth plans. Provide timely, clear communication to teammates regarding portfolio decisions, client updates, and market developments to support coordinated client service. Serve as a trusted investment advisor for high-net-worth clients, presenting portfolio strategies, performance, and market outlook in a clear and consultative manner. Meet regularly with clients-independently and alongside Relationship Managers-to deepen relationships, understand goals, and adjust strategies as needs evolve. Participate actively in new business opportunities by presenting investment capabilities during prospect meetings and supporting Relationship Managers in the sales process. Take responsibility for designing, implementing, and managing customized portfolios aligned with clients' financial objectives, tax considerations, and risk tolerances. Execute the firm's investment philosophy through equity security selection, fixed-income analysis, asset allocation, and investment manager due diligence. Contribute to and stay informed on IMG's investment committee discussions, research initiatives, and model portfolio development. Ensure portfolios remain compliant with client mandates, internal policies, and regulatory requirements. Maintain accurate and timely documentation of portfolio decisions, client interactions, and investment rationales. Support continuous improvement efforts in investment processes, reporting, and client communication standards. Qualifications Experience: Minimum 5+ years of private wealth or high-net-worth portfolio management experience, including direct responsibility for discretionary portfolios. Education: Bachelor's degree in Finance, Economics, Business, or related field required. MBA or relevant advanced degree preferred. Credentials: CFA strongly preferred; progress toward CFA or other advanced credentials considered. Technical Skills: Proficiency with Bloomberg, FactSet, Morningstar, and other investment analytics platforms preferred. Core Competencies: Excellent communication and presentation skills, with the ability to translate complex concepts clearly for clients Strong analytical and investment research capabilities Demonstrated success building trust and durable relationships A collaborative mindset with a commitment to team-based client service Personal Attributes: Ethical, detail-oriented, intellectually curious, and committed to serving clients as a fiduciary. Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more! At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Job Info Job Identification 2046 Job Category IMG Posting Date 08/27/2025, 02:53 PM Degree Level Bachelor's Degree Locations 2036 Washington St, Hanover, MA, 02339, US Proposed Work Hours 40.00 Targeted Salary Range $160,000 to $200,000 #J-18808-Ljbffr
    $160k-200k yearly 1d ago
  • Relationship Banker - Quincy - Newton Market

    Bank of America 4.7company rating

    Quincy, MA job

    Newton, Massachusetts;Dedham, Massachusetts; Quincy, Massachusetts **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 (*************************************************************************************************************** **:** 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 Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management Minimum Education Requirement: - High School Diploma / GED / Secondary School or equivalent _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._ **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.
    $31k-39k yearly est. 4d ago
  • Senior Performance & Risk Analytics Associate: Institutions

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA job

    A leading financial services firm in Boston is seeking a Performance and Risk Analytics Associate to support institutional clients with advanced analytics throughout the investment lifecycle. This role involves representing the firm at client onboardings, conducting performance analyses, and building strong relationships within complex organizations. The ideal candidate has a Bachelor's degree in a relevant field and at least 10 years of experience in performance and risk analytics, alongside excellent communication skills. Opportunities to travel periodically for client engagements are also part of the role. #J-18808-Ljbffr
    $82k-130k yearly est. 2d ago
  • Market Executive, Technology, Middle Market Banking, Managing Director

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA job

    Job Information Job Identification 210596591 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/11/2025, 11:17 PM Job Schedule Full time Job Shift Day Job Description You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Applied Technology team in our Innovation Economy business is for you. As a Market Executive on the Applied Technology Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio size is typically smaller in recognition of management responsibilities. The Applied Technology team focuses on world changing technologies across robotics, space, quantum computing, and semiconductors, and you will support the growth of founders innovating at the intersection of hardware and software. The Applied Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients” Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships 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 drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Minimum of 12 years' account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Creative solution and problem solving abilities and excellent business judgment with the ability to multitask FINRA Series 79, 63, 24 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Excellent organizational, influencing and interpersonal skills Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done About Us 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 About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr
    $206k-363k yearly est. 2d ago
  • Commercial Banker, Healthcare, Higher Education & Non-Profit, Middle Market Banking, Vice President

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA job

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as aCommercial Banker is for you. As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit. The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Manage and develop relationships with non-profit clients whose annual revenue ranges from $50 million to $150 million. Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI) Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development Required Qualifications, Capabilities and Skills 5 plus years' direct lending or credit support related experience, with a focus on business relationships Understanding of Commercial Banking products and services Knowledge of the local market Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Sales management and business development skills Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Excellent verbal, written and listening communication skills Strong creative solution and problem solving abilities Proficiency in building and maintaining positive client relationships About Us 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 About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr
    $78k-130k yearly est. 2d ago
  • Senior Manual Ethical Hacker

    Bank of America Corporation 4.7company rating

    Boston, MA 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 Description: Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the security resilience of the bank's applications to malicious hacking activity. This senior technical role is responsible performing and leading ethical hacking assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include leading and performing research, understanding the bank's security policies, working with appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. These individuals are expected to perform application security-oriented dynamic and static assessments across a multitude of technologies including web UI, web APIs, mobile and cloud, including associated source code. Key Responsibilities in order of importance: * Perform assigned analysis of internal and external threats on information systems and predict future threat behavior. * Incorporate threat actors' tactics, techniques, and procedures into offensive security testing to identify high-value vulnerabilities/chained attacks. * Developing Proof-of-concepts for exploitation. * Perform assessments of the security, effectiveness, and practicality of multiple technology systems. * Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. * Prepare and present detailed technical information for various media including documents, reports, and notifications. * Provide clear and practical advice regarding managing risks. * Learn and develop advanced technical and leadership skills, mentor Junior and Intermediate assessors in technical tradecraft and soft skills. * Respond to security incidents and provide technical assistance to leadership across the Information Security organization. Required Skills: * Minimum of 5+ years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 5 of the following areas: * security engineering * application architecture * authentication and security protocols * application session management * applied cryptography * common communication protocols * mobile frameworks * single sign-on technologies * exploit automation platforms * Web APIs * Cloud environments * LLM security * Mobile application analysis * Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings * Experience performing manual web application assessments i.e., must be able to simulate a OWASP Top 10 vulnerabilities without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with DAST and SAST tools to identify vulnerabilities * Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) * Experience with vulnerability assessment tools and penetration testing techniques. * Solid programming/debugging skills, development frameworks, CVE and CWE research/reproduction * Threat Analysis, threat modelling and SBOM analysis * Innovative thinking, threat actor simulation * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CEH, OSCP/OSCE/OSWE/GXPN/GPEN/GWAPT/GMOB/All Practitioner Certs [Port Swigger BSP Academy]/Cloud Cert(s)/ eWPT; eWPTX; eMAPT [INE Pentester Academy] * Strong programming/scripting skills * Frida * Binary analysis (disassembly skills) Skills: * Advisory * Innovative Thinking * Technical Documentation * Technology System Assessment * Threat Analysis * Adaptability * Collaboration * Scenario Planning and Analysis * Test Engineering * Written Communications * Attention to Detail * Information Systems Management * Issue Management * Presentation Skills * Prioritization This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40
    $90k-129k yearly est. 5d ago
  • Private Bank, Private Equity Lending Associate (Boston, MA)

    Citizens Financial Group, Inc. 4.3company rating

    Citizens Financial Group, Inc. job in Boston, MA

    The Private Bank, Private Equity Lending Associate (Fund Finance) will function as underwriter and portfolio manager of a commercial loan portfolio within the Private Bank's Boston office. The Lending Associate will focus primarily on private equity / venture capital fund finance transactions (including capital call lines of credit, management company financings, and general partner financings) with a willingness to occasionally handle C&I and CRE transactions. Private Equity Lending Associate should be experienced in credit analysis, loan structuring, legal documentation, credit policy, lending origination systems, and regulatory requirements involved in private equity / venture capital fund finance. The ideal candidate has strong attention to detail and is a clear communicator who excels at managing multiple priorities while working independently or as part of a team. Primary responsibilities include * Works closely with Relationship Manager and client to identify lending needs and solutions. * Serve as the client day-to-day contact for credit-related inquiries and requests. * Ability to interact with private equity/venture capital clients and understand operating models of client businesses * Underwrite credit approval packages for new credit product originations or renewals and modifications to existing credit facilities, including: capital call lines of credit / subscription facilities, revolving lines of credit to management companies, term loans to management companies, general partner loans to corporate borrowers, and standby letters of credit. * Performs analysis of client's financials to determine loan eligibility. * After Relationship Manager handoff, serves as main point of contact for all internal/external parties to lending transactions while keeping the RM updated. * Manages end-to-end loan process with clients and internal/external partners from inquiry through post-closing (e.g., presents loan requests to Credit Officer for approval, assists with closing coordination and any post-closing requests). * Manage the existing portfolio of credit facilities to ensure operations are in compliance with terms structured in credit agreements. * Proficient use of Moody's CreditLens or similar application to complete financial analysis and spreads. Analyze cash flow reports, calculate ratios, recognize and describe trends and identify recurring and non-recurring sources of cash flow. * Monitors pipeline to ensure loan workflow is efficient and meeting closing deadlines. * Maintains a high level of quality control for verifying accuracy of financial and loan documents. Qualifications * 3+ years of commercial credit analysis experience with private equity/venture capital (capital call lending, management company credit facilities). * BA/BS Degree required with concentration in business, finance and/or accounting preferred. * Strong decision-making, interpersonal and communication skills; including the ability to clearly understand and convey complex concepts, both written and verbal. * Excellent organizational and time-management skills, and high attention to detail and accuracy. * Self-motivated and self-disciplined, with the ability to work effectively with little supervision. * Willingness to focus primarily on fund finance transactions but also handle occasional C&I and CRE transactions.Experience across all three lending verticals is not essential - the Team will help the candidate get up to speed. * Advanced familiarity with Word, Excel, and PowerPoint. * Experience with Moody's CreditLens is a plus. Hours & Work Schedule * Hours per Week: 40 (note: this is an exempt position and meeting deadlines requires flexibility in time management and additional hours) * Work Schedule: M-F * Location: 772 Boylston St., Boston, MA (4 days in office required; 1 day WFH) Pay Transparency The salary range for this position is $100,000 - $130,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award
    $100k-130k yearly Auto-Apply 4d ago
  • Senior Trust Manager: Lead Operations & Growth

    U.S. Bank 4.6company rating

    Boston, MA job

    A leading financial institution located in Boston is seeking a Trust Manager to oversee and lead a trust unit. Responsibilities include hiring and training staff, developing unit policies, and managing budgets. Ideal candidates will have 6+ years of experience in banking and a proven track record in management. This full-time role offers a competitive salary range between $105,400 and $124,000 and comprehensive benefits designed to support employee wellbeing. #J-18808-Ljbffr
    $105.4k-124k yearly 3d ago
  • Investment Banking- United States - 2026 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA job

    JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
    $110k-200k yearly Auto-Apply 53d ago
  • Privileged Access Management (PAM) Specialist (BloodHound experience highly desired)

    Bank of America 4.7company rating

    Boston, MA 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 Description: This job is responsible for developing and supporting enterprise-wide information security policies, procedures, and standards. Key responsibilities include applying knowledge of laws, rules, regulations, and information security concepts (e.g., NIST, COBIT, ISO) to establish and maintain policies, validate alignment of processes and controls to requirements, and report on adherence to policy requirements. Job expectations include using data analytics and partnering with internal teams to verify policy compliance, identify gaps in coverage, and support remediation activities. Summary: Join one of the largest financial institutions in the U.S. as a Privileged Access Specialist dedicated to safeguarding the bank's most critical assets. This is a fantastic opportunity to work on cutting-edge cybersecurity initiatives focused on Active Directory, Microsoft Entra ID, and other Tier 0 infrastructure. You will play a pivotal role in defending against advanced threats by implementing robust privileged access controls and eliminating attack paths. If you are passionate about identity security and thrive in high-stakes environments, this role offers the chance to make a measurable impact on the security posture of a global enterprise. Key Responsibilities: Deploy and configure BloodHound for enterprise environments (AD and Azure AD). Collect and analyze data using SharpHound collectors and interpret graph-based attack paths. Develop and execute custom Cypher queries to uncover advanced attack vectors. Collaborate with red and blue teams to simulate adversary techniques and validate defensive measures. Provide actionable recommendations to mitigate identified risks and harden Active Directory environments. Maintain documentation and reporting for findings and remediation strategies. Required Qualifications: Hands-on experience with BloodHound and SharpHound in enterprise-scale environments. Strong understanding of Active Directory architecture, privilege escalation techniques, and common misconfigurations. Proficiency in Cypher query language for graph-based analysis. Familiarity with defensive use cases for BloodHound and integration into security operations. Knowledge of identity security best practices and attack path management. Desired Qualifications: 3+ Years technical experience in attack path analysis 5+ Years experience administering Active Directory and Entra (formerly AzureAD) CISSP, CISM, or equivalent security certifications. Offensive Security certifications (e.g., CEH, OSCP, CRTP) or red team focused credentials are a plus. Experience with PAM vendors and tools (CyberArk, Hashi, BeyondTrust, etc.). Familiarity with compliance frameworks (NIST, ISO/IEC, FFIEC) Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100) Pay and benefits information Pay range$78,200.00 - $136,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $78.2k-136.3k yearly Auto-Apply 19d ago
  • Treasury Management Officer - Commercial Bank

    Jpmorgan Chase 4.8company rating

    Boston, MA job

    Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. **Job responsibilities** + Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships + Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning + Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework + Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews + Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions + Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms + Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships **Required qualifications, capabilities, and skills** + 6+ years of cash management, sales and relationship management experience + Success developing new business with focus on prospecting utilizing strong selling and negotiation skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy + Excellent verbal and written communication skills + Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization + Strong time management, organizational and planning skills + Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor **Preferred qualifications, capabilities, and skills** + Bachelor's degree + Certified Treasury Professional designation + Strong creative solution and problem-solving abilities 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** Boston,MA $128,250.00 - $195,000.00 / year
    $128.3k-195k yearly 60d+ ago
  • J.P. Morgan Advisors - Senior Client Associate - Boston, MA

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA job

    J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Information Job Category Client Advisory Business Unit Consumer & Community Banking Posting Date 01/09/2026, 10:32 PM Job Schedule Full time Job Shift Day Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account‑specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings Required qualifications, capabilities, and skills: Bachelor's degree or equivalent experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks and work independently in a fast‑paced environment Proactively identify and deliver appropriate solutions that address the needs of our clients Ability to communicate effectively clients and team members while maintaining professionalism in difficult situations Preferred qualifications, capabilities, and skills: Able to adapt and stay abreast of changing technology and regulatory policies Highly proficient user of Word, PowerPoint, and Excel About Us 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 About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr
    $69k-103k yearly est. 1d ago
  • Senior Web Designer

    Citizens Financial Group, Inc. 4.3company rating

    Citizens Financial Group, Inc. job in Westwood, MA

    We seek a creative, detail-oriented Web Designer to join our in-house advertising agency. The ideal candidate has a strong understanding of user experience (UX) and user interface (UI) design principles and will be responsible for designing user-friendly, visually appealing digital experiences that align with the Citizens brand. The right candidate has the drive to raise the bar on creative expression, a deep appreciation for clean, simple design, the desire to collaborate with copywriters and broader teams, and a proven ability to succinctly present and communicate creative solutions. This position will report to the SVP, Digital Channel Management and have a dotted line to the VP, Creative Director of Design, to ensure visual brand consistency. Key Responsibilities: * Collaborate with stakeholders to understand business goals and user needs * Work from agreed upon creative briefs with copywriters, creative directors, web strategists and project management teams to create digital experiences for financial products and marketing initiatives * Design and develop wireframes, conceptual mockups, website layouts and templates * Present to partners using sketches, diagrams, and visual comps to demonstrate how solutions will help meet and exceed goals * Ensure all web experiences are optimized for responsive design * Stay up to date with the latest web design trends and technologies * Understand competitive landscape, customer feedback, and metrics to refine user-centered designs Requirements: * Bachelor's degree in web design, graphic design, or a related field preferred. A human factors background is a plus. * Proven experience as a web designer, preferably in the Financial Services sector * Proficiency with Adobe Creative Cloud design applications and Figma * Excellent communication and teamwork skills * Ability to manage multiple projects and meet deadlines * A versatile team-player attitude Preferred Qualifications: * Working knowledge of HTML, CSS, JavaScript, SEO principles and web analytics tools * Experience with content management systems, such as OpenText TeamSite and Sitecore * Experience in automated workflow tools like Aprimo, Workfront, Jira, etc. * Understanding of accessibility standards and best practices LOCATION Hybrid in Charlotte, NC, or Westwood, MA, with 4 days/week of in-office collaboration Pay Transparency The salary range for this position is $80,000-90,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award
    $80k-90k yearly Auto-Apply 48d ago
  • Fraud Analytics and Innovation Lead Analyst

    Bank of America 4.7company rating

    Boston, MA job

    Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **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! **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, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. 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. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. **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 fraud trends based on industry 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 + Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products + Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape + Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners + Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities + 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 **Required Qualifications:** + Minimum 3 years SAS/SQL Coding knowledge and/or experience + Ability to manage multiple projects in a complex and rapidly-changing environment + Ability to work independently as well as part of a team + Demonstrate strong analytical skills + Previous risk/fraud analysis, strategy development, or related experience + Strong written and oral communication skills + Intellectually curious and willing to dive into complete issues\problems and solve **Desired Qualifications:** + 5+ years of risk analysis, strategy development, or related experience + 5+ years of SAS or SQL Coding experience + Prior experience in Authentication, Fraud, Debit Card or other related risk fields + Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) + Experience managing relationships and projects with external vendor partners **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 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.
    $79k-106k yearly est. 60d+ ago

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