AWM, Marcus by Goldman Sachs, Paid Media Acquisition Marketing, Associate, Chicago, IL
Goldman Sachs job in Chicago, IL
WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Marcus by Goldman Sachs is the firm's direct-to-consumer business. Marcus combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity.
MARCUS BY GOLDMAN SACHS
Marcus Deposits is one of the leading and fastest growing online banks, and acquisition marketing plays a critical role in growth. The Marcus acquisition marketing team is responsible for driving new customer acquisition through digital media channels efficiently and at scale, as well as managing and optimizing customers' experience on site to account application for the Marcus high-yield savings accounts and certificates of deposits products. The team is performance-driven and focused on operational excellence.
YOUR IMPACT
As an associate on the acquisition marketing team you will create, manage, and execute paid media campaigns across numbers of different channels aimed at driving new customer. You will own the end-to-end strategy / planning, execution, optimization, budget management, analysis and reporting for our team.
You will also help the acquisition team stay current with industry trends and customer expectations to incorporate them into our optimization plan. As part of your role, you will interact and work with Product, Pricing, Legal & Compliance, Analytics, and Tech among others. This opportunity is for a 2026 start.
HOW YOU WILL FULFILL YOUR POTENTIAL
* Develop media plans for campaigns against business goals to execute multiple paid media channels
* Develop in coordination with other marketing team members short and long term digital advertising strategy with the goal of driving new customer acquisition
* Lead influencer marketing initiative with paid media amplification
* Work collaboratively across internal marketing team members and external digital agency partners to support both new and current digital marketing campaigns
* Manage the marketing deliverable cycle including initial planning, creative briefing, implementation, monitoring optimization, analysis and reporting
* Lead day-to-day operations of paid media campaigns and maintain a high-standard of operational excellence
* Review and analyze campaign performance on daily, weekly, and monthly basis; develop reporting dashboards and conduct deep dive analysis as needed
* Lead marketing technology strategy including cookie-less solutions
* Manage marketing/technology vendor relationships
* Provide recommendations around areas of new opportunity for traffic growth to the website
BASIC QUALIFICATIONS
* Bachelor's degree in relevant field
* 5+ years of experience working on digital marketing campaigns
* Experience with multiple different paid media channels, including but not limited to Paid Social, Programmatic Display, and Online Video
* Experience managing multiple channels/campaigns at one time
* Experience analyzing and reporting on KPIs for digital marketing channels
* Experience working with vendors and supporting vendor relationships
* Strong analytical skills, ideally web analytics
* Excellent communication and presentation skills
* Strong problem-solving and project management skills
* Experience with GMP (CM, DV360, GA360, SA360, Google Ads), Facebook, and other marketing platforms
* Proficiency with Google Analytics, Adobe Analytics, and other analytics software
* Experience with Microsoft Excel (macros, pivot tables, VBA, etc.), Access and PowerPoint
* Proficiency in SPSS, R, SQL and Tableau beneficial but not necessary
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Salary Range
The expected base salary for this Chicago, Illinois, United States-based position is $70,000 - 160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
Auto-ApplyAsset & Wealth Management, Private Bank, Financial Product Marketing Associate
Goldman Sachs job in Chicago, IL
YOUR IMPACT As an Associate, you will be responsible for supporting the development and execution of marketing strategies for Private Bank deposit and cash management solutions. This includes drafting marketing materials, collaborating with internal and external partners, and managing projects from initiation to completion. A key focus will be on partnering with advisor teams to drive product awareness and adoption, as well as utilizing a data-driven approach to optimize marketing tactics and improve client engagement.
Ideal candidates will possess strong writing and communication skills, be detail-oriented, and have experience with multi-channel marketing strategies. They should be proficient in copywriting and editing, project management, and budget tracking. This candidate should also be a creative thinker and be eager to contribute to the continuous improvement of the marketing team's processes.
This role is for a 2026 start.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
The Private Bank is a business unit that provides tailored banking and lending products, such as deposits, bank loans, mortgages and margin financing, to high net worth clients of the firm's global Wealth Management businesses. Our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.
Goldman Sachs Private Bank
Goldman Sachs Private Bank provides competitive borrowing and cash management solutions from Goldman Sachs Bank USA that are strategically integrated with our client's wealth management goals. Our experienced team partners with PWAs to advise clients on new loans, refinancing and restructuring of existing loans along with overall liability management. Our lenders and mortgage specialists provide a wide range of creative borrowing solutions against asset classes ranging from marketable securities and alternative investments, residential and commercial real estate to more tailored solutions against private assets such as aviation, fine art or vineyards. All team members are employees of Goldman Sachs Bank, USA
Client Engagement Team and Marketing
The Client Engagement Team is responsible for building our brand, attracting new clients and developing deeper relationships with existing clients by creating value from our client network and the broader Goldman Sachs network. We are seeking a professional to play a key role in the execution of our global client engagement strategy.
HOW YOU WILL FULFILL YOUR POTENTIAL
* Lead in development and creation of comprehensive marketing strategy across Private Bank deposit and cash management solutions
* Partner closely with advisor and regional teams to drive advisor awareness, engagement and adoption
* Draft and edit copy for pitch books, product overviews, article content and additional client materials
* Work collaboratively across internal marketing team members and external partners, agencies and vendors to support both new and current multi-channel marketing strategies
* Work with project stakeholders across marketing, business, advisor teams, compliance, creative, web and analytics from project initiation through execution, including initial planning, creative briefing, copywriting/design, implementation, monitoring optimization, analysis and reporting
* Compose language for and lightly design internal educational materials
* Brainstorm creative ideas to ensure we are maximizing client engagement ideas and tactics
* Use data-driven and iterative approach to further enhance and optimize marketing tactics
* Create regular reports based on test results and other ongoing initiatives to share with leadership
* Contribute to the development and improvement of the Marketing team's processes for improved collaboration and execution
* Manage invoicing, budget tracking and statement of work approval process
* Assist with projects related to strategic planning and technology / infrastructure builds
WHERE YOU WILL MAKE AN IMPACT
Will consider Chicago, Dallas, and Atlanta
EXPERIENCE & SKILLS WE ARE LOOKING FOR
* Bachelor's Degree Required
* 4+ years professional experience, preferably in integrated or product marketing
* Strong copywriting and editorial skills
* Familiarity with design skills across Microsoft suite
* Executing a distinctive program in the marketplace that helps achieve our goals
* Measured, improved and sustainable internal and external satisfaction of Private Bank & Lending marketing programs
* Positive team climate that encourages personal growth, team engagement, client focused attitude
* Strong interpersonal skills and a desire to work in a team-oriented environment
* Ability to work in a fast-paced environment and think clearly under pressure
* Highly organized with attention to detail and excellent follow-through
* Strong verbal and written communication skills
* Entrepreneurial
* Creative thinker
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Salary Range
The expected base salary for this Chicago, Illinois, United States-based position is $70000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
Auto-ApplyInvestment Consultant - Chicago, IL (Michigan Avenue)
Chicago, IL job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Client Specialist, Commercial Real Estate Banking, Commercial Term Lending
Chicago, IL job
JobID: 210685302 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.49-$34.62 Join a team that enjoys building relationships and helps identify growth opportunities for Commercial Real Estate clients.
Description
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
* Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
* Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
* Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
* Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
* Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
* Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
* Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
* Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
* Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
* Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
* Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
* Enthusiastic and self-motivated.
* Superior written and oral communication.
* Superior customer service skills.
* Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
* Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
* College graduate preferred.
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
* Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
* Superior interpersonal communication skills, as well as strong attention to detail and time management.
Auto-ApplyInvestment Banker - Industrials (Automotive) - Managing Director
Chicago, IL job
We are seeking a seasoned Managing Director to join and help lead our industry-leading Automotive Investment Banking team. As a Managing Director in our Industrials/ Automotive Investment Banking Group, you will play a vital and accountable role in leading the strategic dialogue with clients. You will be responsible for sourcing and executing J.P. Morgan's Investment Banking products including M&A, Equity and Debt. You will work closely with colleagues from industry and product teams to deliver leading Investment Banking solutions to clients.
**Job Responsibilities**
+ Sourcing new clients and executing M&A, Equity and Debt transactions on behalf of sponsors and strategic clients
+ Working with Industry & Product Bankers to advise Automotive Companies on integrated financial solutions
+ Following up and coordinating all deals and requests from clients and coordinating other internal teams, as well as external professional consultants
+ Providing timely market information
+ Participating in business and company events to identify new business opportunities and pitch for new clients
+ Leading and/or participating in meetings with support of internal partners
+ Providing leadership, mentorship and supervision to relevant team members
**Required qualifications, capabilities and skills**
+ Proven track record of success in a senior investment banking role, with a minimum of ten years relevant experience
+ Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
+ Very strong quantitative and analytical skills
+ Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
+ Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
+ Ability to comfortably interact with clients in a professional and mature manner
+ Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
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**
Chicago,IL $300,000.00 - $500,000.00 / year
Payments Sales Fulfillment Associate
Chicago, IL job
JobID: 210620845 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $66,500.00-$100,000.00; Chicago,IL $61,750.00-$95,000.00 Do you enjoy providing support to achieve sales and portfolio growth objectives? You have found the right team.
As a Sales Fulfillment Associate in the Sales Success Office, you will be a key player in our Payments Sales organization. Your contributions will directly impact our new sales targets and portfolio growth objectives through the submission of high-quality implementation requests. You will provide essential support to our Payment Sales Managers (PSMs) and Payment Client Managers (PCMs) by initiating implementations, ensuring accurate billing, rate implementation and credit setups while guaranteeing proper internal controls and policies are followed. You have the opportunity to develop a deep understanding of JP Morgan Payment products and skills, paving the way for a successful career within various Payments functions including Sales, Implementations, Product, Risk and Controls, and Client Service.
About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.
Job responsibilities
* Provide subject matter expertise, confirm scope of requests, products, and services
* Initiate global implementation requests for new business with clients
* Own process for simple and complex implementations
* Coordinate with Sales and Implementations by providing day to day oversight of implementation of client change requests
* Submit billing information; including billing adjustments
* Conduct rate changes for clients as directed by client coverage teams.
* Support ad-hoc requests (e.g., billing and pricing, rates, and credit inquiries)
* Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
* Apply required control procedures
Required qualifications, capabilities and skills
* Demonstrates the ability to understand Payments products, pricing philosophy, and billing process and procedures
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
Auto-ApplyGlobal Corporate Banking - Diversified Industries - Associate
Chicago, IL job
As an Associate for the GCB Diversified Industries group, you will have intellectual curiosity and drive to contribute to the development and execution of comprehensive banking solutions for your clients. The Global Corporate Banking group is part of Global Banking within Commercial & Investment Banking at J.P. Morgan. Global Corporate Banking focuses on small-, mid-, and large-cap companies that require traditional banking services in addition to investment banking solutions. Each of the sectors is extremely capital intensive and, therefore, financing activity is high.
Job Responsibilities
Prepare presentation and marketing materials for use in client meetings and transaction execution, covering topics such as financing alternatives, capital markets activity, capital structure, capital allocation and credit ratings
Participate in all phases of capital markets and syndicated and leveraged finance origination and execution
Build and maintain financial models to evaluate implied credit ratings, debt capacity, creditworthiness, and the impact of various capital structures
Conduct industry research and comparable company and transaction analysis
Coordinate efforts with deal team members and product partners across the Commercial & Investment Bank
Support Credit Underwriting Partners by drafting internal approval packages detailing company/credit analysis along with repayment modeling
Support senior bankers with overall client management responsibilities, idea generation and business initiatives
Required Qualifications, Capabilities and Skills
Strong corporate finance, analytical, credit and problem-solving skills
Exceptional verbal and written communication skills
Strong attention to detail
Ability to thrive in a fast-paced, collaborative work environment
Self-motivated, dependable and intelligent
Knowledge of corporate finance, credit, and other corporate and investment banking products
Possess or obtain within three months of hire the FINRA Series 79, Series 63 and Securities Industry Essentials (SIE) licenses
Auto-ApplyAsset & Wealth Management, US TPW Distribution Strategy & Enablement, Vice President, Chicago
Goldman Sachs job in Chicago, IL
Asset & Wealth Management: A career with Goldman Sachs Asset & Wealth Management offers the opportunity to help clients globally realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities, collaborate with talented colleagues across all asset classes and regions, and build meaningful relationships with clients. Working in a culture that values integrity and transparency, you will be part of a diverse team passionate about its craft, clients, and building sustainable success.
Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As the primary investment area within Goldman Sachs, it provides investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.
Job Summary and Responsibilities:
This role will help lead the US Third Party Wealth Sales Enablement efforts as part of the broader Global CSG Sales Enablement group. The VP will be responsible for connecting across senior leaders of the distribution business (including sales, marketing, product) and partner teams (GSAM Engineering, Operations, etc.) to define and drive the vision of the enablement platform. The primary focus will be on developing and growing a data ecosystem to provide critical reporting and insights to senior management, as well as formulate data models and activation strategies to advance the on-the-field execution of our sales teams, specifically within the US Third Party Wealth client segment. This role involves both working in close partnership w/ distribution leadership to help form and translate strategy into executable components, and leading the team in its close partnership with GSAM Engineering to deliver on a multi-year roadmap of solutions and tools that will help scale the business and drive profitability. Responsibilities include overseeing data analysis and visualization to extract insights from combined data sets, customer segmentation & targeting modeling, territory analysis, and KPI performance tracking. The VP will be responsible for managing and growing the team and overall effort, ensuring alignment with business priorities and effective delivery of solutions. This role will strengthen the distribution data foundation, build traditional BI (including visualizations) & advanced analytical solutions, and produce insights that empower business decision-makers. The VP will also be responsible for fostering collaborative relationships and communicating effectively with business and IT leaders, project members, and vendors to assure success.
Skills/Experience:
* Self-motivated team player, comfortable working within a dynamic business environment, juggling multiple responsibilities and pivoting to new challenges/priorities as they arise.
* Ability to combine both big picture/outcome-driven strategic thinking and bottom-up/detailed level analytical rigor.
* Strong expertise in BI and Analytics applications (Alteryx, Tableau/Power BI/Qlik etc.), Programming (SQL etc.), and Traditional & Cloud Databases (MS SQL Server, SingleStore, AWS etc.) is strongly preferred.
* Prior experience with BI methodology (e.g., descriptive and prescriptive analytic techniques) is preferred.
* 8-12 years of experience operating and leading Distribution Enablement and Business Intelligence efforts, ideally in the Asset/Wealth Management space.
* Experience working with key Third Party Wealth Investment Management Distribution data (e.g., CRM, Trade Positions/Assets and Flows, 3rd party opportunity data sets, Marketing Campaign data, Web analytics etc.) preferred.
* Data-driven user-centered design approach to analysis and data management, with demonstrated ability to deliver information that addresses and anticipates various business user needs.
* Exposure to and experience with MDM techniques, data governance, and data management is preferred.
* Demonstrates an understanding of multiple databases, data flows, and relationships across various sources.
* The ideal candidate has a strong willingness to learn, ability to leverage technical skills, and a solid understanding of business strategies, priorities, and initiatives.
* Enjoys problem-solving and being "the glue" between business challenges/opportunities and delivering results.
* Has a strong ability to build collaborative relationships and communicate effectively with business and IT leaders, project members, and vendors to assure success.
* Functional understanding of Salesforce / CRM platforms.
* Strong problem-solving skills and abilities, able to craft unique solutions with limited guidance; proactive in assessing dynamic situations.
* Fast learner and effective communicator of new / complex information.
* Ability to work at varying speeds and under timeframe pressure, while maintaining extremely high standards.
* Excellent written and verbal communication skills.
Salary Range
The expected base salary for this Chicago, Illinois, United States-based position is $85000-$240000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
Auto-ApplySenior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Chicago, IL job
Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
**Job Summary:**
As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
**Job Responsibilities:**
+ Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
+ Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
+ Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
+ Prepare and present financing feasibility and debt capacity studies.
+ Review legal documents on existing ESOP deals to ensure compliance.
+ Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
+ Conduct periodic reviews of ESOP's to support credit exposure extensions.
**Required qualifications, capabilities, and skills:**
+ Bachelor's degree.
+ Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
+ Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
+ Strong business development acumen and strategic vision to identify marketplace opportunities.
+ Ability to assess credit transaction risks and knowledge of credit policies.
+ Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
**Preferred qualifications, capabilities, and skills:**
+ Experience working with Client Executives and Senior Bankers.
+ Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
+ Knowledge of credit underwriting and structuring.
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**
Chicago,IL $166,300.00 - $235,000.00 / year
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst - Chicago
Goldman Sachs job in Chicago, IL
YOUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit of excellence drive our success. Your meticulous attention to detail, strong communication, and organizational skills will be essential in delivering unparalleled support and enhancing our client relationships. THIS ROLE IS FOR A 2026 START.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As a Wealth Management Professional, you'll be at the forefront of delivering world-class financial solutions, directly impacting the financial success and legacy of our sophisticated clients, including ultra-high net worth individuals, families, and institutions. You will build deep relationships and orchestrate a seamless client experience, leveraging the full breadth of Goldman Sachs' global resources to meet their complex financial needs. Your expertise will be vital in managing the intricate onboarding of new client relationships, meticulously ensuring the achievement of their investment objectives, proactively mitigating fraud risk, executing critical trades, and optimizing liquidity. This role offers a dynamic blend of strategic oversight and hands-on engagement, fostering enduring client partnerships within a culture defined by integrity, innovation, and a relentless pursuit of excellence.
HOW YOU WILL FULFILL YOUR POTENTIAL
* Leverage your interpersonal skills to contribute to a growing business
* Act as key relationship manager for ultra-high net worth clients
* Work closely with Private Wealth Advisors and teammates to service our clients
* Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
* Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services
* Identify opportunities for wealth advisory services for clients
* Understand client suitability and risk tolerance
* Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
* Work with our middle and back office colleagues to ensure an exceptional client experience
* Execute, process and reconcile trading and other investment related transactions
WHERE WILL YOU MAKE AN IMPACT
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. This role is in our Chicago office.
SKILLS & EXPERIENCE WE'RE LOOKING FOR
* Bachelor's Degree Required
* 1-3 years of preferred experience in client service and/or the financial industry
* Ability to work in a fast-paced environment and think clearly under pressure
* Strong interest in client service
* Self-motivated and able to work in an autonomous, yet collaborative environment
* Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
* Commitment to excellence and a high level of integrity
* Interest in Financial Services Industry
* SIE, Series 7 and 63 required (must be obtained within three months of employment)
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Salary Range
The expected base salary for this Chicago, Illinois, United States-based position is $60,000-$115,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
Auto-ApplyQuant Analytics Manager - Marketing Data Analytics
Chicago, IL job
We are excited to share an impactful opportunity on our Performance Marketing Analytics team for a Quant Analytics Manager, where you will play a pivotal role in shaping and optimizing our email channel marketing strategy through advanced analytics and cross-functional collaboration.
Job Summary:
As a Quant Analytics Manager on the Performance Marketing Analytics team, you'll be a key contributor to a crucial book of work and lead the transformation of email channel marketing strategy. This includes not only a deep understanding of the data from SFMC, but also how the data and SFMC features can improve email channel performance. The focus will be on standing up a measurement plan and analytics for push notification, testing SFMC flow control features, and supporting strategy around preference center and opt outs. You will partner across the firm with data partners, marketers, digital experts, and the broader analytics community to help drive business goals through deep understanding of marketing analytics and optimization.
Job Responsibilities:
Work with the data technology and SFMC product teams closely to identify gaps in the data capture strategy and collaboratively implement enhancements
Develop and track channel performance KPIs, communicating findings to senior CCB leadership to improve ‘Push Notification' strategy
Establish an understanding of the push channel to compare to other channels and identify potential synergies/impacts on other owned media channels contact strategy
Collaborate with other teams to craft test designs, interpret and translate results to present to senior management
Understand data and identify opportunities to leverage SFMC Einstein features within the customer journey construct
Provide data subject matter expertise on email audience availability by consulting on preference center and opt out data projects
Report performance of campaigns to optimize resources towards high-potential initiatives
Identify areas of improvement in email campaign-level performance, delivering recommended optimizations to marketers and channel management
Guide and mentor new hires and/or interns as needed
Required qualifications, capabilities, and skills:
Bachelor's degree in a quantitative, analytical, or related field
5+ years of experience in an advanced analytics role
Strong SQL knowledge, including complex queries
Advanced analytics experience
Experience with relational databases and data prep to summarize large datasets
Capable of defining metrics, evaluating results, drawing conclusions and insights to design and recommend system or process improvements
Critical and analytical thinking with a data-oriented mindset
Ability to develop advanced data visualization and presentations
Strong ability to translate data findings into business story telling for leadership
Excellent written and verbal communication skills
Comfort building and managing relationships with both analytics and business stakeholders
Preferred qualifications, capabilities, and skills:
Master's degree in related field
Knowledge in one or more of these tools: Salesforce, Alteryx, Tableau, Python, Power BI preferred
Experience with Email Marketing/Push Marketing strategy
Experience with test experimental design and results analysis
Functional industry experience in marketing, operations, technology or finance
Team leadership experience
Auto-ApplyInvestment Banking - Mergers & Acquisitions - Analyst
Chicago, IL job
We are seeking an experienced Analyst to join our industry-leading M&A Mid-Cap team. As an Analyst in M&A, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
**Job Responsibilities**
+ Executing Transactions: support due diligence, document preparation, negotiation etc. and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc.)
+ Working with J.P. Morgan product and sector teams
+ Building and using complex financial models, completing valuation and analytical exercises
+ Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
+ Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
**Required qualifications, capabilities, and skills**
+ 1+ years prior work experience:
+ in an investment banking front office role
+ in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence)
+ Strong accounting, finance, quantitative and business writing skills.
+ Bachelor's degree in Accounting, Economics, Finance and/or related field.
+ Understanding of the transaction cycle and the steps in the process and is execution oriented.
+ Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
+ Self-directed, highly motivated, and able to work independently
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**
Chicago,IL $110,000.00 - $110,000.00 / year
Asset & Wealth Management, Head of Retirement Marketing, Vice President
Goldman Sachs job in Chicago, IL
This Vice President will play a key role, devising and executing marketing strategies to support the growth of our Retirement business, which spans mega plan sponsors, consultants, DC specialist advisors and home offices. The Vice President will partner with client-facing business leaders, product strategy, investment teams and broader AM Marketing teams to identify and harness the top commercial priorities and translate them into full-funnel plans, fueling our business growth objectives with this critical segment.
Position Responsibilities
* Channel marketing vision and implementation: Research, plan, develop and implement an integrated marketing strategy for AM's retirement client segments to fuel overall business growth objectives.
* Brand narrative: Ensure the AM value proposition, and associated retirement derivation and messaging pillars are infused through all marketing activities globally.
* Client research: Partner with AM brand marketing and retirement business leaders to track, manage and analyze client research to determine how AM is perceived by our retirement clients and identify which perceptions need to be addressed to enable the business to move forward.
* Campaigns and execution: Develop and execute well thought-out, impactful and quantifiable lead generation and client retention campaigns leveraging a range of digital, media and in-person channels.
* Sponsorships and events: Partner with AM event marketing and retirement business leaders to develop a marketing strategy and execution for key channel sponsorships and events.
* Content: Partner with content and product marketing teams, to deliver a content calendar which fully supports the institutional and insurance marketing strategy, including the generation of editorial ideas, and content creation as well as continual improvement across marketing and sales collaterals, social media and am.gs.com.
* Measurement and reporting: End-to-end reporting and measurement of day-to-day and campaign-related marketing impact, delivering clear MROI and taking active steps to adjust marketing approach as necessary to optimize impact.
* Risk management: Maintaining strict adherence to regulatory and procedural guidelines for all marketing communications including proactive management of operational risk.
* Team effectiveness: Drive operational efficiency of the institutional and insurance marketing team, ensuring they are highly motivated, fully engaged and able to operate at scale.
* Partnership and collaboration: Develop and maintain strong relationships with other AM marketing leaders, EO marketing partners, Corporate Communications, sales and investment heads, and key senior stakeholders across the global organization.
Qualifications
* 10+ years of experience in retirement marketing or similar roles within a leading financial institution with an outstanding track record with measurable impacts and achievements
* Experience across retirement advisors and institutions
* In-depth knowledge of the retirement asset management industry: clients, products, regulations, competitors
* Well-developed strategic thinking with commercial awareness and business acumen
* Demonstrable track record of working effectively across matrixed, complex organizations with excellent communication, influencing and presentation skills as well as the ability to engage with partners at all levels
* Ability to present investment views in a thoughtful and well-reasoned manner, synthesize information from multiple sources and develop a clear, compelling story
* Demonstrated integrated marketing skills across strategy and execution; ability to leverage subject matter experts throughout broader divisional marketing team in pursuit of effective outcomes
* Solid experience in digital marketing, with working knowledge of martech within B2B environments, lead generation, and analytics in order to partner with subject matter experts
* Ability to work at varying speeds and under timeframe pressure, while maintaining extremely high standards
* Bachelor's Degree (BA/BS)
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers .
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https:// *************************************************************
The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Salary Range
The expected base salary for this Chicago, Illinois, United States-based position is $110000-$230000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
Auto-ApplyClient Specialist, Commercial Real Estate Banking, Commercial Term Lending
Chicago, IL job
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
Enthusiastic and self-motivated.
Superior written and oral communication.
Superior customer service skills.
Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
College graduate preferred.
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
Superior interpersonal communication skills, as well as strong attention to detail and time management.
Auto-Apply2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
Chicago, IL job
JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Atlanta, GA
Chicago, IL
Houston, TX
Los Angeles, CA
New York, NY
San Francisco, CA
You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Global Corporate Banking Track (GCB)
Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in:
* Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management
* Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice.
* Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries.
* Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation.
The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry.
Recommended Course and/or Projects:
* Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health
* Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy.
* Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyPart Time Associate Banker Chicago Elgin and Kane County (30 Hours)
Elgin, IL job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
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
**Base Pay/Salary**
Elgin,IL $22.50 - $27.60 / hour
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Chicago, IL job
Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
Prepare and present financing feasibility and debt capacity studies.
Review legal documents on existing ESOP deals to ensure compliance.
Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
Bachelor's degree.
Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
Strong business development acumen and strategic vision to identify marketplace opportunities.
Ability to assess credit transaction risks and knowledge of credit policies.
Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
Experience working with Client Executives and Senior Bankers.
Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
Knowledge of credit underwriting and structuring.
Auto-ApplyInvestment Banking - Mergers & Acquisitions - Associate
Chicago, IL job
As an Associate in M&A you will be a key player in our business strategy and execution. You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
**Job Responsibilities**
+ Develop content for strategic meetings with clients regarding M&A transactions
+ Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
+ Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
+ Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
+ Provide leadership, mentorship and supervision to Associates and Analysts
+ Participate in graduate recruiting
**Required qualifications, capabilities, and skills**
+ 3 years prior work experience:
+ in an investment banking front office role
+ in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence)
+ Bachelor's degree
+ Strong financial modelling skills
+ Understands transaction cycle and the steps in the process and is execution oriented
+ Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
+ Self-directed, highly motivated, and able to work independently
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**
Chicago,IL $175,000.00 - $225,000.00 / year
Client Specialist, Commercial Real Estate Banking, Commercial Term Lending
Chicago, IL job
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
**Job responsibilities**
+ Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
+ Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
+ Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
+ Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
+ Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
+ Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
+ Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
+ Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
+ Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
**Required qualifications, capabilities and skills:**
+ Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
+ Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
+ Enthusiastic and self-motivated.
+ Superior written and oral communication.
+ Superior customer service skills.
+ Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
+ Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
**Preferred qualifications, capabilities, and skills:**
+ College graduate preferred.
+ Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
+ Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
+ Superior interpersonal communication skills, as well as strong attention to detail and time management.
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**
Chicago,IL $25.49 - $34.62 / hour
Part Time Associate Banker Chicago Northshore (30 Hours)
Winnetka, IL job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
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
**Base Pay/Salary**
Winnetka,IL $22.50 - $27.60 / hour