U.S. Private Bank - Private Banker - Managing Director
Jpmorgan Chase & Co 4.8
Dallas, TX job
Job Information
Job Identification 210700344
Business Unit Asset & Wealth Management
Posting Date 01/09/2026, 08:59 PM
Job Schedule Full time
Job Shift Day
Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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$147k-243k yearly est. 1d ago
Wealth Strategy & Private Banking Advisor
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment.
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$54k-88k yearly est. 1d ago
Associate - Modeling Analytics
Jpmorgan Chase & Co 4.8
Plano, TX job
JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job responsibilities
* Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
* Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
* Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
* Create and present forecasts to senior management with a clear storyline and data support
* Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
* Be a self-motivated individual with the ability to work on multiple projects with limited guidance
* Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
* Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
* Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
* Minimum 3 years of related analytical experience.
* Strong knowledge of Python, SAS, SQL, and MS Office required.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
* Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
* Advanced degree is preferred.
* Strong P&L knowledge and understanding of drivers of profitability.
* Knowledge of CCAR (Stress Testing) and CECL process
$97k-119k yearly est. Auto-Apply 51d ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Dallas, TX job
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
At Goldman Sachs, the Global Banking & Markets (GBM) Division's core value is building strong relationships with its institutional clients, which include corporations, financial service providers, and fund managers. The Division helps clients buy and sell financial products on exchanges around the world, raise funding, and manage risk. We are seeking an experienced Analyst or Associate to join the Conduct Risk Management team in Dallas.
The Conduct Risk Management team is a 1st line of defense team responsible for a new suite of analytical and investigation capabilities aimed at early detection and escalation of potential unauthorized trading, by inspecting control exceptions and anomalous activity patterns across the trade lifecycle. Additionally, the team performs analysis, monitoring, and reporting of key Market Conduct and Employee Conduct controls to ensure compliance with various regulatory and supervisory requirements. The team leads initiatives in close partnership with multiple business unit teams across the Global Markets Division (GMD) to implement high quality BI solutions and Data Analytics to meet these business goals
The ideal candidate will have trade lifecycle experience, experience working across a diverse group of stakeholders, driving process improvements, and managing projects. The candidate should also have the aptitude to leverage data and technology to drive change, and demonstrate excellent communication, presentation, organizational, and interpersonal skills.
Primary Responsibilities
* Collaborate with various subject matter experts and data engineers to generate and present concise business insights and control solutions to help make data driven decisions.
* Gain a comprehensive understanding of the trade lifecycle, including pre trade, point of trade, and post trade to enrich your ability to analyze data for investigation.
* Leverage your innovative, problem solving, and data analytical skills to connect data across GBM, creating best in class analytical capabilities.
* Work closely with and support senior divisional leadership to centralize and streamline select risk and controls processes for the GBM Division
* Continuous enhancements to trade based pattern analysis to improve supervisory controls and transparency; building or enhancing a set of complex controls solutions with GBM, Operations, Engineering, and federation stakeholders.
* Understand strategic plans, commercial drivers, process and technical architecture to influence, design and develop solutions that align with business objectives
* Develop management reporting, reporting dashboards, and strategic tools to provide transparency on operational risks and management metrics
Qualifications
* Bachelor's degree; major in Economics, Finance, Accounting, or STEM fields preferred but not required
* 1-5 years' experience in Trading support (Operations, Controllers, Market Risk)
* Project management and process implementation / improvement experience
* Advanced data analytics
* Excellent written and verbal communication skills
* Strong attention to detail
Preferred Qualifications
* Experience using BI tools to transform large data sets and create business reports
* Ability to identify and articulate complex issues to a diverse group of stakeholders, propose solutions and escalate appropriately
* Commercial focus, team player, problem solver, committed to take initiative and action to pursue goals and complete tasks
* Capital Markets knowledge
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.
$79k-107k yearly est. Auto-Apply 58d ago
CIB Marketing Analytics
Jpmorgan Chase & Co 4.8
Plano, TX job
JobID: 210679310 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Are you passionate about transforming data into actionable insights that drive business growth? Join our dynamic team in CIB Marketing Analytics, where you'll be the digital marketing analytics expert supporting Payments, Global Banking, and Markets and Securities Services GTM activations and marketing initiatives.
Job Responsibilities:
* Dive deep into web analytics and user journey analysis on jpmorgan.com to understand customer behavior and optimize conversion paths.
* Map user journeys, analyze engagement metrics (bounce rate, time on site, scroll depth), and pinpoint opportunities for site and campaign improvement.
* Manage Adobe Analytics data pipelines to Databricks and utilize platforms like ContentSquare and 6sense for rich visitor-level insights.
* Build and maintain ThoughtSpot dashboards for executive stakeholders, and create custom metrics, segments, and dimensions in Adobe Analytics.
* Lead Claravine implementation to standardize campaign tracking across all business lines.
* Conduct thorough QA for new pages and campaigns, validating tracking codes, data layer implementations, and CTA naming conventions before launch.
* Analyze paid media performance across social, programmatic, search, and display channels.
* Deliver executive-ready reports, dashboards, and strategic recommendations to guide future marketing investments.
* Partner with web development teams across Global Banking, Markets and Securities Services, and Payments to define analytics requirements.
* Work cross-functionally with social media, paid media, content, and email marketing teams to deliver quarterly insights and recommendations to senior leadership.
Required qualifications, capabilities and skills-
* 3-5 years' experience with Adobe Analytics (workspace analysis, segments, calculated metrics, API integrations), SQL for data extraction and analysis, and dashboard creation using Tableau or similar visualization tools.
* Familiarity with marketing analytics platforms such as ContentSquare and ThoughtSpot, web debugging tools, and data engineering concepts (ETL, data quality management).
* Demonstrated ability to analyze digital marketing campaigns across paid social, programmatic, search, display, and email channels.
* Skilled in user journey mapping, conversion optimization, and website A/B testing.
* Proficient with key marketing metrics (CTR, CPL, CPC, CPM, ROAS, engagement, bounce rate, time on site) and marketing technology stacks (tag management, attribution tools, CDPs).
* Expert at translating complex data into clear, actionable insights for executive audiences.
* Strong presentation and reporting skills, with the ability to manage multiple projects simultaneously.
* Self-motivated, collaborative, growth-oriented, detail-focused, adaptable, and an excellent communicator.
* Experience with Content Square, Claravine, Python, cookie consent/privacy regulations (GDPR, CCPA), Databricks or Spark, and marketing automation platforms such as Marketo or Salesforce Marketing Cloud.
Preferred qualifications, capabilities and skills:
* Experience in financial services or B2B marketing is preferred.
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Our people are our greatest asset - we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. We take pride in supporting each colleague both professionally and personally. From collaborative workspaces and ergonomic services to wellbeing and resilience offerings, we offer our people the flexibility and support they need to reach their goals in and outside the office
INTERNAL AUDIT
In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the reliability of financial reports, monitoring the firm's compliance with laws and regulations, and advising management on developing smart control solutions. Our group has unique insight on the financial industry and its products and operations. We're looking for detail-oriented team players who have an interest in financial markets and want to gain insight into the firm's operations and control processes.
WHAT WE LOOK FOR
Goldman Sachs Internal Auditors demonstrate strong risk and control mindsets, analytical, exercise professional skepticism and are able to challenge and discuss effectively with management on risks and control measures. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical techniques to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment.
YOUR IMPACT
As the third line of defense, Internal Audit's mission is to independently assess the firm's internal control structure, including the firm's governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management's control measures. In doing so, internal Audit:
• Communicates and reports on the effectiveness of the firm's governance, risk management and controls that mitigate current and evolving risk
• Raise awareness of control risk
• Assesses the firm's control culture and conduct risks
• Monitors management's implementation of control measures
Goldman Sachs Internal Audit comprises individuals from diverse backgrounds including chartered accountants, developers, risk management professionals, cybersecurity professionals, and data scientists. We are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.
RESPONSIBILITIES
Develop and maintain an in-depth understanding of consumer banking business areas, its products, and supporting functions
Assist in every step of an audit including scoping, planning, fieldwork and reporting
Execute audit testing and supervise junior team members to ensure audit fieldwork is focused on the right areas and documentation meets high quality standards
Identify risks, assess mitigating controls, and make recommendations on improving the control environment
Prepare commercially effective audit conclusions and findings, and present to IA senior management and business clients
Follow-up on open audit issues and their resolution
Assist in the audit team's continuous monitoring effort to cover market and regulatory events, business and technology updates and audit/reviews completed
Participate in department-wide initiatives aimed at continually improving IA's processes and supporting infrastructure
SKILLS AND RELEVANT EXPERIENCE
Team-oriented with a strong sense of ownership and accountability
Strong leadership, interpersonal, and relationship management skills
Strong verbal and written communication skills
Highly motivated with the ability to multi-task and remain organized in a fast-paced environment
Solid analytical skills
3+ years of experience in a public accounting, internal audit, or a related control function in retail banking or consumer lending product (e.g., open-end and closed-end credit) environment
4-year degree in a finance, accounting, or quantitative discipline, and ideally a graduate degree in a related subject
Relevant certification or industry accreditation (e.g., CPA, CFA, CIA, CAMS, FRM) is a plus
Experience with Data Analytics is a plus
In-depth technical knowledge of relevant product areas (e.g. consumer banking products and consumer compliance)
Experience in managing integrated business and technology audit engagements and/or projects
$60k-94k yearly est. Auto-Apply 14d ago
Compliance, FCC- Data Systems & Innovation, Associate, Richardson TX
Payments Business Transformation- Analytics Solutions Manager- Vice President
Jpmorgan Chase 4.8
Plano, TX job
Use your strategic skills to provide analytical solutions to the team. As an Analytics Solutions Manager on the Payments I&M - Instrumentation and Metrics Analytics team within Payments Transformation, you will analyze and exhibit domain expertise in data modeling, report development, data integration/transformation, and Business Intelligence industry best practices.
The Payments Instrumentation and Metrics team (with a focus on Merchant Services), works with top providers of payment, fraud management, and data security solutions, supporting transactions in over 130 currencies. The Payments I&M team, comprised of data scientists, design strategists, and business leaders, crafts data products that transform business operations. Be part of a team that impacts thousands of clients globally and promotes significant change within J.P. Morgan.
**Job responsibilities**
+ Solve difficult, non-routine analysis problems, applying advanced analytical methods as needed.
+ Conduct analysis that includes data gathering and requirements specification, processing, analysis, ongoing deliverables, and presentations.
+ Develop and implement data analyses, data collection systems and other strategies that optimize statistical efficiency and quality.
+ Brainstorm innovative ways to use our unique data to answer business problems.
+ Extract and understand data to form an opinion on how to best help our clients and derive relevant insights.
+ Deliver tactical and strategic product and market insights through analytics, reporting and visualization techniques.
+ Develop visualizations to make your complex analyses accessible to a broad audience.
+ Use advanced analytics to optimize customer experiences, improve revenue generation, uncover data insights, and drive other business outcomes.
+ Organize and manage multiple projects with diverse cross-functional stakeholders at once.
+ Spearhead exploration efforts of new business intelligence tools to assess their potential for future use and modeling within the Merchant Services Analytics group (i.e. ThoughtSpot).
+ Manage an extensive book of work for BAU and project work. Collaborate and build lasting intelligent solutions. Extract data from various database platforms.
**Required qualifications, capabilities and skills**
+ 7+ years of total experience within MIS, Business Intelligence, and/or Analytics roles;
+ Extensive understanding of Merchant Services products, data, and business operations.
+ Experience analyzing large data sets using programming languages such as Python, R, SQL and/or Spark
+ Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: , Tableau, Thoughtspot, Databricks, Oracle/SQL Server/Teradata, Cognos/BO, SAS/R
+ Proven experience delivering timely, high quality, analysis from diverse, complex data sources.
+ Ability to work autonomously while providing regular status updates and meeting objectives.
+ Excellent communication, presentation, problem solving, and teamwork skills.
+ Finance/Accounting environment experience
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
$109k-134k yearly est. 37d ago
Swift Infrastructure Engineer, Transaction Banking, Cloud Platform Rails
Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
Join our team as a Merchant Risk Credit Strategy Associate, where you will support project management and strategic initiatives within the Merchant Services credit risk function by coordinating key projects, driving process improvements, and collaborating with cross-functional teams to achieve business objectives. You will track progress, manage risks, and communicate outcomes to stakeholders, helping to ensure alignment with organizational goals. You will also facilitate change management and the successful adoption of new strategies and processes.
**Job Responsibilities**
+ Lead and coordinate credit risk projects, ensuring timely execution and achievement of objectives.
+ Drive strategic initiatives focused on process improvement, risk mitigation, and aligning with broader credit risk efforts.
+ Collaborate with internal partners to align project goals with business priorities and requirements.
+ Monitor project milestones, identify risks, and implement mitigation plans to ensure successful outcomes.
+ Prepare and deliver regular updates on project status, results, and strategic impact to management and stakeholders.
+ Support change management by facilitating the adoption of new credit risk processes, technologies, and strategies.
**Required Qualifications, Capabilities and Skills**
+ Bachelor's degree in Business, Finance, Accounting, or related area
+ Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications
+ Excellent organizational and project management skills; able to manage competing priorities under tight deadlines and a constantly changing environment
+ High degree of initiative, self-direction, ability to work well under pressure, and learn quickly
+ Intellectual curiosity and willingness to take on responsibilities that may fall outside your immediate area of expertise
+ Ability to collaborate across multiple stakeholder groups and regions. Appreciate the value of working in partnership with others to influence change and accomplish individual and team goals
+ Strong analytical capabilities and attention to detail; capable of synthesizing and summarizing complex data or findings to drive decision making
+ Intermediate/Advanced experience using Microsoft Office, including PowerPoint, Excel and SharePoint
**Preferred Qualifications, Capabilities and Skills**
+ Working knowledge of Credit Risk concepts
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
$66k-91k yearly est. 60d+ ago
Commercial Banker - Emerging Middle Market- Vice President
Jpmorgan Chase & Co 4.8
Plano, TX job
JobID: 210692093 JobSchedule: Full time JobShift: : If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
$58k-98k yearly est. Auto-Apply 31d ago
Transactions Specialist I
Jpmorgan Chase 4.8
Coppell, TX job
Join a team that powers our organization's print production and distribution. Make an impact by ensuring materials move smoothly and safely. Help us deliver excellence every day. As a Transactions Specialist I in Global Document Services, you will play a key role in moving, preparing, and dispatching materials that support our print and distribution operations. You will operate warehouse equipment, maintain inventory, and ensure shipments are secure and accurate. Your attention to detail and teamwork help us maintain a safe, organized, and efficient environment. This is an opportunity to grow your skills and contribute to a team that values reliability and collaboration.
**Job Responsibilities**
+ Operate pallet jacks, walk-behind, and sitting equipment to load and unload trucks.
+ Move materials safely and efficiently throughout the warehouse.
+ Use shrink wrap and banding devices to prepare pallets for shipment.
+ Perform requisition pulls and manual pulls as needed.
+ Stock the floor and staging areas.
+ Organize and maintain inventory, including conducting audits.
+ Remove recyclable materials to the compactors.
+ Maintain a clean and safe work environment.
+ Perform minor equipment maintenance as required.
+ Verify mail rejects and utilize various systems to dispatch mail.
+ Ensure compliance with safety regulations and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Detail-oriented with excellent organizational skills.
+ Good oral and written communication skills.
+ Alpha/numeric data entry and typing skills with excellent accuracy.
+ Team player with a positive attitude.
+ Able to lift up to 70 lbs.
+ Comfortable standing, bending, and carrying heavy materials for extended periods.
+ Ability to work in a fast-paced environment.
+ Willingness to cross-train within the team.
+ Ability to follow safety protocols and procedures.
**Preferred Qualifications, Capabilities, and Skills**
+ Prior experience operating warehouse equipment.
+ Experience with mail dispatch systems and handling mail rejects.
+ Previous work in print production or distribution environments.
+ Demonstrated ability to perform minor equipment maintenance.
+ Experience with inventory audits and warehouse organization.
**Work Schedule**
Monday, Thursday, Friday & Saturday 12:00 pm - 10:30 pm
**Shift Differential**
10%
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
Internal Audit - Compliance & Legal, Associate
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Our people are our greatest asset - we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. We take pride in supporting each colleague both professionally and personally. From collaborative workspaces and ergonomic services to wellbeing and resilience offerings, we offer our people the flexibility and support they need to reach their goals in and outside the office
INTERNAL AUDIT
In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the reliability of financial reports, monitoring the firm's compliance with laws and regulations, and advising management on developing smart control solutions. Our group has unique insight on the financial industry and its products and operations. We're looking for detail-oriented team players who have an interest in financial markets and want to gain insight into the firm's operations and control processes.
WHAT WE LOOK FOR
Goldman Sachs Internal Auditors demonstrate strong risk and control mindsets, analytical, exercise professional skepticism and are able to challenge and discuss effectively with management on risks and control measures. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical techniques to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment.
YOUR IMPACT
As the third line of defense, Internal Audit's mission is to independently assess the firm's internal control structure, including the firm's governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management's control measures. In doing so, internal Audit:
• Communicates and reports on the effectiveness of the firm's governance, risk management and controls that mitigate current and evolving risk
• Raise awareness of control risk
• Assesses the firm's control culture and conduct risks
• Monitors management's implementation of control measures
Goldman Sachs Internal Audit comprises individuals from diverse backgrounds including chartered accountants, developers, risk management professionals, cybersecurity professionals, and data scientists. We are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.
RESPONSIBILITIES
Compliance and Legal Technology IA team is responsible to primarily cover Compliance and Legal Engineering functions including firm-wide Surveillance Monitoring, AML and Sanctions Screening, Control Room Compliances, etc. As a CL Technology Auditor, you will be involved to provide assurance on the data quality, surveillance system logic, metrics generation, along with General technology controls for underlying applications.
You will play a vital role in the scoping and planning of the audits, deploy audit and analytical procedures and techniques to assess the design and operating effectiveness of the controls to mitigate the risks, and discuss the results with the firm's local and global management. In addition, you will also monitor and follow up with management on the resolution of the open audit findings.
SKILLS AND RELEVANT EXPERIENCE
4-8 years of experience as a technology auditor covering IT application and general controls.
Understanding of software development and system architecture
High level understanding of databases, operating systems and messaging
Proficiency in Excel and SQL
Strong written and verbal communication skills
Understanding of Financial Crime Compliance, Sanction screening, Anti Money Laundering and common financial products
Ability to review code (Java, C#, C++, Python, VBA macros etc.)
Experience with Data Analytics tools and techniques
Relevant certification or industry accreditation (e.g., CISA, CISSP, CAMS)
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: *********************************************************************
Corporate Planning & Management (CPM) Corporate Insurance & Advisory - Global Insurance Claims Manager Vice President | Dallas, Texas The Corporate Insurance & Advisory (Corporate Insurance) at Goldman Sachs is responsible for managing property, casualty, and management liability insurance needs of the Firm and its various investing businesses. Primary responsibilities include mapping operational risk to insurance solutions, administration of insurance programs, insurance diligence, advisory and claims management.
We are seeking an experienced global insurance risk manager to lead and manage our company's global claims program, The successful candidate will be responsible for overseeing all aspects of the claims process, from initial reporting to final resolution, across multiple jurisdictions and lines of business. This role requires a deep understanding of global insurance markets, strong negotiation skills, and a proven ability to develop and implement effective claims strategies that minimize financial exposure and protect the company's assets.
Key Responsibilities
Claims Management
* Oversee the end-to-end claims process for all global insurance policies, including but not limited to, property, casualty, professional liability, and specialty lines.
* Manage and direct the work of a team of claims professionals, both in-house and third-party administrators (TPAs).
* Ensure all claims are handled in a timely, efficient, and cost-effective manner, in accordance with policy terms and conditions and regulatory requirements.
* Develop and maintain strong relationships with insurers, brokers, legal counsel, and other external partners.
Strategy and Risk Mitigation:
* Develop and implement a comprehensive global claims strategy that aligns with the company's overall risk management objectives.
* Analyze claims data to identify trends, root causes, and areas for improvement.
* Provide strategic advice and guidance to leadership on claims-related matters, including potential liabilities and risk mitigation strategies.
* Collaborate with the legal and risk management teams to develop and refine internal policies and procedures related to claims handling and litigation.
Reporting and Analysis:
* Prepare and present reporting to senior management on the status of global claims, including key metrics, financial exposure, and future projections.
* Conduct in-depth analysis of claims data to support decision-making and identify opportunities for cost savings.
* Manage claims reserves and ensure they are adequate and accurately reflect the company's potential liabilities.
Training and Development:
* Provide training and support to internal stakeholders on claims-related matters, including claims reporting procedures and best practices.
* Mentor and develop team members to enhance their skills and professional growth.
Qualifications:
* Bachelor's degree in a related field (e.g., Business, Finance, Insurance). A Master's degree or professional designation (e.g., CPCU, AIC, ARM) is a plus.
* Minimum of 15+ years of experience in claims management, with at least 5+ years in global or multinational programs.
* Proven track record of successfully managing complex claims across multiple jurisdictions and lines of business.
* Deep knowledge of insurance markets, policy forms, and legal frameworks.
* Excellent negotiation, communication, and interpersonal skills.
* Strong analytical and problem-solving abilities.
* Ability to work effectively in a fast-paced, dynamic environment.
* Experience with claims management software and systems.
* Experience in real estate, commodities and/or financial institutions a plus
INTERNAL AUDIT
In Internal Audit, we ensure that Goldman Sachs maintains effective controls by assessing the reliability of financial reports, monitoring the firm's compliance with laws and regulations, and advising management on developing smart control solutions. Our group has unique insight on the financial industry and its products and operations. We're looking for detail-oriented team players who have an interest in financial markets and want to gain insight into the firm's operations and control processes.
WHAT WE LOOK FOR
Goldman Sachs Internal Auditors demonstrate strong risk and control mindsets, analytical, exercise professional skepticism and are able to challenge and discuss effectively with management on risks and control measures. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical techniques to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment.
YOUR IMPACT
As the third line of defense, Internal Audit's mission is to independently assess the firm's internal control structure, including the firm's governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management's control measures. In doing so, internal Audit:
• Communicates and reports on the effectiveness of the firm's governance, risk management and controls that mitigate current and evolving risk
• Raise awareness of control risk
• Assesses the firm's control culture and conduct risks
• Monitors management's implementation of control measures
Goldman Sachs Internal Audit comprises individuals from diverse backgrounds including chartered accountants, developers, risk management professionals, cybersecurity professionals, and data scientists. We are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.
RESPONSIBILITIES
Participation in planning and scoping reviews, meeting with the stakeholders within the area being reviewed to understand and walk through the business and technology processes and identifying the key risks and controls to be assessed
Assessment of the risk and impact of the issues identified on reviews and production of the report to management
Ad hoc work on firmwide projects around new processes or activities and investigation of incidents
Maintenance of internal stakeholder relationships and regular interaction with the business during the year to assess changes in the control environment and other matters arising in the businesses which may influence the coverage scope and audit plan
Ongoing liaison with colleagues globally and internal and external stakeholders including regulators and external audit Follow up with stakeholders on remediation of actions coming out of issues identified during audit
Assessment of the adequacy of the design and operating effectiveness of the controls to mitigate the key risks identified
SKILLS AND RELEVANT EXPERIENCE
Team oriented with a strong sense of ownership and accountability
Strong verbal and written communication skills
Solid analytical skills
Highly motivated with the ability to multi-task and remain organized in a fast-paced environment
3+ years of experience in a public accounting or internal audit role within the financial services industry or a related control function
4-year degree in a finance, accounting, or quantitative discipline, and ideally a graduate degree in a related subject
Relevant certification or industry accreditation (e.g., CPA, CFA, CIA) is a plus
Strong organizational and project management skills with the ability to multi-task and meet tight deadlines while remaining organized in a fast-paced, dynamic environment
Excellent critical thinking and problem-solving skills with the ability to learn both firm and industry standards
Auditing complex business processes within Investing and Lending, Underwriting and Financing businesses
Audit techniques, such as data analysis, control design assessments, control effectiveness testing, outcome-based testing
Relationship building skills and ability to work effectively across a global team
$65k-80k yearly est. Auto-Apply 14d ago
Global Banking & Markets Operations - Letters of Credit - Analyst , Dallas
Goldman Sachs 4.8
Goldman Sachs job in Dallas, TX
At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.
OUR IMPACT
Investment Banking Operations is a dynamic, multi-faceted business that partners with all parts of the firm to facilitate banking & financing capabilities to clients around the world. In addition, IB Operations provide essential risk management and control to preserve and enhance the firm's assets and its reputation. IB Agency is responsible for ensuring efficient and accurate transaction processing across a broad range of products. Generally, the products supported are complex instruments that require close alignment with the business. IB Agency is at the forefront of shaping and driving change in the industry with the ultimate aim of delivering greater accuracy, control and efficiency for our clients and our business. The Letters of Credit servicing team within Investment Banking Agency is responsible for the trade finance functions as Standby Letter of Credit Issuer.
YOUR IMPACT
The Letters of Credit (“LC”) servicing team is seeking a standby letters of credit professional who can effectively collaborate with multiple business desks, internal and external legal counsels, as well as applicants and beneficiaries to manage all stages of the transaction, and to mitigate risks associated with the letter of credit product offering. This position requires the ability to handle complex inquiries regarding standby letters of credit from our external clients and internal business partners. Additionally, the individual we are seeking will assist in strategic projects to enhance the product and platform.
HOW YOU WILL FULFILL YOUR POTENTIAL
Review Credit Agreements and other deal documents to assist with the structuring of our obligation as issuing bank
Prepare Letter of Credit drafts before they are shared with clients - this is for new issuance as well as for amendments.
Prepare counter-Standby Letter of Credit drafts before they are shared with correspondent Banks.
Respond to communications with Correspondent Banks.
Manage communications with the different desks during the process of reviewing Letters of Credit.
Review Reg W and Reg O Checks , OFAC checks are performed by Processor prior to LC Issuance
Suggest process improvements and work with other teams to bring in efficiency to day to day process
SKILLS & EXPERIENCE WE'RE LOOKING FOR
BASIC QUALIFICATIONS
Bachelor's degree with 1-2 years of experience in loan operations preferred
Ability to work in a fast paced environment with competing priorities
Excellent communication and client service skills
Strong organizational and analytical skills with a keen attention to detail
Proficiency using the Microsoft Office Suite in particular Excel and PowerPoint
PREFERRED QUALIFICATIONS
Experience in loan servicing or operations
Knowledge of ISP98/UCP 600
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Our people are our greatest asset - we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. We take pride in supporting each colleague both professionally and personally. From collaborative work spaces and ergonomic services to wellbeing and resilience offerings, we offer our people the flexibility and support they need to reach their goals in and outside the office.
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.