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
$93k-114k yearly est. Auto-Apply 36d ago
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CIB Payments- Product- United States- 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Jpmorgan Chase & Co job in Columbus, OH
JobID: 210685750 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Boston,MA $78,000.00-$129,000.00; Newark,DE $64,000.00-$115,000.00; Palo Alto, CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00
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:
Payments combines our treasury services, trade, card and merchant services capabilities to help clients pay customers or employees, in different currencies, around the world. Focused on helping our clients navigate a challenging era of digital transformation and evolving customer expectations, JPMorgan Chase processes nearly $10 trillion payments daily, and is #1 in USD payments volume.
LOBs: Treasury Services, Trade & Working Capital, Kinexys, FIG Sales, Clearing, Liquidity, Digital Channels, eCommerce Sales, Commercial Card, Merchant Services, Strategy & Transformation
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.
$78k-129k yearly Auto-Apply 38d ago
Business Insurance Agent - Mid-level (Hiring Immediately)
USAA 4.7
Remote or Colorado Springs, CO job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Business Insurance Agent - Mid-level, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-members unique risk profile.
You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for members business.
On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers.
USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time).
This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position.
What you'll do:
Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.
Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions.
Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation.
Classifies members and/or non-members business and provide accurate risk management and risk mitigation solutions while leveraging knowledge of B2B sales cycles for success.
Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk.
Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues.
Utilizes advanced knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings.
Leverages advanced knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination).
Leverages advanced understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values.
Provides select account service for members and nonmembers including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems.
Facilitates initial acquisition of Affluent members, nonmembers, and business owners by gaining an understanding of the members and nonmembers risk profile by providing a concierge, white glove, single point of contact service level for members and nonmembers with complex accounts and unique needs.
May work with underwriters on complex accounts across management lines and Excess and Surplus for renewals, endorsements, and remarketing.
Facilitates multi-tiered account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma OR General Equivalency Diploma.
2 years of insurance sales and service experience to include 1 year of experience working in a High Value insurance agency, Commercial Insurance agency or broker setting.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
High Net Worth/Private Client Experience and ability to handle sensitive information.
Excellent communication and customer service skills.
What sets you apart:
4 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing)
4 or more years working experience quoting and binding directly with the insured.
Experience with Agency Management Systems and/or Salesforce.
Experience working in a Commercial Lines multiple carrier environment.
Experience writing Commercial Lines in multiple states.
Experience working in a call center environment.
Active P&C General Lines License for home state.
Compensation range: The salary range for this position is: $54,550.00 - $97,750.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.
USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$54.6k-97.8k yearly 2d ago
Service Desk Site Manager
Morgan Stanley 4.6
Columbus, OH job
We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
* Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training
* Convey vision, goals and direction for the team
* Define overall strategy and direction
* Lead decisively and empower the team
* Promote innovation and process improvement
* Responsible for overseeing recruitment processes and managing employee performance
* Anticipate change impact and implement solutions to reduce its effects
* Identify opportunities for efficiency improvement and automation
* Drive Service Desk KPI's and metrics
* Compile and provide reporting to Senior Management
What you'll bring to the role:
* Excellent written and oral communication skills required
* Experience with Microsoft Office products, Windows 10, and general office computing tools required
* 6+ years call-center management experience or equivalent required in a technical or customer service field
* Previous Service Desk experience expected
* College degree or equivalent experience required
* Excellent problem-solving skills required
* Experience with financial service firms a plus, but not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$76k-104k yearly est. Auto-Apply 60d+ ago
Life Actuary
USAA 4.7
Remote job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are seeking a qualified Life Actuary to join our diverse team. The ideal candidate will possess strong risk management skills, with a particular focus on Interest Rate Risk Management and broader financial risk experience. This role requires an individual who has acquired their ASA designation or FSA designation and has a few years of meaningful experience.
Key responsibilities will include experience in Asset-Liability Management (ALM), encompassing liquidity management, asset allocation, cashflow matching, and duration targeting. You will also be responsible for conducting asset adequacy testing to ensure the sufficiency of assets to meet future obligations. Experience in product pricing, especially for annuity products. Furthermore, an understanding of Risk-Based Capital (RBC) frameworks and methodologies is required. Proficiency with actuarial software platforms, with a strong preference for AXIS, is highly advantageous.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Performs complex work assignments using actuarial modeling software driven models for pricing, valuation, and/or risk management.
Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.
Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.
May make recommendations for model adjustments and improvements, when appropriate.
Shares knowledge with team members and serves as a resource to team on raised issues and navigates obstacles to deliver work product.
Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.
Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for partners.
Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.
Maintains accurate price level, price structure, data availability and other requirements to achieve profitability and competitive goals.
Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.
Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.
Advises management on issues and serves as a primary resource for their individual team members on raised issues.
Ensures risks associated with business activities are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries; OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries.
Experience performing complex work assignments using actuarial modeling software driven models for pricing, valuation, and/or risk management.
Experience presenting complex actuarial analysis and recommendations to technical and non-technical audiences.
What sets you apart:
Asset-Liability Management (ALM): Experience in ALM, including expertise in liquidity management, asset allocation, cashflow matching, and duration targeting.
Asset Adequacy Testing: Experience conducting asset adequacy testing to ensure the sufficiency of assets to meet future obligations.
Product Pricing: Experience in pricing financial products, with a particular emphasis on annuity products.
Risk-Based Capital (RBC): Experience with risk-based capital frameworks and methodologies.
Actuarial Software Proficiency: Familiarity with actuarial software platforms. Experience with AXIS is considered a significant advantage.
Actuarial Designations: Attainment of Society of Actuaries Associateship (ASA) or Fellowship (FSA).
Compensation range: The salary range for this position is: $127,310 - $243,340.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$127.3k-243.3k yearly Auto-Apply 23d ago
Talent Acquisition Partner (Mid-Level)
USAA 4.7
Remote job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated mid-level Talent Acquisition Partner, in a full-cycle recruiting environment, you will be responsible for the development and maintenance of relationships and partnerships with hiring leaders, candidate pools, peer partners, and third-party vendors to deliver candidates for USAA's hiring needs. Develops and recommends recruiting strategies to proactively identify candidates and assemble a diverse pipeline of talent for open positions.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the San Antonio, TX office location.
Relocation assistance is not available for this position.
What you'll do:
Identifies and builds community partnerships to generate candidates in alignment with the organization's hiring and program objectives.
Develops and implements creative sourcing strategies to proactively identify candidates and assemble pipeline of talent for open positions.
Performs full life cycle recruiting using various recruitment methods.
Partners with internal and external partners to establish community networks and relationships in support of our military, diversity and/or college hiring requirements with minimal guidance.
Follows up and follows through on all submitted candidates in a timely manner and ensures that the Applicant Tracking System (Workday) is kept up to date in real time and maintains compliance with all Federal, State and Regulatory requirements.
Using defined job descriptions, develops compelling job posting descriptions to attract talent and strives to differentiate USAA from our competitors.
Keeps candidates continually advised with high-touch communication throughout the entire hiring process.
Negotiates salary per job requisition within approved range maintaining a fiduciary responsibility to the company.
Forecasts and handles talent pool size to fulfill workforce plans and hiring objectives.
Collaborates with hiring managers and/or coworkers through the recruiting processes to maintain compliance within external and internal regulatory agencies.
Builds candidate pools to meet hiring requirements through leveraging their technical expertise to identify sourcing and networking strategies and tools.
Consults with hiring leaders and internal partners to proactively identify strategies to understand business requirements and meet hiring requirements.
Serves as a resource to team members.
Applies knowledge of relevant human resources discipline(s), specifically employment law, policy and procedures.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of progressive work experience in staffing, general human resources, and/or account relationship management, to include knowledge of applicable employment laws.
Demonstrates understanding of recruiting methods and standard methodologies.
Knowledge of applicable policies and federal, state, and local employment laws and regulations.
Demonstrates knowledge and application of effective screening and interviewing techniques.
Proficient knowledge and use of Microsoft Office products and other software to support sourcing tools and techniques.
What sets you apart:
Experience with in-house, full-cycle, corporate recruiting.
Experience recruiting using the Workday Recruiting applicant tracking system.
Experience using AI related recruiting tools.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $85,040.00 - $162,550.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$85k-162.6k yearly Auto-Apply 25d ago
Project Manager - Operations Program Support
Jpmorganchase 4.8
Jpmorganchase job in Columbus, OH
Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do.
As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success.
Job Responsibilities:
Manage fast-paced, complex, cross-functional programs or projects with significant business impact.
Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle.
Develop and manage integrated plans, providing regular progress communications to stakeholders.
Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones.
Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model.
Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines.
Required Qualifications, Capabilities, and Skills:
Bachelor's degree in a related field from an accredited learning institution.
5+ years of related Program or Project Management experience.
Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices.
Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology.
Proven ability to manage multiple efforts, resources, and address issues in a timely manner.
Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities.
Preferred Qualifications, Capabilities, and Skills:
Project Management Professional (PMP).
Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis.
Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders.
Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams.
Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.
$79k-96k yearly est. Auto-Apply 31d ago
Loan Origination Specialist IV
Jpmorgan Chase 4.8
Jpmorgan Chase job in Columbus, OH
Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution.
As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth.
**Job responsibilities**
+ Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards.
+ Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively.
+ Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction.
+ Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness.
+ Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements.
**Required qualifications, capabilities, and skills**
+ Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations.
+ Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions.
+ Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions.
+ Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust.
+ Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes.
**Preferred qualifications, capabilities, and skills**
+ Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support.
+ Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness.
+ Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight.
+ Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations.
+ Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.
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
$74k-120k yearly est. 60d+ ago
Benefits Advisor (Mid-Level) - Leaves and Programs
USAA 4.7
Remote job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a Benefits Advisor (Mid-Level), specializing in Leaves and Programs, you will be a key resource for our employees navigating important life events. You will manage leave programs, vendor relationships (i.e. our onsite child development center), communications, and annual enrollment fairs, ensuring a smooth and supportive experience for USAA employees.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the San Antonio, TX office location.
Relocation assistance is not available for this position.
What you'll do:
Leave programs subject matter expert.
Vendor and program relationship manager.
Onsite services support to include managing onsite child development center relationship.
Back-up care program management.
Leads communication efforts across the benefits team, builds relationship with Association communications subject matter experts.
Manage the MyTotalRewards portal.
Event planning, coordinates all Annual Enrollment Fairs across all campuses.
Provide expert mentorship in the design, development, and administration of employee benefit plans.
Support the daily operations of benefit programs, ensuring they meet all legal and contractual requirements.
Analyze trends and data to identify and solve benefit-related issues, finding the best solutions for the organization and employees.
Help resolve sophisticated issues related to employee benefit programs.
Ensure that benefit programs and vendors align with the company's overall Total Rewards philosophy.
Assess vendor performance and ensure contracts deliver excellent service to employees.
Collaborate with partners to improve and refine employee benefit program goals.
Evaluate how well benefit programs are working and the impact of changes made.
Ensure benefit programs follow all applicable laws and regulations, staying ahead of changes that may affect offerings.
Research and analyze program changes to maintain compliance with federal regulations.
Participate in benefit-related projects and initiatives, working on cross-functional teams.
Coordinate with collaborators to create and implement systems and processes that support benefit projects.
Help implement communication strategies for benefit plans, including updates on open enrollment, pricing, and plan details.
Analyze costs and identify ways to minimize expenses and improve efficiency, while also assessing the financial impact of programs.
Identify, assess, and handle risks associated with benefit programs, following all risk and compliance policies.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of experience in employee and retiree benefit plans, programs and services, to include health & welfare (self & fully insured programs), retirement benefits, experience in benefits supplier management, plan design, requirements development, program implementation, strategic communications, regulatory compliance, day-to-day administration and operations.
Experience leading and/or running projects/programs.
Solid understanding of data analysis tools and techniques.
Understanding of outsourced benefits administration and how to provide oversight of outsourced functions and programs.
Experience with documenting processes and identifying required controls; to include recommending and implementing solutions and responding effectively to critical inquires and complaints.
Working knowledge of defined benefit and defined contribution plans, deferred compensation and Health and Welfare plans.
Proficient knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint.
Knowledge of federal laws, rules, and regulations to include: ERISA, COBRA, HIPAA, ACA, FMLA.
What sets you apart:
Experience leading and/or implementing Benefits communication strategies.
Strong vendor management experience (assessing SLOs, issue management).
Experience with corporate Military Leave programs.
Ability to work autonomously as well as with direction.
Expert verbal and written communication skills.
Compensation range: The salary range for this position is: $77,120.00 - $147,390.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$77.1k-147.4k yearly Auto-Apply 60d+ ago
Quant Analytics Associate I - Data Validation
Jpmorgan Chase & Co 4.8
Jpmorgan Chase & Co job in Columbus, OH
JobID: 210687893 JobSchedule: Full time JobShift: : We offer an exciting opportunity to make a meaningful impact on customer experience by ensuring the accuracy of account corrections. As a Quant Analytics Associate I, you will be part of a dynamic team dedicated to upholding data integrity and compliance. You will collaborate with experts across multiple business lines to deliver high-quality solutions. Your work will directly contribute to the trust our customers place in us. Join us and help shape the future of Consumer and Community Banking.
As a Quant Analytics Associate I - Data Validation at JPMorgan Chase within the Remediation and Correction team, you will play a critical role in identifying, classifying, and correcting customer impacts caused by business process or operational breaks. You will work closely with Business Analysts, Correction Analysts, and Testing Analysts to ensure accurate account corrections. Your responsibilities will include validating data, reviewing code, and ensuring compliance with regulatory guidelines. This role requires strong analytical and communication skills, and adherence to personal account dealing policies is required for the position. You will be part of a collaborative environment focused on delivering high-quality results.
Job Responsibilities
* Develop and create code by reviewing business requirements across multiple Lines of Business in CCB.
* Validate data and data sources to ensure accuracy in account corrections.
* Write independent queries and run checks to validate population and output files.
* Trace and effectively communicate coding defects to relevant stakeholders.
* Document data validation plans and findings/defects.
* Ensure correct formatting and logic of all output files.
* Collaborate with team members to resolve complex data issues.
* Adhere to regulatory guidelines and best practice standards.
* Support process improvements and quality initiatives.
* Communicate findings and recommendations clearly.
* Manage multiple tasks and priorities in a fast-paced environment
Required Qualifications, Capabilities, and Skills
* Minimum of 3 years experience in Data Validation role, with expertise in SQL/SAS code analysis and query writing.
* Ability to understand and analyze complex queries under tight deadlines.
* Experience running multiple UNIX scripts simultaneously.
* Thorough knowledge of database partitioning systems and their functions.
* Advanced querying skills in SAS, SQL, and Snowflake environments.
* Strong analytical and problem-solving skills.
* Ability to validate data and data sources effectively.
* Excellent communication skills (written and verbal).
* Detail-oriented with a focus on quality.
* Team player with the ability to work independently.
* Bachelor's Degree or equivalent experience.
Preferred Qualifications, Capabilities, and Skills
* Experience in Auto or Wealth Management environments
* Familiarity with finance charges and fee structures.
* Knowledge of regulatory requirements in banking.
* Experience with large-scale data correction projects.
* Ability to document and present findings to senior management.
* Proficiency in additional programming languages or Object-Oriented programing (e.g., Python, R).
* Strong organizational and time management skills.
The position requires the employee to be on-site, working full-time in the office five days a week in Columbus, Ohio or Wilmington, Delaware.
This role is not eligible for visa sponsorship
$89k-117k yearly est. Auto-Apply 3d ago
City Experience Manager, San Francisco - Velocity Black (Remote)
Capital One 4.7
Remote or Richmond, VA job
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives.
From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
What You'll do:
You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
Growing the community of high performance, HNW members in San Francisco
Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
Owning the Content & Engagement strategy for your city's member cohort.
Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
Basic Qualifications:
High School Diploma, GED, or Equivalent Certification
At least 5 years experience in the hospitality industry in San Francisco, CA
Preferred Qualifications:
Strong relationship building skills, customer focus and ability to collaborate
Strong interest and knowledge of the hospitality market and industry
Ability to work quickly and efficiently under pressure
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $115,200 - $131,500 for Manager, Concierge Specialist
Richmond, VA: $115,200 - $131,500 for Manager, Concierge Specialist
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$115.2k-131.5k yearly Auto-Apply 60d+ ago
Quant Analytics Associate Senior - Business Banking Marketing Analytics
Jpmorganchase 4.8
Jpmorganchase job in Columbus, OH
Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact.
As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence.
The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution.
Job responsibilities
Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance
Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels
Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights
Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions
Conduct market and competitor research to inform digital marketing strategies
Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations
Write and optimize SQL queries and stored procedures for data extraction and analysis
Develop and maintain interactive dashboards and reports using data visualization tools
Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities
Mentor and coach team members, support talent onboarding and development
Foster a culture of high performance and innovation
Required qualifications, capabilities, and skills
Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics)
Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization
Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx
Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis
Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources
Solid understanding of IT processes, databases, and controls reporting
Strong analytical, problem-solving, and communication skills
Proficiency in web analytics platforms and SEO/SEM tools
Flexibility and adaptability to listen, defend, or change direction based on consensus
Superior judgment to mitigate risk and anticipate trends
Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines
Proven ability to collaborate effectively with stakeholders and cross-functional teams
Preferred qualifications, capabilities, and skills
Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms
Proven ability to solve business problems using scientific analytics and translate data insights into strategies
Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies
Experience with A/B testing platforms and tag management systems
Experience conducting market and competitor research to inform digital marketing strategies
Ability to communicate compelling stories from data, highlighting customer behaviors and trends
Lifelong learner with a growth mindset, actively sharing knowledge with the team
Excellent communication skills, able to collaborate with senior leaders to support decision-making
$19k-40k yearly est. Auto-Apply 24d ago
Lead Account Executive - Global Operations (Remote-Eligible)
Capital One 4.7
Remote or Chicago, IL job
The Lead Account Executive provides essential operational support for business partners. This includes project managing partner and product onboarding, as well as training partners on our proprietary tools and systems. The individual in this role will lead operational projects focused on implementing new products, releases, and solutions, while also resolving escalated customer issues. Furthermore, the role is responsible for managing operational relationships with complex and large partners, actively managing risk, and escalating any customer-impacting issues to management within day-to-day responsibilities.
Responsibilities:
Providing dedicated operational support to various stakeholders, including acquirers, network partners, issuers and processors
Conducting research on complex situations and troubleshooting issues related to end-to-end transaction processing, acceptance complaints and issuer launches
Supporting business development through the onboarding of new franchises, issuers, acquirers, processors, and software vendors, as well as assisting with contract negotiation and due diligence
Managing compliance with operating rules and regulations, coordinating certification and supporting participants through the semi-annual release process
Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and settlement applications, internal systems and tools
Managing strategically important partners and driving continuous improvement by seeking holistic solutions for client-impacting issues
Client Engagement: This is a client-facing role requiring approximately 10% travel
Basic Qualifications:
High School Diploma, GED or equivalent certification
At least 6 years of payments industry experience within financial services
Preferred Qualifications
Bachelor's Degree in Business, Finance, Information Technology, Engineering
8+ years of payments industry experience within financial services
Experience influencing key stakeholders, executive level clients or internal business partners
Capital One is open to hiring a Remote Employee for this opportunity.
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $106,700 - $121,700 for Lead Account Executive
Riverwoods, IL: $106,700 - $121,700 for Lead Account Executive
Chicago, IL: $106,700 - $121,700 for Lead Account Executive
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$106.7k-121.7k yearly Auto-Apply 23d ago
Project Manager in Data and Analytics Team (Operational Activities for Strategic Projects and Initiatives)
Keybank 4.4
Brooklyn, OH job
The Project Manager leads small/mid-size projects or phases of a larger project, which usually impact a Line of Business (LOB) and/or functional areas. They take projects from planning through final implementation using standard project management and change management and risk management methodologies and concepts. The role is responsible for setting expectations for project stakeholders through planning activities and maintains transparency via communication & reporting channels. The Project Manager establishes and maintains a collaborative trusted advisor relationship.
This specific role will streamline and execute key operational activities for employee engagement, event planning and logistics, onboarding coordination, internal website design and maintenance, in-person meeting assistance, and organizational email box orchestration.
Essential Functions
Works with business leader to define scope; manages project scope, scope changes, objectives, requirements, deliverables, and value proposition that support the diverse business goals and interests of multiple stakeholders.
Develops integrated project plan; identifies and manages project dependencies and critical paths; and tracks/reports project checkpoints as well as status while adhering to project policy standards; ensures potential impacts to external client experience are addressed in project solution/plan.
Understands various project delivery methodologies such as waterfall, agile, etc. Feels comfortable coordinating with all types of projects.
Leads communication planning, execution and reporting with project team members; liaises with key stakeholders.
Develop change management planning, design and implementation including communication and training.
Identifies, tracks, escalates and resolves issue conflicts; performs impact analysis and prioritization; manages dependencies and track/monitors; and escalates risk with corrective/mitigating actions.
Supports business case development; performs project initiation activities; and administers project checkpoints to drive delivery and mitigate/resolve bottlenecks.
Responsible for gathering estimates from resources needed to achieve project goals; tracks utilization; determines and assesses need for additional staff and/or vendors; may support on/off-boarding; and monitors/manages performance for vendor labor resources.
Responsible for project budget and financials continuously throughout project. Able to facilitate and execute budgetary requests independently, while adhering to project and company standards.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
Bachelor's Degree (preferred)
OR equivalent experience (required)
Work Experience
Minimum 3 years of relevant experience (required)
Skills
Experience with effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
Working Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.
Working Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Working Knowledge of techniques to successfully effect change in an organization and ability to manage the successful and smooth transition from current to desired culture, practices, structure, and overall organizational environment.
Extensive Experience with effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Working Knowledge of effective team building techniques; ability to form and manage effective teams.
Working Knowledge of leadership practices and processes; ability to use strategies and skills to enlist others in setting, embracing and achieving objectives while having a long-term perspective of the future state of things and how to get there.
Working Knowledge of project planning; ability to utilize a variety of specific tools and techniques for planning, estimating, resourcing and scheduling IT projects.
Working Knowledge of project control and reporting; ability to monitor the vital signs of an IT project while managing its progress and delivery schedule.
Working Knowledge of major tasks, deliverables, and formal application delivery methodologies; ability to utilize these in order to deliver new or enhanced applications.
Working Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Work Location Category
Hybrid (2+ days)
Minimum of two days a week in office however there may be additional days needed based on business needs and onsite events.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 12/23/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$68k-103k yearly Auto-Apply 17d ago
Chase Auto Commercial Banker - Virginia
Jpmorgan Chase 4.8
Jpmorgan Chase job in Ashburn, VA or remote
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients.
**Job responsibilities**
+ Execute the strategies and the business priorities of the Region to grow the business and support current initiatives.
+ Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business.
+ Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals.
+ Manage the profitability and performance of assigned portfolio.
+ Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients.
+ Analyze and document the effectiveness of sales performance and results as related to KPMs.
+ Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed.
+ Adhere to the firm's Code of Conduct and controls/compliance.
**Required qualifications, capabilities and skills**
+ Bachelor's degree
+ 10+ years of experience in commercial banking or business banking.
+ Strong knowledge and understanding of Deposits and Treasury products and solutions.
+ Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing.
+ Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners.
+ Knowledge of accounting principles and financial statement analysis
+ Strategic thinker who supports the goals and direction of the firm
+ Ability to partner across lines of businesses and leverage internal resources.
+ Strong knowledge of regulatory and control framework
**Preferred qualifications, capabilities and skills**
+ MBA
+ Knowledge of consumer lending
+ Formal credit training
+ Automotive industry
**THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.**
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
$54k-85k yearly est. 53d ago
Marketing Campaign Workflow, Product Director - Executive Director
Jpmorganchase 4.8
Jpmorganchase job in Columbus, OH
Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence. As a Product Director in the Marketing Automation Platforms Workflow team, you lead innovation through the development of products and features that delight customers. As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.
Job responsibilities
Oversees the product roadmap, vision, development, execution, risk management, and business growth targets
Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth
Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives
Owns product performance and is accountable for investing in enhancements to achieve business objectives
Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation
Leads, hires, grows, and runs a tight-knit Product team with strong team dynamics and know-how to leverage strengths across the team while providing mentorship, guidance, and driving overall engagement for each team member's performance
Engages with cross-functional partners across the organization to lead, align, and maintain productive partnerships throughout the lifecycle
Is a lead voice in senior leadership forums to provide clear updates, drive strategic decisions and alignment, and champion the village of work being done
Drives meaningful and tangible strategic discussions as we build out a phase roadmap and sequenced approach that accounts for business and technical complexities
Partners with technology to build out needed scrum teams, build deep engagement, and then deliver high quality product
Keeps an eye out for target state as we build iteratively and juggle several moving pieces across many different organizations; proactively sense for future opportunities for the product and capabilities needed for evolution of the offers space
Required qualifications, capabilities, and skills
8+ years of experience or equivalent expertise delivering products, projects, or technology applications
Extensive knowledge of the product development life cycle, technical design, and data analytics
Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
Experience driving change within organizations and managing stakeholders across multiple functions
Strong tangible experience working heavily with a wide range of cross-functional partners on a daily basis and leveraging those relationships for excellent work product
Extensive knowledge and skill leading engagements with risk and controls teams
Expertise and comfort building out and owning a roadmap, backlog, and full end-to-end execution - overall comfort and adherence to Agility principles
Passionate and vocal, balanced with a willingness to learn and collaborate and work across all levels and backgrounds
Ability to influence stakeholders with diverse points of view and maintain grounded and productive discussions, including senior leadership level audience
Structured thinker, effective communicator, concise and impactful with excellent written and oral communication skills;
Demonstrated ability to manage tight delivery timelines and calmness under intense pressure;
Preferred qualifications, capabilities, and skills
Recognized thought leader within a related field
Martech experience
Experience with Camunda BPMN; Pega; Adobe Workfront; AI
Expertise with the Atlassian suite
Experience with executive communications
$109k-141k yearly est. Auto-Apply 60d+ ago
Transactions Specialist III / 2nd shift
Jpmorgan Chase & Co 4.8
Jpmorgan Chase & Co job in Ohio
JobID: 210690447 JobSchedule: Full time JobShift: Evening : Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues.
Job responsibilities
* Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence
* Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints
* Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures
* Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development
* Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact
Required qualifications, capabilities, and skills
* Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions
* Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints
* Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management
* Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment
* Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures
* High school diploma or GED required
Preferred qualifications, skills, and capabilities
* Familiarity or developing knowledge of automation and process optimization tools or technologies.
Schedule: Tuesday - Saturday, 1: 30 pm EST to 10:00 pm EST
Shift differential: 10%
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
$59k-84k yearly est. Auto-Apply 17d ago
Summer 2026 Commercial Bank Internship - Cleveland
Keybank 4.4
Cleveland, OH job
If you are interested in more than one KeyBank Internship opportunity, please consider applying for your top 3 internship roles within 12 months to ensure you are not duplicating efforts and obtaining the best candidate experience.
The Commercial Bank internship will provide an experience to understand the Commercial Banking landscape and how the various line of business functions collaborate to provide clients/prospects with the insights and solutions they need to operate their business more effectively.
Program Duration: MAY 27, 2026 - AUGUST 7, 2026
What does our Internship Program offer?
Key's Enterprise Internship is a 10.5-week program that provides meaningful work that matters, offers feedback and coaching, and creates engaging events and conversations that will spark excitement and interest in bringing one's full-time career to Key.
Interns are involved in a host of line of business specific projects that directly impact and benefit Key's business and strategic pillars. The program includes networking with Key teammates across all levels of the organization, a series of Learning Labs where internal and external speakers provide insight on Key's competitive landscape, financial wellness, and professional development best practices, and an assigned mentor who shares knowledge, experience, and advice.
Commercial Banking
Commercial at Key offers a comprehensive suite of financial solutions tailored to support the growth, liquidity, and risk management needs of middle market and institutional clients. What differentiates us from competitors is our ability to seamlessly deliver comprehensive industry expertise, unique insight and capital markets solutions. This includes services such as lending, commercial payments (treasury), and advisory support. As a core component of Key's strategic priorities, the Commercial Bank plays a vital role in driving client success and contributing to the company's overall performance.
About the Internship
As an intern, you will gain valuable experience by contributing to a variety of projects and collaborating closely with seasoned professionals within our Payments and Internal Operations functions. Opportunities where you may be assigned include Business Development (Sales), Product, Commercial Bank Risk, or Commercial Bank Operations. You will receive exposure to various segments within the Commercial Bank, as well.
Job Responsibilities
Learns and understands how KeyBank and the Commercial Bank operate, including our mission, products, and the clients we serve
Works alongside industry professionals, conducting analysis of financial reporting and identifying business opportunities
Receives the training, mentorship, and engagement with senior leaders needed to learn the industry
Collaborates with sales and product teams to deliver value to our clients through a variety of day-to-day and project work
Conducts research and analysis as part of a capstone project that will be presented to executive leadership at the culmination of the internship
Builds relationships to learn about the various departments within KeyBank and the role that each play in overall organization
Qualifications
Must have completed at least two years toward a four-year, undergraduate degree program with coursework in Finance, Economics, Accounting, Data Sciences, Business Analytics, Information Systems, Mathematics with an anticipated graduation in or before May of 2027
Outstanding academic achievement (minimum undergraduate 3.3 GPA)
Demonstrated leadership and teamwork from past work experience and/or extracurricular activities
Strong analytical, problem solving, and critical thinking skills
Highly motivated with a strong work ethic
Outstanding interpersonal, communication and presentation skills
Proficiency in Excel and PowerPoint
Professional conduct
Compensation and Benefits
This position is eligible to earn an hourly rate of $23 per hour. Compensation also includes a $2,000 Summer Internship Sign-on Bonus.
KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.00 - $22.60 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
Please note: While a base pay range is referenced above, this position is compensated at a fixed rate of $23 hourly and is eligible to receive a $2,000 sign-on bonus.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/09/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$18-22.6 hourly Auto-Apply 60d+ ago
CAM Manager I - Loss Mitigation
M&T Bank 4.7
Remote job
Responsible for directing the day-to-day activities for a unit. Manages approximately 10 FTEs (or with fewer employees but covering diverse disciplines and/or complex functions).
Primary Responsibilities:
Oversee the daily activities of a unit of employees to meet the objectives of the assigned department.
Direct staff in the appropriate techniques of customer service, collections or account servicing, as applicable.
Resolve disputed transactions in a timely and cost-effective manner. Negotiate effectively on customer calls.
Compile month-end data for distribution to and decision-making by management.
Serve as integral member of portfolio acquisition team, directing onboarding of acquired loans.
Evaluate unit processes, procedures and policies routinely in an effort to increase operational efficiency of units managed.
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
Scope of Responsibilities:
Manages workflow of medium complexity and risk exposure and acts largely independently.
External contacts include customers, vendors and outside agencies.
Has charge off authority within established authority levels.
Supervisory/ Managerial Responsibilities:
Manages a team of professionals (includes people, budget and planning).
Education and Experience Required:
A combined total of 6 years of higher education and relevant work experience in a call center or bank operations environment, inclusive of 1 years' work leadership or supervisory experience.
Excellent customer service skills with the ability to use tact and diplomacy.
Strong knowledge of relevant spreadsheet, word processing, and presentation software.
Education and Experience Preferred:
Bachelor's degree.
Excellent oral and written communication skills.
Strong knowledge of departmental systems, documents and procedures.
#LI-111
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
$62.2k-103.6k yearly Auto-Apply 10d ago
J.P. Morgan Wealth Management - Field Performance & Incentives Specialist
Jpmorganchase 4.8
Jpmorganchase job in Ohio
At J.P. Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time. Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients.
As a Specialist on the Field Performance & Incentives team, you will provide day-to-day support for advisor research requests, demonstrating meticulous attention to detail and a service-oriented mindset. You will collaborate with cross-functional partners and leverage your communication skills to resolve inquiries efficiently and accurately, contributing to the overall success of J.P. Morgan Wealth Management.
Job Responsibilities
Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism.
Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders.
Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls.
Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support.
Identify process improvement opportunities and contribute to the development of best practices for inquiry management.
Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency.
Required Qualifications, Capabilities, and Skills
Bachelor's Degree in Finance, Business, Economics, or a related field.
3+ years of experience in financial services, client support, operations, or a related function.
Exceptional attention to detail and commitment to delivering high-quality work.
Strong written and verbal communication skills; ability to explain complex information clearly and professionally.
Service-oriented mindset with a passion for helping others and resolving issues.
Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment.
Collaborative team player with strong interpersonal skills and discretion handling confidential information.
Preferred Qualifications, Capabilities, and Skills
Experience supporting financial advisors or working in a wealth management environment.
Familiarity with incentive programs, credited revenue, or net new money processes.
Proficiency in Excel and experience with inquiry tracking or case management systems.
Employer Description
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 products. Our mission is to build lifelong relationships and put our customers at the center of everything we do. We offer a competitive rewards package-including base salary, discretionary incentives, and a range of benefits such as comprehensive health care, retirement savings, backup childcare, tuition reimbursement, and mental health support.
Organization Description
Consumer & Community Banking serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and provide the most-used digital solutions, all while ranking first in customer satisfaction.
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JPMorgan Chase & Co. may also be known as or be related to JPMorgan Chase, JPMorgan Chase & Co, JPMorgan Chase & Co., JPMorgan Chase Foundation, Jpmorgan Chase & Co., Jpmorgan & Chase Co., jp morgan chase, jpmorgan and Chase Bank.