The Team You Will Join As a Regional Markets account executive, you'll play a critical role in supporting MetLife's growth. This team provides global benefits, sales, and solutions to U.S.-based employers with fewer than 5,000 employees-and with over 15,000 customers, it generates approximately $1.1 billion in annual sales and $4+ billion in revenue. Industry-wide, this $52 billion market typically grows 3-4%-but thanks to our exceptional team, MetLife consistently achieves 6-7% growth.
You'll help us maintain this momentum, working closely with advisors to small and regional businesses who want to expand their employee benefits. At the same time, you'll work collaboratively with various other departments, allowing you to explore new career possibilities and develop new strengths.
The Opportunity
* Engage with advisors within a defined territory and find solutions that improve employers' insurance offerings-providing more people with quality insurance that works for them
* Lead and assist in account management and creation
* Build lasting relationships with local consultants and brokers to grow our book of business
* Recognize occasions to upsell and offer new services to existing clients
* Collaborate with colleagues on marketing, communication, and client services initiatives, developing new skills to complement
your sales knowledge
About You:
You are a detail-oriented professional with a passion for people. You thrive on meaningful interactions with others, whether it's gaining a deeper understanding of challenges they're facing or working collaboratively to solve a problem. This affinity extends to your workplace community as well, and you strive to refine your skills while encouraging others.
Your previous sales experience has allowed you to hone your expertise, but you find yourself craving an atmosphere where you can broaden your horizons-maybe even make improvements that will impact your industry for years to come.
You're looking for MetLife. Here's what we're looking for from you:
What You Need to Succeed (Required Qualifications)
* Experience in group benefit sales and/or after-sales service-with a proven track record of success
* Valid Life & Health and Property & Casualty licenses, or the ability to obtain within six months of hire
* Stellar customer service, communication, and interpersonal skills-including public speaking, negotiating, influencing, and networking savvy
* Finely tuned listening skills, complemented by a masterful talent for solving problems
* Strategic and creative thinking skills
* Keen financial acumen and attention to detail, particularly concerning product earnings
* Motivated, independent, and adaptable working style, with the ability to thrive in fast-paced situations that require multitasking
and prioritization* Accomplished change management leader, able to operate effectively in a highly matrixed environment
* This role requires 25-50% local/market travel to engage with clients face-to-face!
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
$50k-62k yearly est. 21d ago
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Commercial Banker, Multinational Corporations, Middle Market Banking, Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Commercial Banker - Multinational Corporations - Vice PresidentJob Information
Job Identification 210598528
Job Category Relationship Manager
Business Unit Commercial & Investment Bank
Posting Date 04/14/2025, 02:22 PM
Locations 560 Mission St, San Francisco, CA, 94105, US
Job Schedule Full time
Job Description
You are customer focused, passionate about working with and supporting foreign-owned, early -stage multinational companies, enjoy building relationships and bringing in new clients. A role as a Commercial Banker is for you.
As a Commercial Banker on the Multinational Corporations (MNC), Middle Market Banking team, you will focus on business development and play a pivotal role in expanding our presence within foreign-owned, early -stage companies. A history of business development experience and a strong network in the early stage ecosystem is key for this role.
The MNC Early-Stage team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role, you will be a creative and strategic thinker to build community and brand awareness in the local market including driving the prospecting strategy, client acquisition, channel partner management, and strong collaboration with the local Bankers in your market. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
Drive top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance
Serve as mentor and coach to the banking team and lead the region's prospecting activities. This may include cross‑selling of existing clients when appropriate.
Lead the new business origination strategy for the local market in close coordination with local business banking teams
Identify early stage multinational companies with annual revenues up to $20 M and connect with their key executives (CFO, VP of Finance, etc.)
Utilize data‑driven insights to prioritize prospects and tailor customized outreach strategies
Leverage COI relationships to enhance outreach efforts and drive new client acquisition
Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce our prospects to our broad product capabilities
Required Qualifications, Capabilities and Skills
5+ years of business development, commercial banking, or other relevant sales experience
Proven track record of sourcing and navigating treasury sales opportunities, ideally in commercial banking
Ability to build community and brand awareness in a dynamic market
History of planning and executing an events and content strategy
Utilize seasoned judgment to offer comprehensive and customized solutions that best meet potential client needs
Monitor and research market/industry trends and business outcomes to present relevant and insightful solutions to potential clients
Preferred Qualifications, Capabilities and Skills
Ability to leverage your network, market knowledge to deliver a top‑notch client and partner experience
A deep understanding of JPMorgan Commercial Banking products and services
Ability to work collaboratively with our Bankers, Treasury Management Officers, and other key product partners
Capable of operating independently and possesses excellent partnership, communication, and marketing skills
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not‑for‑profit organizations.
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$146k-216k yearly est. 1d ago
Wealth Management Lending Strategy Leader
Jpmorgan Chase & Co 4.8
San Francisco, CA job
A leading global financial services firm seeks a Divisional Director of Lending in San Francisco to drive growth and profitability of lending solutions. The role includes developing sales strategies, managing the lending team, and fostering key relationships. Candidates must have over 10 years in financial services, strong leadership skills, and be licensed or willing to obtain necessary licenses. This position offers a dynamic work environment with significant responsibility.
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$131k-180k yearly est. 2d ago
Wealth at Work - Investment Counselor - Director
Citi 4.6
San Francisco, CA job
Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields.
Responsibilities
Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with established clients and with prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
10+ years of related experience
Expertise in providing investment advice and solutions.
CFA, MBA degree or other advanced degree a plus.
Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated investment trends and solutions.
US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Education
Bachelor's/University degree, Master's degree preferred
Primary Location: San Francisco, California, United States
Full time
Base Salary: $200,000.00 - $300,000.00
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
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$200k-300k yearly 5d ago
Relationship Executive - Life Sciences Banking - Executive Director
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Relationship Executive - Life Sciences Banking - Executive Director Job Information
Job Identification 210696273
Job Category Relationship Manager
Business Unit Commercial & Investment Bank
Posting Date 12/19/2025, 11:15 PM
Locations 560 Mission St, San Francisco, CA, 94105, US
Job Schedule Full time
Job Shift Day
Job Description
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you.
As a Relationship Executive on the Life Sciences Banking team, you will be responsible for growing and retaining profitable relationships within Commercial and Specialized Industries specializing in Life Sciences.
The Life Sciences Banking team is part of J.P. Morgan's Commercial Banking group in Commercial and Specialized Industries. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
Demonstrate the ability to build a brand within your market that represents Life Sciences as the “Leading Innovation Economy bank serving the best and most diverse clients”
Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
8+ years of related experience
Strong understanding of Commercial Banking products and services
Excellent sales management and business development skills
Proficiency in building and maintaining positive client relationships
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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$187k-269k yearly est. 4d ago
Lead Open Source Platform Engineer (Python/Java)
Jpmorgan Chase & Co 4.8
Palo Alto, CA job
A global financial services firm is seeking a Lead Software Engineer to advance open source governance within its engineering platform team. This role involves building tools for evaluating and integrating open source projects, developing high-quality code, and leading evaluation sessions with stakeholders. Ideal candidates will have 5+ years of experience, advanced Python and Java skills, and a strong understanding of open source practices. Join us to shape developer environments and enhance collaboration in open source contributions.
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$153k-195k yearly est. 4d ago
Technology Banking Business Manager - Executive Director
Jpmorgan Chase & Co 4.8
San Francisco, CA job
The Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. The team partners with management to drive business strategy through projects, analyses and leads ad hoc special projects as well as compliance support. Business Management needs highly-motivated creative thinkers who can leverage their analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems.
As a Technology Banking Business Manager - Executive Director within the Global Corporate Finance & Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. You will partner with management to promote business strategy through projects, analyses, and compliance support. You will be expected to respond quickly on time-sensitive deliverables and leverage your analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems. This role requires exceptional relationship management, communication and influencing skills at all levels, and a strong focus on execution.
Job responsibilities
Advise the Heads of Technology Banking in all aspects of the business; strategy, controls, people and performance
Manage the client agenda, establishing a cadence for account plans, review client coverage, relationship status, revenue opportunities, client prioritization, and Client performance metrics
Develop and oversee the business performance metrics that generate key insights and identifies new opportunities
Prioritize investment spend to grow the franchise globally
Create materials for business reviews and other executive leadership presentations to articulate strategic direction, program execution and performance tracking
Quickly build product and business knowledge to analyze datasets, derive insights and provide key recommendations to stakeholders
Identify, elevate, and mitigate business risks that could impair our ability to do business: e.g., legal, tax, regulatory, compliance
Partner with various teams on key initiatives and coordinating stakeholder updates
Support executive ad-hoc requests with a high-level of responsiveness
Communicate effectively and be adept at managing a large and complex book of work requiring constant prioritization based on business needs
Required qualifications, capabilities, and skills
12+ years in a Business Management capacity and experience with leading teams
Experience with Investment Banking products
Strong executive presence with the ability to present well to senior stakeholders
Skilled at analyzing opportunities & problems, recommending solutions, and communicating effectively & confidently (both verbal and written)
Strong organizational and task management skills; ability to balance multiple initiatives to completion under concurrent, rigorous, and regulatory deadlines in a fast-paced dynamic environment
Excellent written and oral communications skills, including the ability to synthesize “the story” for executive-level audiences and adjust messages and style based on different audiences and agendas
Excels in time management, is entrepreneurial and a self-starter, with demonstrated ability to deliver results within condensed timeframe
Ability to forge strong internal relationships across a broad range of functions
Disciplined approach to managing and improving processes and controls
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A leading financial services corporation in San Francisco is seeking a Financial Advisor to provide investment services to Ultra high Net Worth clients. The role requires 6-10 years of experience and proficiency in financial analysis and communication. You will be responsible for managing client accounts, conducting economic assessments, and developing strategies to enhance clients' portfolios. Ideal candidates will hold pertinent licenses and possess strong financial backgrounds. Competitive salary offered in the range of $70,000 to $200,000 annually.
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$70k-200k yearly 3d ago
Senior BRM - Acquisition & Growth Leader
Jpmorgan Chase & Co 4.8
San Francisco, CA job
A leading financial services firm seeks a Business Relationship Manager to develop and manage a portfolio of large business clients. The role requires a minimum of 5 years in business banking, strong business development and relationship-building skills, and proficiency in Microsoft Office. Successful candidates will provide customized banking solutions, grow client relationships, and leverage a broad business network to meet client financial needs. This position offers substantial growth opportunities and a dynamic work environment.
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$146k-192k yearly est. 2d ago
Senior Private Banker Associate for Growth & Strategy
Citigroup Inc. 4.6
San Francisco, CA job
A major financial services company is seeking an Associate Banker SAFE Act in San Francisco, CA. The role focuses on generating revenue growth and acquiring target clients, particularly in Investments. Candidates should have 6-10 years of experience, investment knowledge, and the ability to manage relationships. Responsibilities include sales strategy creation, prospecting, and client support. This full-time position offers a competitive salary range of $142,320 to $213,480 along with comprehensive employee benefits.
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A leading financial services firm is seeking a Branch Manager in San Jose, California. In this role, you will ensure exceptional customer experiences, direct branch operations, and coach your team to give outstanding service. This position requires strong leadership skills and the ability to manage competing priorities in a dynamic environment. You will also drive growth by promoting technology use and community involvement. High school diploma required; college degree preferred. Competitive compensation package offered.
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$63k-87k yearly est. 3d ago
Residential Mortgage Lending Specialist
Citigroup Inc. 4.6
San Francisco, CA job
A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k).
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$64k-108k yearly est. 3d ago
Elite Wealth Advisor for UHNW & Private Clients
CITI 4.6
San Francisco, CA job
A leading financial services firm in San Francisco is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice. The role requires 5-8 years of financial advisory experience and strong communication skills. The successful candidate will build relationships with new clients and deepen existing client relationships. This position offers competitive compensation and comprehensive benefits, including medical, dental, and 401(k) plans.
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$128k-186k yearly est. 1d ago
Strategic Wealth Management Implementation Lead
Jpmorgan Chase & Co 4.8
Cupertino, CA job
A leading financial services company is seeking a Business Development Consultant to drive innovation and support strategic initiatives within wealth management. This role requires a strong background in business development and project management with at least 7 years of experience in financial services. Responsibilities include implementing new strategies for Financial Advisors and managing cross-functional support teams. The ideal candidate must hold a Bachelor's degree and relevant licensing and demonstrate excellent communication and coaching skills.
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$116k-143k yearly est. 2d ago
Merchant Services Business Development - Vice President
Jpmorgan Chase & Co 4.8
Palo Alto, CA job
Join the Merchant Services team! As a key member of the team, you will drive the end-to-end client experience
As a Vice President within Business Development in Merchant Services, you will focus primarily on generating new business from prospective clients of JP Morgan Chase in the Technology Segment. Target clients will include Merchants, Marketplaces, and Payment Facilitators. You will work closely with an established team of Bankers and Treasury Sales teams.
Job Responsibilities:
Cultivate new business opportunities within the portfolio by aligning with the Banker and Treasury team to achieve individual sales goals
Identify and leverage buying decision makers and centers of influence in a complex target client company
Serve as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to make their business more successful
Communicate effectively both verbally and in writing with key decision-makers at a variety of levels to evaluate needs, propose solutions from our suite of merchant services products
Negotiate and execute pricing terms and legal agreements
Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions-works with internal partners to ensure successful implementation and product ramp-up
Protect the firm by following sound risk management protocols and adhering to regulatory requirements; works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
Required qualifications, skills and capabilities
8+ years of related sales and relationship management experience
Strong knowledge of the merchant services industry, products and services with a strong technical acumen
Track record of meeting and exceeding commercial targets
Excellent communication skills with individuals at all levels, internally and externally
Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
Ability to balance needs of clients with associated risks and interests of the firm
Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives
Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
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$155k-212k yearly est. 4d ago
2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
Jpmorgan Chase & Co 4.8
San Francisco, CA job
JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Atlanta, GA
Chicago, IL
Houston, TX
Los Angeles, CA
New York, NY
San Francisco, CA
You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Global Corporate Banking Track (GCB)
Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in:
* Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management
* Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice.
* Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries.
* Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation.
The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry.
Recommended Course and/or Projects:
* Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health
* Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy.
* Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$155k-236k yearly est. Auto-Apply 59d ago
Vice President Associate Banker SAFE Act
Citigroup Inc. 4.6
San Francisco, CA job
The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Responsibilities
Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
Assist the Banker with prospecting-conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
Client/prospect meetings-organize the pre‑call planning, organize post‑meeting notes, and maintain all client call records including call reports
Assist the Banker in deepening the existing client relationship through deep‑dive analysis
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
Provide day‑to‑day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
Provide complete service support to client, including solving complex client inquiries
Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
6‑10 years of experience
Knowledge of investments is required; banking and credit products desirable
Ability to manage relationships both internal and external; ability to multi‑task
FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role.
Education
Bachelor's/University degree; Master's degree preferred
Job Family Group: Private Client Coverage
Job Family: Private Banker Support
Time Type: Full time
Primary Location: San Francisco, California, United States
Primary Location Full Time Salary Range: $142,320.00 - $213,480.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
Most Relevant Skills: Please see the requirements listed above.
Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: Oct 30, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$142.3k-213.5k yearly 3d ago
Life Sciences Banking Executive Director - Strategic Relationships
Jpmorgan Chase & Co 4.8
San Francisco, CA job
A leading financial institution seeks a Relationship Executive in Life Sciences Banking to cultivate client relationships and drive business growth. This role requires over 8 years of experience in Commercial Banking, excellent sales and interpersonal skills, and a proven ability to manage risks effectively. The position involves strategic networking and a focus on innovation within the vibrant Life Sciences sector, emphasizing a customer-centric approach. Competitive compensation and benefits are offered.
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$187k-269k yearly est. 4d ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
San Francisco, CA job
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$110k-200k yearly Auto-Apply 35d ago
Account Executive
Metlife, Inc. 4.4
Metlife, Inc. job in San Francisco, CA
The Team You Will Join As a Regional Markets account executive, you'll play a critical role in supporting MetLife's growth. This team provides global benefits, sales, and solutions to U.S.-based employers with fewer than 5,000 employees-and with over 15,000 customers, it generates approximately $1.1 billion in annual sales and $4+ billion in revenue. Industry-wide, this $52 billion market typically grows 3-4%-but thanks to our exceptional team, MetLife consistently achieves 6-7% growth.
You'll help us maintain this momentum, working closely with advisors to small and regional businesses who want to expand their employee benefits. At the same time, you'll work collaboratively with various other departments, allowing you to explore new career possibilities and develop new strengths.
The Opportunity
* Engage with advisors within a defined territory and find solutions that improve employers' insurance offerings-providing more people with quality insurance that works for them
* Lead and assist in account management and creation
* Build lasting relationships with local consultants and brokers to grow our book of business
* Recognize occasions to upsell and offer new services to existing clients
* Collaborate with colleagues on marketing, communication, and client services initiatives, developing new skills to complement
your sales knowledge
About You:
You are a detail-oriented professional with a passion for people. You thrive on meaningful interactions with others, whether it's gaining a deeper understanding of challenges they're facing or working collaboratively to solve a problem. This affinity extends to your workplace community as well, and you strive to refine your skills while encouraging others.
Your previous sales experience has allowed you to hone your expertise, but you find yourself craving an atmosphere where you can broaden your horizons-maybe even make improvements that will impact your industry for years to come.
You're looking for MetLife. Here's what we're looking for from you:
What You Need to Succeed (Required Qualifications)
* Experience in group benefit sales and/or after-sales service-with a proven track record of success
* Valid Life & Health and Property & Casualty licenses, or the ability to obtain within six months of hire
* Stellar customer service, communication, and interpersonal skills-including public speaking, negotiating, influencing, and networking savvy
* Finely tuned listening skills, complemented by a masterful talent for solving problems
* Strategic and creative thinking skills
* Keen financial acumen and attention to detail, particularly concerning product earnings
* Motivated, independent, and adaptable working style, with the ability to thrive in fast-paced situations that require multitasking
and prioritization
* Accomplished change management leader, able to operate effectively in a highly matrixed environment
* This role requires 25-50% local/market travel to engage with clients face-to-face!
The expected salary range for this position is $55,000. This role may also be eligible for incentive compensation under the sales plan for the position. All incentives and benefits are subject to the applicable plan terms.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible. Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
$55,000