Assistant Vice President jobs at Morgan Stanley - 76 jobs

Generative AI and Innovation Team Director (AVP)- Wealth Management Operations
Morgan Stanley 4.6
Assistant vice president job at Morgan Stanley
We're seeking someone to join our team as a Generative AI and Innovation Team in Wealth Management Operations to provide support across our Wealth Management Operations organization to centralized support for enhancement initiatives and process improvements. The position will liaison with various organizations and governing committees within Morgan Stanley to execute key programs in operations. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. 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… What you'll do in the role: The Professional Development GenAI Project Manager is a part of Wealth Management Operations and is responsible for project management across multiple GenAI concentrations. This includes managing opportunity identification, feasibility analysis and end to end project lifecycle through production deployment, including but not limited to: * Leading key initiatives related to increasing efficiencies and reducing operational risks. * Creating project plans that align to the enhancement vision, scope, and timelines. * Reviewing and understanding the program level strategy to ensure enhancements / requirements align with the overall vision. * Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported. * Running test plans, test execution, and communication risk or concerns to key stakeholder. * Anticipating risks that could impact the project and take action to avoid them. * Completing full life cycle analysis to determine change impacts, risks, and required controls to support each implementation. * Effectively communicating changes to the production support teams and aligning with training support teams. * Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment. * Communicate with all people who have a vested interest in the project, including internal team members and external partners. * Conduct root cause analysis to identify project issues and implement solutions. * Facilitate meetings with project teams and stakeholders to drive progress. * Utilize tools such as Jira for project tracking and reporting. * Develop and implement business process models to optimize project workflows. * Implement change management strategies to ensure successful project adoption. What you'll bring to the role: * Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels * Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team * Ability to operate independently across the majority of day-to-day responsibilities * Culture carrier across Operations, embracing the Firm's core values and acting as a role model * Strong interpersonal skills and ability to communicate effectively both verbally and in writing. * Strong time management skills and ability to set own schedule without falling behind on tasks. * Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively. * Ability to take initiative and thrive in a collaborative, team environment. * Ability to handle highly confidential information with appropriate discretion. * Ability work in a matrixed organization; leveraging resources across the organization to complete deliverables. * At least 4 years' relevant experience would generally be expected to find the skills required for this role 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. Expected base pay rates for the role will be between $88,000 and $129,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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).
$88k-129k yearly Auto-Apply 60d+ ago

Looking for a job?

Let Zippia find it for you.

Cyber Intelligence Vice President - Senior Malware Analyst
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210700103 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $152,000.00-$260,000.00 Harness your expertise to shape robust cybersecurity strategies and safeguard critical assets. Lead cybersecurity intelligence at a top firm, safeguarding digital assets and enhancing threat detection and response capabilities. Harness your expertise to shape robust cybersecurity strategies and safeguard critical assets. Your leadership will be pivotal in enhancing our resilience against evolving global cyber threats. As a Cybersecurity Intelligence Vice President at JPMorgan Chase within the Cybersecurity Technology and Controls, you will play a critical role in safeguarding the firm's digital assets and infrastructure from cyber threats. Responsible for identifying, assessing, and mitigating risks, you will inform and influence control measures across the organization. Your expertise in analyzing complex issues and developing innovative solutions, along with your ability to collaborate with diverse teams, will be crucial in enhancing the firm's security posture. As a subject matter expert, you will contribute to strategic cybersecurity initiatives and continuously improve our threat detection and response capabilities. Your work significantly impacts the firm's operations, fiscal management, public image, employee morale, and client relationships. Job responsibilities * Implement proactive threat intelligence strategies using advanced analytics and emerging technologies to identify and mitigate risks. * Develop custom threat-hunting queries and rules for specific threat indicators in large data sets using data analysis tools or specialized languages. * Enhance threat detection and response capabilities, staying current with cybersecurity trends, sharing insights, and implementing best practices. * Build and maintain strong relationships with stakeholders, sharing threat intelligence and best practices to achieve operational goals and improve cybersecurity operations. * Conduct malware analysis and reverse engineering of suspicious code. * Perform deep dive technical analysis of cyberattack tactics, techniques, and procedures (TTPs) * Develop signatures to identify malware families, actor techniques, and other noteworthy code sequences. * Automate malware analysis and intelligence gathering processes. * Hunt for novel samples, indicators of compromise (IOCs), and actor TTPs in internal and external datasets. * Research threats, vulnerabilities, and exploits to enhance monitoring and detection capabilities. * Partner with the Incident Response (IR) teams to understand incidents and support technical analysis of malicious cyber events. Required qualifications, capabilities, and skills * Formal training or certification on security concepts and 5+ years of applied experience in cybersecurity, focusing on threat intelligence, analysis, and mitigation. * Expertise in advanced threat hunting, security research, and Open-Source Intelligence (OSINT) for risk identification and assessment. * Proficiency in coding and scripting languages (C/C++, Python, Bash, JavaScript, PowerShell) and experience with Security Information and Event Management (SIEM) tools (Splunk, Elasticsearch) for automating threat detection and response. * Good hands on experience with Malware Analysis and Reverse Engineering. * Good experience with debuggers, disassemblers, and other malware analysis tools (i.e. IDA Pro, Ghidra, Sandboxes, x64dbg, WinDbg) * Knowledge in Operating Systems (i.e. Windows, Linux, Mac, Mobile), processor architectures (i.e. x86, x64, ARM, ARM64), and computer networking. * Good written and verbal communication skills; ability to understand complex problems while formally presenting them simplistically. * Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors. Preferred qualifications, capabilities, and skills * Forensics, Log Analysis, Incident Response and / or Threat Intelligence. * Experience in developing both tactical and strategic tools and capabilities. * Threat hunting, security research, and Open-Source Intelligence (OSINT) for risk identification and assessment.
$152k-260k yearly Auto-Apply 12d ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorganchase 4.8
Columbus, OH jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$139k-221k yearly est. Auto-Apply 60d+ ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210618708 JobSchedule: Full time JobShift: Day : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills * Six plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$139k-221k yearly est. Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Vice President Supervisory Manager - Columbus, OH
Jpmorgan Chase 4.8
Columbus, OH jobs
Join J.P. Morgan Wealth Management and help shape the future of our Global Supervisory team. Make a meaningful impact by leading a talented group, collaborating with business leaders, and driving operational excellence. This is your chance to develop your leadership skills, contribute to strategic initiatives, and advance your career in a supportive, growth-focused environment. Be part of a team that values innovation, mentorship, and continuous improvement. Your expertise will help us deliver sophisticated solutions to meet our clients' generational wealth management needs. As an SM Support Manager in the Global Supervisory team, you lead a team of associates providing essential administrative support for investment sales activities. You collaborate with Supervisory Managers, drive process enhancements, and ensure operational efficiency. Together, we foster a culture of excellence, professional development, and continuous improvement. You will have the opportunity to grow your expertise and make a meaningful impact across our business. Job Responsibilities + Direct and oversee a team of associates, ensuring high-quality administrative support + Collaborate with Supervisory Managers to coordinate and delegate tasks + Identify and implement process improvements for greater efficiency + Document and maintain administrative procedures to ensure compliance + Set performance standards, monitor productivity, and hold team members accountable + Recruit, hire, develop, and coach employees to build a high-performing team + Lead training initiatives and onboard new team members effectively + Deliver ongoing training and professional development for support staff + Organize and prepare review materials for business units + Represent the team in governance and change management meetings + Provide regular updates to management on team progress and operational metrics Required Qualifications, Capabilities, and Skills + 5 years of proven experience in team leadership and people management + 7 years of experience in the securities or investment industry + Advanced knowledge of securities industry rules, regulations, and guidelines + Strong ability to synthesize insights and communicate effectively, both orally and in writing + Demonstrated personal initiative and achievement of challenging goals + Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint + Strong organizational, communication, and interpersonal skills + Experience in training, coaching, and developing staff + Ability to identify and implement process improvements + Experience in preparing business review materials and reporting to management + Bachelor's degree or equivalent experience in a directly related securities industry position Preferred Qualifications, Capabilities, and Skills + Experience in global or cross-functional teams + Track record of entrepreneurial leadership + Experience in change management initiatives + Ability to manage special projects and contribute subject matter expertise + Experience in governance meetings and strategic planning + Advanced reporting and analytical skills + Experience in mentoring and coaching in a fast-paced environment 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
$90k-119k yearly est. 40d ago
J.P. Morgan Wealth Management - Vice President Supervisory Manager - Columbus, OH
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210692878 JobSchedule: Full time JobShift: Day : Join J.P. Morgan Wealth Management and help shape the future of our Global Supervisory team. Make a meaningful impact by leading a talented group, collaborating with business leaders, and driving operational excellence. This is your chance to develop your leadership skills, contribute to strategic initiatives, and advance your career in a supportive, growth-focused environment. Be part of a team that values innovation, mentorship, and continuous improvement. Your expertise will help us deliver sophisticated solutions to meet our clients' generational wealth management needs. As an SM Support Manager in the Global Supervisory team, you lead a team of associates providing essential administrative support for investment sales activities. You collaborate with Supervisory Managers, drive process enhancements, and ensure operational efficiency. Together, we foster a culture of excellence, professional development, and continuous improvement. You will have the opportunity to grow your expertise and make a meaningful impact across our business. Job Responsibilities * Direct and oversee a team of associates, ensuring high-quality administrative support * Collaborate with Supervisory Managers to coordinate and delegate tasks * Identify and implement process improvements for greater efficiency * Document and maintain administrative procedures to ensure compliance * Set performance standards, monitor productivity, and hold team members accountable * Recruit, hire, develop, and coach employees to build a high-performing team * Lead training initiatives and onboard new team members effectively * Deliver ongoing training and professional development for support staff * Organize and prepare review materials for business units * Represent the team in governance and change management meetings * Provide regular updates to management on team progress and operational metrics Required Qualifications, Capabilities, and Skills * 5 years of proven experience in team leadership and people management * 7 years of experience in the securities or investment industry * Advanced knowledge of securities industry rules, regulations, and guidelines * Strong ability to synthesize insights and communicate effectively, both orally and in writing * Demonstrated personal initiative and achievement of challenging goals * Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint * Strong organizational, communication, and interpersonal skills * Experience in training, coaching, and developing staff * Ability to identify and implement process improvements * Experience in preparing business review materials and reporting to management * Bachelor's degree or equivalent experience in a directly related securities industry position Preferred Qualifications, Capabilities, and Skills * Experience in global or cross-functional teams * Track record of entrepreneurial leadership * Experience in change management initiatives * Ability to manage special projects and contribute subject matter expertise * Experience in governance meetings and strategic planning * Advanced reporting and analytical skills * Experience in mentoring and coaching in a fast-paced environment
$90k-119k yearly est. Auto-Apply 42d ago
Vulnerable Adult Investigations Manager - Vice President
Jpmorganchase 4.8
Chicago, IL jobs
The mission of the Global Security (GS) team is the protection of the firm's people and assets, ensuring the safety and soundness of JPMorgan Chase's business operations throughout the world. GS works to minimize disruption and threats that undermine our businesses' ability to serve our customers by staying in front of external and internal risks, screening all new employees, protecting our franchises when needed with thorough investigations, ensuring the safety of business travelers, and working to keep our businesses open during extraordinary situations from weather disruptions to local protests. As a manager on the GS Vulnerable Adult Investigations team, the incumbent will supervise and direct the activities of a team of investigators and perform investigations of elder/ vulnerable adult financial exploitation. You will be focused on root cause analysis, quantifying risk and ensuring compliance with the GS Vulnerable Adult Investigations Procedure, then communicating those findings to management in a fashion that prompts them to initiate systems, process, and procedural change to address the identified areas of concern. Job responsibilities: Manages the investigation process with a focus on gathering evidence for elder/ vulnerable adult investigations while ensuring compliance with regulatory requirements as well as internal policies and procedures. Ensuring team compliance and collaboration with referrals to applicable Adult Protective Service (APS) agencies and/or state regulators. Works closely with Risk and other key Line of Business (LOB) personnel to analyze controls based on investigation findings and recommend enhancements/remediation when deficiencies or opportunities are identified.. Works closely with Americans with Disabilities Act (ADA) Compliance, ADA Works effectively with JPMC's technology support teams to discover how frauds occur through a deep understanding of JPMC systems and the processes that support them. Maintains strong liaison and working relationships with all federal, state and local law enforcement and regulatory agencies, including international enforcement agencies. Ensures to incorporate feedback from Investigators to identify credible, actionable intelligence. Required qualifications, capabilities, and skills: Bachelor's degree in Criminal Justice, Business, related field or work experience 10+ years of experience in financial fraud investigations or related law enforcement Advanced understanding of fraud and risk, working with internal management, and acting as a liaison with the law enforcement community at the local, state, federal, and international levels Ability to manage staff and/or work remotely as the business model has the team spread across diverse geographies Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors Able to articulate sophisticated fact patterns to non-technical line of business risk partners and memorialize investigations into regular reporting requirements Excellent written and verbal communication skills are required Preferred qualifications, capabilities, and skills: JD or MBA Industry recognized certifications such as CFE, PCI, etc. are preferred Court room testimony experience JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. Equal Opportunity Employer/Disability/Veterans
$114k-151k yearly est. Auto-Apply 14d ago
Data Owner Lead - Vice President
Jpmorganchase 4.8
Columbus, OH jobs
Are you passionate about harnessing the power of data to shape the future of financial services? Join us and make a direct impact on how we deliver data to improve the Chase customer experience. Be part of a team that values your expertise and empowers you to make a difference. Together, we create value by making data accessible, reliable, and secure for our business and customers. As a Data Owner Lead on the Fulfillment and Archive Services team, you play a pivotal role in driving our data strategy and ensuring the quality and protection of data across our products. You collaborate with product, technology, and analytics partners to deliver data that supports business objectives and advanced analytics. You help us identify and mitigate data risks, ensuring compliance with firmwide policies. You will collaborate with talented teams and drive business outcomes through data-driven innovation. This is your opportunity to influence the way we manage, protect, and leverage data across our organization. Job Responsibilities Create plans to develop and deliver product data supporting strategic business objectives and analytics Drive understanding of data usage within the business and provide subject matter expertise Identify and document critical data scope, meaning, and purpose, ensuring proper metadata classification Support analytics initiatives by identifying data required for integration into analytics platforms Document and coordinate requirements for data accuracy, completeness, and timeliness Resolve data issues promptly by influencing resources and stakeholders Develop and implement processes to identify, monitor, and mitigate data risks Manage compliance with firmwide policies, standards, and procedures for data integrity and protection Build relationships with data delivery partners and consumers across business, technology, analytics, and risk functions Track and manage workstreams and key performance indicators to ensure successful deliveries Required Qualifications, Capabilities, and Skills Bachelor's degree and 6+ years of experience in data focused roles Experience managing delivery across multiple workstreams with varying timelines Subject matter expertise in business or product data or processes Technical knowledge of data management, governance, big data platforms, or data architecture to include use of SQL Demonstrated ability to manage delivery timelines and achieve organizational goals Proven ability to execute through internal partnerships Strong interpersonal and communication skills, with ability to articulate technical concepts to senior audiences Structured thinker with strong business acumen Understanding of Agile development methodology Ability to manage and lead teams to execute data-related tasks Commitment to data quality, protection, and compliance
$98k-140k yearly est. Auto-Apply 14d ago
Card Loss Forecasting - Vice President
Jpmorganchase 4.8
Columbus, OH jobs
JPMorgan Chase & Co. is a global leader in financial services, offering investment banking, consumer and small business services, commercial banking, and asset management. Serving millions of consumers and top corporate clients, the firm operates under the J.P. Morgan and Chase brands. The Chase Consumer & Community Banking division provides a wide range of financial services, while the Credit Loss Forecasting team plays a crucial role in managing credit card portfolio health and risk assessment. Chase Consumer & Community Banking (CCB) serves consumers and small businesses with a broad range of financial services, including personal banking, small business banking and lending, mortgages, credit cards, payments, auto finance and investment advice. Consumer & Community Banking Risk Management partners with each CCB sub-line of business to identify, assess, prioritize and remediate risk. Types of risk that occur in consumer businesses include fraud, reputation, operational, credit, market and regulatory, among others. Within CCB Risk Management, our Credit Loss Forecasting team is responsible for forecasts of credit card delinquencies, charge-offs, and recovery of charge off accounts for budget planning, monthly outlook, and Investor Day based on various macroeconomic scenarios, and in partnership with P&A, collections, and risk strategy teams. This team is also responsible for monitoring the health of the credit card portfolio and updating stakeholders and senior management on emerging trends. As a professional within the Card Loss Forecasting team, you will be responsible for credit forecasting for the $220B credit card portfolio. This includes producing credit card delinquency and loss forecasts by portfolio segments and providing analytical insights to senior management. This role provides an exciting opportunity to develop your skills in a fast-paced environment. Financially, credit card represents the majority of Chase's consumer credit losses. As a result, forecasted credit card losses are a focus of senior leaders, regulators, and investors, as illustrated by the extensive coverage of card losses at Investor Day and quarterly earnings. Job responsibilities Produce the credit card loss forecast for bank-wide budget, including forecasts for several discrete segments including policy losses, bankruptcy, deceased and recoveries and reversals Build out, analyze and modify origination vintage and product level forecasts Analyze and understand loss forecasting quantitative model output Work with Finance, Modeling, and Risk Strategy teams to understand changes in the portfolio, model, or strategies and apply adjustments as needed Create and deliver presentations and other summarizations for Executive Leadership Create and run sensitivity scenarios based on economic conditions and management direction Complete ah hoc analysis Monitor and present delinquency and loss forecasts to key line of business partners Create and validate regulatory reporting Provide insight for senior management via regular risk deep dives Demonstrate initiative and the ability to work on multiple projects with limited guidance, while mentoring and coaching junior analysts to develop their risk management skills and finance knowledge. Required qualifications, capabilities and skills A Bachelor's or Master's Degree in a quantitative discipline (Finance, Accounting, Business, Stats, Economics, Math, Engineering) or equivalent work/training Minimum 5 years of credit risk management, loss forecasting, statistical modeling, model execution and/or consulting experience Minimum 7 years of related analytical experience Proficiency in Microsoft Office suite of products (Advanced Excel, and PowerPoint) Credit risk experience in one or more US consumer credit portfolios (i.e. U.S. Mortgage, Credit Card, Automotive, Business Banking, Wealth Management, Private Banking) preferred Strong knowledge of Python, SAS, SQL preferred Strong analytical, interpretive, and problem solving skills with the ability to interpret large amounts of data and its impact in both operational and financial areas Excellent oral and written communication and presentation skills
$98k-140k yearly est. Auto-Apply 56d ago
Risk Management - Business Banking Risk Reporting & Analytics - Vice President
Jpmorgan Chase 4.8
Columbus, OH jobs
Join JPMorgan Chase and bring your expertise to our Risk Management and Compliance team. As a pivotal part of our organization, you will help keep JPMorgan Chase strong and resilient. You will play a crucial role in growing the firm responsibly by anticipating new and emerging risks and using your expert judgment 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 Vice President within the Risk Reporting Analytics and Data team, you will work with the Executive Director and other members of the Risk Reporting & Analytics team to deliver insightful analytical Risk dashboards and reporting, empowering senior Risk leadership with the information needed to navigate the dynamic small business landscape. This role is highly collaborative, requiring you to work closely with stakeholders across the wider Business Banking Lending Risk team to expand our analytic and reporting capabilities driving improvements in our risk management practices, while also having the autonomy to lead independent projects. You will be instrumental in building and automating robust reporting processes, ensuring their accuracy and reliability, and supporting key Risk initiatives through a comprehensive set of analytical resources leveraging a vast array of small business data. Your efforts will foster a culture of innovation and stability, supporting the organization's commitment to excellence. **Job Responsibilities** - Lead the design, development, launch, and maintenance of a portfolio of dashboards and reporting tools. - Develop the next-generation suite of data analytics to support the entire Small Business Lending Risk. - Create comprehensive datasets and analytics from diverse data sources to facilitate in-depth analysis for senior management. - Shift reporting to Cloud-sourced data, implement AI use cases, and identify and automate data routines, processes, and reporting to enhance efficiency and improve automation. - Demonstrate agility and the ability to work at a fast pace by collaborating and anticipating stakeholder needs to deliver expanded analytical and data capabilities that enhance risk management practices across Small Business Lending Risk. - Represent the Risk Reporting, Analytics, and Data team in various control forums, ensuring a robust, control-oriented environment that complies with internal and external regulatory and policy requirements. - Collaborate with other functions to drive continuous improvements in efficiency, controls, and consistency. - Contribute to deep dives and prepare and deliver presentations for senior Risk forums and field leadership calls. - Partner with other members of the Risk Reporting, Analytics, and Data team to identify root causes of data issues and work towards timely remediation. **Required Qualifications, Capabilities, and Skills** - Bachelor's degree in Data Analytics, Computer Science, Business MIS, or a related field. - Over 5 years of experience in data analytics and reporting, with a strong grasp of Business Intelligence concepts, strategy development, and statistical analysis. - Proven leadership experience in an analytical or technical setting. - Strong project management, communication, and attention to detail skills. - Proficient in SQL, SAS, Alteryx, or Tableau. - Ability to synthesize large datasets into actionable insights and provide strategic perspectives to CRO-level leadership. **Preferred Qualifications, Capabilities, and Skills** - Master's degree in data analytics or statistics. - Hands-on experience with Python, R, Cognos, or Power BI. 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
$98k-140k yearly est. 60d+ ago
Commercial Banker - Emerging Middle Market Banking - Vice President
Jpmorgan Chase 4.8
Columbus, OH jobs
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million. **Job Responsibilities:** + Champion a culture of innovation and a customer centric mindset + Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships + Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies **Required qualifications, capabilities and skills:** + Five plus years lending or credit support related experience with a focus on business relationships + Understanding of Commercial Banking products and services + Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs + Ability to collaborate with internal partners and resources + Demonstrated experience of meeting or exceeding sales goals + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines + Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners + Deep local connections and market knowledge **Preferred qualifications, capabilities and skills:** + Bachelor's degree and formal credit training preferred + Sales management, business development skills, proficiency in building and maintaining positive client relationships + Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask + Excellent business judgment, strategic thinking, self-directed, proactive and creative 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
$98k-140k yearly est. 11d ago
Senior Lead Architect, Vice President- Debit Card
Jpmorgan Chase 4.8
Westerville, OH jobs
If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you. Join our team and help us develop game-changing, high-quality solutions. As a **Senior Lead Architect** at **JPMorgan Chase** within the **Consumer Community Banking Technology** , you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platforms products. You drive significant business impact and help shape the target state architecture through your capabilities in multiple architecture domains. **Job responsibilities** + Represents a product family of technical governance bodies + Provides feedback and proposes improvements to architecture governance practices + Guides evaluation of current technology and leads evaluation of new technologies using existing standards and frameworks + Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors + Develops secure and high-quality production code, and reviews and debugs code written by others + Drives decisions that influence product design, application functionality, and technical operations and processes + Serves as a function-wide subject matter expert in one or more areas of focus + Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle + Influences peers and project decision-makers to consider the use and application of leading-edge technologies + Adds to team culture of diversity, opportunity, inclusion, and respect **Required qualifications, capabilities, and skills** + Formal training or certification on software engineering concepts and 5+ years applied experience + Advanced knowledge of **Debit/Credit Card Payment processing** systems and **Card Lifecycle managemen** t systems is a plus. + Hands-on practical experience delivering system design, application development, testing, and operational stability + Advanced in **one or more programming language(s), applications, and architecture** + Advanced knowledge of software architecture, applications, and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.) + Ability to tackle design and functionality problems independently with little to no oversight + Practical cloud native experience + Ability to evaluate current and emerging technologies to select or recommend the best solutions for the future state architecture **Preferred qualifications, capabilities, and skills** + Experience in the payment card industry, specifically within acquiring, network or issuer segments of the value chain + Issuer-side experience strongly preferred as it aligns with Chase's core business + Knowledge of Domain Driven Design (DDD) is a plus + Excellent communication and presentation skills + Adds to team culture of diversity, opportunity, inclusion, and respect 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
$123k-164k yearly est. 60d+ ago
Compliance and Ops Risk Test Manager - Vice President
Jpmorganchase 4.8
Columbus, OH jobs
Join our team and lead the charge in shaping robust testing strategies that safeguard our firm's interests. As a key player, you'll have the opportunity to drive impactful decisions, enhance compliance, and build strong relationships with senior stakeholders. As a Compliance and Operations Risk Test Manager in the Testing Center of Excellence, you will lead in shaping the testing strategy across various business lines, ensuring alignment with regulatory and firm requirements. Your deep understanding of risk management and control evaluation will be instrumental in identifying and mitigating risks, thereby enhancing compliance and operational risk management. Additionally, your aptitude in stakeholder management will enable you to foster strong relationships with senior stakeholders, including business management and regulatory bodies. Your role will also involve making impactful decisions that influence operations, financial management, and public image, while maintaining compliance with operational policies and precedents. As a leader, you will manage a diverse team, planning and organizing individual and team activities to integrate and coordinate work across different parts of the firm. Job responsibilities Lead the development and execution of comprehensive testing strategies, ensuring alignment with regulatory requirements and firm policies. Oversee the assessment of the control environment, identifying control gaps, verifying control effectiveness, and driving remediation efforts. Manage complex testing initiatives, applying advanced project management skills to ensure timely and efficient delivery of outcomes. Utilize deep knowledge of risk management practices to make sound decisions that protect the firm's interests and comply with regulatory obligations. Foster strong relationships with senior stakeholders, effectively communicating testing strategies and outcomes, and addressing any concerns or issues. Required qualifications, capabilities, and skills 7+ years of experience in leading and managing complex testing initiatives within a financial institution or similar industry. Proven track record in developing and implementing comprehensive testing strategies that align with regulatory requirements and firm policies. Demonstrated expertise in risk management and control evaluation, with a focus on identifying control gaps and driving remediation efforts. Advanced proficiency in project management, with a history of delivering results that accelerate business objectives. Strong stakeholder management skills, with experience in fostering relationships with senior stakeholders and effectively communicating testing strategies and outcomes.
$101k-133k yearly est. Auto-Apply 33d ago
Compliance and Ops Risk Test Manager - Vice President
Jpmorgan Chase 4.8
Columbus, OH jobs
Join our team and lead the charge in shaping robust testing strategies that safeguard our firm's interests. As a key player, you'll have the opportunity to drive impactful decisions, enhance compliance, and build strong relationships with senior stakeholders. As a **Compliance and Operations Risk Test Manager** in the Testing Center of Excellence, you will lead in shaping the testing strategy across various business lines, ensuring alignment with regulatory and firm requirements. Your deep understanding of risk management and control evaluation will be instrumental in identifying and mitigating risks, thereby enhancing compliance and operational risk management. Additionally, your aptitude in stakeholder management will enable you to foster strong relationships with senior stakeholders, including business management and regulatory bodies. Your role will also involve making impactful decisions that influence operations, financial management, and public image, while maintaining compliance with operational policies and precedents. As a leader, you will manage a diverse team, planning and organizing individual and team activities to integrate and coordinate work across different parts of the firm. **Job responsibilities** + Lead the development and execution of comprehensive testing strategies, ensuring alignment with regulatory requirements and firm policies. + Oversee the assessment of the control environment, identifying control gaps, verifying control effectiveness, and driving remediation efforts. + Manage complex testing initiatives, applying advanced project management skills to ensure timely and efficient delivery of outcomes. + Utilize deep knowledge of risk management practices to make sound decisions that protect the firm's interests and comply with regulatory obligations. + Foster strong relationships with senior stakeholders, effectively communicating testing strategies and outcomes, and addressing any concerns or issues. **Required qualifications, capabilities, and skills** + 7+ years of experience in leading and managing complex testing initiatives within a financial institution or similar industry. + Proven track record in developing and implementing comprehensive testing strategies that align with regulatory requirements and firm policies. + Demonstrated expertise in risk management and control evaluation, with a focus on identifying control gaps and driving remediation efforts. + Advanced proficiency in project management, with a history of delivering results that accelerate business objectives. + Strong stakeholder management skills, with experience in fostering relationships with senior stakeholders and effectively communicating testing strategies and outcomes. 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
$101k-133k yearly est. 31d ago
Compliance and Ops Risk Test Manager - Vice President
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210696026 JobSchedule: Full time JobShift: : Join our team and lead the charge in shaping robust testing strategies that safeguard our firm's interests. As a key player, you'll have the opportunity to drive impactful decisions, enhance compliance, and build strong relationships with senior stakeholders. As a Compliance and Operations Risk Test Manager in the Testing Center of Excellence, you will lead in shaping the testing strategy across various business lines, ensuring alignment with regulatory and firm requirements. Your deep understanding of risk management and control evaluation will be instrumental in identifying and mitigating risks, thereby enhancing compliance and operational risk management. Additionally, your aptitude in stakeholder management will enable you to foster strong relationships with senior stakeholders, including business management and regulatory bodies. Your role will also involve making impactful decisions that influence operations, financial management, and public image, while maintaining compliance with operational policies and precedents. As a leader, you will manage a diverse team, planning and organizing individual and team activities to integrate and coordinate work across different parts of the firm. Job responsibilities * Lead the development and execution of comprehensive testing strategies, ensuring alignment with regulatory requirements and firm policies. * Oversee the assessment of the control environment, identifying control gaps, verifying control effectiveness, and driving remediation efforts. * Manage complex testing initiatives, applying advanced project management skills to ensure timely and efficient delivery of outcomes. * Utilize deep knowledge of risk management practices to make sound decisions that protect the firm's interests and comply with regulatory obligations. * Foster strong relationships with senior stakeholders, effectively communicating testing strategies and outcomes, and addressing any concerns or issues. Required qualifications, capabilities, and skills * 7+ years of experience in leading and managing complex testing initiatives within a financial institution or similar industry. * Proven track record in developing and implementing comprehensive testing strategies that align with regulatory requirements and firm policies. * Demonstrated expertise in risk management and control evaluation, with a focus on identifying control gaps and driving remediation efforts. * Advanced proficiency in project management, with a history of delivering results that accelerate business objectives. * Strong stakeholder management skills, with experience in fostering relationships with senior stakeholders and effectively communicating testing strategies and outcomes.
$101k-133k yearly est. Auto-Apply 32d ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorgan Chase 4.8
Cleveland, OH jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job Responsibilities** + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Cleveland,OH $170,000.00 - $225,000.00 / year
$170k-225k yearly 60d+ ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorgan Chase & Co 4.8
Cleveland, OH jobs
JobID: 210606004 JobSchedule: Full time JobShift: Day Base Pay/Salary: Cleveland,OH $170,000.00-$225,000.00 We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills * Six plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$170k-225k yearly Auto-Apply 60d+ ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorganchase 4.8
Cleveland, OH jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$140k-224k yearly est. Auto-Apply 60d+ ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorgan Chase & Co 4.8
Cincinnati, OH jobs
JobID: 210626795 JobSchedule: Full time JobShift: Day : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills * Six plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$139k-220k yearly est. Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Vice President, Case Management Operations Manager
Jpmorgan Chase & Co 4.8
Westerville, OH jobs
JobID: 210702608 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $99,750.00-$158,000.00 Join a collaborative team at J.P. Morgan Wealth Management, where we lead digital client support and communication across multiple platforms. Our group is committed to delivering best-in-class service, fostering innovation, and supporting the growth of our wealth management business. Be part of a team that values inclusivity, continuous improvement, and operational excellence. As the Vice President, Case Management Operations Manager, you will lead Client Service/team Leaders overseeing teams of Case Managers and professionals that may include the Secure Message Center, Digital Support, Debit/Margin & Options, Securities Based Lending, Client Communication, Document Support and/or Transaction processing teams. You will guide cross-functional partnerships, implement process enhancements, and ensure all team members have the tools needed to excel. Collaborate with leaders across service centers and locations to deliver a seamless client experience and support the strategic growth of J.P. Morgan Wealth Management. Job Responsibilities * Lead direct reports, including front-line managers, across five functional teams to ensure all functions are completed within stated service levels * Guide a high-performance culture by modeling core values and fostering an inclusive environment where a diverse workforce thrives * Serve as subject matter expert for assigned functions and product offerings, including Self-Directed Investing, Securities Based Lending, and Secure Message Center * Oversee work queues and tasks supporting product offerings, ensuring timely completion * Develop and implement operational policies, procedures, risk controls, and metrics for the evolving operating environment * Recommend and implement enhancements to improve service and system effectiveness and efficiency, maintaining a proactive approach to continuous improvement * Represent the department and present business updates to senior management * Guide business results with a focus on efficiency and support the strategic growth of J.P. Morgan Wealth Management * Ensure compliance with approved procedures, controls, and protocols, maintaining continuous audit readiness and reviewing control testing and metrics adherence * Lead client experience initiatives by prioritizing key deliverables, advocating for clients, and recommending improvements to the Self-Directed Platform * Partner with peer teams in the Client Service Center, Advisor Service Center, and Business Service Center, and collaborate with the Manila DSC Vice President to foster cross-team efficiencies and strengthen partnerships between U.S. and Manila Digital Service Center teams Required qualifications, capabilities, and skills * FINRA Series 7, 63 (or equivalent) require, and principal licensing Series 9/10 and ability to hold registration in all 50 states and territories required * Demonstrate ability to lead, develop, and coach high-performing teams across multiple locations * Possess a deep understanding of investment services, brokerage products, and financial markets * Exhibit outstanding communication skills, with a focus on clarity, detail, and effective collaboration * Showcase strong organizational skills and ability to manage multiple priorities in a fast-paced environment * Display a high level of professionalism, urgency, and commitment to delivering results * Bring expertise in operational risk management, controls, and audit readiness within a regulated environment * Serve as an innovative problem-solver with a continuous improvement
$99.8k-158k yearly Auto-Apply 6d ago