Morgan Stanley jobs in Charlotte, NC

- 148 jobs

Financial Advisor
Edward Jones 4.5
Statesville, NC job
This job posting is anticipated to remain open for 30 days, from 16-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 2d ago
Registered Branch Associate
Edward Jones 4.5
Charlotte, NC job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 10917 Black Dog Ln, Suite 105, Charlotte, NC This job posting is anticipated to remain open for 30 days, from 18-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $29.08 Hiring Maximum: $30.90 Read More About Job Overview Skills/Requirements Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$73k-92k yearly est. 1d ago
Senior Associate-Tech Risk & Control
American Express 4.8
Charlotte, NC job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? The objective of the Technology Control Management Associate- Risk Assessments Control Assessments and Reporting team is to identify, assess, mitigate, and report on risks within Technology to ensure adherence to regulatory standards, policies. Technology is looking for an Analyst focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve working in a fast-paced environment where extensive collaboration with multiple partners across numerous business units, functional areas, and geographies is required Associate- Risk Identification, Assessments, Control Testing and Reporting will: Conduct Risk and Control Self Risk Assessment for business unit (RCSA experience) Document and project manage deliverables to completion Categorize controls and map to risks (e.g., cross-BU process-control mapping) Design and test controls Understanding of design effectiveness and operating effectiveness concepts when evaluating control effectiveness Proactively help identify certain areas of high-risk for intervention (e.g., automated alerts generated for high-risk areas signal need for intervention and focus), including conducting independent quality assurance and vertical process testing Support thematic risk reporting (levels, trends, causes) Required Qualifications: 3- 5 + Years experience in risk management in the 1LOD or at a consulting firm Understanding of critical operational risk management lifecycle activities, IT risk management, internal/external audit, SOX/ITGC testing, or controls assurance Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards Analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively Excellent project management skills, highly proficient in Excel and PowerPoint, highly detail-oriented, good communication, and interpersonal skills Ability to work in a fast-paced, demanding environment Preferred Qualifications: Bachelor's Degree in Finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous Previous technology/cyber risk experience Experience in at least one of the following: Supporting identification of risks throughout business processes and systems Facilitating risk assessment performance in addition to further assessments and testing programs to ensure regulatory and internal standards are met Supporting independent control monitoring, including identification of control improvements Supporting the identification of areas of risk for intervention, including conducting independent quality assurance and process testing Experience in the financial services industry Relevant industry certifications - CISSP, CRISC, CISM, CISA, etc. Compliance Language We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
$89k-111k yearly est. 2d ago
Branch Operations Lead - Charlotte Central Area - Charlotte, NC
Jpmorgan Chase 4.8
Charlotte, NC job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. **Job responsibilities** + Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. + Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. + Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. + Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. + Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. + Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. + Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. **Required qualifications, capabilities, and skills** + You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. + You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. + You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. + You have a strong passion for educating the branch team and partners, helping them stay connected and informed. + You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. + You have 1+ years of retail banking experience. + You have a high school degree, GED, or foreign equivalent. + You have the ability to work branch hours including weekends and evenings. **Preferred qualifications, capabilities, and skills** + You have 6+ months of Associate Banker (Teller) experience. + You have a college degree or military equivalent. **Training and Travel Requirement** + You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. + You'll need to be able to travel as required for in-person training and meetings. 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
$82k-106k yearly est. 4d ago
Manager, Investment Performance & Analytics
Ameriprise Financial 4.5
Charlotte, NC job
As a Manager on the Investment Performance & Analytics team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial. Key Responsibilities * In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience * Provide data quality oversight, escalation support, process and procedure development, and back-up support to "business and usual" performance reporting operational tasks. * Maintain or supervise control-related testing across the various performance tools and processes to ensure a single, cohesive approach to testing/audit protocols of reporting mechanisms and underlying data * In collaboration with other business units, participate in the performance verification compliance process for third-party investment manager performance information on the Advisory Platform * Help maintain business ownership of the performance reporting tools utilized for both client performance reporting and product performance reporting for the Advisory Platform This job may be located in Minneapolis, MN or Charlotte, NC. Required Qualifications * 5+ years of experience in the financial services industry * Bachelor's Degree or equivalent experience * Strong communications skills, both oral and written, to interact with team, business partners, advisors, senior management and vendors * Ability to effectively and efficiently multi-task between different projects and recurring tasks * Ability to execute on small to large scale projects with limited supervision * Ability to establish and maintain strong relationships with vendors and across the organization * Strong leadership skills to effectively guide junior colleagues * Ability to stay current with regulatory requirements and best practices Preferred Qualifications * Investment performance measurement, analysis, and reporting experience in a financial services organization (broker/dealer preferred) * Knowledge in investment concepts, practices, procedures, management operations and tools * Experience with both account level performance and product level composite performance. * Conceptual and practical understanding of money-weighted and time-weighted return methodologies, performance characteristic metrics (e.g. alpha, beta), asset allocation, and benchmarking. * Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X (fka Albridge), First Rate, InvestCloud (aka APL), Informa Profile Producer, Envestnet, Morningstar Direct, & FactSet) * Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards * Understanding of Global Investment Performance Standards (GIPS)and ability to apply the standards to performance calculations and representations * Knowledge of practices and procedures of retail-oriented investment products and financial planning About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $98,100 - $132,400 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business FPPS Wealth Management Solutions
$98.1k-132.4k yearly Auto-Apply 20d ago
Senior Home Lending Advisor - Charlotte NC Branches
Jpmorgan Chase 4.8
Charlotte, NC job
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. **Job responsibilities** + Coaches and mentors the branch team by providing training on products and services. + Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. + Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. + Builds role as the internal and external mortgage expert and maintains good relationships with customers. + Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. **Required qualifications, capabilities, and skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent written and oral communication skills + Knowledge of FHA, VA, FNMA, and FHLMC guidelines **Preferred qualifications, capabilities, and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* . 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
$39k-76k yearly est. 60d+ ago
Learning and Development Specialist
Ameriprise Financial 4.5
Charlotte, NC job
Ameriprise Financial has an exciting opportunity for a Learning and Development Specialist to join our global team. In this role, you will support enterprise learning and development programs, ensuring they run smoothly and provide a positive experience for participants. Key responsibilities include coordinating schedules, managing communications, and assisting with facilitation. You'll collaborate closely with instructional designers, program leads, and other stakeholders to deliver learning initiatives that align with organizational priorities. If you are passionate about fostering a culture of continuous learning, helping employees build critical skills, and contributing to organizational growth and success, this role could be a great fit for you! Key Responsibilities * Program Delivery: Own the end-to-end delivery of workforce development programs and targeted development initiatives. This includes coordinating program logistics such as scheduling, participant registration, and deployment of training materials. The role is responsible for maintaining and updating the enterprise learning calendar for all workforce development activities and facilitating live and virtual learning sessions, as well as supporting social learning cohorts. * Collaboration and Stakeholder Engagement: Partner closely with instructional designers and program leads to ensure alignment of content and delivery. Prepare and distributes program communications, marketing collateral, and stakeholder updates, and actively participates in team meetings, project huddles, and development planning sessions to ensure seamless execution and collaboration. * Continuous Improvement: Gathers learner feedback and monitors program effectiveness to identify opportunities for improvement. Based on insights and data, the role recommends enhancements to improve learner experience and program outcomes, ensuring that offerings remain relevant and impactful. * Communications and Branding: Support marketing and branding of enterprise learning programs through internal channels and help drive learner engagement and adoption of enterprise learning solutions. This includes creating compelling messaging and leveraging communication strategies to promote participation and awareness. Required Qualifications * Bachelor's degree or equivalent years' of relevant experience * 3-5 years' of experience * Experience facilitating live and virtual learning sessions. * Knowledge of adult learning principles and workforce development practices. * Experience supporting enterprise-level learning initiatives. * Strong project management skills, including organization, attention to detail, understanding priorities, and communicating up/down stream. * Proven ability to work well with business partners and determine resources required to meet business line program objectives. * Excellent written and verbal communication skills. * Overall technical/system proficiency in Microsoft Office 365, SharePoint, and Copilot Preferred Qualifications * Experience in key systems (e.g. Cornerstone, Workday, LinkedIn Learning, etc.). About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $71,300 - $98,100 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Human Capital Line of Business HR Human Resources
$71.3k-98.1k yearly Auto-Apply 13d ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorganchase 4.8
Charlotte, NC job
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
$184k-290k yearly est. Auto-Apply 60d+ ago
Business Systems Analyst I
Ameriprise Financial 4.5
Charlotte, NC job
The Business Systems Analyst will provide direct support for the Equity, Fixed Income or Advisory trading desk systems and projects. Help maintain a compliant and successfully functioning trading desk. The analyst will be a dedicated resource for system maintenance, enhancements, and troubleshooting to help reduce risk to the firm. Provide support to projects as it relates to business requirements and technology. Communicate implementation & technology related information to the business, and assist with validation, while providing guidance to determine system requirements and the best solution. Design, test, and debug applications with assistance from others. Key Responsibilities * Process and resolve routine and less complex problems for the business as it relates to business requirements and technology. Support projects in identifying routine business requirements, projects, and process specifications within the identified team. * Provide input and guidance to the business on determining the best solutions and system requirements for their specific needs. Assist with test plan development and execution. * Build and test applications, as well as trouble-shoot and resolve routine and less-complex problems for the business as it relates to business requirements and technology. * Assist with gathering requirements across business partners and develop test plans and execution. Required Qualifications * Education: Associate degree or equivalent (2-years) * Experience: 1-3 years of relevant experience. * *Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. * General understanding of the business unit and the ability to understand technology as it relates to the business. * Ability to provide accurate, timely, and adaptable services to the business unit. * Ability to establish and maintain positive relationships within the business unit. * Strong understanding of one or more applications within the trading platform. * Strong written and verbal communication skills Preferred Qualifications * Education: Bachelor's degree or equivalent (4-years) * Experience in the financial services industry * Strong analytical and problem-solving skills. * Series 7 About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $54,000 - $74,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business CLEAR Clearing
$54k-74k yearly Auto-Apply 14d ago
Annuity Sales Consultant
Ameriprise Financial 4.5
Charlotte, NC job
The Annuity Sales Consultant in Wealth Management Solutions is an internal sales role responsible for case consultation with financial advisors on annuity offerings available through the Ameriprise Financial broker/dealer. Develop a specialty expertise in annuities while helping advisors navigate through the sales process. Provide annuity carrier comparisons, product suggestions, sales materials and illustrations based on client needs. Key Responsibilities Provide inbound phone queue sales support, place outbound telephone calls, and return advisor emails to support annuity sales in an assigned region. Provide day-to-day case consultation to advisors tailoring annuity recommendations based on client needs. Provide approved sales materials and illustrations as needed. Support advisors with product training, order entry, licensing, compliance, and new business inquiries. Serve as the liaison between advisors, carriers, and various departments on intensified issues. Develop deep annuity product knowledge across multiple carriers and product types (primarily variable, fixed indexed, fixed, structured and immediate annuities). Develop broad expertise of LTC and insurance offerings to effectively guide advisors to appropriate BGA, carrier or resources. Build and maintain effective relationships with multiple departments, annuity carriers and key resources. Present solutions, tools, and resources via Teams/web conferencing. Use Salesforce as a territory management tool to track activity and manage pipelines. Required Qualifications Bachelor's Degree or equivalent in a related field 5+ years of relevant experience in the financial services industry Active Series 6 or Series 7 Active State securities registration (Series 63 or 66) Insurance licensed with life/health and variable lines or ability to obtain within 120 days Ability to work independently, collaborate with teammates and share standard methodologies Ability to influence others through consultative/solutions-based selling Effective verbal, written and interpersonal communication skills Ability to handle multiple assignments and meet deadlines in a fast-paced environment Preferred Qualifications Previous experience as an annuity wholesaler or sales consultant About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $69,900 - $94,400/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business FPPS Wealth Management Solutions
$69.9k-94.4k yearly Auto-Apply 60d+ ago
Risk Manager Securities Based Lending
Ameriprise Financial 4.5
Charlotte, NC job
The Risk Manager will play a critical role in the First Line of Defense for Ameriprise Bank by identifying, assessing, monitoring and mitigating risks across lending products, with a primary focus on our securities-based lending (SBL) products. In this role, you will ensure adherence to internal risk frameworks and regulatory requirements while working closely with key business partners. Key Responsibilities * Serve as the primary risk partner for securities-based lending (SBL) products under Ameriprise Bank. * Implement and maintain risk management practices aligned with enterprise and regulatory standards. * Lead regular risk and control self-assessments with business partners, including product management, operations, project management and other internal risk teams. * Drive control evaluations, control testing and issue management for SBL. * Collaborate with brokerage affiliate teams to manage risks associated with SBL and related activities. * Mitigate risk by developing and/or monitoring operational metrics across business. * Perform regular control testing and evaluations to monitor control performance. * Support audits, regulatory exams, and internal reviews by providing documentation and responses. * Develop and monitor key risk indicators (KRIs) and reporting for leadership. * Provide guidance on risk policies, procedures, and governance frameworks. * Enhance risk reporting with new ideas gathered from research, best practices, and knowledge. * Mitigate risk by developing and/or monitoring operational metrics across business. Required Qualifications * 2-5 years of experience in Risk Management within a banking environment * Bachelor's degree in finance, business, risk management, or related field Preferred Qualifications * Strong understanding of lending products and associated risks * Proven ability to assess controls and manage operational risk * Strong ability to lead, partner, and influence across all leadership levels * Direct experience with securities-based lending or similar collateralized lending products * Familiarity with broker-dealer or brokerage operations and regulatory requirements * Knowledge of OCC, FINRA, and other relevant regulatory frameworks * Active securities license (Series 7 or Series 24) Skills & Competencies * Strong analytical, organizational, problem-solving and time management skills. * Excellent communication and stakeholder management abilities. * Ability to work independently and in a collaborative team environment. * Proficiency in risk assessment tools and reporting platforms. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $87,400 - $120,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business BANK Bank
$87.4k-120.2k yearly Auto-Apply 2d ago
Sr Product Specialist, Deposit Products - Ameriprise Bank, FSB
Ameriprise Financial 4.5
Charlotte, NC job
This role supports the development and maintenance of assigned financial products by conducting detailed research on industry and competitor trends. The position involves analyzing data to make recommendations that improve product features, services, marketing strategies, and operational processes. The Senior Product Specialist will collaborate across multiple teams to execute product initiatives and enhance client and advisor experiences. Your contributions will help shape innovative solutions and ensure competitive positioning in the marketplace. Key Responsibilities Conduct in-depth research and analysis of industry and competitor trends to identify opportunities for product improvement. Make data-driven recommendations to enhance product features, service quality, marketing strategies, and operational processes. Create, maintain, and modify analytical tools to support product research and decision-making. Collaborate with internal partners across technology, operations, compliance, legal, and marketing to support product development and maintenance. Support marketing and sales initiatives by developing client-facing content and campaign materials. Actively identify opportunities to build and improve competitor analysis capabilities. Manage multiple projects simultaneously, ensuring timely execution and stakeholder alignment. Prepare business requirements and documentation for product development initiatives. Monitor industry developments and maintain a strong knowledge of financial services trends. Required Qualifications Bachelor's degree or equivalent experience. 3+ years of experience in financial services, with strong analytical and problem-solving skills. Ability to interpret data, identify trends, and provide actionable insights. Experience collaborating across teams and managing projects with attention to detail. Strong communication skills, including the ability to create clear and accurate documentation. Desire to obtain FINRA Series 7 license (if not already licensed). Preferred Qualifications Background in business, economics, or marketing. Project management experience. Advisor or customer service experience. Familiarity with regulatory requirements and compliance standards. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $71,300- $98,100/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Marketing/Product Management Line of Business BANK Bank
$71.3k-98.1k yearly Auto-Apply 10d ago
Technology, Software Engineering, Data and Product - United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Charlotte, NC job
JobID: 210683540 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $80,000.00-$140,000.00; Jersey City,NJ $90,000.00-$160,000.00; New York,NY $90,000.00-$160,000.00; Palo Alto,CA $90,000.00-$160,000.00; Seattle,WA $90,000.00-$160,000.00 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 Technology at JPMorganChase We're one of the world's biggest technology- and data-driven companies. We spend $17 billion on technology and operate globally at unparalleled scale and speed. You'll join an inspiring and curious team of technologists dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. You'll be tasked with keeping the team and other key stakeholders up to speed on the progress of what's being developed. And best of all, you'll be working with and sharing ideas, information and innovation with our global team of technologists from all over the world. What We Look For We are looking for technology professionals in our US Tech Center locations with previous experience including but not limited to; * Software Engineers (Fullstack & Backend) - with Java, Spring, .NET, Salesforce, Python, C++, Oracle, AWS & Kubernetes experience * UI Engineers - JavaScript, React/Angular & ExpressJS/NodeJS/GoLang & Oracle/SQL * Data Analytics, Quant Analytics, Scientists and Engineers * Data Management * Data Engineers - Hadoop, Spark, Kafka, Cassandra * Database Management * Architecture * Agility Leads * Technical Program Delivery * Product Managers * Solutions Analysts (Business Analysts & QA Analysts) * Cybersecurity * Tech Controls * Technology Support (Applications Support) * DevOps, Site Reliability and Infrastructure Engineers * UX Research and Design You will probably have a background in computer science, preferably in a software engineering role. You will be a creative, innovative team player with analytical, technical, problem solving, planning and organizational skills. As a business with an ongoing focus on software development, we would be very keen to hear from you if you have previous Open Source or Object Oriented programming experience with an understanding of agile methodologies.
$90k-160k yearly Auto-Apply 34d ago
Director - Compliance: USIU AML Investigations
American Express 4.8
Charlotte, NC job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. American Express's US Investigations Unit (USIU) is part of the broader Global Risk & Compliance organization, operating within Global Financial Crimes Compliance (GFCC). USIU provides oversight and support for global financial crimes investigations. In partnership with teams across the financial crimes' organization, USIU develops and implements transaction monitoring rules, reports, and other tools to detect potential criminal activity. They investigate suspicious financial behavior and, when necessary, file Suspicious Activity Reports (SARs) with the Financial Crimes Enforcement Network (FinCEN) or refer cases to internal compliance partners for global reporting. USIU plays a vital role in ensuring compliance with key regulations, including the Bank Secrecy Act (BSA) , USA PATRIOT Act, and the Foreign Corrupt Practices Act. They also support law enforcement by providing critical information to combat money laundering, terrorist financing, credit card fraud, identity theft, and other financial crimes. Job Responsibilities: * To develop and maintain an adequate knowledge of the U.S financial crime environments. * Serve as a subject matter expert, and point of contact for globally dispersed FIU colleagues, on global financial crime, sector, geopolitical or regulatory issues. * Coordinate and analyze the filing of SARs. * Responsibility to enable the right training and the proper awareness of financial crime environments for all the team members. * Support the SAR filing process globally. * Manage a team of leaders and Investigative Analysts responsible for reviewing, editing, and filing SARs. * Ensure adherence to legal and regulatory standards as well as internal quality requirements for SAR. * Provide guidance on how to conduct and document SAR -related investigations. * Identify and analyze SAR patterns and trends. * Collect and report on SAR metrics for various lines of business. Minimum Qualifications: * Bachelors/University degree or equivalent experience * Extensive experience in AML Compliance, financial crime investigations, law enforcement, or related fields, including demonstrated success in leading large teams and delivering complex AML/CTF/ABC initiatives. Prior senior-level leadership required . * Strong knowledge of global AML/CTF/ABC Regulations (BSA, US PATRIOT Act) * Experience with direct people leadership and developing top talent. * Extensive experience in conducting financial crime investigations. * Deep understanding of criminal typologies associated with a wide array of financial products and services. * Exceptional verbal and written communication skills in English. Preferred Qualifications: * Contribute to suggestions to enhance systems, methodologies, and process simplification. * Must display strong analytical and thought leadership by being able to transform ideas to actionable plans. * Ability to challenge the status quo by removing organizational barriers and influencing without authority. * Demonstrated success building and scaling investigative teams. * Ability to manage multiple projects simultaneously. * Ability to assess, manage, and drive change. * Exceptional verbal and written communication skills. * Ability to influence, gain support, and resolve conflict. * Strong collaboration and relationship development skills. * Ability to strategically plan with thought leadership. * Must be a deadline-driven team player. * Proven ability to take complex technical information and translate it into clear communications (presentations/memos) for a variety of audiences. * Experience in building and leading large diverse teams. * Master's degree preferred. * CAMS and/or CFCS Certifications a plus. Guardian Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$123k-215.3k yearly 12d ago
Merchant Services Business Development
Jpmorgan Chase & Co 4.8
Charlotte, NC job
JobID: 210648717 JobSchedule: Full time JobShift: : Join our team and play a key role in expanding our merchant services business at JP Morgan. If you are passionate about helping entities succeed and thrive in a fast-paced environment, we would love to hear from you. As a Business Development Manager in Merchant Services, you will be responsible for driving growth and expansion of our merchant services offerings by identifying new business opportunities, building strong relationships, and delivering tailored solutions that meet their unique merchant service needs. Key Responsibilities: * Identify and Develop Opportunities * Working closely with the Commercial Banking coverage team, you will proactively identify and pursue new business opportunities within a defined territory * Develop and maintain a robust pipeline of prospective clients * Develop and implement effective sales strategies tailored to each sector to achieve assigned revenue targets. Collaborate with cross-functional teams to ensure seamless delivery of services and solutions. * Develop and maintain strong collaborative relationships with Treasury Services (TS) and banking partners to enhance the delivery of comprehensive merchant services solutions; leverage these partnerships to identify joint business opportunities, streamline service offerings, and ensure a cohesive approach to meeting client needs * Stay informed about industry trends, regulatory changes, and emerging technologies in payment processing for the government sector; use this knowledge to build business development strategies and identify areas for growth * Prepare and present compelling proposals, RFP's and presentations to clients. * Clearly articulate the value proposition of our merchant services solutions * Work closely with internal teams, including product development, marketing, and customer support, to ensure client satisfaction and successful implementation of services * Track and report on key performance indicators (KPIs) related to business development activities in the government sector * Use data-driven insights to refine strategies and improve outcomes Required Qualifications and Skills: * Bachelor's degree in Business, Finance, Public Administration, or equivalent work-related experience * Proven track record of success in business development and exceeding sales goals * Strong understanding of payment processing solutions and merchant services products * Excellent communication, negotiation, and presentation skills * Ability to build and maintain strong relationships and partnerships with internal and external partners * Strategic thinker with the ability to identify and capitalize on market opportunities * Self-motivated and results-oriented, with a strong drive to achieve and exceed assigned revenue targets
$63k-87k yearly est. Auto-Apply 60d+ ago
Commercial Bank- Product- United States- 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Charlotte, NC job
JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial Bank The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams. Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$78k-129k yearly Auto-Apply 33d ago
Implementation Manager Associate
Jpmorganchase 4.8
Charlotte, NC job
Are you ready to make a significant impact by leading and managing treasury product implementation processes for new and existing clients as they transition to the Chase banking platform? Join us at JP Morgan Chase and be part of a diverse and innovative global organization that offers endless opportunities for growth and development. As a Client Onboarding and Product Implementation Associate, you will play a pivotal role in shaping our clients' first experiences with us, ensuring a seamless transition and fostering strong relationships from the very first interaction. Together, we will drive satisfaction and success in a dynamic global environment. As a Client Implementation Associate within the Commercial and Investment Bank, you will lead the charge in delivering exceptional onboarding experiences. You will be at the forefront of shaping our clients' first interactions with us, ensuring a seamless transition and fostering strong relationships. Your role is crucial in driving satisfaction and success, and you will be part of a diverse and innovative team that values growth and development. Together, we will create a dynamic and collaborative environment that supports our clients and our community. Job Responsibilities: Lead the execution of strategic initiatives to ensure a smooth transition for new and existing clients to the Chase banking platform. Own the product implementation process and training experience for your assigned clients. Meet and connect with clients and internal stakeholders through Zoom, Email, and other collaborative technologies. Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management. Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience. Implement mixed payable solutions and support clients with technical specifications for treasury services. Manage client and partner expectations by establishing timelines and dependencies. Demonstrate creative problem-solving skills and take ownership of issues when they arise. Ensure adherence to policy and procedures, maintaining high standards of anti-fraud awareness. Collaborate with a diverse and innovative global team, contributing to a culture of inclusion and growth. Participate in Business Resource Groups to engage with colleagues on topics such as ethnicity, gender, and more. Required qualifications, capabilities, and skills: 3+ years of experience in managing and executing strategic initiatives in a professional field. Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms. Technical project management experience in a dynamic client-facing environment. Strong communication skills with the ability to partner and influence others towards a common goal. Proficiency in data and tech literacy, with a willingness to understand and implement innovation and design thinking techniques. Experience in managing client and internal partner expectations, establishing timelines, and managing dependencies. Comfort in using technology such as Microsoft Office tools, WebEx, and other collaboration tools for enhanced client discussions. Demonstrated ability to build and maintain strong relationships with key partners. Experience in coaching or mentoring team members and managing conflict effectively. Strategic thinking with the ability to adapt to change. Adherence to policy and procedures, meeting or exceeding established Service Level Agreements (SLA). Preferred qualifications, capabilities, and skills: Bachelor of Science or Bachelor of Arts Degree. Passion for learning new operating models, technologies, and industry trends. Technical client consulting experience to support technical roles. Ability to clearly communicate, partner, and influence, leading others to a common goal. Due recognition for professional qualifications attained from reputable training institutes or professional bodies. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (10%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship.
$88k-114k yearly est. Auto-Apply 26d ago
Client Education Training Associate
Jpmorganchase 4.8
Charlotte, NC job
Enjoy teaching/leading new product roll outs? Help train our customers on card product functionality, processes and enhancements. As a Card Product Training Associate within the Commercial and Investment Bank, you will be responsible for driving and coordinating all aspects of the setup of bank products and services for new and existing Commercial Bank clients including the training of our clients in their card management portal. Job Responsibilities Train Commercial Card clients on all product offerings including Commercial Card industry knowledge mostly via, phone/Zoom and potentially on site Deliver webinars with multiple clients and 1:1 training session with specific clients Manage training projects from creation through delivery with on-going check points to determine future needs Conduct demos for prospects and/or existing clients Develop new training initiatives for internal and external clients based on the goals and objectives of the Commercial Card organization Required Qualifications, Capabilities, and Skills Commercial Card knowledge/experience and at least 1 years' experience in training clients BA/BS degree or relevant experience Strong facilitation skills and ability to deliver programs and present to both large and small audiences Superior interpersonal, oral and written communication skills along with strong analytical thinking/decision making abilities Strong knowledge of adult learning theory and facilitation technique Client focused orientation: excellent client management/relationship management skills Excellent partnering skills yet can work independently and resilience in a constantly changing environment: flexible & adaptable Experience in coaching or mentoring others and proven ability to successfully manage conflict Preferred Qualifications, Capabilities, and Skills Knowledge of Smartdata and PaymentNet platforms Passion for learning new operating models, technologies, and industry trends Technical client consulting experience to support technical roles PMP or other Project Management Certifications Some travel may be required (10%) to visit clients and internal partners Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Please note this role is not eligible for employer immigration sponsorship.
$72k-101k yearly est. Auto-Apply 5d ago
Branch Operations Lead - Charlotte Central Area - Charlotte, NC
Jpmorganchase 4.8
Charlotte, NC job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. Job responsibilities Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. Required qualifications, capabilities, and skills You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. You have a strong passion for educating the branch team and partners, helping them stay connected and informed. You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. You have 1+ years of retail banking experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have 6+ months of Associate Banker (Teller) experience. You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. You'll need to be able to travel as required for in-person training and meetings.
$82k-106k yearly est. Auto-Apply 7d ago
Senior Home Lending Advisor - Charlotte NC Branches
Jpmorganchase 4.8
Charlotte, NC job
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. Builds role as the internal and external mortgage expert and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills Bachelor's degree or equivalent work experience in sales and/or real estate 3+ years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local area Excellent written and oral communication skills Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
$39k-76k yearly est. Auto-Apply 60d+ ago

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